CIOC Administration - members.vinylsiding.org · Sidi Siding 020 31 30 3 5 1 KP/Kaycan 0 025 22 0 0 12 0 000 Ply Gem (includes Mitten) 351 322 330 358 440 284 101 92 100 38 65 37

Certified Installer Oversight CommitteeCommitteeAugust 11, 2015

Agenda

• Objectives and agenda approval• Anti-trust

CIOC Ground Rules• CIOC members agree to always think how each decision

affects Manufacturers, DataBanque, Certified Trainers, Certified Installers, CIOC members, VSI staff and all stakeholders in the Program

Ground Rules• Ground Rules▫ Respect what’s said, without side comments▫ Stick to the topic▫ One at a time▫ Everyone gets an opportunity▫ No emotional agreement▫ Listen to the facilitator as chauffeur▫ Don’t need to do all the details here; can delegate▫ Everyone participate▫ Say your name before you speak (for conference calls)

CIOC AdministrationKaren FaberVSI Senior Manager, Certification Programs

CIOC Administration

CIOC Administration

• Review/approve 3/10/15 minutes

5

3/10/15 Action Items Review3/10/15 CIOC Action Items

What Who Deadline Status

Check on the denominator for the overall number of Certified Installers for which they have emails, and make sure they

include the percentage of only currently Certified Installers in the next report. DataBanque 4/1/15 Done

Send DataBanque a list of any email bouncebacks that she receives to update the Certified Installer database. Karen Faber 4/1/15

Solicit certification and recertification commitments from the remaining manufacturers prior to the Spring Meeting. Karen Faber 4/15/15 Done

Look into whether there are any financial issues with reducing the recertification fee from $99 to $75 for early bird

recertification. Karen Faber 7/1/15 Done

Create quarterly reports of recertifications due by company to send to the Certified Trainers and Primary Marketing

Contact for that company. DataBanque 4/18/15 Done

Discuss quarterly recertification reports at the next Marketing Committee meeting. Karen Faber 4/18/15 On hold

Include percentage correct in emails to Certified Installers who pass the exam. DataBanque ASAP DoneUpdate the course PowerPoint that matches the installation manual on the Certified Trainer page of website as soon as

possible, notify the Certified Trainers, and work with Kathleen Brady update the DVD soon after. Karen Faber 5/1/15 DoneWrite up a proposal for French translation of the course, manual and related materials. Karen Faber 5/1/15 Done

Review French translation proposal before Canadian manufacturers are asked to support the effort. Doug Rende 6/1/15 Done

Ask D&T if the installation manual in the resources section can be bookmarked. Karen Faber 3/31/15 Done

Ensure installers can upload their photos for badges when taking the online course. Karen Faber,

DataBanque 7/1/15Work out a fee structure for the online course separate from the fee structure for the in-person course. Karen Faber,

DataBanque 9/1/15 DoneAsk D&T at what point access to the LMS triggers a charge to VSI. Karen Faber 7/1/15 Done

Come up with a way to receive/send marketing materials to the supervisor or marketing person for the Certified

Installer’s company (as well as recertification reminders). DataBanque 7/1/15 In progress

Look into window cling costs and logistics. Karen Faber 6/1/15 Done

Distribute remaining clings to new Certified Installers. DataBanque ASAP In progressPost more sections of the how-to video on YouTube. Hillary Thrasher 6/1/15 In progress

Think about ways to demo or offer online certifications at the Remodeling Show in Baltimore in October. Karen Faber,

Hillary Thrasher 9/1/15 In progress

Send out an email to determine availability for next meeting in early August. Karen Faber 4/1/15 Done

Distribute a prototype of the online course to the group prior to a conference call/webinar to review. Karen Faber 3/30/15 Done

Follow up with DataBanque on Administrator Review Karen Faber 4/15/15 Done

150811 CIOC Minutes Attachment

1

2015 CIOCEight manufacturer members (including Chair), plus one supplier member

Executive VACANT VACANTRobert Clark*CertainTeed

Technical/Installation

Aaron Krause*AssociatedMaterials

Dave VerbofskyPly Gem

Karl Zidar*The Foundry

MarketingJerome Zenoby

HeartlandJan Byer*

Royal

SupplierRyan Beach*

Progressive Foam* New committee member in 2015

Need new committee member and new CIOC chair to serve until the end of 2015. From the Charter: Vacancies: If a seat on the CIOC becomes vacant, the Chair, in consultation with the President, appoints a new member to serve only for the remainder of the year in which the vacancy arose. At the next scheduled election, that position is considered vacant.

