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WELCOME TO EOW DAY 2

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WELCOME TO EOW DAY 2 DAY TWO AGENDA 8:30AM 9:15AM Mike Lipkin 9:15AM 9:45AM Confronting Your Fears 9:45AM 10:45AM Cross Chapter Program ... – PowerPoint PPT presentation

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Title: WELCOME TO EOW DAY 2


1
WELCOME TO EOW DAY 2
2
DAY TWO AGENDA
  • 830AM 915AM Mike Lipkin
  • 915AM 945AM Confronting Your Fears
  • 945AM 1045AM Cross Chapter Program
    Development Challenge
  • 1045AM 1055AM Break
  • 1055AM 1105AM Making a Difference
    Challenge
  • 1105AM 1120AM Regional Education Funds
    How to get and how to use
  • 1120AM 1140AM 100 Great Education
    Ideas
  • 1140AM 1200PM HBSI Video Conference
  • 1200PM 100PM Lunch/Awards
  • 100PM 110PM Wise Words Part II
  • 110PM 130PM Lifestages
  • 130PM 145PM McKinsey
  • 145PM 200PM Case Study/Group Work
  • 200PM 215PM RIS Update- John Macomber
  • 215PM - 230PM Break
  • 230PM 300PM Education and Forum
    Confluence/Networking Mark Scheinberg
  • 300PM 330PM Great Marketing Ideas
  • 330PM 400PM Sharing Time Ideas
  • 400PM 430PM Wise Words Part III

3
Mike Lipkin
Social Supertrends
4
  • CONFRONTING
  • YOUR
  • FEARS

5
WHEN YOU LEAST EXPECT IT
  • AAS
  • (Attitude Adjustment Slap)

6
  • What Do I Do If My Resource Cancels The Night
    Before Your Event?
  • Always Have a Back-Pocket Program Available As
    A Contingency
  • A member presenting on a prepared topic
  • A Forum confidential True Stories event
  • Open Forum Event
  • A local/area academic/cleric on relevant topic
  • A technology learning day with minimal set-up
  • Pay a Hold Fee to a local resource
  • Let YPO International Know.
  • Always Make Sure You Have A Signed
    Contract/Commitment Ahead Of Time, Even If A
    Non-Compensated Resource
  • Detail All Elements (Type of Travel, Room, etc.)
  • Have Team Activities Planned If Resource Is Late/
    Business Meeting and Promotions Ahead of Time
  • The Great Question Do You Let Members Know? Do
    You Change The Date?

7
HOW CAN WE INCREASE CHAPTER PARTICIPATION?
  • Schedule Management
  • Set your dates ASAP and communicate now. Ideal
    dates by April. Latest June 1st
  • Check YPO International calendar, Region
    calendars, seminars and with other Chapters
    Particularly within the Region
  • Check all school schedules for Holidays, sports
    schedules
  • Particular attention to religious/National events
    and Holidays
  • Check your Regional/Civic event calendar
  • Check entertainment/fundraising schedule
  • Check with all other Chapters in your Region
  • If a Vice-Chair, have a group meeting now 18
    months out

8
HOW CAN WE INCREASE CHAPTER PARTICIPATION? (2)
  • Offer a Meaningful Compelling Program That is
    Unique Different
  • Just Another Meeting Isnt Good Enough
  • Attendance Incentives
  • Forum Contest For Retreat Funds/Spouses As Well
  • Personal Assistant Contest For Trip
  • Look At Number of Meetings. Too Few or Too Many
  • Current Average is Around 12-15 Including Social
  • Add Value At Every Meeting
  • 300 Seconds of Technology
  • Make More Meetings Limited Attendance or
    Exclusive To First 20 Registrants

9
HOW CAN WE INCREASE CHAPTER PARTICIPATION? (3)
  • Creative Marketing To Home Spouse
  • Personal Calls Before An Event As A Reminder
  • Go To All Forums In Person This Summer To Sell
    Your Program
  • A New Member Event Where All Programs Are
    Reviewed
  • Some Chapters Have Attendance Requirement
  • I would discourage. The program should be
    compelling
  • Look At Days of Week Start Times
  • One Hour Move To Allow For Child Care Issues Can
    Dramatically Improve Attendance
  • E-Mail Meeting Reminders
  • Get Aggressive Day Chairs
  • Create Peer Pressure/Offer Incentives
  • Use Forums As Day Chairs
  • Work With Forums To Schedule Their Meetings
    Pre-Education Event
  • Inactive Ice Bucket Concept

10
RSVPs Are Lagging and You Are Looking At A Poor
Attendance Event
  • Start Calling Personally
  • Get your Forum involved
  • Have a spouse phone tree ready
  • Add A Special Extra Send Announcement
  • Musical entertainment
  • Giveaway incentive (book, etc.)
  • Double bonus points for attendance contests
  • Lean On Your Executive Board Past Chapter
    Chairs
  • Look At Downsizing The Event To Fit Attendance
  • Room size
  • Structure of event
  • Dinner tables

11
Most of My Education Funds Are Spent on Social
and Food/ BoozeCosts
  • Most Chapters Have Their Cost Allocations
    Backward
  • 70 on Food/Booze
  • 30 on Content
  • What Are The Alternatives?
  • Venue Related Events
  • Family/Non-Alcohol Events
  • Anchor With Some Meal Programs
  • Dinners At Restaurants On Own Post Event
  • Having Hors doeuvres or Dessert Events
  • Look At Wine Tasting Donations To Help Defray
    Alcohol Costs
  • Consider Beer/Wine Only Events

12
WHERE/HOW DO I FIND RESOURCES ON A BUDGET?
  • MYYPO.Resource Information System. Event Calendar
    By Chapter
  • CDROM of Top-Rated Faculty/Best of Best
  • GLC
  • McKinsey Alliance
  • Harvard Business School Interactive Program
  • Network With Region/Other YPO Ed Officers Here
  • Ask everyone their favorite resource. Youll
    leave with a long list

