THE 1 ST ANNUAL
STAZCATION Agenda Saturday, September 28th 8:00 AM Full breakfast served* 8:30 AM EO Presentation - Dave Loaney & Board 9:15 AM Jason Rowley 10:00:AM Break 10:20 AM Danny White 11:20 AM Break 11:30 AM Eric Maddox 12:30 PM Lunch at pool area or hotel restaurants Free Time
STAZCATION Agenda 7:00 PM Cocktail reception with dinner* 8:45 PM Mark Cordes 9:15 PM Simon Winthrop 10:00 PM Evening event completed 10:00 PM Hospitality suites open for poker, etc Sunday, September 29th Breakfast reservations throughout the hotel with EO TBD prix-fixe meals*
What are the goals for this morning? • Help both our members and their significant others get a better understanding of EO • Global perspective • Chapter perspective • Introduce the Board and understand what they do • Understand what our goals were for the year • Lay out the theme for the year • Take a look at our EO learning calendar • My EO Summary • Introduce our Strategic Alliance Partners • Learn from three amazing speakers • Have fun and get to know each other
What is the end goal here? • Annual Chapter Event – I hope so • Important that our Members and Spouses understand as much about EO as possible • Vision, Mission and Chapter Objectives • The Chapter, Regional and Global Activities • Many Benefits of EO • I believe our chapter retention rates will go up as a result Overall Goal is Long Term Satisfied Members
EO’s Mission & Vision Our Mission: To engage leading entrepreneurs to learn and grow. Our Vision: To build the world’s most influential community of entrepreneurs.
HOW WE DELIVER THE MISSION 2012 IQL event, Richard Branson, Queenstown Richard Branson, Queenstown Keynote at 2010 EO University Keynote at 2010 EO University California University California University Peer-to-Peer Once-in-a-Lifetime Connections to Learning Experiences Experts Forum Universities Spousal Forum Mentorship Regional Conferences Insignia/Quantum Leap EMP / KEP Healthnetwork Fnd. GLC Presidents ’ Meetings Event Speakers/ EO Leadership Chapter Events Keynotes EOaccess Leadership Academy MyEO Peer Content Mix of Peer and Expert Content Expert Content
EO’s CORE VALUES Boldly Go! Bet on your own abilities Thirst for Learning Be a student of opportunity Make a Mark Leave a Legacy Trust and Respect Build a safe haven for learning and growth Cool Create, seek out and celebrate once-in-a-lifetime experiences 2012 EO Queenstown University
What EO Looks Like Today 26 Years in Existence 41 Countries Represented 123 Chapters Globally 9,000+ Members Globally 1.7+ Million Total Employees US$18.3 Million Average Sales US$170+ Billion Total Sales
EO Hierarchy
How does AZ stack up globally • EO Arizona is currently tied for 5 th most members worldwide. You all are in the 96 th percentile in chapter size worldwide. • EO New York 209 • EO Japan 176 • EO Mumbai 170 • EO South Florida 157 • EO Arizona 148 • EO Malaysia 148 • EO Edmonton 135 • EO Houston 135
MEMBER TENURE – EO ARIZONA 0-2 yrs 3-5 yrs 6-8 yrs 9-11 yrs 12+ yrs
President’s Goals for the Year • Chapter wide event – STAZCATION • More spousal involvement • More SAP (sponsor) involvement and interaction • Addition of a minimum of two Strategic Alliance Partners • Sister program with Calgary kicked off • Establishment of annual awards to be given annually – Entrepreneur of the Year – Member of the Year • Get Chapter educated and bought in to MY EO concept • Expand the guest policy for certain events • Create a Member Expectations Letter that is signed by everyone when coming into EO. • Initiate Launch Pad integration process • Requals required to be done this year
Board Priorities for the Year 1. Execution 2. Communication 3. Member Engagement 4. SAP’s 5. Events
Board Activities for the Year • GLC in May – This year in Panama • Strategy Summit • Monthly Chapter Board Meetings • Monthly and Bi-Monthly Conference Calls • 2 nd Half Summit • Presidents Meetings • RLC Summit • GLC - Next Year in Greece * Being on the board is a time commitment but it takes your EO experience to a new level
Introducing the AZ EO Board
PRESIDENT – DAVID LOANEY President The President is responsible for the direction the chapter board takes and meeting the needs of the membership. Goals •Create a positive EO experience for the membership •Build a strong board that will help take the chapter to the next level •Liaise with fellow board members •Stay up to date on EO Global initiatives
