So you read last week that we signed an agreement with the International Fruit Tree Association to become their full service management firm. This week was the official start date of that agreement and we have been chugging away at a LOOOOONG list of tasks to complete to make the full transition.
This is the first new client for whom I have been named the account executive, so while I've seen many new associations get transitioned in to the DrakeCo purvue, this is in many ways a new experience for me.
It becomes brutally clear right away that this simply isn't possible without a team approach. And part of our transition team is on vacation this week fishing in Canada ....grrrrhhh. (Jealousy rears its ugly head). We've mostly been dealing with transferring ownership of monies, bank accounts and working on getting an audit going. Dianne, our Finance Manager, has been helping with all of this. Thank goodness, because banking is not my strong suit. But that's kinda the point...we all have strengths and weaknesses, and we learn to rely on each other to compliment one another to get the job done right for our clients.
On a personal note, I'm also getting ready for my first duathlon on September 26. It's not a really long race, but it's making me a little nervous nonetheless. It's set up as a run - bike - run race so I'll be dealing with a whole different set of "transition" issues. HA!
Thursday, September 17, 2009
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1 comments:
Good thoughts about transition. Rick mentions one of the great upsides to the AMC model -- specialization. Although Rick may not fully understand the nuances of banking, our finance director does. If he were an individual managing the client as a stand alone, he'd be in the dark when it comes to banking or other facets of the transition. The DrakeCo team allows him to manage the people who know and understand the details. This allows the transition to move faster, smoother and more efficiently.
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