13
WHERE/HOW DO I FIND RESOURCES ON A BUDGET?
  • Your Fellow YPO Members (And WPO)
  • On their business/personal experiences/ failures
  • Local Education Institutions
  • Colleges, Universities, Institutions (Rand,
    Aspen)
  • Non-YPO Business Leaders In Your Region
  • Inside the Boardroom
  • Newspapers, Internet, Books, Magazines Are All
    Possible Resources
  • Non-Profits
  • Health Care, Science, Foundations, Think Tanks
  • YPO Legends

14
WHERE/HOW DO I FIND RESOURCES ON A BUDGET?
  • Think More of the Total Event Experience You Want
    and Then Find The Resource
  • Do A Chapter Exchange/Joint Chapter Program
  • The Resource is the cultural exchange and costs
    can be shared
  • Go After Regional Development Funds For Creative
    Programs

15
WHERE/HOW DO I FIND RESOURCES ON A BUDGET?
  • Tie Your Program Into Universities/Seminars and
    Other International Events
  • Think Of Your Own Passions/Business. How Can You
    Leverage?
  • i.e. Fed Ex
  • Negotiate With Other Chapters To Bring Long
    Distance Resource For Multiple Events At Lower
    Per Event Cost
  • Push your region and Ed Directors to help here
  • Syndicate Resource Out To Member Companies Pre
    Post Event
  • Determine What You Have To Offer Beyond Money
  • Vacation Homes
  • Private Air Travel
  • Access/Connections

16
WHERE/HOW DO I FIND RESOURCES ON A BUDGET?
  • Do Joint Programs With WPO/YEO on High Cost
    Programs
  • Use Your Area Education Directors
  • Cliff Baden, Chief Education Officer,
    Cliff_Baden_at_ypo.org
  • Gillian Baumann, Manager, Education
    Administration, Gillian_Baumann_at_upo.org
  • Michael Fine, Canada, Northeastern US, East
    Central US Latin America/Caribbean,
    Michael_Fine_at_ypo.org
  • Kalpana Denzel, Asia/Pacific, KDenzel_at_ypo.org
  • Heather Hays, Central, Pacific, Western
    Southern US, Heather_Hays_at_ypo.org
  • Shahnaaz Nasser, Europe, Middle East Africa,
    Snasser_at_ypo.org

17
You Will Have People Tell You The Program Is
Disappointing
  • If You Are Expecting Glory As A Result Of This,
    Think Again.
  • When Approached With Negative Feedback, Be
    Gracious Make It A Learning Moment
  • Get Very Specific Feedback
  • Ask Them To Help On A Future Event
  • Those Most Dissatisfied Are Typically Those The
    Least Involved

18
  • Your Resource Is Dull and Not Connecting With
    The Audience
  • If You Have Not Personally Vetted The Resource
    (which you should have), Prepare Them Ahead Of
    Time For Chapter QA/Participation
  • Let all resources know at time of booking that
    this is a norm in your Chapter
  • Small group discussion
  • Case studies for groups to discuss
  • Interrupt The Resource (politely) Direct Them
    Back To The Topic. If They Are Not Connecting
    With You, They Are Not Connecting With Anyone.

19
HOW DO WE FIND VENUES?
  • Start Early! Time Is Your Friend
  • Avoid Hotels Convention Centers Unless
    Absolutely Necessary
  • Evaluate the Unusual Businesses/Warehouses/Schoo
    ls/Train/Theaters/ Museums
  • Go Back Through Last 10 Years Of Programs
    Identify The Winners
  • Talk to old Ed Chairs
  • In Your Survey, Ask Members For Venue Ideas

20
HOW DO WE FIND VENUES?
  • Pick Venues That Can Be The Event
  • Prisons, airports, plant tours, museums, zoos,
    sporting arenas, historical sites, amusement
    parks
  • New Buildings. What Will Be Nearing Completion or
    Just Finished During Your Year?
  • Hardhat visits
  • Colleges/Universities
  • Member/WPO Homes

21
ALTERNATIVES TO EVENING EDUCATION/EVENT MODEL?
  • Shorter, More Focused Breakfast Lunch Programs
    Increasingly Used (Less Expensive/Tend to be More
    Member Focused)
  • Chapter Exchanges
  • More Family Experiences
  • Hands On/Experiential Activities
  • Teleconferences/Videoconferences
  • Education Alliances
  • More year long learning
  • Programs With No Dinner Or Start After Dinner
    With Coffee and Dessert Only
  • Make reservations at local restaurants
  • Day Trips
  • Key Exec Programs
  • Spouse Only/Spouse University Day
  • Dine Around Model
  • Inside the Boardroom Lunches

22
HOW DO I DISCOVER WHAT MY CHAPTER WANTS?
  • Do A Chapter-Wide Survey Every 2 Years (sample on
    CD)
  • Meet With Forums Each Year With Assistant Ed
    Chair For Research Feedback
  • Increase Your Evaluation Return to 90
  • Create a survey that is intrusive and fits your
    theme
  • Hold drawings for wine/prizes and dessert
  • Walk around and personally collect surveys
  • Call 3 Members/Spouses Post Event and Get
    Personal Feedback On The Event
  • Assistant Ed Chair should do
  • Do A Best/Worst At The End Of Each Meeting
  • Have Officers Help With Focus Groups At
    Dinner/Cocktails

23
HOW DO I ENHANCE SPECIAL ACCESS PROGRAMS?(i.e.
Prison, Military)
  • Look For The Twist That Is Once In A Lifetime
    Plus
  • Eating Dinner With Prisoners
  • Panel Discussion With Murderers
  • Look For Yin-Yang
  • Pearl Harbor Vets/Japanese Flyers
  • Create Poignancy
  • Make Programs Limited Exclusive
  • Always improves attendance
  • Add A Former X To The Program For Perspective
  • i.e. Space Shuttle Launch/Astronaut

24
HOW DO I MANAGE THE TIME COMMITMENT?
  • Engage Your Assistant Spouse As A Part Of The
    Cause. Reward Them.
  • If you have a CA he/she is key to your success
  • Be clear in your expectations and delegation
  • Use Day Chairs and Assistant Day Chairs To Handle
    The Program
  • Levels of responsibility vary
  • Invitation, resource management, food,
    introductions, etc
  • Consider An Education Committee Made up Of Day
    Chairs Assistants To Help In Planning
  • Clear Your Calendar Now Mark Off Time
  • Planning Time
  • CA Time
  • Reward Yourself After A Great Event

