EO Medium Survey Template
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Recent Additions
Volunteer/Community Service
Discuss questions about Forum members’ experiences with volunteering and community service.
5 Photos
Members bring five of their most meaningful photos to the retreat and discuss why they’re so special and important..
Forum 2.0® New 2 You
Forum members briefly present on what’s new: current trends, cool new gadgets, new apps, new books, discounts, events, etc. For added fun, members compete with each other for the best new “thing”.
Forum 2.0® Six Thinking Hats
Six Thinking Hats is a structured method of analysis that approaches a situation from six different perspectives and can be useful for addressing complex issues.
Annual Theme: Improving Relationships
Forum members work to improve their interpersonal relationships in both their personal and professional lives. Throughout the year, they work to more deeply understand, enhance, and improve their healthy and unhealthy relationships.
Annual Theme: Exit Strategy
Beginning with the end in mind, these theme focuses on each member’s strategy for exiting their business. Through a variety of exercises and learning, each member strives to position their company for the best possible exit.
Advisory Boards
This Topical Roundtable was created to assist Forum members learn more about these boards. The questions are divided into four categories. Please choose the questions that fit your Forum’s experience level and goals.
Annual Theme: Leadership
Forum members want to improve their leadership abilities and develop their leadership styles.
Annual Theme: Technology
Forum members want to improve their understanding of technology and how to leverage its use.
Reverse Résumé
Forum members share facts they they would never include on their professional résumé.
Working Outside the Home
The Forum discusses how working outside their home affects their professional and personal lives.
Annual Theme: Legacy
Forum members contemplate the legacy they will leave in their work, their families, their community, and beyond.
Managing Remote & Hybrid Employees
The Forum discusses how they manage remote and hybrid employees and the impact off-site team members have on their business.
Annual Theme: Bucket List
Each Forum member creates a list of things they want to do before they die and chooses three items they want to accomplish during the current year.
Keeping Our Kids Safe
The Forum discusses their children’s safety, including explaining their current safety practices and proactively identifying threats and solutions as their children age.
Annual Theme: Financial Health (Business)
Business finances are under the spotlight, and each Forum member focuses on ensuring that their business is in healthy financial condition. KPIs and monthly trends are tracked and analyzed.
Annual Theme: Transformation
Forum members use this Annual Theme as a mechanism for each member to dedicate intentional energy toward positive personal and/or professional transformation.
Continuums
This energizing exercise gets people moving around to have fun and learn about each other by lining up in order of different facts and behaviors.
Expectations Wall
An interactive way to identify retreat goals and keep track of which ones are accomplished throughout the retreat.
Forum Commitment Conversation
Analyze your commitment to the Forum as well as the structure and focus on the Forum by identifying where the Forum is today and where each member would like it to be, prompting healthy conversation on how to improve the Forum experience for all.
