This quick guide is designed to provide a suggestive, real-world structure on how to coordinate and conquer any marketing, sales, or service related project. The Project Manager is a descendant of either of the VP of Marketing Director positions in order to manage and facilitate a chapter project. The introduction of the Stage Gate® Process is also a suggestive tool to use when deciding on whether or not to conduct a project and utilizing a ‘Go / No Go’ methodology at very critical moments in the project’s lifespan. These are suggestive tools to use in order to bring consistency in outcomes, efficiencies in operations, and experiential environments that will be seen in the corporate world. Please remember to utilize the COG requirements for proper written submission formats/ details for each of your projects.

VP of Marketing Marketing Director Sales Director Service Director Project Manager Market(ing) Market Research Marketing Research Analysis Sales Passive Aggressive Web Human Resources Placement Recognition Customer Service Finance Budgeting Collection Analysis Operations Manufacturing Delivery Analysis

Project Manager Market(ing) Market Research Marketing Research Analysis Sales Passive Aggressive Web Human Resources Placement Recognition Customer Service Finance Budgeting Collection Analysis Operations Manufacturing Delivery Analysis Project Manager – Overall project manager and director to ensure all aspects of the project are getting done. Market Research – Conducts research on your market(s). Who they are, whey they are like, where they are, how much they’ll spend, etc. Marketing Research – Researches which marketing methods will be most effective in order to reach your market. Market(ing) Analysis – Studies what results were found to help make decisions on what should be done next and understands how effective different aspects of the project went well or not so well. Passive Sales – Individuals who prefer to sell at a table and allow the customers to come to them. Aggressive Sales - Individuals who conduct more 1-on-1 sales techniques. These individuals actively seek out customers. Web Sales - Individuals who will monitor electronic sales via the web. HR Placement – Responsible for making sure the right members are in the most effective job role based upon their interests and talents.. HR Recognition – Responsible for making sure those who are working hard and/or producing results are being properly recognized and rewarded for their efforts. HR Customer Service – Responsible for making sure the end customer/ consumer is happy.

Project Manager Market(ing) Market Research Marketing Research Analysis Sales Passive Aggressive Web Human Resources Placement Recognition Customer Service Finance Budgeting Collection Analysis Operations Manufacturing Delivery Analysis Budgeting – Responsible to put a budget in place and monitors incoming cash and handles outgoing expenses to ensure the budget is adhered to. Collection – Responsible for the collection of payments for product or any additional incoming cash management. Also acts as a safeguard for the Budgeting role to ensure embezzlement does not occur. Finance Analysis – Analyzes the prospective gross profit margin %, gross margin %, break even, etc. Manufacturing – Responsible for the overall product manufacturing and/ or vendor management if being produced by a third party. Ensuring cost control, on time delivery, and defect management will be key. Delivery – Inventory management and product delivery to customers will be the primary responsibility here. Analysis – Assessing what went smoothly and ironing out the bumps in the operations of the project will be key to handling on the fly issues and making improvements for projects in the future. The Operations arm of the project is in dotted lines as this may not apply for every project dependent on the product origination (organic, company provided, or service). The roles and scope of responsibilities described here are adjustable depending on the project’s needs and strategies.

I – Ideas This is where Ideas are gathered and put into the Stage Gate process. You should consider having a ‘bucket’ of ideas from which to pull from whenever a new project is desired to be reviewed. Investigation Market Research Marketing Research Market Demand Feasibility Time/ Cost Analysis Gross Margin % Profit Margin % Budget Development Execution Plan Vendor Selection Product Design Marketing Strategy Pilot Pre-Sales Activity Limited Release Marketing Push Launch Marketing & Promo Sales Activity Customer Service 6 - Improve & Repeat After the project is done and analyzed, it is time to assess what could have been done better, more efficiently, etc and decide if the project will be repeated. Analyze Budget vs Actual Time/ Cost Marketing Responses Customer Feedback Profit Dollars IVESTIGATION The Stage-Gate ® idea-to-launch system is the industry standard for managing new product innovation excellence. The ground-breaking, widely-implemented process expertly integrates numerous performance-driving practices into an easy-to-understand recipe for success. Its robust design engages users of all decision-levels and functions, enabling quality execution, timely Go/Kill decisions, alignment and speed. The result: superior products reaching markets faster and generating better profits. DEVELOPMENTPILOT LAUNCHANALYZE FEASIBILITY Through each stage of the process, you will have the ability to either knowledgeably proceed with the project or discontinue efforts under the Go / No Go criteria your chapter has set.