it works –
Examples of member issues that have been resolved –
- We have a monthly meeting that starts at 9:30 and
ends at 1:30.
- The meeting starts with the issues roundtable.
This is the real "nuts and bolts" of the group - an opportunity
to get feedback on real problems from other company
leaders who care and are not competitors. (Examples
of some typical issues follow.)
- Sometime during the issues session we have what
we call a learning exercise. For example, we may
discuss the traits of successful
leadership and use brainstorming as a tool.
- We break for lunch at 12:00 and are joined by the
speaker who usually starts at 12:45 and ends at 1:30.
Sometime members host the lunch/speaker session.
- Within 2 days after the meeting notes are published
on all that was discussed including the speaker's
comments. These are usually 3-5 pages in length.
- In addition to the monthly meeting we come to you
for a 1 on 1 meeting each quarter. These meetings
typically last 1-4 hours depending on the needs of
the member and the depth of the discussion.
We always come with some discussion ideas but will
always defer to the immediate needs of the member.
We also publish notes on these meetings.
- The facilitator also serves as all members' strategic
salesperson matching buyers and sellers within the
group, among other groups, and beyond. For example
we have recently connected a supplier
in MD to a potential customer who is a Texas Executive
- Beyond the above we have a "whatever it takes" attitude
and welcome the opportunity to help any member in any way to achieve
- "We have an opportunity to quote on a project for a large
Las Vegas hotel that will exceed $1,000,000. Our
typical project is less
than $50,000. Will this overwhelm us? How will we
finance it? Should we follow the specified details
or offer options? Do we just mail it
in or present our proposal in person?"
- "Our local distributor customers are being purchased by large
national companies which is disconnecting all of
the relationships we have had in place for years. We have gone from
talking to the president
of a local company to a lower-level buyer in corporate
headquarters in another state. I need a strategy to deal with this
- "We are a company that has suffered in the economic downturn
but are now turning around. Since our business is
capital intensive we need to replace some older assets to continue
to improve. The banks
have a somewhat negative view of our industry in
general although we outperform our competitors. We need a plan of attack
to make ourselves
more attractive to sources of funding so we can buy
- "Our health insurance costs have reached the stage of nearly
making it impossible to make a profit. We pay $700
in premiums per person per month and expect a 30% increase in rates
next year. What
can we do? "
Peer advisory groups are a very hot trend nationally. There is TEC
which has charges of $12,000 per year and TAB, PRO, Inner Circle, and
the Renaissance Executive Forum which generally charge in the $700-800/month
range. We feel we offer more hands on service than the other groups
and our fees are less.
One last point - a membership is good for 2 people. We prefer only
one person from a company at the issues session but both are welcome
at the speaker session and the alternate is welcome at the issues session
if the primary member cannot attend.