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Information Sharing GROUP Teleconference

Date and Time

  • Date: Tuesday, 31 May 2011
  • Time: 9am HST | noon PST | 3pm EST | 8pm UK
  • Please join my meeting via GoToMeeting
  • Join the conference call:
    • Skype: +9900827042954214
    • US Dial-In: +1-201-793-9022
    • UK Dial-In: +44 (0) 8454018081
    • Room Code: 2954214
    • GoToMeeting ID: 844-771-298

Attendees

  • Joe Andrieu
  • Judi Clark
  • Mary Hodder
  • Iain Henderson

Apologies

  • none

Agenda

  1. Attendance
  2. Approval of Prior Minutes & Other Motions
  3. Prior Action Item Review
  4. New Business
  5. Quarterly Reports
  6. Standard Information Sharing Agreement
  7. Action Item Review

Minutes

1. Attendance

We noted that x people on the call were voting members and that the group did not meet quorum on this call.

2. Motions
  1. Motion to approve minutes from April 19, also notes from April 26, and May 17 unanimously approved.
3. Prior Action Item Review
  • Joe - follow up with Doc re: CRM + VRM conference
  • Joe & Judi - follow microformats technique and document what's in the wild: how people are sharing info now - in progress
  • Judi - transfer notes and spreadsheet from 1 May 2011 F2F meeting onto wiki for future reference (done)
  • Iain - Colin Wallis conversation
  • Iain - drill down into marketplace of CRM to make sure our agreement covers this
4. New Business

m

5. Quarterly Reports

m

6. Information Sharing Agreements

from Iain:

Three top level types of marketing

1) Above the Line marketing (i.e. no personal data required to drive the marketing, or specifically gathered by it)
- branding
- TV advertising
- posters etc

2) (Direct) Marketing to you in the context of a relationship

3) (Direct) Marketing to you without the context of a relationship (i.e. there is no relationship current or past, or the details are not being factored into the communication), i.e. Prospecting

GIven the above, I then sub-divide both 2 and 3 as per below

a) (Marketing of) Existing products/ services from your portfolio I have specifically asked you to  tell me about

b) (Marketing of) Existing products/ services from your portfolio I have not specifically asked you to tell me about

c) (Marketing of) New products/ services from your portfolio I have specifically asked you to  tell me about

d) (Marketing of) New products/ services from your portfolio I have not specifically asked you to tell me about

e) (Marketing of) Existing products/ services from a partners portfolio I have specifically asked you to  tell me about

f) (Marketing of) Existing products/ services from a partners portfolio I have not specifically asked you to  tell me about

g) (Marketing of) New products/ services from a partners portfolio I have specifically asked you to  tell me about

h) (Marketing of) New products/ services from a partners portfolio I have not specifically asked you to  tell me about

i) Marketing seeking to trigger events or activities, for example:

- Renew a contract
- Refer a friend

j) Newsletters
- Market news
- organisation news
- non-selling product/ service information

7. Action Items Review
  • Joe -
  • Judi -
  • Iain -

Next Regular Meeting

TUESDAY 7 June 2011 - 90 minutes
9am Hawaii, noon Pacific Daylight, 3pm EDT, 8pm UK Daylight
Skype: +9900827042954214
US Dial-In: +1-201-793-9022
UK Dial-In: +44 (0) 8454018081
Room Code: 2954214

NOTE: Do not follow the code with a "#" symbol as it may cause the code not to be recognized.

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