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© BestWork DATA, LLC 2013 All Rights Reserved
Applying DATA to Improving the
Vistage Client Experience
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
Objectives
1.Improve Chairʼs facilitation of group
2.Improve groupʼs interaction, ensuring each memberʼs engagement
3.Improve Chairʼs insight for one-on-ones
4.Provide Chair with insight into memberʼs role as CEO
5.Provide DATA for long term analytics
6.Use DATA to build connective architecture of the Vistage process
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
Vistage Model
Member
Vistage
Chair
Vistage Group
Member’s
Company
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
FOCUSED ON
NOW
2 4 5 FOCUSED ON
FUTURE
SLOWER
INFORMATION
PROCESSING
2 4 5
QUICK
INFORMATION
PROCESSING
SEEKS CHANGE 5 3 2 1 CONVENTIONAL
INDIRECT 3 7 1 DIRECT
MAKES
EXCEPTIONS 5 3 2 1 FOLLOWS RULES 
PROCEDURES
LITTLE OR NO
PLANNING 3 1 1 6 DETAILED
PLANNING
LOW NEED FOR
DETAILS 3 1 1 6 HIGH NEED FOR
DETAILS
PATIENT 3 3 2 1 2 URGENT
INDIVIDUAL
EFFORT 8 3 COLLABORATIVE
EFFORT
QUIET 
IMPERSONAL 3 1 2 4 1 OUTGOING 
FRIENDLY
Vistage Group
Understand Topology of Group
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
FOCUSED ON
NOW
2 4 5 FOCUSED ON
FUTURE
SLOWER
INFORMATION
PROCESSING
2 4 5
QUICK
INFORMATION
PROCESSING
SEEKS CHANGE 5 3 2 1 CONVENTIONAL
INDIRECT 3 7 1 DIRECT
MAKES
EXCEPTIONS 5 3 2 1 FOLLOWS RULES 
PROCEDURES
LITTLE OR NO
PLANNING 3 1 1 6 DETAILED
PLANNING
LOW NEED FOR
DETAILS 3 1 1 6 HIGH NEED FOR
DETAILS
PATIENT 3 3 2 1 2 URGENT
INDIVIDUAL
EFFORT 8 3 COLLABORATIVE
EFFORT
QUIET 
IMPERSONAL 3 1 2 4 1 OUTGOING 
FRIENDLY
Vistage Group
Understand Topology of Group
Serve the differences
more effectively.
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
FOCUSED ON
NOW
2 4 5* FOCUSED ON
FUTURE
SLOWER
INFORMATION
PROCESSING
2 4 5*
QUICK
INFORMATION
PROCESSING
SEEKS CHANGE 5 3 2* 1 CONVENTIONAL
INDIRECT 3* 7 1 DIRECT
MAKES
EXCEPTIONS 5 3 2* 1 FOLLOWS RULES 
PROCEDURES
LITTLE OR NO
PLANNING 3 1* 1 6 DETAILED
PLANNING
LOW NEED FOR
DETAILS 3 1* 1 6 HIGH NEED FOR
DETAILS
PATIENT 3 3* 2 1 2 URGENT
INDIVIDUAL
EFFORT 8* 3 COLLABORATIVE
EFFORT
QUIET 
IMPERSONAL 3* 1 2 4 1 OUTGOING 
FRIENDLY
Vistage Group w/ Chair*
Understand Chair’s Points of
Interaction with Group
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
FOCUSED ON
NOW
2 4 5* FOCUSED ON
FUTURE
SLOWER
INFORMATION
PROCESSING
2 4 5*
QUICK
INFORMATION
PROCESSING
SEEKS CHANGE 5 3 2* 1 CONVENTIONAL
INDIRECT 3* 7 1 DIRECT
MAKES
EXCEPTIONS 5 3 2* 1 FOLLOWS RULES 
PROCEDURES
LITTLE OR NO
PLANNING 3 1* 1 6 DETAILED
PLANNING
LOW NEED FOR
DETAILS 3 1* 1 6 HIGH NEED FOR
DETAILS
PATIENT 3 3* 2 1 2 URGENT
INDIVIDUAL
EFFORT 8* 3 COLLABORATIVE
EFFORT
QUIET 
IMPERSONAL 3* 1 2 4 1 OUTGOING 
FRIENDLY
Vistage Group w/ Chair*
Understand Chair’s Points of
Interaction with Group
EasyHarder
HarderEasy
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
Vistage
Chair
Vistage
Member
Vistage
Member
Vistage
Member
Vistage
Member
Member Interaction
Vistage
Member
Vistage
