Business Review

• -Business Unit Review
• -Sales for the Prior Month
• -Sales Trend/Backlog
• -Gross Margin (by customer/by product or service)
• -Cash Position/Cash Flow
• -Inventory Management
• -Receivables Management
• -Quality/On-time Delivery
• -Productivity/Return on Investment
• -Other Key Performance Indicators (KPIs)

Client Issues (Problems, Concerns, Opportunities, Challenges)

• -Leadership & Governance
• -Strategic Plans & Implementation
• -Financial & Capital Management
• -Banking Relationships
• -Investor Relationships
• -Team Building/Interpersonal Issues
• -Time & Resource Management
• -Managing for Results
• -Customer Concerns
• -Customer Service
• -Sales and/or Marketing
• -Operational Effectiveness & Efficiency
• -Purchasing & Vendor Management
• -Training & Employee Development
• -Succession Planning
• -Human Resource Management
• -Recruitment, Retention, and Termination Issues

Action Plan Review

• -Actions committed to based on CEO Forum presentations
• -Actions committed to based on prior Coaching Sessions

 New Actions to be Taken

• -Based on today’s meeting, CEO assignments are defined
• -Based on today’s meeting, CEObuilder Coach assignments are defined

This agenda is suggestive of the various topics that might be discussed in a Coaching Session.  The reality is that just a handful are discussed in any given session.  However, over time, most of these topics are addressed—according to the needs of each CEO.  Indeed, the CEO sets the agenda—and determines the rigor and depth of Coaching Sessions.  That said, we encourage our CEOs to prepare for each session, and whenever possible, set the agenda themselves.  Their openness regarding their progress, concerns, and opportunities sets the stage for strong, continuous, positive results.