The Ralph and Luci Schey Sales Centre Alumni Society Past/Present/Future

Satellite ChapterSatellite ChapterKickoff 2009Kickoff 2009

Cincinnati, Ohio

Mike Cady, Founding Chair & Fundraising Director

Stacy Brown, Chapter Co-President

Caitlin King, Chapter Co-President

Agenda

• SCAS Overview• Numbers / Metrics• Historical Overview• Right Now / Take Action• Membership• Upcoming Event (s)• Leadership / Development• Direction for 2009-1010• Final Thoughts / Your

Thoughts• Anything else…

The Ohio University Sales Centre Alumni Society (SCAS)

Our Mission:

…To deliver the ultimate Alumni Experience through Professional Networking, Continuous Learning, Student Development and Social Engagement.

AbbottADPAmerican EagleAmeriprise FinancialAshland ChemicalCardinal HealthCDWChase BankCintasCisco SystemsColgate PalmoliveData DomainDeloitteEli LillyEMC

Fifth ThirdGeorgia PacificGlaxo (GSK)Guidant Corp.Handleman Co.Johnson & JohnsonLiberty MutualLimited BrandsMacy’sMicrosoftNational City BankNews America MarketingNorthwest FinancialOracle / BEA Systems, Inc.Phillip Morris

Parker HannifinPaychexProctor and GamblePWC GlobalSankyo PharmaSky Insurance / HNBStarbucksStandard RegisterStryker MedicalSypherlinkTotal Quality LogisticsThe Washington PostWestern and SouthernWorthington IndustriesXerox

350+ 350+ AlumniAlumni

FinancialTop 10% of new advisors. 2003 First Year Top Achiever Award> 2003 Brought in 34 new relationship based clients compared to national average of 26. 2004 and 2005 Circle of Success as a Manager.2006-2008 finished in top 10% of peers as an independent advisor.

Technology and I.T. .Solutions> #1 Solutions Executive at 252%; #1 in Eastern USA> #1 Account Manager at 111%; #1 in Region> #2 Specialist in North America at 145%> President’s and Par Club 4 of 5 years in sales

Insurance > 136% of sales goal reached in first year.> Youngest member to ever be induced into Sky Insurance Champions Club.

Banking> Promoted to manage Banking and Insurance relationships at Company headquarters in year 2.> 98% revenue retention despite employee turnover and company change.

SCAS Performance Snapshot

100100 of 350 of 350 w/ 4+ yrs w/ 4+ yrs

experienceexperience

Passion – Planning – Dedication – Execution - Commitment

August 2005Evolution of the Alumni Society> Founding Board, 12 members> 10 meetings in 4 months> Location of Alumni Qualified / Alumni Surveyed / Profile Developed> Development of Org Chart, Roles and Responsibilities> Mission, Vision and Core Objectives as a result of Alumni feedback > Development of Constitution and Bylaws> Succession Plan created and implemented> Development of Budget and Membership Platforms: Gold, Silver, Bronze> 1rst Annual Alumni Experience Day, Athens (18 Alumni)

Historical Overview

2006Developing Interest and Awareness> 2nd Annual Alumni Experience Day, Athens (29 Alumni)> Formal Approval by OUAA as a recognized Society> 1st Annual Founder’s Day, COSI Columbus (30+ Alumni)> 1st Annual Golf Scramble / Networking Event, Shamrock Golf Club- Columbus (24 Alumni)> 1st Homecoming Sponsorship and Participation, Athens> 1st Directory and 1st Newsletter Produced and Distributed> 1st Sales Centre Candidate / Alumni Shadowing Initiative

Historical Overview Continued…

2007Development and Commitment – Participation and Membership> Inception of Annual Calendar of Events to improve organizational planning and team expectations:

> SLT meets monthly, Board meets Quarterly> 3rd Annual Alumni Experience Day, Athens (36 Alumni)> Philanthropy 1st Annual Rock ‘N Run For Life 5k, Athens> 1st Participation in OUAA Alumni Leaders Conference and Network> 2nd Annual Founder’s Day / 2nd Annual Golf Scramble, Briarwood at Wiltshire Golf Club in Cleveland (75 Alumni & Friends)

> 1st Honorary Sales Certificate presented to Sean Holloway, dedicated alumni> Addition of 2 New Board Members

> 2nd Homecoming Sponsorship and Participation> 2nd and 3rd Newsletters Produced and Distributed> 5 Year Strategic Plan Developed>Contributing Members at ALL Levels:

> Gold, Silver and Bronze> Alumni interest / participation increasing> Money management process developed

Historical Overview Continued…

2008> 4th Annual Alumni Experience Day in Athens, Ohio (nearly 40 Alumni, 100+ students). > Developing partnerships with OU Alumni Societies & OUAA> 3rd Annual Golf Scramble in Dublin, Ohio (75 Alumni, Board Members, and Friends).> Implemented and Marketing LinkedinLinkedin SCAS Group (115 members)> Implemented and Marketing OU GatewayOU Gateway SCAS Group> Execution of Bi-annual Newsletters with Issues IV and V> Alumnus Mike Cady awarded “Lifetime Friend of the Sales Centre”> Continued to add new Members to the Board> First Annual Summer Cookout

