new member presentation name of company owner name
TRANSCRIPT
New Member PresentationName 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…..