These are the slides that were used at the first In-Person meeting of the PHXBusinessOwners Group. Please contact Robb Evans at robb.evans@PHXBusinessOwners.org with any questions.

1. Phoenix Business Owners
www.PHXBusinessOwners.org

2. Phoenix Business Owners
www.PHXBusinessOwners.org
Welcome…
…and Thank You

3. Two Guiding Principals of the Group
• None of us knows • Repaying forward
everything the “favors” and
good fortune
• We all have bestowed upon us
Two Heads something to offer
Pay-it - by others
are better • We all have • Putting our
something to gain Forward
than one experience and
• Better decisions can expertise to work for
be made through others
collaboration • Gaining by giving

4. PHXBusinessOwners Activities
1) Continued use of social media to create and maintain virtual relationships
between business owners
2) Occasional social activities to help further the bonds between group members;
we are committed to not have these be your over-used networking cocktail
reception
3) Options for participating in group-organized community service opportunities,
thereby making a solid positive impact on our communities
4) Formation of Advisory Boards to help provide access to experience, knowledge
and network connections to companies looking to grow their revenues and
profitability

5. 1) PHXBusinessOwners’ Online Presence
Newsletter
Facebook
LinkedIn
www.PHXBusinessOwners.org
Meetup
Ning
You Tube

6. 1) PHXBusinessOwners’ Online Presence
Your Opportunity
• Make connections that will help you grow your business (classic networking)
• Seek and receive input to address a specific challenge or opportunity
• Get quick input regarding possible new suppliers for products and services you
need
• Demonstrate your expertise and experience by advising others
• Promote your services
Your Role
• Use common sense and good online etiquette
• Be as open and honest as possible
• Turn to the group for help; others will appreciate the opportunity to assist you
• Assist others; demonstrate your experience and thought-leadership
• Limit excessive self-promotion
• Talk-up the Group and “recruit” additional business owners (e.g., invite friends,
recommend to relevant people in your professional network)
• Post pictures of Group activities; “tag” fellow business owners; interact
• Consider participating on the Social Media Steering Committee

7. 2) Occasional In-Person Social Interaction
Your Opportunity
• Interact with fellow business leaders in an informal environment – but not just
over cocktails
• Get to know the real person behind the online persona
• Establish trust
• Extend your personal network – founded on trust and personal knowledge of the
individuals
• Score points; win $!!
Your Role
• Participate regularly in the group’s in-person social activities
• Talk-up participation amongst other business leaders in the community
• Spread the word via social media involvement, both in-advance and afterwards
• Seek out and offer suggestions for social activities for the group
• Consider participation on the In-Person Social Activities Steering Committee

8. 3) Community Service Opportunities
Your Opportunity
• Give back to others in greater need than you
• Roll up your sleeves alongside other like-minded business leaders; get to know
them on a level beyond swapping business cards at a cocktail party
• Demonstrate leadership by you, by your company, and by the small business
community of the greater Phoenix area
• Pay-it-Forward
Your Role
• Participate regularly in the group’s community service activities; score points!
• Talk-up participation amongst your family, your friends, your company, and your
relationships with other business leaders in the community
• Spread the word via social media involvement, both in advance and afterwards
• Seek out and offer suggestions for community service projects for the group
• Consider participation on the Community Service Steering Committee
• Feel good about the positive contributions you make to your community

9. 4) Advisory Board Participation
Your Opportunity
• Meet Monthly in a structured Board environment, giving and getting input and
feedback to help one another profitably grow each others’ businesses
• Utilize proven tools and templates to provide the roadmap to success
• Focus on the pragmatic elements of business execution; not just theory
• Draw upon the experience and expertise of other business owners to address
your company’s specific challenges and opportunities
• Hold yourself accountable through ongoing updates with a mentor and with your
Board
Your Role
• Attend and participate in monthly Board Meetings
• Prepare for Board Meetings (through Webinars, phone sessions and structured
templates)
• Actively engage with your fellow Board Members; give of yourself, actively listen,
share your knowledge and experience, speak and act openly and honestly
• Seek input from other Board Members; be open to other perspectives and
approaches

10. About Greater Phoenix Advisors, Inc.
Provide revenue-growth and profitability-improvement solutions
• Tools, process improvement recommendations, and strategic resources
• Proven track record of success, nationally and in Phoenix
Place business owners onto Boards of Advisors for one another
• Proven methodology employed with over 3000 companies
• Purposefully work with a wide diversity of industries

11. Two Heads Are
Better Than One

12. Value of Advisory Boards
Affordable, Sounding
Practical Resource
Board Sharing
Business
Advice for Ideas
Safe
Think Tank Networking
Environment