If you would like to get involved with the board, the society or even coordinate an event, please contact Stacy Brown or Caitlin King

2009> 5th Annual Alumni Experience Day held March 6-7 (20 Alumni, 100+ students). > Fall Newsletter delivered in January 2009> Added an award/banquet style dinner on Friday Night for Alumni.> Alumnus Chris Johnson awarded “Lifetime Friend of the Sales Centre”> Inception of FIRST SATELLITE CHAPTER – Cincinnati!!!!!!!

A sincere thanks and recognition goes out to Stacy and Caitlin for their commitment to making this happen!

TAKE ACTION Plan for 4th Annual Golf Scramble planned for July 10 in Cincinnati, Ohio. Location TBD Plan for 2nd Annual Summer Bash in Columbus August 2009 Submit your request to be a part of the LinkedinLinkedin SCAS Group

…For Networking of Alumni, Current Students, and a few support staff only.…123 members as of March 17, 2009…Get connected, post discussions, view job opportunities, sharer information, get up to

date news and communication, etc.

Right Now…

Visit www.ousalesalumni.org

…We control the content

…Post your pictures via flickr thru the website

…Submit your membership dues online through the website (by month end)

Submit your request to be a part of the OU OU GatewayGateway SCAS Group

Expect the Spring Newsletter in May timeframe Alumni Directory II will be delivered in 2009 Contact Greg Scharer, Director of Alumni

Relations to update your contact information. Let him know you are a Sales Centre Grad. [email protected]

Set an example for ALL future satellite chapters to follow

Gold Member Status: $250

> Select few members

Silver Member Status: $100

> Multiple members

Bronze Member Status: $50

> Growing amount as awareness increases

Alumni Society Membership Contributions

Thank youThank you IMS, ADP, Miracles for Life & Liberty Mutual for your 2007 Alumni Society donations!

Upcoming Alumni Events

MARK YOUR CALENDARS

• SCAS 4SCAS 4thth Annual Golf Annual Golf Scramble:Scramble: July 10, 2009 immediately following the PSAB Executive summer board meeting. Details to follow

• SCAS 2nd Annual Summer Bash: August 2009 at Mike Cady’s in Dublin, Ohio.

Mike Cady and Chris Johnson Doer

Scholarship Award for Proven Ability to

Make it Happen

Leadership and Development

Applicant Minimum Requirements:GPA- 3.0

Year of study- Juniors OnlyExtra-curricular Activities- Minimum of One other Organization holding a leadership position in that

organization (Athletic, Educational, Social, etc)Must hold a leadership position in the Sales Centre

Must be pursuing a sales certificate10 hours of Community Service minimum in the past 6 months.

Professional Resume2 Page maximum Essay about why they are a “Doer”

We are looking for a student/young professional that has demonstrated success professionally, academically, in the community and as a Sales Centre Leader. This candidate possesses the ability and has proven to get the job done in all of the above finishing on top & excelling in everything they do no matter what obstacles or objections they face. This person truly perseveres when faced with a

challenge and exemplifies a “can and will do” attitude.

Annual Scholarship Amount: $1,000

Direction for 2009 and 2010

2009 and 2010Execution of Growth Strategy to deliver Value to the Sales Centre at every level….Chris Johnson, SCAS Chair

Get Active Membership to 100 dues paying members!Alumni Outreach to develop 6 Satellite Chapters w/ Board Liaisons

All Ohio (Cincinnati and Cleveland), Chicago, New England, Charlotte, Florida, Continue responding to Virtual Challenges to drive more Alumni Involvement utilizing linked-in to deliver Web-Cast training, networking, etc. Continue to deliver upon our 2 key signature events Grow Active Membership and Participation, Change Management Continue execution of successful deliverables with a focus on improving the experience and value delivered to the Alumni and Sales Centre constituents Plan and build for Growth- We MUST drive interest for “Active” participation Succession planning – On-Going We will get a Directory out this year. Deepen Relationship with the University Alumni Networks

Passion – Planning – Dedication – Execution - Commitment

Final Thoughts

GET INVOLVEDGET INVOLVEDYou can Make a Difference!You can Make a Difference!

Shorten Training Cycles, Win more Deals Shorten Training Cycles, Win more Deals and Minimize Turnover with our trained and Minimize Turnover with our trained

sales force of 500 confident sales sales force of 500 confident sales candidates and experienced sales candidates and experienced sales

professionals.professionals.

Passion – Planning – Dedication – Execution - Commitment

Thank you for your support & participation!!!!

Founding Board: Our Vision is to help advance The Sales Centre to become the nationally recognized collegiate sales organization

by 2008. – National Sales Champions February 2009National Sales Champions February 2009