7 entrepreneurial secrets for auditing your meetings portfolio

7 Entrepreneurial Secrets for Auditing Your Meetings Portfolio

Aaron Wolowiec

Founder | Event Garde

EventGarde.com

Learn Network Transfer

Name

Organization

Favorite July 4 memory

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Participant Introductions

Learning Objectives

Identify the building blocks of an entrepreneurial mindset

Examine the steps that comprise a learning portfolio audio

Design a plan for auditing your organization’s learning portfolio


Learning Audit

A learning audit is a systematic review of either a stand-alone program or an entire meetings portfolio to determine its strengths and weaknesses with the aim of guiding subsequent improvements.

–AARON WOLOWIEC

Secret Audit

Build a solid relationship

bridge.

Slow down to lead.

Choose your mindset.

Know your business “health”

metrics.

Be determined.

Resolve to succeed.

Be prepared to swim

upstream.

Secret 1: Build a solid relationship bridge.

Build a solid relationship bridge.

Identify stakeholders

Develop communication plan

Implement/nurture plan

Secret 2: Slow down to lead.

Slow down to lead.

In-person programs

Digital/online programs

Other resources

Secret 3: Choose your mindset.

Choose your mindset.

High-level by bucket

Individualized by program

Secret 4: Know your business “health” metrics.

Know your business “health” metrics.

Portfolio assessment

In-person audit

Paper audit

Secret 5: Be determined.

Be determined.

Research-benchmark

Learning assessments

Performance-focused smile sheets

Secret 6: Resolve to succeed.

Resolve to succeed.

Stakeholder needs/wants

Written report

Verbal report

Secret 7: Be prepared to swim upstream.

Be prepared to swim upstream.

New ideas/recommendations

Underperforming/mature programs

Stakeholders In-person

Programs

Digital Programs Other Resources

1.

2.

3.

1.

2.

3.

1.

2.

3.

1.

2.

3.

Secret Audit

Build a solid relationship

bridge.

Stakeholders/communication

plan

Slow down to lead. Three buckets

Choose your mindset. High-level vs. individualized

Know your business “health”

metrics.

Standard audit formats

Be determined. Additional audit formats

Resolve to succeed. Report/share findings

Be prepared to swim

upstream.

Implement/sunset programs

Referenceshttp://www.inc.com/peter-economy/7-powerful-secrets-of-thinking-like-an-entrepreneur.html

http://www.work-learning.com/learning-audits.html

https://www.amazon.com/Performance-Focused-Smile-Sheets-Rethinking-Dangerous/dp/1941577008

https://www.asaecenter.org/publications/108178-focus-on-what-matters-a-3step-workbook-for-selecting-and-sunsetting-association-programs-products-and-services

https://aaronwolowiec.com/2016/05/03/7-secrets-of-thinking-like-an-entrepreneur/

http://www.inc.com/peter-economy/7-powerful-secrets-of-thinking-like-an-entrepreneur.html

http://www.work-learning.com/learning-audits.html

https://www.amazon.com/Performance-Focused-Smile-Sheets-Rethinking-Dangerous/dp/1941577008

https://www.asaecenter.org/publications/108178-focus-on-what-matters-a-3step-workbook-for-selecting-and-sunsetting-association-programs-products-and-services

https://aaronwolowiec.com/2016/05/03/7-secrets-of-thinking-like-an-entrepreneur/

Aaron WolowiecFounder | Event GardeEventGarde.com

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7 entrepreneurial secrets for auditing your meetings portfolio

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