• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag (provided to you by The W Source™). She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How to Conduct 90-Minute Meeting (Month #3-ongoing)

Below is a suggested timeline for a lunch meeting (although it could easily be adapted for a breakfast).

Timeline:

• 11:30 a.m. – Check-in, handout badges, and networking
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Meeting Begins
  • Chapter Head Introduction (5 mins) – The Chapter Head calls the meeting to order, shares group announcements, and introduces any guests.
  • Member Introductions (5 mins) - Go around the room and give each member a moment to re-introduce themselves to the group to remind everyone who they are and what they do.
  • Announcements (5-7 mins) – This is an opportunity for members to share a success, share a need or want, or ask for help.
    • Example: "Our office will be hosting a ______ event next week. If you are interested in attending, please let me know!"
    • Example: "We are looking for a ______. Does anyone know of a good candidate?"
  • Member Showcase (5-10 mins) – This is a 5-10 minute presentation by one selected member to the group and helps the members get to know each other better (both personally and professionally). This individual typically pays for lunch for the group.
  • Endorsements (10 mins) – Explain that this time is an opportunity to thank a member for referring an opportunity, or taking the time to help them/their clients with a personal/business matter. Endorsements should focus on highlighting the person who did the deed, and if appropriate, in a case study format. This is the part of the meeting that should ideally dominate the time. 
    • Example: “Sally, thank you so much for sending me a client. This client had just lost her husband a year ago and was overwhelmed with the process of setting up financial accounts in her name. Sally sent Ms. Smith my name, and I was able to begin working with her to transition the accounts properly and set up a distribution for her expenses. In addition, I was able to send her to another member of The W Source™, Jane, who updated her auto and home insurance policies to have only one driver, which reduced her monthly premiums.”
• 12:45 p.m. – “One-on-One” Assignments (5 mins): Collect name badges from each member. Put the badges in the Selection Tote Bag. Select two badges and explain to the group they are responsible to meet with each other before the next 90-Minute Meeting. Continue to select pairs from the Selection Tote Bag for the remaining members.
• Optional Topic of the Month (20 mins) – If time allows, or you need extra content, you may wish to select a Topic of the Month. Consider bringing an article that would provide business development, sales support, or intrapersonal information. Open the topic up for discussion and be sure that all members have the chance to speak. As the group progresses and everyone gets to know each other better, this should take up less and less time at each meeting.
  • Example: "What long-procrastinated task did you finally cross off your list? How do you turn around a bad day?"
  • Example: Bring in an outside speaker on a helpful topic, such as "Emotional Intelligence in the Workplace." This person should be intentionally chosen so that their presentation is educational and doesn't dilute the purpose of the group (that is, to grow our female-centric businesses).
• 12:50 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Pens (at least 20, depending on group size)
• Retractable Banner
• Nametags
• One-on-One Selection Tote Bag
• Printed agendas for members (optional)
• Laptop (optional)
• Projector (optional)
• Cord to connect computer to projector (optional)
• Clicker with USB input (optional)

Download PDF/Print Page

• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag (provided to you by The W Source™). She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How to Conduct 90-Minute Meeting (Month #3-ongoing)

Below is a suggested timeline for a lunch meeting (although it could easily be adapted for a breakfast).

Timeline:

• 11:30 a.m. – Check-in, handout badges, and networking
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Meeting Begins
  • Chapter Head Introduction (5 mins) – The Chapter Head calls the meeting to order, shares group announcements, and introduces any guests.
  • Member Introductions (5 mins) - Go around the room and give each member a quick moment to re-introduce themselves to the group to remind everyone who they are and what they do.
  • Announcements (5-7 mins) – This is an opportunity for members to share a success, share a need or want, or ask for help.
    • Example: "Our office will be hosting a ______ event next week. If you are interested in attending, please let me know!"
    • Example: "We are looking for a ______. Does anyone know of a good candidate?"
  • Member Showcase (5-10 mins) – This is a 5-10 minute presentation by one selected member to the group and helps the members get to know each other better (both personally and professionally). This individual typically pays for lunch for the group.
  • Endorsements (10 mins) – Explain that this time is an opportunity to thank a member for referring an opportunity, or taking the time to help them/their clients with a personal/business matter. Endorsements should focus on highlighting the person who did the deed, and if appropriate, in a case study format. This is the part of the meeting that should ideally dominate the time. 
    • Example: “Sally, thank you so much for sending me a client. This client had just lost her husband a year ago and was overwhelmed with the process of setting up financial accounts in her name. Sally sent Ms. Smith my name, and I was able to begin working with her to transition the accounts properly and set up a distribution for her expenses. In addition, I was able to send her to another member of The W Source™, Jane, who updated her auto and home insurance policies to have only one driver, which reduced her monthly premiums.”
• 12:45 p.m. – “One-on-One” Assignments (5 mins): Collect name badges from each member. Put the badges in the Selection Tote Bag. Select two badges and explain to the group they are responsible to meet with each other before the next 90-Minute Meeting. Continue to select pairs from the Selection Tote Bag for the remaining members.
• Optional Topic of the Month (20 mins) – If time allows, or you need extra content, you may wish to select a Topic of the Month. Consider bringing an article that would provide business development, sales support, or intrapersonal information. Open the topic up for discussion and be sure that all members have the chance to speak. As the group progresses and everyone gets to know each other better, this should take up less and less time at each meeting.
  • Example: "What long-procrastinated task did you finally cross off your list? How do you turn around a bad day?"
  • Example: Bring in an outside speaker on a helpful topic, such as "Emotional Intelligence in the Workplace." This person should be intentionally chosen so that their presentation is educational and doesn't dilute the purpose of the group (that is, to grow our female-centric businesses).
• 12:50 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Pens (at least 20, depending on group size)
• Retractable Banner
• Nametags
• One-on-One Selection Tote Bag
• Printed agendas for members (optional)
• Laptop (optional)
• Projector (optional)
• Cord to connect computer to projector (optional)
• Clicker with USB input (optional)