25
WHAT TO DO WHEN A PROGRAM FLOPS?
  • Recognize It and Be Proactive
  • Members Need To Know That This Does Not Meet Your
    Expectation Level
  • Call/E-Mail
  • Sell The Next Program Why It Will Be Great!
  • Let Your Region/International Know
  • Let me know for the Hall of Flops!
  • Move On!
  • You Will Have A Program That Fails. If Not, You
    Arent Taking Enough Risks!
  • You Will Always Get Some Negative Feedback
  • Never Read Evaluations The Night Of The Event

26
HOW DO I MANAGE DAY CHAIRS?
  • Many Ways To Approach
  • Forum Style
  • DC/ADC
  • Ed Committee Approach
  • Kickoff Meeting/Peer Pressure
  • Day Chair Guide On CD-ROM For Specific
    Duties/Responsibilities That You Give To Each Day
    Chair
  • Budget
  • Expectation
  • Responsibility
  • Up To Your Personal Style How Much
  • You want to delegate
  • Variation in program you want
  • Choose Reliable, Creative Day Chairs
  • Do Not get a name DC and have assistant
    execute

27
How Do I Address Members In Transition?
  • Up To 30 of YPOers Are In Transition At Any
    One Point
  • Develop A MIT Series
  • Selling Your Business
  • Changing Careers
  • Divorce
  • Empty Nesters
  • Phase II/Whats Next

28
THE EOW CROSS CHAPTER CHALLENGE
29
CROSS CHAPTER PROGRAMS
  • It Is Our Responsibility To Get Our Members
    Outside The Chapter Expose Them To The Power
    Value Of The Global Network
  • For All Too Many YPOers, The Chapter Forum Are
    The Only Prism Through Which They See YPO
  • We Are Only Providing Part Of The Total Possible
    YPO Experience
  • What Of Your Chapter Has Been Outside Of The
    Chapter? Typically Less Than 20. Should Be A Key
    Metric Of How You Measure Success

30
WHAT IS A CROSS CHAPTER PROGRAM?
  • The 1 Education Priority in YPO. If You Do
    Nothing Else, Do A Cross Chapter Program
  • 2 or More Chapters Join Together
  • Can Be A Multi-chapter or Regional Event (2-6
    Chapters) That Join Together
  • Can Be A Chapter Exchange. Create Joint Education
    Program In Host Country
  • Can be close by
  • Across the globe
  • Can be a Chapter/couples trip
  • Great Use Of Regional Education Funds
  • Guaranteed Home Run

31
MY CHALLENGE TO EACH OF YOU
  • Include At Least One Outside The Chapter
    Experience (Chapter Exchange, Joint Chapter
    Program, Tie-In Event) In Your Program
  • Last Year, We Created 38 Cross Chapter Programs
    At The EOW. My Goal Is That We Will Develop 50 In
    The Next 45 Minutes
  • In YPO in 2002-03, There Were 95 Cross Chapter
    Programs. Our Goal Should Be To Double That
    Number In 2003-04

32
Examples Of Cross Chapter Programs
  • Chapter Exchange Capetown/Istanbul
  • Valentines Weekend Chicago/Indiana
  • Harvard Business School San Diego/Tulsa
  • Chapter Exchange Philippines/Singapore/Malaysia
  • Understanding Islam Wisconsin/Cairo
  • Bronx Z00 Family Event Metro New York/New
    Jersey
  • Joint Chapter Academy Toronto/Russia/Warsaw/Uppe
    r Canada/Ontario

33
THE BENEFITS
  • For Members
  • A YPO unique experience only through YPO
  • Creates cultural understanding/diversity
  • Expands builds the global network
  • A chance for Chapters to show-off builds
    Chapter involvement because of increased stakes
  • For You
  • Each Program Submitted Today With Chapter
    Commitments Will
  • Be Judged. Best idea will receive 5,000USD, 2
    will receive 2,000USD and 3 1,000USD
  • Be selected in random drawing for a 1,000USD
    prizes

34
THE MAKING A DIFFERENCE CHALLENGE
35
  • The Theme For the 2004 GLC in London
  • Making A Difference

36
YPOERS CAN MAKE A DIFFERENCE
  • In Their Community
  • In Their Families
  • In Their Business
  • In Their Spirituality

37
Lets Start With Your Program
  • What Could You Do In Your Chapter/Outside Your
    Chapter That Makes A Difference?

38
  • Imagine If Every Chapter Had One Program Based On
    The Theme Of Making A Difference.
  • 160 Events Worldwide
  • 8,500 Leaders Making A Difference In The Coming
    Year
  • GOAL
  • Lets Arrive In London With Great, Real World
    Examples Of How YPO Can Make A Difference
  • -Videos, Photos, Case Studies

39
Making A Difference
  • Microcredit
  • Possible Programs
  • Speakers Leaders/Microentrepreneurs
  • Change The Lives Of 100 Families
  • Adopt a village
  • Donate 500 - 10,000 to distribute in 50-250
    loans
  • Follow-up with chapter video of results in 6
    months
  • Sponsor A Local Program
  • N. America (National Foundation for Teaching
    Entrepreneurship)
  • Chapter Exchange
  • Africa/Latin America

40
Housing Programs
  • YPOs Homes For Hope
  • Habitat For Humanity

41
SEEDS OF PEACE
  • Teens Sharing Experiences At Camp (Family
    Program)
  • Palestinian, Judian, Pakistani, Israeli
  • Middle Eastern Food
  • Add An Expert On The Conflict
  • Pre-Set Program
  • Easy To Execute
  • Done In Boston In 2002. High Ratings (7.5M cost
    travel)
  • Contact Simondick_at_aol.com (Dick Simon, New
    England Chapter)

42
Religious Understanding Tolerance
  • Small Study Groups At Places Of Worship Different
    Than Their Own
  • Imam
  • Priest
  • Rabbi
  • Come Back Together For Group Discussion Of How
    Religions Have Similar Issues Or Goals (or
    Differences)
  • Use Local Resources/Religious Leaders
  • They attend a chapter meeting
  • Panel Discussion
  • Given similarities, why is there religious
    intolerance?
  • Bobby Sager New England

43
  • What Other Ideas Can We Develop For Making A
    Difference?

