In an effort to help my fellow chairs, I have set up this page with ideas, tools and resources. 

I answer the following questions below;
1) How do I set and achieve goals in a shareable format?
2) How do I increase member engagement and retention?
How do I accelerate the number of quality referrals and spend less time recruiting?
4) How do I become more efficient and effective with my time to work less and focus on personal goals?

I hope you find this information helpful.  Let me know if I can help in any way.  Happy chairing!


1) Achieving goals has been at the center of my approach.  My Vision, Mission, Lenses, Core Values, Value of Time, Three Things and 2018 goals (along with a video) can be found at

piano 2017.jpg

Personal Goals for 2017 (results)
1.  Lunch/ Dinner with Jill every week, 2 date nights per month and 4 trips (completed)
2. Spend one full day, one on one time with each child and grandchild.  Consistently deepening relationships (incomplete, maybe 75% achieved)
3. Learn to play piano, practice 5 days per week (lessons weekly, not practicing enough but played at Christmas party!)
4. Gym 5 days per week, maintain good labs and fitness (4.3 x/week, labs great)
5. Complete outline and working title for first book (completed)

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Business Goals for 2017 (results)
1.   Maintain 90% capacity across four groups and coaching clients (complete 16, 17, 16, 21)
2.   90% attendance across all four groups (84.2%)
3.   Attend Chairworld plus five VCG meetings plus 10 hours training (attended 4 VCG, Chairworld and completed training)
4.   Improve Vistage Chair effectiveness score quarter to quarter (3 out of 4 quarters improved)
5.  Eliminate top ten time wasters (9 out of 10)

What makes a great Vistage member?

2) How do I increase member engagement and retention?

2018 Goals - All members set 3-5 business and personal goals, track in Bullet Journal for 121's

Increase group engagement - Business Canvas - Chair Reports - Core Values - Member Commitments

Built a Resources page for members

Created a Linkedin list of members to help them connect with each other (2734, 4446)

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

3) How do I accelerate the number of quality referrals and spend less time recruiting?

Lenses are guiding principles to keep us on track.

Referral only:  I am 100% referral only.  I only take candidates who have a member sponsor.  I use an automated recognition system (learned from Jack Daly!) to track and stay connected to my referral sources.

Member selection committees.  I have members meet with candidates before they attend.

Screening process:  20 minute call > 90 Minute in person > attend with signed app > yes or no

Join boards and increase community visibility - Tech Bloc - (websiteGetting Uber Back) - SA Works (website / press release)

Recognized with a Mentor Award - Tech Titans

Speak publically and often (Keynote, Smart Series)

I enhanced my website to highlight my competitive advantages (thanks Jaynie Smith!).  My website is built with Squarespace.

Produced a video series - Videos 

More group events and mixers - Craig Weber Event Recap - Promoting Upcoming Speakers 

Build referral sources - Trusted Advisor Group (launched in November 2016, generated 14 nominations and 7 joins in first 12 months).  The group focuses on business growth.  I have the Sandler Training CEO teach a 30 minute session each meeting.  We share funnel's, networking ideas, tools, techniques and build referral sources.

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Partnered with San Antonio Business Journal to present workshops and provide content >>>>

Downgraded my first CE group to SB leaving me with TA > Key (hybrid) > SB > CE + Coaching

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4) How do I become more efficient and effective with my time to work less?

Eliminated or reduced 9 out of 10 top time wasters by hiring a part time virtual Admin (5 hours per week)  Job duties listed HERE.  She also happens to be my daughter and mom to our grandson! >>>

Top Ten Time Wasters (bold = completed)

1.     Meeting prep and supplies – Done by admin.  Resets boxes, nameplates and group binders

2.     Member selection interviews – 100% referrals.  Staying with selection process reduced hours by 75%

3.     Driving - waiting for fully autonomous Tesla!

4.     Rescheduling 121’s and Selection interviews/ candidates – using ScheduleOnce.  Link is (for 121's) and (for 20 minute call)

5.     Coordinating speaker materials –Done by admin


6.     Member host scheduling - Admin sends "How to Host a Meeting" and make a list of venues available.

7.     Remembering things and staying organized - I use a Bullet Journal and text ideas, notes and actions to admin

8.     Orientation for new members – Sent by Admin.  Developed a "Welcome to Vistage" email

9.     Meeting recap and attendance – Done by Admin

10.   Sending out members resources – Built a collection of common resources at

The result of this is limiting 2018 to 200 workdays.  I use scheduling boundaries to keep me on track.

What's an hour of your time worth?

Created Google Maps of member locations to make 121 scheduling more efficient 2734, 4446

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 >>>

Utilize a Bullet Journal - Bullet Journal - Bullet Journal Quick Reference

 With my son rebuilding houses on San Antonio

With my son rebuilding houses on San Antonio

Use Pipedrive to track prospect and 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 everythingFujitsu ScanSnap i500 Scanner 

Read Getting Things Done once a year

Only look at email three times a day.  Follow my own email protocol.  Use Astro Email to maintain inbox zero.

Got a stand up desk and stand on a balance board to keep my phone calls shorter

Use Dropbox to store files and Evernote to store notes and reminders

Complete a Reflections document annually to assess what worked and what didn't

Avoid Distractions >>>

Set goals, make them public using a Goal Worksheet

Take Uber or Lyft a day a month

Drive a Tesla so you don't have to waste time buying gas!  (Plus it has and has tons of storage)
I use the "Frunk" for my mobile library

frunk library.jpg