1. Workplace Community 2009 Strategy March 4, 2009

4. Our Structure Knowledge Chris Hood Operations Kate North Leadership Joel Ratekin WPC

5. Our progress and focus….

6. WPC Growth Strategy - Joel

9. New 2009 Content Topics New in 2009 Completed in 2007 & 2008

11. Global Operations

12. WPC Operating Structure New Operating Elements

13. Workplace Community 2009 Committee Lead CoreNet Sponsors Strategy Membership Bryant Rice Lauren M Profile members and develop a strategy to connect to each other Define members needs, satisfaction and engagement levels Track and actively build our membership Attract a diverse community (generations, background, nationalities, etc) Communication Rich Jordan Karen M Complete full micro site deployment by year end Develop PR Competency Deliver Quarterly Newsletters Event- Summits and Discovery Forums Len Pilon Linda D Tim V Build a stable process to support each repeated on-site event Establish an expert team to support experiential event activities Develop post-event learning process Learning Patrick Donnelly Brenda W Deliver WPC Content into global webinars Develop Workplace Curriculum and Process Build a Workplace Strategies designation for 2010 Co-create a learning strategy for chapters Research Jan-Peter Kastelein Brenda W Tim V Develop a global Research Advisory Council Increase scientific rigor utilizing PhD students Launch initiatives with CNG and Content Leaders Share and leverage findings Recognition & Awards Lynda Ward TBD Lead WP Communities involvement within the Global Innovator Award Program Develop the process and criteria for the WPC Recognition Program Identify ways to recognize members efforts based upon contribution

17. Membership Timing & Contacts Initiative Timeframe WP Team Member WP Community Connection CNG Counterpart Automate membership process, introduction package, create directory with geographic connections Q1 Bryant Rice Rich Jordan Thomas Conroy Analyze current membership and support development of survey (initial and on-going), implementation and measurement Q1 Christina Clark Rich Jordan Lauren Mountain Develop North American outreach programs. Establish “ambassador” directory for access at regional level Q2 Kirsten Weede & Margi Sullivan Bernice Boucher Lauren Mountain Adapt North American outreach programs to international community Q2 TBD Kate North Valorie Hargett Pam Keefe Monica Parker

20. Communication Timing & Contacts Initiatives Timeframe WP Team Member CNG Counterpart WP Community Connection Microsite Management: Rollout of Phase II functionality. On-going Rich Jordan Karen Murphy / Larry Bazrod Bryant Thomas Microsite Management: Collaborative Workspaces & Discussion Forums. Q2 Name: Nancy Sanquist?TBC E-mail: nsanquist@manhattansoftware.com Phone: (858) 699-0827 Company: Manhattan Software Title: Vice President : Karen Murphy / Larry Bazrod Jan Johnson Newsletter: Ownership. Quarterly Ellen Keable Karen Murphy ALL Op’s Joel, Chris and Kate- final review Newsletter: Production & Publishing. 2 weeks from final content to production Name: TBD Richard Jordan E-mail: Phone: Company: Title: Karen Murphy Global Reporters Name: E-mail: Phone: Company: Title: Name: E-mail: Phone: Cell:

21. Communication Timing & Contacts Initiatives Timeframe WP Team Member CNG Counterpart WP Community Connection European Communications Liaison (help build European Communications team) On-going Name: Kimberlee Burt ? TBC E-mail: kb@originalcreativeco-op.com Phone: +31 (0) 20 379 2221 Company: Original Creative Co-Op Title: Monica Valerie Asia Communications Liaison (help build Asian Communications team) On-going Name: E-mail: Phone: Company: Title: Monica Kate Public Relations: Events, Chapters and External On-Going Name: Jennifer Scott ? TBC E-mail: jennifer@touchpointspr.com Phone: (804) 227-9444 Cell: (804) 994-1119 Company: Touch Points Public Relations Title: President Karen Murphy Len Bernice Joel

23. Events Deliverables Deliverables Launch 2 NA Summits – Dallas/ Las Vegas Support EU in 1 Summit Launch 1 AP Event - Macau Launch 2 Discovery Sessions – NY and Amsterdam

27. Learning Timing and Contacts Membership Roles & Responsibilities Timeframe WP Team Member CNG Counterpart WP Community Connection Webinars Work with content lead to determine annual webinar schedule and advise on webinar best practices and training Complete Current Schedule – July Year two content - May Sept. ‘09 – Sept. ‘10 Schedule – July Assessment of progress – Dec. Name: Tanya Brownrigg , (Alex Redgrave, Mellissa Marsh) E-mail: [email_address] , ( [email_address] ) Phone: (513) 470-4368 Company: Colliers (HOK Europe, DEGW) Brenda Chris Align first class content and delivery with current curriculum. Who’s the audience? What do they need to know? What’s already available? Curriculum review -January Learning objectives - February Lesson Blocks– March Name: Jim Rice (Patrick Donnelly) E-mail: [email_address] , (tdonnelly@bhdp.com) Phone: (678) 938-5490 Company: HOK, (BHDP) Brenda Chris, Jan-Peter Develop Class for Content and Delivery for July Who’s available to teach? What is the content ? How is it to be delivered? Faculty Alignment - March First Draft-Content Review –April Final Draft Content Review-May Assessment Draft - May Assessment Final - June Deliver Course-July Name: Brady Mick (Antonia Cardona) E-mail: [email_address] , (antonia.cardona@hok.com) Phone: (513 2)90-6760 Company: BHDP, (HOK) Brenda Chris Jan-Peter Creation of the Workplace Strategist Designation Develop Advisory Committee- Feb Define a process for integrating with MCR and SLCR – March Integrate findings of Curriculum review committee – May Test with 1 st course attendees–July Content from first year webinars – September Launch - November Summit Name: Dana Adamski (Brent Densford) E-mail: [email_address] , (bdensford@humana.com) Phone: (770)350-2260 Company: Humana (Humana) Bev Taylor Joel