44
Brainstorm Ideas To Make A Difference
  • Groups of 4-6

45
REGIONAL EDUCATION FUNDS
46
What Is Regional Funding?
  • Each Region Is Allocated Funds From YPO
    International To Invest As They See Fit. Regional
    Chairs/Boards Determine Chapter Allocations
  • Use To Supplement Your Budget. You Need To Pursue
    These Funds
  • Use Chapter Chair, Area Directors, Regional
    Chairs
  • Total Of 1.9MM In 2002

47
What Is It Used For?(International Breakdown)
48
How Can You Access These Funds?
  • Funding Determined By Programs/Initiatives
    Submitted By Regional Chairs Based On The
    Regions 3-year Strategic Plan
  • Allocation Based On These Initiatives, Strategic
    Needs For YPO Overall, etc.
  • Allocated In Budget Approved By YPO International
    Board in July on a July to July Funding Schedule

49
Suggestions
  • Develop Your Program Now
  • Get With Your Chapter Chair Regional Chair
    Lay Out The Programs
  • Criteria
  • Cross Chapter Programs
  • Program That Involves Member Global Network
  • Unique Concepts (Education/Forum Mix)

50
100 GREAT EDUCATION PROGRAM IDEAS IN 20 MINUTES
51
WHATS HOT IN YPO RIGHT NOW?
  • Getting Members Out Of The Chapter Creating
    Global Experiences
  • Chapter exchanges
  • Joint Chapter experiences/trips
  • Educational Alliances
  • Establish partnership with local or regional
    institutions of higher learning
  • Teleconferences/Video Sharing Of Resources
  • Terrorism
  • GE CEO
  • Work With International To Get On The Web
  • Experiential/Hands-On Programming
  • The talking head is dying

52
WHATS HOT IN YPO RIGHT NOW?(continued)
  • More Family Programs
  • Youth Programs
  • Focus Parenting/ Aging Parents
  • Tying Into International Events and Seminars
  • Trend Toward Less Is More Philosophy
  • Videoconference Technology
  • -Harvard Business School Program
  • Research Shows More Demand For Business
    EducationCaveat It Better Be Unique(i.e. GE
    Program)
  • Members In Transition/Lifes Journey
  • In The Boardroom
  • Coming Trend How To Use Forum As A Delivery
    Model For Education?

53
SPEAKERS TO AVOID
  • Talking Heads
  • Politicians
  • Speech Slide Readers
  • Product Pitchers

54
Putting A Program Together Is Not Coming To EOW,
Signing Up Speakers Filling In The BoxesThat
Said, You Have Asked For Program/Ideas and
Concepts and Resources-Here are 100
55
PARENTING
  • Life Balance - Richard Linda Eyre
  • Family Plan - Charlie Barbara Dunlap
  • Affluenza - Jessie ONeil
  • Teenagers - Michael Riera
  • Other Ideas
  • Youth Panel of Teens
  • Add One On One Counseling Sessions With Resources

56
PERSONAL DEVELOPMENT
  • Dealing With Aging Parents
  • Hospice, Attorney, Psychotherapist
  • Behind Closed Doors/Lifes Lessons
  • Weekend With Nature
  • Hiking/Car Rallies/Barn Dance
  • Humanitarian Work
  • Orphan Project Betty Tisdale, LA YPOer
  • Spirituality Cardinal Francis George, George
    St. Laurent (Ethics)
  • Community Project
  • Space Travel Jerry Linenger, James Lovell
  • Surviving Gerda Klein
  • Lifes Transitions Jim Warner

57
MUNICIPAL/GOVERNMENT
  • International Law Enforcement Cyber-Crime
  • Visit To Local Prison
  • Visit To Rehab Facility Addiction/Drug
    Treatment a Key Issue
  • Police Fire Ride-Alongs (SWAT Training)
  • Role Of Education In Community/Principal For A
    Day
  • Spend A ½ Day In A Local High School
  • The Underground City (Water/Sewer)
  • Airports
  • Security
  • FedEx/UPS
  • Retail
  • Luggage Management
  • Street Department
  • Ever Fill A Pothole/Run A Bulldozer
  • Local Government
  • Mayor/City Council For A Day
  • Life On The Streets
  • Visit drug areas, homeless shelters meet with
    community leaders.

58
HEALTH CARE
  • Visit A Local Childrens Hospital
  • Observe A Surgery
  • Overnight In ER/Helicopter Ride-alongs
  • Shadow Physicians
  • Cosmetic Surgery/Follow A Patient
  • Exploding Heathcare Costs(Physician, Insurance
    Executive, Hospital CEO)
  • Drug Development
  • Fitness Evaluation
  • Cholesterol, body scans, fitness nutrition

59
GEOPOLITICAL
  • How To Prosper In A More Dangerous World
  • Personal Corporate Security
  • Understanding Terrorism
  • Present Differing Viewpoints
  • Military Programs
  • Air, Sea, Land
  • War Colleges/Training/Academies
  • Visions Of The Future Wolfgang Gruller
  • Climate Change Stephen Schneider
  • Map Of The Future Jack Wheeler
  • International Medical Corp Nancy Aossey

60
Program Ideas - Science
  • Biotechnology
  • Human Genome Implications
  • Fuel Cell Development
  • Cloning Debate
  • Lab Visits

61
Technology
  • MYYPO Training
  • Internet For Dummies
  • 300 Seconds of Technology
  • Hardware Trade Show
  • Videoconference with Tech
  • Nanotechnology

62
Wine/Cocktails
  • Wine Tasting/Appreciation
  • Wine Collecting
  • Mixing The Perfect Drink
  • Ken Chase

63
FOOD
  • Mystery Chef Program
  • Dine Arounds
  • Cooking 101

64
Adventure
  • Spy School
  • Survival Training
  • Youth Overnight
  • Cave Exploring
  • Olympic Skeleton Run Jim Shea
  • Sailing
  • Eco Challenge
  • Race Car Driving

