1. Using the TAB Business Vantage Assessment

2. Learning Objectives 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 After this session you will be able to:

3. 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 Every member must complete

4. Areas to send to new members Sending the initial prioritizationSelecting the areas to send Planning is a must Determine size of company Pick areas that will have immediate impact Working through all 10 areas

5. New Members Logging On Series of questions Additional areas Ranking of 10 areas Time needed to complete How they Log on

6. Background for SBL and Coaching Sessions TAB Business Vantage can help you develop your member’s CSFs and Goals

7. Key Reminders 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

8. 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

9. Key Reports Custom reports can be produced for: A member’s individual reports and historyA member’s individual reports and history The alignment between partners and key executives of a companyThe alignment between partners and key executives of a company Benchmarking against other members’ industriesBenchmarking against other members’ industries Researching an industry prior to an interview with a member prospectResearching an industry prior to an interview with a member prospect Developing a company’s strengths and weakness statements in SBLDeveloping a company’s strengths and weakness statements in SBL Board analysis for speakers and topicsBoard analysis for speakers and topics

10. First Review The initial review of the report with a member will be: Ranking of the 10 topics vs. performance of the ones sent The planning section TAB Business Vantage should be used again when working with your members’ SBL

11. Additional Resources Refer to the TAB Business Vantage certification book Focus on easy wins TAB Business Vantage User Guide Call your TAB Business Vantage trainer (Scott Nuttall) for any further clarification

12. 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

13. Challenged Delivering TAB Business Vantage? Facilitator User Guide on your Training Drive E-mail: ITsupport@TheAlternativeBoard.com Call TAB’s IT Help Desk at 800-727-0126 ext. 311.

14. TAB Business Vantage A Powerful Tool