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UW AMERICAN MARKETING ASSOCIATION

VP Handbook & Summer Retreat August 14-16, 2015

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Dear Team, I want to start out by saying THANK YOU. Thank you for believing in the mission and potential of AMA. Thank you for volunteering your time and energy to be a part of this incredible team. Thank you for your drive to be a leader in the best club in Foster (not biased at all). And WELCOME to the 2015-2016 UW AMA Leadership Team! It’s going to be an AMAzing year J I joined the UW AMA my very first week of my freshman year at UW. Right from the start, I soaked it all in. The weekly meetings, the speakers, the polished Leadership Team, the Etiquette Dinner, and everything in between. I’ve loved every minute of my time in AMA, and I have truly grown both personally and professionally. I had no idea that just a few years later, I would end up being Co-Presidents with the one-and-only Chad Shapard. It’s truly an honor to work side-by-side with Chadillac, and each and every one of you. I am unbelievably excited for the year ahead. We have the unique opportunity to be the leaders of one of the largest clubs at one of the best universities in the nation. That’s pretty dang cool if you ask me. I live by the words “if you can dream it, you can do it.” This year, I encourage you to step outside your comfort zones and think outside the box. If we dream big and work together, we can accomplish anything we set our minds to. We have an incredible team, and I am confident that this will be the best year AMA has ever seen.

AUSTIN JOSEPH MILLER Dear Ballers, Words do not do justice for how excited I am to grow and work with each and every one of you. I want to thank Allie, Austin, Bernardo, Coral, Evyn, Kourtney, Madison, Mark, Natalie, Rachel, Teddy, Taylor, Victor and Yana for everything you are about to do. Cheesy, I know, but this journey we are about to embark on will be an incredible experience, and we will need all hands on deck! I want to reminisce on some memories from my two years with AMA. I’m aware that I sound like an 80-year-old man right now. I remember our first Etiquette Dinner, where I had no idea how to eat properly in front of employers and was embarrassed out of my mind. I remember meeting Lucas Mack, someone I look up to as a role model and mentor. I remember not knowing what a LinkedIn was or what my resume was supposed to look like. I remember the moment my name was called for AMA member of the year. I remember when Austin and I were chosen to be Co-Presidents. I get the privilege and honor of working next to my Best Friend AJ-Mills. How baller is that? AMA has done more than just professionally develop me. It has given me memories that will last a lifetime, even when I am actually an 80-year-old man in a rocking chair eating my Chick-Fil-A. This club started out as three people coming together with a common goal. Now UW AMA is the best and biggest club in the Foster School of Business. You are all now recognized leaders, not only within the Business school, but within the UW community. This comes with great responsibility as members will look up to you and strive to be you. I want to leave you with this: “if it is to be, it is up to me.” Each of you brings a diverse way of thinking to the table. Some of you have never stepped foot in an AMA meeting, and some of you have been with AMA for years. There is nothing that our talented group can’t accomplish. Let’s be the AMA group that they talk about for years. Let’s do more than the status quo and shatter expectations.

CHAD JAMES SHAPARD

PRESIDENTS’ WELCOME

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1986-2011

§ In existence, but not doing “much” past the extent of sporadic meetings and events with no set locations.

§ Had 3 members in the year 2011 2011-2012

§ First “re-energized” executive board came on to turn things around § Started weekly general member meetings § Started weekly executive board meetings § Built a membership base of 30+ members § Hosted our inaugural etiquette dinner and winter mixer § Changed executive board structure to a President, VP, VP of Membership (x2),

VP of Marketing, VP of Social Media, VP of Finance, VP of Operations & Events (x2)

§ Added Brand Ambassadors to assist the VP of Marketing § Membership dues were $35 § Sent 2 people to National AMA Conference – President & Advisor

2012-2013

§ Continued all previous operations, meeting schedules, and events § Built a membership base of 90+ members § Membership dues were $87 to cover National dues § Added a VP of National Relations role § Changed VP of Membership and VP of Operations & Events to 1 person positions

instead of previously being 2 § Added Project Managers to support the VP of Operations & Events § Hosted our case competition sponsored by Microsoft § Sent 4 people to National AMA Conference – President, VP of Operations &

Events, VP of National Relations, Advisor § Won 3 National Awards – Excellence in communications, professional

development, and chapter planning; Outstanding Marketing Week (1 of 3); Honorable mention for our website.