65
Youth Programs
  • Youth MBA In A Day Program
  • Youth Violence
  • Youth Forum

66
Spiritual
  • Spiritual Assessment
  • Couples Retreat

67
CULTURE/RELIGION
  • Symphony Program On Stage
  • Art Collecting Kim Anderson
  • The Modern Philanthropist
  • A Night At The Theater
  • Food Wine Tastings
  • Chapter Exchanges (Jordan/Canada/Melbourne/India)
  • Backstage At A Major Fashion House
  • Artist/Sculptor For A Day
  • Feng Shui
  • History of Jazz/Music In Your Area

68
FAMILY PROGRAMS
  • Sports Related
  • Stadium/Practice Venues
  • Clinics/Hands On
  • Soccer, Rugby, Cricket, Baseball
  • Professional or College
  • Day Trips/Overnights
  • Museums
  • Air Shows
  • Amusement Parks
  • Special Events In Region
  • Behind The Scenes
  • Family Trips
  • Family Olympics
  • Rodeo
  • Zoos

69
BUSINESS
  • What Is Changing/Trends/Visions
  • Academics of local schools/HBS
  • Consultants/McKinsey
  • Leaders Living The Moment
  • Jeff Immelt GE
  • Scott Cook Intuit
  • Chris Galvin Motorola
  • Herb Kelleher Southwest Air
  • Boardroom Lunches
  • How to be a better President
  • Those Who Have Failed
  • Dot.Com/Telecom bust
  • Enron/Global Crossing
  • Local YPO/WPO members

70
BUSINESS (continued)
  • Key Executive Days/University Days
  • HR, Strategic Planning, Technology, Capital
    Management
  • New HBSI Program
  • Case Studies
  • Hot Industries/Issues
  • Biotech/Euro Integration/US Steel/Protectionism
  • Role Of Board Of Directors
  • Should you have one? How put together? How
    maximize performance?
  • Nature of Start-ups Entrepreneurs Prof. Amar
    Bhide
  • Business School Alliances/Programs Laura
    DAndrea Tyson
  • Negotiating Herb Cohen
  • Ethics
  • Doing Business in China
  • Implication of China on Your Business
  • Interviewing Skills

71
BUSINESS (continued)
  • Joint Chapter Programs
  • EU Seminar 8 Chapters
  • Role of Media In Business
  • Local/National Writers Commentators
  • Newspaper/TV/Radio Station Visit
  • Lean Manufacturing
  • Member Profiles
  • Tradeshows
  • Members (revenue opportunity)
  • Technology outside vendors
  • The Business Of Sports
  • Sports Marketing
  • Corporate Involvement
  • Facility Economics

72
BUSINESS (continued)
  • Plant Tours
  • Auto/Motorcycle
  • Steel Mills
  • Distribution Facilities
  • Construction Sites
  • Food Beverage Production
  • Night At The Grocery
  • Farm Visit
  • Apparel Manufacturing

73
BUSINESS (continued)
  • Financing Quantum Growth Jack Corwin
  • Mergers Acquisitions Alex Cappello
  • Real Estate Development Projects
  • Developer View
  • Boating Industry
  • Fractional Airplane Ownership With Fly Away
  • Selling Your Company

74
  • Plus 72 More Ideas From This Years Ed Chairs
    Worldwide!

75
Resource Recommendations From This Year
  • Dominic LaPierre Philanthropist/Humanitarian
  • Carr Hagerman Charter Learning
  • Mel Kleiman Making Effective Hiring Decisions
  • Joe Badaracco, Ben Shapiro Harvard Business
    School
  • Matt Poorman Gambling Addiction (YPO Son)
  • Dennis Ross Middle East and International
    Affairs

76
Resources - continued
  • Dr. Drew Pinsky Parents and Teens
  • David Brandon CEO of Dominos Pizza
  • Kevin McHugh Maximizing the YPO Experience
  • Michael Josephson Character Counts/Ethics in
    the Workplace
  • Nando Parrado Alive
  • Chapter Members Personal Stories

77
Resources - continued
  • Beck Weathers Mount Everest
  • WPOers as Resources
  • John Abbott Learning
  • Frank Dick Motivation
  • Shashi Tharoor Books and Writings
  • Javed Akhtar Fundamentalism
  • Jerry Bell - Leadership

78
Resources - continued
  • Family and Kids Programs
  • Bruce McNall Business Leader to Inmate
  • Local Chefs in Homes
  • Robert Gates Former CIA Director
  • Benjamin Netanyahu
  • Ben Zander Conductor
  • Buzzy Kronguard CIA Operations Director

79
Resources - continued
  • Dr. Michael Cheney Personality Profiling
  • Panel of State or Province Government Leaders
  • James Carville and Mary Matalin Politics
  • Noah Feldman Religion and Relationship to
    Politics
  • Dewitt Jones National Geographic. Definitions
    of Success
  • Warren Rustand The New World Disorder

80
Resources - continued
  • Doug Krug Enlightened Leadership
  • Dr. Michael Ledeen Terrorism and Foreign Policy
  • Jack Teach Ex YPOer Kidnap story
  • Len Schlessinger COO Limited Brands
  • The McLaughlin Group - Politics

81
Resources - continued
  • Kaleil Isaza Tuzman Startup.com
  • John Davies Family Business
  • General Chuck Yeager
  • Dr. Robert Cialdini- Expert in Influence
  • YPO Legends
  • Dinesh dSouza Reagan Economic Advisor

82
Resources - continued
  • Professor Alan Tronnson Father Norman Ford
  • Debate on Stem Cell Research
  • Consul/Embassy Dine-Around
  • Inside The Boardroom/Business Roundtable Concept
  • Steve Barnett
  • Motivational Non-Speaker
  • Drums/Percussion
  • The Final Judgement Death Crematorium
  • Hypnosis Lo Reid (UK)
  • Central Bank Governor State of the Economy
  • Dramaworks Interactive Theatre Based Learning

83
Resources - continued
  • Paul Stolz The Adversity Quotient
  • Felice Dunas Relationships Intimacy
  • Scott Bornstein Memory
  • Parag Trivedi Why East is East West is West
    Through Music
  • Dori Weil Family Relationships
  • Tom Twetten CIA Operative

