Attendees: Brian Glover, Amber Carroll-Reitz, Rich Kernan, Debbie Webb, EJ Davis, Sandi Bennett
Agenda:
Curriculum Update:
Ad Committee Update:
Training Committee Update:
KRK May Conference Update:
Membership Committee Update:
Operations:
Financial Update:
General Discussion:
_______________________________________
UNOG Board Meeting November 7, 2019
Attendees: Kurt Hutson, Amber Carroll-Reitz, Ruth Ann Rose, Rich Kernan, Brian Glover
Ad Committee:
Jim and Amber are looking into using the Einstein images and getting a quote for branding use. The recruitment and kick off calls for the Marketing Pilot Program have begun. Tracy Woodall is working on 3 ideas for "smart branding". The relationship with Jim is progressing nicely. There has been discussion regarding if the RIZE program in the Pilot Program should be extended beyond 3 months.
Training/Curriculum:
Kurt was going to reach out to Mercedes about being on the Training Committee but her mother is ill at the moment so the timing may not work out. EJ should be invited to the Board meetings and he is willing to serve on the Curriculum Committee. Kurt will also reach out to Paula (new owner in New Braunsfels) to see if she would be willing to work on a New Owner Success Guide. There was discussion about getting Trung back to work on Operations.
Membership:
EJ is willing to help make membership calls. Ruth Ann will send him names to call.
General Discussion:
There needs to be planning now to be sure there are items being worked on since UNOG will have (hopefully) a presentation slot at the KRK conference in May and will need to show how the organization makes a difference.
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UNOG Board Meeting October 31, 2019
Attendees: Sandi Bennett, Kurt Hutson, Amber Carroll-Reitz, Debbie Webb, Ruth Ann Rose
UNOG Board Meeting
Ad Committee:
Amber gave update on the 5 pilots that Jim is going to oversee. There will be 11 schools receiving the Rize, Online listings, Website localizations, and Google Ad Words. Jim produced a schedule and project guide lines. Sasha selected schools and was careful to be sure that both UNOG and Non UNOG members, only schools that pay into the Ad Fund Program included, and the schools had good operation standards.
Training:
There was discussion about RightNow Video and the pilot program that Sasha is going to conduct. Kurt had used the system 5 years ago and was not impressed. Sandi and Debbie expressed their thoughts about how the platform can load each school's own videos, trackable professional development tracked courses, and anonymity for self help training. Since it is month to month, it is worth a try since schools can assign courses to employees. The link will be on the new KRK portal. It will have a master level for KRK to control and each school will have a training portal.
Curriculum:
There was discussion about the CLI curriculum and how schools can use it to help with training teachers. Kurt will reach out to EJ and Mercedes to verify that wish to be on the Curriculum meetings. Kurt gave an over view of CLI and how he uses it and showed examples of the lesson plans and how he implements CLI with KRK Curriculum. He stated that CLA is a supplement and that teacher training is most important. He shared several screens to demonstrate. Sandi and Debbie will talk to Sasha about when a curriclum meeting going and to learn more about the pilot program. Maizi also volunteered to be on the Curriculum committee.
Membership:
Ruth Ann gets trained on the Procare payment system today. She is sending out an email to non members with a streamlined application process since Maizi mentioned the current process has too many steps.
UNOG Board Meeting Agenda
October 24, 2019
Attendees: Sandi Bennett, Rich Kernan, Brian Glover, Amber Carroll-Reitz, EJ Davis, Ruth Ann Rose, Debbie Webb
Ad Fund Committee:
Marketing Director Update: Jim met with Amber and Brian to learn more about his deliverables. He will be managing the projects from start to finish as well as the reporting. Details of the Google Adwords test program were discussed and the need for the project planning to really be succinct.
Training Committee Updates:
Software Updates:
May Conference:
UNOG at the KRK Conference should have some agenda time for a presentation. Rich will ask Sasha about this time slot. UNOG members should have different color names tags or a designation on their name tag. UNOG sign up could also be in the Rose Marketing booth.
Accounting:
Membership:
Curriculum:
General Discussion:
_________________________________________________________________
UNOG Board Meeting Agenda
October 10, 2019
Attendees: Amber Reitz, Paul Huff, Rich Kernan, Ruth Ann Rose, Brian Glover
Next Week: Ruth Ann out on vacation
Ad Fund Committee:
Amber has spoken with Sasha and there is agreement that training costs would come from the operations budget.
Amber lead discussion about what percentage should be spent on internal versus external marketing from the National AD Fund.
Amber did ask the owners in Houston about training ideas for future training meetings and she has those topics.
Rich did suggest that Dale Carnegie training was successful for the Atlanta directors in the past. Given the number of schools who said they considered not resigning, Rich suggested that KRK should be very interested in dedicating a large percentage to training since that is the hot button for most school owners. There were strong opinions about the training collateral needing to be created by outside vendors in order for it to be most effective and attention holding. There were also questions about who would write the content of the training materials. Hiring a past effective director to write the content was also suggested. Amber does have someone in mind who might be able to assist with writing the materials. Rich suggested that a dedicated staff member within KRK shadow the vendor with the idea that staff person would then be trained to take over in year 2 or 3 of the project.
Next Ad Fund Meeting -
Marketing Director Update:
Jim McDonald's proposal was presented to Sasha with the pricing. He was asked about deliverables for the proposal and why the price would not be decreasing. There was discussion about if deliverables should be expected. There was discussion about how much of the work Jim would be doing and how much does a high level executive do versus lead and oversee. There was discussion about if there should be a negotiation on pricing given that Sasha was expecting a price decrease after the three months.
There was concern about Sasha's feelings about Jim's past travel and how much of his presentation that KRK give him. There was also talk about buying less of Jim's time and let the project move at a slower pace. In the future Brian suggested clearer and concise contract and Amber said that had already been discussed with him. A job description might suffice. There is also need for an ongoing relationship and or a clear start and stop plan.There was discussion about if this position should be internal at KRK and the opinions expressed that this should stay external. The members gave Amber suggestions on how to negotiate with Jim for less money if less time was needed.
Curriculum:
Training Committee Updates
Software Updates:
September Conference:
Accounting:
Membership: Website updates
General Discussion:
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UNOG Board Meeting Notes
October 3, 2019
Attendees: Brian Glover, Sandi Bennett, Amber Reitz, Paul Huff, Ruth Ann Rose, Rich Kernan
Ad Fund Committee:
There was discussion on how the first Ad Fund meeting with Sasha and her thoughts on percentages of spend on items like: training, external, and internal marketing.
Training Topics could be covered with video meetings:
The goal should be to have a set number each quarter. Amber will talk to Sasha about these items.
Next Ad Fund Meeting - moved to Tuesday instead of Wednesday due to the Houston Ad Fund.
Marketing Director Update:
Brian brought up Sasha's concerns about not knowing what Jim would be doing for the $15 a month and how the future reduction of his fees would work and the frustration the committee members felt over this issue. Amber shared Sasha's frustration with Jim's travel cost, her original expectation that only the first 3 months would be $15K, and the lack of a detailed proposal/contract. Amber also shared that Sasha did like JIm and wanted to work with him but just wants a defined contract. Amber will work with Sasha to get the points defined for the next contract. Amber said Sasha was open to hiring an internal marketing employee but that was not defined.
Amber brought up that Google ads should have recorded phone lines.
Curriculum:
Training Committee Updates
Software Updates:
September Conference:
Accounting:
Membership: Website updates
General Discussion:
____________________________________________________
UNOG Board Meeting Agenda
September 26, 2019
Attendees: Peggy Kernan, Rich Kernan, Paul Huff, Bret Beitler, Ruth Ann Rose, Sandi Bennett, Brian Glover, Debbie Webb
Marketing Director Update: Extension of Jim's contract needs to be discussed. Jim will present Beta tests.
Jim suggested his top 3 suggested for the beta tests: Local Search Google ads for a $60,000 fee and matching funds from schools, free listings $12,000, Rize reviews for $10,500. Next two suggestions included: Brand Video suggested is $55,000 and sites being localized with Digital enrollment packages for $14,200. The next wave of test could include new movers testings. He will need to know by next Wednesday if he will be continuing. There was a question about his price being negotiated with a longer contract. He stated that his invoice amount tends to go down as internal staff takes over the scope of work. Discussion was also had regarding how schools opt in and are selected to be part of these tests. There should be a high commitment.
Curriculum: Mercedes volunteered at the conference to head this up. Who will reach out to her to fill her in on latest events and where to start up?
Training Committee Updates/Video Project:
Software Updates:
September Conference:
Sandi is making plans for the next conference Sept 27 - 30th at same location. Brian complimented Sandi on her hard work on the planning of the conference.
Ad Fund Committee:
Peggy Kernan reported about the Summer Camp Curriculum theme meeting and the prospect of a sock drive and her input on the idea. There will need to be a date set for all future ad spends to go through the budget process.
NAP/SEO:
Accounting:
Membership:
Ruth Ann will present membership and admin proposal as request at Boulder.
General Discussion:
Rich reviewed what the deliverables were that were presented to Sasha that would make franchisees eager to resign franchise agreements such as: training, franchisee support in the form of a liaison in the office, website maintenance, and other items.
Quickbooks Financial reports
Amber will lead the process of the responsibility chart. There is a group effort going to reach out to people who have not filled out the survey and for new committee leads for Curriculum, training, and Operations. It is important to have a board meeting in the spring with David and Sasha again. Preferably before the KRK Conference in Atlanta in May.
It was suggested that Sandi to follow up with Sasha to try to meet in Atlanta the week of October 27 - Nov 2. Brian wants to establish a meeting with Corp on a monthly basis to approve funding as part of the Ad fund committee. It was suggested an agenda be established for the meeting that covers approvals, budgets and financials. Amber will set this up.
Amber and Debbie suggested that the Ad Committee work with Woodall to get a "how did you hear about our school" on both the enroll now and contact us tab.
_________________________________________________________________________________________
UNOG Board Meeting Agenda
September 12, 2019
Attendees: Amber Reitz, Paul Huff, Kurt Hutson, Brian Glover, Rich Kernan, Ruth Ann Rose, Bret Beitler
Marketing Director Update:
Curriculum:
Training Committee Updates/Video Project:
Software Updates:
September Conference: Chuck has given a ChildCareCRM data base for UNOG to use to track efforts to communicate with UNOG members. It has been suggested that iPads be purchased and used for the sign in process at Boulder to show the ease of use of Chuck's new app and to begin loading the data base. It has also been suggested that a prize, such as a room discount, be given to the winner of a drawing for those that use the app to register for the conference.
Need to look at the agenda one more time:
Ad Fund Committee:
Bret discussed the presentation that he and Brian will give. Ruth Ann gave an overview of the website traffic report.
NAP/SEO:
Accounting:
Membership:
Kurt spoke about replacing Board members that have not been active which include Kevin, Trung, Doug, and Julie. There was discussion about asking these people if they would like to become active on the Board or if they prefer to roll off the Board. The process of adding and voting in new Board members.
There needs to be concerted effort to clean up the membership list.
General Discussion:
Rich talked about how there needs to be a responsibility list of who is responsible for what tasks at KRK Corp:
KRK Website updates
Ad Fund Approval Process
Training
Quickbooks Financial reports
Amber will lead the process of the responsibility chart. There is a group effort going to reach out to people who have not filled out the survey and for new committee leads for Curriculum, training, and Operations. It is important to have a board meeting in the spring with David and Sasha again. Preferably before the KRK Conference in Atlanta in May.
______________________________________________________________________________________________________________
UNOG Board Meeting Agenda
September 5, 2019
Attendees: Brett Beitler, Paul Huff, Kurt Hutson, Sandi Bennett, Maizi Chilton, Debbie Webb, Ruth Ann Rose, Rich Kernan, Brian Glover
Marketing Director Update:
Curriculum:
Training Committee Updates/Video Project:
Videos should be done Friday for proofing. A roll out plan still needs to be determined. These videos will serve as a template with KRK doing the future projects.
Software Updates:
Paul has spoken with Chuck regarding his software. He feels Chuck has done a great job with a new iPhone app and is much more intuitive to use.
He will be previewing at the Boulder conference. Paul's staff was very impressed with the changes. The launch will be at the end of September.
The desktop interface will be out by the end of the year. Chuck also previewed the changes to the Kiosk as well. Chuck also bought JustFillOut.com and will be showing this at the conference as well. Paul also visited with Chuck regarding Sasha's current feelings regarding her past interactions with him. Chuck is willing to work to improve the relationship. Paul discussed with Chuck that getting uniform approval for all schools to have ChildCare CRM paid for via the National Ad Fund. Paul is suggesting that ChildCare be an additional product for Rose Marketing to offer with a service representative within Rose Marketing that would service the 25 - 30 schools that use it. Debbie also brought up the need for the forms to have periodic updates/change management. Paul feels confident that Chuck could put that request into his software update plans for the future.
September Conference:
Sandi is working to get two more rooms. The Board dinner is on Tuesday. Ruth Ann can print agenda's and name tags. Rich is creating a pre conference survey to send out that would ask questions about enrollment, capacity, revenue, part of regional ad fund, social media, state inspection report, community events, and main services received from KRK and the National Ad Fund. Grant will do a P & L review.
Ad Fund Committee: Bret and Brian are working on their presentation for UNOG conference. Bret is going to be speaking to Amber Carroll about replacing him as the committee head once he rotates off the Board.
NAP/SEO: Brian Brown has completed the statement for the NAP/SEO issue. The next step is to work out pricing for the problem statement and to then present to UNOG.
Accounting:
Brian asked if Board members had reviewed the spreadsheet he had sent out. There was discussion about how the information regarding the spend so far this year would be presented. Brian is still reaching out to Tony for more information.
