A few days ahead of their session, participants are invited to fill out and submit an online template with three foundational questions about their own organization to work with in the session.

The WHAT-WHO-WHY Tool and Method are important assets for every leader and team. Leaders who are clear about what they want use it to verify that everyone on their team is on board. Leaders in flux use it to engage their top team to help realign, fine-tune, or otherwise evolve what they are doing.

Chairs report that the tool and method are also appropriately used to align their members to facilitate ownership of their group, recruiting, and retention.

The workshop is delivered well in-room when there is sufficient space for members to break out to work in small groups at various points in the workshop. Online works just as well when everyone is connected by an individual device. Hybrid, with just the speaker remote or when some members are in the room and some are online, does not work well.

The workshop is optimized for 3 hours but can be longer or shorter depending on the group’s appetite. Anything less than 90-minutes will probably feel like too-much-too-fast. More than three hours would likely be better broken into multiple sessions.

A few days ahead of the session members are invited to submit a template with answers to foundational questions related to YOUR CASE. Data from a practice case and from member submissions are handed out during the session and worked on in teams.

We work on an example case together and then break into pairs to work on a practice case, and then into teams of three-to-five, and then again as a full group, to work on YOUR CASE.

In addition to the W-W-W, there are 60⁺ tools on the IntelliVen site that members can access and use at no cost.

In the prep-session about 10 days ahead of the meeting we:

• The speaker and the chair get to know each other.
• Review group in terms of its development (e.g., forming, storming, norming, or performing).
• Get a feel for members, the scope and scale of their businesses, and their time and status with the group.
• Draft correspondence to send members with modest pre-work.
• Schedule a time a day or two prior to the workshop for us to review member input and to fine-tune facilitation plans and two or three days post workshop to debrief the experience.

A day or two ahead of the meeting, we finalize facilitation mechanics, including the speaker intro, and organize participant advance input.

• A large display screen:
  • Positioned for easy viewing by all participants.
  • Connection to a PC over the Internet, wirelessly, or via HDMI.

• At least two flipcharts with several pages of paper and new permanent markers, and/or a whiteboard(s) with new dry-erase markers and an eraser.

• Room to lead the workshop while sitting, standing, and moving from the PC to the screen/whiteboard/flipchart and room for members to break into pairs and groups without disturbing each other.

• Several pages will be provided in advance to be printed and available for distribution during the session.

Contact PeterD any time at peterd@intelliven.com or 415-848-2634.

Sample quotes from group Chairs:

• "It is essential for all Vistage Groups to experience the WHAT-WHO-WHY Workshop." 25-year Master Chair

• “Peter delivers meaningful and thoughtful content that allows a CE to "get everyone on the same page."

• “The content of his presentation was excellent.”

• “I thought his exercises were very good. Outstanding session!”

• “Peter was terrific. His presentation and related activities were very focused and practical.”

• “The presentation was relevant and interactive.”

• “Peter did a very nice job, members all had items related to his session on their list of follow-up To-Dos from today’s meeting.”

• “His experience and knowledge from working with many companies really showed and added great credibility.”
• Excellent presentation and presenter with unique insight and tools to help me better align my business.
• Real world - immediately useful