2016 Striving for Excellence - SMPS Boston...SMPS Boston 2016 Striving for Excellence introduction...

2016

Str

iving

for

Excel

lence

Introduction

Programs & Education

Leadership & Chapter Management

Membership

Communications

Financial Health

Appendix

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A-1

our missionSMPS Boston is dedicated to enriching knowledge, connecting leaders, and advancing practices that build business for professional services firms in the building industry.

table of contents

SMPS Boston | 2016 Striving for Excellence

introductionThe value of SMPS lies primarily in our network of professionals and peers. We’re a support network for each other, mentors for each other, and – at the end of the day – friends to each other.

Following years of growth, SMPS Boston has become one of the largest chapters in the country. As our network has grown, the greater diversity in types of expertise, level of experience, and preferred learning and networking methods makes meeting the needs of all of our members more challenging ... but that diversity also strengthens the Chapter if we can effectively engage all of our membership.

With that in mind , SMPS Boston dedicated the 2015-2016 program year to a new theme:

SMPS Boston is dedicated to helping our members and supporters better engage with the chapter and their career by:

• Finding programming that meets their education and business development needs.

• Expanding or strengthening their network of peers, no matter what their career level is.

• Discovering the benefits of greater involvement in the chapter.

Through an increased variety of programming, different speakers who have shared new ideas, more diverse networking opportunities, and enhanced outreach to find new volunteers and increase existing participation, SMPS Boston has been able to engage our membership and strengthen the chapter.

We invite you to read on to hear how we are investing in our members, providing opportunities for growth and development, and creating an engaging environment that facilitates life-long learning and networking.

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“From just learning the ropes to furthering my career in upper

management, SMPS Boston always has the educational programming to meet

my needs, whatever my level.”- Jennifer Bentley

Elkus Manfredi Architects

programs& education


Over the past few years, SMPS Boston has focused on ex-panding our educational and program offerings. Formal and informal feedback methods (surveys, town hall meetings, and open discussions with our membership) led us to develop and refocus our efforts into the following categories.

Alternative Learning OpportunitiesNot everyone learns the same way, nor do people always feel comfortable speaking in front of large groups. To address different needs, we implemented a variety of learning envi-ronments:

• Fireside Chats: These intimate events (attendance capped at 12 people) focused on leadership and pro-fessional development over dinner or lunch. We held 4 events this year, each led by a Past President of the Chapter. The smaller setting allows for open and hon-est discussions surrounding topics of work challenges, opportunities, and navigating difficult conversations. The Chapter subsidizes the cost of this members-only event.

• Senior Roundtable Discussions: The Senior Roundta-ble Discussions are geared towards more experienced SMPS members but are open and welcoming to all levels of our membership. Hosted in a member’s office, we’ve asked Past Presidents and longstanding members to lead a high-level discussion focused on a specific topic. These events have provided a venue for our more senior mar-keters to openly share ideas. It has also become a way for members to showcase their expertise on a topic.

• Book Club: Our book clubs are an extremely popular learning series within the Chapter. Open to members only, the Chapter provides the books free of charge. Not only do our members discuss and read things they might not normally read – it’s also a great way for members to meet and interact with each other.

Traditional Learning OpportunitiesSMPS Boston is known as the resource for marketing and busi-ness development education in the AEC industry. We continue to maintain and strengthen our brand through the following events.

• Marketing Education Fundamentals: We held several education events this year that focused on the 6 do-mains of practice. Our first program of the year was a Back to School program focused on Social Media. This 3-part event allowed attendees to register for any or all sessions, and the topics throughout the day became progressively more advanced, moving from an overview and technical basics, to planning and thought-leadership questions around social media. The attendance exceed-ed expectations and attracted both new and veteran members to the event.

At the ArchitectureBoston Expo (ABX), put on by the local AIA chapter, the Boston Society of Architects (BSA), we hosted 4 education sessions on topics ranging from strategic planning to storytelling – attracting 315 attend-ees total.

We held 2 programs focused on helping marketers devel-op, improve, and refine management skills: “Managing Others: Up, Down, Sideways,” in May 2015, and “Resolve to Manage Better in 2016” in December 2015. The sessions covered understanding the unique motivators of each of your team members, creating a motivational environment, and increasing your ability to adapt to the needs of others while staying authentic to who you are.

• BD Live!: This popular annual event features an engag-ing panel of professionals representing a variety of devel-opment markets including Higher Education, Healthcare, Life Sciences, and Private Real Estate. Moderated by an experienced BD professional, this program encourages interaction between the audience and the speakers. This is one of our most highly attended events annually, with attendance between 150-200 attendees. This year’s program will take place in June.

• Client and Market Panels: These panels cover business sectors and topics that are most relevant to the current market and the greater Boston region. Our most well-at-tended event, with 152 attendees, was a Higher Educa-tion client panel with Capital Planning and Operations professionals from both the public and private higher ed-ucation sectors. Topics covered included building trends, development options, changes to codes, and informa-tion about upcoming projects/capital plans. Additionally, we hosted presentations with industry thought leaders on timely topics, including an Economic Forecast pro-gram, and an energy and utility panel discussing Climate Change and Resiliency.

programs&education

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• Boot Camp: Our annual Boot Camp program is typically geared towards marketers with 0-5 years of experience, but – due to the lack of a regional conference this year – we expanded this year’s program to add a second track of sessions geared towards marketers with 5-10 years of experience. This day-long event began with an inspir-ing keynote speech by Ann Handley, one of the most influential content marketers in the world, and breakout sessions offering 8 sessions of programming throughout the day to members. The first track focused on topics for younger marketers, including public speaking, storytell-ing, and graphic design. The second track focused on content for mid-level marketers, including workshops on writing, PR, and working with millennials. An interactive networking session and lunch allowed members to meet each other and form new and lasting relationships.

Outreach, Minority & Diversity Focused Opportunities As we work to engage our members in SMPS Boston, we are also working to better engage SMPS Boston within our local community. We continue to improve our offerings and out-reach efforts to build a diverse and vibrant community.

• University Outreach: This year marked the second year of our outreach program, which specifically targets university students to educate them on future career opportunities in the AEC industry. We held 2 events this year at Boston University and Wentworth University, both taught by current SMPS members about PR, Brand-ing, Business Development, and marketing opportunities in the AEC industry.

• Strong Women Strong Girls: This year we developed a joint partnership with the non-profit Strong Women Strong Girls, which focuses on developing future women leaders and breaking the glass ceiling that many women face in their professional careers. SWSG aims to change the fact that, on average, a woman’s self-esteem peaks at just 9 years old, when she’s only in fourth grade. We do-nated $5,000 in sponsorship, provided 2 speakers to their conferences to discuss marketing and networking topics, and have strongly supported member volunteers to become mentors to other young, disadvantaged women within the program.

• ACE Mentoring: ACE helps mentor disadvantaged high school students and inspires them to pursue careers in design and construction. It’s now the construction indus-try’s fastest-growing high school mentoring program, reaching over 8,000 students annually to engage, excite and enlighten high school students to pursue careers in AEC through mentoring and to support their continued advancement in the industry. SMPS Boston continues our long standing relationship with this organization, including co-promoting their annual fundraiser and mentoring opportunities to our member firms.

A full listing of our education programming is included in

the Appendix.

Networking OpportunitiesTo support our “Engage” theme for the 2015-2016 program year, we worked to help our members better engage with the chapter and their career by expanding and strengthening their network of peers. We offered a variety of fun networking events that attracted a range of professionals at all career levels and helped establish relationships. We hosted events solely focused on creating and developing relationships, and incorporated opportunities into all of our educational pro-gramming by adding on networking time at the beginning and end of each event. Our key events include:

• MIX @ 6: Informal networking events that follow our education programs. These events are open to all SMPS members and potential members. We hosted 4 programs since last April, with 3 more scheduled during the pro-gram year.

• Holiday Party: The annual event celebrates our achieve-ments to date and what’s to come in the New Year. While attendance is usually around 100, interest spiked this year with 134 attendees! We donated enough clothes to Big Brother Big Sister to fill a truck, and we also present-ed their representative with a $1,000 check.

• Awards Gala: The premiere event of the year, where we celebrate the Boston AEC firms and professionals who have succeeded at being the best of the best in marketing communications. This annual party, held the first Thursday in June, drew 163 attendees ranging from coordinator to CMO/principal level.

• Summer Social: A mid-summer, casual networking event that celebrates the past year and recognizes all those who have supported the Chapter over the last fiscal year. Members and corporate chapter sponsors attend for free, and corporate sponsors are able to bring an additional guest. At this, our 3rd annual event, 82 members and sponsors networked.

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• Back to Business: Our annual event, held in September, is filled with networking and meeting new connections to kick-off another great season of SMPS Boston events and programs. 70 people attended this year!

• New Member Orientation: A bi-annual “welcome aboard” networking session for new or prospective members. In December and June, attendees hear about various chapter initiatives, learn how they can become engaged & involved, and how being a member can ben-efit their professional and personal growth.

• Reception at ABX: An informal gathering of current, new, and prospective SMPS Boston members. In addi-tion to networking opportunities, attendees hear from an SMPS Headquarters representative and local chapter leadership about the chapter’s goals for that year and the future.

• New Member Event & Cornhole Tournament: A chapter favorite, this event welcomes all new members that have joined the organization within the past year. For the third year now, new members are randomly matched with “veteran” members in a fun and competi-tive Cornhole tournament. The random pairing allows for great networking opportunities and helps our younger members feel welcome and helps them make connec-tions within the chapter.

A full list of our networking events can be found in the appendix.

Program/Events Targeting diversif ied career tracks from coordinator to CMOWe offer a wide variety of educational offerings ranging from entry-level to senior-level marketers. The table in the Appen-dix notes which career tracks were targeted per program, but some specific opportunities included the following:

• Senior Roundtables: A new program this year and a member-only benefit, the Senior Roundtable Lunch se-ries fosters an intimate learning environment to engage senior level members within the organization.

• Boot Camp: For the first time, our annual Boot Camp featured two tracks, providing workshops and seminars for marketing professionals from entry-level (0-5 years) to mid-level (5-10 years), and with a keynote speaker who would draw senior-level marketers as well. Past Pres-idents will lead round table discussions at lunchtime.

• Back to School: We’ve noted that our members may have very different levels of knowledge about any given marketing topic. We decided to offer three levels of programming on one topic – Social Media – over the course of an afternoon. Social Media 101 was for people with little to no experience with social media marketing, 201 was for marketers who wanted to move beyond the basics into more strategic thinking, and 301 was for advanced marketers who could use more ideas for moving further. The event was very successful, with some members opting to attend all three programs.

• Outreach Efforts: Senior-level members within the organization were offered speaking opportunities at Wentworth Institute of Technology and Massachusetts College of Art.

“The best part of SMPS Boston is the relationships that I’ve built. When I am out at events, I feel that I’m not just out networking on behalf of my company, I’m also able to connect with people that I care about.” - Sarah McGillicuddy, Acentech

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leadership&chapter management

“I’ve been a long time member of SMPS Boston, since 1985. As former

president of the chapter, it’s been really exciting to see the direction

that the chapter is heading. The leadership of the chapter has

done a tremendous job in turning things around

and I can’t wait to see whathappens in future years.”

- Dave Easterbrooks, FSMPSPare Corporation


Chapter Plan/Goals and Progress on Achieving ThemLike many other Chapters, one of the biggest challenges SMPS Boston faces is continuity. As a volunteer-run organiza-tion with fairly short terms for Directors, keeping the Chapter moving forward while taking advantage of past experiences is difficult. How do we keep our volunteers from having to reinvent the wheel each year?

In the summer of 2015, we decided that longer-range plan-ning was in order.

Every summer, SMPS Boston’s Board of Directors works together to develop a Strategic Plan, Action Plan, and budget to help guide the chapter to success. This year, we focused on creating a plan that addressed our continuity struggles head-on by expanding the length of time the plan covered, and included specific goals related to continuity.

Together, the Board revised our mission statement and core values to better align with SMPS Headquarters’ updated 2015 Plan. We defined Chapter Goals for three years, instead of our usual one year, to help move the Chapter forward. We cre-ated SMART tactics to address these goals, with measurable success indicators, and set targets to cover three years. Each committee created an Action Plan that specifically identifies their specific goals and challenges; these Action Plans will be revisited annually (during the summer planning sessions).

The appendix includes our Strategic Plan, for your reference.

To address the issue of continuity, the Chapter began work on a new Chapter Manual, which would compile all “corporate” information and committee-specific information related to best practices and processes. While these existed in the past, they were lost over time as out-going directors didn’t tran-sition well, creating struggles for new Directors. The Chap-ter Manual will be available in “final” format on our Board’s MySMPS Community, with working and active documents saved in our Dropbox. The Table of Contents for the SMPS Boston Chapter Manual is included in appendix.

Leadership Development and Training/MentoringSMPS Boston has a long tradition of tracking and developing strong leaders, using a variety of tactics to reach Board mem-bers, committee members, and future leaders.

For current Board members, we began our year with a day-long off-site leadership training event. A consultant helped identify the individual strengths of each BOD member and showed us how we could leverage those strengths to create a better, higher functioning team. The consultant also pro-vided leadership agility training, to help the Board members work under pressure. We wrapped up the day with a couple of team-building exercises that really helped us connect on a personal level to each other.

Committee members receive leadership development in a few ways: most prominently during our Town Hall Meeting. In January 2016, the Chapter held our 3rd annual Town Hall Meeting, where we invited the Board, committee volunteers, and past presidents to discuss the Chapter’s success and chal-lenges, and ways that we can elevate the experience of the Chapter members. During this event, committee volunteers are able to learn a lot about the Chapter’s history, network with past leaders, and learn how the Chapter is run.

Committee members and board members alike will bene-fit from the new Chapter Manual, which outlines the roles, responsibilities, and key information for each committee, providing an invaluable source of training for all volunteers.

Identifying and engaging future Chapter leaders is a chal-lenge. In a chapter such as ours, where we have hundreds of people participating in a range of ways, how do you find the people who want to take their involvement to the next level? Our New Member Orientation, New Member Event, and Ambassador Program all serve key roles in helping people get more involved in the Chapter by volunteering. Once people are volunteering on a committee, the Board works together to keep them engaged. The Executive Committee works with each Committee Director to help identify volunteers that show leadership potential, and fosters this potential through personal meetings that encourage the people to get more engaged.

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Recognition of members’ achievementsOur members are our greatest resource, and SMPS Boston is dedicated to recognizing their success throughout their career.

Our most anticipated and highest attended annual event is our Awards Gala, which celebrates the best and brightest of the SMPS Boston community. 2015 was a particularly big year of recognition that took 9 months to plan, 17 sponsors to sup-port, 11 committee members to execute, 28 entries to judge, 18 award winners to celebrate, and 167 enthusiastic attendees to make it a success. Winners are often the first people we ask to present on topics at our education events: this year, we asked the digital marketing category winner to lead a session at our Back to School: Social Media event.

In addition to recognizing the best in marketing communica-tions, we recognized three individuals with awards:

• New Member of the Year, which recognizes a new mem-ber (< 2 years) who has made a difference for the Chapter

• Volunteer of the Year, which recognizes an SMPS volun-teer who went above and beyond to create success

• Marketing Professional of the Year, which recognizes a marketer with at least 7 years of experience who has significantly contributed to the success of their firm

We also highlight our member’s achievements throughout the year on our blog. We give a shout-out to new members and member anniversaries monthly, feature awards winners via in-depth blog posts, recognize an active member of the Chapter bi-monthly, and report on member news (e.g., when a member is made a principal at their firm, or wins an award).

Engagement of Past Chapter Leaders and Experienced MembersThe Boston Chapter actively engages past chapter leaders and experienced members through a systematic approach of inclusion and outreach:

• Summer Planning Sessions: All past presidents were invited to a Chapter planning meeting to contribute their thoughts and ideas related to the direction of the chap-ter in the upcoming year.

• Annual Town Hall: All Past Presidents were invited to the Chapter’s annual Town Hall meeting. This meeting is open to all chapter volunteers to engage volunteers in the organization and strategy of the Chapter.

• Senior Roundtables: The senior roundtable is a monthly event, led by past chapter leaders, where more experi-enced members can discuss a variety of topics from lead-ership and management to marketing fundamentals.

• Fireside Chats: Fireside chats are intimate (<12 people)gatherings that are only open to SMPS members. The goal of this program is for younger, less experienced members to hear from past chapter leaders on what has made them successful – both in their professional careers and through participation in SMPS.

• Outreach Speaking Engagements: Through a part-nership with Strong Women & Strong Girls, we provide chapter leaders with speaking opportunities. We also provided speaking opportunities for past chapter leaders at local colleges and universities, where students can learn about marketing in the AEC industry.

• Marketing Audits: For the first time, we held marketing “audits” at the annual ABX conference. We invited CPSMs and past presidents to review and provide feedback on a variety of marketing materials.