PRESIDENT-ELECT – DAVID ANDERSON President-Elect The President-Elect is responsible for assisting the President and the board with the direction the chapter board takes and meeting the needs of the membership. This is designed as two year commitment. The second year this person would take over as the President. Goals •Create a positive EO experience for the membership •Build a strong board that will help take the chapter to the next level •Liaise with fellow board members •Stay up to date on EO Global initiatives
MEMBERSHIP – ROBERT CLINKENBEARD Membership Chair The Membership Chair is responsible for recruiting high quality individuals into the Chapter based on the Global criteria and ensuring member satisfaction. Goals • Identify, educate and close potential members • Establish a realistic new member goal and a strategy to achieve it. • Maintain awareness of member satisfaction and renewal intentions • Establish a process to integrate new members into the chapter • Liaise with fellow board members • Stay up to date on EO Global initiatives • Liaise with Strategic Partners to obtain new member referrals
MEMBER INTEGRATION – JOSH SIMON Member Integration Chair The Member Integration Chair’s responsibility is to provide a smooth transition for new members in to the chapter and also help with member interaction for all members. Goals •Plan events to get members together •Assign Navigators to new members •Liaise with fellow board members •Be available to all new members when needed
SPONSORSHIP – PAUL DEMBOW Sponsorship Chair The Sponsorship Chair is responsible for the development of a chapter sponsorship program, for the recruitment of approved sponsorship, and for the maintenance of those sponsors. Goals •Generate sponsorship monies based on predetermined amount set by the chapter board •Build and nurture relationship with potential chapter sponsors •Liaise with fellow board members •Stay up to date on Global initiatives
MENTORSHIP – JONATHAN ROSENBERG Mentorship Chair The Mentorship Chair’s responsibility is to provide members the opportunity to work one-on-one with an older, experienced business leader in a mentor relationship as part of a well- organized and supported chapter program. Goals •Work closely with WPO (and other organizations) to successfully match EO members with mentors •Assist in setting up a Mentorship Training Program for participants •Liaise with fellow board members •Stay up to date on Global initiatives
ACCELERATOR – DEREK GREENE Accelerator Chair The Accelerator Chair is responsible for overseeing the Accelerator Program to ensure it’s success. Goals •Oversee the Accelerator Board •Keep communications open with EO Board •Liaise with fellow board members •Ensure Accelerator members are graduating in to the EO Chapter.
SOCIAL – MICHAEL HALVORSON Social Chair The Social Chair is responsible for scheduling, planning and coordinating social events and the Open event for the Chapter membership. Goals •Build events calendar with social events •Assist with marketing strategy for events to grow member attendance •Liaise with fellow board members •Put on fun events for the chapter members
FORUM – OLIVER KELLER Forum Chair The Forum Chair is responsible for the training and placement of new members into forum, and fostering optimum forum health. Mission is to build vitality and health within our chapter’s forums. Goals •Ensure members are trained and placed within 90 days of joining EO •Stay informed of chapter forum health and offer support to Forums as needed • Moderator engagement (hold quarterly Moderator dinners) •Liaise with fellow board members (especially Membership & Member Integration Chairs) •Stay up to date on Global initiatives • T o ensure that every member wishing to participate has access to the experience of Forum through training, placement and Moderator management. 96% of EO members are participating in Forum
FINANCE – JOHN BECK Finance Chair The Finance Chair is responsible for all the financial aspects of running the chapter. Goals •Create a realistic budget for the chapter •Keep accurate and detailed records of accounts receivable and accounts payable •Stay up to date on EO Global initiatives •Liaise with fellow board members
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