workshops presentation nrsc team meeting

22
Workshops - roll out and delivery Jon Kidd Development and Presentation Manager

Upload: jon-kidd

Post on 03-Sep-2014

57 views

Category:

Business


0 download

DESCRIPTION

 

TRANSCRIPT

Page 1: Workshops presentation   nrsc team meeting

Workshops - roll out and delivery

Jon KiddDevelopment and Presentation Manager

Page 2: Workshops presentation   nrsc team meeting

Agenda

Background: Challenges – internal and external Aegon’s key objectives – where do workshops fit in? Solution

Event planning: Key event stages 10 step process to running a workshop Workshop timeline – before and after the event BDM/TAM actions

Roll-Out: First phase workshop dates and BDM/TAM’s Proposed workshop timings Workshop sessions breakdown

Delivery: Key dates

2

Page 3: Workshops presentation   nrsc team meeting

Background

Page 4: Workshops presentation   nrsc team meeting

Internal Challenges

4

Lack of penetration at account level

Strategic budget constraints/delay in strategic packages sign-off

Above the line/below the line model

Poor promotion and take up of ‘Upgrade your business’ roadshows

Pareto principle approach to account management

Composer – new assets and retention of assets vital

ULG and Protection business - strategic importance

Current position against target

Page 5: Workshops presentation   nrsc team meeting

External Challenges

5

Uncertainty due to FCA Inducements Paper (FG14/1)

Adviser demand for large scale events has reduced/diminished

Structured CPD driving event demand

Increased demand for webinars/video content/technology driven events

Need to differentiate ourselves in this space against the competition

Page 6: Workshops presentation   nrsc team meeting

Aegon’s key objectives

6

Page 7: Workshops presentation   nrsc team meeting

Solution

7

Regular targeted, locally driven events in each region: Face to face workshops Webinars/WebEx (where appropriate) Logistics centrally managed – free up your time!

15/20 good quality attendees per workshop

Support from a wide range of Aegon distribution channel and investment partners

Workshops are a cost and time effective way of:

Increasing profile Increasing penetration Increasing knowledge Generating new business opportunities with key adviser groups

Page 8: Workshops presentation   nrsc team meeting

Event planning

Page 9: Workshops presentation   nrsc team meeting

Key event stages

9

Page 10: Workshops presentation   nrsc team meeting

10 step process to running a workshop

10

Page 11: Workshops presentation   nrsc team meeting

11

Event timeline – before the event

8 Weeks to go

Reconfirm with venue Reconfirm with speakers Send ‘last opportunity to

register’ email Produce ‘follow-up’ email Produce individual CPD

certificates (if applicable) Ensure correct delivery of

all event materials Compile final event

agenda and run sheet

Reconfirm with venue Reconfirm with speakers Send ‘last opportunity to

register’ email Produce ‘follow-up’ email Produce individual CPD

certificates (if applicable) Ensure correct delivery of

all event materials Compile final event

agenda and run sheet

Send ‘post invite’ chaser email or phone call to non-responders (within 2 weeks of original invite)

Begin ordering/collating materials for the event

Send email invites out (reserve list)

Follow *1 & *2

Send ‘post invite’ chaser email or phone call to non-responders (within 2 weeks of original invite)

Begin ordering/collating materials for the event

Send email invites out (reserve list)

Follow *1 & *2

Reminder call to confirm attendance (3 days before event)

Send ‘reconfirmation’ email or text

Email speakers to reconfirm plans

Decide on meet and greet of guests format

Remember to bring equipment and materials required

Reminder call to confirm attendance (3 days before event)

Send ‘reconfirmation’ email or text

Email speakers to reconfirm plans

Decide on meet and greet of guests format

Remember to bring equipment and materials required

Choose event venue Agree event timings Venue:Book & reserve date Define target audience and

identify invitees Send ‘save the date’ email Compile rough event

agenda Decide on working titles of

presentations Modify invite for event Decide on task ownership

Choose event venue Agree event timings Venue:Book & reserve date Define target audience and

identify invitees Send ‘save the date’ email Compile rough event

agenda Decide on working titles of

presentations Modify invite for event Decide on task ownership

7 Weeks to go

6 Weeks to go

5 Weeks to go

4 Weeks to go

3 Weeks to go

2 Weeks to go

1 Week to go

Send email invites out (main list)

Set up event register/log Add confirm attendees to

Salesforce and event log *1

Send ‘confirmation’ email to confirmed attendees (within 24 hrs) *2

Begin coordinating event presentation content

Send email invites out (main list)

Set up event register/log Add confirm attendees to

Salesforce and event log *1

Send ‘confirmation’ email to confirmed attendees (within 24 hrs) *2

Begin coordinating event presentation content

Confirm catering with venue

Ensure all equipment needed for the event is available/ordered

Chase reserve list BDM/BDC to book in

follow-up meeting with attendees

Confirm catering with venue

Ensure all equipment needed for the event is available/ordered

Chase reserve list BDM/BDC to book in

follow-up meeting with attendees

Source event literature Order event literature Decide on event learning

outcomes (if CPD being offered)

