A 6 Year NAIFA Membership Success Story – Part 2

I created a Strategic Planning and Membership Workshop as a result of;

• Attending the 2012 NAIFA Nebraska President’s Breakfast at the 2012 NAIFA Nebraska State Conference and following up by writing a NAIFA Membership White Paper

• Being invited to Facilitate a 2015 Strategic Planning Session for the NAIFA Ohio Board

The Strategic Planning and Membership Workshop includes; fun, shout outs, stories, values, feelings, beliefs, goal-setting formulas, and scripts, all combined with handouts so that the Strategic Planning and Membership Workshop attendees can fully integrate what they had learned in the Workshop.

Click Here to read A 6 Year NAIFA Membership Success Story – Part 1.

Here are the questions / role-plays that are covered in The Strategic Planning and Membership Workshop;

• What are the three biggest improvements that members want to make in their business?
• What are the three biggest roadblocks that members want to eliminate in their business?
• What are the three biggest improvements that members want to make in their association?
• What are the three biggest roadblocks that members want to eliminate in their association?
• What are the Values that are required to create sustainable Improvements in your business or association?
• What are the Feelings that are required to create sustainable Improvements in your business or association?
• What are the Beliefs that are required to create sustainable Improvements in your business or association?
• Tell a story with as much detail as you can about when you were challenged and about how you did whatever it took to succeed.
• What Values pulled you forward?
• What Feelings pulled you forward?
• What Beliefs pulled you forward?
• Tell a story with as much detail as you can about the process that you used to enroll a new NAIFA member and about the difference that NAIFA has made to the new member’s business and personal life

Click Here to read NAIFA Ohio State Board Strategic Planning/Membership Workshop – Speaking Testimonials – February 24, 2016.

The story gets even better.

While in conversation with NAIFA New Mexico about speaking at their June 2016 NAIFA New Mexico Annual State Convention, I mentioned offering their State Board the Strategic Planning and Membership Workshop the day before the State Convention.

Click Here to read NAIFA New Mexico Board Strategic Planning / Membership Workshop – Speaking Testimonials – June 16, 2016.

“Good engagement, I think Simon helped the board focus and streamline how to really get membership going”
John Geissler
The Geissler Agency

“The energy and the connection with Simon helped me to analyze each level of my relationships allowing me to put myself first”
Sherry K Flynn
Voya Financial Advisers

“Very thought-provoking presentation that brought serious weakness out into the open to create serious paradigm shifts with recruiting and membership”
Jim Hawk
Mesilla Valley Educators Insurance LLC

You guessed it, the story gets even better.

I’ve been speaking with Diane Powers, Vice President of NAIFA National about a follow-up speaking presentation to when I spoke at the 2011 NAIFA National in Washington, DC. Diane told me that she wanted more of a workshop presentation that would engage the audience rather than sitting watching a talking head.

I took what I learned from delivering the four-hour Strategic Planning and Membership Workshop to NAIFA Ohio and NAIFA New Mexico and created the one-hour Inspire Your Business In Any Economy Or Market Workshop. For info Click Here to read more about Inspire Your Business In Any Economy Or Market at the NAIFA National Performance + Purpose Event Las Vegas September 17 – 19, 2016.

So what’s the rest of the story?

The rest of the story goes all the way back to the beginning to appreciate my friend Michele Grassley Clarke, the Executive Director of NAIFA California, NAIFA Iowa and NAIFA Wisconsin, who I have had the honor to work with as her business coach since 2012 and who has given me the honor to learn so much about NAIFA to be in a position to add value.

So what’s the rest of the story?

The story continues as Michele has invited me to facilitate the NAIFA Iowa Leadership Rally July 21 – 22, 2016 via the Strategic Planning and Membership Workshop.

I’m truly excited to be working with Michele and the NAIFA Iowa Board over the course of two days to take both the Strategic Planning and Membership Workshop and NAIFA Iowa Membership to an entirely new level.