Presidents Conference2015

Chair: Perry Miele Vice Chair: Simon Marshall

“Providing our Member Community and industry partners the opportunity to enhance the consumer’s enjoyment of the foodservice choice”

IFMA Vision

“Enabling our Member Community to focus on critical issues affecting their businesses and the industry”

IFMA Mission

ConsumersConsumersConsumersConsumers

OperatorsOperatorsOperatorsOperators

Enable Members & IndustryEnable Members & IndustryEnable Members & IndustryEnable Members & Industry

IFMA 2020 Strategic Plan

Enhance Value of Foodservice Choice

New, Deep Understanding of Consumer: Occasions & Eater Types

Co-create Value with Operators:

Route to Consumers

Develop New Insights & Best Practices Supporting Co-creation

Champion Insights &

Best Practices

IFMA 2020 Strategic Imperatives

Enhance Value

of Consumer Foodservice Choice

Consumers

Operators

Members

Focus Supporting Initiatives

Create New Consumer-Driven View of Foodservice

Create Actionable Insights & Best PracticesCo-Create Value

with Operators Through Demand-Creationand Supply-Chain

Improvement Efforts

Enable Members to Excel Given the New Basis of Competition

Drive Learnings through Connectivity Forums

-Presidents Conference-COEX-Marketing & Sales Leaders Forum-Gold & Silver Plate- Fundamentals

-Strategic Issues Series-Operator Forums-Small/Mid Size Business-Website

-Foodservice Landscape-Foodservice Insights Library-Consumer Planning Program-Washington Insights-SCORE-Center of Excellence-GS1

-28 Occasions-4 Eater Types

Operator Collaboration-Chains -Collaboration Model -Activation SupportOperator Collaboration-Ind. -Foodservice Category Mgt. -Digital MarketplaceEducational Foundation -Scholarships -GSP Society

Center of InsightsInsights that drive

strategy & execution

Center of Best PracticesProven foodservice

best practices

Center of ConnectivityConnect to share, learn

and execute

Consumer Planning ProgramC – P. Gere VC – D. Rizley

Foodservice FundamentalsC – J. Flood VC – E. Hetrick

Small/Midsize BusinessC – B. McClellan VC – K. Schartner

Category ManagementC – B. Shanley VC – K. Jackson

GS1C – L. Oberkfell

SCOREC – R. Ferranti

Educational FoundationC – K. Schartner VC – J. Flood

Operator Collaboration ModelC – J. Bybel VC – B. McClellan

Gold & Silver PlateC – R. Hepponstall VC – B. Sherwood

Presidents ConferenceC – P. Miele VC – S. Marshall

COEXC – M. Cannon VC – D. Rizley

Navy ForumC – F. Graves VC- J. Halpern

Marketing & Sales Leaders Forum C – P. Gere VC – K. Schartner

Center of ExcellenceC – R. Ferranti VC – J. Bybel

Centers of Excellence2015 COMMITTEE LEADERSHIP

Washington InsightsC – N. Laackman VC – V. Mulder

MembershipC – B. McClellan

C – M. Simmonds

BOARDLEADERSHIP

AuditC – K. Delahunt

VC – D. Davis

CompensationC – R. Ferranti VC – J. Bybel

AwardsC – J. Bybel

VC – K. Delahunt

Strategic PlanC – R. Ferranti

GovernanceC – R. FerrantiVC – J. Bybel

Digital MarketplaceC – R. Hepponstall VC – J. Flood

Strategic Issues SeriesC – M. Schwartz VC – R. Kirkpatrick

Committee Members:

Perry Miele C Nestle Professional NA

Simon Marshall VC Unilever Food Solutions

Kristin Bird Tyson

Deanna Brady Hormel Foodsales

Mike Cannon Surlean Foods

Peter Cokinos Grecian Delight

Dean D'Amico CSM Bakery Solutions

Kevin Delahunt Sargento

Marc Desmarais Idahoan

Tom Bell Wayne Farms

Bob Elliot Nestle

Josh Fischer Fischer Paper Products

Larry Gertsakis Nestle Professional

Lisa Kermizis-Abraham Bigelow Tea/IMS

Kenya Klabzuba Par-Way Tryson

Bill McCullough Ventura Foods

Sandy Romoser PepsiCo Foodservice

Herb Ring Hershey

David Rizley SCA Tissue

Michael Rutt Dakota Growers Pasta Co.

Kathleen Schartner Farmer Brothers

Jim Schywstell Pinnacle Foods Group

Malcolm Simmonds JR Simplot

David Stoneburner Ruiz Foods

Mike Villano Basic American Foods

IFDA Member TBD

John Lehmann IFMA Liaison

Presidents Conference

General Committee Responsibilities •Refine “Objective,” “Positioning Statement,” Strategies,” “Goals” and “Tactics”

•Commit to “Financial Goals”

•Gain agreement with Executive Committee

•Support execution

•Make “best efforts” to attend all committee meetings/calls. If unable, inform committee chair

•Attend events and participate in program

•Keep best interests of Membership in mind

•Conduct post analysis and provide recommendations for improvement

Presidents Conference

Context:•Started as IFMA’s Annual Meeting in 1952•61 years old •Has become “THE”Top-to-Top Meeting for Foodservice Leaders•Delivery vehicle for ground breaking insights and best practices•Should be a part of Members annual plans• In 2008 began conference partnership with IFDA and Distributor awards•In 2013 began “State of Industry” report.•Operator focus becoming more important•Evaluating relationship with NRA

Objective:

Create a conference that provides Senior Leaders/Management relevant and actionable strategies in a connectivity forum with senior distributor and operator personnel to build business.