Composition: Chair selected from the VSI manufacturer members, by the VSI manufacturer members only, for a two-year term, with a two term limit. All chairs must have served on the CIOC for at least one year.

VSI Fall Meeting

• Steering Committee and Board Strategic Planning to be held in August

• Goals and priorities identified presented at Fall M ti (S t b 16 18) d i O i Meeting (September 16-18) during Opening General Session

• Committee Meetings to follow to discuss 2016 plans based on strategic goals and priorities

• CIOC scheduled to meet 3:15-5:15 on Wednesday afternoon

Update on Progress and ChallengesKaren FaberVSI Senior Manager, Certification Programs

Challenges

Snapshot As of 6/30/15 update• Certified Installers (3 year certification)

▫ 2,503 currently certified 9,366 total certified 752 new Certified Installers in 2014 – most since

2011 531 first half of 2015, on track to improve on last

year’s numbersyear’s numbers 79 Installers recertified first half of 2015

• Certified Trainers (2 year initial certification)▫ 36 currently certified

151 total certified 3 new Certified Trainers from June 2015 class

• Certified Installer Companies ▫ 0 (down from 3) certified▫ Looking into reviving program

• Classes▫ 1,278 for Certified Installers and Trainers

84 Certified Installer classes 2014▫ 50 classes held so far in 2015

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Certified Installer Program Classes As of 6/30/15

12/30/13 12/31/14 6/30/15Certified Installer Classes Sponsored by VSI 3 3 3Certified Installer Classes Sponsored by Manufacturers 899 970 1,010

Test Outs 39 39 39

2008 2009 2010 2011 2012 2013 2014 2015 (1H)

Classes 193 144 148 90 100 64 84 50

Average # in

Class8 10 7 8 8 8 9 11

Classes Sponsored by Others 166 180 196Total Certified Installer Classes 1,107 1,192 1,248Certified Trainer Classes 28 29 30Total Classes 1,135 1,221 1,278

New Certified Installers by Quarter As of 6/30/15

661

870

9,366 Total Certified Installers Since Program Began

12

441404

341297

375

451

339

97

313

519

142 143

323

84

360

269

77 63

324276

10762

164190

3273

290256

171

35

366

165


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AuditItem 6/30/13 12/31/13 6/30/14 12/31/14 6/30/15

Class Initiation Forms On Time (%)

63% 76% 93% 84% 98%

Examination Packets and Required Documents On Time (%)

80% 100% 98% 100% 98%

Examination Packets and Required Documents Complete (%)

70% 100% 96% 94% 95%

Improvement continues in all areas

Number in classes up

Fantastic numbers ll hiInvoices Paid On Time (%) 35% 46% 91% 88% 94%

Average Number in Classes 10 7 10 7 11

Certification (%) 81% 81% 85% 88% 88%

On Hold (%) 2% 0% 0% 0% 0%

Turnaround Time 2 6 6 1 1

Certified Installer Emails for Reporting Period (%)

89% 100% 88% 89% 94%

Certified Installer Emails To Date (%)

68% 64% 65% 66% 68%

overall, things are running smoothly

Steering Committee Commitments As of 6/30/15

Initial Recertification

2012 2013 2014* 2014 2015* 2015 2012 2013 2014* 2014 2015* 2015

AMI 130 53 120 87 30 34 17 3 30 9 15 9

CertainTeed 98 25 100 64 75 0 108 94 100 48 60 21Heartland Sidi 0 0 20 31 30 3 0 0 5 0 0 1Siding 0 0 20 31 30 3 0 0 5 0 0 1

KP/Kaycan 0 0 25 22 0 0 1 2 0 0 0 0Ply Gem (includes Mitten) 351 322 330 358 440 284 101 92 100 38 65 37

Royal 3 6 50 52 50 27 21 9 30 4 10 11

Style Crest 0 0 50 21 25 0 0 0 0 0 0 0

The Foundry 28 10 20 22 20 0 7 5 20 1 20 1

Totals 610 416 715 657 670 348 255 205 285 100 170 80

* Commitments

Who else is training Certified Installers?