• CPSM & Fellows Only Events: In 2015 we launched CPSM & Fellows Only Events, which provide networking and senior-level conversation for our certified members.

Collaboration with Other Chapters and Industry AssociationsSMPS Boston collaborates with other SMPS Chapters and industry associations to provide resources and education. One of the biggest collaborative events is the regional UBER conference, which is hosted by nine SMPS Regional Chapters. Following the very successful UBER conference held in Boston in April 2015, we have been collaborating with the Northeast Chapters to plan the 2017 UBER Conference.

In November 2015, we expanded our presence at the Boston Society of Architects’ (BSA’s) ArchitectureBoston Expo (ABX). With more than 15,000 attendees, our exposure provides an opportunity to position SMPS as the primary resource for marketing education in the industry. We held 4 of the most well-attended seminars at the conference (including speakers from SMPS Headquarters Board of Directors), staffed a booth with Chapter members and Headquarters staff, and hosted a networking reception one evening. We also introduced Mar-keting Audits in our booth, where attendees were able to sign up to have their marketing materials reviewed by CPSMs.

This successful collaboration with the BSA led to other oppor-tunities, including co-hosting the Winter Warmer networking event in February 2016, and co-sponsoring the ACE Mentor-ing fundraising networking event in March 2016.

In March 2016, for the 3rd year in a row, we co-sponsored Community Connect, an afternoon of volunteering with Bos-ton’s AEC community. Working with NAIOP, AAREP NE, BSA, CoreNet Global NE, CREW Boston, SWEP, and ULI, over 120 volunteers worked together at Cradles to Crayons to make a difference for children in need.

Reaching outside the AEC industry, we began a partnership with LMA (Legal Marketing Association) and APMP (Asso-ciation of Proposal Management Professionals) in 2015, culminating in our first co-sponsored program in May 2015. “Executive Insights: Learning from the Leaders in Marketing and Business Development” featured principals for the legal, accounting, and AEC industries, talking about best practices for selling professional services that clients value. The success of this cross-sector program – which ended up with over 100 attendees – has led our groups to plan a second event in the series, which will take place May 11, 2016.

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membership

“SMPS Boston has given me a network of peers in the industry, who I can reach out to, who I can go to with a question or a problem... but the best part is those people have turned out to be great friends too!”- Sarah HotchkissCommodore Builders


RetentionThe most effective way for SMPS Boston to maintain our success is to retain the members that make the decision to join. For that reason, we have set a member retention goal of 85% – slightly higher than the SMPS national average of 83%, and well over the industry average for professional societies of 78% (as reported by McKinsey Global Institute).

To work towards this goal, we have developed approaches that focus on providing value for members in general, as well as tailored approaches for 3 member categories: members with less than 1 year in the organization, members with 1-10 years, and members with more than 10 years.

Providing Member Value

For many of the companies that support SMPS Boston, gain-ing financial value is a critical component of continuing to invest in membership. To that end, SMPS Boston provides:

• Discounted (or free) event attendance for members

• Member-only educational events, including Fireside Chats, Book Club, and Senior Roundtables

• Free networking events, including our new member event, Summer Social, Mix @ 6, and the ABX reception

• Assistance in studying for the CPSM exam

• Recognition of members at events via nametag ribbons

• Publicity for new members and member anniversaries via a monthly blog post.

Engaging New Members (<1 Year)

The first year of membership is when people determine whether they’re getting value out of their membership. In addition to providing a variety of educational opportunities targeted to newer marketers, SMPS Boston makes it a point to recognize and nurture new members.

As part of our Ambassador program, all new members are sent a hand-written note welcoming them to the chapter; this note includes the name of their Ambassador, a veteran mem-ber who has volunteered to reach out in the first month of membership to ensure that the new members are welcomed into the organization. By having the opportunity to talk with and meet a veteran members, new members can bypass the awkward feeling of not knowing where to start.

Twice per year, we host a new member orientation, which fur-ther focuses on getting new members engaged in the Chap-ter. At this event, described in more detail later in this section, we share information about the value of membership, and encourage new members to get involved with a committee.

Educating Mid-Career Members (1-10 Years)

After our members make it past the first year, their focus shifts to growing their career. Based on the feedback we’ve received on member surveys and informal conversations, most mem-bers at this point are looking for ways to improve their mar-keting skills and improve their network. SMPS Boston actively works to provide these opportunities for our members.

This pool of members are also ideal candidates for committee service. SMPS Boston Board members keep an eye on mem-bers who attend events frequently, and reach out to encour-age them to join committees.

Advancing Experienced Members (10+ Years)

As members become more experienced, attendance at tra-ditional education events tends to drop off. For that reason, SMPS Boston has focused on providing more opportunities for advanced education and networking. Our Senior Round-tables are targeted at marketers with more than 10 years of experience at a management level, while our CPSM and Fellows Only Event provides networking for our credentialed members.

We have also focused on finding speaking opportunities for our more senior members, from moderating Fireside Chats, to speaking on a variety of panels that we’ve coordinated, to presenting about marketing in the AEC industry to students at local colleges.

Following Up with Expiring Members

At the beginning of every month, the membership committee reaches out to all members whose memberships are expiring that month. We are able to remind them to renew and have even received valuable feedback from different people who decided not to renew and why.

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RecruitmentRecruiting new members is critical to growing our chapter and network. We have employed various methods for recruit-ing new members.

For the past 3 years, SMPS Boston has offered a rebate on first-year membership costs – $200 off the cost of joining. We have found this to be a helpful tool for people who are on the fence about joining, as it reduces the risk of trying something new, and we have a year to prove the value of SMPS Boston.

Our new member orientation is open to new and prospective members to learn about the benefits of SMPS. Any prospec-tive members who attended were offered a rebate on their membership if they joined within a week of the event.

Over the past few years, SMPS Boston has been an active par-ticipant in the ABX conference held in Boston every fall by the local AIA chapter. With attendees from a huge range of AEC firms, the conference is an excellent place for us to directly talk to people who are not currently involved. Our booth is manned by member volunteers who can offer information and answer any questions about the organization. SMPS Boston also hosts a free social during the conference, where potential members can meet members, and hear from the current chapter president and Headquarters representatives. We raffle off a new membership and a membership renewal, and offered the New Member rebate to ABX attendees.

SMPS Boston holds a membership drive each spring, coincid-ing with Headquarters’ drive. To encourage the entire chapter to get involved in recruiting efforts during the drive, we are of-fering the rebate for new members, as well as a “refer a friend” benefit, in the form of a gift card, to anyone that gets a new member to sign up.

On May 5th, we are hosting our new member event, which welcomes new members to the chapter. The event is free to new members. We also allow non-members to attend at the member price to encourage prospective members to attend.

To support our recruitment efforts, SMPS Boston released a video at the end of April focused on the benefits of SMPS. The video can be seen on our website at www.smpsboston.org.

From May 2015 through April 2016, SMPS Boston increased our membership to 288 members – a 2.13% growth. While this is short of our goal, our current membership drive should improve this growth rate by the end of the program year.

MentoringHelping less-experienced marketers learn from more-expe-rienced marketers is a key way SMPS Boston provides our members with value and keeps them engaged in the chap-ter. We help our members find mentoring opportunities in a variety of ways:

• Ambassador Program: All new members are assigned an Ambassador. These ambassadors are veteran mem-bers who reach out in the first month of membership. They answer any questions about SMPS and meet up before events to help introduce them to other members.

• Mentoring Program: SMPS Boston kicked off a formal mentoring program in May 2015, a member-only benefit. Over the past year, eight mentees were matched up with senior member mentors, creating pairs based on a series of questions they answered as part of the application process. Mentors and mentees are encouraged to talk as often and in the capacity that best works for them. We check in throughout the year to see how they are doing.

• New Member Event: Every May, SMPS Boston has a new member event and cornhole tournament. At this event, we match a new member with a veteran member to encourage networking and teamwork.

• Small Group Discussions: The Boston Chapter also hosts many career-track focused events including our Fireside Chat series, Book Club, and Senior Roundtables. In addition, a CPSM study group meets monthly. These small group discussions – none exceed 25 people – pro-vide members with an opportunity for group mentoring.

OrientationSMPS Boston reaches out to new members with a hand-writ-ten note to welcome them to our ranks; we also tell them to expect to hear from a senior member soon. This is our Ambas-sador program; after the note is sent out, the assigned Ambas-sador (all current Board or Committee members) contacts the new member to answer questions, serve as a resource, and offer to meet up before or during an event.

SMPS Boston holds new member orientations twice a year, in December and May. This event is open to new members, as well as prospective members, to learn about the benefits of SMPS. The event starts off with networking followed by a pre-sentation including an overview of the chapter, introduction of board members, perks/offerings for members only, resourc-es including helpful websites and tools, and a review of the calendar with upcoming events. This is an excellent way for new members to become engaged and get involved immedi-ately upon joining, which helps to retain these new members after the first year.

Handouts with committee descriptions and contact informa-tion and a calendar of events are given to each attendee as a take away, and all attendees are invited to continue net-working and asking questions after the presentation. A few attendees after each session have joined committees.

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communications

“I really love the new look of SMPS Boston. From the completely new

website, blog, and other marketing materials – SMPS Boston is

further developing their strong brand in the marketplace.”

– Alex QuinnNational Development


Chapter WebsiteThe SMPS Boston website is the “face” of the Chapter and is the primary resource for members and nonmembers to access information on upcoming events and programs, get original content through our blog, and post and look for new marketing jobs through our job board. We host information about the benefits of membership, how to get involved with the Chapter, and how to advance your career through our mentorship program and our CPSM study group.

After launching our new website in January 2015, we began to integrate a custom events registration system to provide our audience with a fully integrated experience; this was accomplished in July 2015. The investment will pay for itself in one year, and saves the communications committee precious time. Previously, we had to publish events in two places – on the website and our the third party events registration system. Now we post the event on our website, create tickets, and go live. Since launching, we’ve had 1034 event registrations processed through our website.

Social MediaOur social media channels are helping to drive traffic to our website. An average of 10% of the traffic to the SMPS Boston website comes from social sites, with half of that traffic com-ing from LinkedIn.

LinkedIn

LinkedIn is our most successful social media channel, driving 79% of all social web traffic to www.smpsboston.org.

Over the past 2 years we’ve been concentrating on building up our LinkedIn activity on our SMPS Boston company page. Followers have grown from 149 in 2014 to over 300 in early 2016. We’re posting an average of 28 posts per month and seeing an average engagement rate of over 3%.

To help with member recruitment efforts, we started a Linke-dIn advertising campaign in March. With an average weekly marketing spend of $119, we’re seeing a jump in web traffic to the Why Join page on SMPS Boston. The campaign has driven over 100 unique visitors to the page in a four-week period. This is an increase of 100% over normal circumstances.

Twitter

SMPS Boston tweets from @smpsbos to publicize upcoming events, new blog posts, event photos, and new job postings on our website and to share news from SMPS. We retweet member, sponsor, and supporter news; favorite tweets from our members; and occasionally live tweet during events. We have been active on Twitter since June 15, 2010 and have steadily grown our followers. In 2015 we gained 15%, ending the year with 1,223 followers. We have been working toward making our content more engaging and found success in 2015, with mentions/retweets by others up 52%.

Facebook

Facebook is the social media channel that we find the least amount of engagement in, partially due to the changing dynamics of what content Facebook populates individual’s feeds with. We use this channel to primarily share photos of events as this is the content we achieve the most engagement with. With this strategy our likes have grown by 7% over the previous year.

Instagram

This year we increased our social media footprint by adding Instagram to our social media channels. The goal for this channel is to share event photos and build more excitement for future events. SMPSBos was launched in November 2015 and we have 73 followers (with virtually no publicity to date) through April 2016. We are posting an average of 8 photos per month and are concentrating on making this a successful social media channel for SMPS Boston in 2016.

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Chapter NewsletterEach Friday, the Communications Committee sends out a newsletter called Friday eFlyer, highlighting upcoming events and drives recipients to our website. The Friday eFlyer is also used to remind people of recent blog posts, new job postings, and other chapter news. The header graphic changes each week, featuring photos of members at events; this helps keep the interest of our readers, who look forward to seeing who is featured each week, while providing a subtle reminder that at SMPS Boston, we are all about the people.

The eFlyer has been a steady communication channel for the Chapter with our members frequently rating it as the best way we share news of upcoming events with them. We ended 2015 with 1,051 subscribers, a 24% open rate, and 16% click-through rate. The eFlyer drives 14% of SMPS Boston’s website traffic.

Marketing MaterialsSMPS Boston primarily communicates with our members, po-tential members, and supporters through digital communica-tions: the Friday eFlyer, website, blog, and other social media networks. We try to maintain consistency in voice among these channels, and to focus in each channel of communica-tion on the people of SMPS Boston.

In Fall 2015, SMPS Boston dove into a new digital marketing channel: video marketing. With video being one of the most engaging forms of marketing material, we felt it was time for SMPS Boston to get involved. Working with an in-kind spon-sor, we developed a plan for a series of videos to roll out this and next year.

To date, our video series includes two features: one touting the benefits of CPSM certification, which we launched during CPSM Week, and one on the Value of Membership, which we launched at the end of April during our membership drive. We

anticipate rolling out one more over the summer, focused on why engaging in the chapter is so valuable.

Although print materials are less important, we do provide handouts at our events that highlight that event’s speakers, upcoming events, and volunteer opportunities. We also communicate with members with print mailings a few times a year to promote our larger member events (Holiday Party, Boot Camp, and Awards Gala). These print pieces are typically oversize postcards to increase visibility.

For each of our pieces, we have a strict policy of only using the approved SMPS logos and color palettes.

Member FeedbackGaining feedback from members and event attendees is critical for SMPS Boston to continue to plan events that meet their needs.

After each event, we distribute evaluation surveys via email to attendees. From these responses, we gain insight into how we can improve our programming going forward.

Once per year, we also send out a survey to all SMPS Boston members. The survey asks questions on topics that range from feedback on programs, to how we’re doing at reaching our goals, to ideas for future education or client programs. The results from this survey helps us plan the following year by aligning our goals and programs with what our member-ship wants. In the past, we sent this survey out in January, but we decided to push it back to the end of April this year, so that people would answer the questions based on the bulk of the year’s programming, and the Board of Directors would have time to review responses before the summer planning sessions start.

While results from the survey won’t be in until the end of May, we have included the questions in the appendix.

10

ffiinancial health

“With our strong ffiinancial position, we’re actively reinvesting our prof its back

into chapter and our members, through reduced membership prices for new

members, unlimited CPSM scholarships for those in need,

substantial donations to local charities,

renowned speakers, and a new website and

registration system for our membership.”

– Ben SawaGEI Consultants


The Chapter’s financial position is extremely strong and secure. Our commitment to sound financial management has allowed the Chapter to amass a healthy amount in total reserves. We take our fiduciary responsibilities seriously and our financial growth and success have allowed us to provide unprecedented opportunities for our membership.

Our goal is not to create profit for profit’s sake, but to use excess profits to invest in our future by contributing to our members and communities at large.

We continued our strong financial position throughout 2015 and 2016. Even through continued and even higher levels of investment in the chapter, and a range of initiatives to give back to our members, we were still able to produce a profit for the year. This was achieved through a sound financial plan and budget that was communicated throughout the organi-zation.

• Financial Budgeting & Planning: Our financial bud-geting and planning begins in tandem with our chapter planning strategy sessions throughout the summer. This ensures a tight connection between our chapter and committee goals and our budget. We created individual budgets and plans for every single event throughout the year, that then flows up to our chapter-wide financial plan and budget.

• Monthly Reporting & Analysis: On a monthly basis we provide several financial reports and analyses. The first is a monthly committee report that shows actuals vs. bud-get for all of our events. We also then provide YTD profit and loss statements for each committee and for the overall chapter vs. target. This allows us to easily identify areas where we are short vs. our target, or areas that we exceed our budget.

• Identification of Alternative Revenue Generation: The chapter specifically identifies areas where we can pro-duce revenue from non-typical areas related to events and sponsorship, while providing value to our members. This year the chapter raised revenue from our job bank and our ABX conference participation.

Sponsorship ProgramWe have a robust and effective sponsorship program that provides numerous sponsorship opportunities to member organizations and those companies looking for maximum exposure and recognition in the local AEC industry. Our spon-sorship approach and strategy includes the following:

• Create a program that can offer and articulate the value of sponsoring SMPS Boston (see program details in appendix).

• Develop targeted list of potential sponsors (AEC firms, partners, and vendors).

• Make personal contact with each sponsor.

• Stay in touch with all sponsors throughout the year. Let them know what the chapter is doing and how they are reaching people.

• Host a “Sponsor Appreciation” event in the July that thanks them for their support (is free for them and 1 guest to attend).

• Send first right of refusal to past sponsors for re-upping the following year.

This year, our sponsorship total exceeded our sponsorship target – in fact, we had more interest than available sponsor-ship opportunities!

In addition, we also benefit from a number of in-kind spon-sorships including event photography, video development, graphic design, and materials printing.