2013-2014 § Continued all previous operations, meeting schedules, and events § Built a membership base of 100+ members § Membership dues were $97 § Started Husky Creative – a student-run ad agency as a fundraising and elite

involvement opportunity for UW AMA members § Hosted our inaugural regional conference § Added Conference Committee to report to the VP of Operations

UW AMA HISTORY

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§ Changed the VP of Social Media to VP of Public Relations § Added the VP of Sponsorship & Alumni (typically ran by the VP of Operations) § Sent 6 people to the National AMA Conference – President, VP of Operations, VP

of Public Relations, VP of Sponsorship & Alumni, Director of Husky Creative, Advisor

§ Won 3 National Awards – Bronze Chapter Award placing us 15th out of 351 AMA chapters (excellence in all 6 categories); Outstanding Marketing Week award (1 of 3); Honorable Mention for our Website.

§ Drafted contract with Foster School of Business to receive 501(c)3 shelter for donations

§ Implemented a transition process to set the new team up for success § Integrated Podio for information management

2014-2015

§ Removed the VP of National Relations position. Chapter plan and annual report duties have been absorbed by the President and National case operations will be moving as a client project to HuskyCreative

§ Added the Webmaster position under the VP of Public Relations § Added the Regional Conference Chair position which has been separated from

the VP of Operations and will report directly to the President § $95 membership fee § WON Bronze Chapter of the year award at 2015 National Conference § Raised $5000 in corporate sponsorship § 71 paid members § Created a membership structure with levels (basic, purple, gold, elite) § First ever AMA recruitment video § Established new font options and AMA colors § 840 members total attended all events § 95% satisfaction rate § Won club partner of the year awarded by UW Foster School of Business § New UW AMA website design

2015-2016 (What we’ve done so far…)

§ Added back VP of National Relations position to assist with PSAMA, National AMA, and case competitions

§ Created VP of Student Development position to help members develop professionally and reach their career goals

§ Added Outreach Chair to help target non-business majors across campus § Added Photographer position under VP of Public Relations § Changed Leadership Team Meetings to Thursday nights § Reduced pricing to $89 ($37 UW AMA, $5 PSAMA, $47 AMA)

UW AMA HISTORY

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BOARD OF ADVISORS

Don Morgan President -

PSAMA

Clay Schwenn Asst. Dir. Of Student Development - Foster

Jordan Barr Former President - UW AMA Consultant - The Spur Group

Yen Phung Former President - UW AMA

Consultant - Hitachi

Marissa Freeman Former VP of PR - UW AMA Acct. Mgr. - Project Bionic

Lucas Mack Founder -

4th Avenue Media

Leta Beard Faculty Advisor -

UW AMA

Jason Richards Sr. Strategist - GreenRubino

Merlin Simpson Past President -

PSAMA

Anna Marie Tallariti Former President - UW AMA

Media Planner - Razorfish

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Leadership Team Communication Communication is key. We will be using the following online resources to keep in touch and stay up-to-date on what each position is working on.

§ E-Mail: Each member of the Leadership Team has their own E-Mail address through Gmail (see page 9). You can either have it forwarded to your personal email or keep it separate and check back regularly. However, please send all external emails regarding AMA using your “@uwama.com” email.

§ Podio: This will be our central hub for all things AMA. Here you will have your own workspace to stay organized, create apps, assign/complete tasks, etc. Podio is our friend!

§ Google Drive: This is the home for all of our files. Every position has its own folder, so please upload all of your AMA files here. You can access our Google Drive using your UWAMA email address.

§ Facebook Group / GroupMe: These are two easy ways to send a quick message to the whole team. Feel free to post in the Facebook Group or send a message in the GroupMe if you ever want to make an announcement or need help from the team.

Weekly Leadership Team Meetings (LTM’s) We will be meeting every week as a Leadership Team for 1 hour to discuss all-things-AMA, such as upcoming meetings and quarterly events. Here, you will have the opportunity to update the team on your position and request help from other VP’s. Meetings are tentatively set for Thursdays at 7 PM. Weekly AMA Meetings The AMA will host meetings every week throughout the quarter to keep our members engaged and further their professional development. We will have a variety of meeting types, including general speaker meetings, office visits, and workshops. We will not hold meetings during dead week, finals week, or during the same weeks as our quarterly events. Husky Creative Husky Creative is our very own Advertising Agency within the UW AMA. Started 2 years ago by Jordan Barr and Chris Morgan, Husky Creative is a resource available to our members to provide them with real-world marketing experience with actual clients. Husky Creative also helps fund some of our chapter’s operations.