84
Resources - continued
  • Amanda Gore Get Connected
  • Wine Event Members Blend Their Own Wine
  • Lou Paget Sex Education Specialists
  • Steve Mulvaney (Ontario)
  • Nick Bontis (ala Amanda Gore)
  • J Zink Marriage Family
  • Hans Florine Rock Climbing
  • Clay Christensen HBS Program
  • Defining Moments Roundtable
  • Mix Members Spouses
  • Allison ABCs of Life

85
YPO/HBSI PROGRAMYear II Of A Fantastic
Partnership
86
What Is It How Does It Work
  • Access To World Class Professors At Harvard
    Business School On Focused Business topics At A
    Fraction Of The Cost
  • Receive Case Material Ahead Of Time
  • Establish Up To 3 Videoconference Locations
  • Show CD Of Professor Teaching A Particular Topic
  • Then Go Live To a Videoconference For Add On
    Teaching And QA
  • Huge Success Thus Far In YPO!
  • 19 Programs To Date
  • High repeat rate

87
HBS CD
88
FACULTY TOPICS
  • The Opportunity Threat Of Disruptive
    Technologies Clay Christensen
  • The Politics of Innovation Deborah Spar
  • Defining Moments A Framework For Moral Decisions
  • Judo Strategy David Yoffie
  • Spirit Selling Turbo Charged Market Development
    Ben Shapiro
  • Managing Leadership Transitions Michael Watkins
  • Why Customers Matter Earl Sasser
  • Building Effective Efficient Personal Networks
    Joel Poddny

89
Pricing
  • Session Leaders Guide
  • Support From HBSI In 2 Pre-Event Tests
  • Support Material Printouts
  • Copy Of CD Rom For Each Attendee
  • 6500 For Up To 25 Attendees Plus 60 Per
    Additional
  • Plus Cost Of Videoconference
  • 60 Day Leadtime
  • CD Only Program (125.00 each)

90
HBS VIDEOCONFERENCE
91
WISE WORDSPart II
92
WISE WORDS
  • MAKE SURE YOUR RESOURCE UNDERSTANDS THE TECHNICAL
    LEVEL OF THE AUDIENCE

93
WISE WORDS
  • Never Put A Bunch Of YPOers In A Bus For More
    Than 20 Minutes. But If You Really Must, Make
    Sure There Is Entertainment On Board

94
WISE WORDS
  • Never Gamble On The Weather Even After
    Obtaining A Detailed Weather Forecast, Have A
    Back-Up Plan

95
WISE WORDS
  • YPO Members Are Also, By Definition, Young And
    Cant Sit Down For More Than An Hour. They Need
    Plenty Of Kinetics And Hands-On Activities

96
WISE WORDS
  • Unless You Want The Participants To Read During
    The Meeting, Handouts Should Be Distributed After
    The Presentation

97
WISE WORDS
  • Frequently Attend YPO International Education
    Events Such As Universities, Regional Conferences
    and Seminars, And You Will Improve Your
    Understanding Of Quality YPO Experiences

98
WISE WORDS
  • Dont Be Afraid To Ask People For Help Thats
    The Best Way To Develop Closer Relationships

99
WISE WORDS
  • Always Tell People What To Wear And Provide
    Examples

100
WISE WORDS
  • Never Use A Second-Rate Venue Unless There Is A
    Compelling Reason A YPO Owner Is Not A
    Compelling Reason

101
WISE WORDS
  • Remember That Every Event Is Like A Show, With
    A Slow Beginning, A Build-Up Of Pace To A Climax,
    And A Conclusion.

102
WISE WORDS
  • Never Allow A Commercial Product Demonstration
    To Parade As An Education Event, No Matter How
    Novel And High-Tech The Product Is

103
WISE WORDS
  • When You Are Dissatisfied With An Aspect Of or
    Arrangement For An Event, Do Something Quickly
    and Quietly

104
WISE WORDS
  • Forget About Inviting The Press To Your Meetings

105
WISE WORDS
  • Always Provide A Detailed Map For Getting There
    Even If Group Transportation Is Provided

106
WISE WORDS
  • Use An Experienced Facilitator If You Have
    Several Expert Resources And Want Discussion

107
WISE WORDS
  • If You Are Serving Alcohol, Do It At The End Of
    The Education Program

108
WISE WORDS
  • A Small Gift For The Resource Is Always
    Appreciated Even If They Are Paid

109
WISE WORDS
  • Dont Forget That YPOers Invariably Make The
    Best Education Resources, If You Would Only Give
    Them The Chance!

110
WISE WORDS
  • Remember, YPOers Dont Get Paid To Do These
    Jobs

111
WISE WORDS
  • Regardless Of YPO, Dont Leave Your Business
    Unattended

112
WISE WORDS
  • Start A Tradition Of Keeping A YPO Education
    Journal That You Pass On To Each Successive
    Education Chair. This Will Allow Great Tips And A
    Sense Of History To Be Created

113
WISE WORDS
  • Your Chapter Education Program Is Your Field Of
    Dreams If You Build It, They Will Come

114
LIFESTAGES OF A YPOER
115
In Consumer Marketing, We Use Lifestages To
Understand The Emotional Role/Need Context A
Product/Service Serves
116
LIFECYCLE OF MEMBERSHIP
  • Helps Us Understand The Process, But Does Not
    Help Us Appreciate The Why Of Success Or
    Failure
  • Does Not Dimensionalize The Emotional Connection
    To The Organization or YPOs Changing Role In A
    Members Time IN YPO

117
PRODUCT MAP
  • Forum Moderator Training
  • Forums
  • Chapter Events
  • Seminars and Roundtables
  • Chapter Championed Seminars
  • Regional Conferences
  • Executive Education
  • Renaissance Academies
  • Experiences
  • Presidents Universities
  • Family Universities

118
Member Benefits Satisfaction
Findings YPO scored highest with regard to
networking and access to peers. Education and
learning opportunities are not seen as one of the
most valuable benefits they received. Business
education and learning are mentioned as important
reasons for joining, but YPO is not delivering as
strongly on this benefit as it could.
119
ADDITIONAL RESEARCH RESULTS
  • YPO Not Meeting Expectations With Regard To
    Business Impact Educational Opportunities
  • More substantive business learning
  • YPO Exceeding Expectations With Regard To
    Personal Improvement Family Issues
  • Forum Is The Most Compelling YPO Experience
  • Civic and Community Involvement Is Not Clear
  • Are we or are we not?

