Farland Group

NOVEMBER 22, 2022

Some topics work better after you have convened the group a few times and gained trust among the members. Timing is everything. Where you are in the cycle of building trust and comfort with your Customer Advisory Board should inform your content focus.

Meetings 40

Meetings B2B 40

Farland Group

MARCH 6, 2023

The Power of Peers for You The power to convene the right peers is highly regarded by executive clients and represents a differentiator among the sea of vendors vying for attention. This broadens the platform for your clients to share and get value while helping to establish them as leaders among their peers.

Innovation 40

Innovation Leadership Marketing Customer Value 40

Farland Group

DECEMBER 21, 2021

If you are convening Europe, Asia, and Americas there is not a shared time zone to make these meetings work reasonably. So, plan for hybrid meetings and then adjust accordingly. Global Boards Need Special Consideration…. Multi-time zone meetings are nearly impossible to build in a hybrid format.

Decision-making 45

Decision-making Meetings 45

Planview

FEBRUARY 28, 2017

Second, there is a desire—a visceral need—to convene the interested parties—the term “stakeholders” is often used to connote this group—in problem solving. The lean practitioner convenes the people who touch the critical flow to map out the value stream. First, each group seeks a more inclusive form of convening.

Supply Chain 40

Supply Chain Facilitation Stakeholders Customer Experience 40

Planview

FEBRUARY 28, 2017

Second, there is a desire—a visceral need—to convene the interested parties—the term “stakeholders” is often used to connote this group—in problem solving. The lean practitioner convenes the people who touch the critical flow to map out the value stream. First, each group seeks a more inclusive form of convening.

Supply Chain 40

Supply Chain Facilitation Stakeholders Customer Experience 40

Desired Path

MAY 13, 2020

The breakfast is an opportunity for these leaders in Customer Success to convene, exchange ideas and further define industry best practices. Organized by DesiredPath , senior executives in the field of Customer Success are invited to share their knowledge and expertise amongst their peer group in an intimate and highly interactive setting.

Customer Success 52

Customer Success Onboarding Construction Negotiation 52

Desired Path

MAY 13, 2020

The breakfast is an opportunity for these leaders in Customer Success to convene, exchange ideas and further define industry best practices. Organized by DesiredPath , senior executives in the field of Customer Success are invited to share their knowledge and expertise amongst their peer group in an intimate and highly interactive setting.

Customer Success 52

Customer Success Onboarding Construction Negotiation 52

Desired Path

MAY 13, 2020

The breakfast is an opportunity for these leaders in Customer Success to convene, exchange ideas and further define industry best practices. Organized by DesiredPath , senior executives in the field of Customer Success are invited to share their knowledge and expertise amongst their peer group in an intimate and highly interactive setting.

Customer Success 52

Customer Success Onboarding Construction Negotiation 52

Planview

MAY 9, 2017

You convened your first value stream mapping exercise with a group of “friendlies.” Colleagues who would cut you some slack as you got a handle on what it means to convene a group of people from across the organization to create a visual understanding of one the critical value streams and the opportunities for improvement.

Digitalization 49

Digitalization Innovation Organization Acquisition 49

Envisio

MARCH 6, 2023

She was also nationally selected to participate in the Local Government 2030 convening. In addition to her impactful work in removing barriers in the City’s permitting process, Erika also serves on the Hillsboro School Board and is Vice President of the Oregon School Boards Association. You are an icon, Erika!

Government 52

Government Small Business Media Management 52

Envisio

SEPTEMBER 20, 2023

Local governments may lack resources, but they can lead in convening partners and infrastructure development for cross-sector solutions. Cities and counties alone can’t tackle these complexities. The key is strong cross-sector partnerships, fueled by integrated data systems for accountability. to 09:30a.m.

Government 52

Government e-Learning Leadership Innovation 52

Hubspot Sales

MARCH 30, 2018

In the final stage of the decision making process, your prospect will likely convene with other key stakeholders to make a final vendor choice. As you and your team are considering your final decision, is there anyone who's on the fence I should speak with? Are there talking points I can arm you with in these conversations? ".

Decision-making 111

Decision-making Stakeholders Construction Facilitation 111

Zendesk

AUGUST 6, 2021

In a panel titled, “ The Looming Mental Health Crisis Tsunami ,” medical experts and a chief executive from Accenture convened to discuss the questions that are top of mind for employers. This was a topic of conversation during the SXSW 2021 virtual conference. One thing that was clear: There’s a lot we don’t know.

