AIESEC San Diego

Q3 Board of Advisors Meeting

September 9th, 2014

5:00pm

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Table of ContentsWelcome Statement……………......…………………….4

Mission and Values of AIESEC…………………………5

About AIESEC U.S……………………..…..…………...6

International Update……………………………………..7

National Update…………………………………...……..8

Current AIESEC Structure……..………………………..9

Local Committee Structure……………………..………10

Introduce AIESEC product- ICX …………….…….11-16

Introduce AIESEC product- OGX………….………17-18

Current Achievement…………………………….……..19

Local Committee Finance……………………...……….20

Q3-Q4 Goal & Direction Summary..…….…………21-22

Vision and Sales Projection for 2015………….....…….23

EB and BoA Contact Info……………….………….…..24

Introduction of BoA……………………………………25

AIESEC Acronym Appendix……………………….26-27

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Agenda

5:00pm Welcome and Introductions

5:10pm Major International and National Updates

5:15pm Review AIESEC Products and Services

5:30pm Local Committee Goal and Reality Updates

~5 minutes for VPs Strategies & Projects

5-10 minutes for discussion, as needed

6:15pm 5 minutes break

6:20pm General Discussion Topics

10 minutes each, as needed

6:45pm Closing

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Welcome StatementDear Respected Board Members,

I am so excited to have our first Board of Advisor meeting for AIESEC San Diego. I truly appreciate you taking the time to make it to our meeting!

AIESEC San Diego has worked continuously for the past 3 quarters to reach our goals, increase our partnerships in the San Diego area, connect with other AIESEC Local Committees in the nation, and most importantly to develop our members’ potential.

As we approach the new academic year, we would like to seek advice from experienced mentors in order to reach our full potential. I have designed this packet so that you can see our strengths and weaknesses as a local committee and become aware of how you can help us achieve our goals that we set for this year.

I want to thank you for being a part of our Board of Advisors. We believe that through this meeting, we can receive valuable feedback from an external perspective. With your feedback, I have faith that the board will make our local committee better and guide us in the right direction.

I invite you to look at the packet thoroughly and during the meeting please do not hesitate to ask any questions, comments, or concerns about our goals and progress. We, as the Executive Board, will promise to utilize all advice and feedback in order to develop global leaders and help AIESEC San Diego reach its full potential.

Thank you,

Harrison KaoLocal Committee President 2014AIESEC San Diego

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Mission and Values of AIESECAIESEC is an international non-profit organization that provides young people with leadership opportunities to develop themselves into global leaders that will make a difference in society. AIESEC is a French acronym for Association internationale des étudiants en sciences économiques et commerciales (English: International Association of Students in Economic and Commercial Sciences). However, the full name is no longer in use. Members come from a variety of college majors, not necessarily from an area related to economic or commercial sciences.

AIESEC's international headquarters is in Rotterdam, Netherlands. AIESEC US’s headquarters is in NYC, Wall Street district.

Our Mission:

AIESEC history and AIESEC US historyAIESEC History

The idea behind AIESEC started in the 1938, when representatives from schools across Europe exchanged information about various programs and schools that specialized in business and economics. Students were carrying out internships in other countries, but mostly on their own initiative, and it all came to a standstill with the onslaught of World War II.

In 1944, though, the neutral Scandinavian countries were still exchanging students. In Stockholm, Bertil Hedberg, an official at the Stockholm School of Economics, and students Jaroslav Zich (of Czechoslovakia), Jean Choplin (of France) and Stanislas Callens (of Belgium) founded AIESE. This was the predecessor of AIESEC,[1] which was officially founded in 1948. At the time, the organization's stated mission was “to expand the understanding of a nation by expanding the understanding of the individuals, changing the world one person at a time.”[1]

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About AIESEC U.S.In the late 1950s, AIESEC/Europe reached out to the United States and established contact with Yale University and Columbia Business School. In 1959 three students set up AIESEC chapters at Yale and Columbia and the result was a total of 12 internship exchanges through AIESEC’s program that summer. Back in 1963, AIESEC US hosted International Congress for all the AIESEC chapters around the world. President John F. Kennedy attended this International Congress as a speaker, and endorsed AIESEC’s impact. AIESEC US was also endorsed by Senator Robert Kennedy, President Reagan, President Nixon, President Carter, President Bush, and President Clinton.