Membership:
General Discussion:
Kurt will reach out to Sharon regarding her questions about ProCare. Paul also volunteered to bring her concerns to the person he is working with at ProCare. Debbie is also happy to be part of the conversation with ProCare. There needs to be more owners who have the same concerns before it becomes an official UNOG project. Paul did share some concerns about his experience with ProCare when he moved the UNOG database and other situations. There was some discussion about the plan to get more commitment from Board Members.
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UNOG Board Meeting Notes
August 29, 2019
Attendees: Maizi Chilton, Paul Huff, Jim McDonald, Rich Kernan, Kurt Hutson, Bret Beitler, Brian Glover
Marketing Director Update: Jim sought approval to spend $1500 for Kantar to do a study on competitor ad spend. This information will be beneficial in helping him to know how the competitors are targeting areas and how KRK should react. This was approved. He also sought approval to spend $8000 for a consumer research that would study brand awareness, benchmarks, and key attributes. Jim will write up more of a description of deliverables for this proposal and submit it to the group. There was also discussion about spending $4000 to get some creative ideas for future campaigns and which agencies should be included in that process. There was discussion about working exclusively with Woodall with this step or to go ahead and include other agencies. Rich brought up past consumer studies from 5 years ago and how those studies had been received by KRK Corporate.
Curriculum:
Training Committee Updates/Video Project:
Videos should be done Friday for proofing. A roll out plan still needs to be determined. These videos will serve as a template with KRK doing the future projects.
Software Updates:
Paul has a meeting with Chuck on September 4th to go over ChildCare CRM software updates. There was discussion regarding the relationship strains between Sasha and Chuck. This may cause some difficulties in trying to get approval for Ad Fund dollars to be used for ChildCare CRM. Rich and Paul will work on trying to find solutions for this situation.
September Conference:
Maizi reached out and ask Sasha to speak about: curriculum, Ad Fund Administration, growth of franchise and updates, corporate resale guidelines, other topics she would like to cover during her time on the agenda at UNOG. Sasha agreed to speak on those subjects. Ruth Ann will present how to join the Portal during her presentation. There was also discussion about Ruth Ann curating content and discussion to get more people involved. She will research and begin to do the work of promoting the portal.
Ad Fund Committee: Bret and Brian are working on their presentation for UNOG conference.
NAP/SEO: Brian Brown is working on a problem statement for the NAP/SEO issue.
Accounting:
A recent spreadsheet of expenditures was discussed. Brian is working with Tony to get financial statements and vendor expenses. Tony pulled the current spreadsheet information from bank statements and it is a thorough report. Bret and Brian will use this data to create a budget for the UNOG presentation. Brian wants to be sure that there is transparency for the members. He will ask for verification of funds and will be sure the information he presents is accurate. He will present a breakdown of the Woodall expenses. A process is needed to be sure Brian gets financial reporting on a regular basis. Rich suggested that Brian list out what he needs for his UNOG presentation to Tony so that Corp has a chance to fill in the gaps. Brian will put some thought into how to proceed on this process. There was discussion about if Tony should help with the presentation. He and Bret will also explain there is now a process in place to control spending. There should also be strict rules for schools to give reporting for beta test projects so ROI can be measured.
Membership:
Paul said that the ProCare payments were made yesterday for the UNOG dues.
General Discussion:
UNOG Board Meeting Agenda
August 22, 2019
Attendees: Jim McDonald, Sasha Vinson, Tony Hickbottom, Debbie Webb, Brian Glover, Paul Huff, Rich Kernan, Sandi Bennett, Bret Beitler, Debbie Webb, Ruth Ann Rose
Marketing Director Update: Jim gave an excellent overview of his presentation for the UNOG meeting. Expenditures for the Kaplan study was approved. There was a sense of excitement for the ideas and thoughts that Jim conveyed.
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UNOG Board Meeting Notes
August 15, 2019
Attendees: Brian Glover, Maizi Chilton, Bret Beitler, Ruth Ann Rose, Paul Huff, Kurt Hutson, Grant Chilton
Curriculum: There is a Curriculum meeting this week but Ruth Ann has not received any more details regarding the meeting. A new committee head will be requested to head up the committee. Perhaps Sasha could give an update during her time on the agenda. Maizi will reach out and ask Sasha to speak about: curriculum, Ad Fund Administration, growth of franchise and updates, corporate resale guidelines, other topics she would like to cover during her time on the agenda at UNOG.
Training Committee Updates/Video Project:
Videos should be done tomorrow for proofing. A roll out plan still needs to be determined. These videos will serve as a template with KRK doing the future projects.
Software Updates:
Paul has not heard back from Chuck of ChildcareCRM regarding their updates. He will reach out to Chuck.
September Conference:
See notes above in Curriculum and below in Ad Fund Committee.
Ad Fund Committee:
Brian and Bret will work on the Ad Fund presentation in Boulder. Ruth Ann will send her content ideas for her presentation to be sure there is not overlap. The website traffic proposal was approved and Ruth Ann will have that completed before Boulder and will include it in her presentation. The Problem Statement for the Web Traffic Report is filed under Ad Fund Proposals in the Filing Cabinet area of the UNOG Portal. Post Boulder conference Bret will be stepping down from leading the Ad Fund Committee due to the purchase of his third school and will help to vet his replacement.
Marketing Director Update:
Bret will meet with Jim today to get his overview of his status so far into the project based on his scope of work. Bret will ask if Jim he can do a few things outside the scope as far as a boiler plate marketing plan.
Review Program:
Rize was discussed and the general thought was that this should be an individual school purchase due to the amount of funds it would take from the national budget. The Problem Statement is filed in the UNOG Filing Cabinet under Ad Fund Proposals.
Social Media:
Ruth Ann will report on the Social Media Beta Test at Boulder.
NAP/SEO:
Ruth Ann will work on a Problem statement for this issue.
Accounting:
Misha is sending out emails about payment drafts for UNOG since there is some updates occurring with ProCare. She will be drafting payments on Monday. There was a meeting last week with Rich, Debbi, Sasha, David, Jim, and Darlene but there has not been an update of how the meeting went or how the discussion of Ad Fund finances were to be handled.
Membership:
Discussion was held regarding how to distribute information to members. A monthly newsletter
General Discussion:
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UNOG Board Meeting Notes
August 8, 2019
Attendees: Sandi Douget, Bret Beitler, Paul Huff, Debbie Webb, Ruth Ann Rose, Brian Glover, Rich Kernan
Curriculum:
Training Committee Updates/Video Project:
Software Updates:
September Conference:
There are 4 rooms left and Ruth Ann will send out another request for sign ups. Agenda is set. Tuesday night will be a board dinner with David and Sasha. Kathy will speak on some Primrose school sales. Ruth Ann will create the lanyards, agendas, and confirm AV equipment. Sandi has Jim speaking on Tuesday so that people can have time to digest the Ad Fund update that occurs on Monday. Brian has had a discussion with Jose Diaz on the mindset of the Florida owners and Brian volunteered to go to Florida and to a UNOG presentation. There was discussion regarding content for the Boulder conference and having Tony present his structure will be helpful.
Ad Fund Committee:
Marketing Director Update:
Review Program:
Social Media:
NAP/SEO:
Accounting:
Membership:
General Discussion:
Debbie gave an overview of meeting with Jim and items that need to be addressed which include the Boulder presentation, how time has been spent, Woodall expenditures, the process of how money is spent, and how the Ad Fund Committee would approve projects. Brian discussed the $72,000 that was paid to Woodall but it is not clear what the invoices were for or the time period that those checks covered. Paul suggested that someone have a discussion with the accountant that does the books so that the request can be made for certain reports to be made available each month on an ongoing basis. David confirmed with Brian the reports he has received and will get Brian reports with more detail.
Brian reiterated the desire for everyone to work together for cohesion moving forward. Brian stated that everyone is wanting to no longer revisit the past, but rather create positive processes to keep the healthy environment on a continuum. Sasha did request that going forward, UNOG reps who come to Franchise Academy to only discuss the current health of the relationship between owners and KRK Corp and not the past relationships.
Rich spoke more about the meeting with Jim and the expectations for Boulder's presentation. There is a concern that the bulk of Jim's work so far was school visits. Jim also wants to send out a survey to owners to identify items that owners feel the Ad Fund should be spent on in their opinion. There is meeting today with Jim where the expectations and deliverables will be discussed. Bret expressed gratitude for how the process has gone so far with this project.
Rich walked through his Ad Fund Starting Point document that discusses the criteria of how Ad Fund dollars would be spent and the process of how the projects would be initiated and funded. Debbie brought up the need to appove and begin the website traffic.
Ruth Ann presented the Website Traffic Problem Statement as an example of how the process of Ad Fund Expenditures process, steps and forms. Tony is working on this structure and process and will send it out later.
Ruth Ann will clean up and reformat Rich's document
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UNOG Board Meeting Notes
August 1, 2019
Attendees: Sandi Douget, Bret Beitler, Rich Kernan, Debbie Webb, Ruth Ann Rose
Curriculum:
Training Committee Updates/Video Project:
Videos in final edits.
Software Updates:
September Conference:
50 people registered not including vendors. Sandi ad Ruth Ann will start meeting weekly to be sure all details are covered. Travel cost is not covered for Board Members for this event. Rich would like Kathy Ligon to look over lease agreements for KRK owners to lease their building. A plan was made to try to reach out to Florida owners to get them to come.
Ad Fund Committee:
Marketing Director Update:
Per Brett: Met with Chief Outsiders today in Houston. I have scanned over a few items:
1) Ad Fund Approval/Allocation Process. (Checks and Balances on Being Good Stewards of Everyone’s Investment Ad Fund Capital). Rich will work on this further.
There are handwritten notes on this page we can discuss on Thursdays Call.
This sheet will be edited after everyone’s input.
2) Kantar Media research. $1500 project to uncover what 8 different pre-school brands spend on various forms of media outlined on the proposal attached. The amount other franchises charge for their National Advertising will be a sensitive topic since the idea of raising this fee is brought up often.
This will be included on their research and findings packet to be presented in Boulder.
Kantar Media can boil this down to Regional research findings so we know what markets spend and on what
There was discussion about having Jim on a UNOG call on Aug 22 to go over his Boulder presentation.
Review Program:
Social Media:
NAP/SEO:
Accounting:
Membership:
General Discussion:
A UNOG Welcome packet is another idea that would help with recruitment. Ruth Ann is working on a monthly newsletter.
UNOG Board Meeting Notes
July 25, 2019
Attendees: Paul Huff, Debbie Webb, Brian Glover, Ruth Ann Rose, Kurt Hutson
Curriculum: no update
Training Committee Updates/Video Project:
Brett said videos will be done in 2 weeks.
Software Updates:
September Conference:
46 people registered.
Ad Fund Committee:
Marketing Director Update:
Jim met with North Carolina owners yesterday and will meet with Florida schools this week. Jim is working on a document for the Ad Fund dollar spend process. Ruth Ann met with him last week regarding the wish list items. Jim will meet with Bret next week regarding the process document.
Review Program:
There are 11 schools on Rize and 3 in trial. Things are going very smoothly and successfully. To keep RIZE running seamlessly, Ruth Ann needs emails for those that enroll each month and dis enroll each month. She is reaching out to ProCare to see if such a list could be automated each month and also working with Paul and Sara Huff to see about creating business rules within CRM that could also be used to automate the system.
Social Media:
KRK Corporate social media reach and process is continuing to improve. The Beta test is also going well and Ruth Ann meets with Darlene/Natasha and Woodall each week to measure the success and to tweak the program.
NAP/SEO:
Ruth Ann submitted a proposal inquiry for the process of writing a report to check and see how website traffic has performed with new websites. The Board asked how many schools she has access to for Analytics and to also decide what metrics should be measured and then submit a formal proposal. They would like to see 30 to 40 schools and approved the proposal inquiry to move into a formal proposal.
Accounting:
Brian is still looking for answers regarding the Woodall expenditures.
Membership:
It was requested that Ruth Ann begin to create and send out monthly newsletters regarding UNOG updates.
General Discussion:
There was discussion about Jim coming to the NC Regional meeting in the future. His travel costs would be a consideration and perhaps should happen after Boulder. There was discussion about having a joint Dallas Owner/UNOG meeting before Boulder to get those owners to join UNOG prior to Boulder or have it after Boulder. The Ad Fund spend process should be voted on in Boulder.
Review Program:
There are 11 schools on Rize and 3 in trial. Things are going very smoothly and successfully. To keep RIZE running seamlessly, Ruth Ann needs emails for those that enroll each month and dis enroll each month. She is reaching out to ProCare to see if such a list could be automated each month and also working with Paul and Sara Huff to see about creating business rules within CRM that could also be used to automate the system.
Social Media:
KRK Corporate social media reach and process is continuing to improve. The Beta test is also going well and Ruth Ann meets with Darlene/Natasha and Woodall each week to measure the success and to tweak the program.
NAP/SEO:
Ruth Ann submitted a proposal inquiry for the process of writing a report to check and see how website traffic has performed with new websites. The Board asked how many schools she has access to for Analytics and to also decide what metrics should be measured and then submit a formal proposal. They would like to see 30 to 40 schools and approved the proposal inquiry to move into a formal proposal.
Accounting:
Brian is still looking for answers regarding the Woodall expenditures.
Membership:
It was requested that Ruth Ann begin to create and send out monthly newsletters regarding UNOG updates.
General Discussion:
There was discussion about Jim coming to the NC Regional meeting in the future. His travel costs would be a consideration and perhaps should happen after Boulder. There was discussion about having a joint Dallas Owner/UNOG meeting before Boulder to get those owners to join UNOG prior to Boulder or have it after Boulder. The Ad Fund spend process should be voted on in Boulder.
_______________________________________
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UNOG Board Meeting Notes
July 18, 2019
Attendees: Paul Huff, Kurt Hutson, Rich Kernan, Ruth Ann Rose, Brian Glover, Sandi Douget, Debbie Webb
Curriculum:
Training Committee Updates/Video Project: Brett said videos will be done in weeks.
