CEOBoost Meeting Overview and Agenda

Monthly CEOBoost meetings provide CEOs and leaders time and space to focus on growing their companies as well as developing further as a leader. It is an investment of time that pays itself off many times over through razor focused recommendations from fellow members to solve key business issues, insight to be more productive and impactful as a leader, and renewed energy through sharing and commiserating about the responsibility and opportunity of leading a company.

Meetings will vary based on the needs of the group and individual members but include the following components.

Meeting Theme Introduction and Discussion

Each meeting opens with the introduction of the theme for the meeting a well as time to reflect on a question posed by the group coach. For example, the theme could be “Business Transformation” and the question posed to the group could be “What do you need to do proactively to prepare for transformation from a people, process, and technology perspective?” The group coach will then facilitate a group conversation to help members reflect on the question and share past experiences and new insight to address the question, in this case “Business Transformation.” Meeting themes are connected to both the time of year (e.g. Q4 business planning) as well as common issues and concerns faced by the collective group.

Accountability and Group Connection

The next part of the meeting is a group discussion where each member provides an update on their progress against key commitments made during previous sessions. Doing so ensures accountability to each person’s commitments and that members are making forward progress in growing their companies as well as continued development of their leadership skills and competencies.

In addition to an update on commitments, each member takes time to provide a brief update regarding how things are going both personally and professionally. The quick updates provide greater insight into what each member is experiencing that may impact their ability to lead their firms. It also fosters a sense of empathy and connection leading to a greater willingness to help one another.-

Business Issue Processing

The majority of each meeting is focused on helping individual members solve key business issues. The issues range but typically revolve around company growth (e.g. What are the best new markets to enter in order to grow my firm?" or “What is the best method to fund our company’s growth?”), people issues (e.g. “When is the right time to increase headcount?” or “How do I resolve a conflict with my co-founder?”), company strategy (e.g. “What should we do to prepare for a downturn in the economy?” or “What is the best way to grow and scale my company?”), marketing (e.g. “How can we reach more of our target prospects?” or “How compelling is our company’s value proposition?”), and other topics surfaced by group members.

In addition to processing key business issues, the group also focuses on personal topics such as managing stress, work/life balance, health and wellness, and relationships. Addressing personal topics help us become better people and ultimately better leaders and stewards of our companies.

The end result of processing an issue a set of direct recommendations from the group and commitment from the issue host to take action on one or more of the recommendations. Members walk away with concrete actions and also renewed energy resulting from group input and help with solving a thorny problem.

Host Presentation

Each meeting has a designated host who provides the meeting space. In addition, the host has an hour to present to the group and tee up a key business issue. A first time host will take time to talk about their background and how they became involved with their company (e.g. promoted to CEO, acquired the company, founded the company). When a member hosts for the second time, third time, and more, they have the flexibility to present a new strategy they are launching, an initiative they are considering, or any other topic that the host would like to address with the group. At the end of the host presentation, they will lay out the business issue they would like the group to help solve. This part of the host presentation works like the Business Issue Processing section.

Guest Speaker (One Time per Quarter)

Group meetings also include outside speakers who share insight into topics of interest to the group as well as to spark new ideas. Potential topics include HR Do’s and Don’ts, How to Engage and Retain Employees, Legal Updates on Laws Impacting California Companies, and other areas such as How to Use Artificial Intelligence to Grow, and Driving Marketing ROI.

Leadership Deep Dive

Sessions will also include dedicated time to help members grow as leaders and acquire new leadership skills and competencies. Growth areas include managing conflict, creating a high performing team, conducting effective coaching conversations, leading through strengths, communicating with impact, building executive presence, and time management for CEOs. The group coach will share research, insight, and tools for the specific leadership topic as well as facilitate a dialogue focused on potential leadership gaps and actions to take to close the gaps.