1. My NAWBO SEVA Membership PlannerRevised from the document originally written by NAWBO SEVA Past President, Laura Cardone from Profits With Purpose, Inc. Visit www.ProfitsWithPurpose.com for more info

2. Thanks to our sponsors NAWBO SEVA is able to provide support to women in business- thank you!

3. MY nawbo SEVA meMBERSHIP PLANNER This planner uses a three-step process to help you gain clarity about the NAWBO membership experience you want to create. It’s designed to help you identify your unique goals and map them to specific actions you can take to achieve your goals.

4. MY nawbo SEVA meMBERSHIP PLANNER This also helps you develop strategies to avoid the obstacles that can take you off course. If you invest just 30 minutes to complete this planner, you’ll have a tool to help you create a rich and rewarding membership experience... one that will help you grow with NAWBO SEVA. REWARDING

5. I. Why did I join or ... why am I considering joining NAWBO? Review the list to follow for common membership benefits. Write down any aspects that are most important to you. Is there another potential benefit not listed? If so, write it down. Once you’ve identified your personal priorities, rank them in importance.

6. I joined or am thinking of joining NAWBO to: (Use 1 – Very important 2- Somewhat important 3-Important etc) ____ Learn and/or expand my business knowledge ____ Meet or form friendships with women business owners ____Get business referrals

7. I joined or am thinking of joining NAWBO to: (Use 1 – Very important 2- Somewhat important 3-Important etc) ____ Create a support network ____ Support other women owned businesses ____ Get corporate partner or member discounts

8. I joined or am thinking of joining NAWBO to: (Use 1 – Very important 2- Somewhat important 3-Important etc) ____ Gain recognition as a woman owned business ____ Access speaking opportunities ____ Get publicity or exposure to the local or national media

9. I joined or am thinking of joining NAWBO to: (Use 1 – Very important 2- Somewhat important 3-Important etc) ____ Share and learn from other women business owners ____ Find potential strategic partners ____ Gain access to the local list of NAWBO members

10. I joined or am thinking of joining NAWBO to: (Use 1 – Very important 2- Somewhat important 3-Important etc) ____ Get access to the national list of NAWBO members ____ Influence public policy that supports small or women owned businesses ____ Create new business connections that may help me now or in the future ____ Other: _________________________

11. I want to learn more about What topics would be most helpful to you, personally or professionally? Write down everything that has personal significance to you and your business. Then rank your preferences according to the level of importance you place on each of these topics, giving higher ratings to areas that have the most meaning to you and your business.

12. I want to learn more about:(Use 1 – Very important 2- Somewhat important 3- Important) ____ Expanding Market Share ____ Selling and Marketing online ____ Life Balance ____ Getting Business Funding ____ Financial Planning ____ Finding strategic partners ____ Human Resource Regulations

13. I want to learn more about:(Use 1 – Very important 2- Somewhat important 3- Important) ____ Employee Motivation ____ Hiring/Retaining Talent ____ Effective offline marketing ____ Getting organized ____ Strategic planning ____ Selling a business ____ Creating a Business Plan ____ Good presentation skills

14. I want to learn more about:(Use 1 – Very important 2- Somewhat important 3- Important) ____ Successful Sales Techniques ____ Launching a new business ____ Taking my business to the next level ____ Saving on Taxes ____ Building wealth ____ Increasing my overall efficiency ____ Wage and payroll practices, tools and laws ____ Effective workplace leadership ____ Commercial Real Estate Leases/ Building

15. I want to learn more about:(Use 1 – Very important 2- Somewhat important 3- Important) ____ Personal or spiritual growth ____ Effective business networking ____ Project Planning ____ Negotiating contracts and agreements ____ Effective Communication Skills ____ Best practices for solo entrepreneurs or SBOs ____ Other:______________________

16. II. Clarify and Prioritize what I want Now review your list of reasons for joining NAWBO. Locate the benefits and objectives that are most important to you, those that you ranked a 1, 2 or wrote in. Be honest with yourself, so you can align your time and energy with your specific priorities.

17. II. Clarify and Prioritize what I want Clarity of purpose helps you create a plan that is aligned with your uniquedreams and goals. It also helps you make an informed decision, if you are thinking about joining NAWBO. If you’re a current member, going through this process helps you discover how you can best leverage your membership to fulfill your unique needs, while also supporting other members.

18. II. Clarify and Prioritize what I want List your top three to five most important benefits or objectives then rank your preferences. 1 (being the most important) to 5 (being the lowest priority on your list for now). The higher priority items are those things you will focus on first. Most Important Benefits

19. II. Clarify and Prioritize what I want List your top three to five most important benefits or objectives then rank you preferences. 1 (being the most important) to 5 (being the lowest priority on your list for now). The higher priority items are those things you will focus on first. Most Relevant/Helpful Educational Areas # Topic Rank Why, When Who?

20. III. My Action Plan Now convert the priorities you’ve listed in the first two steps to goals that will help you align with what you envisioned when joining.Convert your NAWBO priorities into goals using theSMART method – Specific, Measurable, Attainable, Relevant and Time-based. 1. 2. 3.

21. III. My Action Plan Now that you have specific goals, think about what you will do or contribute in order to achieve your goals. Consider the following questions as you put your Action Steps together.

22. III. My Action Plan What do I want to contribute to NAWBO?Consider your goals and inherent strengths and talents. For example, if your desire is to gain exposure for your business or create friendships, consider scheduling one-on-one meetings outside of the monthly meetings, joining a committee or taking on a board position etc.

23. III. My Action Plan If you are a natural born planner, share your talent as a committee or board member while achieving your goal of gaining exposure and expanding your social circle. There are many ways you can contribute to the group while putting yourself in a position to gain as well. Write down your thoughts, potential strategies, and contributions.

24. III. My Action Plan What type of services do your ideal customers seek before, during or after they look for your products or services? This is a powerful question and is worth taking time to consider. These are your potential partners, affiliates, or referral resources.

25. III. My Action Plan What is your strategy for making connections with the people that can help you and how can you help them? Write down your thoughts.

26. III. My Action Plan Are their any potential obstacles that may surface?

27. III. My Action Plan What will you do to proactively address potential issues so they do not take you off course?

28. III. My Action Plan Consider your history. What do you like to do?

29. III. My Action Plan What do you tend to avoid? Your actions are more effective when you choose actions that are congruent with who you are.

30. III. My Action Plan For example, if you’re shy, you may not feel comfortable asking a casual acquaintance for a one-on-one meeting. However, you could ask a member to introduce you, or to host a luncheon with the person you want to meet. You could exchange services to thank your friend for her efforts. List your potential obstacles and the strategies you will take to prevent them from becoming roadblocks.

31. III. My Action Plan Create your Action Checklist. These are actions you will take to achieve the SMART goals you created above. Action Steps: Ideal Completion Date:   

32. Congratulations, you’ve created a plan to help you achieve your goals with NAWBO SEVA!

33. Also, give yourself the gift of play and connecting with friends to recharge your batteries frequently. We can not give to others when we don’t take care of ourselves first! Update your planner once a year or as your goals or circumstances change.

34. Thank you and we’ll see you at the next meeting!!