Download PDF/Print Page

How to Conduct a Flex Your Network Event (Optional)

• What Is It?
  Flex Your Network is a semi-annual gathering of like-minded local professionals who are interested in fostering new contacts and growing their respective businesses. Each Fall and Spring, the Chapter Head may wish to plan this larger networking event that will include the group's members as well as intentionally selected guests.

• Time/Location:
  Depending on your group, you may wish to plan a Happy Hour with hors d'oeuvres and refreshments that lasts 2-2 ½ hours in the evening. The venue should be a large, open space and quiet enough to encourage mingling/conversation among guests.

• Timeline:
  Below is a suggested timeline for a Happy Hour (although this can be adapted as a lunch, dinner, or other event for your group).

• 5:00 p.m. – Check-in, handout name tags, guests place business cards in the Selection Tote Bag at check-in table (to be used for a raffle at the end).
  • Optional: On the name tags, add a line that says "Ask Me About" and members will fill this in at check-in. This can be anything from "Ask Me About: How I Can Help You With Taxes" to "Ask Me About: My Recent Trip to Italy." This can serve as an excellent ice-breaker for new members.
• 5:15 p.m. – Introductions (5-10 mins): The Chapter Head will give a brief introduction of herself, share the success of referrals/their impact on members' businesses, and thank everyone for coming to the event. 
• 5:30 p.m. - 7:00 p.m. – Guests enjoy refreshments, hors d'oeuvres, and networking. The Chapter Head may choose to generate new conversation topics and/or introductions every 15-20 minutes and encourage individuals to mingle with those who they have not yet met.
• 7:00 p.m. - 7:15 p.m. – The Chapter Head raffles prizes (ex.: wine, gift certificates, etc.) using the business cards placed in the Selection Tote Bag at check-in. 
• 7:15 p.m. - 7:30 p.m. – The Chapter Head offers any closing remarks, offers additional information for any potential new members, and again thanks everyone for coming to the event.

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• RSVP List
• Nametags
• Retractable Banner
• Raffle prize items (wine, gift certificates, etc.)
• One-on-One Selection Tote Bag (to use for raffle prizes)
• Sign-in sheet and pens (Optional)
• Table linens/other items for venue (Optional)

For specific questions, please contact The W Source™ at Info@TheWSource.com or at 1-833-W-SOURCE. 

Download PDF/Print Page

• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag. She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How to Conduct 90-Minute Meeting (Month #3-ongoing)

Below is a suggested timeline for a lunch meeting (although it could easily be adapted for a breakfast).

Timeline:

