BUSINESS TRANSFORMATION Growth Engine for SB and FIs Our Vision Be the best at helping small businesses and financial institutions grow BUSINESS TRANSFORMATION Growth Engine for SB and FIs Business Transformation Dying Product Line — unclear focus, leadership divergent, slow, stodgy, inefficient Clear and Stable Strategy Full Portfolio of Services Customer Focused Unified Leadership High levels of Growth and Company Performance Talent Management Employment brand New talent for new roles Culture integration Growth through acquisition Enterprise-wide talent view: collaborate, communicate — Retain and develop, build bench Leadership mindset TALENT MANAGEMENT

Start with the Science

Program Design Compelling reason to implement Link to competencies Small, connected group Meet regularly Set simple ground rules Collective experience is the SME Discussion guides… not facilitators Highly encouraged… not required Pre and post assignments critical

Implementation Create high-level support Start small – work to expand Maintain simplicity in your session design Provide open access to tools/documents Conduct a launch session Ensure a positive first impression Automate reminders Start with some “direction” Freedom to personalize approach Have a plan for feedback and revision Pre-work Reflect and Discuss New Learning Commit to Action

? ? Let’s try it out! Application Form small groups of 3-to-4 people Time: 10 min – stay on task! Keep discussions moving! Select a person to be the discussion guide Complete the high-lighted parts of your guide Make a commitment to action – apply what you learned to work you have in progress Optional: trade contact info to connect later for reflection and sharing time ? ? Let’s try it out!