One of the founders of AIESEC US, Lionel Simons, is an active AIESEC alumni currently living in southern California. He was also the founder of AIESEC UK and AIESEC Canada. He initiated AIESEC UCLA in the 1980s.

During the 1980s, AIESEC US had over 80 Local Committees throughout the nation and provided over 650 internships for candidates outside of the United States. Since the 2000s, AIESEC US’s performance started to decline due to major incidents such as dot.com bubble, 9/11, 3 years of internal conflicts, and the recent economic recession.

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International Updates AIESEC US retained its full membership, which requires a certain level of sales

(exchange and internship) contribution. AIESEC worldwide will implement a new project management system called GIS

(Global Information System). We will completely erase our old system by the end of November 2014.

President of AIESEC International 2014/2015 elected.

The current President of AIESEC International, Vinícius Tsugue, is originally from AIESEC Brazil. He was previously VP Global Operations of AIESEC International, and MCP(National Team President) of AIESEC Peru 12-13.

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AIESEC US National UpdatesRanking of AIESEC US in Global Plenary for 8/31/2014.

oGIP (OGX)

468 EPs Raised

170 EPs Matched

150 EPs Realized

oGCDP(OGX)

648 EPs Raised

454 EPs Matched

441 EPs Realized

iGIP(ICX)

111 TN Raised

66 TNs Matched

64 TNs Realized

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The new National Team (MC) started their one-year term on July 1st. The president of the National Team, Niels Caszo, was the former VP of Outgoing Exchange of AIESEC US.

Other National Updates

(Due to the limited time we have, we may not be able to discuss the updates below in detail)

This August we passed the new legislation that increased our Global Internship Program price from $500 to $600.

We have passed the new membership model We have passed a new financial model for AIESEC US AIESEC US now has a long-term growth guideline called growth model AIESEC US started to explore a different expansion strategy- Specialized Unit

Current AIESEC Structure

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Global Plenary (GP): refers to all 124 Presidents (MCPs) from different countries including the AIESEC International team. All of the AIESEC National Team Presidents and Vice Presidents (Member Committee President) are one-year terms. The official term usually lasts from July 1st to June 30th the following year.

AIESEC International (AI): is the global headquarters of AIESEC based in Rotterdam, Netherland. The entire team is also a one-year term excluding the Vice President of Finance (2 years position). The terms start from July 1st to June 30th as full-time, paid employees.

Under AIESEC International, there are 8 different regions with designated Regional Managers. AIESEC United States is under the WENA Region (Western Europe and North America Region).

Member Committee (MC): It used to be called the National Committee, but changed in 2001. Member Committee is a national management team that functions likes a corporation. AIESEC US Member Committee usually consists of 10-12 members. The national team works in New York City as full-time employees. They do national planning and translate the AIESEC International strategy into the Local Committee level.

Under the Member Committee, there are 7 different regions and 29 Local Committees (local office) and 7 start-up committees. AIESEC San Diego is one of the start-up committees that belongs under the West Coast Region with 7 other entities: AIESEC San Jose State, AIESEC Seattle, AIESEC Davis, AIESEC Arizona, AIESEC Berkeley, AIESEC San Luis Obispo, and AIESEC UCLA.

Local Committee Structure

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The picture above shows the basic structure of a local office.

LCP = CEO

VP ICX = VP Corporate Sales

VP OGX = VP Social Sales

VP TM = VP Human Resources

VP Comm = VP Marketing and Communication

VP F = VP Finance and Accounting

Below is the picture of the organizational structure we want to reach this semester

The position that is RED means we are still considering the position.

Introduce AIESEC product-ICXIn this section we will explain the two products that are our major revenue stream.

AIESEC is a leadership development organization. We develop global leaders through international exchange (internship). In order to provide or contribute professional internships to the global network, we have a department called Incoming Exchange-ICX.

At the local level, AIESEC acts as a talent sourcing company that provide J-1 VISA sponsorship program to the local companies and help companies to source international talent. These international talents are students from 124 different countries. We provide talent

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sourcing services and paperwork services in a cost-effective manner. The Incoming Exchange team is a department that usually has a sales division and a sourcing division.

