THE 1 ST ANNUAL STAZCATION Agenda Saturday, September 28th 8:00 AM - - PowerPoint PPT Presentation

THE 1ST 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 TBD Breakfast reservations throughout the hotel with EO prix-fixe meals*

What are the goals for this morning?

• Help both our members and their significant
• thers 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

Universities Regional Conferences EMP / KEP Presidents’ Meetings Chapter Events Leadership Academy

Once-in-a-Lifetime Experiences

Expert Content Peer Content Mix of Peer and Expert Content Forum Spousal Forum Insignia/Quantum Leap GLC EO Leadership EOaccess MyEO

Peer-to-Peer Learning

Mentorship Healthnetwork Fnd. Event Speakers/ Keynotes

Connections to Experts

IQL event, Queenstown University 2012 Queenstown University Richard Branson, Keynote at 2010 EO California University Richard Branson, Keynote at 2010 EO California University

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

• nce-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 5th most members
• worldwide. You all are in the 96th 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
• 2nd 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

• f 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

• pportunity to work one-on-one with an older, experienced

business leader in a mentor relationship as part of a well-

• rganized 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
• To 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

COMMUNITY OUTREACH – DAVID DODGE

Community Outreach Chair The Community Outreach Chair is responsible for creating relationships with the local universities and other

• rganizations and help to facilitate an internship program

and any other mutually beneficial activities and events. Goals

• Form relationships with local universities
• Establish internship program and oversee its success
• Liaise with fellow board members
• Ensure chapter members are aware of the benefits
• ffered to them by the various programs.

COMMUNICATIONS-VERONIQUE JAMES

Communications Chair The Communications Chair is responsible for the coordination of all aspects of Chapter communications including advertisement, PR and promotional

• pportunities.

Goals

• Create messaging for chapter communication on

a regular basis

• Proactively work with the media for external

communications

• Liaise with fellow board members
• Stay up to date with Global Initiatives

2013/2014 Theme

Campaign Goals:

• Create a memorable brand that parallels the board’s

goals for this year

• Develop creative assets that promote member loyalty

and engagement

• Streamline the communication elements through the

brand efforts to ensure communication is clear and concise to the chapter

• Win some awards at GLC next year!

Communication Tools - Event Coordination:

Communication Tools - Email:

Communication Tools - Member Itinerary:

Communication Tools - Social Media:

Communication Tools - Website:

Communication Tools - SAPs:

LEARNING – STEVE LEVINE

Learning Chair The Learning Chair is responsible for scheduling, planning and coordinating learning and social events that are captivating and informative for the Chapter membership. Goals

• Build events calendar with monthly learning events
• Assist with marketing strategy for events to grow member

attendance

• Input speakers and ratings into the Speaker’s Database
• Liaise with fellow board members
• Stay up to date on Global initiatives

LEARNING ELECT- J.P. DAHDAH

Learning Elect Chair The Learning Elect Chair is responsible for assisting the Learning Chair with scheduling, planning and coordinating learning and social events that are captivating and informative for the Chapter membership. This is set up as a two year position in that the follow year, the Elect is to take

• ver the Leaning Chari position.

Goals

• Assist the Learning Chair with all of those duties
• Learn all aspects of the Learning Chair position

Learning Calendar

• October 15th – EOAZ “Shark Attack”: Lunch

and Learn with Shark Damon John

• October 16th-19th – EO Alchemy San

Francisco

sfalchemy.eventbrite.com

OCTOBER 16-19 2013 Fresh Speakers Local Leaders Killer Learning No Repeat to 3-Peat

Keynotes:

STEVE YOUNG GEORGE ZIMMER GUY KAWASAKI

Offsites:

Food Trucks and Show Dine Around Hornblower Bay Tour

EO 2013-14 Learning Calendar

• October 24th – The Heart & The Fist feat. Eric

Greitens

• October 30th – Rock Star Happy Hour
• November 7th – Gazelles Workshop
• November 16th – Adrenaline Series “Up”

EO 2013-14 Learning Calendar

• November 21st – “EO 24” w/ Special Guest
• December 7th – EO Holiday Party
• December 8th – Microsoft Family Holiday

Event

• January 16th – Knowledge Series

EO 2013-14 Learning Calendar

Highlights for 2014 include:

• February 5th-9th – Regional Leadership

Conference

• April 12th – Adrenaline Series (Wet ‘N’ Wild)

EO Universities

Chapter Admin – Carolyn Benson

Chapter Admin – AKA “Mom” 13 years of putting up with a different group of strong- willed, independent-thinking, entrepreneurs each year. Goals

• Survive
• Not kill any of us

Thank You EO Board

GLC Manila April 2013

49

Members can join or create personalized EO experiences anywhere in the world in these categories MyEO Forum - special interest forums that can be local, regional or globally What Is MyEO Event – business learning, unique destination, adventure, family, community project, regional conferences, EO gives back, bucket list and others MyEO Group - common interest groups based on business, passion or social interests that connect members

MyEO – benefits to members

50

• 10X increase in events on the basis of self-selection and

inclusion from all over the world

• Personalized events to cater to different interests and

passions

• Connecting members with common interest in social media

networks and promoting them in a central location only visible to EO members

• New experiences and opportunities from special interest

forums

Some MyEO Experiences

51

All India Forum Asia Bridge Forum Quantum Leap / Insignia IDEAS Latino Bridge EMEA regional forum She-EO Forum Next Gen Teen Forum Family Business Forum Industry Forum Couple Forum Empty Nester Post IPO Single s Forum Special Interest Forum EO Asia Golf Challenge EO Mount KK Expedition Discover China : Foshan ABC Hokkaido EO Unlimited/ EO Ignite IDEAS

Everest Summit 2013 Next Gen Entrepreneur 2.0 Taipan Masterclass 2013 Aussie Outback Adventure CSR Work Monastery Experience Silk Road Cycling Europe Adventure Alaska Adventure Topical Learning Special Interest Learning

IDEAS Property Group Retail Group F & B Group Doing Business in China Technology Group Healthcare Group Legacy Group Green EO Global Trekkers Wine Golfers Nature Lovers Fishing Scuba EO Next Generation EO Children Exchange

MyEO Events MyEO Forums MyEO Groups

Rock Star

Thank you to our Strategic Alliance Partners