Company City State ContactCoors Exteriors, Inc Lafayette IN Vincent CoorsExterior Building Products Greenfield IN Jim GammonHomes of Hope Greenville SC Bob Ivins

• Non-VSI members are also teaching classes• Power Home Remodeling Group, Suburban Construction and Thompson Creek have

recently scheduled multiple classes• The majority of our new Certified Trainers (from the classes in November 2013, November

2014 and June 2015) have been your customers

Hurst Exteriors LLC Denver PA David HurstNorthwest Exteriors, Inc. Rancho Cordova CA Bill HughesPower Home Remodeling Group Chester PA Earl LanzettaPower Home Remodeling Group Chester PA James Lockwood, Jr.Sears Home Improvement Longwood FL Bill BrittSouthend Exteriors, Inc. Charlotte NC Nathan GillespieStover's Siding Inc. Wilmington NC Christopher ArnoneSuburban Construction Davenport IA Brian Girskis, JrSuburban Construction Davenport IA Stephen BolandThompson Creek Window Company Lanham MD John RommUnique Home Solutions Indianapolis IN Carey DidionUnique Home Solutions Indianapolis IN Jon ElseaWindow World Bridgeton MO James Webb

Administrator UpdateSusan AllenDataBanque

Administrator Update

Administrator Update• Program changes▫ We modified the registration form to allow

trainers to register “audit only” attendees▫ Altered “you passed” email to include %

• Achievements▫ Successfully launched geography-based class

recruitment email campaign• Challenges▫ None

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Emarketing Initiatives• DB uses Oracle Eloqua to ▫ Inform installers of test results▫ Inform trainers of class results▫ Market to past, present and future certified installers

• We currently run two types of “marketing” campaigns• We currently run two types of marketing campaigns▫ Class recruitment based on 50-mile radius around training

location zip code, 100 miles for rural location▫ Recertification reminders 90 days prior to recertification date 30 days prior to recertification date Notification of “provisional status” 90 days prior to end of provisional status 30 days prior to end of provisional status Notification of expiration


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Emarketing Results

Campaign Sent Deliv. UOpen

UO % UCT UCT%

Class announcement 159 124 46 37% 5 4%

Prior to certification date 324 260 61 23% 11 4.2%3 4 3 4

Post certification date 1270 1117 239 21% 18 2%

Opportunities for Improvement

• Target performance metrics▫ Target unique open rate is 30%+ for B2B email▫ Target unique click-thru is 6%+

• Content improvement▫ Case studies▫ New market requirements for VSI certification▫ A/B testing for subject lines

Opportunities for Improvement

• Embed Certified Installer Resource video in re-certification emails (not completed from last meeting)

Online Learning Launch Support• Develop an email “countdown” series to be

distributed by VSI member companies to their installer databases

• Email considerations• Email considerations▫ Co-branded member company/VSI▫ Ideally include a “Top 5” or “Top 10” list Top 5 reasons to become VSI certified

▫ Manufacturers could offer a “discount” to installers that certify within the first 60 or 90 days

▫ Others??

Online Learning Launch Support

• DB can support the initiative in 2 ways:▫ Create and provide HTML to the member

companies marketing teams▫ Member companies provide list for 1-time use

only and DB can manage the send No hassle Complete data security Timing coordinated across member organizations

Program UpdatesKaren FaberVSI Senior Manager, Certification Programs

Program Updates


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Installation Manual Update• New VSI Installation Manual printed December

2014• Available on the VSI website – copies can be

downloaded free or ordered using the downloaded free or ordered using the Publications Order Form

• VSI Installation Manual continues to be one of the most popular downloads on the website

Installation Manual Update• Next update – potential additions▫ Glide-Lock Installation System▫ Polypropylene siding▫ Other?Other?

