Setting the Stage FLDC November 5, 2013

Growth & Expansion Local Chapters 2011 – Orlando, South Florida, Tampa Bay 2012 – Jacksonville, Southwest Florida 2013 – Tallahassee Staff Support 2011 – 1 Coordinator and 1 Intern 2012 – 1 Sr. Coordinator, 1 Coordinator, and 1 Intern 2013 – 1 Regional Manager, 2 Coordinators, and 1 Intern

Events & Programs 2011 – College Diversity Summit, Diversity & Leadership Conference, Diversity Best Practices Meetings, Multicultural Summit, Talent Summit, Women’s Conference, Women in Leadership Symposiums, Young Women’s Leadership Symposiums 2012 – Diversity Festival, Healthcare Diversity Summit, LGBT-Allies Diversity Summit, Mixers, *Men of Vision & Excellence (MOVE) Conference, STEM Youth Diversity Summit, *Veterans Summit 2013 – Corporate Responsibility Summit 2014 – *Youth Empowerment Summit (Y.E.S.)

Events & Programs 2011 Tampa Bay Women in Leadership Symposium $4,107 Orlando Women in Leadership Symposium -$450 South Florida Women in Leadership Symposium $2,483 College Diversity Summit $385 Net Total = $6,525

Events & Programs 2012 Healthcare Diversity Summit $4,350 LGBT-Allies Diversity Summit $0 MOVE Conference -$2,338 College Diversity Summit $0 Tampa Bay Women in Leadership Symposium $2,475 Orlando Women in Leadership Symposium $1,493 South Florida Women in Leadership Symposium $2,796 Southwest Florida Women in Leadership Symposium -$129 Veterans Summit $4,511 Net Total = $13,158

Events & Programs 2013 Tampa Bay Young Women’s Leadership Symposium $1,144 South Florida Young Women’s Leadership Symposium $342 Orlando Young Women’s Leadership Symposium -$620 Healthcare Diversity Summit $6,605 LGBT-Allies Diversity Summit $2,164 Diversity Best Practices Meetings $287 MOVE Conference -$1,513 Corporate Responsibility Summit $2,631 Tampa Bay Women in Leadership Symposium $5,233 Orlando Women in Leadership Symposium $6,708 South Florida Women in Leadership Symposium $617 Southwest Florida Women in Leadership Symposium $3,579 Veterans Summit $3,923 Net Total = $31,120  SPREADSHEET

Corporate Partnerships 2011 – Aerotek, Aon Hewitt, Bright House Networks, Florida Blue, Florida Virtual School, Hodges University, J.J. Taylor Distributing, Martin Memorial, Nielsen, Orange Lake Resorts, Quarles & Brady LLP, Right Management, Wyndham Vacation Ownership Total New Funds Secured = $65,250 Total Number of Platinum Board Organizations = 20 Total Number of Bronze Organizations = – 21 st Century Oncology, Bloomin’ Brands, Crisis Center of Tampa Bay, Digital Hands, Greenspoon Marder, JM Family Enterprises, PNC Bank, PricewaterhouseCoopers, Saint Leo University, Sodexo, Tech Data, TD Bank, TEKsystems, USF Federal Credit Union, Wells Fargo Total New Funds Secured = $84,000 Total Number of Platinum Board Organizations = 32 Total Number of Bronze Organizations = – Mental Health Association of SWFL, PGA Tour, SBA Communications, UPS, USAA Total New Funds Secured = $14,000 Total Number of Platinum Board Organizations = 29 Total Number of Bronze Organizations = 9

Corporate Partnerships 2013 – Aerotek, Aon Hewitt, Bright House Networks, Florida Blue, Florida Virtual School, Hodges University, J.J. Taylor Distributing, Martin Memorial, Nielsen, Orange Lake Resorts, Quarles & Brady LLP, Right Management, Wyndham Vacation Ownership Net Total = $65,250 Total Number of Platinum Board Organizations = 19 Total Number of Bronze Organizations = – 21 st Century Oncology, Bloomin’ Brands, Crisis Center of Tampa Bay, Digital Hands, Greenspoon Marder, JM Family Enterprises, PNC Bank, PricewaterhouseCoopers, Saint Leo University, Sodexo, Tech Data, TEKsystems, USF Federal Credit Union, Wells Fargo Net Total = $65,250 Total Number of Platinum Board Organizations = 30 Total Number of Bronze Organizations = 6

2014 Goals November 5, 2013

2014 Goals Drive growth strategically to build and maximize financial stability Deliver excellent and consistent member service to grow our external reputation Grow and engage the Board of Directors to build support and opportunities Enhance partnership benefits to add value to member companies Build the skill set of staff members and sales team to unleash capabilities Align communications strategy with organizational objectives to maximize impact Review and implement policies and procedures to sustain consistent measures

Strategic Planning Session November 5, 2013

Thoughts re. FLDC Name Organization Role Top priority/most significant concern Expectations

2014 Goals 1.Increase Corporate Partnership Revenue 2.Increase Event & Program Revenue 3.Increase Engagement Amongst Corporate Partner Representatives and Community Members

Organizational Assessment Strengths Objective: Identify strengths, available resources & probable partners – Current strengths – Current capabilities & services – Capabilities & services we can partner with others on – Resources available to us – What support do we have from others?

Organizational Assessment Challenges Objective: Identify capabilities needed to execute a clear strategy – Internal issues – Partnership issues – New capabilities and services needed – Skills required to leverage new capabilities & services – Resources needed to develop required skills

Organizational Assessment Opportunities & Options Objective: Identify priorities, reasons for change & external risks – Current opportunities – Potential risks for each opportunity – Options relative to opportunities & risks – Ways options can be leveraged – Prioritized options and actions

Organizational Assessment Responses Objective: Business case for the strategy – Expected responses from: Members Partners Providers Other business organizations – Business value and impact of each opportunity and risk

Organizational Assessment Effectiveness Objective: Ensure improvements in efficiency do not cause greater inefficiencies elsewhere – Efficient: maximizes resources, minimizes waste – Reliable: consistent, predictable – Concise: clear, simple – Appropriate: supports a strong business purpose – Integrated: creates, supports and maximizes potential across all systems

Commitment How can you best support the Florida Diversity Council?