R2C: Course Overview

An intensive review of the SMPS Domains of Practice for Professional Services Marketers.
Roadmap to Certification (R2C)

Roadmap to Certification (R2C)

Two-Day Course Overview

Held in Irvine, CA, the classroom portion of Roadmap to Certification will cover in-depth instruction on the following topics:

Day 1: November 8, 2017

12:00-1:00 p.m.
1 p.m.–4:15 p.m.
[A 15-minute break is included.]
I – Marketing Research
1. Types of Research
2. Marketing & Sales ROI
3. Surveys – Types and effectiveness of each
4. Forecasting – How and Why
II – Strategic/Business/Marketing Planning
1. Strategic Plan
2. Marketing Business Plan
3. Budgeting Methods
4. Risk Management – Prediction Maps, Scenario Planning
Day 2: November 9, 2017
7:30-8 a.m.
Registration and Breakfast
8 a.m.-4:15 p.m.
[A 15-minute break and one-hour lunch are included.]
III – Client & Business Development
1. Business Development Planning
2. Networking and Client Contact
3. Special Considerations Q&A/Wrap Up
IV – Proposals
1. Pre-Response
2. Proposals
3. Presentations
Day 3: November 10, 2017
7:30–8 a.m.
Registration and Breakfast
8 a.m.–2 p.m.
[A 15-minute break and one-hour lunch are included.]
V – Promotional Activity
1. Brand vs. Trademark
2. Strategy
3. Planning
VI – Management
1. Managing People
2. Managing Systems
3. Managing a BD/Marketing Culture
Post-Workshop Assessment
90-Day Study Plan:
Virtual Office Hours
Recommended Reading
Online Resource Library
Practice tests
Homework guide
Access to CPSMs for peer-to-peer tips
Virtual bulletin board