In an effort to help my fellow chairs, I have set up this page with ideas and resources. I had three primary goals last year:
1) Increase engagement and retention
2) Cultivate referral sources to lessen my time spent recruiting
3) Enhance my own productivity to recapture time
The results and ongoing activities are listed below. Feel free to reach out to me if I can help in any way.
How do I increase member engagement and retention?
Build a Resources page for members
Highlight Vistage membership benefits and build a checklist to increase activity - Benefits page
Create a new Check in sheet to surface topics, clarify focus and identify issue trajectory
Hosted Robin Stanaland in my highest performing group and asked her to provide feedback.
Conducted and Armed and Dangerous exercises on all groups
How do I accelerate the number of quality referrals and spend less time recruiting?
Referral only: I am 100% referral only. I only take candidates who have a member sponsor.
Screening process: 20 minute call > 90 Minute in person > attend with signed app > yes or no
Recognized with a Mentor Award - Tech Titans
Produced a video series - Videos
Build referral sources - Trusted Advisor Group (launched in November 2016)
Downgraded my first CE group to SB leaving me with TA > Key (hybrid) > SB > CE + Coaching
How do I become more efficient and effective with my time to work less?
Calendar EVERYTHING (meetings, 121's, travel time, calls, gym, dates with wife, time with kids, naps...)
Teach a class on Time management and productivity to learn new ideas
Know what an hour of my time is worth and track utilization rate, time invested in service and my hourly rate
Use Pipedrive to track prospect nd funnel management
Use the Tile App so you don't lose things
Take a sabbatical month (Mine is July)
Utilize the #1 tool for follow up: Follow Up Then. Helps put things where they go and when the go
Scan everything: Fujitsu ScanSnap i500 Scanner
Read Getting Things Done once a year
Complete a Reflections document annually to assess what worked and what didn't
Set goals, make them public using a Goal Worksheet
Drive a Tesla so you don't have to waste time buying gas! (Plus it has and has tons of storage) :)
And coming in Spring of 2017, my version of Jack Daly's Swim Coach: