ENGAGE YOUR ORGANIZATION THROUGH A COMPELLING VISION Monthly Webinar Series ENGAGE YOUR ORGANIZATION THROUGH A COMPELLING VISION November 26, 2015

VP Engagement - Western Region Webinar Agenda 2 Agenda Item Time (min) Who Welcome/Introduction of today's topics 5 Monica Importance of your organization’s vision in engaging employees Involving employees in a Vision and Planning Workshop 15 Sean Q&A and wrap up 5-10 Sean & Monica Monica Helgoth VP Engagement - Western Region Sean Fitzpatrick CEO

TalentMap by the Numbers 3 TalentMap by the Numbers 15 years in business 7,000+ employee engagement surveys since inception 1,000,000+ employees surveyed 500+ employee engagement surveys annually Only 1 Focus

TalentMap by the Numbers 4 TalentMap by the Numbers 15 years in business 7,000+ employee engagement surveys since inception 1,000,000+ employees surveyed 500+ employee engagement surveys annually Only 1 Focus

Technology & Engineering Not-for-Profit & Association Sample Clients & Benchmark 5 Award Programs Technology & Engineering Not-for-Profit & Association Health Sciences Financial Services Other

The Importance of Vision in Engaging Employees

Vision is a Key Driver of Engagement 7 Vision is a Key Driver of Engagement Survey Dimension Beta Coefficient (Impact on Engagement) Organizational Vision 0.322 Professional Growth 0.174 Innovation 0.136 Teamwork 0.105 Senior Leadership 0.089 Immediate Management 0.071 Quality and Safety 0.069 Work/Life Balance 0.066 Compensation 0.057 Inspire our people 0.025 Client Focus 0.024 Work Environment 0.023 Information and Communication 0.000 Change Management Performance Feedback Employee Engagement Compensation Work Environment Performance Feedback Professional Growth Work/Life Balance Information and Communication Teamwork Inspire our People* Change Management* Quality and Safety* Innovation Client Focus Senior Leadership Organizational Vision Immediate Management

Example Top Clients: Engagement Versus Benchmark 8 Example Top Clients: Engagement Versus Benchmark Benchmark Sorted by Increasing Engagement MINIMUM MEAN TOP QUARTILE TOP DECILE MAXIMUM 40% 74% 82% 87% 95%

Organizational Vision: Key Driver with a Strong Score 9 Organizational Vision: Key Driver with a Strong Score

Top 10 Primary Healthcare Client Quartile 1 Quartile 2 Quartile 3 Quartile 4 Top Decile Benchmark Sorted by Increasing Engagement MINIMUM MEAN TOP QUARTILE TOP DECILE MAXIMUM 20% 52% 63% 73% 97%

11 A Strong Vision Drives a Strong Engagement Score Strong Vision Drives a Strong Engagement Score

Below Median Financial Institution Client 12 Quartile 1 Quartile 2 Quartile 3 Quartile 4 Top Decile CLIENT Overall Engagement Score (75%) Benchmark Sorted by Increasing Engagement MINIMUM MEAN TOP QUARTILE TOP DECILE MAXIMUM 40% 74% 82% 87% 95%

A Less than Compelling Vision is a Lost Opportunity 13 A Less than Compelling Vision is a Lost Opportunity

What does “Vision” Mean? 14 What does “Vision” Mean? Employees generally need: to feel that they share in a common, compelling, desirable direction to feel they are part of a larger goal or purpose to understand how they contribute to the achievement of that vision

Millennials Add a New Twist 15 Millennials Add a New Twist New! Millennials generally expect to be part of the vision discussion: “King Arthur’s Round Table” Many Millennials/Younger Generation are more engaged if the vision has an altruistic or philanthropic component

What goes Wrong? The Pitfalls 16 What goes Wrong? The Pitfalls Benign neglect: management doesn’t understand employees’ need to be a part of the vision Impatience: an inclusive approach to vision- building can be costly and time-consuming Communication: the Vision stays on the top-floor – it’s not communicated well Alignment: strategies and processes aren’t aligned – so the vision becomes meaningless (in the employees’ eyes)

The Solution: “Engaging” Your Employees in the Vision

Start from the Bottom-Up 18 Start from the Bottom-Up Inclusiveness and Involvement is Key! Already have a vision? Put it out for comment Still Crafting or Evolving your Vision? Seek input Potential Methods: On-line fora Townhalls (live or virtual) Lunch/coffee chats Any way you can start (and record) the conversation Expect it to be agenda-driven, not necessarily with the high-level view. Photos taken from TalentMap Visioning Workshops

Visioning and Business Planning Workshop 19 Visioning and Business Planning Workshop 1-Day workshop which is the culmination of the consultation phase 3 Phases: 1. Visioning Phase 2. Goal and Objective Setting 3. Action Planning

20 Example Agenda

Important Elements of an Engaging Vision 21 Important Elements of an Engaging Vision Audacious Capitalizes on core competencies Futurecasting Inspiring Motivating Purpose-driven:  “Your vision gives employees a larger sense of purpose, so they see themselves as building a cathedral instead of laying stones.”* Erica Olsen from Strategic Planning Kit For Dummies, 2nd Edition

Futurecasting: Thinking “Back from the Future” 22 Futurecasting: Thinking “Back from the Future” People generally have difficulty with projecting into the future. So, get them to think in the past: “It’s 2017, think back on what your organization has achieved in the previous three years”

Don’t Try and Wordsmith in a Group 23 Don’t Try and Wordsmith in a Group Wordsmithing a vision statement in a group is time-consuming and frustrating

Express the Vision in Themes – in the Future State 24 Express the Vision in Themes – in the Future State In 2016, we believe DENVER* will: Be recognized as: The Hub for Energy & Innovation A model for advocacy and relationship building, administrative efficiency and service delivery Have succeeded in changing policies and reducing protectionism, particularly in agriculture Have the highest client and stakeholder satisfaction among US posts; and, Be the “Go To” post and central gateway *Refers to the Canadian Consulate General in Denver

Goal Setting and Action Planning 25 Goal Setting and Action Planning Visioning is about dreaming. But, we also need to bring it down to earth. The remainder of the workshop should be to: Identify goals and targets around key themes – always looping back to vision Develop action items and concrete plans to achieve

Communicating and Living the Vision 26 Communicating and Living the Vision Including/involving employees in your vision is only Step 1 Communicate widely: Report Presentation/Townhall Posters/Frames Live the vision: Align priorities, plans and activities Reassign projects which don’t contribute to the vision Illustration by Bob Mack, Urban Design Systems Graphic Recorder at a recent TalentMap Visioning Workshop

UPCOMING TALENTMAP LEARNING SESSIONS Event Format Topic Date Top Employer Summit, Toronto Conference Canada’s Top 100 Employers with keynote speaker Bill Clinton November 16-17 TalentMap Monthly Webinar Series Live Webinar Engaging your Employees through a Compelling Organizational Vision November 26 OMHRA (Ontario Municipal Human Resources Association) King City, ON The Future Of Workplace Harassment And Mental Distress Claims and How To Deal With Them November 27 No DECEMBER Webinar – Happy Holidays Turning Performance Feedback into Positive Employee Engagement January 28, 2016 Work-life Balance and its Impact on Culture: Confessions of a Reformed Workaholic February 25, 2016

Thank you! Questions and discussion Monica Helgoth VP Engagement – TalentMap West mhelgoth@talentmap.com 1-888-641-1113, x515 Sean Fitzpatrick CEO sfitzpatrick@talentmap.com 1-888-641-1113, x500