Healthcare 98

Healthcare Insurance Decision-making Leadership 98

Desired Path

JUNE 17, 2020

The breakfast is an opportunity for these leaders in Customer Success to convene, exchange ideas and further define industry best practices. Organized by DesiredPath , senior executives in the field of Customer Success are invited to share their knowledge and expertise amongst their peer group in an intimate and highly interactive setting.

Marketing 52

Marketing Finance Value Proposition Banking 52

Desired Path

JUNE 17, 2020

The breakfast is an opportunity for these leaders in Customer Success to convene, exchange ideas and further define industry best practices. Organized by DesiredPath , senior executives in the field of Customer Success are invited to share their knowledge and expertise amongst their peer group in an intimate and highly interactive setting.

Marketing 52

Marketing Finance Value Proposition Banking 52

Desired Path

JUNE 17, 2020

The breakfast is an opportunity for these leaders in Customer Success to convene, exchange ideas and further define industry best practices. Organized by DesiredPath , senior executives in the field of Customer Success are invited to share their knowledge and expertise amongst their peer group in an intimate and highly interactive setting.

Marketing 52

Marketing Finance Value Proposition Banking 52

SBI Growth

SEPTEMBER 20, 2013

It is convened by the CSO or the top sales officer. Observe them when they are knee to knee with prospective buyers. Are they using your sales process? Expert Panel. An Expert Panel is a classic focus group. It’s a select collection of the top performers in the organization. It includes representatives from sales and marketing.

Organization 124

Organization Sales Sales Management Meetings 124

SBI

OCTOBER 10, 2017

The timing happens to work perfectly considering that the first ever Sales Enablement Society Conference is convening in Dallas at the end of this month. If you are a Sales Enablement professional, you have to get involved in this non-profit association. It’s a grass-roots organization with chapters popping up all over the world.

Sales 55

Sales Profitability Sales Technology CRM 55

Farland Group

DECEMBER 1, 2022

But primarily, we want these customers to see us as a convener of executives across various industries in a way that helps shape our respective directions, not just Thomson Reuters’.”. We’re confident that if we do this right, the commercial activity will follow.

Leadership 52

Leadership Meetings Government Organization 52

Planview

AUGUST 25, 2017

departmental teams or functional team) regularly convene around an idea board (figure 1). Ostensibly about how organizations can benefit from the insights and perspectives of their front-line workers, the approach lends itself well to an inclusive, rigorous form of continuous improvement. Figure 1: Idea Board.

Innovation 66

Innovation Facilitation Organization Software 66

Planview

AUGUST 16, 2016

Convening the community: how might we be open and inclusive in posing the question once we define it? Identifying the challenge: can we identify together the creative tension—the energy—around this part of the business? Framing the question: can we structure the question such that it is understandable, accessible, and compelling to all?

Innovation 63

Innovation Meetings Organization 63

SBI Growth

APRIL 11, 2013

It is convened by the CSO or the top sales officer. You get two important documents: Sample Expert Panel pre-work document. Detailed template for an Expert Panel meeting agenda. The Expert Panel is a select collection of the top performers in the organization. It includes representatives from sales and marketing.

Facilitation 118

Facilitation Meetings Organization CRM 118

SBI Growth

APRIL 10, 2013

75 CEOs will convene to network and learn best practices to evolve their businesses. I have the privilege of speaking at ACETECH’s CEO symposium in Whistler, Canada this week. ACETECH is a non-profit organization helping train and mentor CEOs of technology companies. ~75 I’m conducting a workshop on SBI’s Topgrading for Sales methodology.

Small Business 110

Small Business Acquisition Sales Onboarding 110

SBI Growth

SEPTEMBER 4, 2012

One way to leverage the customer knowledge of your sales force is to convene an “Expert Panel”. Whether face to face, on the phone or exchanging emails, this level of interaction produces incredible insight into what prospects and customers expect and value in their journey to purchase.

Marketing 115

Marketing Sales Media Decision-making 115

SmartKarrot

MAY 11, 2022

Proactively convene commercial renewals and upsell discussions with customers. Predictively identify and reduce any risks to product adoption, usage, and/or renewal, working with Senior Leadership where needed.

