2021 TEAM COALITION STRATEGIC PLAN...Jan 01, 2021 · Develop, manage brand standards Enhance media relations Engage in industry conversations Develop mutually beneficial partnerships

2021 TEAM COALITION STRATEGIC PLAN

1

GOVERNANCE

AWARENESS FISCAL

STABILITY

FEB MAR APR MAY JUN JUL AUG SEP

Develop collegiate content

Ensure training is competitively priced

Enhance training product – in-person and online

Develop ecommerce for training products

Provide access to data and subject matter experts

Develop partnerships with state certification agencies

Ensure TEAM trainers are the best of the best

Maximize training revenue

Manage promotional assets

Website integration

FY 2021 TRAININGCOMMITTEE PROJECTS

New product ready to offer

Prioritization based on

customer locations

First MT videos

Plan in

development

Pricing Bundles

Certify students

small group of

programs

Changes

approved, made

Finalize

Docs

Complete


Improve TEAM’s website and social media

Develop, manage brand standards

Enhance media relations

Engage in industry conversations

Develop mutually beneficial partnerships

Manage value proposition assets

Provide sponsorship support services

Reimagine fan engagement offerings and activities

Manage monthly newsletter

FY 2021 MARCOMMCOMMITTEE PROJECTS

Finalize Docs


Clarify membership offering

Manage membership recruitment assets

Engage members

Recruit new members


Provide fan engagement consultation services


FinalizeDocs

Membership Meeting

Membership Dues Invoices

Committee Surveys

FY 2021 MEMBERSHIP COMMITTEE PROJECTS

Vote on New Tier Structure

DevelopMenu

DevelopToolkit

Establish Targets

FinalizeDocs


Maintain clear expectations

Cultivate culture of feedback

Recruit strategically

Budget includes input from stakeholders

Budgetary performance monitored and addressed

Maintain active committees

FY 2021 GOVERNANCE & FINANCE COMMITTEE PROJECTS

Membership Votes to Approve

Committee Chairs Submit

Budget Requests

Board Approves

Quarterly Review

Quarterly Review

Quarterly Review

Quarterly Review

Quarterly Review

Quarterly Review

ED Performance

Goals

Board Orientation

BOD & Committee

Surveys

Survey Results

ED Performance

Review

BOD Survey

Survey Results

AWARENESS OBJECTIVES

6

AWARENESS TEAM IS A STRONG BRAND

TEAM IS A “GO-TO”

RESOURCE FOR

MEDIA AND

INDUSTRY


Improve TEAM’s website and social media

Develop, manage brand standards

Enhance media relations

Engage in industry conversations

AWARENESS OBJECTIVES AWARENESS

• TEAM lead - Liz

Project Owners Key Stakeholders

Milestones

February March May June September

Audit website

Make design

changes,

quarterly

website

traffic report

Quarterly

website

traffic report

Quarterly

website

traffic report

In progress Not Started Not Started Not Started Not Started

8

MarComm Improve Website Updated 1/12/21

Website Improvements

• Audit website and make recommendations

• Add more images, less text

• Report website traffic, functionality quarterly

• Update website monthly at a minimum

On/Off Track

Notes

Next Steps

• Executive Director

• Graphic Designer

• Board of Directors

AWARENESS

Milestones

January March May July September

TEAM Staff

updates

current brand

standard

assets

Committee

provides

feedback

and edits are

made

TEAM Brand

standards are

put into a

media kit

Media Kit

approved

and added

to website

Updates to kit

with new

fiscal year

information

Not Started Not Started Not Started Not Started Not Started

9

MarComm Brand Standards Updated 1/12/21

Establish and Enforce Brand Standards

• Logo use

• Responsibility Has Its Rewards use

• Font

• PPT deck template

• One-pager template

• Audit internal and external communications annually

On/Off Track

Notes


• TEAM lead - Liz

Next Steps




AWARENESS

Milestones

January February March April September

Identify goals, objectives, & target audiences to engage with; TEAM makes any initial updates & reviews current PR templates

Committee Reviews messages and provides insight/feedback on plans for media engagement & PR templates

TEAM implements feedback and creates a schedule/outline for media engagement & PR templates

Final plan & schedule is reviewed by committee and put in place; final PR edits are made

Metrics of plan are reviewed & updates are made; Committee reviews templates are still up to date