• 11:30 a.m. – Check-in, handout badges, and networking
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Meeting Begins
  • Chapter Head Introduction (5 mins) – The Chapter Head calls the meeting to order, shares group announcements, and introduces any guests.
  • Member Introductions (5 mins) - Go around the room and give each member a quick moment to re-introduce themselves to the group to remind everyone who they are and what they do.
  • Announcements (5-7 mins) – This is an opportunity for members to share a success, share a need or want, or ask for help.
    • Example: "Our office will be hosting a ______ event next week. If you are interested in attending, please let me know!"
    • Example: "We are looking for a ______. Does anyone know of a good candidate?"
  • Member Showcase (5-10 mins) – This is a 5-10 minute presentation by one selected member to the group and helps the members get to know each other better (both personally and professionally). This individual typically pays for lunch for the group.
  • Endorsements (10 mins) – Explain that this time is an opportunity to thank a member for referring an opportunity, or taking the time to help them/their clients with a personal/business matter. Endorsements should focus on highlighting the person who did the deed, and if appropriate, in a case study format. This is the part of the meeting that should ideally dominate the time. 
    • Example: “Sally, thank you so much for sending me a client. This client had just lost her husband a year ago and was overwhelmed with the process of setting up financial accounts in her name. Sally sent Ms. Smith my name, and I was able to begin working with her to transition the accounts properly and set up a distribution for her expenses. In addition, I was able to send her to another member of The W Source™, Jane, who updated her auto and home insurance policies to have only one driver, which reduced her monthly premiums.”
• 12:45 p.m. – “One-on-One” Assignments (5 mins): Collect name badges from each member. Put the badges in the Selection Tote Bag. Select two badges and explain to the group they are responsible to meet with each other before the next 90-Minute Meeting. Continue to select pairs from the Selection Tote Bag for the remaining members.
• Optional Topic of the Month (20 mins) – If time allows, or you need extra content, you may wish to select a Topic of the Month. Consider bringing an article that would provide business development, sales support, or intrapersonal information. Open the topic up for discussion and be sure that all members have the chance to speak. As the group progresses and everyone gets to know each other better, this should take up less and less time at each meeting.
  • Example: "What long-procrastinated task did you finally cross off your list? How do you turn around a bad day?"
  • Example: Bring in an outside speaker on a helpful topic, such as "Emotional Intelligence in the Workplace." This person should be intentionally chosen so that their presentation is educational and doesn't dilute the purpose of the group (that is, to grow our female-centric businesses).
• 12:50 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Pens (at least 20, depending on group size)
• Retractable Banner
• Nametags
• One-on-One Selection Tote Bag
• Printed agendas for members (optional)
• Laptop (optional)
• Projector (optional)
• Cord to connect computer to projector (optional)
• Clicker with USB input (optional)

Download PDF/Print Page

• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag (provided to you by The W Source™). She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How to Conduct 90-Minute Meeting (Month #3-ongoing)

Below is a suggested timeline for a lunch meeting (although it could easily be adapted for a breakfast).

Timeline:

• 11:30 a.m. – Check-in, handout badges, and networking
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Meeting Begins
  • Chapter Head Introduction (5 mins) – The Chapter Head calls the meeting to order, shares group announcements, and introduces any guests.
  • Member Introductions (5 mins) - Go around the room and give each member a quick moment to re-introduce themselves to the group to remind everyone who they are and what they do.
  • Announcements (5-7 mins) – This is an opportunity for members to share a success, share a need or want, or ask for help.
    • Example: "Our office will be hosting a ______ event next week. If you are interested in attending, please let me know!"
    • Example: "We are looking for a ______. Does anyone know of a good candidate?"
  • Member Showcase (5-10 mins) – This is a 5-10 minute presentation by one selected member to the group and helps the members get to know each other better (both personally and professionally). This individual typically pays for lunch for the group.
  • Endorsements (10 mins) – Explain that this time is an opportunity to thank a member for referring an opportunity, or taking the time to help them/their clients with a personal/business matter. Endorsements should focus on highlighting the person who did the deed, and if appropriate, in a case study format. This is the part of the meeting that should ideally dominate the time. 
    • Example: “Sally, thank you so much for sending me a client. This client had just lost her husband a year ago and was overwhelmed with the process of setting up financial accounts in her name. Sally sent Ms. Smith my name, and I was able to begin working with her to transition the accounts properly and set up a distribution for her expenses. In addition, I was able to send her to another member of The W Source™, Jane, who updated her auto and home insurance policies to have only one driver, which reduced her monthly premiums.”
• 12:45 p.m. – “One-on-One” Assignments (5 mins): Collect name badges from each member. Put the badges in the Selection Tote Bag. Select two badges and explain to the group they are responsible to meet with each other before the next 90-Minute Meeting. Continue to select pairs from the Selection Tote Bag for the remaining members.
• Optional Topic of the Month (20 mins) – If time allows, or you need extra content, you may wish to select a Topic of the Month. Consider bringing an article that would provide business development, sales support, or intrapersonal information. Open the topic up for discussion and be sure that all members have the chance to speak. As the group progresses and everyone gets to know each other better, this should take up less and less time at each meeting.
  • Example: "What long-procrastinated task did you finally cross off your list? How do you turn around a bad day?"
  • Example: Bring in an outside speaker on a helpful topic, such as "Emotional Intelligence in the Workplace." This person should be intentionally chosen so that their presentation is educational and doesn't dilute the purpose of the group (that is, to grow our female-centric businesses).
• 12:50 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Pens (at least 20, depending on group size)
• Retractable Banner
• Nametags
• One-on-One Selection Tote Bag
• Printed agendas for members (optional)
• Laptop (optional)
• Projector (optional)
• Cord to connect computer to projector (optional)
• Clicker with USB input (optional)

Download PDF/Print Page

• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag (provided to you by The W Source™). She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How to Conduct 90-Minute Meeting (Month #3-ongoing)

Below is a suggested timeline for a lunch meeting (although it could easily be adapted for a breakfast).