Our strong sponsorship results indicate the value that firms and organizations see in SMPS Boston.

ffiinancial health

11


Giving Back to MembersThe Chapter continues its strong record of member invest-ment. The following outlines some of the major initiatives that the chapter undertook in 2015 and 2016 to give back more to our members.

• Scholarships: Scholarships are one of the main ways that we give back to our members. These include a num-ber of opportunities: Unlimited CPSM scholarships for those in need; Build Business registration scholarships for the Marketer of the Year award winner, Chapter Presi-dent, and Chapter President-Elect; education program scholarships for the New Member and Volunteer of the Year award winners, and one annual SMPS University Scholarship for a CPSM in the Boston Chapter (applica-tions will be due in May 2016).

• Reduced Member Rates: We provide reduced rates for members at all of our events. The primary goal of this is to show the value of membership.

• Free Events or Member Only Events: We held numer-ous free-for-member events throughout the year to provide value for our members. These include national webinars hosted at member’s firms, book and article clubs, summer social event, CPSM & Fellows networking events, Fireside Chats, and Senior Roundtables.

• New Member Rebate: This year the chapter provided unlimited rebates for new members that wanted to join SMPS Boston during certain time periods (after ABX, after our New Member Orientations, and during our on-going membership drive). SMPS Boston provided $200 off the cost of a new member’s registration, giving us the opportunity to prove the value of membership to skeptical firms.

• Renowned Speakers: In order to give our members the opportunity to hear from respected experts, we invested in a few key speakers, covering travel costs for speakers at a few programs, and paying a speaking fee to have Ann Handley, one of the most influential women in content marketing, provide a keynote at our April Boot Camp.

• Free for Everyone: We also provide free events for non-members to show the value that a SMPS membership can bring. These include networking events like our Mix @ 6 and ABX reception.

• Lending Library: We’ve created a virtual library of members only content that contains items like recorded webinars, books, articles, and CPSM study guides and materials.

• Membership Raffles: We’ve held numerous drawings at SMPS events for free memberships, totaling in excess of $2,000.

Community GivingSound financial profit resulting in excess profits has allowed the chapter to also invest in the betterment of our local com-munities. Here’s what we did in 2015 and 2016.

• Strong Women Strong Girls: SWSG is a nonprofit that empowers girls to imagine a broader future though a curriculum grounded on female role models. SMPS do-nated $5,000 and also provided speakers (and mentors) to the organization.

• Big Brothers Big Sisters: BBBS provides mentors to at-risk youth. We continued or long standing relation-ship with them that culminated in a clothing drive and a donation of $1,000 (pictured below).

• SMPS Foundation: We donated $1,000 to the research arm of SMPS to advance the practice of marketing in the AEC industry.

• Canstruction Boston: Canstruction is a unique nonprofit organization that holds annual design-build compe-titions to construct unique, colossal structures made entirely from canned goods. The competition and struc-tures raise awareness about hunger in Massachusetts, and the food is later donated to local food shelters. SMPS provided a monetary donation to put towards the 2016 event, as well as volunteers.

• Cradles to Crayons: SMPS sent several volunteers to this all-day event that provides underprivileged kids clothing, school supplies, and other items they need to thrive at school, home and at play.

• SMPS Family: When one of our own, Laura Davis of SMPS Texas, tragically died with her husband in a car ac-cident, SMPS Boston donated to the Bethall/Davis family in memory of Laura.

12

appendix

Programs & Education

A-1 Full Event Listing

A-3 Alternative Events

A-4 Traditional Learning

A-7 Networking Opportunities

Leadership & Chapter Management

A-8 Strategic Plan

A-16 Chapter Manual Table of Contents

A-17 Summer Planning Sessions

A-18 Awards Gala

A-19 ArchitectureBoston Expo

A-20 Community Connect

A-20 Executive Insights

Membership

A-21 Engage Rebate

A-22 New Member Orientation

A-23 Mentoring Program

Publicity & Communications

A-24 Website

A-24 Video

A-25 Social Media

A-26 Friday eFlyer

A-27 Member Survey

Financial Health

A-28 Sponsorship Opportunities

A-29 Scholarship & Community Giving Policy

SMPS Boston | 2016 Striving for ExcellenceSMPS Boston | 2016 Striving for Excellence A-1

appendix: programs&educationFull Event Listing

Date Event Title Career Track

CEUs/ Networking

Hours

Domain #

Attendees

5/7/2015 New Member Event & Cornhole Tournament E, M, S 0 / 3.5 3 38

5/13/2015 Executive Insights: Learning from the Leaders in Marketing & Business Development (co-sponsored with LMA & APMP)

E, M, S 1.5 / 1.5 1, 2, 3, 4, 5, 6

130

5/14/2015 New Member Orientation and Networking E 0 / 2 3 25

5/18/2015 Managing Others: Up, Down, Sideways E, M, S 2 / .5 6 15

5/18/2015 Mix@6 E, M, S 0 / 2.5 3 60

5/20/2015 CPSM & Fellows Only Night S 0 / 3 3 6

6/4/2015 SMPS Boston Awards Gala E, M, S 0 / 4 3 163

6/24/2015 Article Club: Harvard Business Review Study E, M, S 1 / 1 2 10

7/16/2015 Summer Social: Sponsor and Member Appreciation Event E, M, S 0 / 3 3 82

7/21/2015 Assembly Row Project Tour & Networking E, M, S 1 / 3 1, 3 20

8/12/2015 Book Club: The New Rules of Marketing & PR, by David Scott Meerman E, M, S 1 /1 5 10

9/16/2015 Is it Hot Enough For You? New England’s Economic Forecast M, S 2 / .5 1, 3 57

9/24/2015 Back to Business E, M, S 0 / 3 3 70

10/6/2015 Back to School: Social Media Social Media 101: Social Media Overview Social Media 201: Content Development Social Media 301: Social Media Strategy

E, M, S 4.5 / .5 5 17 30 35

10/6/2015 Mix@6 E, M, S 0 / 2.5 3 25

10/8/2015 CPSM & Fellows Only Night S 0 / 2 3 11

10/14/2015 CPSM Information Session and 8 Study Groups (over 5 months) E, M, S 13 / 4.5 1 - 6 10

10/28/2015 Resilient Infrastructure: Bouncing Back from Climate Change M, S 2 / .5 1, 3 51

11/5/2015 Senior Roundtable Discussion: Marketing S 1 / .5 2 12

11/18/2015 SMPS at ABX: Strategic Planning: One Size Does Not Fit All M, S 1.5 / 0 2, 6 54

11/18/2015 SMPS at ABX: Storytelling Workshop: Engage, Inspire & Connect E, M, S 1.5 / 0 5 87

11/18/2015 SMPS at ABX: A/E/C Business Development: The Decade Ahead E, M, S 1.5 / 0 3 68

11/18/2015 SMPS at ABX: Networking Reception E, M, S 0 / 2 3 75

11/19/2015 SMPS at ABX: The Art & Science of Winning Presentations E, M, S 1.5 / 0 4 106

12/1/2015 Fireside Chat with Kathy McMahon, VP of National Development E, M 1 / .5 6 11

12/3/2015 New Member Orientation E 0 / 2 3 33

12/8/2015 Resolve to Manage Better in 2016 M, S 2 / .5 6 22

12/8/2015 Mix@6 E, M, S 0 / 2.5 3 25

1/7/2016 Holiday Party E, M, S 0 / 3.5 3 134

1/27/2016 Fireside Chat with Phil Hammond, Wentworth Institute of Technology E, M 1 / 1.5 6 6

1/28/2016 Knowledge is Power: Higher Ed Trends & Projects M, S 2 / .5 1, 3 152

2/10/2016 Raising the “WOW!” Factor (webinar) E, M 1.5 / .5 4 25

Career Track: E = Entry Level M = Mid-Career S = Senior Marketer

~ Table is continued on next page ~


Date Event Title Career Track

CEUs/ Networking

Hours

Domain #

Attendees

2/18/2016 Winter Warmer Networking Event (co-sponsored with BSA) E, M, S 0 / 3 3 200

2/23/2016 Senior Roundtable Discussion: Engaging Video Marketing S 1 / .5 5 30

3/9/2016 Fireside Chat with Kim Sousa, VP at Sanborn, Head & Associates E, M 1 / .5 6 13

3/24/2016 Networking to Support ACE Mentoring E, M, S 0 / 2.5 3 175

3/30/2016 Community Connect: A Day of Service with Boston’s CRE Industry E, M, S 0 / 4.5 3 130

4/12/2016 Boot Camp

Keynote: Ann Handley, Chief Content Officer, MarketingProfs

Track 1:

Secrets of Website Usability Breathe Life into Business Content: the Storytelling Workshop Communicating with Presence Award-winning Visual Storytelling

Track 2:

Writing Workshop The Power of Data Meet the Press Engaging the Millennial Generation

Networking Session

E, M 12 / 3 1, 2, 3, 4, 5, 6

60

4/12/2016 Mix@6 E, M, S 0 / 2.5 3 45

Career Track: E = Entry Level M = Mid-Career S = Senior Marketer

Full Event Listing - Continued


Alternative Learning Opportunities

Fireside Chats

Our Fireside Chats provide an opportunity for a small group of professionals – no more than 12 per Chat – to discuss workplace challenges, career growth, and a variety of marketing ideas in a group mentoring format. Each session is led by a seasoned professional.

Senior Roundtable Discussions

Senior Roundtables provide our more experienced marketers - typically those in a management role with more than 10 years of experience – to have a high-level discussion around a specific topic. Led by SMPS Boston’s Past Presidents, the events have proven to successfully engage this tough-to-reach group!

Book Club

Since launching our Book Club in 2014, the event has remained extremely popular for some of our members who find traditional learning opportunities to be difficult to attend. We’ve hosted 5 to date, with the 6th planned for August this year.


Traditional Learning Opportunities

Marketing Fundamentals

Handouts from some of our traditional education programs:

WHAT’SNEXT

Mix@6date: December 8, 2015time: 6:00pm - 8:00pm location: Gather

Join the Festivities at the Annual Holiday Partydate: January 7, 2016time: 6:00pm - 9:30pm location: Bostonia Public House

Tammy has over 15 years of experience in the organizational development, training and coaching fields. In her current role, she manages client partnerships; facilitates/presents on a variety of topics including employee engagement, diversity in the workplace, and emotional intelligence development; and coaches mid-level to senior-level leaders.

Previously, Tammy founded Leader Consulting Group, a small organizational development and leadership consulting firm specializing in the hospitality, not-for-profit, and healthcare industries. One of Leader Consulting Group’s most successful programs was the Women In Leadership Roundtable Series which brought like-minded women professionals in non-competing industries together to discuss leadership topics from a women’s perspective.

In addition to her consulting, training and coaching work, Tammy enjoys researching and writing about women’s leadership topics. Tammy is a passionate volunteer. She has served on multiple boards of directors and co-founded a nonprofit in 2006. She particularly enjoys volunteering her time to organizations that empower girls and women.

Tammy holds a Bachelors Degree in Sociology with a concentration in Human Relations and Work from Saint Anselm College in Manchester, NH and a Masters Degree in Organizational Development and Leadership from Saint Joseph’s University in Philadelphia, Pennsylvania.

R E S O L V E T O M A N A G E

better in 2016SPEAKER

VISIT

Tammy JordanVice President of Consulting at The Employee Engagement Group

BUILDING LEADERS SERIES

For more details on upcoming event please visit:http://www.smpsboston.org/program/calendar.php

B A C K T O school

MODERATOR

As Vice President of PennWell’s Marketing Solution’s division, Paul Andrews oversees this in- house ad agency that also has a consulting arm. His team provides creative execution, media planning, and marketing communication strategy and tactics for manufacturers, service providers and associations. He is also a board member of FEMSA.org where he leads the marketing efforts for the association.

As Vice President of Interactive, Paul managed the online ad sales efforts for 60 brands at Cygnus Business Media, he started the national ad sales program for Bell Atlantic’s BigYellow.com, and, as Chief Sales Officer he started the National ad sales program at Homes and Land Magazine. Paul received Min Magazine’s Sales Team Leader of the Year Award. He routinely speaks about online marketing trends. He has been involved with online marketing for more than 15 years. He currently lives in Maryland.

Michelle is a veteran digital marketing strategist who has worked in both agency and in-house roles on behalf of public and private businesses, as well as mission-driven organizations. At SM&, Michelle develops and oversees the strategy and execution of all social media and digital initiatives for the agency and our clients. In addition, she assumes a leadership role on viral marketing campaigns, digital crisis management and search engine marketing and optimization strategies.

Michelle holds a B.A. in marketing communications & visual media arts from Emerson College and is currently pursuing a Master’s in marketing. She is a member of the Ad Club of Boston and the Boston Interactive Marketing Association. Michelle is a frequent speaker at national PR industry events discussing trends and strategies for digital and social media.

Jason leads account management at Rattleback, the marketing agency for professional service firms. In his role, he helps firms think through and implement digital and traditional strategies to improve their content marketing and client acquisition efforts. A 10-year veteran, Jason previously held account management positions at Finelight, a healthcare advertising agency in Chicago, IL.

Paul AndrewsVice President, Pennwell

Michelle MastrobattistaVice President Digital Communications, Solomon McCown & Company

Jason SuttonRattleback

SCHEDULEIntroductions

Social Media 101

Social Media 201

Social Media 301

Q&A & Closing Remarks

1:20pm - 1:30pm

1:30pm - 2:45pm

3:00pm - 4:15pm

4:30pm - 5:45pm

5:45pm - 6:00pm

social media 101

Social Media 201

WHAT’SNEXT

Resilient Infrastructure: Bouncing Back from Climate Changedate: October 28, 2015 time: 7:30am networking, 8am - 10:00am eventwhere: Marriott Courtyard Downtown, 275 Tremont Street, Boston, MA

Visit our website and view the full SMPS calendar of events.http://www.smpsboston.org/program/calendar.php

Join us after the event for drinks and small appetizers at Central Bistro Boston.

Located on the 2nd floor of 101 Arch Street, Boston, MA.

Senior Roundtabledate: November 3, 2015time: 12:30pm - 1:30pm eventwhere: Arup, 955 Massachusetts Ave, Cambridge, MA

Powerful & Persuasive Proposals & Presentations

Powerful & Persuasive Proposals & Presentations: How to Win More Work

ABX2015

Thomas S. Townes, AIA, FSMPS, CPSMDirector of Business DevelopmentClark Nexsen

Session Hashtag

#140plusCommon SMPS Hashtag

#SMPSSociety for Marketing Professional Services

@SMPSBosPaul Andrews

@beatdallasPennWell Marketing

@penngageMichelle Mastrobattista

@Michelle_MastroSolomon McCown

@SolomonMcCownJulian Marks

@JulianMarksWCWoodard & Curran

@WoodardCurranJason Sutton / Rattleback

@rattlebacksPayette

@payettepeopleKaren Robichaud

@karenelainer

@

#

A quick guide to Twitter

signals a reference to a person or organization

Example: @SMPSBos is the Boston chapter of SMPS

Look for the symbol for Twitter verified accounts.

Use: “Great seeing @pia_card the @BSAAIA marketing event!”

Use: “@payettepeople, is the @BSAAIA great or what?”

Use: “Who’s checking out the #Tweetup @SMPSHQ this year?”

signals a topic

Example: #smpswebinar #architecture #Twitter #ilookup

Many events create a #hashtag to track conversation

#140plus for Social Media 301

#AIA2030 for chatter about the 2030 Commitment

#CPSM for chatter about CPSM qualification

People get creative with these

#epicfail #whyme #springisfinallyhere

Use: “Excited to experience my first hackathon! #EQxDHack15”

Use: “Millennials question ownership of #cars ‘less on #things’ and

more on #experiences”

Use: “Sometimes I feel like the only #architect at an event!”

Hashtags are meant to track popular topics.

Often you hear the term trending which refers to topics that almost

‘explode’ in popularity.

You may see a ‘trends’ box on your home Twitter page. This tracks the

most popular words at any given time.

Some other abbreviations you will see:

“retweet” This is when you tweet something already tweeted. Kind of like a citation to the original. “modified tweet”

“Follow Friday” On Fridays, it is a common practice to give a ‘shout out’ to interesting people/organizations to follow on Twitter.

RT:

MT:#FF:

Back to School: Social MediaEDUCATION



K N O W L E D G E I S P O W E R :Higher Ed Trends & Projects

SPEAKERS

Dennis J. Swinford, ASLA, is the Director of the Office of Campus Planning at the Massachusetts Institute of Technology. Prior to this position Dennis was the Director of Campus Planning at The University of Massachusetts Amherst and a Principal Project Planner at Harvard University’s Allston Development Group. Before joining the institutions he was in private practice for 24 years, providing planning and design expertise to over 35 different national and international institutions.