Not Started Not Started Not Started Not Started Not Started10

MarComm Media Relations Updated 1/12/21

Enhance Media Relations

• Develop media relations engagement plan

• Report progress at biannual membership meetings

• Press release templates

• RHIR winners

• New member

• Response to incident of negative behavior

On/Off Track

Notes


• TEAM lead - Liz

Next Steps




AWARENESS

Milestones


TEAM Staff lead creates document with past engagements

Committee reviews list and shares other opportunities for engagement

Complete Not Started

11

MarComm Industry Outreach Updated 1/12/21

Engage in Industry Conversations

• Establish list of events/programs where TEAM should participate

• List of important industry conferences/speaking engagements

• TEAM provides at least 1 meeting (virtual or in-person) for

sports/entertainment industry members

On/Off Track

Notes


• TEAM lead – Liz

• Secondary

Next Steps


• Master Trainers

• Facility Senior Managers


AWARENESS

FISCAL STABILITY OBJECTIVES

12

FISCAL

STABILITY

Training is known in

the industry as ‘the

gold standard.”

TEAM is an

expert in fan

engagement.

TEAM has a strong

value proposition

for members.


Develop Collegiate Content

Ensure training is competitively priced

Enhance training product – in-person and online

Develop ecommerce for training products

Develop partnerships with state certification agencies

Ensure TEAM trainers are the best of the best

Maximize training revenue

Manage promotional assets

TRAINING IS KNOWN IN THE INDUSTRY

AS “THE GOLD STANDARD”

FISCAL

STABILITY

Website integration

New product ready to offer

Prioritization based on

customer locations

First MT videos

Pricing Bundles

Certify students

pilot programs

Changes

approved, made

FinalizeDocs

Complete


Clarify membership offering

Manage membership recruitment assets

Engage members

Provide access to data and subject matter experts

Recruit new members

Develop mutually beneficial partnerships


Manage monthly newsletter

Membership Meeting

Membership

Dues Invoices

Committee Surveys

Vote on New Tier Structure

FinalizeDocs

Establish Targets

FinalizeDocs

TEAM HAS A STRONG VALUE

PROPOSITION FOR MEMBERS

FISCAL

STABILITY

Plan in

development



Provide fan engagement consultation services

Provide sponsorship support services

TEAM IS AN EXPERT IN FAN

ENGAGEMENT

FISCAL

STABILITY

DevelopMenu

DevelopToolkit

Milestones


Certify students from pilot schools; develop content

Finalize content; update MTs; develop sales tools

Outreach to schools; review pilot feedback

Continue

outreach

Goals:• 10 - 20

schools

implement• $15,000 new

revenue

In progress In progress Not Started Not Started Not Started

16

Training Collegiate Program Updated 1/12/21

Collegiate Program

• Research demands through outreach to colleges

• Set pricing

• Develop content

• Market program

• Track sales, feedback

• Enhance program based on feedback

On/Off Track

Notes


• TEAM lead - Brandon • Master Trainers


• Sub-committee – sports

management professors


FISCALSTABILITY

• Clear/Concise Process

• Easy to use & implement

$500 $550 $800

Toolkit

Online Set-up

IDP

Milestones


TIPs &

ServeSafe

Price

Comparison

Add regional,

state & local

programs to

comparison

Complete Upcoming

17

Training Price Comparison Updated 1/12/21

Price Comparison

• Research pricing for comparable, national programs in alcohol

management training

• Chart price comparison

On/Off Track

Notes


• TEAM lead - Brandon

Next Steps

• Master Trainers



PROJECT COMPLETE

Key Doc: Alternatives to TEAM Training

Add regional, state and local programs to

price comparison

FISCALSTABILITY

Milestones


Make OT adjustments

IDP agenda updates;Hybrid training option;Identify accommodations

for disabilities

Accommodationsfor special needs;Track usage for OT including retakes

Identify Intro video logistics

Plan to update intro video

In Progress

Not Started Not StartedNot Started

Not Started

18

Training Enhance Product Updated 1/12/21

Enhance Training Product – In-Person/Online

• Update training introduction video

• Make enhancements to online employee training

• Hybrid training option – face to face training + Brainshark for certification test

• Address special needs

• Modifications for participants with disabilities

• Add presentation customization to IDP agenda

On/Off Track

Notes



Next Steps

• Master Trainers



FISCALSTABILITY

Milestones


Launch new database;Identify Glimmernetcapabilities

Create Independent Certification Option;IDP Payment;Payment for

multiple products

Launch Independent Certification Option,Student

payment

Evaluate Ecommerce usage

In Progress Not Started Not Started Not Started Not Started19

Training Ecommerce Updated 1/22/21

Ecommerce for Training Products

• Online payment for IDP registration

• Online payment for students participating in collegiate program

• Online payment for starter kit bundle – delayed until after FY ends; Covid-

Relief discount in place through 9/30/21 (10% discount on $3,000 spent, 20%

discount on $5,000 spent)