WHAT YOU NEED TO KNOW

“Leadership is unlocking people’s potential to become better.” - Bill Bradley

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Etiquette Dinner (Autumn) Our big quarterly event for Fall Quarter is the Etiquette Dinner. At this event, we invite both students and professionals to suit up, enjoy a nice meal, network, and learn etiquette tips. Previously, we have stuck to dining and dressing etiquette, but we will be branching out this year to professionalism and other types of etiquette. The Etiquette Dinner is scheduled for November 16th in Anthony’s Forum. Regional Marketing Conference (Winter) Our big quarterly event for Winter Quarter is the Regional Marketing Conference. Held in late January or early February, this is typically our largest event of the year. We will invite other AMA chapters from across the West Coast for a full day of marketing. Activities include keynote speakers, breakout sessions, a networking/career fair, and possibly a case competition. PRISM Dinner (Spring) Our big quarterly event for Spring Quarter is the PRISM Dinner. This is our chance to honor our members, speakers, sponsors, and anyone else involved in making AMA possible. Historically, this has been held at the UW Tower and the DECA Hotel in late May. American Marketing Association International Collegiate Conference (AMAICC) If you didn’t already know, the UW AMA is part of a larger professional organization called the American Marketing Association (well duh). With over 350 collegiate chapter, we compete every year at the AMAICC in New Orleans. We have received the Bronze Chapter of the Year award the past 2 years, ranking us with the top 15 chapters in the nation. Our ranking is determined by two main components, the Chapter Plan and the Annual Report:

§ Chapter Plan: This is a huge document encompassing every last detail of our plan for the year. Each member of the Leadership Team will have 1-2 pages to talk about his/her position-specific goals and plans. Due in early October, we’ll get a jump-start on this toward the end of the summer. We’ll need everyone’s help to get this done!

§ Annual Report: This is our chance to reflect back on our Chapter Plan. The six criteria that we are judged on include: Professional Development, Finance, Chapter Planning, Community Service, Fundraising, and Membership. Each one of these is incredibly important to our national ranking. The Annual Report is 20+ pages and is due in Mid-February.

WHAT YOU NEED TO KNOW

“Think big and don't listen to people who tell you it can't be done. Life's too short to think small.” - Timothy Ferriss

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“Inspired people inspire people” - Lucas Mack. Below are some tips and tools to stay motivated and inspired throughout the year! 1. Learn Something New Every Day: Charlie “Tremendous” Jones teaches that the key to

becoming the person you dream of being is the books you read and the people you associate with. Constantly read books, newspapers, websites, etc. Watch Jeopardy or Play Trivia Crack. There’s no such thing as a useless fact. If it’s part of our world, it’s worth knowing. Embrace lifelong learning!

2. Stay Positive: There’s nothing more powerful for self-motivation than your attitude. You can’t choose or control your circumstance, but you CAN choose how you react to them.

3. Use Visual Motivators: An inspirational quote or poster can keep you focused and determined to achieve your goals. Likewise, a cartoon or joke can help keep you from taking things too seriously.

4. Surround Yourself With The Best People You Can Find: There are those friends in life who will support you and build you up and those who will always try to tear you down. Spend your time with the former.

5. Use Self-Talk: One of the most powerful influences on your attitude and personality is what you say to yourself. By controlling your inner dialogue, or your “self-talk,” you can assert control over every part of your life.

6. Be Healthy: What’s good for your body is also good for your brain. So take care of yourself! Eat healthy, work out, and get enough sleep. Our society is chronically sleep-deprived, which negatively affects our thought processes. So along with “beauty sleep,” go for the “smart sleep.”

7. Take A Break: You don’t have an endless supply of energy and drive. Now and again, you need to take some time to re-charge your emotional and spiritual batteries.

8. Track Your Progress: Keep a tally or a progress bar for ongoing projects. When you can physically see something growing, you will always want to nurture it.

9. Share With Others: Once you’re motivated yourself, start motivating others. Support and encourage people, be their cheerleader, give tidbits of advice and wisdom. Sharing with others will help you refine your toolkit and ultimately improve yourself.

