Large Company Technology Networking Conference Wes Smith Executive VP & Chief Operating Officer Mayer Electric Supply Company, Inc.

Mayer Acquisition Support & Training Teams (MAST)

Orientation 4 hours 6-10 people in a group Leadership Feedback East Coast Needs Assessment Next Generation Visit 45 minutes Must follow orientation Systems Orientation 4 hours 30 days prior to “Go-Live” Pre “Go-Live” MAST Orientation 1 hour worksheets, training resources, MayerNet, systems docs, forms Division Go-to Person OJT ? Myers Briggs 2 hours Week 1 Week 2 Week 3 Week 4 Check-up 60 days post conversion East Coast Audit Performed by Quality 120 days post conversion

Needs assessment Interview each associate—30 min Interview each associate—30 min Determine any special needs for that associate Determine any special needs for that associate List of equipment & other special resources needed at the branch List of equipment & other special resources needed at the branch Confirm our resource allocations for the conversion Confirm our resource allocations for the conversion

Myers-Briggs Type Indicator Tied back to your assessments Tied back to your assessments Provide the team an understanding of different types using the MBTI Provide the team an understanding of different types using the MBTI Types are related to change-readiness Types are related to change-readiness Types are related to learning styles Types are related to learning styles Help the individuals assess their learning and coping styles Help the individuals assess their learning and coping styles MBTI stimulates positive growth MBTI stimulates positive growth Provide a positive framework prior to the Go Live Provide a positive framework prior to the Go Live

Visit by the Next Generation Collat daughters (in tandem, trio, or solo) will visit ECD. Collat daughters (in tandem, trio, or solo) will visit ECD. Purpose is to communicate a message of “family” Purpose is to communicate a message of “family” Reinforce the need for positive leadership Reinforce the need for positive leadership

MAST Mayer Acquisition Support & Training Mayer Acquisition Support & Training –Mayer Associates –One-on-one support –During “go live” –For the week after that and for as long as needed—at least four weeks and for as long as needed—at least four weeks

Opportunity to grow & develop Mayer associates want to share Mayer associates want to share They want to help you They want to help you Many want to be more visible Many want to be more visible All are volunteers All are volunteers –Please make them feel welcome PUT THEM TO WORK FOR YOU! PUT THEM TO WORK FOR YOU!

Objective of This Approach Keep the business going during conversion Keep the business going during conversion Provide one-on-one support from Mayer experts Provide one-on-one support from Mayer experts Expose associates to a variety of best practices Expose associates to a variety of best practices Sort through practices that “work” but not best, for your operation Sort through practices that “work” but not best, for your operation

MAST Team Objectives, 2 Provide learning by doing—”hands on” during the workflow Provide learning by doing—”hands on” during the workflow Eliminate time spent in the classroom environment Eliminate time spent in the classroom environment Give you Mayer associates for resources— ongoing networking Give you Mayer associates for resources— ongoing networking Prepare you to help other converted associates Prepare you to help other converted associates

The approach Week 1: Staying Alive – Learn by doing Week 1: Staying Alive – Learn by doing Week 2: More structured—”intermediate” issues Week 2: More structured—”intermediate” issues Week 3: More structured, fewer resources—advanced issues Week 3: More structured, fewer resources—advanced issues Week 4: Evaluation: are you ready to steer your own ship Week 4: Evaluation: are you ready to steer your own ship

Go Live Schedule

Systems Orientation Required of everyone Required of everyone Hands on—WinTerms in conference rooms Hands on—WinTerms in conference rooms OneWorld fundamental skills OneWorld fundamental skills Navigating in OneWorld Navigating in OneWorld

“Go To” Person OJT Bring to Birmingham a person from each branch Bring to Birmingham a person from each branch “Go To” person because people now “go to” this person for help “Go To” person because people now “go to” this person for help Objective is to make this person aware of the resources available to help Objective is to make this person aware of the resources available to help Also to introduce some tasks to the person Also to introduce some tasks to the person “Itinerary” suitable for the operations manager or general manager “Itinerary” suitable for the operations manager or general manager

MAST Team Orientation Introduces job aids prepared for the conversion Introduces job aids prepared for the conversion Reviews mayerNET systems and procedural instructions Reviews mayerNET systems and procedural instructions Identifies forms on the mayerNET Identifies forms on the mayerNET Focuses on the objectives for the remaining weeks Focuses on the objectives for the remaining weeks Lays down the ground rules for how the Maddux and Mayer associates will interact Lays down the ground rules for how the Maddux and Mayer associates will interact Done in conjunction with the MBTI

