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Month #2: Monthly Meeting Schedule

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.


  • 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

Earlier Event: February 15
Month #1: One-on-One Meeting
Later Event: March 15
Month #2: One-on-One Meeting