How to Start a Charter

How to Start a Charter

Pivotal Synergy® Charters Sign Up

Business-Collaborationprovide business individuals a place and time to gather for the purpose of sharing information, ideas, conversations and camaraderie.

  • Solving business issues by yourself can be difficult and frustrating. When you’re part of a club, you get support, ideas, and encouragement from the club members and are energized and motivated through the synergy of the group.
  • A group of people speaking with one voice often has more influence than a single person. People sit up and take notice when many people come together to support an important cause. Law-makers, school officials, and other leaders and decision‑makers are more likely to listen to the collective voice of a group, accepting them as an authoritative voice while viewing the members as leaders in their respective fields.
  • A club taps the wide range of skills and talents of its members. A member may be a computer designer for example, and can assist with building a professional looking online presence. Another member may have a way with words, and can write public service announcements and/or letters to newspaper editors. Other club members may be good speakers, researchers, or organizers. The groups community presence will be successful because of the efforts, experiences, and synergy of all the skills your club’s members bring to the table.

    Are you interested in growing your business?
    Achieve business success while becoming known as a Premier Business Leader in your community?

    Our members bring a wealth and diversity of experience to the table and apply their knowledge to helping each other overcome challenges and seize opportunities. As a business person, you have resources you can trust and you can refer clients without reservation.

    Pivotal Synergy® members find that the peer advisory and leadership training they get out of their group has a profound effect on their business and their growth as business leader. Not surprisingly, our members soon discover that their business also experience significant growth as a direct result of their membership in Pivotal Synergy.
    Membership Investment Cost $200 bi-annual (6 months) – $400 annually.

3 Steps Charter Application Qualifications Process
1st Letters of Interest
, 2nd Location, & 3rd Insight Profile



Step 1  Sign Up

               A minimum of 10 signed interest commitment letters: – Download or Print Interest Letter
Interested Letter SignatureStart with business friends and affiliates you already have relationships with. Develop a strategy for recruiting members, which can include online and offline activities. You might attend a chamber event to recruit members, or advertise on to target potential members or host a free seminar or other networking event. Inform those who express an interest that you will be sending them a commitment letter for them to sign.
Download or Print Interest Letter


* Advertising & Marketing * Arts * Banking * Book Keeping* Business/Personal Coaching * Computer Repair & Software * Education * Energy & Utilities * Entrepreneur * Fashion * Finance * Health Care * Health & Wellness * Hospitality & Tourism * Human Resources * Insurance* Lawyers * Manufacturing * Marketing * Media & Entertainment * Mortgage lenders* Publishing * Professional Services * Real Estate * Restaurants * Social Media Business* Sports & Fitness * Technology * just to name a few industries.

Completed Steps 1 & 2 Scan and Email
Step 1. minimum of 10 interested business individuals
Step 2. name, address location, meeting day and time

Step 2icon-supportSM Sign Up

Determine meeting place.”Location, Location, Location” –  Email completed steps 1&2

Marking location on map for weekly meeting

Consider a central convenient location with easy access and ample parking. This is important for building membership.
1st. Upscale restaurants with a separate dining area, preferably a room.
Often a room can be secured weekly at no cost during Monday – Thursday with the promise of weekly meetings and membership ordering meals.
2nd. Private business conference rooms or community rooms. Catered meals.
3rd. Hotel conference rooms with food services. Often there is fee and you will need to sharpen your negotiating skills.


Additional logistics to consider:

  • Catered breakfast or lunch at a flat fee to be included along with membership dues.
  • Up scale hotel conference rooms fees will need to be included along with the membership dues.
  • Ample parking access for members, quest and ease for meeting preparation.
  • Front lobby sign placement to direct members, quest and display a PS Charter meeting is session.

Completed Steps 1 & 2 Scan and Email
Step 1. minimum of 10 interested business individuals
Step 2. name, address location, meeting day and time

Step 3 icon-supportSM  Sign Up

Insight Assessment Profile as New Charter Founder.   man-looking-at-reportInvest in Yourself!
Completing the personality online questionnaire provides a complete profile of your business and personal strengths. The IMX ADVanced Insights Profile holistically combines the best of three world-class profiles. This level of self-awareness and discovery are the core to achieving peak performance in any role or endeavor, to ensure that you properly align what you do best, how you do it and why you are driven to do so.

This answers the questions of WHAT, WHY and HOW:

  • What natural talents do you have? – The Attribute Index measures how you think and make decisions
  • Why are you motivated to use them? – The Values Index measures your motivational style and drivers
  • How do you prefer to use them? – The DISC Index measures your preferred behavioral style

1st. On payment approval you will receive an email link to access the online profile.
(dedicate 20-30 minutes)
2nd. Upon completion of online profile you will be contacted to schedule time to review your profile.
This information is confidential and is only reviewed by you and the PS Certified Evaluator Coach.
3rd. Completion of the 3 Steps qualifies scheduling attendance at the next PS Charter Mastermind Workshop.

NOTE: The initial investment in the Profile Assessment will be applied towards the PS Workshop upon completion of the PS Mastermind Workshop.

PS CONTRIBUTION Introductory Offer:  Your Initial Investment: Currently $129,00   (Limited time offer)

Profile Review: Throughout my career I have taken several different types of profile assessments. This profile program exceeded my expectations and was well worth my investment. It provided me an in-depth, comprehensive understanding of my motivations and strengths in a wide range of areas. The online questionnaire process is interesting, easy and took very little time. I highly recommend this to anyone who is interested in self development, fostering business relationships and client communications.
~ Patrick Raymond ~