Week 1: Learning by doing Objective is to keep the business going Objective is to keep the business going As transparent as possible for customers As transparent as possible for customers Reassured associates Reassured associates One-on-one coverage One-on-one coverage Associates will learn by doing the job alongside a Mayer resource Associates will learn by doing the job alongside a Mayer resource

Week 2: Structured training Specific, structured trainings Specific, structured trainings –Required of those who have to do the tasks Specific, structured interventions Specific, structured interventions –Cross training in the warehouse –Operations Manager duties –Inside & Counter Almost one-on-one Almost one-on-one

Week 3: Learning transfer Specific OJT Checksheets to evaluate everyone Specific OJT Checksheets to evaluate everyone Fewer resources Fewer resources Resources are identifying & addressing ongoing needs Resources are identifying & addressing ongoing needs Yes/no—needs more training Yes/no—needs more training

Week 4: On Their Own? Decision point: did we fulfill our objectives? Decision point: did we fulfill our objectives? –If yes, “certification” –If not, more resources will remain in place. –If not, we must evaluate why no. About one-quarter the resources of Week 1.

60-Day Check Up Background checks on key processes Background checks on key processes Visits as needed Visits as needed Informal but focused Informal but focused

120-day Audit QA will be asked to perform an audit to determine what gaps remain between expectations and performance QA will be asked to perform an audit to determine what gaps remain between expectations and performance

Mayer Acquisition Support & Training Teams (MAST) Resources

Purpose: OJT Check Sheet Tool used to facilitate on the job training Tool used to facilitate on the job training –How often each topic experienced (week 1 & 2) –Communication between MAST Teams –If associate can be “certified” (week 3 & 4) –Guide for MAST team & associates during conversion weeks through training process.

OJT: MAST Orientation Included in MAST Orientation binder Based on position title and results of their needs assessment. Included in MAST Orientation binder Based on position title and results of their needs assessment. –Room for MAST Team to add topics if needed. –Check sheet stays with associate Associates see what topics they will be trained and see how progress will be monitored. Associates see what topics they will be trained and see how progress will be monitored.

OJT: Week 1 Check sheet updated as tasks are performed. Check sheet updated as tasks are performed. –MAST Team member and the associate update. –"Tick mark" recorded for each time particular topic is covered during week 1 in the space provided. Shade in if completely practiced. Measurement of how many opportunities to "learn by doing" are taking place naturally. Measurement of how many opportunities to "learn by doing" are taking place naturally. Information gathered helps incoming week 2 team see what has already been accomplished and where gaps may exist. Information gathered helps incoming week 2 team see what has already been accomplished and where gaps may exist.

Week 1 Shade in the entire cell if you have practiced frequently.

OJT: Week 2 Check sheet reviewed to find areas of focus to begin week 2 (MAST & associate) Check sheet reviewed to find areas of focus to begin week 2 (MAST & associate) Process same as week 1 with more emphasis on areas of focus. Process same as week 1 with more emphasis on areas of focus. Information gathered helps incoming week 3 team see what has already been accomplished and where gaps may exist. Information gathered helps incoming week 3 team see what has already been accomplished and where gaps may exist.

OJT: Week 3 Guide to confirm if topics have been mastered Guide to confirm if topics have been mastered Associate demonstrates ability/understanding of topics to MAST Team member. Associate demonstrates ability/understanding of topics to MAST Team member. –Certified Y/N? in week 3 space provided –Insures that the associate has learned the topics they need to function in their roles. Critical point in the process to verify if associate has been prepared/trained properly. Critical point in the process to verify if associate has been prepared/trained properly. Information gathered helps incoming week 4 team and training department see where gaps may exist. Information gathered helps incoming week 4 team and training department see where gaps may exist.

HMLHML YYNYYN Needs more here! Week 3

OJT: Week 4 Focus on any items not certified during week 3 Focus on any items not certified during week 3 Associate demonstrates ability/understanding of topics to MAST Team member. Associate demonstrates ability/understanding of topics to MAST Team member. –Certified Y/N? in week 4 space provided –Insures entire location is ready to function post conversion with all associates certified in their roles and all key topics. Training Director determines if location is certified based on feedback from MAST Teams. Training Director determines if location is certified based on feedback from MAST Teams. MAST Team member sends copy of completed check sheet to training as record MAST Team member sends copy of completed check sheet to training as record

HMLHML YYNYYN Needs more here! Y Week 4

OJT: Post Conversion If items need to be addressed post conversion, they will be scheduled accordingly. If items need to be addressed post conversion, they will be scheduled accordingly.