• Online payment for Level 1 or Level 2 employee certification unaffiliated with

account or facility

On/Off Track

Notes



Next Steps

• Master Trainers


• Chief Operations Expert


• Glimmernet

FISCALSTABILITY

Milestones


Training

Requirements

by state

Contact gold

states

Update State

Law sheets;

Contact silver

states

Contact

bronze states

Goal:

Approved

responsible

training

provider in all

gold states

Complete Not Started Not Started Not Started Not Started

20

Training State Agencies Updated 1/12/21

Connect with State Enforcement Agencies

• Update state law sheets

• Ensure TEAM program is approved by all states that mandate training/certify

providers

• Identify training requirements for each state

On/Off Track

Notes


• TEAM lead - Brandon• Master Trainers



FISCALSTABILITY

State classification based on training requirements and current

training usage in state

Milestones


Review current MT requirements

Determine method for MT eligibility and accountability;

List of database enhancements

Brief MTs on database enhancements

Ensure all MTs meet eligibility standards

Not Started

Not Started Not StartedNot Started

21

Training Trainers Best of Best Updated 1/12/21

TEAM Trainers Best of Best

• Review Master Trainer eligibility and accountability

• Enhance database with networking opportunities and best practice sharing

On/Off Track

Notes



Next Steps

• Master Trainers



FISCALSTABILITY

Milestones


Milestone #1

Milestone #2

Milestone #3

Milestone #4

Milestone #5

Complete Not Started Not Started Not Started Not Started

22

Training Maximize Revenue Updated 1/22/21

Maximize Training Revenue

• Bundle pricing – starter kit (delayed until after FY ends)

• Non-member package – annual, upfront investment (to start with new FY)

• Covid-Relief discount: 10% discount on $3,000 spend, 20% discount on $5,000

spend

On/Off Track

Notes



Next Steps

• Master Trainers



FISCALSTABILITY

Goal: 2,000 employees per monthGoal: 7.5 trainer per month

Key Document: OrderInventoryAnalysis

Milestones


Review content in assets; determine FAQs MTs can answer; logistics for videos

Record MT videos; MarCommCommittee makes updates to documents

Share MT videos; Promo assets ready to share

In progress Not Started Not Started

23

Training Promotional Assets Updated 1/12/21

Manage Promotional Assets

• Training Fact Sheet

• Work Flow for new trainers

• How to customize online training

• Master Trainer videos for sales, FAQs

On/Off Track

Notes


• TEAM lead – Brandon

• Secondary

• Master Trainers



• Comms & Marketing Chair

FISCALSTABILITY

Key Docs:

1. Fact Sheet

2. Training Promotional

3. Training Flow Chart

Key Questions:

1. What is TEAM training?

2. Why use TEAM training?

3. How does TEAM Training work?

Milestones

January March May June September

Finalize membership benefits

Finalize new tiers

Share tiers with BOD

Membership vote on tiers

Roll out new tiers structure

In progress In progress Not started Not Started Not Started

24

Membership Clarify Offerings Updated 1/12/21

Clarify Membership Offerings

• Clearly define membership benefits

• Establish new tiers of membership

On/Off Track

Notes


• TEAM lead - Jill

Next Steps


• Membership Committee


• Concessionaire members

• Alcohol members

FISCALSTABILITY

• Tiers incorporate current member investments in TEAM beyond

dues – training products and consumer programs

• Concern is that current members will move to a lower tier

Milestones

January March May June September

Audit assetsFinalize edits to assets

Make assets available on members onlywebsite

In progress Not started Not started

25

Membership Recruitment Assets Updated 1/12/21

Manage Membership Recruitment Assets

• MOU for new members

• Value proposition

• Membership benefits

On/Off Track

Notes


• TEAM lead – Jill

• Secondary

Next Steps




• MarComm Committee

FISCALSTABILITY

• Marketing & Communications committee is the lead on value

proposition assets

Milestones

January March April May June

Auditonboarding materials

Members only website, finalize edits to materials

Draft agenda for June membership meeting

Final agenda for June meeting

Run June membership meeting

In progress In progress Not started Not started Not started

26

Membership Engage Members Updated 1/22/21

Engage Members

• Members only website

• Onboarding materials

• Biannual membership meetings

• June: vote on next FY budget; BOD & committee survey results

• Dec: membership survey results

• Membership feedback loop

• October: Annual Report; engagement survey (results presented in Dec)

• Oct – April: Dues invoices

• April: BOD and committee surveys (results presented in June)