Member
Vistage
Member
Vistage
Member
Vistage
Member
Strengths
Chart
Understand Unique Aspects of
Interaction with Each Member
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
Vistage
Chair
Vistage DATA Model - One-on-Ones
Vistage
Member
Vistage
Member
Coaching
Guide
Understand Key Points for One-on-Ones
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
Vistage
Chair
Vistage
Member
Vistage
Member
Vistage
Member
Vistage
Member
Vistage DATA Model - Member Interaction
Vistage
Member
Vistage
Member
Vistage
Member
Vistage
Member
Vistage
Member
Team
Strengths
Member
Interaction
Facilitation
Understand Each Member’s Contribution
 Interaction with the Group
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
Vistage
Member
Management
Strengths
Manager’s
Self-Coach
My Manager
Provide Each Member with Tools that
Impact Their Role within Their Company
Direct
Reports
Wednesday, July 17, 2013
© BestWork DATA, LLC 2013 All Rights Reserved
• It may only be used within their Vistage groups.
• BestWork DATA will train the chairs on its use,
although it is quite easy to use without training.
• It may not be resold and no fees may be
charged for its use.
• No purchases of any kind are necessary to use
this program.
This special program is provided at no cost to
Vistage chairs.
For more information contact Lauretta Russell
lauretta.russell@bestworkdata.com
Wednesday, July 17, 2013

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Vistage data concept & offer

  • 1. © BestWork DATA, LLC 2013 All Rights Reserved Applying DATA to Improving the Vistage Client Experience Wednesday, July 17, 2013
  • 2. © BestWork DATA, LLC 2013 All Rights Reserved Objectives 1.Improve Chairʼs facilitation of group 2.Improve groupʼs interaction, ensuring each memberʼs engagement 3.Improve Chairʼs insight for one-on-ones 4.Provide Chair with insight into memberʼs role as CEO 5.Provide DATA for long term analytics 6.Use DATA to build connective architecture of the Vistage process Wednesday, July 17, 2013
  • 3. © BestWork DATA, LLC 2013 All Rights Reserved Vistage Model Member Vistage Chair Vistage Group Member’s Company Wednesday, July 17, 2013
  • 4. © BestWork DATA, LLC 2013 All Rights Reserved FOCUSED ON NOW 2 4 5 FOCUSED ON FUTURE SLOWER INFORMATION PROCESSING 2 4 5 QUICK INFORMATION PROCESSING SEEKS CHANGE 5 3 2 1 CONVENTIONAL INDIRECT 3 7 1 DIRECT MAKES EXCEPTIONS 5 3 2 1 FOLLOWS RULES PROCEDURES LITTLE OR NO PLANNING 3 1 1 6 DETAILED PLANNING LOW NEED FOR DETAILS 3 1 1 6 HIGH NEED FOR DETAILS PATIENT 3 3 2 1 2 URGENT INDIVIDUAL EFFORT 8 3 COLLABORATIVE EFFORT QUIET IMPERSONAL 3 1 2 4 1 OUTGOING FRIENDLY Vistage Group Understand Topology of Group Wednesday, July 17, 2013
  • 5. © BestWork DATA, LLC 2013 All Rights Reserved FOCUSED ON NOW 2 4 5 FOCUSED ON FUTURE SLOWER INFORMATION PROCESSING 2 4 5 QUICK INFORMATION PROCESSING SEEKS CHANGE 5 3 2 1 CONVENTIONAL INDIRECT 3 7 1 DIRECT MAKES EXCEPTIONS 5 3 2 1 FOLLOWS RULES PROCEDURES LITTLE OR NO PLANNING 3 1 1 6 DETAILED PLANNING LOW NEED FOR DETAILS 3 1 1 6 HIGH NEED FOR DETAILS PATIENT 3 3 2 1 2 URGENT INDIVIDUAL EFFORT 8 3 COLLABORATIVE EFFORT QUIET IMPERSONAL 3 1 2 4 1 OUTGOING FRIENDLY Vistage Group Understand Topology of Group Serve the differences more effectively. Wednesday, July 17, 2013