Positioning Statement:

For members Presidents/Senior Leadership wanting critical

market insight and top-to-top interaction with senior foodservice

channel partners, the “by-invitation” Presidents Conference provides

them with relevant, actionable and strategic information in a unique

top-to-top, open learning environment.

(target)

(need)

(point of differentiation)

Presidents Conference

Goals: •Attendance Revenue: $ 695M

•Sponsorship Revenue: $ 540M

•Distributor Attendance: TBD

•Operator Attendance: TBD

• Broker Attendance: TBD

•Total Paid Attendance: TBD

Strategies:•Establish committee to set direction and support execution. Link IFMA’s internal processes and resources.

•Build and execute integrated marketing plan. Focus on content and speakers

•Link to OCM, FCM, CPP, FS 2020, Connectivity forums

Presidents Conference

Strategy: Establish committee and set direction, create plan and support execution. Link IFMA’s internal processes and resources

Tactics

Who When Done

Select Chair and Vice Chair IFMA w/o 1/6 w/o 2/1

Identify prospective committee members IFMA w/o 1/27 w/o 1/27

Review prospective committee members and preliminary deck with Chair & Vice Chair

IFMA w/o 2/10 w/o 2/10

Internal review for strategic alignment IFMA w/o 2/3 w/o 2/3

Chair invites prospective committee members (as they agree let them know when first conference call is)

JL w/o 2/4 w/o 2/4

Finalize committee JL w/o 2/11 w/o 2/11

Coordinate first committee meeting JL w/o 2/18 w/o 2/18

Presidents Conference

Tactics

Who When Done

Ideation session-Key Issues & Opportunities (First Committee call) Committee w/o 3/9 w/o

Draft agenda review with committee Committee w/o 3/23 w/o

Identify speakers, panelists and moderators Committee April CC w/o

Create agenda from base content Committee w/o 4/13 w/o

All registration materials due to Eric (Agenda, summary page, hotel, activities info)

JL/CC5-5 w/o

Registration Open CC/ED/JL 6-4

Sponsorship update to Committee CL June CC

Develop flow document JL w/o 7/14 w/o

Speaker presentation outlines due JL 7/13

All Sponsorship Material Due CL 8-3

First drafts of presentations due JL w/o 8/3 w/o

Presidents ConferenceStrategy: Establish committee and set direction, create plan and support execution. Link IFMA’s internal processes and resources

Tactics Who When Done

Finalize agenda IFMA w/o 8/17 w/o

Hotel and activities report-out/update CL Aug CC

Set and execute prep schedule for speakers, panelists and moderators IFMA w/o 9/29 w/o

Final PPT’s, videos, etc. due IFMA w/o 9/29 w/o

Finalize Scripts IFMA w/o 9/29 w/o

Conduct rehearsals IFMA 11-3/4

Complete post conference survey JL/TS w/o 10/6 w/o

Prepare conference survey resultsCommittee

w/o 11/17

w/o

Committee evaluation (Post conference call) & 2015 recommendationsCommittee

w/o 11/17

w/o

IFMA internal reviewIFMA

w/o 11/17

w/o

Presidents ConferenceStrategy: Establish committee and set direction, create plan and support execution. Link IFMA’s internal processes and resources

Tactics

Who When Done

Develop Communication plan, including all electronic, printed , web and personal communications outlined

IFMA w/o 12/13

w/o 12/13

Soft communications plan begins PS, MK w/o 3/2

Draft creative brief for overall conference w/agency PS/JL w/o 4/1 w/o

Soft communications plan begins PS, MK w/o 3/2

Save the date email-Target All IFMA w/o 4/13 w/o

Website update including call for nominations IFMA w/o 4/13 w/o

Determine Sponsorship opportunities/create brochure TD,PS w/o 5/5 w/o

Communicate opportunities for FROR for last year’s Sponsors TD, CL w/o 5/19 w/o

Registration Opens IFMA June 4 w/o

Email w/conference highlights/social media IFMA w/o 6/4 w/o

Monitor and report status of communications plan and registrations PS June CC

Call for registration/distributor nominations-link to website PS/MK w/o 6/29

Presidents ConferenceStrategy: Build and execute integrated marketing plan. Focus on content and speakers.

Tactics

Who When Done

Communicate opportunities for FROR for last year’s Sponsors TD, CL w/o 5/19 w/o

Sponsorship Sell Sheet sent out TD, FM w/o 5/26 w/o

Sponsorship opportunity report out TD, May CC w/o

Advocate emails PS/MK w/o 7/27

Digital ads begin/ Print ad drops/CTA mailer PS/FM w/o 8/3

IFMA & Committee calls to members IFMA & Committee

w/o 8/12 w/o

Submit Final List to Marketing and Event Management TD w/o 8/22 w/o

Conference highlight Mailer IFMA w/o 9/22 w/o

Follow-up calls by committee to operators that received invitations Committee w/o 9/29 w/o

Strategy: Build and execute integrated marketing plan. Focus on content and speakers

Presidents Conference

Tactics

For additional plans Who When Done

Tactics

Have member of PC committee make mention of conference on other calls Who When Done

Have member of other committees make mention on PC calls Ongoing Ongoing

IFMA make ‘call outs’ of ‘significant’ events on calls Ongoing Ongoing

IFMA include connectivity materials with meeting agenda/reminder Ongoing Ongoing

Strategy: Build and execute integrated marketing plan. Focus on content and speakers

Presidents Conference

Strategy: Link to OCM, FCM, CPP, FS 2020 and Connectivity Forums