Software Updates:
September Conference: 46 people registered. Ruth Ann will start sending the email about reservations weekly. Sandi will find out when the room rate ends for the block of rooms. We need 10 more rooms to make the block number by August 16. "Sign up, Rooms are going fast"
Ad Fund Committee:
Marketing Director Update:
Review Program:
Social Media:
NAP/SEO:
Ruth Ann will write a proposal to check and see how website traffic has performed with new websites.
Accounting:
Rich said that David and Sasha agreed a few weeks ago that UNOG could serve as an interim committee to approve all Ad Fund Expenditures or to help decide if project ideas have merit and should be explored. This would give structure, funding process, and over sight and global awareness of all marketing efforts. There was discussion about having Darlene work up the draft process for these approvals so that she has ownership of this approval system. Jim McDonald should be pulled in to help create the process right away. Kurt will ask him since he is about to meet with him this afternoon. There was also discussion regarding Jim's process of visiting schools, the rating system for these schools, and his analysis of competitors. There was also discussion regarding expenditures for Woodall and how there should have been some forewarning of these expenditures prior to now. It was suggested that Tony at KRK be the person in charge of the process after Jim creates and delivers the process form and process system that should be followed going forward before funds are spend. Brian suggested that there should be accountability for funds spent for the first of the year. He is also concerned about the lack of reporting. Debbie mentioned the prior promise of David and Sasha that the Ad Fund dollars be on Quickbooks, which means it should not be difficult to produce P&L's and other reports. Rich suggested that he, Sandi, and Debbie go to Corporate and spend a morning with Darlene and bookkeeping team to learn and guide this project of funds transparency and project approval. Rich will see if the 25th or 26th would work with Corporate to have this meeting. Brian reported there is approximately $640,000 in the account. Jim's invoice will be $45,000 plus expenses.
Membership:
General Discussion:
There was discussion about having more joined meetings with UNOG and regional meetings in 2020. Florida and Dallas would be the best places to start with for 2020. Brian will reach out to the Florida people. Kurt, Ruth Ann and Paul can work on a Dallas meeting.
UNOG Board Meeting Notes
July 11, 2019
Attendees: Paul Huff, Kurt Hutson, Brian Glover, Bret Beitler, Ruth Ann Rose
Curriculum: Kurt will get an update from Sasha.
Training Committee Updates/Video Project: Bret gave update on the video training effort. The videos are in editing at this point. Sneak peeks will be available in three weeks. He has reminded Sasha that Corp will need to lead future projects since owners do not have enough time to lead these types of projects.
Software Updates:
September Conference: 40 people are registered so far. Ruth Ann will check to see if Corrine is a member of UNOG.
There was some discussion about reaching out to the Florida owners. Ruth Ann will find out when their next meeting will be so that some UNOG Board members could attend and fill them in on UNOG. Ruth Ann will check out the membership list to see if UNOG has any Florida owners. Brian will reach out to Sasha and discuss the situation in Florida.
Ad Fund Committee:
Marketing Director Update: Jim is going to visit a variety of schools and the competitor markets so he can learn about where KRK stands in the market and present his findings at conference. Paul discussed his visit with Jim. Bret discussed the areas of geographical focus that Jim will be focusing on for his report. Brian suggested that Jim also visit North Carolina. Bret will ask Jim to reach out to Brian to coordinate his visit to North Carolina.
Review Program:
Social Media:
NAP/SEO:
General Discussion:
Membership:
Accounting: Brian has not received any word yet from Sasha regarding a contact for the accounting records.
He will continue to ask her for that information. There was discussion regarding the funds spent with Woodall and
the structure needed for franchisees to drive marketing and have control of the efforts.
________________________________________________
UNOG Board Meeting Notes
June 27, 2019
Attendees: Sandi Douget, Brian Glover, Debbie Webb, Kurt Hutson, Ruth Ann Rose
Curriculum:
Sandi will reach out to Sasha to see how things are progressing with meetings and who is leading the meetings since Julie is not able to work on this project at the moment.
Training Committee Updates:
Videos have been started. Bret can give feedback when he returns from vacation.
Software Updates:
September Conference: We have 33 people registered for the conference. Board members need to register. Sandi is working on a reception/dinner plan for Sunday night and Marc Sklar might contribute to a dinner on Monday and a reception could be held on Sunday night. Ruth Ann could put a link on the site that will show arrival times so that people can ride share to the hotel. All speakers are confirmed and the agenda will be posted ASAP. Brian Brown needs to be confirmed. Debbie spoke to Sasha about reviewing her school for the resale survey so the results could be presented at the conference. Brian wants to do the same and will reach out to Sasha. It appears to be too early to bring CLI to the conference representative to the conference. Perhaps Rich or someone else can give an update at the conference about Curriculum.
Ad Fund Committee:
Brian Glover suggested the Ad Committee start meeting again regularly. He will reach out to Bret.
Marketing Director Search:
Jim McDonald will meet with Rich this week and Paul and Ruth Ann next week. Contract is signed between KRK and Chief Outsiders.
Ruth Ann will let Jim know that Kurt is willing to meet with him while he is in town next week.
Video Project:
Review Program: Ruth Ann has been testing Rize Reviews with 6 schools with tremendous success and is now looking into integration with Procare and Childcare CRM. Learn more: https://www.youtube.com/watch?v=5TGAU0Mf-NY
Social Media:
NAP/SEO: Brian Brown worked through website update with Modern Tribe and should be able to help now with the SEO/NAP project after Brian returns from vacation.
General Discussion:
Sandi ran her royalty reports and send them in and get an email back saying she had overpaid. There was discussion on the reports and how the system works. Debbie asked questions about how schools use Tuition Express.
Membership:
There is a need to send out more communications. Ruth Ann will look to see if there is a way to send out communication automatically. She will send out an email saying the agenda is published and provide the links members can use to stay up to date with UNOG activity.
Accounting:
Brian Glover is waiting for Sasha to reach back to him. Kurt asked if anyone was having issues with UNOG Funds being pulled from accounts.
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UNOG Board Meeting Notes
June 20, 2019
Attendees: Maizi Chilton, Ruth Ann Rose, Paul Huff, Rich Kernan
Curriculum: Was anyone on the call last Friday?
Training Committee Updates:
Software Updates:
September Conference: Sandi Finalizing Agenda for Conference. Compass Bank on agenda? Paul will touch base with them. Maybe Rich should reach out to Julie Holiday about coming and talk about her experience. Brian Brown is checking his schedule. Sasha will present on resale inspections. Debbie will get a resale inspection done on her school so there is one more perspective on the process. Brian will consider also going through the resale inspection process as well. Kurt suggested that another school that has not had updates also be asked to go through the process. Sandi will reach out to Sasha to see if there are some schools that she could recommend for this process to help with the presentation.
Ad Fund Committee: Rich will meet with Sasha and David and go over a new process for ad fund expenditures where vendors are approved on project basis. Paul suggested that more historical data gathering be added to the social media beta test. Paul expressed concerns about how the project needs to have measurable goals. There was also discussion regarding UNOG and Non UNOG members and how the ad fund is spent and creation of a marketing committee. Rich spoke about his conversation with David regarding Chief Outsiders's contract and need for more specific deliverables. It was also discussed that a conversation needs to occur between Sasha and Chuck regarding the relationship between KRK and CRM.
Marketing Director Search:
Video Project:
Review Program: Ruth Ann has been testing Rize Reviews with 4 schools with tremendous success and is now looking into integration with Procare and Childcare CRM.
Social Media:
NAP/SEO: Brian Brown worked through website update with Modern Tribe and should be able to help now with the SEO/NAP project after Brian returns from vacation.
General Discussion:
Membership:
Accounting:
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UNOG Board Meeting Notes
June 13, 2019
Attendees: Sandi Douget, Kurt Hutson, Brian Glover
Curriculum: Julie said that CLI reviewed the curriculum and has some questions. A meeting will be held on Friday to discuss details. She is requesting that someone else step in to help with this project since her mother is quite ill.
Training Committee Updates:
Software Updates:
September Conference: Sandi Finalizing Agenda for Conference. Compass Bank on agenda? Paul will touch base with them. Maybe Rich should reach out to Julie Holiday about coming and talk about her experience. Brian Brown is checking his schedule. Sasha will present on resale inspections. Debbie will get a resale inspection done on her school so there is one more perspective on the process. Brian will consider also going through the resale inspection process as well. Kurt suggested that another school that has not had updates also be asked to go through the process. Sandi will reach out to Sasha to see if there are some schools that she could recommend for this process to help with the presentation.
Ad Fund Committee:
Marketing Director Search: Bret had a phone call with Darlene about Chief Outsiders today, Corporate will give their thumbs up by Friday.
Video Project: Postponed due to weather until June 14 /15
Review Program: Ruth Ann has been testing Rize Reviews with 4 schools with tremendous success and is now looking into integration with Procare and Childcare CRM.
Social Media: Sasha has approved a beta test of the Back to School campaign on Facebook. Approval by UNOG is now needed. There was discussion about some tweaks that could be made and lots of discussion regarding the need for good measurement and data. Ruth Ann will send out the updated proposal and an email vote will be taken. Kurt, Brian, and Sandi felt favorable towards the proposal.
NAP/SEO: Brian Brown worked through website update with Modern Tribe and should be able to help now with the SEO/NAP project after Brian returns from vacation.
General Discussion: Brian needs to follow up with Sasha regarding treasury matters. Sandi is still having issues with ProCare, she asked for help with Kurt and Brian.
Membership:
Accounting:
__________________________________
UNOG Board Meeting Notes
June 5, 2019
Attendees: Bret Beitler, Kurt Hutson, Sandi Douget, Brian Glover, Kate Rose
Curriculum: Non disclosures are signed with CLI and progress is being made. Sandi to Follow with up with Julie. They will be at the at the September meeting
Training Committee Updates: See video dates below
Software Updates:
September Conference: Sandi Finalizing Agenda for Conference. Compass Bank on agenda? Paul will touch base with them. Maybe Rich should reach out to Julie Holiday about coming and talk about her experience. Kate to confirm with Brian Brown? Sasha will present on resale inspections. Debbie will get a resale inspection done on her school so there is one more perspective on the process.
Ad Fund Committee:
Marketing Director Search: Bret had a phone call with Darlene about Chief Outsiders today, Corporate will give their thumbs up by Friday next week.
Video Project: Postponed due to weather until June 14 /15
Social Media:
NAP/SEO: Brian Brown worked through website update with Modern Tribe and should be able to help now with the SEO/NAP project after Ruth Ann returns from vacation.
General Discussion: Brian needs to follow up with Sasha regarding treasury matters. Sandi is still having issues with ProCare, she asked for help with Kurt and Brian.
Membership:
Accounting:
UNOG Board Meeting Agenda
May 30, 2019
Attendees: Paul Huff, Bret Beitler, Kurt Hutson, Sandi Douget, Debbie Webb
Curriculum: Non disclosures are signed with CLI and progress is being made. Sandi to Follow with up with Julie. They will be at the at the September meeting
Training Committee Updates: See video dates below
Software Updates:
September Conference: Board Update (Rich), Treasurer Update (Brian), Admin Update (Bret), The New Marketing Team Update, CRM, Bert Brannon, Cathy Lignon, CLI and Ruth Ann are confirmed for the agenda. Compass Bank on agenda? Paul will touch base with them. Marc Sklar to present and dinner, maybe he can talk about group insurance. Debbie suggested talking about health insurance options? Maybe we can get health insurance as a group through UNOG. Paul will contact his guy, Danny. Sandi asked if we should do a talk on life insurance? Kurt suggested asking Julie Holiday to come and talk about her experience. Should Brian Brown come too? Sasha will present on resale inspections. Debbie will get a resale inspection done on her school so there is one more perspective on the process.
Ad Fund Committee:
Marketing Director Search:
Video Project:
Postponed due to weather until June 14 /15
Social Media:
NAP/SEO
Brian Brown just worked through website update with Modern Tribe and should be able to help now with the SEO/NAP project after Ruth Ann returns from vacation.
General Discussion:
Membership:
Accounting:
UNOG Board Meeting Notes
May 23, 2019
Attendees: Bret Beitler, Kurt Hutson, Ruth Ann Rose, Grant Chilton, Brian Glover, Debbie Webb, Sasha Vinson, Maizi Chilton
Curriculum: Non disclosures are signed with CLI and progress is being made.
Training Committee Updates: See video dates below
Software Updates:
September Conference:
CRM, Bert Brannon, Cathy Lignon, CLI and Ruth Ann are confirmed for the agenda. Need a volunteer to get the resale requirements and a check list for owners that should be covered at the meeting. Sasha will present on resale inspections. Debbie will get a resale inspection done on her school so there is one more perspective on the process.
Ad Fund Committee:
Marketing Director Search:
Sasha feels the next step is to let David and Janice the contract to look over. She will let them know that UNOG has voted to approve the contract and get their formal agreement. The first part of the research they will do will focus on market research on internal marketing and competitive analysis.
Video Project:
Postponed due to weather until June 14 /15
Social Media:
NAP/SEO
Brian Brown just worked through website update with Modern Tribe and should be able to help now with the SEO/NAP project
https://drive.google.com/drive/u/0/my-drive
General Discussion:
Membership:
Todd Ogle, Rustom, Chardae Walker are interested in joining. Alex Bhakta will most likely be dropping since he sold school.
Accounting:
Grant is switching drafts are being switched to new system for UNOG dues. Account has about $85,000.
Brian discussed his role on being the treasurer of the Ad Fund and ask Sasha for guidance. She encouraged him to work with Marketing Project Manager to set the budget and then work with Darlene to spent within the plan. There should be sensitivity given to the relationship with Woodall and remember that projects should support all franchisees and buy in from franchisees. A theshold should be set for projects that require approval. Debbie discussed her bookkeeper that could help with the accounting for the fund. Sasha recommended that Woodall/Darlene speak about their projected spend for the year. Brian is concerned about the security of the account and the consistency of the work done.