13. Value of Advisory Boards
Outside You don’t know
Evaluation What you don’t know
One
Focus Group Accountability
Good Idea

14. Typical Board Member Issues
Family Marketing
Cash Flow
Business and
Concerns
Issues Sales
Dealing
Succession Exit With an
Planning Strategies Uncooperative
Partner

15. Typical Board Member Issues
Hiring
Time
and Financing
Management
Firing
Balancing
Changing New Personal
Course Technology and
Business Life

16. What Board Members Learn
While all businesses
are unique, 75-80%
of business challenges are
common to ALL companies
There’s an advantage to not
being locked into your
industry’s way
of thinking

17. Business Segment Boards
B2B
B2C Gov’t / Non-Profit

18. Industry Advisory Boards

19. Silver Board Participation
Numerous analysis, planning Monthly Webinar to cover key
Monthly Board Meeting and business-execution topics and prepare for Board
templates and tools Meeting
Additional monthly phone
coaching session to ensure Semi-annual meetings with
Monthly Social or Community
comprehension of Webinar Platinum Board; quarterly
Service opportunities
information and to confirm meetings with Gold Board
Board preparedness
Ongoing mentions in
PHXBusinessOwners’ Website,
Ning Group / Shared Network
Ongoing access to a Gold Board Blog, Twitter, FaceBook,
to provide inter-meeting
Mentor LinkedIn, newsletter, etc., with
communication
periodic links to your corporate
Website

20. Business Vantage

21. Sample of Webinar Topics
Time Management
Low-Cost and Free Direct and Word-of- Developing and Negotiating to Make
for the Business
Marketing Tactics Mouth Marketing Using a Sales System it Happen
Leader
Creating Your
Working with Banks
Personal and Understanding Inspirational Four Elements of
During Tough
Company Vision Financial Statements Leadership Successful Hiring
Economic Times
Statements
Cash Flow & Cash
Creating Written Identify and
Results-Driven Management Creating a Marketing
Personal and Written Understand Your
Communications Including Credit & Plan
Company Plans Target Audience
Collection Policy
Improving Company Insurance: Health, Developing Your
Results Through Liability and Other Retaining Your Financing Strategy Web-Based
Understanding Business Insurance Current Customers Including Leasing Marketing
Behaviors Needs Essentials

22. The Network Effect
Industry Advisory Board Business Segment Boards
Exit
Planning
Benefits Comm.
& Comp. Property B2B
Financial
Book- Advisory Board Tax Financial Market
keeping Planning
Know-How Opportunity
Gov’t /
B2C
Non-Profit
Credit / PFP
Lending
Financial Know-How Meets Market Opportunity
Ongoing Focus Groups – Multiple Business Segments
Real Solutions Addressing Real Opportunities and Challenges

23. B2B
Marketing
& Sales
Advisory
Board
Gov’t /
B2C Non-
Profit
B2B
Technology
Advisory Specific Industry Market
Board Know-How Opportunity
Gov’t /
B2C Non-
Profit
B2B
Financial
Advisory
Board
Gov’t /
B2C Non-
Profit
Specific Industry Know-How Meets Market Opportunity
Ongoing Focus Groups – Multiple Business Segments
Real Solutions Addressing Real Opportunities and Challenges

24. B2B
Marketing
& Sales
Advisory
Board
Gov’t /
B2C Non-
Profit
B2B
Technology
Advisory Specific Industry Market
Board Know-How Opportunity
Gov’t /
B2C Non-
Profit
B2B
Financial
Advisory
Board
Gov’t /
B2C Non-
Profit
Specific Industry Know-How Meets Market Opportunity
Ongoing Focus Groups – Multiple Business Segments
Real Solutions Addressing Real Opportunities and Challenges

25. B2B
Marketing
& Sales
Advisory
Board
Gov’t /
B2C Non-
Profit
B2B
Technology
Advisory Specific Industry Market
Board Know-How Opportunity
Gov’t /
B2C Non-
Profit
B2B
Financial
Advisory
Board
Gov’t /
B2C Non-
Profit
Specific Industry Know-How Meets Market Opportunity
Ongoing Focus Groups – Multiple Business Segments
Real Solutions Addressing Real Opportunities and Challenges

