V1.0/3 November 2005/DWD1 The Alliance: a Forum for Business Leaders Business Plan FY November 2005 Update Daniel W. DeHayes Professor Emeritus of Business Administration Kelley School of Business Indiana University Facilitator November 2005

V1.0/3 November 2005/DWD2 Outline FY Goals Progress to Date Focused Initiatives to February 2006 Needed Help

V1.0/3 November 2005/DWD3 FY Goals Sustain excellent member satisfaction with programs Satisfaction survey from September was very positive Identify a sponsoring organization Initial discussions with Indiana University completed Have at least 40 members by the end of the fiscal year Two members joined. 9 guests for November. 31 currently. Achieve financial breakeven Still have cash. January billing and additional members priorities.

V1.0/3 November 2005/DWD4 FY Major Initiatives Organize and execute 4 outstanding programs around the theme of “Managing During a Boom.” Conduct aggressive membership retention and recruitment program. Execute a transparent transition from IU JCEI. Support the governance structure of the organization.

V1.0/3 November 2005/DWD5 Action Plan--Programming for “Managing During a Boom”--continued February 2006 –Improving Productivity of your Sales Force--Whale Hunters –Hidden Impacts of SOX on Privately-Held Firms--KSM –Update--DeHayes –Motivating Younger Employees in your Firm--Wiethoff –The Value of as a Marketing Tool--Baggott –Member Updates

V1.0/3 November 2005/DWD6 Action Plan--Programming for “Managing During a Boom”--continued May 2006 –Panel Discussion: Discovering the Peak of a Boom--Members and Guests –Integrating Customer Processes with Yours--? –Leading at Peak--Psychologist –A Successful Growth Story--? –New Level Leadership--Wentz? –Company Updates--? –Matching Personal and Business Goals--Financial Planner –Managing Suppliers--?

V1.0/3 November 2005/DWD7 Action Plan--Retain and Recruit Members Inform members of transition--DONE. Identify concerns among the members over the transition--DONE. Identify prospective new members via current members and personal contacts--ONGOING. Encourage current members to invite guests to meetings-- SUCCESSFUL AND WILL CONTINUE. Visit sample of member firms to learn their business--TARGET FOR Q1, Clarify membership rules--TARGET FOR FEB 2006 MEETING. DESIGNED NEW BROCHURE.

V1.0/3 November 2005/DWD8 Action Plan--Managing a Successful Transition Hire experienced, helpful person as the “Account Manager”--DONE. Install electronic infrastructure--DONE. Set up office for the administrative person--WORKING FROM HOME. Transfer and inventory paper and electronic files from JCEI-- TRANSFER COMPLETED, INVENTORY UNDERWAY. Collect FY dues promptly--GENERALLY GOOD RESPONSE, JAN 06 BILLING FOR 6 MONTH PAYS CRITICAL. Establish key administrative processes--NOT YET FORMALIZED.

V1.0/3 November 2005/DWD9 Action Plan--Support the Governance Structure Identify candidates for future leadership positions--CONTACT MADE WITH PRESIDENT ELECT. Identify potential sponsoring the organizations, working with the Board to select--DONE IN SEP MEETING, IU VISITED. Hold regular and special board of advisors meetings--REGULAR MEETINGS CONDUCTED IN SEP AND WILL BE HELD IN NOV. Secure pro bono auditing service for financials--KSM HAS AGREED TO PROVIDE. Actively engage WLH + DCH as advisors--MEET WITH WLH EVERY 2-3 WEEKS.

V1.0/3 November 2005/DWD10 Focused Initiatives to February 2006 Solidify outstanding May program Collect January billings. Encourage November guests to join. Develop plan to build the Alliance brand. Support leadership transition. Build case for contributions of Alliance firms to IU. Visit reference groups for names of potential new members. Visit 3 member companies.

V1.0/3 November 2005/DWD11 Where you can Help Identify topics and speakers you would like. Identify guests for February and May conferences. Use the brochure and direct people to the web site. Agree to serve the organization by becoming an director. Pay January invoice promptly if 6 month pay. Identify ways your company has benefited IU--eg, interns hired, cases written, graduates hired, etc.