• Database of mission moments

On/Off Track

Notes



Next Steps




FISCALSTABILITY

Milestones

February March April May June

Data collection/analysis plan

SME list

Include at least 1 SME in June meeting agenda

In progress In progress Not started

27

Training Data, SME Updated 1/12/21

Provide Access to Data, Subject Matter Experts

• Develop plan for data collection and analysis

• Develop and formalize list of subject matter experts and plan for

maintenance of those relationships

On/Off Track

Notes


• TEAM lead – Brandon

• Secondary

Next Steps


• Training Committee



FISCALSTABILITY

Milestones

February April June August September

Createprospects document

Introductions with 5 prospects

Report on progress


28

Membership Recruit Members Updated 1/12/21

Recruit New Members

• Engage membership in prospecting and recruitment efforts by asking for

introductions to prospects

• Maintain living document of membership prospects with regularly updated

information regarding recruitment process/actions

• Report progress toward membership goals at biannual membership meetings

On/Off Track

Notes



Next Steps




FISCALSTABILITY

Milestones

February April June August September

Develop goals for each strategic partner and develop work plan

Committee Reviews and provides feedback on plan

Outreach goals are implemented

Committee reviews edits made to website and provides feedback as

needed

Review success of outreach goals

In Progress Not started Not started Not started Not started

29

MarComm Develop Partnerships Updated 1/12/21

Develop Mutually Beneficial Partnerships

• Develop annual outreach goals with each strategic partner

• Assign MarComm committee member as liaison to each strategic partner

• Establish and develop relationship with responsibility.org

On/Off Track

Notes



• Secondary

Next Steps




• Strategic Partners

FISCALSTABILITY

Outreach goals should be done annually in June

Milestones

January March April May June

Audit assets

Edits are completed by TEAM staff lead and reviewed

Ongoing edits made as required

Ongoing edits made as required

Complete Not started Not started Not started

30

MarComm Value Prop Assets Updated 1/12/21

Manage Value Proposition Assets

• Value proposition

• TEAM At A Glance

• About Membership on website

• Road show deck

On/Off Track

Notes



• Secondary

Next Steps





FISCALSTABILITY


proposition assets

Milestones

January March June September

Annual schedule set

Quarterlynewsletter traffic report



Complete Not Started Not Started Not Started

31

MarComm Newsletter Updated 1/12/21

Manage Monthly Newsletter

• Set annual newsletter schedule

• Produce monthly

• Send the week following each BOD meeting - COE

• Update poll results monthly

• Report on traffic quarterly

On/Off Track

Notes



Next Steps




FISCALSTABILITY


proposition assets

Milestones


Create menu of fan engagement services

Best practices of fan engagement

Refresh assets,Special project brainstorm

Special project to BOD

Special project to membership


32

Membership Fan Engagement Updated 1/12/21

Reimagine Fan Engagement Offerings

• Create menu of fan engagement services available, include ROI / cost-

benefit analysis

• Develop best practices for fan engagement

• Refresh fan engagement assets

• Develop ideas for special projects that engage multiple (if not all) TEAM

members and strategic partners

• Implement 1 special project annually

On/Off Track

Notes



• Secondary

Next Steps




FISCALSTABILITY

Milestones


List of preferred vendors

Toolkits, venue alcohol policies

Complete In progress

33

Membership Fan Engagement Updated 1/12/21

Provide Fan Engagement Consultation Services

• Create venue/sport-specific fan engagement toolkits for members (logos,

contacts, sample materials, best practices)

• Maintain brand-specific fan engagement toolkits

• Venue alcohol service policies by league

• Maintain list of preferred vendors offering fan engagement solutions

• DPMS for iPad/online data collection, digital souvenir photos

• Landmark for inflatables

• Sign language for autograph walls

• VenueNext for in-app data collection

On/Off Track

Notes



• Secondary

Next Steps




FISCALSTABILITY

Milestones

January February May July September

TEAM reaches out to sponsorship teams

Outlines for service model fees presented to MarCommCommittee

Edits to fees are made based on feedback and shared with other

committees

Final edits to service model made based on membership and board

feedback

Fee to be implemented at the start of new fiscal year


34

MarComm Sponsorship Support Updated 1/12/21

Provide Sponsorship Support Services

• Create fee for service model to manage existing responsible fan/designated

driver programs already in place at sports/entertainment venues with a

branded sponsor that is a member of TEAM Coalition

• Connect with brand teams

• Maximize sponsorships of existing responsible fan programs by sharing best

practices with brand teams

• Report on most successful sponsored fan engagement activities at biannual

meeting

On/Off Track

Notes



• Secondary

Next Steps




FISCALSTABILITY

GOVERNANCE

GOVERNANCE OBJECTIVES

35

TEAM’s board is engaged, comprised

of influential individuals, and

adequately prepared to represent TEAM Coalition's mission and membership

TEAM has a strong

committee structure

TEAM's financial oversight is process-

oriented and effective.


