Powerful CEO Calls

1

• Powerful CEO Calls
• Tips for Success
• Ron Samuels, CEO of Avenue Bank
• Show Up
• Show Up On Time
• Show Up On Time Prepared
• Show Up On Time Prepared and
• Ready To Engage
• Marc Fortune, Entrepreneur
• 90 is the setup and 10 is the ask
  

2

• Show Up and Show Up On Time
• Have you ever forgotten an appointment
• Document your appointments in your Day-Timer or
  blackberry
• Dont write things down on scrap paper or think
  you will remember to write it down later
• Show up on Time.better yet arrive 10 minutes
  early
• Nashville area a non-profit showed up for an
  appointment but they were 5 minutes late and the
  CEO told his secretary obviously they were not
  interested so he had other things to do and would
  not reschedule another appointment
• Other than the obvious, what could they have done
  differently called to apologize for running
  behind
• Opportunity to network and visit with person
  sitting at the front desk
• Gives you an opportunity to catch your breath and
  get organized
• CEO/Management are not waiting on you
• Individual(s) you are scheduled to see DO NOT
  have to do business with United Way
• Show Up, Show Up On Time, Prepared
• Do your homework know everything you can about
  the company
• Research the companys website
• Read your local newspaper
• Send CEO and your contact congratulation notes

3

• 2008 Company Campaign Recap
• Company Tractor Supply
• Campaign Dates October 31 November 21
• Lead Contact Kim Vella
• Employee Campaign Manager Leigh Spencer
• Campaign Kickoff and Activities
• Management support was GREAT! Jim Wright spoke
  on several occasions about why he chooses to give
  to United Way. Kim reminded everyone how that if
  they had jobs they were members of the Lucky Dog
  Club. Individual from management team shared how
  he and his family personally benefited from using
  United Way.
• Campaign kicked off with a tail gate party on
  Halloween afterwards they had their quarterly
  meeting. Because of the economy they did a low
  key campaign. They did have a leadership lunch
  November 3. Toward the end of the campaign Donna
  Miller (CASA) presented to all the
  employeesDebby Rainey also spoke to the
  employees.
• TSC challenged employees to give their fair
  share. Campaign was conducted via electronic
  communications with two major exceptionsthis
  year team members were asked to speak about how
  they had benefitted from Living United. They
  had a silent auction, auctioned off Kentucky
  Derby and Tennessee Titan tickets. Special
  events total was 7,148.00. They created a Jeans
  tracker to post on the intranet with Thank Yous
  in the form of jeans days in increasing
  increments as they met their goals, when they met
  goal they also got the day after Christmas off.
  Campaign goal was 275,000.final was
  328,894.63!
• Opportunities/Issues
• Keeping the same amount of excitement for 2009s
  campaign season. Participation 2008 Special
  Events
• Report on Campaign Dollars
• CG - 105,283.00
• EG - 214,498.00
• SE - 7,148.00
• Campaign up 14 over 2007s campaign

4
(No Transcript)
5

• Show Up, Show Up On Time, Prepared, Ready To
  Engage
• All of the information we have discussed and tips
  that have been shared are excellent ways to be
  ready to engage your CEO in conversation.
• We also need to use a different approach. This
  call doesnt need to be all about what the
  company can do for us and our community.
• We need to come out the gate with demonstrating
  what we can do for the company
• Team building community volunteer projects
• United Way Lunch-n-Learns
• Developing leadership skills through volunteer
  opportunities
• Loaned Executives
• Employee Campaign Managers
• Committee Volunteers
• Matching company with volunteer opportunities
  based on their demographics and interests