1. Copyright 2001-2014 Proficientz, Inc. All rights reserved. Portfolio Strategy Overview Presenter Name My Organization’s Goals & Strategic Initiatives Market Segment 3 Contributions Market Segment 2 Contributions Market Segment 1 Contributions

2. Copyright 2001-2014 Proficientz, Inc. All rights reserved. Agenda 1.Revenue Overview 2.Market Segment Priorities 3.Portfolio Priorities 4.Strategic Marketing Initiatives 5.Operational Priorities Portfolio Strategy 1.Goals 2.Markets 3.Priorities

3. www.proficientz.com Copyright 2001-2014 Proficientz, Inc. All rights reserved. Revenue Goals by Market Segment Revenue

4. www.proficientz.com Copyright 2001-2014 Proficientz, Inc. All rights reserved. Market Segment Priorities Market Segment Evaluation Scorecard Criteria Segment 1Segment 2Segment 3 1. Revenue/Profitability Potential 2. Alignment to Strategic Spending Priorities 3. Competitive Threats 4. Core Competency Rating Segment Score

5. www.proficientz.com Copyright 2001-2014 Proficientz, Inc. All rights reserved. Portfolio Roadmap

6. www.proficientz.com Copyright 2001-2014 Proficientz, Inc. All rights reserved. Priorities – New Solutions

7. www.proficientz.com Copyright 2001-2014 Proficientz, Inc. All rights reserved. Priorities – Existing Products/Services

8. www.proficientz.com Copyright 2001-2014 Proficientz, Inc. All rights reserved. Priorities – Infrastructure Investments

9. www.proficientz.com Copyright 2001-2014 Proficientz, Inc. All rights reserved. Strategic Marketing Priorities Strategic Marketing Roadmap Priority Segment 1Segment 2Segment 3 1. White Paper 00/00/20xx 2. 12-week Best Practices eMail Campaign 00/00/20xx 3. Sponsorship - Industry Executive Summit 00/00/20xx 4. Competitor Account Incentive Campaign 00/00/20xx 5. Seminar Roadshow 00/00/20xx

10. www.proficientz.com Copyright 2001-2014 Proficientz, Inc. All rights reserved. Operational Priorities