Dennis Swinford, ASLADirector of the Office of Campus Planning, Massachusetts Institute of Technology

Jean has over 20 years of experience in facility management and daily operations. She has a Master’s degree in Business Administration, is a licensed Massachusetts Construction Supervisor, a LEED Green Associate, is certified in the Massachusetts Certified Public Purchasing Official Program (MCPPO) and maintains a Building Operators Certificate. The UMass Lowell project management team oversees design and construction for all renovation, new construction, and mechanical upgrades on campus; including modernization of academic spaces, residential halls, dining halls, athletic facilities and parking and transportation projects. To support the recent growth and transformation on the UMass Lowell campus, the project team has opened 10 new buildings in the past 5 years, and routinely manages between 100-125 renovation projects simultaneously.

Jean RobinsonDirector of Capital Projects, Facilities Management, University of Massachusetts Lowell

Lois Stanley, PhD has been the Director of Campus Planning at Tufts University for the past five years. Prior to Tufts, she worked in capital project management and planning at Harvard’s Faculty of Arts and Science for 8 years. At Tufts, Lois’ office of planners, architects, and data analysts is responsible for space planning, capital planning, programming, and master planning for campuses in Medford, Boston, and Grafton. She works closely with university, school leadership, and the Tufts Operations Division to strategically link physical planning with academic planning for outcomes that benefit entire campus communities. Lois earned Doctorate and Masters degrees in city planning from MIT and Georgia Tech, respectively, and a Bachelor’s degree in management from Virginia Tech

Lois Stanley, PhDDirector of Campus Planning, Tufts University

Janet Chrisos is the Deputy Director at the Massachusetts State College Building Authority. She is responsible for design and construction activities of the Authority where she has overseen the completion of over one billion dollars of capital projects over the past ten years. Janet is a graduate of UMass Dartmouth with a degree in mechanical engineering and has managed capital projects and facility operations in both corporate and higher educational institutions. She has held positions at General Electric, Hewlett Packard and has provided consulting services to area colleges before joining the MSCBA.

Janet ChrisosDeputy Director, Massachusetts State College Building Authority

Scott Turner is a certified planner and civil engineer with 23 years of experience. Scott leads Nitsch Engineering’s sustainable stormwater and design practices. His project experience includes a mix of sustainability planning and design, as well as traditional land development. Scott has also been active in Nitsch Engineering’s initiatives regarding climate change resiliency, including green infrastructure projects that help mitigate climate change impacts up and down the East Coast.Scott’s background has given him the ability to assess both the big-picture planning goals and the specific technical aspects of a project. He is currently serving as the Chair of the American Planning Association’s Sustainable Communities Division; he is also actively involved in NAIOP MA; Urban Land Institute; and the Massachusetts Association of Consulting Planners.

R E S I L I E N T I N F R A S T R U C T U R E :

Bouncing Back from Climate ChangeMODERATOR

Scott D. Turner,PE, AICP, LEED AP NDDirector of Planning, Nitsch Engineering

Kate has been with the Commission for 8 months in this newly created position. During this time she has worked on many Green Infrastructure (GI) projects that are at various stages of planning, design and construction. Prior to joining the Commission, Kate worked as an environmental consultant, designing and constructing GI features and, worked for the Rhode Island Department of Environmental Management where she wrote stormwater utility feasibility studies for five RI municipalities. Kate has a MA in Environmental Studies (stormwater utilities) from Brown University.

SPEAKERSKate EnglandProject Coordinator - Green Infrastructure, Boston Water and Sewer Commission

As Director of Environmental, Kevin is responsible for developing MassDOT policies to streamline project delivery and maintain environmental compliance. He has been active in the climate change mitigation and adaptation arena since 2008, both for MassDOT and nationally with the American Association of State Highway Transportation Officials and the Transportation Research Board. Kevin has served in his position since 2007 and has more than 25 years of experience in environmental compliance for MassDOT. He is a graduate of the University of Massachusetts and holds a Bachelor of Science in Environmental Design.

Kevin WalshDirector of Environmental Services, MASSDOT

Before joining Eversource Kathleen was the Director of Environmental Affairs for 7 years at Northeast Utilities/NSTAR Electric & Gas Corporation. She has over 30 years of environmental professional experience as a lawyer, engineer, and scientist. She served on the Board of Directors of the Environmental Business Council of New England, the Clean Tech Advisory Committee at UMass Lowell and the Economy-Wide & Workforce Subcommittee of the Governor’s Climate Protection and Green Economy Advisory Committee. Currently she is a member of the Advisory Board to UMass Boston’s Center for Sustainable Enterprise and Regional Competitiveness and the Board of Directors of the Framingham State University Foundation, and serves as the private-sector co-chair of the Energy and Sustainable Development Committee for the 34-town 495/MetroWest Partnership. She holds a BA in natural sciences and mathematics from SUNY Buffalo, an MS in environmental engineering from Manhattan College, and a JD from Brooklyn Law.

Kathleen FreemanDirector, Transmission - Greater Boston Projects, Eversource Energy

Back to Business at Central Wharf Co.date: Thursday, September 24, 2015 time: 5:30pm - 8:30pm

We hope everyone had a great time at the Summer Social, but now it’s time to get Back to Business! The evening will be filled with networking and meeting new friends as we kick-off another season of SMPS Boston events and programs. All attendees receive Free Drink Tickets and delectable hors d’oeuvres. So come join us at Central Wharf Co.!

Back to School: Social Mediadate: Tuesday, October 6, 2015 time: 1:00pm - 6:00pm

speaker: Paul Andrews, Vice President of PennWell’s Marketing Solution’s division.

SMPS Reception at ABX date: Wednesday, November 18, 2015time: 5:00pm - 7:00pm

As FMI’s practice leader for business development, Cynthia works with industry organizations to position them to capture market share and grow profitably. She helps construction industry organizations stand out from the competition by discovering their differentiated platform. Working in tandem with project teams to create winning strategies, she has served industry associations, contracting firms, and industry suppliers.

With a strong conviction that marketing and business development starts at the top of an organization, Cynthia specializes in conducting market assessments and forecasts. She then works with company presidents, sales, marketing, and business development executives to help create a strategic vision that can be translated into a competitive advantage in the marketplace.

Cynthia holds a bachelor’s degree in business administration, with a minor in economics, from Fort Lewis College. She earned her master of business administration degree in finance and marketing from the University of Denver.

I S I T H O T E N O U G H F O R Y O U ?

New England’sEconomic Forecast

SPEAKER

CONNECT

NOTES

Cynthia C. PaulManaging Director, FMI Corporation

www.smpsboston.org

UPCOMING EVENTS

@SMPSBos facebook.com/SMPSBos

www.linkedin.com/company/SMPS-Boston

Client and Market Panels

Client and Market Panels help keep members in-the-know on industry trends, and provide value for firm principals who support SMPS involvement.


B O O T C A M P keynote

KEYNOTE SPEAKER (AMHERST ROOM)

NOTES:FOLLOW US

Join SMPS friends and colleagues for conversation, appetizers and drinks at Scholars Boston, located at 25 School Street, tonight at 5:30pm.

Be sure to follow us on your favorite social media outlets and #SMPSBosBootCamp throughout the event.

Mix 6@

WHAT’SNEXT

New Member Event & Cornhole Tournamentdate: May 5, 2016 time: 5:30pm - 9:00pm

where: Baseball Tavern, 1270 Boylston Street, Boston

2016 SMPS Boston ROC Awards Galadate: June 9, 2016 time: 5:30pm - 9:30pm

where: The State Room, Harborside Salon, 60 State Street, Boston

Visit our website and view the full SMPS calendar of events. http://www.smpsboston.org/program/calendar.php

Ann speaks and writes about how you can rethink the way your business markets. Cited in Forbes as the most influential woman in Social Media and recognized by ForbesWoman as one of the top 20 women bloggers, Ann Handley is the Chief Content Officer of MarketingProfs, a training and education company with the largest community of marketers in its category. She currently has more than 260,000 followers on Twitter and writes about content, marketing and life at the highly entertaining AnnHandley.com. A pioneer in digital marketing, Ann is the co-founder of ClickZ.com, which was one of the first sources of interactive marketing news and commentary. She started her career as a business journalist and editor.

Ann HandleyChief Content Officer, MarketingProfs

M A R K E T I N G boot camp

SESSIONS & SPEAKERS FOR TRACK 1 (AMHERST ROOM)

Ann speaks and writes about how you can rethink the way your business markets. Cited in Forbes as the most influential woman in Social Media and recognized by ForbesWoman as one of the top 20 women bloggers, Ann Handley is the Chief Content Officer of MarketingProfs, a training and education company with the largest community of marketers in its category. She currently has more than 260,000 followers on Twitter and writes about content, marketing and life at the highly entertaining AnnHandley.com. A pioneer in digital marketing, Ann is the co-founder of ClickZ.com, which was one of the first sources of interactive marketing news and commentary. She started her career as a business journalist and editor.

Ann HandleyChief Content Officer, MarketingProfs

keynote (amherst room)

Your website has users, but do you really understand their needs and expectations? User experience research and user-centered design practices can help you figure it out. User experience design is the process of making a user's interaction with a product, website, or service as simple and as enjoyable as possible. UX is more than just asking opinions; it's about understanding how your users behave in order to build empathy and gain insights. Using a UX approach in your web design will help eliminate confusion, build brand loyalty, and even delight your customers. In this talk you'll learn about why injecting a UX-approach into your work is valuable, how to conduct inexpensive user research, and about basic UX methods. Amy Deschenes is the UX Specialist for Harvard Library where she works with over 700 staff members on conducting user research with the Harvard community.

Amy DeschenesLibrary User Experience Specialist, Harvard University

secrets of website

usability

SCHEDULE

FOLLOW US

WHAT’SNEXT

New Member Event & Cornhole Tournamentdate: May 5, 2016 time: 5:30pm - 9:00pm

where: Baseball Tavern, 1270 Boylston Street, Boston

2016 SMPS Boston ROC Awards Galadate: June 9, 2016 time: 5:30pm - 9:30pm

where: The State Room, Harborside Salon, 60 State Street, Boston

Visit our website and view the full SMPS calendar of events. http://www.smpsboston.org/program/calendar.php

Registration

Keynote

Session 1

Session 2

Lunch

Session 3

Session 4

Networking

Mix@6

8:00am

8:30am - 9:30am

9:50am - 11:05am

11:15am - 12:30pm

12:30pm - 1:30pm

1:40pm - 2:55pm

3:05pm - 4:20pm

4:20pm - 5:00pm

5:30pm - 8:00pm

Join SMPS friends and colleagues for conversation, appetizers and drinks at Scholars Boston, located at 25 School Street.

Be sure to follow us on your favorite social media outlets and #SMPSBosBootCamp throughout the event.

Mix 6@

In this interactive workshop, participants will learn how to apply the time-proven methods and skills of classic storytelling to A/E/C content marketing. Using real world examples, session leader Michael Reilly of Reilly Communications will teach attendees how to translate accomplishments, projects, people and company strengths to a memorable story.

Workshop participants will have the opportunity try out the storytelling methods in an interactive exercise by taking on the storyteller role.

Michael ReillyPrincipal, Reilly Communications

Breathe Life into Business Content: the Storytelling

Workshop


Boot Camp

To provide more value for our members in a year without a regional conference, we updated our traditional Boot Camp track to feature a renowned keynote speaker, two tracks of programming, and multiple networking opportunities.


Networking Opportunities

Summer Social Back to Business

Mix @ 6 New Member Event

Holiday Party


appendix: leadership & chapter managementStrategic Plan

Strategic PlanFY 2015-2016


1

SMPS

Bos

ton

2015

-201

6 St

rate

gic

Plan

Intr

oduc

tion

As

the

SM

PS

Bos

ton

Boa

rd o

f Dire

ctor

s pl

ans

for t

he 2

015-

2016

pro

gram

yea

r, w

e ar

e co

mm

itted

to m

eetin

g th

e ne

eds

of o

ur m

embe

rs a

nd s

uppo

rters

. Bas

ed o

n ou

treac

h to

our

bas

e (v

ia a

mem

ber s

urve

y an

d vi

a in

form

al c

onve

rsat

ions

with

bot

h m

embe

rs a

nd s

uppo

rters

), in

form

atio

n fro

m S

MP

S H

eadq

uarte

rs, a

nd

conv

ersa

tions

with

our

Pas

t Pre

side

nts

Cou

ncil,

we

are

dedi

cate

d to

pro

vidi

ng p

rogr

amm

ing

that

hel

ps o

ur

mem

bers

gro

w a

s pr

ofes

sion

als,

exp

and

thei

r net

wor

k, a

nd b

uild

bus

ines

s fo

r the

ir co

mpa

nies

.

Ove

r the

last

few

yea

rs, S

MP

S B

osto

n ha

s gr

own

sign

ifica

ntly.

With

286

mem

bers

, we’

re c

urre

ntly

one

of t

he

larg

est c

hapt

ers

in th

e co

untry

. As

of 8

/31/

2015

, our

mem

bers

hip

look

s lik

e: 2

86

1

.4%

Ad

min

istr

ativ

e5

.6%

Busin

ess D

eve

lope

r8

.7%

CM

O1

.0%

Co

nsulta

nt

2.1

%C

oo

rdin

ato

r2

8.0

%D

ire

cto

r1

1.5

%M

ana

ge

r2

3.4

%O

the

r3

.1%

Pa

rtne

r/P

rincip

al

7.7

%P

resid

ent/

CE

O4

.2%

Te

chnic

al

0.3

%V

ice

Pre

sid

ent

2.8

%

To

tal:

10

0.0

%

Pri

mar

y Fu

nct

ion

F

M

0.3

%F

74.8

%M

24.8

%

Tota

l:100.0

%

Ge

nd

er

0

20

40

60

80

100

Und

er 1

0pe

ople

10-2

5pe

ople

26-9

9pe

ople

100-

249

peop

le

250-

499

peop

le

500

+pe

ople

Not Spe

cifie

d

Under

10 p

eop

le10-2

5 p

eop

le26-9

9 p

eop

le100-2

49 p

eop

le250-4

99 p

eop

le500 +

peop

leN

ot S

pecifie

d

Firm

Siz

e

Boston

Num

ber

of M

em

bers

|

BO

23

CP

SM

s |

10.8

%A

rchitectu

re19.2

%A

rchitectu

re/E

ngin

eering

6.3

%C

onstr

uction M

anagem

ent

13.6

%C

onstr

uction/C

ontr

acting

4.9

%D

esig

n/B

uild

1.0

%E

ngin

eering

21.3

%E

nvironm

enta

l E

ngin

eering

4.5

%G

eote

chnic

al E

ngin

eering

1.0

%In

terior

Desig

n0.3

%Landscape A

rchitectu

re1.0

%M

ark

eting C

onsultin

g4.9

%O

ther

10.8

%

Tota

l:100.0

%

Pri

mar

y D

isci

plin

e

9/9

/2015

2Our

larg

e m

embe

r bas

e pr

esen

ts b

oth

oppo

rtuni

ty a

nd ri

sk.

On

one

hand

, our

net

wor

k is

larg

er th

an e

ver,

givi

ng m

embe

rs th

e ch

ance

to e

xpan

d th

eir n

etw

ork

and

lear

n m

ore.

On

the

othe

r han

d, w

e ha

ve th

e ris

k of

ove

rwhe

lmin

g ou

r mem

bers

. Wal

king

into

a ro

om o

f 10

peop

le

you

don’

t kno

w c

an b

e ha

rd, b

ut it

’s in

finite

ly e

asie

r tha

n w

alki

ng in

to a

room

of 1

00 p

eopl

e yo

u do

n’t k

now

. H

ow d

o yo

u kn

ow w

here

to s

tart?

How

do

you

find

the

right

leve

l of p

artic

ipat

ion?

For t

hat r

easo

n, S

MP

S B

osto

n is

ded

icat

ing

the

2015

-201

6 pr

ogra

m y

ear t

o a

new

them

e: E

ngag

e!

The

valu

e of

SM

PS

lies

prim

arily

in th

e ne

twor

k of

pro

fess

iona

ls a

nd p

eers

. We’

re a

sup

port

netw

ork

for e

ach

othe

r, m

ento

rs fo

r eac

h ot

her,

and

– at

the

end

of th

e da

y –

frien

ds to

eac

h ot

her.

For 2

015-

2016

, SM

PS

B

osto

n is

ded

icat

ed to

hel

ping

our

mem

bers

and

sup

porte

rs b

ette

r eng

age

with

the

chap

ter a

nd th

eir c

aree

r by

:

1.

findi

ng p

rogr

amm

ing

that

mee

ts th

eir e

duca

tion

and

busi

ness

dev

elop

men

t nee

ds,

2.

expa

ndin

g or

stre

ngth

enin

g th

eir n

etw

ork

of p

eers

, no

mat

ter w

hat t

heir

care

er le

vel i

s, a

nd

3.

disc

over

ing

the

bene

fits

of g

reat

er in

volv

emen

t in

the

chap

ter.