• Timing▫ Online vs. printed version

French Translation• Estimate received for translation of the VSI

Installation Manual, Trainer Supplement, Installer Supplement, Course PPT and Exam for $8,475▫ Translation would be done by Alain Courteau and

Helene Blanchard, who have been doing translation , gfor vinyl siding industry for 4 years

• Additional costs for laying out the manual and supplements, possibly reworking some PPT slides would be an additional $5-6,000

• Program is not expected to return to revenue neutral until 2018 –Canadian manufacturers would need to pick up the cost for translation

Certified Installer Company status• A vinyl siding installation business that successfully

meets the requirements of the Program, which includes having an acceptable installation quality control program in the company and at least one Certified Installer or Certified Trainer per crew where vinyl siding is being installedis being installed▫ Must have at least one Certified Trainer on staff or have a

Certified Trainer available as needed▫ Must demonstrate that its installation quality control

program meets the requirements of the Program▫ Must have at least one Certified Trainer or Certified

Installer per crew where vinyl siding is being installed▫ Shall provide on-going verification of their continued

compliance with the Guidelines and be subject to periodic announced random audits by the Administrator

Certified Installer Company status• Administrator functions

▫ Verify that all candidates for Certified Installer Company certification meet the minimum quality control requirements for certification, that there is at least one Certified Trainer or Certified Installer per crew where vinyl siding is being installed, and that customer complaints are resolved

▫ Conduct an initial on-site company audit to verify compliance with the Conduct an initial on site company audit to verify compliance with the approved quality control program within the first year of certification

▫ Maintain a current list of Certified Installer Companies through the VSI website

▫ Notify Certified Installer Companies promptly of revisions to the Program affecting their participation in the Program

▫ Notify Certified Installer Companies of the results of audits and any action items required for continued certification

▫ Maintain complete records and history for each Certified Installer Company, including any complaints filed against each company with regards to installation

▫ Report Certified Installer Company statistics to the CIOC

Certified Installer Company status• ATI previously administered the CIC Program

• No interest in reviving on their end – costs would be prohibitive as a stand alone program

• Could DataBanque administer Certified Installer Could DataBanque administer Certified Installer Companies in addition to Certified Installers?

• Should we consider “changing the rules” of what is required to be a Certified Installer Company?


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Course Updates/Certified Trainers• Since the Certified Installer course is based on the Installation

Manual, when the manual was updated,▫ Updates were made to the PowerPoint for the Certified Installer

course and the Installer and Trainer Supplements▫ A flash drive with the new PPT and documents was sent to all

Certified Trainers in Julyy▫ 3 new Certified Trainers in June▫ DataBanque is continuing to gather/keep information on

interested Certified Trainer candidates▫ Certified Trainer calls are being scheduled for October, where we

will discuss Changes to the course Update on online training Feedback on the Program, the Administrator and VSI Time to discuss trends, marketing, issues in different markets

Exam Update• An exam workshop was held in the fall of 2014 to

review and update the exam blueprint, review the current exam and update the exam questions▫ A follow-up workshop is being scheduled, and we are

looking for participants willing to attend a 3-4 hour b ll d l t th h d b th webex call and evaluate the changes made by the

members in the exam workshop▫ Participants should be different than those that were

involved with the workshop▫ 2 Certified Trainers have indicated that they would

participate in the follow-up workshop▫ Any CIOC members that did not participate in the first

workshop willing to be a part of the follow-up call?▫ Suggestions for other participants?

Administrator Review• Discussed at March 2015 meeting• Feedback had been requested from Certified

Trainers, Certified Installers and the CIOC▫ Responses generally positive, but low response rate

d h i i diffi ltmade comprehensive review difficult• CIOC decided that moving forward, feedback

received throughout the year from VSI staff, CIOC and Certified Trainers would be sufficient

• No formal survey/questionnaire planned, VSI staff will prepare short report based on informal feedback received throughout the year for discussion at CIOC winter meeting

Online Installer CertificationKaren FaberVSI Senior Manager, Certification Programs

Online Installer Certification

Online Installer Certification - ProcessOnline Installer Certification - Progress

• An RFP was developed and reviewed by the OICDS, and sent to 10 content development firms in July 2014

• The CIOC approved moving forward in August 2014, and the Steering Committee approved September 2014

• A contract was awarded to Dashe & Thomson for the following components:▫ Produce a Web-based version of the existing course conducive to online learning ▫ Provide a Learning Management System (LMS) for hosting the course.