Timeline:

• 11:30 a.m. – Check-in, handout badges, and networking
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Meeting Begins
  • Chapter Head Introduction (5 mins) – The Chapter Head calls the meeting to order, shares group announcements, and introduces any guests.
  • Member Introductions (5 mins) - Go around the room and give each member a quick moment to re-introduce themselves to the group to remind everyone who they are and what they do.
  • Annoucements (5-7 mins) – This is an opportunity for members to share a success, share a need or want, or ask for help.
    • Example: "Our office will be hosting a ______ event next week. If you are interested in attending, please let me know!"
    • Example: "We are looking for a ______. Does anyone know of a good candidate?"
  • Member Showcase (5-10 mins) – This is a 5-10 minute presentation by one selected member to the group and helps the members get to know each other better (both personally and professionally). This individual typically pays for lunch for the group.
  • Endorsements (10 mins) – Explain that this time is an opportunity to thank a member for referring an opportunity, or taking the time to help them/their clients with a personal/business matter. Endorsements should focus on highlighting the person who did the deed, and if appropriate, in a case study format. This is the part of the meeting that should ideally dominate the time. 
    • Example: “Sally, thank you so much for sending me a client. This client had just lost her husband a year ago and was overwhelmed with the process of setting up financial accounts in her name. Sally sent Ms. Smith my name, and I was able to begin working with her to transition the accounts properly and set up a distribution for her expenses. In addition, I was able to send her to another member of The W Source™, Jane, who updated her auto and home insurance policies to have only one driver, which reduced her monthly premiums.”
• 12:45 p.m. – “One-on-One” Assignments (5 mins): Collect name badges from each member. Put the badges in the Selection Tote Bag. Select two badges and explain to the group they are responsible to meet with each other before the next 90-Minute Meeting. Continue to select pairs from the Selection Tote Bag for the remaining members.
• Optional Topic of the Month (20 mins) – If time allows, or you need extra content, you may wish to select a Topic of the Month. Consider bringing an article that would provide business development, sales support, or intrapersonal information. Open the topic up for discussion and be sure that all members have the chance to speak. As the group progresses and everyone gets to know each other better, this should take up less and less time at each meeting.
  • Example: "What long-procrastinated task did you finally cross off your list? How do you turn around a bad day?"
  • Example: Bring in an outside speaker on a helpful topic, such as "Emotional Intelligence in the Workplace." This person should be intentionally chosen so that their presentation is educational and doesn't dilute the purpose of the group (that is, to grow our female-centric businesses).
• 12:50 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Pens (at least 20, depending on group size)
• Retractable Banner
• Nametags
• One-on-One Selection Tote Bag
• Printed agendas for members (optional)
• Laptop (optional)
• Projector (optional)
• Cord to connect computer to projector (optional)
• Clicker with USB input (optional)

Download PDF/Print Page

• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag (provide to you by The W Source™). She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How to Conduct 90-Minute Meeting (Month #3-ongoing)

Below is a suggested timeline for a lunch meeting (although it could easily be adapted for a breakfast).

Timeline:

• 11:30 a.m. – Check-in, handout badges, and networking
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Meeting Begins
  • Chapter Head Introduction (5 mins) – The Chapter Head calls the meeting to order, shares group announcements, and introduces any guests.
  • Member Introductions (5 mins) - Go around the room and give each member a quick moment to re-introduce themselves to the group to remind everyone who they are and what they do.
  • Announcements (5-7 mins) – This is an opportunity for members to share a success, share a need or want, or ask for help.
    • Example: "Our office will be hosting a ______ event next week. If you are interested in attending, please let me know!"
    • Example: "We are looking for a ______. Does anyone know of a good candidate?"
  • Member Showcase (5-10 mins) – This is a 5-10 minute presentation by one selected member to the group and helps the members get to know each other better (both personally and professionally). This individual typically pays for lunch for the group.
  • Endorsements (10 mins) – Explain that this time is an opportunity to thank a member for referring an opportunity, or taking the time to help them/their clients with a personal/business matter. Endorsements should focus on highlighting the person who did the deed, and if appropriate, in a case study format. This is the part of the meeting that should ideally dominate the time. 
    • Example: “Sally, thank you so much for sending me a client. This client had just lost her husband a year ago and was overwhelmed with the process of setting up financial accounts in her name. Sally sent Ms. Smith my name, and I was able to begin working with her to transition the accounts properly and set up a distribution for her expenses. In addition, I was able to send her to another member of The W Source™ Jane, who updated her auto and home insurance policies to have only one driver, which reduced her monthly premiums.”
• 12:45 p.m. – “One-on-One” Assignments (5 mins): Collect name badges from each member. Put the badges in the Selection Tote Bag. Select two badges and explain to the group they are responsible to meet with each other before the next 90-Minute Meeting. Continue to select pairs from the Selection Tote Bag for the remaining members.
• Optional Topic of the Month (20 mins) – If time allows, or you need extra content, you may wish to select a Topic of the Month. Consider bringing an article that would provide business development, sales support, or intrapersonal information. Open the topic up for discussion and be sure that all members have the chance to speak. As the group progresses and everyone gets to know each other better, this should take up less and less time at each meeting.
  • Example: "What long-procrastinated task did you finally cross off your list? How do you turn around a bad day?"
  • Example: Bring in an outside speaker on a helpful topic, such as "Emotional Intelligence in the Workplace." This person should be intentionally chosen so that their presentation is educational and doesn't dilute the purpose of the group (that is, to grow our female-centric businesses).
• 12:50 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Pens (at least 20, depending on group size)
• Retractable Banner
• Nametags
• One-on-One Selection Tote Bag
• Printed agendas for members (optional)
• Laptop (optional)
• Projector (optional)
• Cord to connect computer to projector (optional)
• Clicker with USB input (optional)

Download PDF/Print Page

• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag (provided to you by The W Source™). She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How to Conduct 90-Minute Meeting

Below is a suggested timeline for a lunch meeting (although it could easily be adapted for a breakfast).

Timeline:

• 11:30 a.m. – Check-in, handout badges, and networking
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Meeting Begins
  • Chapter Head Introduction (5 mins) – The Chapter Head calls the meeting to order, shares group announcements, and introduces any guests.
  • Member Introductions (5 mins) - Go around the room and give each member a quick moment to re-introduce themselves to the group to remind everyone who they are and what they do.
  • Announcements (5-7 mins) – This is an opportunity for members to share a success, share a need or want, or ask for help.
    • Example: "Our office will be hosting a ______ event next week. If you are interested in attending, please let me know!"
    • Example: "We are looking for a ______. Does anyone know of a good candidate?"
  • Member Showcase (5-10 mins) – This is a 5-10 minute presentation by one selected member to the group and helps the members get to know each other better (both personally and professionally). This individual typically pays for lunch for the group.
  • Endorsements (10 mins) – Explain that this time is an opportunity to thank a member for referring an opportunity, or taking the time to help them/their clients with a personal/business matter. Endorsements should focus on highlighting the person who did the deed, and if appropriate, in a case study format. This is the part of the meeting that should ideally dominate the time. 
    • Example: “Sally, thank you so much for sending me a client. This client had just lost her husband a year ago and was overwhelmed with the process of setting up financial accounts in her name. Sally sent Ms. Smith my name, and I was able to begin working with her to transition the accounts properly and set up a distribution for her expenses. In addition, I was able to send her to another member of The W Source™, Jane, who updated her auto and home insurance policies to have only one driver, which reduced her monthly premiums.”
• 12:30 p.m. - "How to Cultivate Effective Referral Partners" Now that each member of your group has crafted a powerful Value Proposition, how do you go about delivering that message to build lasting relationships that lead to referrals? Play this video to help each member deliver their message effectively and follow-up with a discussion with these questions.
• 12:45 p.m. – “One-on-One” Assignments (5 mins): Collect name badges from each member. Put the badges in the Selection Tote Bag. Select two badges and explain to the group they are responsible to meet with each other before the next 90-Minute Meeting. Continue to select pairs from the Selection Tote Bag for the remaining members.
• 12:50 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Pens (at least 20, depending on group size)
• Retractable Banner
• Nametags
• One-on-One Selection Tote Bag
• Printed agendas for members (optional)
• Laptop (optional)
• Projector (optional)
• Cord to connect computer to projector (optional)
• Clicker with USB input (optional)

Download PDF/Print Page
"How to Cultivate Effective Referral Partners" Discussion Questions

How to Conduct a Flex Your Network Event (Optional)

• What Is It?
  Flex Your Network is a semi-annual gathering of like-minded local professionals who are interested in fostering new contacts and growing their respective businesses. Each Fall and Spring, the Chapter Head may wish to plan this larger networking event that will include the group's members as well as intentionally selected guests.

• Time/Location:
  Depending on your group, you may wish to plan a Happy Hour with hors d'oeuvres and refreshments that lasts 2-2 ½ hours in the evening. The venue should be a large, open space and quiet enough to encourage mingling/conversation among guests.