  • 6. © BestWork DATA, LLC 2013 All Rights Reserved FOCUSED ON NOW 2 4 5* FOCUSED ON FUTURE SLOWER INFORMATION PROCESSING 2 4 5* QUICK INFORMATION PROCESSING SEEKS CHANGE 5 3 2* 1 CONVENTIONAL INDIRECT 3* 7 1 DIRECT MAKES EXCEPTIONS 5 3 2* 1 FOLLOWS RULES PROCEDURES LITTLE OR NO PLANNING 3 1* 1 6 DETAILED PLANNING LOW NEED FOR DETAILS 3 1* 1 6 HIGH NEED FOR DETAILS PATIENT 3 3* 2 1 2 URGENT INDIVIDUAL EFFORT 8* 3 COLLABORATIVE EFFORT QUIET IMPERSONAL 3* 1 2 4 1 OUTGOING FRIENDLY Vistage Group w/ Chair* Understand Chair’s Points of Interaction with Group Wednesday, July 17, 2013
  • 7. © BestWork DATA, LLC 2013 All Rights Reserved FOCUSED ON NOW 2 4 5* FOCUSED ON FUTURE SLOWER INFORMATION PROCESSING 2 4 5* QUICK INFORMATION PROCESSING SEEKS CHANGE 5 3 2* 1 CONVENTIONAL INDIRECT 3* 7 1 DIRECT MAKES EXCEPTIONS 5 3 2* 1 FOLLOWS RULES PROCEDURES LITTLE OR NO PLANNING 3 1* 1 6 DETAILED PLANNING LOW NEED FOR DETAILS 3 1* 1 6 HIGH NEED FOR DETAILS PATIENT 3 3* 2 1 2 URGENT INDIVIDUAL EFFORT 8* 3 COLLABORATIVE EFFORT QUIET IMPERSONAL 3* 1 2 4 1 OUTGOING FRIENDLY Vistage Group w/ Chair* Understand Chair’s Points of Interaction with Group EasyHarder HarderEasy Wednesday, July 17, 2013
  • 8. © BestWork DATA, LLC 2013 All Rights Reserved Vistage Chair Vistage Member Vistage Member Vistage Member Vistage Member Member Interaction Vistage Member Vistage Member Vistage Member Vistage Member Vistage Member Strengths Chart Understand Unique Aspects of Interaction with Each Member Wednesday, July 17, 2013
  • 9. © BestWork DATA, LLC 2013 All Rights Reserved Vistage Chair Vistage DATA Model - One-on-Ones Vistage Member Vistage Member Coaching Guide Understand Key Points for One-on-Ones Wednesday, July 17, 2013
  • 10. © BestWork DATA, LLC 2013 All Rights Reserved Vistage Chair Vistage Member Vistage Member Vistage Member Vistage Member Vistage DATA Model - Member Interaction Vistage Member Vistage Member Vistage Member Vistage Member Vistage Member Team Strengths Member Interaction Facilitation Understand Each Member’s Contribution Interaction with the Group Wednesday, July 17, 2013
  • 11. © BestWork DATA, LLC 2013 All Rights Reserved Vistage Member Management Strengths Manager’s Self-Coach My Manager Provide Each Member with Tools that Impact Their Role within Their Company Direct Reports Wednesday, July 17, 2013
  • 12. © BestWork DATA, LLC 2013 All Rights Reserved • It may only be used within their Vistage groups. • BestWork DATA will train the chairs on its use, although it is quite easy to use without training. • It may not be resold and no fees may be charged for its use. • No purchases of any kind are necessary to use this program. This special program is provided at no cost to Vistage chairs. For more information contact Lauretta Russell lauretta.russell@bestworkdata.com Wednesday, July 17, 2013