120
Expectations Performance
  • Findings YPO has exceeded member expectations in
    the areas of Sharing knowledge and work/family
    experiences and Access to unique social
    opportunities. However, YPO did not meet member
    expectations in the areas of Learning management
    and leadership skills and Opportunities to help
    their business.

Access to unique travel opportunities
Access to unique social opportunities
Sharing work/family balance experiences with
fellow members
Met or Exceeded Expectations
Opportunities for personal support
Sharing my knowledge with fellow members
Performance
Learning management and leadership skills from
fellow members
Gaining insight into conducting local/regional
business
Opportunities to advance my career
Opportunities to help my business
Did not Meet Expectations
Gaining insight into conducting international
business
Low Expectations
High Expectations
Expected Benefits
121
RESEARCH
  • Members Are Not Monolithic. There Are
    Identifiable SubsetsBusiness Driven
  • Focus on Business
  • Focus on Forum and Chapter
  • Least Satisfied Segment
  • Leaders Mentors
  • Need to hold a Leadership role
  • Seek out learning experiences
  • Family oriented and involved
  • Most satisfied segment
  • Jugglers
  • Controlled by schedules and time constraints
  • Prefers 1 on 1 personal issue education

122
RESEARCH
  • YPOers Are Getting Younger!
  • Median Age is 43
  • Most Frequently Occurring Age is 44
  • Median Age of New Members is 39!
  • Impact Of The Influx Of Dot.com/New Economy
    Members
  • What will downstream effect be?
  • Implications
  • Newer, Younger Members Will Look For More Family
    More Business Programming
  • Boomers In 44 Age Group Creating An Increasingly
    Large Group Of Members in Transition

123
MEMBERS IN TRANSITION
  • At Any Given Time, 7 of YPOers On Grace Period
  • Internal Research Shows Up To 20 Of YPOers May
    Consider Themselves In Transition For Career
  • Sale of business
  • Owner/Investor/Chairman Model
  • Bankruptcy
  • Next Career
  • Another 10 In Transition Personally
  • Divorce
  • Re-marriage
  • Stepchildren
  • Parental Care

124
TIME INVESTMENT
  • Current Members, On Average, Spend 12-15
    Hours/Month In YPO Activities
  • Past Members Spent 20 Hours A Month On YPO
  • Prospective Members Expect To Spend 6 Hours Per
    Month

125
TIME POVERTY
  • Given Limited Time Available, How Does/Can YPO
    Fit Into A Members Life?

126
LIFESTAGES OF A YPOer
127
YPO Utilization During Lifestages for Engaged
Member
Overall Lifestage
YPO Utilization
High
Med
Low
Age
  • Peaks and valleys of need and Usage of YPO
  • Separate curves for Forum, Chapter, International
    Events

128
Lets Look At Drivers For These Stages
  • Lifestages Of A YPOer Can Be Broken Down Into 9
    Major Areas/Emotional Drivers
  • Children
  • Spouse
  • Business
  • Personal
  • Community
  • Family
  • Friendships
  • Spiritual
  • YPO

129
LIFESTAGES OF A YPOER
130
GAPS THAT SEEM TO APPEAR IN LIFESTAGES
  • Members in Transition/ Life Change Management
  • Personally
  • Relationships
  • Spiritually
  • Business
  • Parenting
  • Children
  • Parents
  • Business Rocket Fuel
  • Igniting The Latent Network
  • True Value Education
  • Community
  • Are We Something Larger Than Ourselves?

131
GAPS (continued)
  • Spiritual. Is This An Aspect We Should Be
    Exploring?
  • How Utilize Forum Experience As A Delivery Tool
    In Our Product Offerings?
  • Should We Provide Spouse Only Products?

132
THE FUNDAMENTAL QUESTION
  • Is YPO A Business Organization Driven To Educate
    Improve Business Leaders?Or
  • Is YPO An Organization/Network Dedicated To
    Improving/Changing The Lives Of Our Members?

133
YPO/MCKINSEY COMPANY PARTNERSHIP
134
YPO/MCKINSEY COMPANY PARTNERSHIP
  • YPO McKinsey Have Developed A Content
    Partnership In A Pilot Program Over The Past
    Year
  • Benefits To YPO
  • Provides Unique Content to YPO Members Otherwise
    Not Available
  • Leading Edge Thinkers To Business Leaders
  • Low Cost To Chapters Regions

135
2 LEVELS TO MCKINSEY RELATIONSHIP
  • Content Delivery Through Existing YPO Education
    Channels
  • Content Contribution To MYYPO

136
2002-2003 Programs Utilizing McKinsey
  • London, European Food and Beverage Seminar
  • Santa Barbara, Managing in Difficult Times
  • Guadalajara, Economic and Political Perspectives
    for Mexico in 2003
  • London/Westminster (2 events) New Trends in IT
    and Marketing Spend Effectiveness
  • Philippines, Asean Competitiveness
  • Quebec, Case Study with McKinsey
  • Toronto, Let Your Business Soar
  • Dubai, McKinsey Retreat, Global Trends
    Building a High Performance Organization
  • Philadelphia, The War for Talent
  • Johannesburg, Emerging Markets In The Global
    Context

137
McKinsey Focus Areas 2003-04
  • Outsourcing Off-Shoring
  • Getting Value Out Of IT Spending
  • Whats The Current Economy Doing What Is
    Growing?
  • New Trends In Not For Profit/Philanthropy
  • Funtional Issues
  • Biotech/Healthcare
  • Software/IT
  • Private Equity

138
MCKINSEY
  • Only Cost Should Be Travel
  • World Class Thinking On Relevant Business Topics
  • Regionally Focused
  • Great As Add On/Panel Participants
  • Contact Michael Fine, Ed Director _at_
  • mfine_at_ypo.org

139
  • CASE STUDY
  • A Chapter Of Accidents

140
  • RIS UPDATE
  • John Macomber
  • New England

141
  • Education Forum Confluence
  • Mark Scheinberg

142
BINSWANGER VIDEO
143
MARKETING IDEAS
  • Brochure On CD-ROM With Video
  • Video Intro To The Year
  • 3D Invitations
  • The Refrigerator Magnet!
  • Never Change A Date Get Dates Out ASAP!
  • E-Mail Reminders