VSI ill d h i▫ VSI will need secure exam hosting

• A marketing plan is being developed• Costs have been estimated for planning purposes with projections of becoming

revenue neutral by 2018• Course content is currently being developed and will continue, with beta testing third

quarter 2015 • The LMS and exam hosting is currently being developed, along with exam proctoring

services▫ Integration between the LMS, the exam and the exam proctoring is in development

• Dependent upon other changes needed, it is expected that online installer certification would begin fourth quarter of 2015


6

Online Installer Certification - Progress

• Dashe & Thomson was chosen to develop the content and provide the learning management system (LMS)

• VSI, D&T and subject matter experts (SMEs) VSI, D&T and subject matter experts (SMEs) met for two days in December to discuss process, goals, content and schedule

• SMEs continue to review, which is greatly appreciated

• Content development – working on course content and online portal

Online Installer Certification – ProgressOverview

• Final product: 2-3 hours of online course content (level 2.5 – illustrations, higher engagement factor than .ppt)

• Online solution will be ADDIE-based (Design, Develop, Deploy) through a customized LMS learning portal

• Shifting from classroom to online format, course completion takes 40-50% less time, (8 hrs. classroom – 1 hr. online)

• Content will be based on the Certified Installer Course PowerPoint, Installing Vinyl Siding video, Installation Manual, Installation Supplement, illustrations and other media provided by VSI

Online Installer Certification – ProgressContent

• Design Outline and Objectives• Sections:▫ Welcome/ Opening Information▫ Tools and Materials ▫ Initial Preparationp▫ Cutting and Fastening Siding▫ Installing Accessories Before Siding▫ Installing Horizontal Siding▫ Installing Vertical Siding▫ Installing Soffit and Fascia ▫ Safety Basics▫ Basic Performance, Care, and Rules▫ Resources

Online Installer Certification – ProgressContent

• Examples▫ Storyboard▫ Alpha Chapter▫ Beta Chapter▫ Beta Chapter

• Discussion

Online Installer Certification – ProgressLMS

• The course will be hosted on D&T’s UTrain platform

• Both VSI staff and DataBanque staff will get training on the back end of gthe LMS (managing users, etc.)

• VSI staff will also get training on making changes to the course content

Online Installer CertificationLogistics• Registration continues to be handled through DataBanque, collect

same information as on current in-person registration form• Experience, logo usage form – registration will include “terms and

conditions” sign off which would cover these items• DataBanque issues username/password (which would then also be

used for recertification) and link to online class on LMSused for recertification) and link to online class on LMS• Candidates must complete entire course before taking exam• Once course is complete, candidate is eligible to take exam on

DataBanque’s system• Exam proctor works with DataBanque to provide service, with

online proctor fee charged directly to VSI• Exam security results reported to DataBanque, who then follows up

as they do for in-person class with ID card, information, etc., or how to re-test if needed


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Online Installer CertificationExam Security – Basic Guidelines

• The person taking the examination must be authenticated and the degree of authentication can be specifiedTh i ti i t t b • The examination environment must be secure and consistent with the test rules

• The examination must be secure, e.g. not able to be circulated, downloaded, printed, or copied

Online Installer CertificationExam Security• Remote proctoring

▫ Software Secure can provide secure, reliable online proctoring on-demand for $20 per exam.

▫ The exam is recorded and then viewed by at least two proctors. Any security issues would be reported to the Administrator.

▫ Their program prevents access to screen copying/printing, dual monitors remote access Web browsers copy and paste and moremonitors, remote access, Web browsers, copy-and-paste, and more.

▫ Exam can be taken immediately upon completion of course. No need to schedule in advance.

• Use proctors in libraries, community colleges, etc.▫ Proctors approved by Administrator per current procedures already in

place for re-tests▫ Requires upfront work by candidate to find proctor▫ Additional work for candidate and Administrator, but viable alternative

for those without access to webcam• Find an in-person class

Online Installer CertificationCurrent Cost

Cost to Installer DB Revenue VSI Revenue Expenses Net VSI

New Candidates Exam LMS Total

1-300 $175 $70 $105 $18 $12 $30 $76

301-600 $175 $88 $88 $18 $9 $27 $62

601-900 $175 $105 $70 $18 $9 $27 $44601 900 $175 $105 $70 $18 $9 $27 $44

901-1200 $175 $123 $53 $18 $8 $26 $28

1201-1500 $175 $150 $25 $18 $7 $25 $1

1500-1800 $175 $175 $0 $18 $7 $25 ($25)

Recertification $99 $90 $9

• The “Net VSI” column reflects revenues used to fund the expense line of the annual VSI budget to create a revenue neutral program, e.g. legal, marketing, tools, CIOC meetings etc.

