ANALYSIS FINDINGS AND CONCLUSIONS PHASE 3: Analysis APRIL 18-23, 2012 Sample EXECUTIVE BRIEFING ANALYSIS FINDINGS AND CONCLUSIONS RETAIL EMPIRE, INC. LEARNING & DEVELOPMENT STRATEGIC PLAN ©2012 RAY SVENSON CONSULTING, INC. RAY SVENSON CONSULTING, INC. • 112 Two Mile Bridge Road • Roberts • MT • 59070 www.raysvensonconsulting.com • e-mail: ray@raysvenson.com Office phone: 406-446-1861 • Mobile phone: 406-425-4013 1

Executive Briefing PROJECT PURPOSE PHASE 3: Analysis The purpose of this project is to Analyze and anticipate the learning needs of Retail Empire’s employees Assess the capabilities of the current Learning and Development System to meet the anticipated needs Propose a future-state Learning and Development System Develop an Implementation Plan to transition to the new system

Executive Briefing PROJECT APPROACH PHASE 3: Analysis Project Process Map Project Plan Development Data Collection and Analysis Design Phase Implementation Plan Business Needs Analysis Analysis Findings and Conclusions Design High-Level Learning & Development System Architecture 3-5 Year Implemen- tation Plan and Business Case Project Plan Assess Current Capabilities Executive Review Executive Review Executive Review Research Best Practices Develop Specifications and Design Details 2 Weeks to 6 Months

Executive Briefing PROJECT ORGANIZATION PHASE 3: Analysis Project Leader, Alice Monroe, Chief Learning Officer Organize and lead the Working Team Be accountable to company executives, Sponsors, and Executive Steering Team Perform as liaison with best practices companies Secure the necessary resources Recruit Sponsors Sponsors, Janet Elias, President and Paul Johnson, HR VP Recruit Executive Steering Team members Review project deliverables Advocate for the project Executive Steering Team which includes the president, HR VP, and VPs of key departments Review analysis findings and future L&D System Architecture Review Implementation Plan and Business Case and advocate to Executive Leadership Team for approval Provide members to the Working Team Provide access to people and information Advocate for this project Working Team which includes representatives from key departments selected by Executive Steering Team (one-third time for four months) Conduct analysis tasks Participate in analysis, design, and implementation planning meetings Present findings to Sponsors and Executive Steering Team

Executive Briefing DATA SOURCES PHASE 3: Analysis Executives interviewed Middle managers interviewed Focus groups Other sources Employees with experience in Wal-Mart, Target, Kmart, Kohl’s etc. Literature search Interviews and visits with six other best practices companies Employee dynamics forecasts from HR database and leadership interviews IT technological readiness interviews Survey of existing learning & development expenditure, services, and capabilities

Executive Briefing KEY FINDINGS AND CONCLUSIONS PHASE 3: Analysis

Executive Briefing SUMMARY/RECOMMENDATIONS PHASE 3: Analysis