_____________________________________________________________________________________
Ad Fund Committee:
Marketing Director Search:
Sasha feels the next step is to let David and Janice the contract to look over. She will let them know that UNOG has voted to approve the contract and get their formal agreement. The first part of the research they will do will focus on market research on internal marketing and competitive analysis.
Video Project:
Postponed due to weather until June 14 /15
Social Media:
NAP/SEO
Brian Brown just worked through website update with Modern Tribe and should be able to help now with the SEO/NAP project
https://drive.google.com/drive/u/0/my-drive
General Discussion:
Membership:
Todd Ogle, Rustom, Chardae Walker are interested in joining. Alex Bhakta will most likely be dropping since he sold school.
Accounting:
Grant is switching drafts are being switched to new system for UNOG dues. Account has about $85,000.
Brian discussed his role on being the treasurer of the Ad Fund and ask Sasha for guidance. She encouraged him to work with Marketing Project Manager to set the budget and then work with Darlene to spent within the plan. There should be sensitivity given to the relationship with Woodall and remember that projects should support all franchisees and buy in from franchisees. A theshold should be set for projects that require approval. Debbie discussed her bookkeeper that could help with the accounting for the fund. Sasha recommended that Woodall/Darlene speak about their projected spend for the year. Brian is concerned about the security of the account and the consistency of the work done.
_____________________________________________________________________________________
UNOG Board Meeting Agenda
May 23, 2019
Attendees: Bret Beitler, Kurt Hutson, Ruth Ann Rose, Grant Chilton, Brian Glover, Debbie Webb, Sasha Vinson, Maizi Chilton
Curriculum: Non disclosures are signed with CLI and progress is being made.
Training Committee Updates: See video dates below
Software Updates:
September Conference:
CRM, Bert Brannon, Cathy Lignon, CLI and Ruth Ann are confirmed for the agenda. Need a volunteer to get the resale requirements and a check list for owners that should be covered at the meeting. Sasha will present on resale inspections. Debbie will get a resale inspection done on her school so there is one more perspective on the process.
Ad Fund Committee:
Marketing Director Search:
Sasha feels the next step is to let David and Janice the contract to look over. She will let them know that UNOG has voted to approve the contract and get their formal agreement. The first part of the research they will do will focus on market research on internal marketing and competitive analysis.
Video Project:
Postponed due to weather until June 14 /15
Social Media:
NAP/SEO
Brian Brown just worked through website update with Modern Tribe and should be able to help now with the SEO/NAP project
https://drive.google.com/drive/u/0/my-drive
General Discussion:
Membership:
Todd Ogle, Rustom, Chardae Walker are interested in joining. Alex Bhakta will most likely be dropping since he sold school.
Accounting:
Grant is switching drafts are being switched to new system for UNOG dues. Account has about $85,000.
Brian discussed his role on being the treasurer of the Ad Fund and ask Sasha for guidance. She encouraged him to work with Marketing Project Manager to set the budget and then work with Darlene to spent within the plan. There should be sensitivity given to the relationship with Woodall and remember that projects should support all franchisees and buy in from franchisees. A theshold should be set for projects that require approval. Debbie discussed her bookkeeper that could help with the accounting for the fund. Sasha recommended that Woodall/Darlene speak about their projected spend for the year. Brian is concerned about the security of the account and the consistency of the work done.
_____________________________________________________________________________________
UNOG Board Meeting Agenda
May 16, 2019
Attendees: Rich Kernan, Kurt Hutson, Sandi Douget, Bret Beitler, Debbie Webb, Grant Chilton, Ruth Ann Rose
Review of UNOG Meeting in May: Discussion included the situation of some owners who had request for help on their personal school issues but were not members and were encouraged again to join. Chuck gave a presentation on his new updates. Bret feels camaraderie was built. There was concern expressed about Corporate having the right to open schools close to another one with out the nearest school being notified, have a chance to own that school, or to share reasons why that location is not a good idea. One owner asked for a list benefits of being a UNOG member. Kevin presented his experience on the resale inspection process.
Curriculum: Non disclosures are signed with CLI and progress is being made.
Royalties Discussion: Need a clarification for Corporate about which is the correct report to use. The correct one to use is called Specific Account.
Training Committee Updates: See video dates below
Software Updates:
September Conference:
CRM, Bert Brannon, Cathy Lignon, and Ruth Ann are confirmed for the agenda. Need a volunteer to get the resale requirements and a check list for owners that should be covered at the meeting. CLI is confirmed. Sasha will present on resale inspections. Debbie will get a resale inspection done on her school so there is one more perspective on the process. Debbie mentioned it might be interesting to discuss Julie Holliday's exit.
Ad Fund Committee:
Rich discussed the KRK Sales Funnel. The website update was needed since Google Search and website appearance are were more prospects fall into the sales funnel. The next step in the prospect journey is social media, phone calls, and tours. Then the prospect gives consideration to "feel good", location and other experience factors. Customer retention is critical. Customers must feel they are continuing to get value, communication, etc. Converting customers to advocates is really important as well since referrals bring new prospects. Website, People, Process, and Experience all play into the sales funnel and play more into ROI than prospect awareness. Areas that need to be continually tweaked and built are: Prospect Inquiry, Conversion, Advocacy, Customer Retention. The new strategist will want to start with competitor analysis and Rich is suggestion they dive more into the competition's experience they deliver to customers. This strategist will also want to help with the budget. The proposal is for $45,000 over three months and the deliverables do not seem very clear on how the research will be done or how the plan would be presented. Rich discussed that there should be some explanation of what information UNOG wants on competitor and if the strategist can deliver that information. Bret said the team that sent the proposal would be more than willing to add detail to their proposal. Rich wants to be sure of all the contract details in case things to do not go well.
Sandi and Debbie spoke regarding the need to learn more about what competitors are doing, in part because there is also a desire to have Corporate pay part the bill for the strategist. There was discussion about not wanting to make the ad spend of competitors with Corporate because it could be a reason for Corporate to raise royalties. Cindy's high level information she complied should be shared with the strategist. Bret spoke about the 60 CMO that are available within Chief Outsiders and their experience.
Rich feels most of his prospects tell him they are from drive by and referral so he is concerned too much will be spent on external marketing and not internal process marketing. He suggested that the strategist be asked to spend the research time half on external and half internal. The group expressed appreciation to Bret for his hard work.
Video Project:
Postponed due to weather until June 14 /15
Social Media:
General Discussion:
Accounting:
_____________________________________________________________________________________
UNOG Board Meeting Agenda
May 2, 2019
Attendees: Paul Huff, Bret Beitler, Kurt Hutson, Ruth Ann Rose
UNOG Meeting in May:
Ruth Ann will add Chuck to the agenda for this meeting. She will do a high level presentation regarding the need for NAP and Localized SEO. She will also mention the research on review generator programs. She will also share the metrics for the improvement in the social media for KRK Corporate.
Curriculum:
Paul reported that we now have a contact, April, at CLI who will be helping to move the project forward.
Royalties Discussion:
Training Committee Updates:
Software Updates:
September Conference:
CRM and Ruth Ann are confirmed for the agenda. Need a volunteer to get the resale requirements and a check list for owners that should be covered at the meeting. Paul is working with Chuck of CRM to be sure he is aware of the items of interest for his product as he enters a new phase of development that he is targeting to reveal at the September conference. Paul says that Chuck seems intent on creating a simpler and user friendly product. Paul has found Chuck to be very responsive. Chuck will be adding an employee that is dedicated to the KRK account.
Ad Fund Committee:
Video Project:
Bret reported on the video project. He feels that Emily has added great value to the project with her industry knowledge. He spoke about how importance of process training and this project will provide great training and a checklist. He feels the crew involved is very talented and anticipates a fun day of filming and the videos will set a new standard for training videos for the franchise.
Marketing Director Search:
Bret reported that he is finalizing the candidates for the strategy in the next few days. Out of courtesy Bret has included Sasha on the final phone calls so she could be aware of the candidates and be familiar with them. These teams price tags between $30,000 and $50,000 in research in how KRK currently works and to access the needs. There is a need for a very concrete marketing plan and this plan is part of the scope of work. Bret is worried about how franchisees will respond to the need for their own buy in to program. Rich also discussed how hard it will be to get franchisees to "own their own problems". Sasha had mentioned that Sasha suggested that there be an in person meeting with this new team to be sure they have all the information they need to do the job. Bret mentioned that to slow down now and include more people in the process will make this task of selecting a team more complicated and delay the project during a period that he does not have any more time to give.
Social Media:
Review Generator Beta tests:
General Discussion:
Kurt gave an update on the Legislative updates for Texas. Bret discussed how converting his new school from paper enrollment processes to the use of Childcare CRM. He will be sharing more about this experience at future meetings. There was discussion about how schools need to clean house before marketing begins. Rich and Brian discussed the need for there to be monitoring of phone calls and other strategies to improve marketing.
Accounting:
Brian discussed his interactions with Darlene regarding the Ad Fund and who makes decisions on how the funds are spent. Brian reported that Rich spoke with Sasha regarding this event. Brian will be discussing with Sasha how much of the budget that will need to available to particular persons at KRK Corporate to allow them a sense of control of the budget. Rich discussed the role of a bookkeeper and the need for a structure and budget. Brian discussed the need to define the structure of the funds. Rich reported that Sasha wants to be involved in the final steps of approval of issues and not involved in the research of what needs to be done. The balance of how decisions are handled is very delicate.
_________________________________________________________________________
UNOG Board Meeting Agenda
April 25, 2019
Attendees: Rich Kernan, Julie Moye, Debbie Webb, Ruth Ann, Maizi Chilton, Grant Chilton
UNOG Meeting in May:
Curriculum:
Julie feels like all the documents between CLI and KRK that need to be transferred have been done.
Royalties Discussion:
Training Committee Updates:
Software Updates:
September Conference:
Can CRM and someone from CLI attend? Paul is reaching out to CRM and CLI to get them on the agenda. Julie volunteered to reach out to CLI. Debbie will reach out to Chuck at CRM. Rich feels like the resale requirements should be covered at the meeting. Sandi suggested a checklist be created and sent out to owners as a guideline.
Ad Fund Committee:
Video Project:
Marketing Director Search:
.
Social Media:
Review Generator Beta tests:
General Discussion:
Accounting:
____________________________________________________________________________________________________________________________________
UNOG Board Meeting Notes
April 18, 2019
Attendees: Bret Beitler, Paul Huff, Kurt Hutson, Brian Glover, Ruth Ann Rose
UNOG Meeting in May:
Agenda is set for UNOG to start their part of the meeting at 11:30 and go until 3:00
Ad Fund, Website status, CMO, September Conference, Videos Curriculum
Ruth Ann will reach out again about travel plans for UNOG Board Members
Curriculum:
Royalties Discussion:
Training Committee Updates:
Software Updates:
September Conference:
Can CRM and someone from CLI attend?
Ad Fund Committee:
Video Project:
Filming is May 11 at Bret's school starting at 8:30 which should go 5 - 7 hours. Storyboard and scripts are ready. Sasha and Darlene have signed off on everything. Darlene and Sasha have been invited. The videos should be done in 2 - 4 weeks. Bret will let the Board see the check lists that go along with the videos to be sure all points are included.
Marketing Director Search:
Bret has two bids and both are very comparable. For three months they will look over how the marketing and messaging works, Chief Outsiders will be $18,000 a month. This will be a two to five year push. They will work on messaging and making sure operations can support the marketing and messaging. He will meet with Sasha today to go over the two bids and he will share them with the committee. Blue Corona is the second group.
Social Media:
Review Generator Beta tests:
General Discussion:
Ruth Ann and Kurt met with Kevin on Monday and toured his school. Ruth Ann will be putting together notes on "Top Questions that Kevin gets asked" and will post them on the UNOG site.
Accounting:
The discussion about who is deciding on who is actually deciding on how Ad funds are allocated was tabled until Rich can be a part of the discussion.
Website/SEO/NAP:
Ruth Ann met with Brian and Tracy and when Brian gets back form his spring break, he will publish a list of school sites in various stages of local ownership so the plan to do SEO and NAP can be finalized.
________________________________________________________________________
UNOG Board Meeting Meeting Notes
April 11, 2019
April 4, 2019 Meeting had 2 attendees Brian Glover and Kurt Hutson
(March 28th meeting was canceled)
Attendees: Sandi Douget, Paul Huff, Brian Glover, Kurt Hutson, Ruth Ann, Rich Kernan
UNOG Meeting in May:
The joint meeting will be held for the Houston Owners and UNOG on May 8th at Acosta Foods from 9:30 t0 3:00.
At this time all Texas owners are being invited and a Dallas group meeting is not scheduled as yet until the interest for those owners attending the Houston meeting is determined by the RSVP's sent in to Ruth Ann. She needs to know ASAP who needs a hotel room so that a block of rooms can be reserved.
We may have CRM on the agenda regarding UI, dedicated person for training and help, and pricing. UNOG will be on the agenda starting at 11:30 and last until 3:00. Hotels rooms may be scare due to conference going on across the freeway from Acosta. Kurt, Paul, Sandi, Debbie, Brian, Rich will be attending the meeting. Ruth Ann will check with Trung, Doug, Maizi, Grant and Julie.
Curriculum:
The meeting went well with CLI and it appears they want to work with KRK but a decision needs to be made about which model to use.
Either we give them our curriculum and they evaluate it and they would put together a proposal of how their tools would fit into our curriculum.
They can also build a training program for each classroom and teacher level. They can also evaluate teachers and recommend training modules.
Sasha is getting the curriculum to CLI and mutual NDA's will need to be signed. Paul said the CLI team seemed excited about the project.
CLI has done exhaustive studies and have determined that teacher level of training is a major factor in educating children for so than curriculum.
Having teachers do the assessment of their training level would be useful before beginning using CLI tools. CLI is excited to have a long term relationship with KRK but no time frame was set for the evaluation of the KRK curriculum.
