COEX

2016

Chair: David Rizley

Vice Chair: Josh Halpern

“Providing our Member Community

and industry partners the

opportunity to enhance the

consumer’s enjoyment of the

foodservice choice”

IFMA Vision

“Enabling our Member Community to

focus on critical issues affecting their

businesses and the industry”

IFMA Mission

Consumers

Operators

Centers of Excellence

IFMA 2020 Strategic Plan

Enhance Value of Foodservice Choice

Co-create Value With Operators

Enable Members & Industry

4

Centers of Excellence

Centers of Excellence

Insights Best

Practices

Connectivity

Operators Members Culinary – Insights – Marketing - Supply Chain/Sales – Leadership

• Vision, Mission, 2020 Strategic Plan come to life

• Foodservice community gathers to share, create, learn

• Individuals better themselves, their businesses, the industry

• Houses our products and services

• Capitalizes on our scale and delivers ROI to members

• Driven by our Board and activated by our committee processes

5

Connectivity • COEX

• Presidents Conference

• Navy

• Gold & Silver Plate

Insights • Consumer Planning Program

• Foodservice Fundamentals

• Strategic Issues Series

• Marketing & Sales Leaders Forum

• Foodservice Landscape & Insights Library

• Small/Midsize Business Community

Best Practices • Foodservice Category Management

• Operator Collaboration Model

• Joint Business Planning

• GS1

Centers of Excellence

6

Objective:

Create and execute a unique “by operators, for operators”

forum for chain culinary, marketing, supply chain and leadership to

learn insights and best practices to drive demand, improve

efficiency and to build a winning team.

Positioning Statement:

For chain operators seeking business building insights and

personal connections with peers and leading manufacturers,

COEX is the intimate forum for your entire team to build

excellence and industry contacts.

(target)

(need)

(point of differentiation)

COEX

Gary Bales Focus Brands Co-Chair

John Miller Denny’s Co-Chair

Krista Pohlman WQSCC Co-Chair

Bill Ruby Denny’s

Chris Bode Denny’s

Liz Geraghty Wendy’s

Dominique Vitry YUM Brands

Mark Snyder Hurricane AMT

Dan Phalen Luby’s Fuddruckers

Chris Webb Noodles & Co

Glenn Douglas Noodles & Co

Ric Scicchitano Corner Bakery Café

Jon Quinn Fazoli’s

Sean Reiter Specialty’s Café

Larry Mench Tim Horton’s

Annica Kreider Mellow Mushroom

Tom Scalese East Coast Wings

Rachel Rushing Dave & Busters

Don Laskey Which Wich

Steven Grover Steak N Shake

Daryl Still Boston Market

Barbara Kaiwi Hard Rock Café

Phil Freidman Salsarita’s

John Fitchett Zinga

Patrick Walls Capriotti’s

Matt Riddleberger Firehouse Subs

Lane Cardwell Ruby Tuesday BOD

Steve Brooks Tumbleweed Grill

Paul Kramer Parlour Enterprises

Scott Taylor Walk-Ons Enterprises

Kasey Christensen Arctic Circle

Mark Jenkins CKE Restaurants

Shawn Eby Taco Johns

Norman Abdallah Taco Mac (T.MAC)

Scott Smith Lone Star Steakhouse

Tim Dungan Day Star Restaurants

Brenda Kantor Zoe’s Kitchen

Don Vlcek Marco’s Pizza

Eli Winkler Specialty’s Café

Charlie Lousignont Brinker Int’l

Operator Committee Members

COEX

David Rizley SCA Chair

Josh Halpern Anheuser-Busch Vice Chair

Dan Riste Sargento

Bruce Waddell Michaels Foods

Deena Pitzele Weston Foods

Rick Conrad Country Pure Foods

Elisa Guisti Wholesome Harvest

Stuart Gross Bundl USA

Jim Eidman Wayne Farms

Hollie Wooldridge Basic American Foods

John Gruender ConAgra

Joe Cusick Mondelez

Scott Modica Custom Culinary

Kevin Kuhn Southeastern Mills

Kevin Jackson The J.M. Smucker Co

Kris Kielsa Ecolab

Jennifer Brizzolara McCain

Scott Mayer Jones Dairy Farm

Bryon Coleman Jones Dairy Farm

Scott Dattalo Cargill

Michael Rutt Dakota Growers Pasta Co

Brad Kirk Lyons Magnus

Michael Cannon Surlean Foods

Mark Taylor Fischer Paper Products

Karl Kaufman Jennie-O Turkey

Jeff Pierce Kagome USA

Mark Sale KraftHeinz

Kami Smith Dawn Foods

Paul Rich Rich’s

Richard Sherry Rich’s

Stacey Hingle Tabasco

Dewey Edgar PepsiCo

Christine Garvey Trident Seafood

Brittany Crouch Kerry Foods

Laura Stukus IFMA Liaison

IFMA Committee Members

COEX

Goals:

