Using the TABBusiness Vantage

Assessment

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:

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

Areas to send to new members

Sending the initial prioritization

Selecting the areas to send• Planning is a must• Determine size of company• Pick areas that will have

immediate impact• Working through all 10 areas

New Members Logging On

Series of questions

Additional areas

Ranking of 10 areas

Time needed to complete

How they Log on

Background for SBL and Coaching Sessions

TAB Business Vantage can help you develop your

member’s

CSFs and Goals

Key Reminders

How a member prioritizes the 10 topics is a key to how they

develop their businessThe facilitator

can adjust member

responses prior to finalizing

The eventual goal is to get

all appropriate business topics to a minimum

of 7

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

Key Reports

Custom reports can be produced for:• A member’s individual reports and

history• The alignment between partners and key

executives of a company• Benchmarking against other members’

industries• Researching an industry prior to an

interview with a member prospect• Developing a company’s strengths and

weakness statements in SBL• Board analysis for speakers and topics

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

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

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

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.

TAB Business VantageA Powerful Tool