Summary:

• 12-month membership to ClearAction Value Exchange for up to 1 person in customer experience, customer success, marketing and related roles.
  • Business impact: multiplier-effect on existing and future investments in technology and resources by increasing efficiency, effectiveness, scalability and influence of these roles.
    • • Increase follow-through, ability to prioritize, productivity of resources, employee engagement, strategic vs. tactical work, resource acquisition.
      • Maximize stakeholder satisfaction and cooperation, team collaboration, right the first time, job satisfaction, continuity.
      • Decrease project stalls, duplicated resources, redundant efforts, rework, employee turnover, partners’ workload/turnover (i.e. agencies, alliances, channel partners, etc.).
      • Cross–pollination: fosters mental-model sharing across managerial levels in support of succession planning, and across locations and entities toward diversity, creativity and unity.
      • Optional CCXP Renewal Credits apply to your use of Value Exchange resources. The Value Exchange also includes the 6 CCXP course modules.
      • Membership Agreement key points:  https://clearaction.com/membership-agreement/
    1. 1. 1. All information is for your internal company use only
          2. Show respect for everyone and their information
          3. Refrain from promoting any specific tool, brand, person or company
          4. Respect all intellectual property, copyright and other laws
          5. You are solely responsible for your interactions
             https://clearaction.com/privacy-policy/
  • 24×365 access to online platform for do-it-yourself solutions to growth (corporate, department and personal growth) opportunities specific to these roles.
    • My Exchange – learning path personally curated for each individual with at-a-glance recommended resources, with ongoing new content open-sourced from subject matter experts at-large and members.
    • Solve-Spaces™ — interactive templates for paradigm shift and personalized action plan in 20-30 minutes, including fast-track podcast and downloadable template.
    • Open Forum – discussion and artifact sharing on topics relating to (1) Getting & Keeping Customers, (2) Driving Growth & Innovation, (3) Driving Accountability & Commitments, (4) Creativity Within Boundaries, (5) Data & Metrics That Work, (6)  Getting Everyone on the Same Page.
    • Insights Vault – extensive library of resources absorbable and actionable in 20-30 minutes in an array of formats, with ongoing new content open-sourced from subject matter experts at-large and members: video, podcast, webinar, template, article, how-to guide, case study, infographic, presentation, study highlight, etc.
  • Weekly online interactive events include an action-planning template for same-day experimentation of lessons learned.
    • Webcast Conversations™ — 40-minute interactive online call with thought-provoking idea presented in 1 slide up to 5 minutes, followed by participant discussion for 5 minutes, repeated for total of 4 slides.
    • Community Calls – 30-minute facilitated conversation on a topic relating to the 6 categories listed above (see Open Forum).
    • Expert Presentations – 20-minute sharing by subject matter expert with up to 10 minutes Q&A.
  • Quarterly roundtables are in-person events in metropolitan areas (e.g. San Francisco, NYC, etc.).
    • Deep-dive exploration of a subject determined by local members, hosted at a member company’s conference room.
    • Expert-facilitated exercises culminating in action plan to roll-out in respective organizations.
  • Virtual conferences are conducted 2-3 times per year, with agendas and participants guided by member committees.
    • Series of 20-minute online sessions with 10-minute breaks, and other breaks, spanning time zones from Europe end-of-day to Australia start-of-day.
    • Member panels, community calls, member case study sharing, tweet chats, Webcast Conversations™, contests, awards.
  • Additional resources as they are added each quarter may include Collab-Spaces™ private to your company, SIG-Spaces™ specific to special interest groups, Virtual Taskforces comprised of other members of your company’s choice, deep-discount/gratis resources from open-source contributors, hybrid training/coaching from ClearAction Advisors, and anything else the Executive Leadership Board may recommend.
  • Quarterly Value Reviews provided for your executive sponsor, to connect the dots between Exchange engagement, employee behaviors, business impact and growth (corporate, department, personal).
    • Executive Sponsor Kit guides strategic context, baseline and ongoing metrics, expectations management, participation, integration with existing processes, and expanding impact.
    • Introduction Kit guides members’ use of full value of the Exchange, highlighting best practices to glean value through individual and group use of the Exchange.
    • Onboarding meeting (online or onsite) orients new members to embrace existing value and generate ongoing gains through individual and group participation.
    • Elevate Value This Week is a member newsletter announcing new resources and events, highlighting fellow members and opportunities.