•Attendance Revenue: $ +%

•Sponsorship Revenue: $ +%

•Distributor Attendance: +%

•Operator Attendance: 150

• Broker Attendance: +%

•Total Paid Attendance: +%

Strategies:

•Establish committee to set direction and support execution

•Build off 2015 program and “Foodservice 2020 Strategic Imperatives.” Evidence progress on

industry-wide initiatives

•Build and execute integrated marketing plan

•Link to OCM/JBP, CPP, New View and all IFMA Connectivity forums

•Assess results. Provide recommendation for 2017 program

COEX

Who When Done

MARCH

Update Website/Landing Page MK w/o 3/9

APRIL

Select Chair and Vice Chair IFMA w/o 4/6

JULY

Soft Opening IFMA w/o 7/13

AUGUST

Identify prospective committee members IFMA w/o 8/3

Chair invites prospective committee members LS w/o 8/17

Finalize committee LS w/o 8/24

Coordinate first committee meeting and send out preliminary deck (preread) LS w/o 8/24

Review prospective committee members and preliminary deck with Chair IFMA w/o 8/24

Hold first committee meeting, Review deck, set subcommittees and calls IFMA

Members

w/o 8/31

Hold first committee meeting with members and operators – Ideation session for Key Issues & Opportunities Committee w/o 8/31

COEX Tactics

Who When Done

SEPTEMBER

Draft agenda Committee w/o 9/7

Award nominations e-mail PS w/o 9/7

Update Website, including call for nominations IFMA w/o 9/7

Create agenda from base content Committee w/o 9/7

Provide information to IT to launch registration LS w/o 9/7

Develop Communication plan, including all electronic, printed, web and personal communications outlined MK w/o 9/21

OCTOBER

Develop flow document Committee w/o 10/5

Set Conference Budget MS/CC w/o 10/5

Hard registration open for website MS/LS w/o 10/5

Draft creative brief for overall conference w/agency PS w/o 10/5

Determine Sponsorship Opportunities TD w/o 10/5

Creation of Intro video PS w/o 10/12

Sponsorship sell sheet finalized PS w/o 10/12

Sponsorship sell sheet sent out TD w/o 10/19

Sponsorship tab on web site CL w/o 10/19

Tactics COEX

Who When Done

NOVEMBER

Specify execution elements’ e.g., speakers, panels and break-out sessions – Committee Call #3 Committee w/o 11/2

Communicate opportunities for FROR for last year’s sponsors TD w/o 11/9

Save the date email-Target All MK w/o 11/9

Email w/conference highlights/ “Hard” Registration Opens IFMA w/o 11/9

Define target number of attendees Committee w/o 11/16

Monitor and report status of communications plan and registrations MK Report outs

in Nov. and

Jan.

conference

calls

Conference highlight Mailer MK w/o 11/16

Follow-up calls by committee to operators that received invitations Committee w/o 11/16

IFMA & Committee calls to members CL &

Committee

w/o 11/16

Source execution elements – Committee Call #4 Committee w/o 11/30

Tactics COEX

Tactics

Who When Done

DECEMBER

Program mailer IFMA w/o 12/7

JANUARY

Set and execute prep schedule for speakers, panelists and moderators IFMA w/o 1/12

Specify room setup, F&B and AV requirements LS/CC w/o 1/12

Submit final sponsorship list to marketing and event management TD w/o 1/12

Develop scripting and flow IFMA w/o 1/18

FEBRUARY

Secure PPTs, videos, etc. IFMA w/o 2/9

Finalize presentations and prep speakers LS w/o 2/22

Finalize Scripts IFMA w/o 2/22

MARCH

Conduct rehearsals IFMA 3/7 & 3/8

Execute Program IFMA 3/6-3/9

COEX

Ongoing Tasks

Have member of PC committee make mention of conference on other calls Who When Done

Have member of other committees make mention on PC calls Ongoing

IFMA make ‘call outs’ of ‘significant’ events on calls Ongoing

IFMA include connectivity materials with meeting agenda/reminder Ongoing

Synchronize website with content development Ongoing

COEX

Post-Conference Who When Done

Complete post conference survey LS w/o 2/15

Attendee-friendly presentations uploaded LS 3/4

Post-conference e-mail LS 3/8

IFMA internal review IFMA w/o 3/11

Prepare conference survey results Committee w/o 3/18

Committee evaluation (Post conference call) & 2016 recommendations Committee w/o 3/18

COEX

Financials ($000):

2015 Actual 2016 Budget 2016 Actual

Revenue $997 $ TBD $TBD

Sponsorships $538 $ TBD $ TBD

Attendance $459 $ TBD $ TBD

Direct Expenses $441 $ TBD $TBD

Operating Margin* $556 $ TBD $TBD

*Does not include G&A Overheads

COEX