Whi

le th

is th

eme

will

gui

de u

s th

roug

hout

201

5-20

16, w

e w

ill a

lso

be lo

okin

g at

the

bigg

er p

ictu

re: h

ow S

MP

S

Bos

ton

will

suc

ceed

ove

r the

nex

t thr

ee y

ears

. Thi

s do

cum

ent s

ets

the

stra

tegi

c ro

adm

ap fo

r 201

5-20

18; a

s w

ell a

s th

e sp

ecifi

c go

als

and

chal

leng

es fo

r the

upc

omin

g ye

ar.

Eac

h su

mm

er, w

e w

ill u

pdat

e th

e go

als

and

chal

leng

es a

s ap

prop

riate

to s

erve

the

Cha

pter

.

Ann

a Lu

cian

o S

MP

S B

osto

n P

resi

dent

, 201

5-20

16

Mar

ketin

g &

Com

mun

icat

ions

Spe

cial

ist,

Nits

ch E

ngin

eerin

g


Con

tent

sIn

trodu

ctio

n

1

Mis

sion

Sta

tem

ent

3

Cor

e Va

lues

3

Cha

pter

Goa

ls: 2

015-

2018

3

Mea

surin

g S

ucce

ss

4

Exe

cutiv

e C

omm

ittee

Act

ion

Pla

n

5

Edu

catio

n C

omm

ittee

Act

ion

Pla

n

6

Com

mun

icat

ions

Com

mitt

ee A

ctio

n P

lan

8

Mem

bers

hip

Com

mitt

ee A

ctio

n P

lan

9

Pro

gram

s C

omm

ittee

Act

ion

Pla

n

10

Spe

cial

Eve

nts

Com

mitt

ee A

ctio

n P

lan

11

Com

mun

ity O

utre

ach

Com

mitt

ee A

ctio

n P

lan

12

CP

SM

Com

mitt

ee A

ctio

n P

lan

13

3

SMPS

Bos

ton

2015

-201

6 St

rate

gic

Plan

Mis

sion

Sta

tem

ent

SM

PS

Bos

ton

is d

edic

ated

to e

nric

hing

kno

wle

dge,

con

nect

ing

lead

ers,

and

adv

anci

ng p

ract

ices

that

bui

ld

busi

ness

for p

rofe

ssio

nal s

ervi

ces

firm

s in

the

build

ing

indu

stry

.

Cor

e Va

lues

At t

he h

eart

of S

MP

S B

osto

n ar

e th

e co

re v

alue

s th

at d

efine

SM

PS

as

an o

rgan

izat

ion.

As

we

serv

e ou

r m

embe

rs a

nd s

uppo

rters

, we

will

em

body

the

prin

cipl

es o

f:

• Li

fe-lo

ng le

arni

ng: P

rovi

ding

opp

ortu

nitie

s fo

r con

tinue

d pr

ofes

sion

al a

nd p

erso

nal g

row

th fo

r all

care

er

leve

ls

• R

elat

ions

hips

: Hel

ping

our

mem

bers

and

sup

porte

rs b

uild

rela

tions

hips

with

in th

e in

dust

ry•

Ser

vice

: Pro

vidi

ng o

ppor

tuni

ties

to g

ive

back

to th

e bu

ildin

g in

dust

ry a

nd lo

cal c

omm

unity

as

a w

hole

, and

to

mov

e S

MP

S B

osto

n fo

rwar

d th

roug

h ac

tive

enga

gem

ent

• In

nova

tion:

Thi

nkin

g cr

eativ

ely,

thou

ghtfu

lly, a

nd d

iffer

ently

as

we

wor

k to

bet

ter s

erve

our

mem

bers

hip

and

show

case

bes

t pra

ctic

es in

the

build

ing

indu

stry

• In

tegr

ity: C

omm

ittin

g to

act

ing

hone

stly

and

eth

ical

ly

Cha

pter

Goa

ls: 2

015-

2018

Our

ove

rrid

ing

goal

s re

flect

the

key

idea

s th

at S

MP

S B

osto

n be

lieve

s ar

e cr

itica

l to

prov

idin

g a

valu

able

co

mm

unity

for p

rofe

ssio

nal s

ervi

ces

mar

kete

rs. T

hese

goa

ls a

re in

alig

nmen

t with

SM

PS

Hea

dqua

rters

:

• R

aise

aw

aren

ess:

SM

PS

Bos

ton

will

con

tinue

to s

eek

oppo

rtuni

ties

that

sho

wca

se S

MP

S a

s a

prim

ary

reso

urce

for k

now

ledg

e an

d ex

perti

se in

pra

ctic

es s

uch

as m

arke

ting

and

busi

ness

dev

elop

men

t tha

t bui

ld

busi

ness

for p

rofe

ssio

nal s

ervi

ces

firm

s in

the

build

ing

indu

stry

.•

Pro

vide

edu

catio

n: S

MP

S B

osto

n w

ill p

rovi

de m

arke

ters

and

bus

ines

s de

velo

pers

with

the

nece

ssar

y kn

owle

dge,

ski

lls, t

ools

, and

exp

ertis

e to

dev

elop

, man

age,

and

driv

e su

cces

s fo

r pro

fess

iona

l ser

vice

s fir

ms

in th

e bu

ildin

g in

dust

ry.

• S

treng

then

mem

bers

hip:

SM

PS

Bos

ton

will

con

tinue

to re

crui

t new

mem

bers

and

wor

k to

reta

in e

xist

ing

mem

bers

with

the

goal

of b

eing

a th

rivin

g ne

twor

k of

pro

fess

iona

ls in

tere

sted

in th

e pr

actic

e of

mar

ketin

g an

d bu

sine

ss d

evel

opm

ent f

or p

rofe

ssio

nal s

ervi

ces

firm

s in

the

build

ing

indu

stry

.•

Bui

ld in

frast

ruct

ure:

SM

PS

Bos

ton

will

wor

k to

rem

ain

finan

cial

ly s

tabl

e, w

ith th

e un

ders

tand

ing

that

fin

anci

al s

treng

th a

llow

s us

to b

ette

r sup

port

our m

embe

rs, a

nd to

dev

elop

ope

ratin

g pr

oced

ures

/sys

tem

s th

at a

llow

our

vol

unte

ers

to ru

n th

e ch

apte

r effe

ctiv

ely

and

effic

ient

ly.E

ach

com

mitt

ee w

ill k

eep

thes

e ov

errid

ing

goal

s in

min

d as

they

dev

elop

thei

r ann

ual g

oals

and

eve

nts.


4Mea

surin

g Su

cces

sG

oal/T

actic

s20

15-2

016

Goa

l20

16-2

017

Goa

l20

17-2

018

Goa

lG

oal:

Rai

se A

war

enes

sTa

ctic

1: U

se w

ebsi

te to

pr

omot

e C

hapt

er a

ctiv

ities

Uni

que

visi

tors

: +5%

Uni

que

visi

tors

: +5%

Uni

que

visi

tors

: +5%

Tim

e on

pag

e: +

5%Ti

me

on p

age:

+5%

Tim

e on

pag

e: +

5%B

ounc

e ra

te: -

5%B

ounc

e ra

te: -

5%B

ounc

e ra

te: -

5%Ta

ctic

2: I

ncre

ase

soci

al

med

ia fo

llow

ers

and

inte

ract

ions

Twitt

er: 1

0% G

row

thTw

itter

: 10%

Gro

wth

Twitt

er: 1

0% G

row

thT:

5%

Eng

agem

ent

T: 5

% E

ngag

emen

tT:

5%

Eng

agem

ent

Face

book

: 5%

Gro

wth

Face

book

: 5%

Gro

wth

Face

book

: 5%

Gro

wth

FB: 5

% E

ngag

emen

tFB

: 5%

Eng

agem

ent

FB: 5

% E

ngag

emen

tLi

nked

In: 1

5% G

row

thLi

nked

In: 1

0% G

row

thLi

nked

In: 5

% G

row

thLI

: 5%

Eng

agem

ent

LI: 5

% E

ngag

emen

tLI

: 5%

Eng

agem

ent

Inst

agra

m: 2

0% G

row

thIn

stag

ram

: 5%

Gro

wth

Inst

agra

m: 5

% G

row

thIG

: 5%

Eng

agem

ent

IG: 5

% E

ngag

emen

tIG

: 5%

Eng

agem

ent

Tact

ic 3

: Mea

sure

eFl

yer

effe

ctiv

enes

sS

ubsc

riber

: 10%

Gro

wth

Sub

scrib

er: 1

0% G

row

thS

ubsc

riber

: 10%

Gro

wth

Ope

n R

ate:

25%

Ope

n R

ate:

25%

Ope

n R

ate:

25%

Clic

k-Th

roug

h R

ate:

15%

Clic

k-Th

roug

h R

ate:

15%

Clic

k-Th

roug

h R

ate:

15%

Tact

ic 4

: Wor

k w

ith in

dust

ry

partn

ers

to s

how

SM

PS

as

prim

ary

mar

ketin

g re

sour

ce

Hos

t 4 e

vent

s w

ith o

ther

or

gani

zatio

nsH

ost 4

eve

nts

with

oth

er

orga

niza

tions

Hos

t 4 e

vent

s w

ith o

ther

or

gani

zatio

ns

Rea

ch 3

50 p

eopl

eR

each

350

peo

ple

Rea

ch 3

50 p

eopl

eG

oal:

Prov

ide

Educ

atio

nTa

ctic

1: A

ddre

ss a

wid

e ra

nge

of to

pics

and

ex

perie

nce

leve

ls (e

ntry

, m

id, s

enio

r)

At l

east

2 e

vent

s pe

r do

mai

n of

pra

ctic

eA

t lea

st 2

eve

nts

per

dom

ain

of p

ract

ice

At l

east

2 e

vent

s pe

r do

mai

n of

pra

ctic

eA

t lea

st 4

eve

nts

for

each

car

eer l

evel

At l

east

4 e

vent

s fo

r ea

ch c

aree

r lev

elA

t lea

st 4

eve

nts

for

each

car

eer l

evel

Tact

ic 2

: Hos

t fre

quen

t ev

ents

(inc

ludi

ng e

duca

tion,

pr

ogra

ms,

and

net

wor

king

)

24 e

vent

s pe

r yea

r (m

inim

um)

24 e

vent

s pe

r yea

r (m

inim

um)

24 e

vent

s pe

r yea

r (m

inim

um)

Tact

ic 3

: Inc

reas

e ev

ent

atte

ndan

ce49

0 at

tend

ees

at c

lient

/ed

ucat

ion

even

ts57

0 at

tend

ees

at c

lient

/ed

ucat

ion

even

ts70

0 at

tend

ees

at c

lient

/ed

ucat

ion

even

tsSt

reng

then

Mem

bers

hip

Tact

ic 1

: Ret

ain

mem

bers

85%

rete

ntio

n ra

te85

% re

tent

ion

rate

85%

rete

ntio

n ra

teTa

ctic

2: R

ecru

it m

embe

rs5%

new

mem

bers

5% n

ew m

embe

rs5%

new

mem

bers

Tact

ic 3

: Rec

ruit

volu

ntee

rs15

% o

f mem

bers

hip

17%

of m

embe

rshi

p20

% o

f mem

bers

hip

Tact

ic 4

: Inc

reas

e C

PS

Ms

Add

4 C

PS

Ms

per y

ear

Add

4 C

PS

Ms

per y

ear

Add

4 C

PS

Ms

per y

ear

Bui

ld In

fras

truc

ture

Tact

ic 1

: Dev

elop

Cha

pter

M

anua

lC

ompl

ete

Upd

ate

Upd

ate

Tact

ic 2

: Stre

amlin

e bu

dget

U

pdat

e pr

oces

sU

pdat

e an

nual

lyU

pdat

e an

nual

lyTa

ctic

3: U

pdat

e by

law

s--

Upd

ate

--5

SMPS

Bos

ton

2015

-201

6 St

rate

gic

Plan

Exec

utiv

e C

omm

ittee

Act

ion

Plan

Exe

cutiv

e C

omm

itte

Mem

bers

: 5P

resi

dent

- A

nna

Luci

ano

Pre

side

nt E

lect

/Vic

e P

resi

dent

- S

arah

Hot

chki

ssP

ast P

resi

dent

- B

enja

min

Saw

aS

ecre

tary

- S

uzan

ne K

ing,

CP

SM

(2nd

Yea

r of T

erm

)Tr

easu

rer -

Kar

en W

ilson

(1st

Yea

r of T

erm

)

Goa

ls1.

B

uild

infra

stru

ctur

e to

hel

p S

MP

S B

osto

n re

mai

n fin

anci

ally

sta

ble

• M

anag

e co

rpor

ate

spon

sors

hip

proc

ess

• Le

ad c

hapt

er b

udge

ting

proc

ess

2.

Dev

elop

ope

ratin

g m

anua

l for

cha

pter

that

sum

mar

izes

how

to ru

n th

e ch

apte

r

3.

Wor

k w

ith N

atio

nal t

o up

date

Cha

pter

By-

Law

s

4.

Ass

ist i

n de

velo

ping

and

stre

ngth

enin

g ou

r stra

tegi

c pa

rtner

ship

s

5.

Win

the

Stri

ving

for E

xcel

lenc

e aw

ards

sub

mis

sion

for S

MP

S H

eadq

uarte

rs

6.

Atte

nd o

ne o

f eac

h co

mm

ittee

mee

ting

(Pre

side

nt &

Pre

side

nt E

lect

)

7.

Pro

vide

sup

port

to e

ach

com

mitt

ee a

s ne

eded

8.

Lead

effo

rts fo

r cha

ritab

le g

ivin

g an

d sc

hola

rshi

p pr

ogra

m

Cha

lleng

es1.

S

uppo

rting

all

com

mitt

ee e

vent

s gi

ven

othe

r sch

edul

e lim

itatio

ns

2.

Gro

win

g sp

onso

rshi

p pr

ogra

m a

ppro

pria

tely

3.

Pro

vidi

ng a

ppro

pria

te ti

min

g be

twee

n ev

ents

4.

Giv

ing

back

to m

embe

rs w

hile

rem

aini

ng fi

scal

ly s

ound


6Educ

atio

n C

omm

itee

Act

ion

Plan

Com

mitt

ee M

embe

rs:

9D

irect

or: P

ia C

ardi

nali

(2nd

Yea

r of T

erm

)C

o-C

hairs

: Pat

Tra

cy-C

alla

han

and

Ale

xand

ra Q

uinn

Purp

ose

The

Edu

catio

n C

omm

ittee

focu

ses

on a

dvan

cing

the

pers

onal

and

pro

fess

iona

l dev

elop

men

t of m

embe

rs

and

non-

mem

bers

, mar

kete

rs, a

nd te

chni

cal s

taff

in th

e bu

ilt e

nviro

nmen

t, by

pro

vidi

ng m

arke

ting-

focu

sed

educ

atio

nal p

rogr

ams.

The

Com

mitt

ee w

orks

to a

dvan

ce th

e ch

apte

r goa

l of p

rovi

ding

edu

catio

n.

2015

-201

6 C

omm

ittee

Goa

ls1.

P

rovi

de e

duca

tiona

l pro

gram

min

g fo

r all

SM

PS

mem

bers

and

non

-mem

bers

in th

e in

dust

ry

• C

ontin

ue to

offe

r the

sam

e ty

pes

of p

rogr

ams

that

hav

e be

en s

ucce

ssfu

l ove

r the

pas

t few

yea

rs

whi

le a

lso

intro

duci

ng s

ome

new

con

cept

s

• C

over

a v

arie

ty o

f top

ics

and

gear

tow

ards

diff

eren

t lev

els

of e

xper

ienc

e (e

ntry

leve

l, m

id-c

aree

r, se

nior

leve

l)

2.

Pro

vide

var

iatio

n on

pro

gram

min

g tim

es to

acc

omm

odat

e di

ffere

nt s

ched

ules

3.

Obt

ain

spon

sors

for p

rogr

ams

and

even

ts to

allo

w u

s to

offe

r mem

ber-

only

pro

gram

min

g

2015

-201

6 Ev

ents

• Fi

resi

de C

hats

: The

se w

ill b

e sm

all m

embe

rs-o

nly

even

ts w

here

sen

ior l

eade

rs in

the

indu

stry

sha

re th

eir

care

er p

ath,

suc

cess

es a

nd c

halle

nges

. Thi

s ye

ar th

ey w

ill b

e of

fere

d at

lunc

htim

e to

hel

p re

duce

cos

ts

and

attra

ct m

ore

atte

ndee

s as

wel

l as

atte

ndee

s of

the

mor

e se

nior

leve

l. W

e w

ill h

old

3 Fi

resi

de C

hats

this

ye

ar.

• S

enio

r Rou

ndta

ble

Dis

cuss

ions

: Thi

s is

a n

ew p

rogr

am th

at w

ill a

lso

be a

mem

bers

-onl

y ev

ent.

It w

ill b

e ge

ared

to s

enio

r lev

el m

embe

rs a

nd w

ill c

reat

e an

ope

n fo

rum

for d

iscu

ssio

n on

a p

re-s

elec

ted

topi

c.

