Workshops presentation nrsc team meeting
description
Transcript of Workshops presentation nrsc team meeting
Workshops - roll out and delivery
Jon KiddDevelopment and Presentation Manager
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
Background
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
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
Aegon’s key objectives
6
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
Event planning
Key event stages
9
10 step process to running a workshop
10
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
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
BDM actions
13
TAM actions
14
Roll-out
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
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
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
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
Delivery
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
22
Jon KiddDevelopment and Presentation Manager07740 [email protected]
This presentation is intended for internal use only
@aegonuk
aegon.co.uk