Destination Partners

 

 

Celebrating

 

Over 40 Years of Resilience

 

& Competency

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Tuning Up for Sustainable Growth

2023-2024 Re-building years

What does Growth mean?

The company: Secure position and adapt for future

The team: Professional growth and reward

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Three Themes:

Reset Roles & Responsibilities 

Establish Team Competency & Protocols

Business Development: Retaining and Acquiring Clients

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Four Lenses:

 

1 -Our Team

Model

Competency & Agency

Supervision > Autonomy with Support 

Support & Reporting

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Management

Adam: President/ financials & strategies

Luisa: Director/ Overall Responsibility

 

Coaching

Sarah: Salesforce Advisor, Business Development 

Luciana: Operations Advisor

               

Evaluation:

2X year, assessment based on proficiency and results 

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Specifics:

Week Work Plan (name and Friday, circulation, format, one doc/ expand tabs

File Assignments LC & SN

Coordinating Team Support LC

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2 -Our Clients

Lessons learned / strategies for dealing with clients

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Guidelines

RFP Analysis/ Engagement 

Set expectations 

ABC

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​​​​​​​​​​​​​Specifics:

Proposal Cover memo

Hierarchy of communication

When to allow client communicate w/supplier​

Client Management:

 

Setting parameters for deadlines to send the complete group’s      - visiting schedule, including full details, adding services, single supplements, extended stays, etc., especially for the last-minute group requests where the group travels without all meetings or visits confirmed in advance.

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3 -Our Suppliers

Lessons learned / strategies for dealing with suppliers

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Guidelines:

Requests: Standardized? Multiple suppliers?

Purchasing and negotiation

              

 

Specifics:

Operations: Group meals without local coordination at restaurants we book directly: The possibility of including local coordination in the proposal cost (built-in price). Some restaurants do not answer our emails and the contact after confirmation is basically by phone.

SB confirmation sent to who at DP?

Supplier review

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4 -Our Systems/ Tools / Skill Sets

SF

Proficiency

New Proposal review

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Specifics:

who has access to what and what autonomy staff has to troubleshoot and reach out to support in each app?

Zoom

Wufoo

Mighty Call

English

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2024 Results

The Numbers

Client review 

Mistakes and Successes and lessons learned

 

2025 Goals

Retaining and Acquiring Clients

Tactics

The Brand

Our Process

Sales Force Lead App

Linked-In & Social Media (Premium Project Mgmt.)

Forum in Toronto

               

Team Wishes

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