Vistage is an international membership organization of CEOs, Presidents, and Key Executives of small and mid-size companies.  Cohort groups of members work with their professional Group Chair to become better leaders who make better decisions in their businesses and lives.  Gil Herman is Group Chair of two Vistage groups in Chicago.

Information and Forms

The list below is for the exclusive use of my Vistage members.  Hyperlinks are for documents I’ve put in the public domain.  The remaining documents are available for my members at our shared Vistage DropBox.

Host Presentations

Preparation for 121s

Preparing for Executive Sessions

Setting Goals

  • Business/Personal Reviews & Goals Worksheet
  • Outcomes Worksheet for Chief Executives
  • Outcomes Worksheet for Key Executives
  • Help with Key Indicators
    • Key Indicator Tracking Spreadsheet

More Business Management Tools

  • Checklist of Some of What it Takes to have a Great Company
  • Scenario Planning – a simple and quick guide
  • Competitive Strategy Analysis
  • Strategic Plan Worksheet
  • Strategic Options exercise instructions and worksheets
  • Basic Business Plan
  • Basic Marketing Plan
  • Customer Focused Key Indicators
  • Bank Ratio Analysis
  • Due Diligence Checklist for buying or selling a company
  • Executive Self Assessment Worksheet
  • Talent Matrix Definitions
  • 88 Assignments for Development In Place article
  • Psychological Addictions
  • Fierce Conversations for Coaching

Referral Candidates for Vistage Membership

Operating Principles: a work in progress

Speaker Topics for Vistage Meetings

For new members: Member Introduction Worksheet