A project manager and a curriculum person are needed to keep this project going forward on a weekly basis. There will be a fee for deliverables that is not determined yet. Paul mentioned that Tony had been present with Sasha at the meeting. Rich assured the Board that would be pleased with how Tony can help her manage the project. Corrine was mentioned as a possibility to help evaluate this curriculum but she may be too busy now with school ownership.
Paul has someone in mind who could be a Brian Brown type project manager and will continue to determine if that person could do the job. Rich will try to encourage Sasha to get the curriculum into CLI's hands asap.
Royalties Discussion:
Training Committee Updates:
Software Updates:
September Conference:
Agenda? When to send email out? Can Susan Landry attend the conference? Paul seems to think that is highly possible and will work on inviting CLI.
Ruth Ann will send out another Save the Date email.
Ad Fund Committee:
Video Project:
From Brett:
Ad Fund Video: We held a call this morning with our video team crew (Peggy Kernan, Ruth Ann, Emily Smith (script writer), and our Video Team)
We will be putting together the final details in the next week or so, for a shoot date of either May 4th or May 11th.
We have the script, and the video team to be on film. We have invited Sasha and Darlene (to put their blessing on little QA details)
We will be leaning on the following people for the shoot: Monica Sunbeck, Me, Peggy Kernan, Emily Smith, Michael Gonzalez, Valerie (work’s at Trungs school), Tamara Tackett (works at Paul’s school), Kristin (Curriculum from Kevin Kilgore's school)
Marketing Director Search:
From Bret:
Marketing Strategist Team Search: Have narrowed this down to our top 2 teams. These teams have held extensive calls with me, and they are putting together 2 things:
1) Scope of work for our Phase 1 Vision Plan
2) Extensive Market Research on what our completion does both internally with their teams, and their marketing messages.
We plan to have these bids together late next week, review and then present for best options.
Social Media:
Ruth Ann met with Sasha regarding Facebook ads for KRK Corporate that will drive brand awareness, school locator page, and franchisee opportunities. The Georgia Collaborative is having Ruth Ann share the Corporate content on their Facebook pages in order to help drive the brand awareness in their marketing.
Review Generator Beta tests:
The Beta test for reviews is now being based on research with Signposts. More information to come soon.
General Discussion:
Could some one reach out to James and Allison, KRK Conroe, about UNOG membership? Michael Gonzalez said there were interested. Ruth Ann also contacted them and will send info to Sandi and Maizi. Discussion was had regarding Julie Holliday's exit of the franchise.
Accounting:
From Brett:
Sasha has requested Ad Fund account update, but has not received a version that is clear on the Deposits/Expenses as of yet.
She confirmed that around $100k per month goes into this account. Will obtain updated version showing our current balance, so we can ensure our budget is reviewed before we begin investing any $$.
Brian said he had an hour long meeting with Darlene. She does see it as "your money" which is encouraging.
Fund had $285,000 in the account from 2018 and about $90,000 coming in each month. Brian asked for a list of who contributes. Woodall is now doing the digital magazine instead of Centipede. There is concern about the amount of work that Woodall is doing from the website maintenance, collaborative marketing, facebook graphics, etc. Having the expenses broken down will help with the budgeting. Darlene and Janice are the one who are deciding which expenses are being charged to the Ad Fund and which ones are charged to operations. Paul will help Brian with writing a communication to Darlene that will help define how the Ad Fund should be spent. Brian feels Darlene trusts him and will try to gain access to the accountant to be able to meet with them about the account. There was a general agreement that the "marketing in box" items are not helpful.
Website/SEO/NAP:
Ruth Ann met with Brian Brown and Tracy on Tuesday and will meet again on Friday after Brian has spoken with Modern Tribe. More information to come.
Ruth Ann also created a proposal for NAP. Brian and Kurt suggested that we wait and add the SEO project to the proposal. More discussion will need to be had on this point.
UNOG Board Meeting Notes
March 21, 2019
Attendees: Brett Bietler, Rich Kernan, Julie Moye, Trung Nguyen, Debbie Webb, Ruth Ann Rose
UNOG Meeting in May:
Ruth Ann will reach out to Paul to determine if he thinks we need to plan a separate meeting in May for the Dallas owners. A location has been found for the joint UNOG Houston meeting and those announcements will start going out soon.
Curriculum:
Julie is meeting with April 3rd for a meeting with Dr. Landry. Julie’s notes about curriculum is in the UNOG Portal File Cabinet along with the notes about CLI from Tamara Tackett. Julie took the curriculum supplement survey and is shorting it all by category. Trung offered his school for the meeting with Dr. Landry.
Royalties Discussion:
Training Committee Updates:
See video notes
Software Updates:
Arun Singh has an email that he has requested to go out. Ruth Ann will get Kurt’s approval before sending out.
Ad Fund Committee:
Video Project:
Sasha has received the scripts and once she has had a chance to look them over a date will be set for the filming and these videos will be used as templates to then continuously produce videos. There is a hope that future videos would include teacher training with engaging format that would include daily scenarios. Debbie will start a list of scenarios to pass off to Sasha for future videos.
Marketing Director Search:
Brett shared that he and Sasha are narrowing the field down to three firms that could drive the KRK strategy both for short term and long term. They will be narrowing down to the top two and then drilling down more on what these firms offer. There was discussion about the amount of input that UNOG has as a stakeholder and what a “win” looks like for the brand.
Social Media:
Ruth Ann is reaching out to Sasha about beginning Facebook ads for the Corporate Facebook page.
Review Generator Beta tests:
Bret will join Ruth Ann on a call with Podium to discuss how this system could work on a beta test and long term.
General Discussion:
Accounting:
Website/SEO/NAP:
Ruth Ann has a meeting with Brian Brown on Friday to go over NAP/SEO website issues.
UNOG Board Meeting Agenda
March 14, 2019
Attendees: Debbie Webb, Brian Glover, Paul Huff, Bret Beitler, Rich Kernan
UNOG Meeting in May:
Discussion around combining the Houston Owner Meeting with the UNOG open Board meeting both on May 8th and then some of the Board members meeting with the Dallas owners the next day. Meeting room accommodations will need to be made and we need to check with Lonnie to see his availability. Ruth Ann will send out an email asking Dallas owners if they want to come to the Houston meeting to hear about the legislative updates. Back up plan is for a meeting to be coordinated in Dallas.
Curriculum:
Survey has been sent out to learn what supplements people are using and why they are using those supplements.
Tamara Tackett has produced a report about CLI and Julie Moye has created one about Reggio. There will be some discussion regarding the status of curriculum at the Georgia Collaborative meeting next week. Sasha will be at that meeting.
Royalties Discussion:
Rich reported that the royalty report is on collections and not billing. There is a way to not factor in certain items that need to be segmented out for the royalty calculations. Paul is not super pleased with his experience with Procare's support for the conversion, feels they are hard to get a hold of, not timely with responses, and items were missed in the conversion. He thinks the reports are not as robust as School Leader's reports. Rich suggested a list of questions being made about school concerns about Procare.
Training Committee Updates:
Software Updates:
Paul meets with Chuck tomorrow regarding the pricing goals?
Ad Fund Committee:
Video Project:
Scripts are storyboarded and scripts are done. Sasha will be now working with Darlene on final approval and film dates.
Those being included in the videos are now being coordinated. There will be checklists for references to the training scripts will also be a deliverable of the project. June is the projected time frame for the filming.
Marketing Director Search:
There are two marketing strategist companies being considered. One has 30 CMO people available and those are now being narrowed down, Both should be able to help with branding, strategy, crisis management, and goals to be world class in the childcare field. Sasha is reviewing information and will be the one to speak to Darlene about this project.
Accounting:
Was Brian Glover able to get the P & L’s for the National Ad Fund from David and Sasha?
Website/SEO:
Paul will check to see Brain Brown’s contract has been signed? Ruth Ann will speak with Brian Brown regarding SEO for the parent site could move forward.
Paul did ask who the replacement is Alex at KRK International so the point of contact for website and SEO is established but does not have an answer yet.
Social Media:
Ruth Ann has worked with Darlene to put out a communication to tell schools how to share the Corporate content on their own Facebook pages. Next will be Instagram. She is also working with Sasha to determine who the lead will be on the Facebook ads that are part of phase 2 of the social media plan.
NAP and Review Generator Beta tests:
Ruth Ann gave a progress of the NAP project and the Review generator project. She is working with Sasha to determine which schools are in the beta test and the budgets.
General Discussion:
There was general discussion about the process of school sales and requirements that was sent out by Sasha to the school owners. Debbie suggested that the schools receive a yearly meeting that lets the owners know what needs to be updated so owners have more warning about the things they need to have updated that could influence a sale. There was discussion about schools in good standing and those in the process of being de-branded.
Next Phone meeting: March 21, 2019
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UNOG Board Meeting Notes
March 7, 2019
Attendees: Julie Moye, Paul Huff, Bret Beitler, Brian Glover, Sandi Douget, Ruth Ann, Kurt Hutson, Rich Kernan, Debbie Webb, Trung Nguyen
Curriculum:
Julie reported that economically it would be be effective to do the Reggio method due to the environmentally required tools and structured, higher teacher ratio, and creative thinking teachers. She feels not every parent would be receptive to the idea of all recycled resources.
The teachers setup the environment and then document what the children’s are interested in and the children’s progress. Teachers do not have a lesson plan, they document constantly.
She does like the natural aspects but not sure all markets would appreciate the approach.
Susan Landry of CLI is back in town April 3rd so the meeting with Lonnie, Susan, Sasha and others will be set after that date. This meeting will set the future direction for Curriculum.
Ruth Ann will send out a survey email to owners to see what supplements they are currently using so the committee will be aware of all the ones being used and ask if the schools want to be driven more by assessment or by curriculum. Paul reminded the group of the low cost of the CLI curriculum. Paul will ask Tamara to follow up on pricing for schools outside of Texas. Debbie has a demo with Teacher Strategies coming up and will report back to the group.
Rich feels that a 4- 5 sentence statement should be written to help with marketing of curriculum to parents. There was lots of discussion about how to assess children, plan lessons, teaching for test taking, and teacher training/resources particularly with TSG in mind. There was also discussion regarding Sasha being open to outsourcing parts of the curriculum rather than writing their own curriculum. Julie is hoping that CLI could provide a framework and then KRK could standardize supplements and enforce schools using the framework and supplements.
Julie will check to see if there is another person on Susan’s staff that some initial conversations could happen while waiting for the future meeting after April 3rd. The Board was appreciative of Julie’s efforts.
Royalties Discussion:
Paul brought up the discussion regarding Procare’s royalty calculations statement is based on billing not collections. Rich explained there is a report that will list billing by classroom, shows charges and what you collected, hence making gross revenue as the calculations basis. Rich said that former School Leader customers need to use a specific report and he was asked to send out an email explaining the reports to the owners. A meeting needs to be held with Sasha to nail this issue down going forward to protect the franchisees before any future change in ownership should ever occur.
Training Committee Updates:
See Ad Fund Video Training Project. Debbie will Co Chair committee. Sasha is working on curriculum videos. Julie asked if there could be curriculum videos recorded by the same vendor.
Software Updates:
Paul has a meeting set up with Chuck regarding the pricing goals:
Ad Fund Committee:
Bret will have scripts by Saturday for the video training project and early May filming date still the goal. They videos most likely be filmed in Houston.
Bret also reported that he has 18 - 20 responses for a marketing strategies and narrowed it down to 5 leaders. He can set up a meeting of the Ad Committee next Tuesday to go over the results so far. Chief Outsiders is one of the ones under consideration.
Brian will take the lead in getting P & L’s for the National Ad Fund from David and Sasha.
Brain Brown’s contract has not been approved yet but Paul will follow up on this and be sure it gets done. Ruth Ann and Brian will work to discuss how SEO for the parent site could move forward.
Paul will ask who the replacement is Alex at KRK International so the point of contact for website and SEO is established.
Social Media: The proposal was accepted and Rose Marketing began the work on the KRK Facebook and Instagram on March 1st. Ruth Ann will ask Darlene to put out a communication to tell schools how to share the Corporate content on their own Facebook pages.
NAP and Review Generator Beta tests:
Ruth Ann has identified some companies to use for the NAP project and the Review generator project. Will have more to report at next meeting.
Next Phone meeting: March 14th
UNOG members to attend the Houston Owner meeting on May 8th
Next UNOG in person Board Meeting in Texas on May 9th
______________________________________________________________
UNOG Board Meeting Notes
February 25 and 26th, 2019
Attendees: Debbie Webb, Sandi Douget, Paul Huff, Brett Beitler, Brian Glover, Ruth Ann Rose, Rich Kernan, Kurt Hutson, Kevin Kilgore
Training Committee Updates:
See Ad Fund Video Training Project. Debbie will head up Group.
Software Updates:
The goals are for KRK
Ad Fund Committee:
Ad Fund Mission Statement: To be effective stewards of the KRK Ad Fund to the primary benefit of franchisee contributors. To create a transparent framework in which ad fund dollars are used to efficiently fund projects with explicit goals and objectives whose intended outcomes are measurable.
Ad Fund Committee Membership:
Five volunteer franchisees in good standing with the Ad Fund and KRK International one of which acts as the treasurer of the committee
Represents the diversity of the markets
Regular mandated attendance for meetings
Current Ad Fund Members:
Kurt Hutson, Bret Beitler, Paul Huff, Brian Glover, Sandi Douget
Ad Fund Budget and Accounting - Brian Glover
Treasurer is responsible for access to Quickbooks and producing monthly financial reports to the committee.
Ad Fund Current Projects:
Social Media: The proposal was accepted and Rose Marketing begins the work on the KRK Facebook and Instagram on March 1 and then the Ad Committee can begin to work on phase 2 of the social media which will include Facebook ads. Great meeting was held on Monday at KRK with Woodall, Darlene and Ruth Ann and Katie Dundas.