50% of the contract (sales) revenue we generate goes to our National Team (MC)

Who are our targeted Clients?

1. Marketing internship candidates that focus on global sales, marketing, and expansion.2. IT internship candidates that focus on website development and software design.3. Supply Chain internship candidates that focus on global distribution.

In order to provide high quality internship experiences and maintain a good relationship with J-1 VISA provider (States Government), there are some requirements. We can only work with organizations that:

Have more than 3 million dollars in revenue per year

Have more than 25 employees

Be at least 3 years old

Have a 5:1 ratio of employees to interns

Provide a direct supervisor

The internship cannot be related to

1. Education: Teaching or any voluntary based internships are not J-1 eligible

2. Hospitality: This includes hospitals, hotels, and restaurants.

3. Defense: companies under government contract for defense or homeland security.

Introduce AIESEC product- Incoming Exchange (ICX)

In next few pages, we will explain

1. Our value proposition.2. Logistic detail of our services3. Entire process of our services and pricing structure4. 3 pages of our sub-products that we created for IT, Marketing, and Supply Chain

Value proposition and detail of services provided

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Process and Pricing Structure- Incoming Exchange

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Sub-Product for IT internship

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Sub-Product for Marketing Internship

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Sub-product for Supply Chain Industry

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AIESEC Product- Outgoing Exchange Besides helping foreign students find an internship in the United States, we also help US students find internships in a foreign countries. Our Outgoing Exchange department promotes AIESEC exchange programs in the local level, and assists students on finding an internship. We offer 2 types of internships:

Break down of pricing structure (50% of the revenue goes to corporate)

Exchange Fee Break Down PriceGlobal Citizen Application Fee $150

Match Fee $350Total $500

Global Talent-Teaching

Application Fee $150Match Fee $450Total $600

Global Talent-Marketing & IT

Application Fee $150Match Fee $600Total $750

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Value Proposition for our Outgoing Exchange 1. Cost-effective price 2. Deeper cultural engagement3. Personal and responsive service

Outgoing Exchange Customer Flow1. Program Promotion

- Local Committee will handle promotion process in the local area. This includes guerilla marketing, partnerships with the university, classroom pitches, information sessions, and social media/online promotions.

2. Search Opportunities- Students interested in our programs will be able to look for opportunities available

through our internship posting website. Students must have LinkedIn profile in order to browse in this internship posting website.

3. (Raise) Connect with students and local committees- Once the students feels AIESEC can offer them the experience they are looking for,

the student will need to place a $150 deposit for the paperwork process and the full support from the local committee. This process is referred to as “Raise.”

4. Apply- Once the $150 deposit has been received, the student will have full access and

support to browse internships in through our website. Students can apply to as many opportunities as they would like.

5. (Match) Finalize employment contract- Once the student has passed all interviews, and the local committee has processed all

the paper work, the student will be charge the remaining program fee (match fee). 6. Pre-departure preparation

- AIESEC Local Committee will give a “cultural shock” seminar to all exchange participants before leaving the country. They will gain knowledge about traveling abroad, cultural differences, and a positive mindset about the program.

7. (Realize) Arrive at the foreign country and start the internship- The AIESEC Local Committee in the host country will pick up the student at the

airport, assist them with all logistical work in the local area, and help them communicate with their employers.

8. Reintegration - Once students complete their internships and comeback to the United States, we will

host a “reverse cultural shock” seminar. This seminar will help the student readjust to their original lives.

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Current Achievements1. All three (3) members gain leadership development opportunities outside the local level

- Priscilla obtains VP Administration for AIESEC US Winter National Conference (Manage a conference that expect to have 400 attendees and $12000-14000 budget)

- Jolly obtains VP Sponsorship for AIESEC US West Coast Orientation Conference(Manage a conference that expect to have 150 attendees and $5000 budget)

- Harrison gets AIESEC US National Think Tank, and Conference Trainer for AIESEC in Japan

2. Successfully connected 40 plus AIESEC Alumni in San Diego

3. Hosted an AIESEC Alumni event with 20 attendees with positive feedbacks

4. Developed 3 university partnerships

5. Developed a fully structured project management platform (Similar to Sales Force)

6. Developed 3 foreign partnerships with AIESEC in Taiwan, Japan, and China

7. Connected with AIESEC alumni and helped re-launch AIESEC UCLA after 20 years

8. High customer satisfaction (Average 9 out of 10 high for customer survey)

9. Help a total of 5 (five) students find internships in Taiwan, Turkey, Colombia and China.

- Raised 5 students, while 4 successfully went on their internships

- Realized 1 reverse match from Turkey.

