Situation Analysis Solution Requirements & Development Solution Delivery Demonstration of the Solution Agenda

Situation Analysis W&R University providing training and resources primarily to advisor population Added focus to supporting the field leaders Create an area specifically for the leaders on W&R University LMS –Migrate paper-based tools & resources to online system –Track and report on field leader progress –Benchmark field leaders amongst their peer group

Solution Requirements and Development Leverage existing functionality and create an extension of W&R University instead of a new site Automatically direct leaders to the leadership page Incorporate key W&R leadership principals on portal –Leadership development training –Model Work Week (MWW) –RVP checklist –Reports Build out roadmap for future offerings for leaders –Success roadmap –Recruiting tracking –Leader library –Video coaching

Solution Delivery Engage leaders Give them a plan on how to manage their time (MWW) Track and trend leader performance via RVP checklist Provide additional training resources for leaders