26. The Expanded Network

27. How Do Silver Board Members Benefit?
Receive structured input and feedback from other thought-
leaders in the business community
Peer Boards,
including • Address real-life issues and opportunities faced by your firm
Industry
Segment • Pragmatic input – NOT just theories or general principles
Boards
Engage in ongoing interaction with, and obtain input from,
decision-makers and business owners in desired markets
• Shape product direction and sales approaches
Silver • Get input and make valuable contacts that will provide direction
Board for addressing key strategic needs
Semi-Annual • Present specific solutions, alone and in partnership
Quarterly
Platinum
Gold Board
Board
Interaction
Interaction Elevate the Firm’s Market Visibility
• Direct interaction with Business Segment counterparts; indirect
exposure to 1200+ additional Phoenix-based business leaders
• Awards of Achievement; Web and Social Media promotion

28. Summary of Network Benefits
Performance Improvement Business Segment Interaction Marketing
• Monthly Peer Input • Ongoing engagement with 18- • Present your own Firm’s
• Address real-life issues and 25 companies in a wide range capabilities within framework
opportunities faced by your firm of industries, plus a mentor of ongoing Board interaction
• Get pragmatic & directly • Raise market challenges and • Website, social media group
applicable input, rather than identify solutions that will and newsletter exposure to
theory and general principles
shape company direction, 1000+ companies; direct links
• Personal Preparation & sales and investment to your own Web presence
Follow-up approaches • Opportunity for individual
• Accountable action plans to • Present unique company Honorariums in your specific
ensure execution and
accountability for accepted input challenges and opportunities, field
and hear potential new • Opportunity to receive awards
• Business Education methods for addressing them
• Guest speakers
and gain recognition for
• Identify opportunities to expertise and contributions
• Relevant research
partner with other firms to • Be highlighted as company-of-
• Tools & Other Resources address market needs the-month to over 1000
companies

29. Summary of Participation Benefits
Board Member “Social Member”
• Monthly Board meeting for gaining valuable input to • Participate in Monthly Community Service and Social
grow your business Activities – grow close to other community business
• Numerous analysis, planning and business-execution leaders while also “paying-it-forward” to those less
templates and tools fortunate in the community
• Monthly Webinar to cover key topics and prepare for • Monthly newsletter chock full of activity updates,
Board Meeting business advice, and special discounts exclusively
• Additional phone coaching session to ensure offered to Organization participants and Board
comprehension of Webinar information and to Members
confirm Board preparedness
• Semi-annual meetings with Platinum Board;
quarterly meetings with Gold Board
• Ongoing access to a Gold Board Mentor
• Ning Group / Social Media to provide inter-meeting
communication
• Ongoing mentions in PHXBusinessOwners’ Website,
Blog, Twitter, FaceBook, LinkedIn, newsletter, etc.,
with periodic links to your corporate Website
• Ability to participate in Monthly Community Service
and Social Activities– grow close to other community
business leaders while also “paying-it-forward” to
those less fortunate in the community
• Monthly newsletter chock full of business advice,
activity updates, and special discounts exclusively
offered to Organization Participants and Board
Members

30. Board Participation Timeline
Formation of
Boards and
Preparatory Kickoff of Initial
Webinars and Board Meetings
Phone Follow -up
Preliminary work:
• Vision and
• Business Mission
Assessment
• 2010 Goals,
Robb to follow- • Biography Strategies and
up within the Action Plans
next two weeks • Prep for Initial
to confirm Board Meeting
Register registration
Today information
and initiate
creation of
Boards

31. Social and Community Service Timeline
December 8th
November 10th • St. Vincent de
Paul Family
• St. Vincent de Evening Meal
November 4th Paul Family • 4:00 PM to
Evening Meal 6:30 PM
• The “Ultimate • 4:00 PM to
Quest” at Dave & 6:30 PM
October 31st Buster’s in
Tempe Market
Tempe Town Place
Lake Clean-up • 5:45 PM
and Tree
Register Today; Planting
Robb to follow- • 8:00-10:00AM
up within 2
weeks to
confirm
registration
information

32. Silver Board Participation
Numerous analysis, planning Monthly Webinar to cover key
Monthly Board Meeting and business-execution topics and prepare for Board
templates and tools Meeting
Additional monthly phone
coaching session to ensure Semi-annual meetings with
Monthly Social or Community
comprehension of Webinar Platinum Board; quarterly
Service opportunities
information and to confirm meetings with Gold Board
Board preparedness
Ongoing mentions in
PHXBusinessOwners’ Website,
Ning Group / Shared Network
Ongoing access to a Gold Board Blog, Twitter, FaceBook,
to provide inter-meeting
Mentor LinkedIn, newsletter, etc., with
communication
periodic links to your corporate
Website

33. Experience is that marvelous thing that enables you
to recognize a mistake when you make it again.

34. Phoenix Business Owners
www.PHXBusinessOwners.org