Ad Fund Committee/ Training Committee Video Project:
Emily Smith has experience across many franchises and is helping with the script creation. Videos cover front door experience all the way to long term customer experience. Bret discussed how the videos should feel, there should not be a robotic feel and there should be suggestions on how to handle specific requests from clients. There should be a checklist of items that need to be covered.
Paul shared his phone call tracking spreadsheet and suggested that examples of each item on the spreadsheet with examples. Rich mentioned an example of “why it is important to have an orderly classroom from 4:00 on so that parents feel reassured”. The videos should be small bits that when strung together have continuity in a training class. Parent perceptions of different touch points during day would be important to emphasis, (drop off and pick up). These videos will bring tremendous value for the franchisees. Rich suggested there be line item in the KRK budget for future training videos. Internal and front desk training will bring significant. The goal is to produce the first two or three videos and then hand the process over to KRK Corporate and UNOG continue to oversee the process and create accountability.
Video Training Ideas: (this list needs to go under the training area of Portal)
Enrollment
Phone tour/Inquiry/1st Impression
1st Impression/Curb
Tour/Close/ Follow Up
Comprehensive participation
Retention/Referral
Pick up/Drop off - experience
1st Day/Week/Month - experience
How to stand out
Expectations (parent)
Operations
Time Management Hacks
Staffing Structure
Change Management
Owner Role Leadership
Teacher Common Pitfall Responses (handling and prevention)
Upset parent
Issue Resolution
Ad Fund Committee Phase 2:
Review Generators:
Rose Marketing will conduct a 3 month beta test for Sign Post and Podium to see the ease of use for schools and the number of reviews generated. This will be funded by the Ad Fund and then results published for schools to use in deciding which resource they would like to use with their own local funds.
Beta Testers:
Sandi Douget, Debbie Webb, Brian Glover, Paul Huff, Bret Beitler
NAP Consistency Tools:
Rose Marketing will research NAP consistency tools such as Moz or Yext and then conduct a 3 Month beta test. Schools for this beta test will come from Sasha.
Evolution of the UNOG Mission Statement:
V1:
Like minded Kids 'R' Kids owners speaking with a united voice seeking a professional and accountable relationship with our franchisor. We are partners in a business relationship and should be treated as such.
V2:
The mission of the UNOG is to provide like-minded franchisees a platform to share ideas and initiatives to improve the effectiveness of our individual schools as well as the brand as a whole.
V3 February 25, 2019:
UNOG’s mission is to represent the interests of KRK franchisees. We will act as a conduit between owners and KRK Corporate in an effort to align KRK’s investments with the needs of its franchisees.
UNOG Aspirations:
To guide / Influence KRK International
Be seen as partners
Give franchisees reasons to stay in franchise/expand
Represent owners’ interests
Communicate the owners’ interest to KRK International
UNOG Short Term Goals:
Launch Committees Priority - Garner participation, plan
Ad Fund (Incubator)
Curriculum
Training (video topics) Need more members
Operations
Marketing - Director/Planner - implementor
Robust Communication Plan
Owner Engagement
UNOG members to attend the Houston Owner meeting on May 8th
Next UNOG Meeting in Texas on May 9th
Round Table discussions regarding best practices and recruit committee members
Use MailChimp to send out communications and a No Reply GroupMe to announce the meeting
UNOG Meeting Agenda Ideas for the September 15 - 18:
Curriculum
Training
Ad Fund
Demographic marketing outline
KRK brag season
SEO/ Website Going Forward:
Accept Brian Brown’s monthly maintenance proposal and SEO strategy/Oversight of vendors
Woodall scope - does it come out of Ops money?
Tech Support
Report bugs
Ask questions
Budget for creative refresh
Timeline - semi annual, continual planning/evolution
Whose job - vendor/KRK VPM? Ad Fund oversight
Curriculum Discussion Points:
Must impress on tours
Must be seen positively by teachers
CLI
High quality, vetted source material - packaged KRK implementation
Suggestion was made to ask Susan Landry her suggestions on what she would recommend KRK to do in these areas: progress monitoring, teacher training, good curriculum.
Can CLI material be placed into lesson plans in the same format as the KRK teachers are used to using on a daily basis.
Tuesday Meeting Ideas shared with David and Sasha:
Vision/ Must Haves
Robust training capability
Marketing capability
Brand commitment - world class
Curriculum that sells the school
Living website (increase value)
Knowledge base (know how)
Systems
Crisis expertise
Source of business guidance
Items Discussed with David and Sasha
Paul shared his phone call tracking spreadsheet and suggested that examples of each item on the spreadsheet with examples. Rich mentioned an example of “why it is important to have an orderly classroom from 4:00 on so that parents feel reassured”. The videos should be small bits that when strung together have continuity in a training class. Parent perceptions of different touch points during day would be important to emphasis, (drop off and pick up). These videos will bring tremendous value for the franchisees. Rich suggested there be line item in the KRK budget for future training videos. Internal and front desk training will bring significant. The goal is to produce the first two or three videos and then hand the process over to KRK Corporate and UNOG continue to oversee the process and create accountability.
_________________________________________________________________________________________________
UNOG Agenda
February 21, 2019
Attendees: Rich Kernan, Paul Huff, Kurt Hutson, Sandi Douget, Brian Glover, Bret Beitler, Debbie Webb
Training Updates: Bret discussed the 4-day visit from corporate at his school.
Software Updates:
Ad Fund Update:
Social Media: The proposal was accepted and Rose Marketing begins the work on the KRK Facebook and Instagram on March 1 and then the Ad Committee can begin to work on phase 2 of the social media which will include Facebook ads. A great meeting was held on Monday at KRK with Woodall, Darlene and Ruth Ann and Katie Dundas.
Video Project:
SEO Strategy
Budget
February Conference Updates:
UNOG Conference February 24-26, 2019 – Atlanta, Georgia
Sunday, February 24th
6:30 pm Dinner at Marlow’s (Each person pays own tab)
Monday, February 25th
9-10:30— Video Project, Social Media, Future UNOG Meetings
10:45-noon— Ad Fund
Measurement & CRM
Budget & Accounting
Noon: Working Lunch - What are our goals/mission & UNOG Funds/Budget, UNOG Communication - Lunch provided by KRK
1-2:30— Website Going Forward/SEO Strategy
2:45— Curriculum
5:30 Dinner at Frankie’s (each person paying own tab)
Tuesday, February 26th
9:00 am-10:30am Operations, Training
10:30am Break
10:45 – 12pm Ad Fund Guideline Creation/Ideation (The Ad Fund Bill of Rights)
12:00pm-3:00pm Working Lunch provided by KRK - Relationship with Franchisees and Corporate Moving Forward
UNOG Finances and Budget:
Administration Items: Kate - send an email to the UNOG members about the upcoming meeting with Corporate.
Operations:
Curriculum:
Next meeting: February 25, 2019 at KRK Headquarters
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UNOG Agenda
February 14, 2019
Attendees: Rich Kernan, Sandi Douget, Paul Huff, Debbie Webb, Brian Glover, Julie Moye, Ruth Ann Rose
Training Updates:
Software Updates:
Ad Fund Update:
Social Media :
Video Project:
Bret reported that the scripts and budgets are all in progress of the signed off process. Peggy and Emily have been working on the scripts. Bret will share the scripts before the filming begins, Budget is around $2,000 so Sasha is very happy. Deliverables will include dynamic videos and check lists for internal school staff to follow to get desired results in sales. Bret feels the project has great information for school staffs. Filming will be done at a newer school in Texas. Project can be done by mid year. Initial video shoot date is May 8th. There was lots of discussion about keeping the videos creative.
Here are the video titles:
1) phone tour - the very first impression
2) beginning of the on-site tour- curb appeal, the initial greeting, smell, etc
3) The actual tour - curriculum, what makes us different, etc
4) The Close
5) The follow up
6) Teacher responsibility on a tour
SEO Strategy
Paul said Brian will have a proposal for the SEO issues and website maintenance. Brian is concerned some maintenance may be too much for his availability and that he would discuss it with Modern Tribe. Brian is glad to be asked to do the maintenance since he has not be impressed with the vendors he has communicated with handle customer service. News was received that Alex at KRK has resigned. Paul spoke with Chuck at CRM and learned that Ryan has left the company. Paul met with Chuck and his new sales person and they were able to exchange ideas about the needs of UNOG and KRK. The business rules and reports that Paul uses could be converted into a package. One idea is that members of UNOG received the package or perhaps KRK could pay for packages. Paul will have more details by the UNOG Board meeting.
Budget:
September Conference Updates:
February Conference Updates:
Rich suggested that the Board members mention in the meeting with David and Sasha the total dollars "in the room" of royalty dues and compare it to how money is spend. Each board member is requested to send to Ruth Ann their P &L royalty for 2018 .
UNOG Conference February 24-26, 2019 – Atlanta, Georgia
Sunday, February 24th
6:30 pm Dinner at Marlow’s for anyone who can make it. Time depends on arrival of flights
Monday, February 25th
9:00 - 9:30
High Level Goals and Objectives
9:30 - 10:30
Video Project
Measurement & CRM
Social Media
SEO Strategy
Budget & Accounting
10:45 - Noon
Software
Management software
Website going forward
1:00 -2:30
Curriculum & Operations
Training
2:45 - 5:00
Future UNOG Meetings
UNOG Budget
Tuesday, February 26th
9:00 am-10:30am Discussion of High Level Goals
10:45 – 12pm
School Security Protocol
12:00pm-1:00pm Lunch
1:00pm-3:00pm
UNOG Finances and Budget:
Administration Items:
Rich will work with Ruth Ann and Kate regarding how to use Group Me and the portal.
Rich will continue to work on the agenda with Ruth Ann.
Debbie wants to be sure there is a wrap up on the school security protocol. She spoke about the bill that is being addressed in Georgia.
Operations:
No chair yet for this work group at the moment.
Curriculum:
Julie gave an update about conference call yesterday. Sasha has agreed to meet with Lonnie and Susan Landry of CLI in Texas. Julie said Sasha s moving a way from Reggio concept due to the size of the KRK classrooms and it would be costly, So taking some components of Reggio might work but not full curriculum. The committee also gave Sasha input on programs like Letterland. Sasha was very open to all input. Sasha is still waiting on full report from Lynn University.
The report from Lynn University will be shared at the meeting with Susan Landry at the meeting. The meeting date is proposed for March. Julie will find out if the Lynn University report will be released to the UNOG Board.
Next meeting: February 21, 2019
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UNOG Board Meeting
February 7th, 2019
Attendees: Rich Kernan, Paul Huff, Debbie Webb, Maizi Chilton, Brian Glover, Doug Scherber, Bret Beitler, Ruth Ann Rose, Grant Chilton
Training Updates:
Software Updates:
Ad Fund Update:
Social Media Proposal -
Video Project: Bret reported that the video project the vendor is ready to go. Emily has been contacted on script writing at a rate of $60 an hour. Scripts will be run by Sasha before filming begins. Project may come in close to $1,500 and take 2 to 3 weeks. The shoot date could be possibly done in April or May. He feels confident this project will bring value to the school's management team and provide checklists for staff to use. He also is working with the videographer on script writing options.
He stated that Darlene and Sasha are interested in attending the filming and are glad to be included and consulted on the project.
Yoast:
February Conference Updates:
Ideas for the agenda for the UNOG Board Meeting meeting on Feb 25th and 26th meeting at KRK Corp are listed below:
Monday
Goals and Objectives
Cover Committees
Budget
September Meeting
Offerings to UNOG or Non UNOG members
Kick Start items
Membership and Benefits
Disaster Action Plan
Tuesday
Bring them up to date David and Sasha
Start time 9:00 am each day and end at 5:00 pm on Monday and 3:00 pm on Tuesday.
Group dinner on Monday at California Dreaming right after the meeting. Group dinner on Sunday at Marlos for those who wish to participate.
A loose agenda will be sent to David and Sasha only for Tuesday. Ruth Ann will ask them to have staff available on call but not in meeting unless requested.
Hotel recommendation is the Embassy Suites. If 10 rooms are booked we are eligible for room discount.
Ruth Ann will come up with a schedule for the team to approve.
UNOG Finances and Budget:
Administration Items:
Operations:
Paul spoke with Sasha about publishing the Owner's Building document on the UNOG portal. Debbie asked if the best practice document for disaster situations had been completed yet.
Curriculum:
Next meeting: February 14, 2019
UNOG Meeting Notes
Jan 24, 2019
Attendees: Brett Bietler, Rich Kernan, Sandi Douget, Julie Moye, Doug Scherber, Brian Glover, Kevin Kilgore, Paul Huff, Ruth Ann Rose
Training Updates: Rich shared his training template from the UNOG Portal. He spoke with Sasha about the resources available at KRK Corporate to be used possibly by his in house person who could produce a proof of concept. Bret and Rich have some overlap on the training videos. Bret spoke about his video vendor that is local in Houston. Brett will send out a sample of his video that was created.
Software Updates:
We are waiting to hear if Brian called Sasha to ask about the flexibility of the deadline and use the list of interested schools to use as leverage.
Ad Fund Update:
Bret showed the AD Fund scope chart and asked about process for approval for fund spend. He will visit with Sasha today about how that will work.
Social Media - Ruth Ann met with Sasha and she will visit with Darlene next week. Sasha seems favorable to plan.
Video: Bret went over the 6 video topics planned and Ruth Ann will add those titles to the scope chart. He spoke about the need to get schools “up to date” with their marketing and not look dated.
Yoast: Ruth Ann will meet with Rich and Brian Brown to go over a plan for YOAST and determine how it works with the panels of the website.
Rich mentioned that stock images are often used by multiple school franchises and can cause confusion in marketing materials. Sandi referenced Watch Me Grow.