• Timeline:
  Below is a suggested timeline for a Happy Hour (although this can be adapted as a lunch, dinner, or other event for your group).

• 5:00 p.m. – Check-in, handout name tags, guests place business cards in the Selection Tote Bag at check-in table (to be used for a raffle at the end).
  • Optional: On the name tags, add a line that says "Ask Me About" and members will fill this in at check-in. This can be anything from "Ask Me About: How I Can Help You With Taxes" to "Ask Me About: My Recent Trip to Italy." This can serve as an excellent ice-breaker for new members.
• 5:15 p.m. – Introductions (5-10 mins): The Chapter Head will give a brief introduction of herself, share the success of referrals/their impact on members' businesses, and thank everyone for coming to the event. 
• 5:30 p.m. - 7:00 p.m. – Guests enjoy refreshments, hors d'oeuvres, and networking. The Chapter Head may choose to generate new conversation topics and/or introductions every 15-20 minutes and encourage individuals to mingle with those who they have not yet met.
• 7:00 p.m. - 7:15 p.m. – The Chapter Head raffles prizes (ex.: wine, gift certificates, etc.) using the business cards placed in the Selection Tote Bag at check-in. 
• 7:15 p.m. - 7:30 p.m. – The Chapter Head offers any closing remarks, offers additional information for any potential new members, and again thanks everyone for coming to the event.

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• RSVP List
• Nametags
• Retractable Banner
• Raffle prize items (wine, gift certificates, etc.)
• One-on-One Selection Tote Bag (to use for raffle)
• Sign-in sheet and pens (Optional)
• Table linens/other items for venue (Optional)

For specific questions, please contact The W Source™ at Info@TheWSource.com or at 1-833-W-SOURCE. 

Download PDF/Print Page

• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag (provided to you by The W Source™). She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How to Conduct 90-Minute Meeting (Month #3-ongoing)

Below is a suggested timeline for a lunch meeting (although it could easily be adapted for a breakfast).

Timeline:

• 11:30 a.m. – Check-in, handout badges, and networking
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Meeting Begins
  • Chapter Head Introduction (5 mins) – The Chapter Head calls the meeting to order, shares group announcements, and introduces any guests.
  • Member Introductions (5 mins) - Go around the room and give each member a quick moment to re-introduce themselves to the group to remind everyone who they are and what they do.
  • Announcements (5-7 mins) – This is an opportunity for members to share a success, share a need or want, or ask for help.
    • Example: "Our office will be hosting a ______ event next week. If you are interested in attending, please let me know!"
    • Example: "We are looking for a ______. Does anyone know of a good candidate?"
  • Member Showcase (5-10 mins) – This is a 5-10 minute presentation by one selected member to the group and helps the members get to know each other better (both personally and professionally). This individual typically pays for lunch for the group.
  • Endorsements (10 mins) – Explain that this time is an opportunity to thank a member for referring an opportunity, or taking the time to help them/their clients with a personal/business matter. Endorsements should focus on highlighting the person who did the deed, and if appropriate, in a case study format. This is the part of the meeting that should ideally dominate the time. 
    • Example: “Sally, thank you so much for sending me a client. This client had just lost her husband a year ago and was overwhelmed with the process of setting up financial accounts in her name. Sally sent Ms. Smith my name, and I was able to begin working with her to transition the accounts properly and set up a distribution for her expenses. In addition, I was able to send her to another member of The W Source™, Jane, who updated her auto and home insurance policies to have only one driver, which reduced her monthly premiums.”
• 12:40 p.m. – “One-on-One” Assignments (5 mins): Collect name badges from each member. Put the badges in the Selection Tote Bag (provided to you by The W Source™). Select two badges and explain to the group they are responsible to meet with each other before the next 90-Minute Meeting. Continue to select pairs from the Selection Tote Bag for the remaining members.
• Optional Topic of the Month (20 mins) – If time allows, or you need extra content, you may wish to select a Topic of the Month. Consider bringing an article that would provide business development, sales support, or intrapersonal information. Open the topic up for discussion and be sure that all members have the chance to speak. As the group progresses and everyone gets to know each other better, this should take up less and less time at each meeting.
  • Example: "What long-procrastinated task did you finally cross off your list? How do you turn around a bad day?"
  • Example: Bring in an outside speaker on a helpful topic, such as "Emotional Intelligence in the Workplace." This person should be intentionally chosen so that their presentation is educational and doesn't dilute the purpose of the group (that is, to grow our female-centric businesses).
• 12:45 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Pens (at least 20, depending on group size)
• Retractable Banner
• Nametags
• One-on-One Selection Tote Bag
• Printed agendas for members (optional)
• Laptop (optional)
• Projector (optional)
• Cord to connect computer to projector (optional)
• Clicker with USB input (optional)

Download PDF/Print Page

• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag (provided to you by The W Source™). She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How to Conduct 90-Minute Meeting (Month #3-ongoing)

Below is a suggested timeline for a lunch meeting (although it could easily be adapted for a breakfast).

