Leadership Experiences for Bank of America Unique experiences that bring leadership to life

What Makes These Programs Work? Unique, Immersive Experiences Discussions with Subject Matter Experts Exclusive, Insider Access Expert Debriefs that Connect Meaning and Action Planning to the Discussions Compelling Stories and Experiences Outcomes that Connect to Business Leadership Challenges and Goals

American Express– Leadership Development Options Experience to Lead designs and delivers immersive experiential leadership development programs in unforgettable locations to improve the ability of individuals, teams, and organizations, to lead through change and propels  them to higher levels of success, performance, and growth. We do so by engaging executives in powerful leadership stories and facilitating dynamic discussions so our participants become emotionally connected to the subject matter. In this way, the learning is applicable, personal and deeply rooted, allowing the individual to improve themselves, their team and their organization. Target Audience(s): High potential cohorts, executive teams, and individual leaders Facilitation Approach: Discovery-based, leveraging historians, SME’s, and leadership experts Duration: Customized programs can range from one to five days, public programs are three days Customization: Custom programs can leverage competency models, strategic objectives, and team/organizational challenges and opportunities

How Do Leaders Learn and Develop? Individuals obtain 70% of their knowledge from experiential learning, 20% from interactions with others, and 10% from formal education. Experiential learning is the most beneficial for leaders because it enables them to discover and refine their job-related skills, make decisions, address challenges, and interact with their colleagues. Experience to Lead leverages a version of experiential learning to engage participants emotionally, physically, and mentally in the learning. Our intent is to increase impact and retention through immersion. (Gathered by Training Industry’s 70-20-10 Model of Development)

What is Our Experiential Learning Design? We partner with you to create a unique learning experience customized to your business and culture. Our design integrates various learning approaches to increase retention and application. Our Experiential Learning Model takes a more holistic approach to learning and emphasizes how experiences including cognitions, environment, and emotions influence the learning process. The experience includes visiting distinct locations and viewing artifacts while exploring powerful leadership studies. Participants reflect and discuss personal and organizational challenges with peers and facilitators through the lens of the experience. Through dialogue and peer coaching, participants conceptualize actionable, practical solutions, and alternative approaches to managing people, developing strategy, and leading change. Based on specific goals, new insights are translated into application and improvements in the leadership of people, strategy, and change management. (Adapted from David Kolb’s Experiential Learning Theory Model)

What Does Our Customization Process Look Like? Assessments and/or Pre-Work Targeted Surveys and/or Interviews Experiential Learning Program After-Action Review Personal Commitment Forms Share with Other Leaders Prepares participants for the learning journey ahead Provides greater insights into your challenges and opportunities Sets the stage for developing strategic leadership skills On-site debrief related to a team or organizational challenge Holds each participant accountable for takeaway items Opportunity for “leader as teacher” and cascade through lower levels by storytelling

Example of Leadership Lessons* Explore powerful leadership topics through the lens of the 10-year Apollo Moon Mission at NASA Space Centers in Cape Canaveral, FL and Houston, TX. The lessons truly come alive when you’re immersed in the stories of the men and women of NASA who built the country’s space program from the ground up. Example of Leadership Lessons* Establish and Reinforce a Vision Understand how staying focused on the vision can help individuals and teams create opportunities from setbacks Create a Culture of Innovation Use adaptive leadership principles to manage a constantly evolving environment Operate in a Hyper-Competitive Environment Leverage team culture to create an environment for success Manage a Team Based on Strengths and Gaps Learn when to step up or step back as a leader Prepare for the Unknown Identify key response behaviors of individuals, teams, and organizations * Each program is customized to the client’s objectives, these are examples of possible learning objectives

Leadership Studies John F. Kennedy: Nurturing the Vision James Webb: Managing Leadership Strengths and Gaps Tom Kelly: Articulating a Clear Picture of Success for a Team Wernher von Braun: Adaptive Leadership Kelly/Von Braun: Creating a Culture of Innovation Apollo 1/Kranz: Leading Through Setbacks Challenger/Aldrich: Leaders Teaching Leaders Neutral Buoyancy Lab: Leadership and Contingency Planning for the Unknown Apollo 11: Stepping Up vs. Stepping Back, Decision Making Under Pressure Apollo 13: Preparing For, Managing Through, and Leading out of Disruption

Examples of Leadership Lessons* Explore why some leaders embrace and overcome adversity while others flounder.  We combine first-person narrative with experiential activities to help you anticipate, manage through, and lead change. The majority of the program takes place at the Carolina Aviation Museum in Charlotte, NC. Hogan assessments and feedback will be offered to participants. Examples of Leadership Lessons* Prepare Yourself for Adversity and Change Identify and strengthen your emotional intelligence, values, and level of preparedness Lead During Disruptions and Critical Incidents Lead your team in the midst of the unexpected, the unplanned, and the unpredictable incidents, as well as the planned disruptions Create A New Normal by Gaining a Deeper Understanding of Yourself Learn how to effectively respond to and overcome adversity by knowing your capabilities and leveraging your emotional intelligence Build An Adaptive Culture Create a culture that can take a hit and bounce back * Each program is customized to the client’s objectives, these are examples of possible learning objectives

Leadership Studies Brace for Impact Framework: Prepare For, Manage Through, and Lead Out of Disruption Hogan Assessments: Self-Awareness of Emotional Intelligence, Strengths, and Derailers Gallery Walk: Scan the Environment for Potential Disruptive Threats Miracle on the Hudson Story: Act, Not Just React, To Create Personal Impact Leadership Case Studies: Facing Disruption & Leading Through Ambiguity Value Cards: Prioritize Your Values To Identify What Will Guide Your Actions Organizational Culture: Analyze Your Cultural Indicators That Can Either Harm or Improve Leadership Under Stress Escape Room: Consider Ways to Adapt Your Personal Leadership Style Under Pressure Program Debrief: Reflect with Peers to Improve Your Strategic Leadership Impact

What Our Clients Say About These Experiences? “The Leadership Experience provided a relevant, dynamic and informative team building experience.  Even more significantly, the history provided a framework for discussion to support our strategic planning process and connect strategy to reality..” – Devin Wenig, President & CEO, eBay “The experience had an immediate impact on our management team, and challenged us to apply what we learned into our business planning and management approach.” – Scott Clark, Executive Vice President & COO, Michelin North America “I’ve seen immediate results from attending this program. When dealing with a newly merged team, I was able to draw on the lessons of cultural integration. The merging of the teams was not easy, but the outcome has been great so far.” – Laksen Sirimanne, Vice President, R&D, Edwards Lifesciences Corporation “Participating in the Leadership Experience was one of the best experiences in my career! The facilitators did a tremendous job in bridging the dichotomy of the business world and the battlefield, bringing relevance to the decisions I frequently face.” – Wayne Barndt, Regulatory Strategy & Policy Manager, PepCo Holdings, Inc.