Thes

e w

ill b

e lu

nch-

time

sem

inar

s an

d ea

ch o

ne w

ill b

e le

d by

a P

ast-P

resi

dent

or o

ther

sen

ior m

embe

r w

ithin

the

chap

ter.

We

will

hol

d 3

Sen

ior R

ound

tabl

e D

iscu

ssio

n lu

nche

ons

this

yea

r.•

Long

er ½

-day

Sem

inar

s•

Bac

k To

Sch

ool (

Soc

ial M

edia

): W

orks

hop

in th

e fa

ll of

ferin

g pr

ogre

ssiv

ely

mor

e ad

vanc

ed a

nd in

-de

pth

topi

cs o

n S

ocia

l Med

ia. O

pen

to a

ll. P

eopl

e ca

n re

gist

er fo

r ind

ivid

ual s

essi

ons

or th

e fu

ll da

y.

• W

ritin

g W

orks

hop:

Thi

s w

ill p

rovi

de w

ritin

g tip

s on

sev

eral

diff

eren

t top

ics

rele

vant

to o

ur in

dust

ry.

Ope

n to

all.

Peo

ple

can

regi

ster

for i

ndiv

idua

l ses

sion

s or

the

full

day.

• Tr

aditi

onal

Afte

rnoo

n P

rogr

am: S

horte

r sem

inar

cov

erin

g ot

her t

opic

s of

inte

rest

. Ope

n to

all.

Pot

entia

l to

pics

incl

ude

Inte

rvie

w P

roce

ss/P

ublic

Spe

akin

g; M

anag

emen

t; E

mpl

oyee

Eng

agem

ent.

We

will

hol

d 1

afte

rnoo

n pr

ogra

m th

is y

ear.

• B

oot C

amp:

Var

iatio

n in

pro

gram

min

g th

is y

ear t

o ap

peal

to a

ll m

embe

rs (p

revi

ousl

y ge

ared

tow

ards

ent

ry-

leve

l mem

bers

). P

oten

tial t

o of

fer t

wo

sim

ulta

neou

s tra

cks

of p

rogr

amm

ing

(one

for j

unio

r lev

el m

embe

rs

7

SMPS

Bos

ton

2015

-201

6 St

rate

gic

Plan

and

one

for s

enio

r lev

el m

embe

rs) o

r sep

arat

e m

orni

ng a

nd a

ftern

oon

sess

ions

(tar

getin

g bo

th ju

nior

and

se

nior

leve

ls).

Peo

ple

can

regi

ster

for i

ndiv

idua

l ses

sion

s or

ent

ire d

ay.

• B

ook

Clu

b: W

e w

ill c

ontin

ue to

offe

r thi

s pr

ogra

m a

gain

this

yea

r as

a m

embe

rs-o

nly

bene

fit. M

embe

rs w

ho

regi

ster

will

rece

ive

a co

py o

f the

cho

sen

mar

ketin

g-re

late

d bu

sine

ss b

ook.

The

Boo

k C

lub

Mee

ting

will

pr

ovid

e an

opp

ortu

nity

for a

gui

ded

disc

ussi

on o

n th

e bo

ok a

nd it

s pr

imar

y to

pic

and

them

e. It

is a

gre

at

netw

orki

ng a

nd c

olla

bora

ting

even

t. Th

is y

ear w

e w

ill h

old

2 B

ook

Clu

b E

vent

s an

d 1

Arti

cle

Clu

b Tw

eet

Cha

t whe

re m

embe

rs w

ill li

ve tw

eet t

o di

scus

s th

e ch

osen

arti

cles

.•

Web

inar

: We

will

gat

her a

t a m

embe

r offi

ce to

stre

am a

n S

MP

S N

atio

nal W

ebin

ars.

Thi

s is

offe

red

free

to

mem

bers

and

at a

nom

inal

fee

to n

on-m

embe

rs. A

net

wor

king

eve

nt w

ill fo

llow

to a

llow

furth

er d

iscu

ssio

n of

th

e w

ebin

ar to

pic.

We

will

hol

d 1

web

inar

this

yea

r.

Cha

lleng

es1.

M

arke

t eve

nts

wel

l in

adva

nce

to h

elp

prom

ote

max

imum

atte

ndan

ce.

2.

Com

mun

icat

e th

e ta

rget

aud

ienc

e fo

r eac

h ev

ent e

ffect

ivel

y.

3.

Coo

rdin

ate

betw

een

diffe

rent

com

mitt

ees

and

outs

ide

orga

niza

tions

to p

reve

nt o

verla

p.

4.

Con

tinue

to g

et to

p-no

tch

and

new

spe

aker

s/pr

esen

ters

for e

vent

s.

5.

Obt

ain

spon

sors

for p

rogr

ams

and

even

ts to

con

tinue

to a

llow

us

to o

ffer f

ree

mem

ber-

only

pro

gram

min

g.


8Com

mun

icat

ions

Com

mitt

ee A

ctio

n Pl

anC

omm

ittee

Mem

bers

: 11

Dire

ctor

: Val

erie

Con

yngh

am, C

PS

M (1

st Y

ear o

f Ter

m)

Cha

ir: E

lena

Lel

chuk

Purp

ose

The

Com

mun

icat

ions

Com

mitt

ee m

anag

es in

tern

al a

nd e

xter

nal c

omm

unic

atio

ns fo

r the

SM

PS

Bos

ton

Cha

pter

. The

Com

mitt

ee h

elps

to s

uppo

rt S

MP

S B

osto

n’s

mis

sion

by

prom

otin

g ed

ucat

iona

l and

net

wor

king

op

portu

nitie

s th

roug

h tra

ditio

nal a

nd s

ocia

l med

ia c

hann

els

and

man

agin

g an

d de

velo

ping

con

tent

for O

utlo

ok,

SM

PS

Bos

ton’

s bl

og. T

he C

omm

ittee

wor

ks to

adv

ance

the

chap

ter g

oal o

f rai

sing

aw

aren

ess.

2015

-201

6 C

omm

ittee

Goa

ls1.

P

rovi

de re

leva

nt a

nd ti

mel

y in

form

atio

n to

our

mem

bers

hip

and

follo

wer

s

• Im

prov

e ef

ficie

ncie

s in

web

site

upd

ates

and

pus

hing

out

mes

sagi

ng to

our

mem

bers

• In

tegr

ate

a ne

w e

vent

s re

gist

ratio

n sy

stem

• Im

prov

e co

nten

t mar

ketin

g ef

forts

to s

how

case

SM

PS

Bos

ton

as a

n in

dust

ry le

ader

• U

se a

naly

tics

to s

ee w

hat i

nfor

mat

ion

our f

ollo

wer

s/vi

sito

rs a

re e

ngag

ing

mos

t with

2.

Bet

ter p

rom

otio

n of

eve

nts

and

prog

ram

s

• D

evel

op a

set

of t

ools

for c

omm

ittee

mem

bers

and

pan

elis

ts to

eas

ily a

nd e

ffect

ivel

y he

lp p

rom

ote

even

ts a

nd p

rogr

ams

3.

Be

a te

stin

g gr

ound

for d

iffer

ent c

omm

unic

atio

n ta

ctic

s

• D

evot

e in

-per

son

mee

ting

time

to b

rain

stor

min

g an

d id

ea te

stin

g

• Te

st n

ew o

r cur

rent

ly u

nuse

d co

mm

unic

atio

ns to

ols

Cha

lleng

es•

Kee

ping

com

mitt

ee m

embe

rs e

ngag

ed in

ove

rall

com

mun

icat

ions

stra

tegy

adn

pla

nnin

g, n

ot ju

st ta

sk

focu

sed.

• M

anag

ing/

addi

ng m

ore

com

mun

icat

ions

cha

nnel

s ef

fect

ivel

y.•

Kee

ping

on

top

of w

hat c

hann

els

our a

udie

nce

is p

artic

ipat

ing

in.

9

SMPS

Bos

ton

2015

-201

6 St

rate

gic

Plan

Mem

bers

hip

Com

mitt

ee A

ctio

n Pl

anC

omm

ittee

Mem

bers

: 10

Dire

ctor

: Kim

DiG

iova

nni (

Rep

lace

d S

arah

Hot

chki

ss -

Fulfi

lling

2nd

Yea

r of T

erm

)C

hair:

Chr

istin

a M

aglio

Purp

ose

The

Mem

bers

hip

Com

mitt

ee e

ncou

rage

s ch

apte

r enr

ollm

ent t

hrou

gh o

rgan

izin

g th

e m

embe

rshi

p dr

ive,

su

ppor

ting

SM

PS

recr

uitin

g ef

forts

, wel

com

ing

new

mem

bers

, and

aid

ing

with

mem

ber r

eten

tion.

The

C

omm

ittee

wor

ks to

adv

ance

the

chap

ter g

oal o

f stre

ngth

enin

g m

embe

rshi

p.

2015

-201

6 C

omm

ittee

Goa

ls1.

G

row

and

reta

in m

embe

rshi

p in

the

chap

ter,

as o

utlin

ed in

the

chap

ter g

oal

2.

Pla

n/ho

st 6

suc

cess

ful e

vent

s (s

ee b

elow

)

3.

Kic

k-of

f Men

tor P

rogr

am

4.

Mai

ntai

n A

mba

ssad

or P

rogr

am

5.

Hos

t new

mem

ber o

rient

atio

ns b

i-ann

ually

6.

Run

a s

ucce

ssfu

l mem

bers

hip

driv

e

7.

Sen

d an

nual

mem

bers

hip

surv

ey

2015

-201

6 Ev

ents

•

Sep

tem

ber 2

015

- Bac

k to

Bus

ines

s E

vent

• N

ovem

ber 1

7-19

, 201

5 - A

BX

201

5•

Dec

embe

r 201

5 - N

ew M

embe

r Orie

ntat

ion

• M

ay 2

016

- New

Mem

ber E

vent

•

June

201

6 - N

ew M

embe

r Orie

ntat

ion

• Ju

ly 2

016

- Sum

mer

Soc

ial

Cha

lleng

es

1.

Rec

ruiti

ng a

mba

ssad

ors

and

men

tors

to p

artic

ipat

e in

pro

gram

s

2.

Man

agin

g th

e da

taba

se fo

r the

cha

pter

Ong

oing

Initi

ativ

es•

Men

torin

g P

rogr

am•

Am

bass

ador

Pro

gram

• M

embe

r Ret

entio

n•

Mem

ber B

log

Pos

t on

SM

PS

web

site

•

Mem

bers

hip

Driv

e


10Prog

ram

s C

omm

ittee

Act

ion

Plan

Com

mitt

ee M

embe

rs: 1

1D

irect

or: C

hris

tina

Opp

er (V

acan

t sea

t - F

ulfil

ling

2nd

Year

of B

OD

Ter

m)

Cha

ir: M

iche

lle B

lair

Purp

ose

The

Pro

gram

s C

omm

ittee

org

aniz

es in

dust

ry-s

peci

fic s

peci

al in

tere

st p

rogr

ams

and

even

ts in

volv

ing

prom

inen

t in

dust

ry le

ader

s, p

ublic

offi

cial

s, m

edia

figu

res,

and

pro

gram

s su

rrou

ndin

g po

tent

ial p

roje

ct o

ppor

tuni

ties.

The

C

omm

ittee

wor

ks to

adv

ance

the

chap

ter g

oal o

f pro

vidi

ng e

duca

tion.

2015

-201

6 C

omm

ittee

Goa

ls1.

H

ost s

ix p

rogr

ams

over

the

next

yea

r

2.

Rec

ruit

a m

oder

ator

/spo

nsor

for e

ach

even

t

3.

Con

tinue

to re

build

com

mitt

ee v

ia v

olun

teer

recr

uitm

ent

4.

Dev

elop

pro

cess

es a

nd a

ppro

ache

s to

allo

w c

omm

ittee

to s

ucce

ed in

futu

re

2015

-201

6 Ev

ents

• S

epte

mbe

r 16,

201

5: E

cono

mic

For

ecas

t•

Wee

k of

Oct

ober

28:

Clim

ate

Cha

nge

& In

frast

ruct

ure

• Ja

nuar

y 20

16: H

ighe

r Edu

catio

n•

Mar

ch 2

016:

BD

Liv

e!•

May

201

6: H

ealth

care

• Ju

ly 2

016:

Pro

ject

Tou

r

Cha

lleng

es1.

R

ebui

ldin

g re

puta

tion

in th

is m

arke

t may

take

tim

e.

2.

Con

nect

ing

with

thou

ght l

eade

rs to

ass

ist i

n pr

ovid

ing

insi

ght i

nto

hot b

utto

n to

pics

for t

he p

rogr

am y

ear.

3.

Con

nect

ing

with

sen

ior m

embe

rs to

ass

ist i

n pr

ovid

ing

conn

ectio

ns w

ith p

oten

tial s

peak

ers.

11

SMPS

Bos

ton

2015

-201

6 St

rate

gic

Plan

Spec

ial E

vent

s C

omm

ittee

Act

ion

Plan

Com

mitt

ee M

embe

rs: 9

Dire

ctor

: And

rea

Lalin

de (1

st Y

ear o

f Ter

m)

Cha

ir: J

enni

fer M

eus

Tulip

ani

Purp

ose

The

Spe

cial

Eve

nts

Com

mitt

ee is

the

cele

brat

ion

cent

er o

f the

Cha

pter

, org

aniz

ing

the

win

ter H

olid

ay P

arty

an

d th

e an

nual

Aw

ards

Gal

a re

cogn

izin

g th

e ac

hiev

emen

ts o

f Mar

ketin

g P

rofe

ssio

nals

of t

he Y

ear,

New

M

embe

rs o

f the

Yea

r, an

d w

inne

rs in

var

ious

com

mun

icat

ions

cat

egor

ies

incl

udin

g br

and

iden

tity,

hol

iday

pi

ece,

spe

cial

eve

nt m

arke

ting,

inte

grat

ed m

arke

ting,

dig

ital m

edia

, and

web

site

. The

Com

mitt

ee w

orks

to

adva

nce

the

chap

ter g

oals

of r

aisi

ng a

war

enes

s an

d st

reng

then

ing

mem

bers

hip.

2015

-201

6 C

omm

ittee

Goa

ls1.

H

ost h

olid

ay p

arty

2.

Incr

ease

CFE

ent

ries

to 3

0

3.

Incr

ease

atte

ndan

ce to

180

4.

Dra

w a

war

enes

s of

the

awar

ds p

rogr

am th

roug

h a

com

mun

icat

ions

cam

paig

n th

at in

clud

es v

ideo

(“be

hind

-th

e-sc

enes

” at j

udgi

ng),

blog

pos

ts, a

nd/o

r a h

ow-to

gui

de fo

r cre

atin

g a

win

ning

ent

ry

5.

Incr

ease

ent

ries

for m

arke

ting

prof

essi

onal

(to

3) a

nd n

ew m

embe

r (to

4)

6.

Eva

luat

e w

heth

er e

mer

ging

mar

ketin

g pr

ofes

sion

al a

war

d ca

n m

ake

a co

meb

ack

2015

-201

6 Ev

ents

• Ja

nuar

y 20

16: H

olid

ay P

arty

• E

arly

May

201

6: J

udgi

ng

• Ju

ne 2

016:

Gal

a

Cha

lleng

es1.

A

ddin

g on

resp

onsi

bilit

y of

pla

nnin

g ho

liday

par

ty

2.

Find

ing

new

ven

ue th

at g

ives

the

“wow

” fac

tor w

ithou

t the

“ext

ra p

lann

ing”

fact

or

3.

Cre

atin

g a

dist

inct

ive

judg

ing

pane

l with

a m

ore

dive

rse

set o

f clie

nts

(not

just

hig

her-

ed)


12Out

reac

h C

omm

ittee

Act

ion

Plan

Com

mitt

ee M

embe

rs: 2

Dire

ctor

: Jes

sica

Dar

ling

(2nd

Yea

r of T

erm

)C

hair:

TB

D

Purp

ose

The

Out

reac

h C

omm

ittee

is w

orki

ng to

bui

ld a

war

enes

s of

pro

fess

iona

l ser

vice

s m

arke

ting

as a

car

eer p

ath

for s

tude

nts

and

emer

ging

pro

fess

iona

ls. T

hey

are

deve

lopi

ng n

ew re

latio

nshi

ps w

ith a

rea

colle

ges

and

univ

ersi

ties

to o

ffer n

ew o

ppor

tuni

ties

to o

ur m

embe

rs fo

r pro

fess

iona

l dev

elop

men

t and

recr

uitin

g pu

rpos

es.

The

Com

mitt

ee w

orks

to a

dvan

ce th

e ch

apte

r goa

ls o

f pro

vidi

ng e

duca

tion

and

rais

ing

awar

enes

s.

2015

-201

6 C

hapt

er G

oals

1.

Faci

litat

e at

leas

t 4 s

peak

ing

even

ts a

t col

lege

s

• H

old

2 in

fall,

2 in

spr

ing

2.