- $1123.20 pure profit

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Local Committee Finance Raised(Deposit paid)

Matched(Contract signed)

Realized (Started internship)

Pure Profit

Global Talent- Teaching

4 3 3 $805.8

Global Citizen 1 1 1 $244.2

Reverse Match

1 (No raise revenue) 1 1 $146.40

Total 6 5 5 $1196.4

Accrued Expense:

Fall 2014 promotion expense: $-150

One student insurance: $-21.25

Incoming revenue:

1. $500 SDSU Student Organization travel sponsorship2. $200 PwC Los Angeles reception revenue (Raised and Matched by AIESEC San Jose)

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2014 Q3-Q4 Goal SummaryIncoming Exchange

Traineeship Goal Actual(YTD)Raised 3 0Matched 0 0Realized 0 0

# of Sales Meeting Goal Actual(YTD)Attended 15 0

Outgoing Exchange-Global Citizen

Exchange Participants Goal Actual(YTD)Raised 5 1Matched 1 1Realized 1 1Outgoing Exchange-Global Internship

Exchange Participants Goal Actual(YTD)Raised 9 5Matched 6 4Realized 6 4

Team Members Goal

Team Members Goal Actual(YTD)Recruit 13 0Retain 11 0Total Team Members 15 3

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2014 Q3-Q4 DirectionFor the rest of 2014, we have decided to make our members our first priority and transform our local committee to an employee-driven entity. Rather than being a revenue or direct result orientated entity, we will focus on member education, construct partnerships, developing relationships with different stakeholders, and connecting with the National Team and other AIESEC entities.

In other words, we will be focusing on the following:

1. Talent Development2. Solidified Foundation

During the BoA meeting, each VP will present their direction and projects their teams will be focusing on. All projects and tactics are aligned with the stated directions

The figure below shows the organizational structure we envision

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Vision and Sales Projection for 2015Instead of developing members locally, we will encourage LC members to apply for roles outside the local level, such as national think tank, conference teams, and trainer programs.

We will utilize the partnerships we developed previously and transform verbal agreements to strategic collaboration, such as website endorsements, large events, and sales leads. 60% of the business development focuses on strategic collaboration proposals, while 40% focuses on developing new university partnerships.

Revenue Projection

Pure profit (Revenue after MC sharing)oGCDP (Volunteer Abroad) $3150oGIP (Internship Abroad) $4691.4iGIP (Internship Contract) $5480Sponsorship $1000Total $18801.4Team Members Goal

Team Members GoalNumber of members at the end of the year 32Member who participate role outside of local level 7Member who participate in exchange 5Spring 2015 Recruitment 10Fall 2015 Recruitment 15Member attend conference outside of USA 1Members attend Spring Regional conference 20Members attend Summer National conference 3Members attend Fall Regional Conference 20Members attend Winter National Conference 4Spring 2015 Retention rate 80%

oGCDP(OGX)

15 EPs Raised

12 EPs Matched

12 EPs Realized

oGIP(OGX)

12 EPs Raised

10 EPs Matched

10 EPs Realized

iGIP (ICX)

4 TNs Raised

3 EPs Matched

3 EPs Realized

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Fall 2015 Retention rate 85%

2014 Executive Board Contact InformationHarrison Kao Priscilla TangLocal Committee President Vice President, CommunicationSandiego-president@aiesecus.org priscillaftang@yahoo.com619-300-1729 510-673-9319

Jolly MateoVice President, Talent Management Jolly.Mateo@aiesec.net650-892-8764

Contact Information of Board of Advisors Shivan Shukla Heidi SaulsburySenior Skilled Trades Recruiter Regional Business ConsultantElwood Tradesmen TriNetshivanshil.shukla@gmail.com heidi.saulsbury@gmail.com

