using the tab business vantage assessment. tab business vantage learning objectives—after this...
TRANSCRIPT
TAB Business Vantage
Learning Objectives—after this session you will be able to: Discuss the benefits of the tool Explain how to assist a new member complete
the tool Describe how to interpret and present
assessment results to a new member Explain how TAB Business Vantage connects to
SBL Create custom reports Navigate and use the online tool
The Initial Value of TAB Business Vantage
Provides value for the Business Assessment Fee (BAF)
Gives new members immediate value thus reducing buyers remorse
Helps you quickly understand your new member’s business, especially its strengths and weaknesses
The Ongoing Value of TAB Business Vantage
Provides comparison reports Within member’s SIC
Between an entire board
Between partners and key employees
Points out consulting opportunities
Is useful as a recruiting tool
Use as a Recruiting Tool
Give to reluctant prospects
Get your foot back in the door with the results
Point out areas, that if corrected, can make a major difference in their business and in their life, helping to motivate them to become a member
Background for SBL and Coaching Sessions
TAB Business Vantage can help you develop your member’s:
Company Vision Statement
Company SWOT
CSFs and Goals
Challenged Delivering TAB Business Vantage?
Facilitator User Guide on your Training Drive
E-mail: [email protected]
Call TAB’s IT Help Desk at 800-727-0126 ext. 311.
If Members Are Challenged by the Assessment
The facilitator has not sat down with the member to review the assessment
The facilitator is not holding the member’s feet to the fire
Members are computer phobic
Key Reminders
Every member should complete TAB Business Vantage
How a member prioritizes the 10 topics is a key to how they develop their business
The facilitator can adjust member responses prior to finalizing
The eventual goal is to get all appropriate business topics to a minimum of 7
Focus on “easy wins”
Key Reminders
The initial review of the report with a member will be: The answers to the four questions The organization chart Ranking of the 10 topics vs. performance The Planning section
TAB Business Vantage should be used again when working with your members’ SBL
Key Reminders
Custom reports can be produced for: A member’s individual history or reports The alignment between partners and key
executives of a company Benchmarking against other members’
industries Researching an industry prior to an interview
with a member prospect Developing a company’s strengths and
weakness statements in SBL Board analysis for speakers and topics
Additional Resources
Refer to the TAB Business Vantage certification book
TAB Business Vantage User Guide
Call your TAB Business Vantage trainer (David Halpern) for any further clarification