Leadership Collaborative May 2, 2013

Agenda Timing 12 Box lunch 1-5 Discussions 5 Drinks 6 Dinner Topics Introductions XPX Vision Collaboration Study Board Management Events Management Leveraging the XPX Website Membership Management Sponsorship Development

Introductions - Mary Name Chapter Chapter role Your business What you hope to learn today

XPX Vision – Dan and Shannon Language of the vision and mission Education, collaboration, network Does this work, what does it mean? Future direction

copyright2013_rosemarydidiobrehm_ turningpoints2results - permission required for usage Rosemary DiDio Brehm turningpoints2results Clearwater, FL Vice President

copyright2013_rosemarydidiobrehm_ turningpoints2results - permission required for usage Why the Survey? 5 minute overview Collaboration… Are we? How are we? How productive is it? How to improve? What can our Chapters provide? We keep talking about Collaboration…. But, What’s Really Happening? Survey: 12 Collaboration Activities surveyed Member demographics included Rate current performance 21 members responded 4 Chapters gave input Lots of data to analyze Lots to share

copyright2013_rosemarydidiobrehm_ turningpoints2results - permission required for usage Headlines: Survey shows… … A “Continuum of Collaborative Activities” that range from “referrals” to “engaged expertise” – NO “ONE WAY” EMERGED- …More “informal” collaboration than actual “process” collaboration happening …Usual “team dysfunctions” are deterrents to more collaboration …Biggest Challenge is defining overall process steps, engagement guidelines, conflict resolution methodology. …Majority of collaboration activity and results seem “tentative”. …People are looking for success stories, best practices, and implementation strategies.

copyright2013_rosemarydidiobrehm_ turningpoints2results - permission required for usage We want to learn …. About Success Stories and Scenarios Best Practices for: Developing the “process” blueprint Working the “process” together Conflict Resolution Creating Collaborative Contracts Effective Communication Working with Ad Hoc Teams Aligning Incentives copyright2013_rosemarydidiobrehm_ turningpoints2results - permission required for usage

I will share much more…. Research Study Summary Report May 7 th - posted on Exit Planning Exchange Website “Deeper Dive” into Research Study Results Follow my blogs on XPX Website for specific details of all 12 collaborative activities surveyed. Questions? Rosemary DiDio Brehm, turningpoints2results Performance Improvement and Collaboration Consultant ,

Board Management – Shannon Leadership Delegation Accountability Financials

Events Management – Laura Process Strategy Tactics Collaboration with Other Groups Owners Academy

XPX Website - Mary Basics: photos, profiles Intermediate: content Advanced: marketplace

Membership Mgmt – Stan/Joe Process Strategy Tactics

Sponsorship Dev - Dan Process Strategy Tactics

Wrap Up What are your key goals and take- aways from today’s program?