Cre

ate

mar

ketin

g co

llate

ral a

bout

SM

PS

& p

rofe

ssio

nal s

ervi

ces

mar

ketin

g fo

r uni

vers

ity s

tude

nts

• P

rom

ote

stud

ent m

embe

r rat

es fo

r edu

catio

n pr

ogra

mm

ing

3.

Coo

rdin

ate

with

par

tner

non

-pro

fit S

trong

Wom

en, S

trong

Girl

s, to

pro

vide

spe

aker

s at

col

lege

stu

dent

m

ento

ring

even

ts

4.

Res

earc

h ho

stin

g S

MP

S B

osto

n ca

reer

fair

in s

prin

g 20

16

• Fo

cus

on s

umm

er in

tern

ship

s an

d en

try-le

vel j

obs

5.

Long

-Ter

m G

oal:

Res

earc

h fe

asib

ility

of w

orki

ng w

ith A

/E/C

firm

s to

pro

vide

a m

arke

ting

train

ing

prog

ram

fo

r sta

ff. T

his

may

not

be

feas

ible

this

yea

r, bu

t rep

rese

nts

a gr

eat o

ppor

tuni

ty fo

r SM

PS

Bos

ton.

2015

-201

6 Ev

ents

• S

trong

Wom

en, S

trong

Girl

s ev

ents

• S

peak

ing

enga

gem

ents

at M

assA

rt, W

entw

orth

, Sim

mon

s, E

mer

son

Cha

lleng

es1.

S

tarti

ng a

com

mitt

ee fr

om s

crat

ch in

201

4-20

15 to

ok lo

nger

to fi

nd d

irect

ion

than

ant

icip

ated

. Get

ting

ener

gy th

is y

ear i

s cr

itica

l to

mov

e th

is c

omm

ittee

forw

ard.

2.

Rec

ruiti

ng v

olun

teer

s an

d en

gagi

ng th

em in

com

mitt

ee s

ucce

ss.

3.

Cre

atin

g a

succ

essi

on p

lan.

13

SMPS

Bos

ton

2015

-201

6 St

rate

gic

Plan

CPS

M C

omm

ittee

Act

ion

Plan

Com

mitt

ee M

embe

rs: 6

Dire

ctor

: Chu

ck R

aym

ond,

CP

SM

(2nd

Yea

r of T

erm

)C

hair:

Hila

ry N

ieuk

irk, C

PS

M

Purp

ose

The

CP

SM

Com

mitt

ee is

ded

icat

ed to

stre

ngth

enin

g th

e C

hapt

er’s

mem

bers

hip

by re

cogn

izin

g ou

r mor

e ex

perie

nced

and

kno

wle

dgea

ble

mem

bers

. In

the

shor

t ter

m, t

he C

PS

M C

omm

ittee

is w

orki

ng to

incr

ease

aw

aren

ess

of th

e va

lue

that

CP

SM

cer

tifica

tion

can

have

on

the

indi

vidu

al’s

car

eer i

n pr

ofes

sion

al s

ervi

ces

mar

ketin

g an

d to

thei

r em

ploy

ers.

In th

e lo

ng te

rm, t

he C

PS

M C

omm

ittee

’s g

oal i

s to

con

tinua

lly in

crea

se th

e nu

mbe

r and

sta

ture

of C

PS

Ms

in th

e C

hapt

er.

2015

-201

6 C

omm

ittee

Goa

ls1.

C

ontin

ue to

incr

ease

the

num

ber o

f CP

SM

s in

the

Bos

ton

Cha

pter

by

help

ing

5 ne

w c

andi

date

s ta

ke th

e te

st

2.

Incr

ease

vis

ibili

ty o

f the

CP

SM

pro

gram

, and

per

form

out

reac

h ab

out v

alue

, to

mem

bers

and

thei

r em

ploy

ers

• W

rite

thre

e bl

og p

osts

in fa

ll to

pro

mot

e aw

aren

ess

of th

e C

PS

M p

rogr

am a

nd a

ssoc

iate

d st

udy

grou

p

• C

reat

e ta

ilore

d di

rect

mai

l cam

paig

n to

targ

et S

MP

S m

embe

rs w

ith 3

-15

year

s of

exp

erie

nce

3.

Enc

oura

ge s

ever

al m

embe

rs o

f the

boa

rd to

bec

ome

certi

fied,

as

the

boar

d sh

ould

lead

by

exam

ple

4.

Incr

ease

vis

ibili

ty o

f the

Fel

low

s pr

ogra

m to

mem

bers

, as

the

CP

SM

is th

e on

ly p

ath

to b

ecom

ing

a Fe

llow

2015

-201

6 Ev

ents

• Tw

o C

PS

M-o

nly

mee

t-ups

: one

in fa

ll, o

ne in

spr

ing

• S

tudy

Gro

up: 8

mee

tings

beg

inni

ng in

Oct

ober

Cha

lleng

es1.

C

entra

lized

, rel

evan

t, an

d re

liabl

e st

udy

mat

eria

ls

2.

Pot

entia

l can

dida

tes’

bus

y sc

hedu

les

3.

Som

etim

es d

ifficu

lt to

just

ify th

e va

lue

of th

e C

PS

M p

rogr

am to

ver

y bu

sy p

eopl

e, p

artic

ular

ly to

mor

e ex

perie

nced

mem

bers

4.

The

time

it ta

kes

to s

tudy

and

pre

pare

for t

he e

xam

5.

Mak

ing

sure

that

the

peop

le w

ho in

dica

te a

n in

tere

st a

nd b

egin

the

proc

ess

actu

ally

see

it th

roug

h (u

sual

ly

get a

bout

a 5

0% d

rop-

off)


Chapter Manual Table of Contents

C

hapt

er M

anua

l Tab

le o

f Con

tent

s

1.Su

mm

ary:

Pur

pose

and

Use

of t

his D

ocum

ent

2.Ba

ckgr

ound

a.

Chap

ter h

istor

y b.

Miss

ion,

Visi

on &

Val

ues

c.Go

vern

ance

, rol

es a

nd re

spon

sibili

ties o

f BO

D m

embe

rs

d.O

rg C

hart

e.

Curr

ent a

nd p

ast f

iscal

snap

shot

3.

Exec

utiv

e Co

mm

ittee

a.

Com

mitt

ee g

oals,

func

tions

, rol

es, a

nd re

spon

sibili

ties

b.St

ruct

ure

c.Pr

oces

ses

d.Fo

rms &

Che

cklis

ts

e.Ac

coun

t Inf

orm

atio

n f.

Oth

er D

ocum

ents

4.

Educ

atio

n Co

mm

ittee

a.

Com

mitt

ee g

oals,

func

tions

, rol

es, a

nd re

spon

sibili

ties

b.St

ruct

ure

c.Pr

oces

ses

d.Fo

rms &

Che

cklis

ts

e.Ac

coun

t Inf

orm

atio

n f.

Oth

er D

ocum

ents

5.

Com

mun

icat

ions

Com

mitt

ee

a.Co

mm

ittee

goa

ls, fu

nctio

ns, r

oles

, and

resp

onsib

ilitie

s b.

Stru

ctur

e c.

Proc

esse

s d.

Form

s & C

heck

lists

e.

Acco

unt I

nfor

mat

ion

f.O

ther

Doc

umen

ts

6.M

embe

rshi

p Co

mm

ittee

a.

Com

mitt

ee g

oals,

func

tions

, rol

es, a

nd re

spon

sibili

ties

b.St

ruct

ure

c.Pr

oces

ses

d.Fo

rms &

Che

cklis

ts

e.Ac

coun

t Inf

orm

atio

n f.

Oth

er D

ocum

ents

Chap

ter M

anua

l Tab

le o

f Con

tent

s – c

ontin

ued

7.Pr

ogra

ms C

omm

ittee

a.

Com

mitt

ee g

oals,

func

tions

, rol

es, a

nd re

spon

sibili

ties

b.St

ruct

ure

c.Pr

oces

ses

d.Fo

rms &

Che

cklis

ts

e.Ac

coun

t Inf

orm

atio

n f.

Oth

er D

ocum

ents

8.

Spec

ial E

vent

s Com

mitt

ee

a.Co

mm

ittee

goa

ls, fu

nctio

ns, r

oles

, and

resp

onsib

ilitie

s b.

Stru

ctur

e c.

Proc

esse

s d.

Form

s & C

heck

lists

e.

Acco

unt I

nfor

mat

ion

f.O

ther

Doc

umen

ts

9.O

utre

ach

Com

mitt

ee

a.Co

mm

ittee

goa

ls, fu

nctio

ns, r

oles

, and

resp

onsib

ilitie

s b.

Stru

ctur

e c.

Proc

esse

s d.

Form

s & C

heck

lists

e.

Acco

unt I

nfor

mat

ion

f.O

ther

Doc

umen

ts

10.C

PSM

Com

mitt

ee

a.Co

mm

ittee

goa

ls, fu

nctio

ns, r

oles

, and

resp

onsib

ilitie

s b.

Stru

ctur

e c.

Proc

esse

s d.

Form

s & C

heck

lists

e.

Acco

unt I

nfor

mat

ion

f.O

ther

Doc

umen

ts

11.A

ppen

dice

s a.

Mos

t rec

ent s

trat

egic

pla

n b.

Mos

t rec

ent S

FE a

war

d su

bmitt

al

c.Ta

x in

form

atio

n d.

Bank

info

rmat

ion

e.Co

rpor

ate

regi

stra

tions

/ in

corp

orat

ion

docu

men

ts

f.In

sura

nce

info

rmat

ion


Summer Planning Sessions

We hosted three summer planning sessions leading up to the 2015-2016 program year: one full-day off-site in June during which we received leadership, agile management, and team building training; an afternoon brainstorming session with the Past Presidents, and an overnight retreat focused on diving deep into calendar planning and team building.


Awards Gala

The annual Awards Gala is our premier event, where we celebrate the best of AEC marketing, recognize individuals for excellence, and network with ~200 people.


ArchitectureBoston Expo (ABX)

The ArchitectureBoston Expo, organized by the local AIA chapter, the Boston Society of Architects, draws over 15,000 attendees who work in the built environment in New England. We recruit members at a booth and via a reception, and position SMPS Boston as an expert in marketing education by hosting multiple education sessions.


Community Connect

Community Connect is a day of service SMPS Boston coordinates with seven other industry organizations: NAIOP MA, AAREP NE, BSA, CoreNet Global NE, CREW Boston, SWEP, and ULI.

Executive Insights

Executive Insights is a program we developed in partnership with the Legal Marketing Association of New England and the Association of Proposal Management Professionals. Our panel discusses best practices for professional services marketing across disciplines.


Engage Rebate

Now is the time to join!

As a thank you for attending our program, and for a limited time only, you can receive a special benefit:

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This offer is for new members only and is non-transferable. Subject to the terms and instructions on the back.

Date:

Distributed at:

This rebate program ends on May 31, 2016. The new member must join by May 31, 2016 to be eligible for the rebate.

New members must join through SMPS National (www.smps.org). To claim this rebate, once the new member has joined and paid their dues in full, they should email [email protected] with the subject line Engage Rebate; the email should include their new member number (issued by SMPS National). SMPS Boston will issue the new member one check for $200; the check will be sent to the address listed on the new member’s SMPS record and will be made payable to the member unless member directs otherwise.

Were you referred by an existing SMPS member? Let us know their name in the e-mail as well and they will be entered into a raffle to win a prize!

To qualify for this offer, new members must not have had an active membership after May 31, 2015. If the new member has been an SMPS member in the past, and SMPS National waives the origination fee, this rebate is reduced to $150. This rebate is not automatic: the new member must request the rebate within 30 days of joining SMPS.

appendix: membership


New Member Orientation

// SMPS Boston Membership

WELCOME!New Member Orientation

December 3, 2015

// SMPS Boston Membership

• Special member-only events• Book Club• Fireside Chats• Mentor Program

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• Online communities and discussions• Online library and marketing resource center

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What We Offer for Members Only


Mentoring Program

2016

SM

PS B

OST

ON

M

ENTO

R PR

OG

RAM

You’

re in

vite

d to

par

ticip

ate

in th

e SM

PS B

osto

n M

ento

r Pro

gram

. The

prog

ram

is a

mem

ber o

nly

bene

fit a

nd is

an

embo

dim

ent o

f the

com

mitm

ent o

f the

Bos

ton

Cha

pter

of S

MPS

to a

ssist

A/E

/C m

arke

ters

in th

eir p

erso

nal g

row

th a

nd

prof

essio

nal d

evel

opm

ent.

Belo

w i

s a d

escr

iptio

n of

the

prog

ram

; how

eve

ryon

e ca

n ge

t inv

olve

d an

d w

hat y

ou c

an e

xpec

t to

gain

by

part

icip

atin

g as

a m

ento

r/m

ente

e.

EliG

iBil

iTy

Men

tees

: Mar

ketin

g pr

ofes

siona

ls w

ho a

re c

urre

ntly

in p

ositi

ons a

t firm

s in

the

A/E

/C in

dust

ry a

nd h

ave

a m

inim

um

of o

ne y

ear p

rofe

ssio

nal e

xper

ienc

e ar

e el

igib

le to

be

men

tees

. M

ento

rs: M

ento

rs m

ust b

e se

nior

-leve

l mar

ketin

g or

bus

ines

s dev

elop

men

t pro

fess

iona

ls w

ith a

min

imum

of 5

-7 y

ears

of

expe

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Que

stio

ns a

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Bos

ton

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Kim

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digi

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ngin

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.com

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y ph

one:

857

.221

.596

4.http://sm

psbo

ston

.org

P.O

. Box

550

71 #

6899

4Bo

ston

, MA

022

05-5

071


Website

appendix: communications

We invite you to visit us at

www.smpsboston.org

to experience our new integrated website.

Video

To date, the video series we launched this year includes two features: one touting the benefits of CPSM certification, which we launched during CPSM Week, and one on the Value of Membership, which we launched at the end of April during our membership drive. We anticipate rolling out one more over the summer, focused on why engaging in the chapter is so valuable.

Visit us on YouTube to view the videos – just search SMPS Boston.


Social Media

Twitter: @smpsbos

Instagram: @smpsbos

LinkedIn: www.linkedin.com/company/smps-boston

Facebook: www.facebook.com/SMPSBos


Friday eFlyer


Member Survey

1

SMPS Boston Chapter Survey 2016

1. How many years have you been a member?o Less than a yearo 1-3 yearso 3-5 yearso 5-10 yearso 10+ years

2. How well does SMPS Boston fulfill its mission to enrich knowledge of those working in the AEC industry?Poor Fair Good Excellent

3. How well does SMPS Boston fulfill its mission to be the primary resource for connecting leaders in theAEC industry?

Poor Fair Good Excellent

4. How well does SMPS Boston fulfill its mission to advance practices that build business for professionalservice firms in the AEC industry?

Poor Fair Good Excellent

5. What provides the most value to you? Please rank the following in order of importance to you. (1 mostimportant to 3 least important)o Attending education events focused on building marketing or business development skillso Connecting with other professionals in the AEC industryo Hearing from client panels about upcoming opportunities

6. If you are a member, what would increase the value of your SMPS membership? Or what could beimproved in the Boston Chapter of SMPS?

7. If you currently attend events as a non-member, is there a reason you have not yet joined SMPSBoston?

8. How many SMPS Boston events have you attended in the past 12 months?o 0o 1-3o 4-6o 7-10o 11+

9. What keeps you from attending more SMPS functions? (check all that apply)o Too busyo The topics did not interest meo The topics were not related to my job or my firmo Cost

o Time of evento Location of evento Weathero Other:

10. Which breakfast program/distinguished speaker topics interest you the most? (select all that apply)o Healthcare/Wellness o Higher Educationo K-12o Parks and Open Space o Institutions/Arts o Residential o Commercial/Hospitality

o Public Sector Work o Urban Planningo International Opportunities o Corporateo Mixed-Use o Transportation/Infrastructure o Other (please specify)

11. Are there other specific programs or topics that you would like to see next year?

12. Which type of education programming is more appealing to you?o Smaller programs with interactive activities o Larger classroom-style programs

13. What time of day would be ideal for you to attend an event?o Morningo Afternoono Evening

2

SMPS Boston Chapter Survey 2016

14. Overall, how useful are the SMPS Boston Chapter’s channels of communications?

Very Useful Useful Neutral Not EffectiveWebsiteFriday eFlyerBlogFacebookLinkedInTwitterInstagram

15. Has your firm sponsored an SMPS Boston event in the past two years?o Yeso No

If not, why?

16. If your firm has been a sponsor, what do you perceive the benefits are to sponsoring SMPS Bostonactivities? (check all that apply)o Exposure in targeted marketplaceo Exposure with industry partnerso Corporate citizenshipo Investment in professionaldevelopment

o Support of local charitieso Support for employees involved inSMPSo Connection / exposure to presentero Other:

17. Are you considering becoming a Certified Professional Services Marketer (CPSM)?o Yeso No

If yes, would you like somebody to contact you about it?

