The Future Marketing and BD Manager
A popular interactive full-day workshop for marketers and business developers who are looking to position and prepare themselves for their first management role. This is part of the well-established series of workshops supporting MBD professionals as they progress through their careers in the professional services sector.
This workshop includes group exercises which provide ample opportunity to talk to and learn from other participants.
Topics covered
HARD ISSUES
• Definitions, expectations, roles and skills
• Marketing/BD professional standards
• Competencies and development programmes
The big picture – Take a broader view
* Understand the Board’s strategic perspective
• Get to grips with professional firm strategies
• Financial scenarios (Profitability)
• Forecasts and measurement
Strategic marketing and business development
• Integrate marketing and business development
• Key MBD frameworks and models
• Choose markets and services
• Brands, portfolios, client journeys and pipelines
Develop a marketing/BD plan
• Conduct a marketing/BD audit
• Set SMART goals (and KPIs)
• Choose MBD strategies and key projects
• Co-create a MBD plan and campaigns
• Agree a budget and assess risks
SOFT ISSUES
Be perceived as a manager
• Manage self-perception and image
• Visibility, communications and confidence
• Adapt: From specialist to generalist
• Refine your personal brand
Gain partner buy-in
• Map your stakeholders
• Understand partner perspectives
• Collaborate (emotional intelligence)
• Cope with “difficult” partners
Manage a team
• Structure and coach a (remote) team
• Create a healthy environment
• Improve project management and automation
• Deal with underperformance
Motivate yourself and others
• Manage time and change
• Minimise stress
To facilitate interaction, workshops are restricted to 18 attendees – maximum of four from the same firm.
Pricing
First attendee £450 +VAT
Second attendee £890 + VAT
All subsequent attendees £1320 + VAT
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Cancellations/Substitutions
Due to the restricted number of places, refundable cancellations are only accepted up to one month prior to the event (a cancellation fee of £25 + VAT will be incurred per person). Substitutions can be made at any time. PMI reserves the right to cancel with no liability beyond refund of fees paid.
Eligibility
This training course is open solely to member firms of the PM Forum, a worldwide group of over 3,000 marketers in professional services firms.
Speaker
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Kim TassoRedStarKim LtdKim Tasso has worked within and for over 200 professional partnerships in the legal, accountancy and property sectors for over 20 years and continues to do so as a management consultant.
She also has direct client exposure from working with organisations in the technology, education, creative, media, real estate and not-for-profit sectors.
Unusually, she combines psychology, marketing and business qualifications so is effective as both a professional trainer, facilitator and coach and also as a subject matter expert in a variety of strategy, marketing, selling and relationship management topics.
She is highly rated as a trainer and coach for lawyers, accountants and surveyors and also lectured on Chartered Institute of Marketing (CIM) professional marketing qualifications for Cambridge Marketing College.
She is the author of books on soft skills, growth strategies, business development, media relations and business development and a prolific conference speaker and journalist. She is also a member of the PM Magazine Advisory Board.