Rich brought up the topic of how to have some efforts only available to UNOG members as a benefit of membership. He suggested that the first video project be funded by UNOG and to be used as a membership push. Rich also brought up that UNOG membership could count toward the amount of funds that schools are required to spend. Sandi asked if Sasha could tell what schools do not pay into the National Ad Fund. Rich spoke about Sasha’s push to collect royalties from schools that are now paying. He gave a local school example. Paul mentioned he thought it was a good idea to have the first videos paid for by UNOG. Kurt commented that we want schools to be UNOG members but having clear lines of who is taking part of the work will always be unbalanced. He brought up that the Ad Fund pay the UNOG membership fee and then school is a member. Paul suggested that the Ad Fund pay UNOG a monthly fee to manage the Ad Fund dollars.
Brian asked about if UNOG has a definition for how money should be spent. He also suggested that UNOG publish everything they create since the overall goal is to make the franchise better.
Kevin brought up that a product just needs to be pushed out to start building trust. He said the
UNOG Board retreat agenda should be published prior the meeting so that non members know what is going on and why they need to join.
February Board Meeting Updates:
Ideas for the agenda for the UNOG Board Meeting meeting on Feb 25th and 26th meeting at KRK Corp are listed below
Agenda:
Goals and Objectives
September Meeting
Curriculum
Budget
Offerings to UNOG or Non UNOG members
Kick Start items
Ad Fund Committee
Training Committee
Start time 9:00 am each day and end at 5:00 pm on Monday and 3:00 pm on Tuesday.
Group dinner on Monday at California Dreaming. Group dinner on Sunday at Marlos.
A loose agenda will be sent to David and Sasha only for Tuesday. Ruth Ann will ask them to have staff available on call but not in meeting unless requested.
Hotel recommendation is the Embassy Suites. IF 10 rooms are booked we are eligible for room discount.
UNOG Finances and Budget:
Administration:
GroupMe is set up for the Ad Committee and Board
Operations:
No chair yet for this work group at the moment.
Curriculum: Sandi and Rich expressed concerns about how the curriculum choice is vital for UNOG involvement. Julie is concerned about the deliverable for the school with Reggio. This project should be treated the same as the website project where expertise may be lacking. Lynn University was paid $50,000 to evaluate curriculum and they are Reggio based. Julie concerned about how much input UNOG has in this decision. There was agreement that even with the committee members, there is still not enough expertise. Sandi and Julie mentioned an outside project manager for this job since UNOG knows more about what customers expect. Kevin feels that boxed curriculum we lose the ability to sell the curriculum supplements as differentials. Rich mentioned we need a curriculum that gives marketing potential for tours. Outcomes of the curriculum deliverables are important and parents want children to also have social skills for their next stage of public or private school. Teacher ability also has to be considered in choice of curriculum. Julie suggested we give Sasha list of curriculum supplements used and the resources requested. Sandi’s curriculum person, Megan is going through the curriculum and paying for her time with UNOG funds was suggested.
Next meeting: Thursday, Jan 31, 2019
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UNOG Meeting Notes
January 10, 2019
Attendees: Rich Kernan, Paul Huff, Sandi Douget, Debbie Webb, Bret Beitler, Brian Glover, Julie Moye, Ruth Ann Rose
Curriculum updates:
Julie wants to have 2 meetings a month and Ruth Ann will help coordinate those meetings. Meetings will start on January 16. Julie is going to meet with Lonnie about Curriculum. Julie is going to Reggio training the week before the February meeting in Atlanta.
Training Updates:
Debbie wants to join this committee.
Software Updates:
Brian was able to negotiate lower ACH with Brightwheel. Debbie talked about the billing functionality of Brightwheel. There is limited ability to track multiple discounts applied to one families accounts. She likes the user interface and the billing plan start date cannot be changed once set. She did report the date change bug to Jamie the rep. There is not auto pay for late payments or pickups on automated basis. Notes section still not available and there is not integration to hook to Quickbooks. She is also seeing shortages is Smartcare as well. Kurt sent out a the list of issues or features out regarding Procare conversion. Paul forwarded the document to everyone. Per Rich, Procare did lower their price back to the original price. He also gave insights as to how to do the conversion to Procare. Paul feels that the deadline for Procare of January 31st is flexible if schools contact Procare individually. Brian will call Sasha to ask about the flexibility of the deadline and use the list of interested schools to use as leverage.
Ad Fund Update:
Bret did talk to Kurt and Ruth Ann to get some background information. He will find out if the fund management has been loaded into Quickbooks and the balance. Paul suggested monthly reports to be shared initially with the board so the format can be set before it goes out to the other owners. School leads audit is needed. There was discussion about should the Ad Fund pay for this work to be done for owners. The ad funds needs a list of what the webmaster and website support companies are responsible for doing for the sites. Paul will try to get that informationInitial ideas to help with digital local marketing (NAP, review monitoring, YOAST SEO plugin). Regional landing pages need security certificates. Ruth Ann will check on this with Tracy. Phone training (bank of recorded calls) would be a good idea. Bret requested input on how to keep the process simple, prioritized and achieved. Bret will meet with Sasha to build the framework for this process. Rich asked that Ruth Ann to talk to Tracy about the ownership of domains. Brian is willing to serve on the committee to help keep discussions and needs presented in layman's terms.
February Conference Updates:
Kevin's idea had been to have a planning Meeting 1st day board meeting and second day with KRK Corp.
Then those meetings could be used to plan a board retreat. Ruth Ann will check on Feb 25th and 26th availability at KRK Corp for the board room.
UNOG Finances and Budget:
UNOG has not filed Franchise Tax returns since UNOG is based in Texas so Paul is looking into this issue and will help Grant with the issue. Paul can get the Membership dues updated monthly and send to Ruth Ann to post on the UNOG site.
Administration:
Paul updated the UNOG text thread. Ruth Ann to set up a Group Me for the UNOG Board. Ruth Ann and Rich will meet to be sure the Portal is easy to use.
Operations:
No chair yet for this work group at the moment.
______________________________________________________________________________________________________________________
UNOG Meeting
January 3, 2019
Attendees: Brian Glover, Maizi Chilton, Ruth Ann Rose, Debbie Webb, Kevin Kilgore, Grant Chilton
Administrative: The UNOG text thread needs to be updated. Ruth Ann will work with Maizi to get it updated.
Curriculum and Training updates:
Julie wants to have 2 meetings a month and Ruth Ann will help coordinate those meetings. Ruth Ann needs a list of attendees for the meetings. Meetings will start in January.
Software Updates:
Was Brian able to negotiate further with Brightwheel? He has a call into them before the holidays and will follow up again.
Did Kurt will get the list of issues or features out to everyone?
Ad Fund Update:
When will Bret and Cindy meet?
February Conference Updates:
Did Sandi get responses from everyone for the hotel rooms?
Who is setting the agenda? Is this meeting going to happen? Several people were concerned that more people had not signed up yet. With out about 30 attendees the consensus was that the meeting should not occur as planned. Debbie mentioned that there should be more emphasis on getting committee members signed up. Kevin suggested the meeting be changed to a one day at the corporate offices with corporate staff to get those staff members involved. Debbie suggested a one day Board conference to plan for the year. Kevin suggested a meeting in May to see how the KRK Corporate staff and committees to keep that work going and then the meeting in Boulder would be more productive. Brian liked the idea of a board meeting in Atlanta and a second day with Corporate. Debbie suggested that someone calls the people who were interested in being on committee. Brian suggested that Board members do the recruitment for the open committee chairs. Kevin will write an email with his suggestions for a meeting plan, goal and thoughts behind his suggestions.
UNOG Finances and Budget:
Was Paul able to connect Grant with someone to help answer Grant’s questions about the Franchise Tax?
Was Grant able to connect with those members who had open balances?
Should balance information be on the portal or just member names and contact info?
Operations:
No chair yet for this work group at the moment.
Next Meeting January 10th, 2019
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UNOG Meeting Dec 20th
Attendees: Maizi Chilton, Paul Huff, Kurt Hutson, Bret Beitler, Ruth Ann Rose, Debbie Webb, Doug Scherber, Grant Chilton
Curriculum and Training updates:
Julie wants to have 2 meetings a month and Ruth Ann will help coordinate those meetings. Ruth Ann needs a list of attendees for the meetings. Meetings will start in January.
Software Updates:
Brian able to negotiate further with Brightwheel? Brian not on the call. Bret spoke highly about his Procare conversion when he bought his school. He said their support team was always helpful and fixed things quickly. Kurt said his files were converted quickly. He did not know what files they converted but Lindsay knows. He did not think that notes or details about balances were converted. Debbie had questions and will call Lindsay about her experience. Kurt said the primary guardian conversion was not clean nor was the shot records converting cleanly. Bret said he was confident after the conversions that the parents would appreciate the system. Debbie spoke with SmartCare more and feels it has more features than Brightwheel but Brightwheel is more user friendly. Kurt feels Procare is clunky and took 16 clicks to fix one item. He does like the affective tools and once they learn the system they will be fine. Kurt will have a list of issues or features out to everyone next Thursday or Friday. Paul wants to see that list before he ties down his date for conversion. Kurt joked that it was good to be the guinea pig!
Ad Fund Update:
Bret did not hear from Rich but he will reach out to Cindy directly after the first of the year. Kurt will send Ruth Ann Cindy’s presentation to load onto the Portal.
February Conference Updates:
Sandi will be leading the planning. Total count interested is 22 owners. Sandi is getting the quote about pricing. Kurt proposed keeping the agenda relaxed and only meet a few hours in the morning, few hours in afternoon and have a long lunch. Perhaps have workshops with one topic so that people can either be in a work group session or a workshop. Perhaps Steven and Paul could hold a workshop on CRM and how they tie that into employee compensation. Bret likes the idea of starting the year out with relaxed atmosphere. Paul is willing to do a workshop. He suggested a meeting about the Ad Fund. Maizi suggested Julie might be able to talk about the Reggio curriculum.
Debbie suggested a time when new people could just ask questions. Debbie suggested talking to Corporate about a team that would create training videos and perhaps this could be discussed in one of the meetings. Ruth Ann was asked to attend. Sandi will send out the details about the hotel. Hilton Ziva is where the conference will be held.
UNOG Finances and Budget:
Grant met with Frank and got access to all the banking and Quickbooks. He is dealing with the Franchise tax situation. Paul said he deals with the Franchise tax all time and he will step in an help with investigating the issue. Grant received a list of those who had balances and is working to get into contact with them to get the balances cleared up. Maizi talked about the process of how she gets people signed up with the ACH draft.
Operations:
No chair yet for this work group at the moment.
There will not be a meeting on December 27th. We will try to meet on January 3rd.
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UNOG Meeting
December 13th
Attendees: Rich Kernan, Julie Moye, Paul Huff, Brian Glover, Bret Beitler, Doug Scherber, Trung Nguyen, Kurt Hutson, Ruth Ann Rose
Rich gave overview of the site. Trung agreed to participate in the Operations leadership with Paul. Lynn had to resign from the Board. Kurt will reach out to Gary Hadley to see if he would like to serve on the board.
Kurt suggested that Ruth Ann be involved in the Ad Fund Committee and that other committee chairs can decide if they need support. Ruth Ann will get with Julie on the amount of support she needs.
Curriculum and Training updates:
Julie spoke with Sasha regarding Reggio and reported the suggested that people could continue to use the current curriculum or have the option to use Reggio. She does not want to waste time exploring options if Sasha does not want to use anything else. Sasha did ask Julie to evaluate all the supplemental packages curriculum applications that owners used so that perhaps a negotiation could be done with those vendors to get better pricing so those items could be added to the agenda.
Paul suggested the Curriculum group has a regular meeting set up with Sasha to keep the project going and to get the best results. Kurt talked about Susan Landry, Children’s Learning Institute that provides free information and testing that Julie might want to look into for ideas and training videos. This group is limited to Texas and lower income and they want more data so it might be a natural reciprocation relationship. Rich spoke about how important it is to cite information from such sources in tours to help close the deal. He encouraged Julie to get Sasha to realize how much she is already spending on a curriculum department when she weighs the cost of a curriculum company. Paul was glad for the reminder that CLI has a study on curriculum that can be referenced. He also said that he and Tammy had researched Reggio and found that they really liked it. Julie said it is great for experienced teachers but for those teachers that are new and not trained, Reggio will be difficult to follow since it is an approach and not a deliverable.
It is a child lead curriculum that is project based on what the child already knows. Julie is going to a two day training in February in North Carolina with Sasha. Part of the training involves learning how to convert to Reggio. She can report results at the Houston UNOG conference.
Paul spoke about a program with school districts that tracked outcome how children did beyond preschool but access was lost. Kurt thinks this program is not operating any more. Kurt will work with Julie if she needs a Texas school to be involved in curriculum questions.
Software Updates:
Brian said he talked with Sasha. She is handling the Procare negotiations. Brian will handle the negotiations with BrightWheel. He is confident the prices for Brightwheel will be approved. Corp approved Procare, BrightWheel, LifeCubby, Smartcare.
Ad Fund Update:
Paul suggested after the first of the year, Ruth Ann, Bret, Rich and Paul should begin the Ad Fund meetings. Cindy’s strategy, budget, and past history should all be discussed. Ruth Ann will send out meeting note. Bret available after the 7th.
Rich told Bret that Training and Marketing will need to work hand in hand. Ruth Ann suggested a two week study on school phone calls and rating those calls. Then Ad Fund dollars could be developed to help schools with that area of training. Targeting a few schools to do project with might be a good place to start. Paul said his schools have trained for a year on phone skills but still is flabbergasted at how phones are handled. Rich will set up a short meeting between Bret and Cindy.
February Conference Updates:
Date and location - 20 response to survey 16 would attend in Cabo and 5 would not but those could be due to other plans already. February 24- 27 are the proposed dates. Responses tended to imply people were interested in the relaxed atmosphere. Julie asked how owners would handle the issues of directors who are part of the curriculum committee? Kurt suggested that only owners attend. Kurt will talk with Kevin and Sandi about plans.
UNOG Finances and Budget:
Rich will reach out to Grant regarding budget setting.