18. How effectively does SMPS Boston present opportunities to become a Certified Professional ServicesMarketer (CPSM)?o Excellento Goodo Fairo Poor

19. Job title:o Marketing Assistanto Marketing Coordinatoro Senior Marketing Coordinatoro Marketing Manager

o Director of Marketingo Principalo Chief Marketing Officero Other:

20. What type of professional services firm do you work for?o Architectureo Engineeringo Constructiono Planning

o Interior Designo Public Relationso Photographyo Other:

21. Number of marketing professionals in your firm? (locally not nationally)o 1o 2-4o 5-7o 8-10o 11+

22. Number of years of full time employment in a marketing or BD role for an AEC firm?o 0-2o 2-5o 6-10o 11+


Sponsorship Opportunities

2015-2016 Corporate Sponsorship Opportunities

Who We Are

The Society of Marketing Professional Services (SMPS) was created in 1973 as a forum for the leaders of architectural, engineering, construction, and related professional services firms to share knowledge, pool resources, and generate business opportunities. Over the years, SMPS has gained respect in the A/E/C Industry for advocating, educating, and connecting leaders throughout the building industry.

SMPS Boston provides business development, networking, and educational opportunities throughout the year that promote the professional development of members and non-members alike. We involve professionals and colleagues in the exchange of ideas about marketing and its role in the A/E/C community. Ultimately, our goal is to be considered the primary marketing resource for all people in the Boston area who work for firms serving the built environment.

Why Become a Sponsor

Sponsoring SMPS Boston provides you with:

• Access to over 275 members of one of the largest SMPS chapters in the country. Almost half of these members hold senior level positions with their firms.

• Increased visibility to more than 1700 supporters who have signed up for our weekly eFlyer mailing list, resulting in more than 88,000 impressions per year.

• Recognition at more than 35 planned events in 2015-2016, including 20 education/breakfast programs, at least 5 Mix@6 networking events, 5 member events, the SMPS Boston mixer at ABX, and the popular Holiday Party and Awards Gala.

• The opportunity to reach 350+ Facebook followers, 950+ LinkedIn followers, 1200+ Twitter followers, and 140+ blog subscribers... not to mention all the blog traffic from non-subscribers)!

• Tickets to attend our popular and well-attended events, providing you and your firm with networking and education opportunities.

• Flexibility in determining the best level of support for your firm.

Our sponsors receive prime exposure to many potential business partners and decision makers, and we are committed to helping you connect with the member firms that you want to meet. SMPS Boston members are often purchasers of services and products you provide, so don’t miss this chance to get your name in front of them.

See the full list of sponsor benefits and how to become a sponsor on the following pages.

To discuss sponsorship opportunities, please contact:Sarah Hotchkiss Vice President/President-Elect, SMPS Boston Marketing & Business Development Strategist, Commodore Builders 617-614-3500 x238 [email protected]

Thank you for your support!


• 1 FREE event ticket to 4 major SMPS Boston networking events in calendar year (Back to Business, Holiday Party, New Member Event, and Summer Social)

• Silver designation on sponsor signage at registration table of all SMPS Boston programs

• Company logo (with hyperlink to corporate web page) to be featured on website, and name (with hyperlink) to be featured in weekly eFlyer

• Logo on all event PowerPoint loops

• Verbal recognition at all Chapter events throughout the year

• Sponsor recognition nametag at all attended events

• Social Media promotion via LinkedIn, Twitter and/or Facebook (4 posts/shares/retweets), plus the opportunity to promote firm via educational blog post

Platinum Sponsor

Limited to 1 firm/year

$3,500 ($5,320 Value)

Gold Sponsor

Limited to 3 firms

$2,500 ($3,000 Value)

Silver Sponsor

Limited to 5 firms

$1,500 ($1,830 Value)

Bronze Sponsor

Limited to 10 firms

$750 ($1,020 Value)

Friends of SMPS

Unlimited

$300 ($520 Value)

In-Kind Sponsorships

*Excludes registrations to Marketing Boot Camp, ABX, and Northeast Regional Conference (aka UBER).

We welcome and appreciate in-kind support as another option. Appropriate recognition of in-kind sponsorships is provided depending on the event format, including verbal recognition, sponsor signage, sponsor recognition nametags, etc. Your in-kind contribution may assist with chapter operating expenses or any of the following:

• Membership event give-a-ways

• Raffle donations (for Community Development and Member events)

• Service donations (printing, mailing, graphics, event photography, etc.)

• Regional Conference printed materials or give-a-ways


• Bronze designation on sponsor signage at registration table of all SMPS Boston programs




• Social Media promotion via LinkedIn, Twitter and/or Facebook (4 posts/shares/retweets)

• One-year membership to SMPS (new or renewal) for 1 company representative

• 1 FREE event ticket to all SMPS Boston events in calendar year *

• Space on registration table for displaying brochure materials at all SMPS Boston programs

• Platinum designation on sponsor signage at registration table of all SMPS Boston programs

• Top-position logo (with hyperlink to corporate web page) to be featured on website and weekly eFlyer

• Top-position logo on all event PowerPoint loops



• Sponsor Spotlight Email, sent to entire SMPS Boston mailing list (content and date to be agreed upon by Sponsor Firm and SMPS Boston)

• Social Media promotion via LinkedIn, Twitter and/or Facebook (12 posts/shares/retweets), plus the opportunity to promote firm via an educational blog post

• Free postings to the SMPS Boston Job Bank

• 1 FREE event ticket to 8 SMPS Boston Education or Breakfast Program events in calendar year*

• 1 FREE event ticket to 4 major SMPS Boston networking events in calendar year (Back to Business, Holiday Party, New Member Event, and Summer Social)

• Gold designation on sponsor signage at registration table of all SMPS Boston programs

• Space on registration table for displaying brochure materials at all SMPS Boston programs

• Logo (with hyperlink to corporate web page) to be featured on website and weekly eFlyer




• Social Media promotion via LinkedIn, Twitter and/or Facebook (8 posts/shares/retweets), plus the opportunity to promote firm via educatoinal blog post


Sponsorship BenefitsFriends

$300(Value = $520)

Bronze$750

(Value = $1,020)

Silver$1,500

(Value = $1,830)

Gold$2,500

(Value = $3,000)

Platinum$3,500

(Value = $5,320)

Name/Link in weekly eFlyer and on website~$520 Value

√ √ √ √Plus Logo!

√Plus Logo!

Logo on event signage & sponsor nametag~$400 Value

√ √ √ √

Verbal recognition at events~$500 Value √ √ √

Social Media Promotion~$25 Value per share/post

4x year4x per year

Plus blog post8x per year

Plus blog post12x per year

Plus blog post

Member Event Tickets$285 Value √ √ √

Education/Breakfast Event Tickets $95 Value per Event

8 Events($570 Value)

ALL Events (Estimated at 16)

($1,520)

Award Ticket $200 Value √

Promotional Event Materials~$500 Value √ √

Sponsor Spotlight Email~$425 Value √

Job Bank Postings$300 value per post √

Membership (New/Renewal)$345 Value √

Although payments and contributions to SMPS Boston are not tax deductible as charitable contributions for federal income tax purposes, they may be deductible as ordinary and necessary business expenses under other provisions of the Internal Revenue Code.

Contact Information Required for Sponsorship

Company Name:

Contact Name and Email:

Mailing Address:

Ready To Become an SMPS Boston Corporate Sponsor?

This is a first-come, first-served opportunity. Please email Sarah Hotchkiss, Vice President/President-Elect at [email protected] to let her know which level you would like to sponsor. We will follow up to provide you with payment instructions.

Platinum Sponsor $3,500

Gold Sponsor $2,500

Silver Sponsor $1,500

Bronze Sponsor $750

Friends of SMPS $300

In-Kind Sponsor (Please indicate type of support)

All values preceded by “~” are estimated.

2015-2016 Event Sponsorship Opportunities

SMPS Boston hosts a range of educational programs each year, ranging from intimate roundtable discussions to large seminars and workshops.

Seminars and Workshops

• One free registration

• Company logo (with hyperlink) on the program announcement on the SMPS Boston website

• Company logo included in PowerPoint presentation loop at the program

• Opportunity to present firm materials at tables the day of the program

• Recognition from the podium during the program

Roundtable Discussions - Only available at select programs; Limited to one firm


• Company logo on the program announcement on the SMPS Boston website

• Recognition from the moderator during the program

Client Programs

Event Sponsor

$350

Moderator Sponsor

$850

To sponsor a Client Program, contact Programs Director Christina Opper at [email protected].

Education Programs

Seminars and Workshops

$300

Roundtable Discussions

$100

To sponsor an Education Program, contact Education Director Pia Cardinali, CPSM, at [email protected].

Mix @ 6 Networking Events

$250 per event

To sponsor Mix @6, contact Education Director Pia Cardinali, CPSM, at [email protected].

Membership Events

$250 per event

To sponsor a membership event, contact Membership Director Kim DiGiovanni at [email protected].

Two of SMPS Boston’s membership networking events have sponsorship opportunities available: Back to Business and the New Member Event. Each includes:


• Company logo (with hyperlink) on the event announcement on the SMPS Boston website

• Opportunity to present firm materials at the event

• Recognition at the event

Each membership event also accepts raffle item donations. Donors are recognized at the event.

SMPS Boston hosts a series of networking events, free for members and supporters, that provide marketing and BD professionals with a relaxed atmosphere to build new relationships and strengthen existing ones. Sponsorship benefits include:

• Company logo (with hyperlink) on the event announcement on the SMPS Boston website

• Opportunity to present firm materials at the event

• Recognition at the event

• Event attendance for the sponsor firm and your clients

In addition to the Corporate Sponsorship Opportunities that allow your firm to be recognized year-round, SMPS Boston provides a number of opportunities to sponsor individual events.

SMPS Boston’s client programs include distinguished speakers and client panels discussing the latest industry topics. Sponsoring these programs gives your firm the opportunity to be recognized as an expert in the topic at hand.

Event Sponsor - Limited to one firm per industry sector (architects, engineers, construction, etc.)

• One free registration and seat at the head table

• Company logo (with hyperlink) on the program announcement on the SMPS Boston website

• Company logo included in PowerPoint presentation loop at the program

• Opportunity to present firm materials at tables the day of the program

• Recognition from the podium during the program

Moderator Sponsor - Only available at select programs; Limited to one firm

• All benefits included at the event sponsor level

• Opportunity to moderate the panel

• An additional free registration and seat at a head table (totaling 2 registrations and seats)

Holiday Party and Awards Gala

Various levels available

To sponsor the Holiday Party or Awards Gala, contact Special Events Director Andrea Lalinde at [email protected].

Each year, SMPS Boston hosts two annual events that continually draw hundreds of people to celebrate the A/E/C community: the Holiday Party and the Awards Gala. Each event has a range of sponsorship opportunities, fitting any budget level.

appendix: f inancial health


SCHOLARSHIP & COMMUNITY GIVING POLICYUpdated March 17, 2016 - Page 2

Conference Scholarships for President & President-ElectIn order to support the President-Elect and President in meeting their obligations to attend regional and national events, SMPS Boston provides scholarships to offset costs in the following manner:

Conference Board Role Maximum Expense Notes

National/UBER Conference President $2000

Expected to attend both, will cover registration costs at early bird rate (2015 costs: $1,090 for Build Business; ~$800 UBER)

National/UBER Conference President Elect $2000

Expected to attend at least one;will cover registration cost at early bird rate for one or both conferences (2015 costs: $1,090 for Build Business; ~$800 UBER)

President Leadership Symposium President Elect $1000Expected to attend; covers travel costs up to this limit, subtracting the $400 covered by SMPS HQ

Community GivingCurrently, the Board of Directors is charged with choosing the Chapter's charitable beneficiaries and planning fundraising events to help the community. Current Recipients include:

- Big Brothers/Big Sisters of MA: SMPS Boston hosts a clothing drive at the January holiday party. Event attendees who bring items to donate are given an extra raffle ticket. Typically, BB/BS attends the event and takes the donations.

- Toys for Tots: SMPS Boston hosts a drive if we have a December Breakfast Program and asksattendees to bring unwrapped toys. A board member or committee member will volunteer to drop off the donations after the event.

The Chapter has begun looking into the idea of hosting a volunteer day for chapter members. A volunteer from the Board will begin looking into this and look to launch this for Fall 2016.

In addition, the Executive Committee coordinates two opportunities:- NAIOP heads up Community Connect 2014: A Day of Service with Boston's CRE Industry, with

AAREP New England, BSA, CoreNet Global New England, NAIOP Massachusetts, NEWiRE, SMPS Boston, and ULI Boston teaming together for a day of service. This typically occurs in April. Avolunteer from the Board – Sarah McGillicuddy for 2015 – will reach out in January/February to find out the status.

- When the Chapter’s finances support it, the Executive Committee will choose a recipient for up to $5,000 per year to local charities, with the value determined by the Chapter’s financial situation. Unless a specific opportunity arises, the recipient(s) will be chosen in June of each year, with the donation to be made before the end of the program year. Board members will be asked to provide potential recipient(s), with the final decision to be made by the sitting President. Past recipients have included:

o Rebuilding Together Boston (http://www.rebuildingtogetherboston.org/), whichrenovates houses of people unable to pay for essential home repairs and much-needed updates

o Renovate for Recovery (http://www.architects.org/committees/renovate-recovery), avolunteer network of architects, engineers, and constructors that modify homes ofBoston Marathon bomb survivors to make them more accessible.

o Strong Women, Strong Girls (http://swsg.org/), which develops mentoring relationships between college women and pre-adolescent girls.

Scholarship & Community Giving Policy

SCHOLARSHIP & COMMUNITY GIVING POLICYUpdated March 17, 2016

Program ScholarshipsSMPS Boston offers the following scholarship opportunities. Each opportunity, unless otherwise noted, is only available to SMPS Boston Members. If the appropriate committee desires, they may elect to extend the scholarship to SMPS Members who are involved in other chapters.

- CPSM Scholarship: The CPSM Committee accepts scholarship applications to cover the cost of the CPSM application and exam fees, a $500 value. The Chapter will cover at least two scholarships per year, with additional scholarships available based on need and the Chapter’s finances. For 2014-2015, the Chapter has budgeted to cover up to five scholarships (a total $3,500 value). The Committee also budgets $300 to cover the costs of study materials for one prospective new CPSM per year. Recipients will be asked to write a blog post about studying for the exam, the value of the certification, or some related CPSM topic.

- Marketing Boot Camp Scholarship: The Education Committee accepts applications for full or partial scholarship to attend the Marketing Boot Camp, a $300 value. The Chapter will cover at least one scholarship per year, with additional scholarships available based on need and the Chapter’s finances. Recipients will be asked to write a blog post about the experience.

- SMPS Northeast Regional Conference (UBER) Scholarship: The Executive Committee will accept applications to cover the cost of the Northeast Regional Conference (UBER), a ~$800value. The scholarship will cover the cost of the conference, but not hotel or travel costs. The Chapter will cover up to two scholarships per year, depending on the strength of applications and the Chapter’s finances. Applications will be due in January; recipient(s) will be notified in February. Because the SMPS National Conference (Build Business) will be hosted in Philadelphia in 2016, there will be no UBER conference in 2016; as a result, we will launch this scholarship during the 2016-2017 program year. Recipients will be asked to write a blog post about the experience.

- SMPS U Scholarship: The Executive Committee will accept applications to cover the cost of SMPS U, a $3,500 value. The scholarship will cover the cost of the program, but not hotel or travel costs. The Chapter will cover up to one scholarship per year, depending on the strength of applications and the Chapter’s finances. Applications will be due in May, with the recipient being announced at the SMPS Boston Awards gala in June. Recipients will be asked to write two blog posts about the experience, one after the first session, and one after the second session. SMPS Boston will launch this for the 2015-2016 Program Year; Anna Luciano will prepare the application and process for BOD review.

- Student Event Discounts: SMPS Boston has implemented a discounted price for students to attend education programs: $15 for members and $25 for non-members (a 75% discount).

Award-based ScholarshipsSMPS Boston offers the following scholarship opportunities to award recipients.

- New Member and Volunteer of the Year: Award recipients, who will be recognized at the SMPS Boston Awards Gala in June, will receive a scholarship to the Northeast Regional Conference (UBER) for the following calendar year, a ~$500 value. The scholarship will cover the cost of the conference, but not hotel or travel costs. Recipients will be asked to write a blog post about the experience. When the SMPS National Conference (Build Business) is hosted in the region, and there is no UBER Conference, this scholarship will be replaced withregistration to 5 SMPS Boston education events, or similar value.

- Marketing Professional of the Year: Award recipients, who will be recognized at the SMPS Boston Awards Gala, will receive a scholarship to the SMPS National Conference (Build Business) for the same calendar year OR the following calendar year (at the award recipient’s option), a $1,090 (for members) value. The scholarship will cover the cost of the conference, but not hotel or travel costs. Recipients will be asked to write a blog post about the experience.

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