Timeline:

• 11:30 a.m. – Check-in, handout badges, and networking
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Meeting Begins
  • Chapter Head Introduction (5 mins) – The Chapter Head calls the meeting to order, shares group announcements, and introduces any guests.
  • Member Introductions (5 mins) - Go around the room and give each member a quick moment to re-introduce themselves to the group to remind everyone who they are and what they do.
  • Announcements (5-7 mins) – This is an opportunity for members to share a success, share a need or want, or ask for help.
    • Example: "Our office will be hosting a ______ event next week. If you are interested in attending, please let me know!"
    • Example: "We are looking for a ______. Does anyone know of a good candidate?"
  • Member Showcase (5-10 mins) – This is a 5-10 minute presentation by one selected member to the group and helps the members get to know each other better (both personally and professionally). This individual typically pays for lunch for the group.
  • Endorsements (10 mins) – Explain that this time is an opportunity to thank a member for referring an opportunity, or taking the time to help them/their clients with a personal/business matter. Endorsements should focus on highlighting the person who did the deed, and if appropriate, in a case study format. This is the part of the meeting that should ideally dominate the time. 
    • Example: “Sally, thank you so much for sending me a client. This client had just lost her husband a year ago and was overwhelmed with the process of setting up financial accounts in her name. Sally sent Ms. Smith my name, and I was able to begin working with her to transition the accounts properly and set up a distribution for her expenses. In addition, I was able to send her to another member of The W Source™, Jane, who updated her auto and home insurance policies to have only one driver, which reduced her monthly premiums.”
• 12:45 p.m. – “One-on-One” Assignments (5 mins): Collect name badges from each member. Put the badges in the Selection Tote Bag (provided to you by The W Source™). Select two badges and explain to the group they are responsible to meet with each other before the next 90-Minute Meeting. Continue to select pairs from the Selection Tote Bag for the remaining members.
• Optional Topic of the Month (20 mins) – If time allows, or you need extra content, you may wish to select a Topic of the Month. Consider bringing an article that would provide business development, sales support, or intrapersonal information. Open the topic up for discussion and be sure that all members have the chance to speak. As the group progresses and everyone gets to know each other better, this should take up less and less time at each meeting.
  • Example: "What long-procrastinated task did you finally cross off your list? How do you turn around a bad day?"
  • Example: Bring in an outside speaker on a helpful topic, such as "Emotional Intelligence in the Workplace." This person should be intentionally chosen so that their presentation is educational and doesn't dilute the purpose of the group (that is, to grow our female-centric businesses).
• 12:50 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Pens (at least 20, depending on group size)
• Retractable Banner
• Nametags
• One-on-One Selection Tote Bag
• Printed agendas for members (optional)
• Laptop (optional)
• Projector (optional)
• Cord to connect computer to projector (optional)
• Clicker with USB input (optional)

Download PDF/Print Page

• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag (provide to you by The W Source™). She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How to Conduct the 90-Minute Monthly Meeting (Month #2)

Now that you’ve conducted your Launch Meeting, your first two monthly meetings (i.e. this month and the previous) should allow each member to review The W Source™ Value Proposition Worksheet that you provided in the Launch Meeting. You may choose to play the "Building Your Value Proposition" video during the meeting as well. Below is a suggested timeline for a lunch meeting (although this could easily be adapted for a breakfast). Depending on your group size, we suggest that half of your group present their Value Proposition during last month's meeting and half present during this month's meeting.

Timeline:

• 11:30 a.m. – Check-in, handout badges, and networking
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Meeting begins
  • Chapter Head Introduction (5 mins) – The Chapter Head calls the meeting to order, explains that this meeting (like the previous monthly meeting) will be dedicated to practicing the The W Source™ Value Proposition worksheet. Half of the group will have shared their presentations at last month's meeting and the remaining half will give their presentation at this month's meeting.
  • Member Introductions (5 mins) - Go around the room and give each member a quick moment to re-introduce themselves the the group to remind everyone who they are and what they do.
  • The W Source™ Value Proposition Presentations (30 mins) – Give each member six minutes. Allow the member to read their Value Proposition. As a Chapter Head, remember to give a compliment. Open it up to the group for feedback. 
  • Announcements (5-7 mins) – Explain that future meetings will have an opportunity for members to share a success, share a need or want, and ask for help from other members.
    • Example: "Our office will be hosting a ______ event next week. If you are interested in attending, please let me know!"
    • Example: "We are looking for a ______. Does anyone know of a good candidate?"
  • Endorsements (10 mins) – You will explain to the group that this section is an opportunity to thank a member for referring an opportunity or for taking the time to help them/their clients with a personal/business matter. Endorsements should focus on highlighting the person who offered the referral, and if appropriate, in a case study format. Once a group is past the first three meetings, this is the section of the meeting that should ideally dominate the time. 
    • Example: “Sally, thank you so much for sending me a client. This client had just lost her husband a year ago and was overwhelmed with the process of setting up financial accounts in her name. Sally sent Ms. Smith my name, and I was able to begin working with her to transition the accounts properly and set up a distribution for her expenses. In addition, I was able to send her to another member of The W Source™, Jane, who updated her auto and home insurance policies to have only one driver which reduced her monthly premiums.”
• 12:45 p.m. – Organization of “One-on-Ones” (5 mins): Collect name badges from each member. Put the badges in the Selection Tote Bag (provided to you by The W Source™). Select two badges and explain to the group they are responsible to meet with each other before the next 90-Minute Meeting. Continue to select pairs from the Selection Tote Bag for the remaining members.
• 12:50 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Pens (at least 20, depending on group size)
• Printed copies of the Value Proposition Worksheet and Notes Pages (at least 20 of each, depending on group size)
• Retractable Banner
• Nametags
• One-on-One Selection Tote Bag
• Printed agendas for members (optional)
• Laptop (optional)
• Projector (optional)
• Cord to connect computer to projector (optional)
• Clicker with USB input (optional)

Download PDF/Print Page

• How It Works:
  At the end of each Monthly Meeting, the Chapter Head collects members' name badges and places them in the Selection Tote Bag (provided to you by The W Source™). She will then select two badges at random, and each pair will be responsible for meeting with each other before the next 90-minute Monthly Meeting. 

• Time/Location:
  Each "One-on-One" pair decides on the time and location of their meeting. This can be scheduled as a happy hour, coffee, or lunch.

• Objective:
  The goal is to help members get to know each other better and to build rapport and trust among the group.

• Topics:
  Members are encouraged to review their The W Source™ Value Proposition sheet with one another. Each member will share her business/service, her preferred clients, and her goals in joining The W Source™.

Download PDF/Print Page

How To Conduct the Initial Launch Event

Location:
Consider choosing a quiet and large meeting space. The Launch Meeting is the first meeting and should be where you discuss the formatting for future gatherings. You or your assigned coach from The W Source™ will want to introduce the benefits, commitment, and expectations of the group.

Timeline:
Please find below a suggested timeline for a lunch meeting (although this could easily be adapted for a breakfast).

• 11:30 a.m. – Check-in, handout badges, and introductions
• 11:45 a.m. – Lunch is served
• 11:50 a.m. – Presentations
  • Chapter Head Introduction (5 min)
  • The W Source™ Presentation (15 mins) – Discuss your vision for the group, introduce the concept of “One-on-Ones” that will occur between now and the next meeting, explain the structure/topics covered in the 90-minute meeting next month, and open it up for questions.
  • The W Source™ Value Proposition (5 mins) 
    • An example introduction might be: “In order for this group to be successful, we need to transact referrals. However, in order for us to introduce each other, we need to know how to best present you and your services.”
    • Assign The W Source™ Value Proposition Worksheet (as outlined below) to be completed prior to next month's meeting.
  • Optional (10 mins) – If your group has not yet predetermined a time/location for the following month's meeting, consider bringing a whiteboard and allowing everyone to share the days/times that work for future meetings.
  • Questions (5 mins)
• 12:30 p.m. – Dessert is served
• 12:30 p.m. to 1:00 p.m. - Networking

Event Checklist:
Do you have everything you need? We’ve included a helpful checklist below to make sure you don’t leave anything important behind!

• Laptop
• Projector
• Cord to connect computer to projector
• Clicker with USB input
• Pens (at least 20, depending on group size)
• Presentation on your computer and saved on a USB drive
• Printed copies of the Value Proposition Worksheet (at least 20, depending on group size)
• Retractable Banner
• Nametags

Let's Have Some Fun! Action Items for Next Month's Meeting:
At the Launch Meeting, you will assign your members The W Source™ Value Proposition Worksheet to be completed prior to next month's meeting. You may also choose to email the "Building Your Value Proposition" video to your members after the event as follow-up to help them get started. In the following two meetings, group members will be allotted six minutes to practice their value proposition. This will enable group members to better understand each other's goals, client base, and services provided. Select half the group to present at the next meeting and the other half to present at the third meeting.

Download PDF/Print Page

Download Launch Event Checklist