• These costs do not include initial costs of course development and LMS start-up• As number of users increase per year, VSI receives less of the registration fee• LMS fees decrease as the number of users increase

Online Installer CertificationCurrent Cost

• VSI and DataBanque reviewed current fee structure and found:

• Using the current fee structure, as the number of li did i D B ill online candidates increase, DataBanque will

make money and VSI will (potentially) lose money

• Using the current fee structure, the break even point for DataBanque to make money is at 1,670 Certified Installer candidates annually

• Fee Schedule

Online Installer CertificationCurrent Fee Schedule

Current - In-person Net DB Net VSI

For 750 in-person installers $ (22,350) $ 68,100

For 1,500 in-person installers $ (10,200) $ 101,700

For 3,000 in-person installers $ 81,300 $ 101,700

• Reminder: The “Net VSI” column reflects revenues used to fund the expense line of the annual VSI budget to create a revenue neutral program, e.g. legal, marketing, tools, CIOC meetings etc.

Current - Online Net DB Net VSI

For 750 online installers $ 49,650 $ 45,450

For 1,500 online installers $ 133,800 $ 58,200


Online Installer CertificationProposed Fee Schedule

Proposed - In-person Net DB Net VSI

For 750 in-person installers $ 12,000 $ 33,750



Proposed - Online Net DB Net VSI

For 750 online installers $ 24,000 $ 71,100



• Reminder: The “Net VSI” column reflects revenues used to fund the expense line of the annual VSI budget to create a revenue neutral program, e.g. legal, marketing, tools, CIOC meetings etc.


8

MarketingKaren Faber

Marketing

Ongoing Marketing• CIOC support• Certified Installer and Trainer e-news and e-alerts• Certified Installer brochure (for homeowners)• Find a Certified Installer search• Annual recertification mailing• DataBanque recertification e-marketing• Tools to improve installation: Installation manual, video, tips• Members Only and public website pages• Website resource pages for Certified Installers and Trainers• Tool Kit for manufacturers• ASwV leads with MAT releases and trade press/Twitter/Facebook/

Houzz/SideLines/testimonials• Flier/registration form to promote classes• Certified Installer survey

2015 Marketing

• Continue with existing marketing tools: e-news, social media, website, etc.

• Survey follow-up• New VSI Installation Manual marketing• Put installation video in VSI youtube channely

• Use names of long-certified installers in social media, MATs, and other resources; try to get program endorsements

• e-Alerts to Certified Installers on what VSI did for you to promote our resources

• Update webinar on how to sell more jobs• Online certification e-marketing• Develop marketing tools for online course

MarketingRecent Website Metrics

• The Installation Manual continues to be the top download on the VSI website (over 6,000 since the beginning of the year), followed by “Quick Installation Tips”

• Homeowners are clicking on “Find a VSI Certified Installer” around 300/month during winter months Installer – around 300/month during winter months, even better during the summer ( May 1,038, June 870, July 982)

• During summer months, professionals are clicking most on caring for vinyl siding, followed by installation resources, find a Certified Installer, find a class, and the Certified Installer Resource page

Online Installer Certification Marketing• Tool Kit for manufacturers with resources to recruit and recertify

installers both in-person and online; includes messages, flyer, graphics, brochures, social media tips, press releases, Q&A, video, etc. and guidance on how manufacturers market online certification

• Video - Why/how to become a Certified Installer

• Social Media - Use Twitter LinkedIn Facebook Houzz etc to • Social Media - Use Twitter, LinkedIn, Facebook, Houzz, etc. to create interest in online installer certification and recertification

• Website - Update Building Professionals portal for recruitment and homeowner portal for benefits of using a Certified Installer

• Website - Update Members Only with Tool Kit

• e-Newsletters - Include installer certification in all newsletters

• e-Newsletters - Use lists of certified and previously certified installers and manufacturer lists to recruit and recertify

Online Installer Certification Marketing - continued• MAT Release - Announce implementation • Trade Article -Sell article; write Trade Press Release

