Austin, TX!

DAY 1: Tues, Jan 6

Attendees

  • Anjelica Sloan
  • Heather Wheeler
  • Jim Spence
  • Jon Friesch
  • Julie Montgomery
  • Kevin Palmer
  • Lynn Baus
  • Paul Fiorito
  • Ryan Smith
  • Taze Miller
  • Tim Yeadon
  • Tonja Stott
  • Wacarra Yeomans

Breakfast (provided by Oracle)

8:30 AM
Breakfast (provided by Oracle)
9:00 AM
Creative Services, Past, Present, Future [Wacarra]
  • Creative by the Numbers, 2014
  • FKO Recap
  • Goals for 2015 (Revenue, Retention, Marketing)
BREAK
10:30 AM
Creative + Operations
  • Roles/Responsibilities
  • Reporting (weekly, monthly, quarterly)
Lunch Break
12:30 PM
Like Best/Next Time from 2014
  • Anjelica Sloan
  • Jim Spence
  • Jon Friesch
  • Julie Montgomery
  • Kevin Palmer
  • Lynn Baus
  • Ryan Smith
  • Tim Yeadon
  • Tonja Stott
Break
3:00 PM
Work on Internal Marketing Campaign
  • Objective Statement
  • Establish KPI’s
  • Deliverables
  • Roles Needed
5:00 PM
Done
6:30 PM
Dinner

DAY 2: Wed, Jan 7

Atendees

  • Adrian Pfeifer
  • Alice Li
  • Alissa Kline
  • Amanda Reilly
  • Anjelica Sloan
  • Anthony Bursi
  • Cesar Fabello
  • Dana Smitham
  • Danielle McNamara
  • Emilie Hennessy
  • Heather Wheeler
  • James Holt
  • Janelle Lawless
  • Jeff Flett
  • Jenny Drucker
  • Jim Spence
  • Jocelyn Brown
  • Jon Friesch
  • Julie Montgomery
  • Kathryn Alva
  • Kiersten Miller
  • Kirsten Smith
  • Kevin Palmer
  • Laurelie Thill
  • Lisa Harmon
  • Lizette Resendez
  • Luke Bracken
  • Lynn Baus
  • Morgan Bergren
  • Nick Cantu
  • Patrick Colalilo
  • Paul Fiorito
  • Rachel Fisher
  • Rick Overton
  • Roald Ansano
  • Ryan Smith
  • Sarah Blanchard
  • Shepherd Brown
  • Tanya Williams
  • Taze Miller
  • Tim Muir
  • Tim Yeadon
  • Tonja Stott
  • Tricia Scott
  • Wacarra Yeomans

Breakfast (provided by Oracle)

8:30 AM
Breakfast (provided by Oracle)
9:00 AM
2014 in Review [Wacarra]
  • Financial Wrap Up
  • High points, Pain points
  • What we are going to accomplish this week
10:00 AM
10:30 AM
Convincing Client [Jocelyn Brown/Lisa Harmon]
  • Sales Strategies
  • Experiential Learning Scenario 1
  • Experiential Learning Scenario 2
1:00 PM
LUNCH
2:00 PM
Project Discovery: The Value of Planning [Jim Spence]
  • Building discovery time into your projects
  • Writing project proposals
  • Structure for discovery time
3:00 PM
Grow Trust, Grow Accounts [Tim Yeadon]
  • Presenting work
  • Client onsites
  • Effective meeting tactics
BREAK
3:45 PM
Group Breakouts
  • CD's: Julie Montgomery, AD’s: Tricia Scott, Email/Web Dev: Emilie Hennessy, Creative Leaders: Kirsten Smith
  • Answer these questions:
    • What made this year great?
    • What happened that you didn’t expect?
    • What would you like to see happen in the upcoming year?
    • What are 3 things on your workplace wishlist?
4:15 PM
Discipline Shareouts
5:00 PM
Done
6:30 PM
Dinner

DAY 3: Thur, Jan 8

Atendees

  • Adrian Pfeifer
  • Alice Li
  • Alissa Kline
  • Amanda Reilly
  • Anjelica Sloan
  • Anthony Bursi
  • Cesar Fabello
  • Dana Smitham
  • Danielle McNamara
  • Emilie Hennessy
  • Heather Wheeler
  • James Holt
  • Janelle Lawless
  • Jeff Flett
  • Jenny Drucker
  • Jim Spence
  • Jocelyn Brown
  • Jon Friesch
  • Julie Montgomery
  • Kathryn Alva
  • Kiersten Miller
  • Kirsten Smith
  • Kevin Palmer
  • Laurelie Thill
  • Lisa Harmon
  • Lizette Resendez
  • Luke Bracken
  • Lynn Baus
  • Morgan Bergren
  • Nick Cantu
  • Patrick Colalilo
  • Paul Fiorito
  • Rachel Fisher
  • Rick Overton
  • Roald Ansano
  • Ryan Smith
  • Sarah Blanchard
  • Shepherd Brown
  • Tanya Williams
  • Taze Miller
  • Tim Muir
  • Tim Yeadon
  • Tonja Stott
  • Tricia Scott
  • Wacarra Yeomans

Breakfast (provided by Oracle)

8:30 AM
Breakfast (provided by Oracle)
9:00 AM
Review progress on 2015 Initiatives [Heather]
  • Assign team members to new initiatives
9:30 AM
Write initiatives in Smart Goal Format
BREAK
10:30 AM
12:30 PM
Share Smart Goals
Break
12:00 PM
Lunch
1:00 PM
Begin Building Action Plans
  • Key Steps/Milestones
  • Dates/Timing
3:00 PM
Compile Action Plans
3:30 PM
Recap and Closing Thoughts
4:00 PM
Done

Seattle

Timothy Yeadon

creative director

Dana J Smitham

art director

Kathryn Alva

art director

Rick Overton

art director

Tanya Williams

art director

Tricia A Scott

art director

Anjelica Sloan

senior content strategist

James Spence

senior ux consultant

Paul Fiorito

operations manager

Alissa Kline

copywriter

Anthony Bursi

copywriter

James Holt

senior designer

Janelle Lawless

senior designer

Kiersten Miller

senior designer

Rachel H Fisher

designer

Tim Muir

email & web dev mgr.

Adrian Pfeifer

team lead

Sarah Blanchard

email & web dev

San Francisco

Tonja Stott

senior creative director

Shepherd H. Brown

art director

Cesar Fabello

art director

Kirsten A Smith

copywriter

Amanda Reilly

designer

Chicago

Lynn A Baus

senior creative director

Laurelie Thill

creative coordinator

Heather Wheeler

operations manager

Patrick Colalillo

senior art director

Jenny Drucker

art director

Danielle Mcnamara

interactive designer

Nicholas Cantu

senior designer

Emilie Hennessy

email & web developer

Morgan Carey Bergren

senior copywriter

New York

Julie Montgomery

creative director

Lucas Bracken

art director

Roald Ansano

art director

Lizette G Resendez

senior copywriter

Alice M Li

senior email & web dev

Other

Kevin Palmer

creative director - UK

Lisa Harmon

creative consultant

Ryan Smith

creative studio manager - aus

Taze Miller

senior director - atl