Latin America April-December
Just an initial demo map, so that you don't start with an empty map list ...
1. Social Responsibility
2. Internal Recruiting
2.1. In-deph Analyst
2.2. Local CRM Translator
3. New Strategies
3.1. Regus Virtual Office Contract done by August. Do not renew
3.2. Change Business Cards with New Address
3.3. Look for other Strategic Alliances
3.3.1. Targeting Young Professionals
3.4. Organize Trips for Associates to Latin America
3.4.1. Kara Bundy
3.4.2. Mark Epp
3.4.3. Mark Bertche
3.4.4. Woody
3.4.5. Doug
4. Channel Partner Expectations
4.1. Schedule Meetings with
4.1.1. Francisco Diaz CORONA
4.1.2. Fabio Villegas AVIANCA
4.1.3. KPMG
4.1.4. ING
4.1.5. Outsourcing
4.1.6. Panduit
4.1.7. Alpina
4.2. Executive Forums Meetings
4.2.1. Cali
4.2.2. Medellin
5. Speaking Engagements
5.1. Executive Forums Cali/Medellin WHEN?
5.2. EO Forums
5.3. Executive Forums 85 Lima August 19
6. Kimberly's Visit
6.1. Carolina? EO
6.2. Webinar May 4
6.3. Cardio Infantil
6.4. TERPEL
6.5. Meet with Juan Jose
6.6. Sigra
6.7. Check with Alvaro and Rafael every week on the status of 8 meetings
7. External Recruiting
7.1. Build a Database
8. Current Client Trips
8.1. VIVO - Guadalajara
8.2. JW Marriott, Mexico
8.3. Profuturo - Lima
8.4. WONG - Lima
8.5. Aqua - Iquitos
8.6. HQSP
9. Expectations
9.1. Christie
9.1.1. Send bi-monthly nurturing e-mails to
9.1.1.1. Vicente
9.1.1.2. Juan Jose
9.1.1.3. Lina/Gerardo
9.1.1.4. Eduardo
9.1.1.5. Francesco/Francisco
9.1.1.6. Jorge Berrio
9.1.2. Serve as a communications hub for Spanish Team and Latin American clients
9.1.3. Conduct Binary Interviews in Spanish
9.1.4. Prepare Proposals and Onboarding Documents
9.1.5. Set up Meetings
9.1.6. Follow up with current leads (CRM)
9.1.7. Prepare Materials and Agendas for Internal Meetings
9.1.8. Write for internal newsletter on Latin America/Spanish Team
9.1.9. Lead Editor
9.1.10. Help with event planning - Summits, Company-wide Latin America update meetings, Webinars
9.1.11. Take minutes on Salesforce during our meetings/phone calls
9.1.12. Prepare associate international travel/apply for appropriate visas
9.1.13. Conduct bi-monthly Latin America update meeting
9.1.14. Prepare travel and agendas for client and channel partner visits to Talent Plus
9.1.15. Make sure client revenue forecasts are up to date
9.1.16. Manage process for translating and editing documents
9.1.17. Manage any prospects/clients involved in OSI studies
9.1.18. Provide LEAD team with information regarding leads and business development in Latin Amercia
9.1.19. Initiate Social Responsibility efforts in Latin America
9.1.20. Manage current client accounts - monitor recertifications/cultureview projects
9.2. Brad
9.2.1. Generate New Leads
9.2.2. Write Educational Proposals
9.2.3. Conduct Executive Interviews
9.2.4. Nurture
9.2.4.1. AQUA?
9.2.4.2. HQSP
9.2.4.3. VIVO 47
9.2.4.4. Estrategia y Gestion
9.2.5. Serve as a Technology Consultant
9.2.6. Conduct Certifications/Recertifications
9.2.7. Lead Spanish Web site Initiative
9.2.8. Conduct Binary Interviews
9.3. Andres
9.3.1. Conduct Executive Feedbacks
9.3.2. Nurture
9.3.2.1. WONG
9.3.2.2. JW Marriott Lima
9.3.2.3. JW Marriott Mexico??
9.3.2.4. Estrategia y Gestion
9.3.2.5. Ines Temple (Peru) / Future partners in Chile?
9.3.3. La Nota Topics
9.3.3.1. Ejecutivas Exitosas 29-Abr 300 Empresas PLATINUM 04-Jun Posgrados 28-May Salud y Bienestar Laboral 25-Jun Top Servicios Petroleros 26-Jul Vademecum 06-Sep Universidades 27-Sep Lideres Pymes 29-Oct Especial Antioquia 17-Nov 100 Regalos Premium 17-Nov Servicios Empresariales 09-Dic
9.3.4. Make his own Travel Reservations for travel within Latin America
9.3.5. Qualify Current Leads
9.3.6. Generate New Leads
9.3.7. Conduct Executive Interviews
9.3.8. Write Educational Proposals
9.3.9. Make Sales Visits
9.3.10. Set Meetings for Kimberly
9.3.11. Generate Monthly Reports
9.3.12. Communicate with Kimberly (Send bimonthly e-mails/calls)
9.3.13. Create New Semminars
9.3.14. Design Crete and Execute a Web 2.0 initiative
9.3.14.1. Linkedin
9.3.14.2. Twitter
9.3.14.3. Chatter (SalesForce)
9.3.14.4. Create a Web 2.0 Collaborative Solution for executives
9.3.15. Event Planning