28. Learning Timing and Contacts Membership Roles & Responsibilities Timeframe WP Team Member CNG Counterpart WP Community Connection Review MCR and SLCR Curriculum for Designation Participate in Advisory Committee - Feb. Gather and assess information on current courses from CoreNet (and others) - March Report on leveraging existing Curriculum to Advisory Committee - May Name: Barbara Moore (Steve Dovala) E-mail: [email_address] , ( [email_address] ) Phone:(937) 859-2575 Company: MetLife, (JLL) Bev Joel Co-develop WP Chapter Learning Program Work with WP Chapter Lead Develop a strategy, Determine local WP contributors Develop a strategy - Feb. Define content delivery to chapters - April Integrate content offerings with CoreNet Chapter learning - June Align with Chapter coordinators - August Name: Mellissa Morgan, (Jack Weber) E-mail: [email_address] , ( [email_address] ) Phone: Company: Cubellis , Gresham Smith Monica Bernice

31. Research Timing and Contacts Membership Roles & Responsibilities Timeframe WP Team Member CNG Counterpart WP Community Connection Launch WP Advisory Council Q1 Brenda Chris Identify Academic Institutions & Partners Q1 Brenda Joel Establish a process to engage the students and identify call for cases Q1 Brenda Integrate the research strategy with CNG Research, Content Leads and Content Mgmt O n-going Brenda and Tim Present Research Initiatives at Laws Vegas Summit Q4 Amanda/ Brenda Len Research Committee Member US 2009 Name: Michael J. O’Neill E-mail: Michael_O'Neill@knoll.com Phone: Company: Knoll Brenda Research Committee Member EU 2009 Name: Herman van Ree E-mail: hermen.van.ree@ipd.com Phone: Company: IPD Brenda Ron Adams Research Committee Member Asia open Name: E-mail: Phone: Company: Brenda Alex Lam

34. Recognition and Award Timing and Contacts Initiatives Timeframe WP Team Member CNG Counterpart WP Community Connection Awards & Recognition Award Guidelines Award Judges Solicit Submissions Award Criteria Restructure 12/08 3/09 Now 6/09 Name: Lynda Ward E-mail:Lynda.Ward@am.jll.com Phone: 415.676.8546 Company: Jones Lang LaSalle Title: VP Strategic Consulting Jenny Awards & Recognition program at Summits Co-Lead O n-going Name: Tom Harris E-mail: Tom.Harris@hpmgroupinc.com Phone: 19198157151 Company: HPM Group, Inc. Title: Principal Architect Barbara Greenberg Monica Joel

36. Content Management Deliverables 3. Creating a Knowledge Library on the WPC website Determine types of knowledge appropriate, filtering process and tagging 2. Threaded Discussions on WPC website Develop a process for supporting threaded discussion 1. One-Page Knowledge papers Determine topics Develop team to establish the process and generate

37. Content Management Timing and Contacts Initiatives Timeframe WP Team Member CNG Counterpart WP Community Connection Formalize a deployment plan for creating and “knowledge” papers Q1 Name: E-mail: Phone: Company: Title: Brenda Chris Rich Liaise with the website team to develop a process for “threaded discussions” Q1 Name: E-mail: Phone: Company: Title: Brenda Nancy Develop a process and strategy for workplace content on the WPC website Q2 Name: E-mail: Phone: Company: Title: Brenda Nancy and Rich

39. Chapter Interface Deliverables 3. Communicate with Chapters Share potential content and schedule; gauge interest Identify ‘pilot’ opportunities, i.e. New York Integrate content offerings into Chapter Learning Plan Create feedback loop to measure success of program 2. Identify Potential within Chapters Acquire complete list of Chapters and their Learning Coordinators Identify WPC members & their chapters in order to leverage their relationships Develop short survey for distribution to Chapters on WP content and webinars 1. Co-develop WP Chapter Learning Program Work with Patrick Donnelly to gain status of webinar schedule and content Strategize with key contacts on Chapter Communication Plan

43. European Community Deliverables Deliverables Regular Column in Quarterly Newsletter Contribution to Microsite (TBD) Lead PR Campaign for (1) Global Summit (Europe) PR Support for Discovery Forums (Amsterdam) Global Workplace TV Programs

47. WTV Deliverables Deliverables Regular Feature in Quarterly Newsletter Link on Microsite Filming Strategy for 2009 Summits

49. 2009 Expected Revenue DRAFT 3-3-09 Item Description $ Amount General Sponsorship Global community sponsorship, event sponsorship, and activity sponsorship (cash only - does not include “in-kind”) $50,000 Web Sponsorship cash sponsorship from web advertising $5,000 Research Student Sponsorship cash sponsorship - for local scholarship/intern program to cover the cost of one research student attending each global summit $5,000 Academic Research Sponsorship Research Conference – Sponsored by leading consulting and workplace firms and led by a recognized academic leader. $5,000 New Member Income new memberships - 50 members at $500 each $25,000 Discovery Forum Sponsorship Discovery Forum sponsorship (existing) Existing Webinar Income Webinar content for 4 webinars ($7500 per webinar in revenue equals about 250 locations) $30,000 TOTAL EXPECTED 2009 REVENUES $120,000