Agenda for One-to-One with Gil

Please prepare the next 121 by indicating the priority for the following agenda items. Make some notes to help your recall. Gather and prepare any documentation that will facilitate the discussion. Copy the completed agenda for Gil and either send prior to meeting or have available at meeting.

Priority (from 1 to whatever. Let’s make sure we discuss the most important items.)

______ What’s going on in my business that I need to talk about? (financials, sales, marketing, customer situation, competition, management team, personnel, culture, accountability, significant opportunity or threat, my role and results, most important priorities for next 30 days, etc.)

______ What’s going on in my personal life that I need to talk about? (quality/time with significant others, friendships, leisure time pursuits, financial, health, spiritual significant opportunity or threat, my role and results, most important priorities for next 30 days, etc.)

______ What is the most important thing I need to learn in the next 30 days to be more effective in my work and/or personal life? Why is it important? What’s my plan? What will success look like?

______ Updates on things we’ve been discussing for last few months.

______ Update of key indicators

______ Review of Outcomes for year

______ Ideas and applications from recent Vistage speaker(s).

______ Ideas and applications from articles in the Vistage folder.

______ Accountability: Review of Personal Action Summaries

______ Value of Vistage experience:   

                __ I want to discuss how the group is doing.
                __ I want to discuss how we’re doing in the 121s.
                __ I want to discuss how I’m using the larger Vistage community.

______ Referral(s) for Vistage CEOs and Key Executives