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EO Strategy Summits

Align Your Board. Define Your Direction. Lead With Focus.
experience matters

The EO Strategy Summit program is a suite of facilitated sessions for chapter boards that create alignment, momentum, and accountability. EO Strategy Summits create the structure and space for your chapter to align, define priorities, and build a measurable action plan together.
You’ll be inspired and walk away with:

  • Enhanced strategic alignment
  • Improved accountability
  • Optimized resource allocation
  • Increased chapter health
  • EO designed tool to track progress

Each session is designed to support your chapter in every stage of EO’s planning cycle.

Book Your Summit
experience matters

Strategy Summit Products

EO Strategy Summits are designed by EO leaders, developed from EO lived experience, and delivered by trained EO members.

Annual Planning Summits
Annually, As Needed

The EO Annual Planning Summit sets chapters up for success by aligning the board to create annual priorities. In a collaborative session, chapter leaders will emerge with a precise action plan, success metrics, and clear ownership all documented in the Chapter Board Tracker, a custom-built tool for EO chapter boards to track progress. By establishing an annual plan, chapter leaders will lay the foundation for attaining their goals and a successful board year.

  • Attendance: Chapter President, Chapter Board, Chapter Staff, Area Director, and EO staff support
  • Format: In-person or virtual
  • Duration: 8 hours
  • Cost: No cost to the chapter
Mid-Year Planning Summits
January – March

The Mid-Year Planning Summit (MYS) revisits and refines chapter priorities to finish the year strong. Chapter leaders assess progress against their annual plan, identify what is working, and course correct where needed. Chapters leave with updated priorities, clear next steps, and renewed alignment to drive execution through the remainder of the year.

  • Attendance: Chapter President, Chapter Board, Chapter Staff
  • Format: In-person or virtual
  • Duration: 6 hours
  • Cost: No cost to the chapter
Long-Term Planning Summit
November – June

The Long-Term Planning Summit (LTP) sets a clear direction for the next three years, helping chapters plan for continuity and sustained growth. By bringing together current and past leaders, this session aligns priorities and strengthens accountability across leadership transitions. Chapters leave with strategic direction that guides future planning.

  • Attendance: Chapter President, President-Elect, President-Elect-Elect, Chapter Staff, Past Chapter Leaders (8–12 participants recommended)
  • Format: In-person or virtual
  • Duration: 8 hours
  • Cost: US$1,500 for your chapter’s first booking
    Subsequent LTPs are free on a 3-year rotation
New Chapter Summits
As Needed

The New Chapter Planning Summit (NCS) helps new chapters establish structure, priorities, and leadership alignment from the start. Chapter leaders receive onboarding, role clarity, and guidance on EO planning, setting the foundation for sustainable growth and long-term success.

To qualify, chapters must have an approved launch plan, at least 16 paid primary members, and all core board roles filled.

  • Attendance: Chapter President, Chapter Board, Chapter Staff, Regional Staff, Growth Staff Representative
  • Format: In-person only
  • Duration: 8 hours
  • Cost: No cost to the chapter

*Chapters are responsible for securing a venue and covering associated food and beverage costs for in-person sessions.

Book Your Summit

Summit bookings must be submitted at least 30 days before your preferred date.

To book a Planning Summit:

  • Step 1: Confirm a date that 100% of participants are available to attend for the noted summit duration.
  • Step 2: Download and complete a contract.
    In Person Virtual
  • Step 3: Submit a booking form and attach your completed contract.
    Booking Form
  • Step 4: Receive a confirmation email when booking is complete, and a facilitator is finalized!

For questions, contact strategysummit@eonetwork.org

  • Step 3: Submit a booking form and attach your completed contract.
    Booking Form
  • Step 4: Receive a confirmation email when booking is complete, and a facilitator is finalized!

For questions, contact strategysummit@eonetwork.org

Meet the EO Strategy Summit Facilitators

Every Planning Summit is led by a trained EO facilitator, an experienced EO leader who understands the dynamics of leading a chapter board whilst running their business. Having served as a Chapter President, each facilitator brings EO insight and guidance by partnering with you to align your board, focus your plan, and help you lead with clarity.

If the chapter desires to book a facilitator located outside of the chapter’s region or country, it will be recommended that either:

  • • The Summit must take place with all participants virtual
  • • The facilitator must conduct a Strategy Summit tour. Tours include at least three nearby chapters that host a Summit within five days of each other. **

If the chapter desires to book a facilitator located outside of the chapter’s region or country, it will be recommended that either:

  • • The Summit must take place with all participants virtual
  • • The facilitator must conduct a Strategy Summit tour. Tours include at least three nearby chapters that host a Summit within five days of each other. **

**EO reserves the right to review this request on a case-by-case basis. Please note, if the chapter participates in a Strategy Summit tour during the Annual Planning Summit season, EO cannot guarantee that the chapter will have a returning facilitator for a Mid-Year Summit.

To learn more about our team of facilitators and read their biographies, visit the page linked below.

Meet the Facilitators

Resources

EO Chapter Board Tracker

The EO Chapter Board Tracker provides a centralized, collaborative space for chapters to document priorities and monitor progress throughout the year.

Key features include:

  • • Creating board priorities and SMART goals in one location
  • • Tracking monthly progress on your priorities
  • • Assigning action items for increased ownership accountability
  • • Organizing your board meetings with an agenda template
  • • Monitoring issues on your RADAR
  • • Access to EO staff support, training, and troubleshooting
  • • Access to chair best practices and resources.
EO Strategy Summit One-Pagers
Program Overview
English
Long-Term Planning Summit
English Español Português (Br) 中文 日本語
Chapter Staff Best Practices Checklists
Annual Planning Summit Long-Term Planning Summit

For additional questions, contact StrategySummit@eonetwork.org.

Long-Term Planning Summit Video
Overview

For additional questions, contact StrategySummit@eonetwork.org