Michael CorrLecturerSan Diego State University mcorr@cox.net

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Introduction of Board of AdvisorsMichael Corr began his lodging career with Westin Hotels and Resorts where he held various property level positions from 1975 to 1985. Corr became an area marketing

director in 1985 and later Westin’s Chief Marketing Officer in 1988. Recruited to the InterContinental Hotel Group in 1993, Corr was the President of Crowne Plaza Hotels and later became President, for InterContinental Hotels and Resorts. Currently Mr. Corr is on the faculty in the L. Robert Payne School of Hospitality and Tourism Management at San Diego State University.

Heidi Saulsbury was the business development manager, and Local Committee President (3 years) for AIESEC San Luis Obispo.

She graduated from Cal Poly SLO with a Bachelor’s Degree in Marketing Management. She began her career at ADP Small Business Services as Sales Executive. In December 2012, she started working at Medtronic as a Territory Manager. Currently, Miss Saulsbury is working at TriNet as a Regional Business Consultant.

Shivan Shukla started in the AIESEC San Jose, worked on the US National Team, volunteered in Malaysia, and attended 3 international conferences in Estonia, India, and Kenya. His personal AIESEC goals are to help develop AIESEC San Diego, beat AIESEC San Jose in results, and chair a few conferences. His interests outside of work and AIESEC include exploring San Diego, startups, world cultures, reading, chess, Taekwondo, and spending time with his family.

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AIESEC Acronyms @ Common abbreviation for AIESECAI AIESEC International - The international corporate team for AIESEC

AD (ICX) Account Delivery - the team that helps company to source talents, and assists incoming student to do logistic supply like housing

BD Business Development- the team that conduct cold calling, sales meeting, networking event to develop partnership with companies

BoA Board of Advisors - A group of external that oversees the operation of a LC.

BoD Board of Directors - Group of external who are financially liable of the MC

Comm Communication Team

EB Executive Board- Composed of LCP and VPs

EP Exchange Participants- students who go on exchange

FACI Facilitator- People who provide coaching and training during the AIESEC conference

oGIP/GIP(Global Talent)

Global Internship Program- 6-18months professional internship program with pay

oGCDP/GCDP(Global Citizen)

Global Community Development Program - also called Global Citizen. A volunteer abroad internship program aimed at social impact and cultural engagement. Usually is 6-18 weeks

ICX Incoming Exchange - the team that develops partnerships and sources talent for the local companies

LC Local Committee - functions like a local office with own revenue and expense, like Sheraton Harbor Island

LCP Local Committee President/Branch Manager

Match(Ma) A stage that student and companies officially finalize the employment contract between two parties.

MC Member Committee - functions like a corporate headquarter. The national team that is responsible to manage all the LC, like Starwood’s headquarter in NYC.

MCP Member Committee President = CEO or President of USA region13-14 Steve Jordan14-15 Niels Caszo

NST National Support Team= A national think tank, that support MC’s

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projects and plans.OC Organizational Committee – a team of AIESEC students that organize

AIESEC conferences or eventsOCP Organizational Committee President = Event Manager

OGX Outgoing Exchange - The team that promotes AIESEC outgoing internship opportunities, assists students to find internships, and does customer experience management while students work abroad.

PAI President of AIESEC International = CEO of a company

Podio A 3rd party contractor that provides project management web platform

Raise(Ra) The stage when students pay the $150 deposit and show up in our international talent pool.

The stage when companies sign off on the contract, and the internship opportunities officially post on our job-posting page.

RC Regional Coordinator- Regional Manager

Realize(Re) The stage when the students arrives in the country or begin working for the company.

RoKs Regional Orientation Kickoff Seminar -Regional conference focus on new member coaching and training

SNC Summer National Conference - a 7 day national Conference, this year was at North Carolina, August 9-16

TN Traineeship Nominee - an organization that provide Internship opportunity

TM Talent Management = Human Resources department

TtT Train to Train - An AIESEC coaching program that train AIESEC members to become professional AIESEC trainer

WNC Winter National Conference- December till January,

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