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EOA Chair: Checklist

A concise execution list aligned with the four pillars: Product, Participants, Structure, and Connection.

PRODUCT — Learning Days, Accountability Groups, Community

Learning Days

  • Schedule all 4 Learning Days for the year

  • Confirm EO Member Trainers early

  • Align content with EOA Coaching & Content Framework

  • Ensure venue, logistics, tech, and materials are ready

  • Set up feedback/survey process

  • Prepare opening, transitions, and wrap-up messaging

  • Track attendance and follow up with absentees

  • Create plan for participant engagement (Q&A, peer sharing, activities)

Accountability Groups

  • Recruit, interview, and select AG Coaches

  • Conduct AG Coach onboarding + expectations briefing

  • Form AG groups (6–8 participants each)

  • Share the monthly AG agenda template

  • Review coach performance quarterly (via feedback + progress tracking)

  • Ensure AG meetings happen monthly and consistently

  • Address member attendance issues quickly

  • Support overwhelmed coaches with check-ins

Community

  • Schedule at least 4 community-building events

  • Integrate EO Core Values into community practices

  • Create a buddy system for new participants

  • Encourage cross-participant and EO engagement

  • Track dips in engagement and plan interventions (e.g., micro-check-ins)

PARTICIPANTS — Recruitment & Onboarding

Recruitment

  • Define annual program growth vision (target number)

  • Finalize recruitment budget

  • Set up a recruitment tracking system (Excel / Monday / HubSpot)

  • Identify recruitment channels (LinkedIn, referrals, summits, sponsorships, chambers)

  • Plan 3 major recruitment pushes per year

  • Arrange Test Drives / EOA Experience events

  • Follow up with prospects within 24–48 hrs

  • Ensure application is submitted into system

Onboarding

  • Send invoice for global dues + local dues

  • Conduct welcome call

  • Send onboarding email & resources

  • Add participant to WhatsApp & communication channels

  • Assign accountability group

  • Share upcoming events calendar

  • Host a welcome event

  • Apply the WACRI method (Welcomed, Acknowledged, Considered, Respected, Invited)

  • Introduce global resources (Quarterly webinars, Deep Dives, Coach Training)

STRUCTURE — Board, Roles, Planning, Finance

Board Structure

  • Choose board size (3–6 roles)

  • Assign roles clearly (Accountability, Learning, Recruitment, Onboarding,
    Communications, Social)

  • Hold your annual EOA Board Summit (June–Aug)

  • Define yearly vision & set specific targets

  • Establish meeting cadence (monthly or quarterly)

  • Create role scorecards for accountability

Planning

  • Schedule all Learning Days in advance

  • Map out recruitment calendar & events

  • Assign AG Coaches and finalize group list

  • Plan community & social events

  • Build succession pipeline early (future chairs)

Finance & Budget

  • Review annual budget with EO Finance Chair

  • Maintain separate EOA bank account

  • Track income sources: Local dues, 30% global payback, sponsorships

  • Track expenses: venues, trainers, food, socials, onboarding

  • Clarify financial boundaries between EO & EOA

  • Report financial status during board meetings

CONNECTION — EO Board, Staff, Regional Experts

EO Board Collaboration

  • Meet with Chapter President to align goals

  • Partner with Membership Chair for shared recruitment pipeline

  • Coordinate with Finance Chair for budgeting

  • Collaborate with Learning Chair for joint programs

  • Work with Communications Chair for messaging & newsletters

  • Engage Strategic Alliances for sponsorship opportunities

  • Attend EO Board meetings as EOA Chair

Chapter Staff Alignment

  • Clarify responsibilities: invoicing, onboarding, events, communications

  • Agree on turnaround times & processes

  • Set up regular check-ins with staff

Regional Connection

  • Meet your Regional EOA Expert

  • Join monthly CCC (Chapter Chair Calls)

  • Participate in regional WhatsApp group

  • Attend Regional Summits or joint learning days

  • Share best practices with other chapters

  • Request regional co-funding when needed

SUSTAINABLE PROGRAMS – Long-term Success

  • Adopt the EOA Chapter Toolkit (Monday.com, Excel, HubSpot templates)

  • Track participant engagement and renewals

  • Monitor AG Coach health & performance

  • Maintain consistent communications calendar

  • Create a graduate engagement pathway into EO

  • Build legacy documentation for future chairs