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Notes to Presenter: This presentation has many slides that explain TAB. Most of the slides can be presented quickly. However, you may want to retain only the most important slides TAB-focuses slides based on your audience & event format. Each slide includes talking points in the notes section. To insert your own new slides while retaining the look-and-feel of this presentation, insert a blank slide, go to a slide that has the background you desire, select/copy the background, paste it into your new slide & add your text and graphics. There are several videos embedded in this presentation. Contact IT Support for assistance in installing these videos on your PC and linking to them. And of course, delete this slide before presenting!

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Strategic Business Leadership YOUR FORMULA FOR GREATER SUCCESS

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What to Expect: Introduction to TAB Overview of Strategic Business Leadership process An invitation

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that collective wisdom brings strategic advantage At TAB, we believe

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that accountability hastens individual and business success

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and that clarity of advice eliminates fear of change.

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What TAB does: builds advisory boards of 4-10 non-competing owners/CEOs who meet once a month for four hours

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provides up to four hours private executive coaching sessions every month

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uses TABs proprietary Strategic Business Tools

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all in a confidential and safe environment guided by a TAB Facilitator/Coach.

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So that owners get real-world advice that broadens perspective

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enabling them to plan and execute more strategically

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Owner/CEOs concerned about the current state of their business and who want to address their challenges in an affordable and transformational way will benefit from the immediate, positive changes and competitive advantage TAB membership brings.

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64% of small business owners who are TAB members reported an increase in profits in 2013. 81% of small business owners are predicting an increase in sales revenue over the next year.

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76% of TAB Board members feel that their most valuable business resource to overcome challenges is their Board of business experts. 44% of TAB members added full-time employees in 2013, compared with 25% of non- members.

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Peer advisory boards Private coaching/mentoring CEO tools: TBV/SBL/DISC Business education Very special kind of networking: Leveraging close, trusted relationships

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Monthly: same day every month A fast 4 hours Business-savvy mentor/coach facilitator No competing businesses No agenda but to help each other

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A coach is someone who tells you what you dont want to hear, who has you see what you dont want to see, so you can be who youve always known you could be. -Tom Landry

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What happens at your privatesession?

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Tools to assess your situation and then track and create a plan

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: TAB Business Vantage: On-line MRI for your business Compare your company focus to results Compare your assessment with partners, senior managers or key employees

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Strategic Business Leadership

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Making Change Happen! It starts with you the business owner Leadership is about coping with and driving change

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An Introduction to SBL by Allen Fishman

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Strategic Business Leadership SBL: Strategic Business Leadership traditional strategic planning as Not traditional strategic planning as realistic, practical benefits come quickly Align Personal and Business Vision Take stock with a SWOT Critical Success Factors Prioritize goals Hone your strategies Action Plans to get it done

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SBL Process For Changing Company Course Gets Results Realistic - recognizes role of owner Easy to customize to privately owned companies of every size Process is simple to follow 1 No overwhelming time or financial commitment 2 3 4

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SBL Planning Provides Direction Where to focus resources, time & employee effort Alignment of employee efforts to achieve same goal

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SBL Formula For Greater Success Four Elements Each element is a great help by itself Use all four elements to maximize success

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Allen Fishman - Personal and Company Visions

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Element One Personal and Company Vision Written Personal Vision Statement Is your business running you or are you running your business? Written Company Vision Statement Like a compass pointing your organization in a desired direction

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Personal Vision Statement Owners Personal Vision includes such things as Desired involvement in business Time at office-weekly, vacation time Who do you want to work with How much income distributed from business and equity level in business

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Personal and Company Vision DESTINATION Personal Vision of Success POWER Company Vision of Success SBL Bicycle

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Company Vision Statement Where do you want your company to go? What do you want your company to look like in the future?

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Element Two - The Look In Company Mirror Company SWOT Statements Strengths Weaknesses Opportunities Threats What does your company look like now?

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No Map No Guide No Direction No Map No Guide No Direction Lets Start Changing Course #1 Reason For Businesses Under-Performing: Lack of Formal Planning

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SBL Plan Pyramid Strategies Action Plans Goal Critical Success Factor Element Three: Company Plans How can you change course to achieve your Company Vision?

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Element Three: Critical Success Factors (CSFs) The most important factors facing your business What are the factors which, if not satisfied, will prevent your company from achieving the success you want for it Conceptual in nature CSF Example: Increase Sales Revenue

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Element Three: Goal To Achieve CSF Restatement of CSF in a way that is Specific Measureable Each Goal must be reasonably achievable within very specific timelines 15% increase in annual rate of sales revenue by the end of next year

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Element Three: Strategies To Achieve Goal Plan of attack to achieve goal Conceptual in nature One to five depending upon number and capability of employees Update marketing material

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Element Three: Action Plans Each action must be SMART S Specific M Measurable A Achievable R Responsible party T Time frame Create a list of 5 features/benefits for new product line (Jeff 1/30/11)

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Element Four: Making it Happen! Successful business leaders mindset Think strategically rather than working on the idea of the week Focus on building teams rather than trying to do everything yourself Motivating those responsible to get timely results Creating a results oriented culture that embraces change

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Element Four: Making it Happen! It starts with you the business owner Leadership is about coping with and driving change Employee alignment towards achieving a Goal requires an environment where employees can express their views in an open and honest manner

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Element Four: Making it Happen! Twice a month: review results and modify Action Plans as needed with Operations Team Meetings with employees responsible for specific actions in Company Plans as often as needed

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A Conclusion from Allen Fishman

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SBL Business Briefing SBL Business Evaluation No Obligation Application & Profile Acceptance By You & Board The Next Steps

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One Time New Member Investment One time new member assessment fee Access to SBL Online Tool Customized diagnostic of your business using TAB Business Vantage Pre-TAB Board Meeting Coaching session

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3,000 years ago Plans fail for lack of counsel, but with many advisors, they succeed. - Proverbs 15:22 3,000 years ago Plans fail for lack of counsel, but with many advisors, they succeed. - Proverbs 15:22

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Thank You