10. JUST DO IT: As Shia LaBeouf once said, just do it. Figure out what you’re working toward, and wake up ready to pursue it each and every day. Whether you want to land your dream job or become the next AMA President (or both), never forget your end goals. Life is short - make every second count!

#GetInspired

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Name Position Personal Email AMA Email Phone Austin Miller

Co-President AustinJosephMiller@gmail.com President@uwama.com 253-304-4905

Chad Shapard

Co-President ChadShapard@gmail.com President@uwama.com 425-577-4803

Mark Toda

VP Finance Toda.Mark@gmail.com Finance@uwama.com 503-724-5117

Coral Lee

VP Marketing Paracosm@uw.edu Marketing@uwama.com 978-489-4315

Madison Roodman

VP Membership Madison.Roodman@gmail.com Membership@uwama.com 206-265-3427

Victor Duran

VP National Relations

DuranVictor3@gmail.com NationalRelations@uwama.com 360-903-5765

Rachel Turcott

VP Operations RTurcott14@gmail.com Operations@uwama.com 425-512-6198

Taylor Knott

VP Philanthropy Taylor1014@hotmail.com Philanthropy@uwama.com 425-466-6610

Bernardo Chaves

VP Professional Development

ChaveB2@uw.edu PD@uwama.com 770-789-5689

Natalie Barghash

VP Public Relations NRBarg@uw.edu PR@uwama.com 310-612-2676

Evyn Newman

VP Sponsorship & Alumni Relations

Evyn_Newman@yahoo.com Outreach@uwama.com 206-940-8789

Yana Demeester

VP Student Development

DemeesterYana@gmail.com SD@uwama.com 206-484-2621

Kourtney Kirton

Regional Conference Director

Kourtney.Kirton@gmail.com Conference@uwama.com 425-829-9957

Teddy Pappas

Webmaster MBTeddy@verizon.net Web@uwama.com 310-343-2658

Allie Jones

Director of Husky Creative

AJJones@uw.edu Allie.Jones@uwama.com 360-631-4661

CONTACT INFO

“Teamwork makes the dream work.” - John C. Maxwell

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7:30 PM: Arrive & Unpack 8:00 PM: Retreat Packet Overview 8:30 PM: Teambuilding Activity 10:00 PM: S’mores & Games

9:00 AM: Breakfast w/ Guest Speaker Jordan Barr 10:00 AM: Headshots & Group Photos 11:00 AM: 2015-2016 AMA Schedule Overview 11:30 AM: Constitution & Expectations 12:00 PM: LinkedIn Workshop 12:30 PM: Google Drive & Podio 1:00 PM: Lunch 2:00 PM: AMA Mission & Goals 3:00 PM: SMART Goals

§ Finance: Mark Toda § Marketing: Coral Lee § Membership: Madison Roodman § National Relations: Victor Duran § Operations: Rachel Turcott § Philanthropy: Taylor Knott § Professional Development: Bernardo Chaves § Public Relations: Natalie Barghash § Sponsorship/Alumni Relations: Evyn Newman § Student Development: Yana Demeester § Regional Conference Director: Kourtney Kirton § Webmaster: Teddy Pappas § Husky Creative: Allie Jones

4:00 PM: Introduce Chapter Plan 4:10 PM: Break 4:30 PM: Leadership Team 1-on-1’s 5:00 PM: American MARKETING Association

§ Recruitment Video § AMA SWAG (Referral System & Speakers) § AMA Brand

5:30 PM: Fall Quarter Kick-Off & Potential Speakers 6:00 PM: Dinner

9:00 AM: Breakfast 10:00 AM: Clean Up & Pack 12:00 PM: Bye Felicia

8/14 - Friday 8/15 - Saturday 8/16 Sunday

AGENDA

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STRENGTHS WEAKNESSES

OPPORTUNITIES THREATS

SWOT ANALYSIS

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AMA MISSION & GOALS

“A dream is just a dream. A goal is a dream with a plan and a deadline.” - Harvey Mackay

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SMART GOALS - BY POSITION

3 SMART Goals (Specific, Measurable, Attainable, Relevant, Time-Bound)

Goal 1 - Strategy Goal 2 - Strategy Goal 3 - Strategy

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NOTES

“The palest ink is more reliable than the best memory.” - Chine Proverb

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ACTION ITEMS

“If you want something, go get it. Period.” - Will Smith