Rich mentioned that expectations need to be set with members that this is a “Do- Acracy” and that members need to realize that the Board is not employees of UNOG. All members need to be active in helping make change.
Operations:
Trung agreed to participate in the Operations leadership with Paul.
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UNOG Meeting Notes
December 6th
Attendees: Paul Huff, Maizi Chilton, Debbie West, Grant Chilton, Brian Glover
Minutes:
Paul and Maizi discussed the UNOG conference being possibly the end of February.
Debbie brought up if there should be some kind of new member orientation and structure/
There needs to be an email about who is new on the Board and regular meeting invites.
Paul will talk to Ruth Ann about this issue.
There was discussion regarding software: Brightwheel, Procare, Kangaroo Time and others, but each has holes they say they are fixing. Paul is going with Procare and will wait until the new players get farther along in their programming. He is not happy that Procare cannot scan checks. Grant pointed out that mobile bank deposits could still be done but the checks have to be manually added to Procare.
Debbie said that Smartcare had a limited Parent app but she wanted to know what Misha, (Paul’s AR person), thought about the holes that were in Smartcare. Misha visited with Seth about how he uses the system. Debbie had talked to Seth and his director a few months ago and they said the system worked as well as Procare.
Maizi and Grant already joined Procare 3 years ago but was hoping that Brian and Sandi would tell more about BrightWheel. Brightwheel doesn’t have a comment field for comments about parents and notes and did not seem willing to develop that feature.
Misha joined the call and discussed her evaluation of Smartcare. The money comes faster to the schools within 24 hours and gets a daily email report that can be downloaded into a spreadsheet. There were more steps on the school level it appears to be chaotic since families struggle to use the system and there are multiple steps involved in money collection. She felt if could improve in a few years with the feedback they are getting. She feels the business interface of Smartcare has more steps than SchoolLeader. Procare seems easier than School Leader to Misha. Smartcare continues to bill families after than disenroll. School leader knows how to stop the billing after disenrollment. Smartcare can track vaccinations. Brightwheel does not have vaccinations either. Brightwheel has intuitive user interface, but no comment section since they had not heard it was important.
Seth does not track employee records for payroll so Misha could not evaluate that aspect. Seth is also not using the Smarcare engagement app.
There needs to be more explanation of how to use the UNOG site.
Brian asked about what others think about the new site. Brian said on his phone the site is not laid out well. He is having his staff go through his site to record issues he will send what he finds to Ruth Ann.
Brian said at the North Carolina regional meeting there was lots of discussion on software. He expressed concern about a plan to spend the national ad fund. This lead to more discussion about the clerical aspects of how the UNOG meetings are run. The UNOG site does not have permissions set so Paul could log in and share his screen.
Paul will be reaching out to Bret to give him history of the Ad Fund.
Debbie asked Brian if he could talk to Brightwheel about a note section. He did relay that concern to Jamie at Brightwheel. Jamie is now revisiting the issue since she now knows the comment section could be a deal breaker for many schools. He asked Debbie to talk to him further about how Debbie uses that feature so he can relay it to Jamie. Brian thinks the safe bet is Procare with easy migration. But he wants something that the customers can use well so he is doing a demo on Brightwheel.
Brightwheel appears to be approved by Sasha and Brian was unaware of the approval and thinks there is more negotiation that could be done with BrightWheel. He asked Sasha if she wanted help to get a better price for Brightwheel and she agreed, He feels like corporate could have used help negotiating pricing for the four software choices.There is less leverage for pricing now that schools have already started signing up.
He feels that KRK needs help with negotiation and procurement. Sasha seems agreeable to do receiving help. It was suggested that perhaps Alex at KRK could help with pricing since he did a good job on the website project. By the end of the week Brian and Sandi should make up their minds about Procare or Brightwheel.
Paul is sending charges for Brandon’s trip to UNOG. Grant is still waiting for all the financial information for UNOG from Frank. He has been working on cutting back on bank fees. Grant said Frank was going to contact him Friday regarding all the banking issues. The cost for Brandon to attend was $3,700 instead of $5,000.
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UNOG Meeting Notes
11/29/18
Attendees: Kurt Hutson, Paul Huff, Julie Moye, Sandi Douget, Brian Glover, Ruth Ann Rose
Absent: Maizi and Grant Chilton, Lyn Nguyen, Doug Scherber, Kevin Kilgore, Trung Nguyen, Brett Beitler
Minutes:
Discussion was had about who should be on the call each week since this is a large group. No definitive answer was reached. Trung and Kevin were left off the reminder for this meeting. Brett was included but Kurt thought we should include him next time when we had more ideas for the Advertising Committee. He will need a history of how the national Ad Find has worked in the past.
Rich wants to have Mary Mirnob, his new hire, be a part of Julie’s Curriculum Committee and Training Committee and Sandi wants Meagan to be a part as well since she used to write curriculum for Primrose. Rich is working on a training template. Guidance should be sought from other schools that have expertise in training for classroom transition.
Ruth Ann will dive into organizing the UNOG site and will need Maizi to send the most updated member list and a list of open balances.
Kurt suggested a database of training documents and videos should be created. Rich suggested that a few examples could be created and sent to corporate so they could catch the vision of how the training could be created. Julie suggested that real video of real classrooms work work best. Kurt mentioned the database of E Circle and TSR Ready programs could be useful. James Lucas at KRK Corp was brought on board to revamp KRK training.
Rich suggested that it would be good to have KRK staff on the work groups so that all efforts are targeted jointly.Julie wanted to know if there were travel funds set aside for Board Members to travel for strategic meetings. There was agreement that travel funds were a great idea but the budget for the year needed to be set first. Attempts could be made to make the most of times when member are gathered and have multiple groups meet.
Rich asked Julie if she could work on having training teachers to “show off” curriculum during tours as Peggy does on tours.
Julie will talk to Sasha on December 3rd to lay groundwork regarding Curriculum and how the work group can be part of the process.
Rich said that Sasha and David spoke about how they would have to spend $3 million for a new proprietary curriculum and that Sasha thought it should be written in house. Kurt feels the conversation should be started again since a curriculum company that specialized in curriculum would most likely turn out a great product.Rich suggested looking at other long existing schools (locally owned) to see what they are using. Paul mentioned that the FF&E package is about $200,000 and perhaps curriculum could be part of that package. Paul wanted to know what current FFE cost is currently. Should be a work group to study what is included.
Julie will speak to Lonie since he is willing to help with curriculum exploration and share his knowledge. Goal is to have the best reputation for academics and to convince Janice of this mindset. Rich said Peggy shows the methodology and structure of curriculum on tours.
Trung was suggested for Operations work group with Paul. Rich will ask him.
Cindy Knezevich started a new job and give suggestions on someone who could give marketing direction..
Ruth Ann will create agenda’s moving forward for the meetings and be sure that all members invited.
Rich is still talking to Sasha about the Owners manual that John Rose create a few years ago.
Kurt is looking over Operations Manual and it could be put on the UNOG site.
Sandi and Kurt reported initial thoughts about the next conference being at an all inclusive with a fun atmosphere. Kurt is speaking to Gary Hadley about location ideas. Discussion about members willingness to attend such a meeting. The conference could be work group oriented and be three hours in the morning and three hours in the afternoon.
A strategy is needed to make UNOG membership valuable.
Brian is looking at BrightWheel and looked at SmartCare. He has not looked at Procare yet. He wants something forward thinking like BrightWheel. Sandi feels BrightWheel is intuitive and is working with a demo copy at the moment. Brian feels more negotiation is needed to get pricing for SmartCare andProcare and ACH fees lowered.
Rich is willing to give Procare demos and give run down on the platform.
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UNOG Meeting Canceled on Nov 22 for Thanksgiving
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UNOG Meeting Notes
10/4/18
Attendees: Paul Huff, Sandi Douget, Brian Glover
Absent: Rich Kernan, Frank Bennett, Maizi Chilton, Linh Nguyen, Debbie Webb, Kurt Hutson,
Minutes:
Sandi says 10 more rooms are required to make the room blocks. There are several who have registered that she cannot identify and she will send those names to Kate to see if Kate can identify those individuals. Sandi needs to finalize food and outing plans this week. Paul suggested that we should compare the list of members to who has registered. Make sure they are all members.
Sandi asked if anyone else was struggling with new finger print laws, and Paul and Brian are going to get with their directors about it.
Brian and Sandi talked about doing demonstrations with Bright Wheel and Smart Care.
There was discussion on reorganizing the agenda so Sasha could get a little more time at the meeting.
There was discussion about negotiating a contract and processing fees (not exactly sure what vendor was under discussion).
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UNOG Meeting Notes
9/27/18
Attendees: Cindy Knezevich, Paul Huff, Kurt Hutson, Debbie Webb, Sandi Douget, Brian Glover
Absent: Rich Kernan, Frank Bennett, Maizi Chilton, Linh Nguyen,
Minutes:
Cindy shares her presentation. Discusses how other child care brands are growing faster than KRK. She thinks we should think about a national branding soon but let’s focus on local marketing for now. Discussed the segmentation of types of customers: New moms, duel income parents, working parents, etc. Cindy also showed that KRK isn’t growing as fast as some other companies. (Please see her presentation, attached). She stressed the importance of social, hyper local, mobile advertising. Most common search is “near me.” She also stressed leveraging reviews. She suggested radio ads, radio is actually coming back for millennials. Discussed how she imagine the ad fund budget could break down. Discussion about what level would handle social media. There will be lots of discussion about this budget at the conference, Paul will schedule time for this.
Conference Notes: Sandi says that we will need to expand our room block. Sandi asked if we have time slots, Paul said they will be done tomorrow. Menus will be finalized by Oct 8th. Things are going well!
SchoolLeader: Sandi asked if anyone has looked at BrightWheel. Could cover Tadpole and Schoolleader. Kurt doesn’t want to switch both systems right now. Rich and Paul would like to get Sasha involved with ProCare.
Next Meeting: October 4, 2018 10am CT
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UNOG Meeting Notes
9/13/18
Attendees:
Debbie Webb, Kurt Hutson, Brian Glover, Sandi Douget, Rich Kernan,
Absent:
Paul Huff, Maizi Chilton, Frank Bennett, Linh Nguyen,
Minutes: There were some frustrations with Zoom today. (Ruth Ann and Kate think we have solved this problem. There is only one call in number and link now. We will send this out weekly.) Only 10 people are registered, only Sandi and Rich have registered. Kurt claims he has, but Sandi doesn’t have him on the list. Sandi talked about UNOG at the Atlanta Meeting, may have gotten a new owner to join UNOG (KRK Lawrenceville, I believe). She also told the UNOG group about the School Leader change. Lots of discussion about who is the best: ProCare, Tadpoles, Kangaroo Time. Currently: 83 Schools on SchoolLeader, 54 on ProCare, 2 Kangaroo Time, and 1 on ChildCare Manager. Sandi reminded everyone to register again. You can book extra dates by calling the hotel, or email Sandi to ask about it. Discussion on dealing with non-UNOG members coming to the conference. Rose Marketing Solutions is going to take on planning next years meeting. Procare needs to be a topic at the conference if they push the deadline.
RMS - Please send an email that states that you must be a UNOG member to come to the conference. Send an email to all non-UNOG members reminding them to come.
Paul and Linh - Please get an agenda outline done by middle of next week
Next Meeting: September 20, 2018 @ 10am CT
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UNOG Meeting Notes
9/6/18
Attendees:
Paul Huff, Kurt Hutson, Linh Nguyen, Sandi Douget,
Absent:
Maizi Chilton, Debbie Webb, Rich Kernan, Brian Glover, Frank Bennett
Minutes: A decision was made to become actively involved in researching options for replacement programs for School Leader since it was purchased by Procare and schools will need to decide by January 31st if they will stay with the unsupported program or move to a new program. This change will affect nearly half of the franchisees. Kurt discussed different options, and at this time, ProCare seems to be the best option. The biggest cons: no connections to Tadpoles or Preschool2Me and the ACH option is $0.75 a transaction. ProCare does integrate with ChildCareCRM. Linh said SmartCare might be a good option. Kurt says that ProCare has everything we need and reliable - “the Walmart” of the industry. There may be an “Amazon” coming soon, but they aren’t ready yet. Sandi is going to reach out to corporate about other schools’ management software/School Leader. Sandi will write out information, RMS will send out a survey to owners.
New Discussion Items: Put Paul and Kurt on Houston Agenda, Make Announcements about the ProCare switch at regional meetings
Some Discussion of speakers and hotel room blocks for the Conference
Next Meeting: September 13, 2018 @ 10am CT
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UNOG Meeting Notes
8/30/18
Attendees:
Maizi Chilton, Debbie Webb, Paul Huff, Kurt Hutson, Rich Kernan, Brian Glover
Absent:
Frank Bennett, Linh Nguyen, Sandi Douget
Minutes:
Sasha Vinson, Brain Brown, Brandon Tilus, Jose Diaz were on the first half of the phone call and the discussion was centered around issues involving what and how many pages of the new sites would have fixed/locked navigation tabs.
New Discussion Items:
Website updates were discussed concerning how to include a registration link for the conference onto the UNOG Conference site and how to make the hotel registration link more prominent. Registration updates for the conference will go to Maizi. A rough agenda will also be added to the site but the final agenda is being finalized by Paul.
A decision was made to become actively involved in researching options for replacement programs for School Leader since it was purchased by Procare and schools will need to decide by January 31st if they will stay with the unsupported program or move to a new program. This change will affect nearly half of the franchisees. Maizi will send out a MailChimp email to UNOG members to ask what program they use and what their intentions are regarding this issue and requesting volunteers to be part of the research process.
Paul will work on trying to negotiate pricing options and extending the deadline. He will work with and share information with Sasha Vinson. Kurt Hutson will be researching other options available. Once more information is available, an email will be sent to the UNOG members.
Next Meeting: September 6th, 2018 10:00 Central