144
MARKETING IDEAS
  • Stickers For Date Books Home Office
  • Always Mail To Home Business
  • Collect Spouse E-Mails Promote
  • Creative Inventive Invitations
  • Personal Phone Calls
  • Forum Involvement
  • Consider Expedited/Special Delivery of Invites
  • Use Executive Assistants
  • Attendance Contest
  • Flowers/Gift to EAs

145
MARKETING IDEAS
  • If You Dont Have A Newsletter, Start One
  • Try a new event newsletter
  • Publish Pictures In Newsletter Along With Dates
  • Have Meeting Reviews In Each Newsletter
  • Create The Expectation With New Members That They
    Should Attend At Least 70 Of The Events In Year
    1
  • Present Vouchers In Special, Unique Manner
  • Provide On-going E-mail Reminders With Program
    Suggestions

146
MARKETING IDEAS
  • Promote The Next 2 Meetings At The Current
    Meeting In A Fun Creative Way (Costumes,
    etc.)
  • Share Global Experiences At Chapter Meetings
    (Video/Photos Really Help)
  • Explain Your Goals
  • Involve them in helping
  • Win best of best
  • Increase participation to 65
  • Read The Evaluations and Ratings and Respond
  • Personalized Audio Tape From Resource
  • Personalized Books As Gift (if they attend)
  • Always Provide A Giveaway Item No Matter How
    Small
  • Marketing Video or CD
  • Market With Personal Invite Via Video By E-Mail

147
MARKETING IDEAS
  • Give Day Chairs Attendance Goals Challenge
    Incent Them To Exceed
  • Forums As Day Chairs
  • Sell Hard To The Spouses Kids
  • Keep Some Things A Surprise
  • If You Get Good Ratings, Crow About It
  • Make Transportation As Easy As Possible
  • Buses/Limos for outside areas
  • Make Sure Something Unique Is In Every Event
  • Food -Venue -Fun
  • Resource -Marketing -Surprises
  • Commit To The Take Home Value Then Deliver
  • Win An Education Award Market It To The
    Membership

148
DAY CHAIRS
  • Day Chair Dinner/Event Pre-Year
  • Outline goal/expectations
  • Set up reward system
  • Pair Younger Member With Older Member As Day
    Chairs
  • Make Sure All Have A Day Chair Manual
  • Add your own expectations
  • The Day Chair Should Be The Chief Marketing
    Officer
  • Other Marketing Ideas?

149
S.A.L.T.
150
  • When You Arrive At The Meeting Location, Do A
    SALT CheckS-Seating (arrangement to suit
    discussion format)A-Audio-(microphones,
    loudness, no ringing telephones,
    taping)L-Lighting (dimmers, window glare,
    stage/speaker, video/overhead projector)T-Tempera
    ture (twice as cold when room is still
    empty)(M Music should be playing on arrival)

151
  • 49ers/Graduation Strategies
  • Holiday Parties (The Buck Dinner)
  • Creative Traditions

152
  • SHARING TIME
  • IDEAS

153
WISE WORDSPart III
154
Listen To The Ideas At The GLC
Wise Words
155
Limited Attendance Creates A Frenzy!
Wise Words
156
Plan A Program With Varied Topics/Subjects So
Everyone Can Pick Choose What He/She Is
Interested In
Wise Words
157
Good Execution Is Better Than Good Planning
Wise Words
158
-Take A Deep Breath-Be Thick Skinned-Relax
Enjoy It!
Wise Words
159
Borrow With Pride
Wise Words
160
Its All About Great Champions
Wise Words
161
Dont Try To Be A Hero Involve Others
Wise Words
162
Make Sure Your Spouse Is Involved Early Often.
If They Like It, It Has The Opportunity To Be A
Great Event. If They Do Not It Has Little Chance
Wise Words
163
Prepare Way In Advance. Over A Year
Wise Words
164
Challenge Yourself To Find A New Resource To
Introduce To YPO For The First Time
Wise Words
165
Chapter Buy-in and Enthusiastic Committed Day
Chairs Are Key
Wise Words
166
Ultimate Metrics Of Program Success
Participation, Evaluations and Fiscal
Responsibility
Wise Words
167
Program Book/Chapter Directory Sets The Tone
Wise Words
168
Communication Builds Love. Honor Those Who Do The
Work
Wise Words
169
The Buck Stops At The Education Chairman Are You
A Member Or A Mouse?
Wise Words
170
Be Brave, Be Strong, Fight For Your Friends.
Forget The Big Stick, But Carry A Small Flask
Wise Words
171
Promotion, Promotion, Promotion
Wise Words
172
Treat This Like A Job
Wise Words
173
Do Your Best, Listen To Criticism, Never Be
Discouraged You Shall Never Surrender
Wise Words
174
Dine Arounds Always Work!
Wise Words
175
Even Though Your Program May Seem Old To You It
Is New Fresh To Everyone Else
Wise Words
176
Most Great Programs Are Free Or Very Reasonable
Wise Words
177
Make One Event A Mystery Guest Program. YPOers
Love To Be Surprised Its Easy To Market When
You Dont Have To Be Specific
Wise Words
178
Take It Seriously Not Personally
Wise Words
179
JOINT CLOSING SESSION
180
NEW AWARDS CRITERIA/PROCESS
  • Best Chapter Education By Region
  • International Winner Selected From These Regions
  • Best Chapter Education
  • Best Seminar
  • Best University
  • Ratings Used As Sole Criteria
  • All Chapters Automatically Entered Judged
  • Regional Winners Determined By Ratings.
    International Winners will have Program Brochure
    Description Reviewed

181

Graduation!
182
Go Forth Change The World
183
  • Hand In Postcards At Back of Room
  • Hand In Survey (With All 10s)
  • Please note Level
  • Suggestions to improve/what we did right
  • Come Back For The Advanced EOW in London
  • Those Of You Who Will Be Incoming Chapter Chair,
    Bring Your Assistant Ed Chair Next Year!
  • Budget for it

184
do jeh
  • You Are A Great Education Champion!
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