Customer Success 19

Customer Success Value Proposition Stakeholders Onboarding 19

Engage Selling

DECEMBER 27, 2017

The post Forms Follow Function appeared first on PCMA Convene. Driver License and Identification Card Application before (left) and after the hackathon. Innovative Meetings is supported by the Irving Convention & Visitors Bureau, irvingtexas.com.

Government 48

Government Construction Stakeholders Innovation 48

Zendesk

JANUARY 18, 2022

Sales and operations planning is the process by which executive teams from across a business convene to ensure all departments are balanced and functioning. In this piece, we’ll take you through the process and purpose of one of the most important tools you can use for developing and maintaining internal business health. What is S&OP?

Supply Chain 52

Supply Chain Logistics Finance Decision-making 52

CM Partners

SEPTEMBER 13, 2018

In our work supporting multi-stakeholder dialogues, we have found it essential to be clear about roles, and to separate the facilitator role from that of convener or honorable guest. 3)A need for skilled facilitators, not just moderators. In most public meetings, a moderator smooths the transitions of the conversation.

Meetings 52

Meetings Facilitation Stakeholders Government 52

ClearPoint Strategy

JULY 7, 2021

Have you convened a meeting to talk about progress only to realize you don’t remember what changes you committed to during the last meeting? These disconnected dashboards will result in a disconnected organization because you will be making decisions independent of each function and not optimizing decisions for the entire organization.

Organization 98

Organization Healthcare Decision-making Government 98

ClearPoint Strategy

JULY 7, 2021

Have you convened a meeting to talk about progress only to realize you don’t remember what changes you committed to during the last meeting? These disconnected dashboards will result in a disconnected organization because you will be making decisions independent of each function and not optimizing decisions for the entire organization.

Organization 52

Organization Healthcare Decision-making Government 52

CM Partners

DECEMBER 13, 2017

Instead of coercing the supplier with its financial muscle, threatening a lawsuit, firing the supply chain manager or switching to another supplier, the aerospace company convened a multi-supplier dialogue – up and down the supply chain.

Leadership 52

Leadership Supply Chain Negotiation Suppliers 52

SmartKarrot

JULY 14, 2022

Proactively convene commercial renewals and upsell discussions with customers. Predictively identify and reduce any risks to product adoption, usage, and/or renewal, working with Senior Leadership where needed.

Customer Success 3

Customer Success Customer Experience Performance Review Onboarding 3

SmartKarrot

FEBRUARY 16, 2022

He also convenes SaaStrannual.com, the world’s largest SaaS founder and startup gathering. He also has a Podcast where he shares knowledge on running a successful SaaS company. Jason Lemkin. One of the biggest SaaS influencers, Jason Lemkin founded SaaStr.com, the world’s largest community for SaaS/B2B founders.

Co-Creation 10

Co-Creation Investors Computers and Electronics Finance 10

Planview

JUNE 2, 2016

They see the practice as a way for their peers and for them to realize their potential for leadership by way of convening on the questions that matter and by way of pursuing the ideas that stem from the dialogue that follows. People who practice collaborative innovation intend the best. Figure 1: going with the flow. What is ROI?

Innovation 49

Innovation Leadership Organization Publishing 49

Planview

JUNE 2, 2016

They see the practice as a way for their peers and for them to realize their potential for leadership by way of convening on the questions that matter and by way of pursuing the ideas that stem from the dialogue that follows. People who practice collaborative innovation intend the best. Figure 1: going with the flow. What is ROI?

Innovation 40

Innovation Leadership Organization Publishing 40

Planview

MARCH 29, 2016

In this article, the innovation architect Doug Collins shares what was on the minds of senior product management leaders on this topic when they convened, recently. Sidebar on facilitation: when you convene a group of intelligent, articulate people, you respect their presence by leading with the critical question or questions.

Decision-making 40

Decision-making Innovation Acquisition Facilitation 40

Planview

MARCH 29, 2016

In this article, the innovation architect Doug Collins shares what was on the minds of senior product management leaders on this topic when they convened, recently. Sidebar on facilitation: when you convene a group of intelligent, articulate people, you respect their presence by leading with the critical question or questions.

Decision-making 40

Decision-making Innovation Acquisition Facilitation 40