Maintain clear expectations

Cultivate culture of feedback

Recruit strategically

Budget includes input from stakeholders

Budgetary performance monitored and addressed

Maintain active committees

FY 2021 GOVERNANCE & FINANCE OBJECTIVES

GOVERNANCE

Membership Votes to Approve

Committee Chairs Submit

Budget Requests

Board Approves

Quarterly Review

Quarterly Review

Quarterly Review

Quarterly Review

Quarterly Review

Quarterly Review

ED Performance

Goals

Board Orientation

Committee Survey

Survey Results

ED Performance

Review

BOD Survey

Survey Results

Milestones

January February March June September

Bylaws, define board roles, MOU, rubric

ED performance goals

Board orientation

Complete In progress In progress

37

GovFin Clear Expectations Updated 1/12/21

Maintain Clear Expectations

Complete

• Update bylaws

• Define board member roles

• Board MOU

• Board rubric

In Progress

• Board orientation

• ED performance goals

On/Off Track

Notes


• TEAM lead – Christy

Next Steps



• GovFin Committee

GOVERNANCE

Milestones

January February April June September

Consent agendas,monthly financial review, chairs reports

ED performance goals approved

Board self-eval survey

shared

Survey results shared

ED evaluation

Complete In progress In progress

38

GovFin Culture of Feedback Updated 1/22/21

Culture of Feedback

Complete

• Utilize consent agendas

• Treasurer shares financial standing monthly

• File management system for important documents

• Committee chairs report monthly

In Progress

• Board self-evaluation survey

• ED evaluation

On/Off Track

Notes



Next Steps




• Treasurer

GOVERNANCE

Milestones

January February April May June September

Consent agendas,treasurer report, docs online

Board survey finalized

Board survey shared

Board survey data collection

Board survey results shared

ED review

Complete In progress Not started Not started Not started Not started

39

GovFin Culture of Feedback Updated 1/12/21

Recruit Strategically

• Ask board members to submit lists of board prospects

• Treasurer shares financial standing monthly

• Board self-eval/engagement survey annually

• Board reviews survey results, recommends changes

• Maintain all important organizational documents securely online

• ED performance review

On/Off Track

Notes



Next Steps




GOVERNANCE

Milestones

April May June

• Committee chairs submit budget requests to GovFin

• GovFin develops next FY budget

• Board reviews budget and approves it for membership review

• Membership receives next FY budget for review

Membership votes to approve next FY budget at membership meeting


40

GovFin Budget Development Updated 1/22/21

Budget Includes Input from Stakeholders

• Committee chairs provide budget requests for next fiscal year

• GovFin creates next FY budget

• Board approves next FY budget

• Membership votes to approve next FY budget

On/Off Track

Notes



Next Steps




• Treasurer

• Committee chairs

GOVERNANCE

Milestones

Feb March April May June July Aug Sept

Monthly

Financial

review

Mid-FY

budget to

actual

comparison

Monthly

Financial

review

Monthly

Financial

review

FY Q3

budget to

actual

comparison

Monthly

Financial

review

Monthly

Financial

review

FY year-end

budget to

actual

comparison

In

progressNot started

Not

started

Not

startedNot started

Not

started

Not

startedNot started

41

GovFin Budget Monitored Updated 1/22/21

Budgetary Performance Monitored, Addressed

• GovFin updates financials monthly

• Treasurer presents financial review to the board monthly

• Revenue expectations adjusted according to training sales, membership

dues collection

On/Off Track

Notes



Next Steps



• Treasurer

GOVERNANCE

Milestones

March June Sept

Mid-FY strategic plan review FY Q3 strategic plan review FY year-end strategic plan review


42

GovFin Active Committees Updated 1/22/21

Maintain Active Committees

• Training, MarComm and Membership committees meet monthly

• Agendas, minutes are maintained and available in drop box folders

• Strategic plan doc is updated monthly

• Projects and goals are on track

• Greater than 50% of member orgs are represented on committees

On/Off Track

Notes



Next Steps


• Committee Chairs

• Committee Liaisons

GOVERNANCE

Documents

2021 TEAM COALITION STRATEGIC PLAN...Jan 01, 2021 · Develop, manage brand standards Enhance media relations Engage in industry conversations Develop mutually beneficial partnerships