Day trip to Noah Wealth Management

Summary : 

What chin Bao and wen chin need :

1. Forming a forum for chin Bao 

2. Find chin Bao an executive coach 

3. NWM internal need :

- forum and coaching by my way : YPO and Roger ( LIM / PLG ) 

- trial of CTC model at executive retreat camp ( CTC with Action module )

- 3 days internal moderator / coach / facilitator development 

- CTC module on ( together - on the road - almost there - I am fine ) quarterly program ( 2 days one night )

4. Wen Chin

- forum foundation : to incubate coach and facilitator ; certified and re-certified coach and facilitator ; promote forum for entrepreneur ; make professorial executive potential coach - moderator in the future.

- ZH Chiang university family business school and forum development 

5. Private foundation 

- provide top class for those who can't afford high profile coaching and forum experience 

My observation : 

1. Company driver is not cope with its culture when I see him drive 

2. IPO company have husband to operate its training and development program might again corporate governance 

3. Potential political liability as chin Bao used to have a coach jailed due to ideology issue 

4. Too westernize machnism in conduct " touch your heart " workshop - break you before make you and result to trumatise executive 

5. Naive in believe foundation is a best way to demostrare it's good intention 

6. Health concern : fruit ; tea ; zen ; staff restaurant 

Decision :

1. My time commitment to partner with them :

- build a wellness center 

- participate as inaugurate member in the Forum Foundation 

2. My expertise in developing business relationship :

- Sep. one Friday for " YPO forum fundemental "

- Oct. 1.5 day CTC Module with " Action " after consensus built. 

- develop a 3 days " moderator workshop " for their internal coach / moderators 

- rationalize my chemistry with Chin Bao as her coach 

3. Retainer Development ? 

- deliver what ? And how ?

- expect result and take away 

- strategic Partner in which direction 

- financial reward to justifies initative 

- potential resources allocation conflict and trade off 

- slow yes and quick no in ?