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Growing and scaling your sales kickoff strategy with Morningstar [Video]

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Executive Engagement

Growing and scaling your sales kickoff strategy with Morningstar

šŸŽ§ Spotify: https://open.spotify.com/episode/4Ws2u7vUME3h4XcqLu4dZU?si=ibD0k_FBQ6er7aJAlaeMIQ

šŸŽ§ Apple Podcasts: https://podcasts.apple.com/us/podcast/growing-and-scaling-your-sales-kickoff-strategy/id1463322442?i=1000651290272

What are you doing to improve the effectiveness of your SKO event planning?

In this episode of Great Events, join host Alyssa Peltier as she dives into a discussion with Caroline DeCamp and Becca Martinson from Morningstar. They share their insights and experiences in planning and executing Sales Kickoffs (SKOs) and other large-scale events.

The conversation covers various aspects of SKO planning, including challenges related to attendance, scaling content regionally, engaging stakeholders, measuring event success, and planning for the future.

Whether you aim to make your events more inclusive, leverage AI for content creation, or effectively measure their impact, this conversation offers the guidance you need.

Here are a few takeaways:

ā— Implement strategies to accommodate demand to manage scope creep in event attendance effectively. It is essential to maintain exclusivity and relevance throughout the process.
ā— To enhance inclusivity in event experiences, implement closed captions and quiet areas for attendees
ā— To streamline event planning processes, improve efficiency, and facilitate data-driven decision-making, implement AI

Things to listen for:
[00:00] Morningstarā€™s SKO plans
[05:12] Sales kickoffs restructured to a regional focus = growth
[07:34] Piloted content scaling
[12:26] Approach sales kickoff as a full-fledged project
[15:32] Executive buy-in facilitates easier, more effective decision-making
[17:59] Methodology to prove ROI.
[22:11] Experimentation phase, creativity blossoming, & opportunity to grow
[23:51] Leveraging opportunities for executive engagement in events

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