aiesec germany igip planning guideline 13.14
DESCRIPTION
TRANSCRIPT
Planning Days PreparationFor VPICX & VPER
PURPOSE OF THIS PRESENTATION
You know how to plan your iGIP activities in the Planning Tool
You understand the crucial processes and KPIs of the iGIP area
You are able to do accurate pipeline and interface planning
CONTENT OF THIS PRESENTATION
1. Important KPIs in the iGIP area
2. Preparation for VPERs and VPICX for Planning Days
3. How to use the Planning Tool
4. Outcomes
Plain numbers of the operations in your LC can be found in the
„Ranking Report“ on myaiesec.net
Number of matched TNs divided by number of raises (Tells you how
many sold TNs actually find an EP)
How many of last terms TN takers are still willing to work with you this term? (Quality of your service
towards companies)
# Raises, Matches,
RealizationsMatching Rate
Partner Retention Rate
ImportantKPIs
e.g. Calls to Meetings, Meetings to sold TN, Events to Meeting… (How much effort
do I need to put to raise one TN?)
Number of iGIP TNs( per raises, per matches, per
realizes) divided by members in ER and ICX
Days from raise to match (tells you how efficient
and quick you match and how the quality of the
raised TNs is)
Matching TimeMember
Efficiency
Conversion Rate of Raising Channels
PREPARATION STEPS FOR PLANNING DAYS
1. Do a numerical analysis, going back at least 2 years to see where your LC comes from, using [email protected] , Salesforce and any other data you can find
2. Collect and calculate all important KPIs
3. Compare your term goals with your term achievements so far and achievements in the same timeframe in the past (Last two years)
4. Review your team structures and JDs
IMPORTANT: These steps have to be taken before going on Planning Days!
IF YOU ARE NOT ON TRACK WITH YOUR GOALS…
1. Do a cause analysis: Did you have enough and well educated HR? Did you have enough knowledge and all the tools needed? Did you focus in the right activities?
2. Think about what you can do to still reach your goals and make a concrete action plan
3. If you did not plan well and you notice this on planning days do not hesitate to replan your numbers and timelines – If it does not make sense to work with at all, why sticking to it?
IMPORTANT: Review your goals and progress at least monthly to check if you are still focussing on what is important to you
HOW TO USE THE PLANNING TOOL
After planning your conversion rates you can plan your term goals, planning backwards (starting from Realized and then calculating everything else
First of all you start with calculating your own conversion rates (using past numbers dating 2 years back), comparing them with the national ones and set goals for this term.
HOW TO USE THE PLANNING TOOL
Divide your term goals into first half of the term and second half. Keep in mind that everything you want to realize needs a certain time to be matched etc. (e.g. you should calculate with a matching time of two months, so if you do not raise a TN until November you cannot be certain to have a match until end of January)
HOW TO USE THE PLANNING TOOL
The thing that is easiest to plan in iGIP is the raising channel you use and how intesively you want to use it. Pick at max. two channels and plan the action steps clearly. This helps you to always see how well you are on track with your actions.
HOW TO USE THE PLANNING TOOL
Plan your reraises monthly. These are mostly easier to plan than cold contacts and – with good partnermanagement – are pretty easy to generate.
ON THE LAST DAY YOU SHOULD HAVE…
... filled out the planning tool completely
... done all necessary interface planning between ER and ICX with clear responsibilities and agreements
... a concrete picture of your projects and how you want to work on your goals
... done a realistic HR planning with your VP TM, pay especially attention to member efficiency and JDs that make sense and bring clear learnings and development for your members
DO AND DON´T
Do• Concentrate your
activities and projects on doing as much and as much high quality exchange as possible
• Have regular interface meetings (ER with ICX) to check your plans, projects and progress
• Support each other (If raising stagnates everybody needs to raise, if there is too much to match everybody should help there)
Don´t
• Having a reception team when you do not at least reach 10 iGIP per year Reception is the responsibility of the whole LC!
• Have more members in ER and ICX than exchanges you plan, ist inefficient and a waste of ressources
• Wait for your newies before you start raising and matching; iGIP is an ongoing process and you cannot afford to lose time in the beginning of the semester
QUESTIONS
• For questions concerning the planning process please contact the LCDST
• For questions concerning your functional work please contact your cluster consultant
• For questions...
- concerning ICX write Anita ([email protected])
- concerning ER write Joseph ([email protected])