Announce implementation • e-Advertising/Advertising

Survey Get additional information on obtaining jobs • Survey - Get additional information on obtaining jobs • Events - Plan/hold events to publicize program • Remodelers Orgs - Contact organizations to help promote • Joint Advertising - Work with manufacturers on joint

advertising • Manufacturer Sponsorships - Work with manufacturers to

sponsor Certified Installers • Manufacturer Website/e-News/Social Media - Work

with manufacturers to promote online certification


9

Online Installer Certification Marketing• Video - Why/how to become a Certified Installer

▫ Promote/explain the new online program to become a CI and how it benefits contractors/installers

▫ Enlist a Certified Trainer on air as well as CIs with a range of experience

▫ Have someone from DataBanque to reinforce that the program is administered by a third-partyby p y

▫ Show a contractor (or actor) at his home computer (or tablet) taking the online course

▫ Edit in screenshots of the course

▫ VSI will work with 4Site to create

• e-Newsletters - Use lists of certified and previously certified installers and manufacturer lists to recruit and recertify▫ Use DataBanque’s e-marketing capabilities to work with manufacturers

Online Installer Certification Marketing• e-Advertising/Advertising/Events

▫ Working with Hanley Wood to bundle online advertising and exhibit space at the Remodeling Show being held October 1-2 in Chicago

▫ Show reaches 6,000 residential construction professionalsp

▫ Held in conjunction with a 3-day seminar for replacement contractors

▫ Attendees include remodelers, distributors, replacement contractors, residential builders and architects/designers

▫ If possible, get Certified Trainers and VSI members to help staff the booth

▫ Have demo stations at booth where installers could go through a section of the online course

Online Installer Certification Marketing• e-Advertising/Advertising/

Events▫ Bundle would include a web ad on

the show website, which can link to an online CI program landing page and collect information to

if i l notify potential users

▫ Online registration sponsorship would include a banner ad that would appear on the registration page that all attendees would see when they registered for the show, and again on their registration and hotel confirmations

▫ Post-show custom e-mail to up to 5,000 event attendees

BudgetKaren FaberVSI Senior Manager, Certification Programs

Budget

2015-2016 Budget2012 2013 2014 2014 2015 2015 2016

Budget Budget Budget Final Budget YTD Proposed

Installation Revenue

Pubs & Fees 90,000 70,000 70,000 73,110 85,000 28,012 94,300

Installation Expenses

Installer Certification Prog 30,000 40,000 40,000 63,478 85,000 15,686 140,000

Tools/Courses 8,000 8,000 8,000 25,399 8,000 551

59

• 2015 budget includes additional funds to support online installer certification. These funds were included in VSI 2015 Budget and will not necessitate a dues increase.

• YTD numbers are as of 6/30/15. Most of the Program expenses are expected to occur in the second half of the year (course consultant, online marketing, etc.).

Installation Administration 4,000 4,000 4,000 3,064 4,000 2,345 3,000

Total Installation 42,000 52,000 52,000 91,941 97,000 18,582 143,000

Projections through 20182015 Budget 2016 Budget 2017 Budget 2018 Budget

Revenue 85,000 94,300 99,550 95,100

Expenses CIP ERG Maintenance/Online Prep 20,000 12,000 12,000 10,000 Legal 10,000 10,000 10,000 10,000 Marketing 63,000 80,000 43,000 30,000 Content consultant 48,000 3,000 1,000 1,000 LMS 17,500 8,000 9,000 8,000 Test service (if needed) 5,000 22,500 30,000 27,500 Exam workshops 7,500 - -

• 2015 expenses up due to online course development and marketing for 4Q15 launch

• 2016-7 expenses include increased marketing funds and costs associated with online course

• Program is expected to return to revenue neutral by 2018

CIP Total 93,000 135,500 105,000 86,500 Tools/Courses Manual Printing

Brochure Printing /DVD - 4,000 -Tools/Courses Total - - 4,000 Administration 4,000 3,000 2,000 2,000 Administration Total 4,000 3,000 2,000 2,000

Annual Total 97,000 138,500 111,000 88,500 Revenue Over Expenses (12,000) (44,200) (11,450) 6,600


10

Follow upKaren FaberVSI Senior Manager, Certification Programs

Follow-up

Follow-up

• Action Items• Next meeting

AdjournmentCIOC Chair

Adjournment


11