Moderator Information


Upcoming Meetings:
  • Fall 2022, Week of October 10th, La Jolla, CA
  • Spring 2023, Week of April ??, location TBC
Agenda Setting Templates for Upcoming Meeting:
  • Meeting Manager – Google Spreadsheet (Fall 2022 version coming)
  • Meeting Agenda – Google Doc (Fall 2022 version coming)
Upcoming Moderator Dates / Deadlines:
  • May-Sept: Hold Virtual Council Calls (include 365@collaborativegain.com as an invitee)
  • August: Begin Scheduling Council Meeting 1:1s
  • Week of Sept 23rd: Complete Member Mtg Prep Calls, Create Notes for Each Member & Share Discussion Topic Google Sheet (template above) w/ Phyl
  • Sept 28th (C1) / Sept 30th (C2): Send Draft Mtg Agenda (template above) in PDF to Council & Phyl
  • Oct 3rd (C1) / Oct 5th (C2): Send Final Agenda to Council
  • Week of Oct 10th: Fall Council Meetings in Chicago
  • Oct 19th: Post Meeting Moderator Debrief (via Zoom)
  • Week of Oct 17th: Send member Thank You notes to encourage attendance @ Spring meeting & Schedule monthly VCC series (include 365@collaborativegain.com)
  • Nov: Schedule a Post Meeting 1:1 w/ Charlee
  • Jan-Apr: Hold a VCC (include 365@collaborativegain.com as an invitee)
  • Late Feb: Begin Scheduling Council Meeting 1:1s
  • Mar XX: Complete Member Mtg Prep Calls:
    Create Notes for Each Member
    Share Meeting Manager Topic List (template above) w/ Phyl
  • Mar XX: Send Draft Meeting Agenda (template above) in PDF to Council & Phyl
  • Apr X: Send Final Meeting Agenda in PDF to Council
  • Apr XX: Council Mtgs
  • Week of Apr 18th: Send a Thank You email to each member w/ prompt Fall Mtg RSVP; Schedule monthly VCCs
  • Apr 20th: Post Meeting Moderator Debrief / NPS Review (via Zoom)
  • May: Schedule a Post Meeting 1:1 w/ Charlee
  • Meeting a new member
  • Holding a virtual conference call
  • Preparing for Council mtgs
Key CG Contacts:
  • Phyl: Business model ideas and Moderator experience
  • Charlee: Council placement, Peer Coaching Calls (PCCs), Small Dinners, CGTalks
  • Britany: In Person Council Meetings; Berkshire Hathaway Workshop
  • BJ: Moderator Compensation; Member billing and renewals
  • CG Council Moderators (list)