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Carlson Marketing Group
Wellness and Health Promotion Strategy
September 2004
01/25/13

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Why we’re here today
 We are committed to helping our clients with
their most pressing business issues…and
healthcare is one of those
 We recognize the need to match a partner’s
healthcare expertise with our expertise in
marketing and behavior change
 We want to work with the best in the business,
because we literally want to change the world

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Who we are
Carlson Companies, Inc.
 $19.8 billion world leader in marketing, hospitality and travel
 Operating in more than 140 countries
 Over 180,000 people worldwide

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World Renowned Leader in…
Hospitality
Marketing Travel

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Carlson Marketing Group
overview
 Named #1 marketing agency in
the U.S. by Advertising Age
 3500 people in 20 countries
 We provide strategic and tactical
marketing solutions for our
clients
– Business strategy consulting
– Marketing programs for consumer,
channel, and employee audiences
– Client communications, training and
education, rewards and partnerships,
travel and events

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Sampling of CMG work
 For Merial … CMG created programs to train and reward Veterinary Clinic staff
for teaching pet owners to properly care for their pets
 For Visa USA … CMG created a program to reward Travel Agents for
encouraging their customers to use Visa as the preferred payment method
 For Morgan Stanley … CMG creates reward and recognition programs and
events for their top financial analysts
 For Verizon…. CMG created an employee engagement portal to share their
successes in improving customer satisfaction
 For HP…. CMG selects and manages the delivery of all their length of service
rewards worldwide
 For StorageTek… CMG designed a lead management/reward system to
encourage non-sales personnel to identify new leads
 For Sprint…. CMG is designing the employee reward system to transform Sprint
from four product lines of business to a customer-centric enterprise
 For Saturn…CMG serves as the marketing services agency of record and designs
programs for employees, dealers and their employees to fulfill the brand promise

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Our corporate wellness concept
We see an opportunity to develop a turnkey, “end to
end” wellness offering to companies that encompasses
 Awareness and Education
– World class program design and content
– Training
– Communications
 Behavior Change
– Employee engagement
– 1to1 marketing
 Incentives
– Rewards
– Recognition
 Measurement

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Why we see a fit
Potential Partner CMG
 Known and trusted expert in  Global leader and trusted expert in
healthcare employee motivation and behavior
 Highly credible, agnostic authority on change, incentives, and
communications
wellness
 Strong desire to help our clients
 Robust health management offering
and our broader community
with original content
enhance wellness and reduce
 Strong relationship with clients healthcare costs
 Extensive Fortune 1000 client
relationships
 We walk our talk: Carlson
Companies wellness initiative

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CMG’s proprietary assets
 Chairwoman Marilyn Carlson Nelson
– Ultimate spokesperson for wellness
– Extensive government, corporate, and media relationships to
leverage for widespread program awareness and acceptance
– Appointed by President George W. Bush in 2002 to chair the
National Women's Business Council.
– Fortune magazine: one of Most Powerful Women in Business
– Business Week magazine: one of the Top 25 Executives in
Business
– Member of the International Business Council of the World
Economic Forum

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CMG’s proprietary assets
 Unparalleled platform from which to launch a turnkey
initiative
 Corporate and Consumer Brands offer multiple
touchpoints
– Corporate Brands: Marketing, Corporate Travel
– Consumer Brands: Hotels, Restaurants, Leisure Travel, Cruises
 Heritage of caring for employees: we walk our talk
– Carlson Companies named one of 100 Best Companies for
Working Mothers by Working Mother magazine (2001-03)
– Named one of 100 best companies to work for by Fortune
magazine (2002)
– Carlson Companies, Inc. (CCI) Wellness initiative in progress

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How we might work together
Partner
•World class program design •World class employee
consulting and content behavior change engine
•HRA and suite of treatment •Marketing
protocols
•Guidelines to measure healthcare
•Advocacy
improvements
Partner/Carlson Global Health and Wellness Initiative

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What this could look like for the
Carlson family of businesses
 CMG:
– Turnkey wellness solution offering for private and public sectors, globally
 Hotels
– Wellness on the road, e.g. Radisson: in-room health tips/information, healthy
room service menu options, gym workouts
 Restaurants
– Building wellness and community at the local level, e.g. TGI Fridays: healthy and
family-friendly menu offerings, sponsor local school and work sports teams, host
special sports/health events (walkathons, etc.)
 Leisure Travel
– Wellness themed vacations with spa/fitness packages
 Cruises
– Themed wellness/spa cruises with world-renowned health experts
– Suggested “wellness itineraries” with menu of on-ship options to promote health

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How we envision this expanding in
the broader community
Food Manufacturers Retail/Grocery
Insurance
Companies Restaurants
Managed Care Non-profits
World Leader
Travel/Leisure in Wellness Government
Weight loss Schools
(Weight Watchers, etc.)
Fitness Colleges/Universities
Sporting Goods
All reinforcing common messages
Potential for network earnings component

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Next steps
 Confirm mutual interest
 Next step would be to develop pricing/profit
sharing model in conjunction with joint
product offering to know if we can move
forward with Partner on a mutually
acceptable basis

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Contact
Anne Pryor
Sr. Product Manager
Carlson Marketing Group
763-212-4951
apryor@carlson.com