Source event literature Order event literature Decide on event learning

outcomes (if CPD being offered)

Clarify event aims and objectives

Choose event theme Agree event with ASD Agree & secure budget Agree event location Choose event date Source event speakers

(internal & external) Confirm speaker

availability Finalise event invitees

Clarify event aims and objectives

Choose event theme Agree event with ASD Agree & secure budget Agree event location Choose event date Source event speakers

(internal & external) Confirm speaker

availability Finalise event invitees

Page 12: Workshops presentation   nrsc team meeting

12

Event timeline – event and after event

EventEvent

Send ‘thank you for attending’ email (within 48 hrs)

Salesforce event updated with actual attendees

Salesforce event completed

Send ‘thank you for attending’ email (within 48 hrs)

Salesforce event updated with actual attendees

Salesforce event completed

Follow-up meetings held by BDM/BDC

Follow-up meeting event completed on Salesforce

Collate feedback data and distribute to event speakers

Follow-up meetings held by BDM/BDC

Follow-up meeting event completed on Salesforce

Collate feedback data and distribute to event speakers

Debrief conference call held

Learning points agreed Future events discussed

Debrief conference call held

Learning points agreed Future events discussed

Appointment follow-up calls made

Appointment follow-up calls made

Page 13: Workshops presentation   nrsc team meeting

BDM actions

13

Page 14: Workshops presentation   nrsc team meeting

TAM actions

14

Page 15: Workshops presentation   nrsc team meeting

Roll-out

Page 16: Workshops presentation   nrsc team meeting

June/July Workshops

16

Concept:

2 locations per region each month, spread over a 3 week period

Workshop theme:

Post-Budget decumulation strategies

CPD:

1 hour 40 minutes Structured CPD

Page 17: Workshops presentation   nrsc team meeting

First phase workshop BDM/TAM’s

17

Central:

Gareth Kerr & Ronnie James/Terry Shatwell & Jamie Parker (Nottingham) – 3rd June

Stef Carpenter/Jamie Parker (Northampton) – 4th June

North:

Martin Donnelly (Glasgow) – 17th June Jason Tohill/Matt Lynch (Belfast) – 18th June

South West:

Mark Grubert/Matt Jones (Truro/Plymouth) – 24th June Dan Robinson & Dave Harris/Paul Wright (Gatwick) – 26th June

South East:

Andrew Fishtal & Tim Calder/Andrew Filippidi & Jamie Costigan (Central London) – 25th June

2nd phase workshop BDM/BDC’s: TBC

2nd phase workshops: Provisionally WC 30th June/7th July/14th July

Page 18: Workshops presentation   nrsc team meeting

Workshop sessions breakdown

18

Introduction and strategic update: (Local Aegon BDM/BDC) 10 minute presentation Welcome, strategic update, introduce day, housekeeping

Session 1: (Blackrock – Sanjay Gohill/Dorian Hughes/Alan Lawrence) 20 minute presentation/5 minutes questions Where next for markets and how to navigate through any uncertainty - Market overview/scene

setting/discussion around the MI Strategy funds.

Session 2: (Aegon Technical Presentation Team – Martin Haggart/Phil Hurst)

45 minute presentation/5 minutes questions Budget 2014 – jam today, what tomorrow? Very latest on Budget announcements, tax advantages of

pensions, future of drawdown, topical ideas/angles and spin off opportunities.

Session 3: (Aegon ULG – Jim Callaghan/Phil Stevens) 20 minute presentation/5 minutes questions Working title: Post-Budget opportunities: Meeting client needs

Summary and close: (Local Aegon BDM/BDC) 5 minute presentation Summarise key points, confirm CPD process, promote WebEx sessions and future workshops

First phase workshop theme: Post-Budget decumulation strategies

1hr 40 min Structured CPD

Page 19: Workshops presentation   nrsc team meeting

Workshop timings – E.g. Central London

19

08:30 - Registration (coffee/tea/breakfast)

09:00 - Introduction (BDM/BDC)

09:10 - Session 1 (Blackrock)

09:35 - Session 2 (Aegon Pensions Technical)

10:25 – Comfort break

10:30 - Session 3 (Aegon ULG)

10:55 - Summary & Call to action (BDM/BDC)

11:00 - Close

Page 20: Workshops presentation   nrsc team meeting

Delivery

Page 21: Workshops presentation   nrsc team meeting

Key dates

21

WC 19th May: Venues sourced and confirmed Invitation sent out to 1st phase workshop invitees Process starts for 2nd phase of workshops

WC 26th May: Workshop section created on sales hub and workshop guide

added

WC 2nd June/16th June/23rd June: First phase workshops delivered

WC 23rd June: First phase workshops reviewed and next steps for future

events agreed

WC 30th June/7th July/14th July: Second phase workshops delivered

Page 22: Workshops presentation   nrsc team meeting

22

Jon KiddDevelopment and Presentation Manager07740 [email protected]

This presentation is intended for internal use only

@aegonuk

aegon.co.uk