New Member Presentation Name of Company Owner Name
Outline Professional Background Personal Interests Business Overview Business Challenges Business Goals and Successes Why TAB
Professional Background Grew up where? Highlights of working experience How got started in the business Strengths/expertise Role in the business
Personal Interests Hobbies Family What are you passionate about
Business Overview What does your business provide How long in business Revenues? Number of employees? Unique Sales Proposition – why would someone do biz with you vs. competitors? Competitors? How do you make money?
Organization Structure You Do you have partners? What are their roles? Are there any family members in key roles?
Business Challenges What are the tactical issues you have? What are the strategic issues you have? What is keeping you up at night? If partners – how would you describe the health of the partnership? If family business – any issues with family members impacting the business?
Business Goals and Successes Short term goals (1 year or less) Long term goals (3-5 years) What do you suspect is your exit strategy Family succession; sell; shut down;employee buy Business successes/accomplishments/awards
Why TAB Why did you join TAB? What do you need from your board to take it to the next level? Candidness Accountability Ask you the tough questions Etc…..