1. INSPIRED TO HELP YOU SUCCEED
Work / Life Balance at CG
August 14, 2013

2. INSPIRED TO HELP YOU SUCCEED2 INSPIRED TO HELP YOU SUCCEED2 © 2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
Confident Credible Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy
Credible Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy Confident
Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy Confident Credible
Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy Confident Credible Personable
Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy Confident Credible Personable Insightful
Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy Confident Credible Personable Insightful Straightforward
Collaborative Reliable Client-centric Entrepreneurial High-energy Confident Credible Personable Insightful Straightforward Consultative
Reliable Client-centric Entrepreneurial High-energy Confident Credible Personable Insightful Straightforward Consultative Collaborative
Client-centric Entrepreneurial High-energy Confident Credible Personable Insightful Straightforward Consultative Collaborative Reliable
Entrepreneurial High-energy Confident Credible Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric
High-energy Confident Credible Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial
Confident Credible Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy
Credible Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy Confident
Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy Confident Credible
Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy Confident Credible Personable
Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy Confident Credible Personable Insightful
Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy Confident Credible Personable Insightful Straightforward
Collaborative Reliable Client-centric Entrepreneurial High-energy Confident Credible Personable Insightful Straightforward Consultative
Reliable Client-centric Entrepreneurial High-energy Confident Credible Personable Insightful Straightforward Consultative Collaborative
Client-centric Entrepreneurial High-energy Confident Credible Personable Insightful Straightforward Consultative Collaborative Reliable
Entrepreneurial High-energy Confident Credible Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric
High-energy Confident Credible Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial
Confident Credible Personable Insightful Straightforward Consultative Collaborative Reliable Client-centric Entrepreneurial High-energy
Confident
Culture is Everything
Credible
Personable
Insightful
Straightforward
Consultative
Collaborative
Reliable
Client-centric
Entrepreneurial
High-energy

3. INSPIRED TO HELP YOU SUCCEED3 INSPIRED TO HELP YOU SUCCEED3 © 2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
Unique strategies that make the biggest difference in work/life balance
Going Beyond Formal HR Programs
Client Relationship Model
Geographic Strategy
Limited Travel
Managed Billing Targets

4. INSPIRED TO HELP YOU SUCCEED4 INSPIRED TO HELP YOU SUCCEED4 © 2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
 Greater flexibility in modes
of delivery (on site, remote,
within CG facilities)
 Creative project structure
solutions (e.g. results
based vs. time-and-
materials)
Client Relationship Model
Deep, long standing client
relationships driven by
proven results leads to:
RESULT: Flexible options for
consultants to effectively
manage their time

5. INSPIRED TO HELP YOU SUCCEED5 INSPIRED TO HELP YOU SUCCEED5 © 2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
We live and work in our clients‟ communities
Organic Growth Strategy
Geographic Strategy
Seed new
project in a new
location with
established CG
resources from a
core location
Immediately
source local
talent to backfill
for traveling
consultants and
fulfill new work
Establish a CG
facility and a
formal “CG
Regional
Community”
Regional Community Strategy
– Networking with fellow local employees
– Shared community outreach programs
– Consistent onboarding/cultural assimilation experience for new hires
– Deliberate connection with broader CG leadership
RESULT: Less time on the road for our consultants and greater ability to stay connected to
family, friends, and communities.

6. INSPIRED TO HELP YOU SUCCEED6 INSPIRED TO HELP YOU SUCCEED6 © 2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
CG Talent is most successful and engaged when they are rooted in their primary location
Staying Rooted in Your Hometown
% of consultants who have traveled in last 12 months for client work or BD
Of those who traveled, average # of trips in the last 12 months
Average length of trip
RESULT: 0% attrition due to “too much travel”

7. INSPIRED TO HELP YOU SUCCEED7 INSPIRED TO HELP YOU SUCCEED7 © 2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
Managing Individual Billing Targets
Othertracks individual
client time using a
standard
CG
work week40hour
and adjust targets by
level and role.
professional
services firms use a
factor of up to a
work week55hour
RESULT:
{High performing organization with less pressure on
pure utilization targets. Able to focus on individual
contributions that bring broader value to the firm.
versus

8. INSPIRED TO HELP YOU SUCCEED8 INSPIRED TO HELP YOU SUCCEED8 © 2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
What Does „Work/Life Balance‟ Look and Feel Like at CG?
Personal - What I think makes CG effective is that our culture is one where we’re driven to help clients succeed, but
we also value the individual. If someone is driven to advance on an accelerated schedule, we support that. If someone
needs to take time off to raise a child or address a family issue, we support that. Or…if someone is happy at their level,
there’s no pressure to continue to advance.
Non-Threatening – I don’t have to justify my decision to take time I need (within reason) or consider career
tradeoffs. This starts at the top and is seen throughout the leaders’ attitudes around making sure the employee (and
family) are doing OK. It is expressed in genuine care and concern for simple life things – what’d you do this weekend,
where you going on vacation, how are the kids. The sense of family is important to get that feel.
Empowering – when I feel like I’m in control of my life and my career, I am more fulfilled and look
forward to coming to work and give my best.
Responsive - I can't be everywhere at once, so as long as my team is responsive to client needs and
our weekly routines, I don't worry about whether or not our consultants are working from home.
Trusting - CG leaders don’t micro-manage their consultants. They trust them to get the work done for our clients
in a way that works best for them as long as the client’s expectations are met. Flexibility and trust go a long way and
in the end the consultant works harder for CG and for our clients.

9. INSPIRED TO HELP YOU SUCCEED9 INSPIRED TO HELP YOU SUCCEED9 © 2013 Carlisle & Gallagher Consulting Group. Proprietary and Confidential.
What are the Biggest Challenges We Face in Trying to Maintain Balance?
Turning it off and walking away. When you love your job and the firm you work for,
sometimes the desire to keep going can blur the lines.
CG helps me in this area by focusing on the quality of the relationships I build and
quality of the work I deliver, without over-emphasizing the hours I am working.
It's just natural, that as you add more and more people who are remote, that certain parts
of our culture are harder to observe on a day-to-day basis. We need our senior leaders in
the firm to be good "virtual" managers in this day and age.
While it’s manageable to maintain balance and satisfy the client’s expectations, it’s difficult
to work full-time for the client and participate in CG initiatives. A certain level of “personal
investment” is required to grow at CG.