Think. Innovate. Execute.
Haig Barrett: What We Do




Haig Barrett:
• Founded in 1999
• 30 professionals
• A leading mid-sized management consulting firm
• Offices: New York, Los Angeles (HQ), London


 Core Services:
 Learning                             Strategic Thinking & Workflow Analysis

 Information Process & Field          Sustainability Frameworks, Market
 Communications                       Entry, Green Communications
Our Industry Focus

Resource Industries
Energy, Mining, Oil & Gas,
Chemicals, Utilities, CleanTech


Automotive & Transportation
Automotive, EV, Heavy
Equipment




Service Industries
Financial Services, Healthcare



                                        3
Selection of Clients / Industry
What is Your
Sustainability Plan?
Create Your
Sustainability Advantage:
    •Sustainability Strategy &
  Organizational Transformation
         •Sustainovation
                       TM




      •Growth Opportunities
          •Market Entry
     •Green Communications
       •Thought Leadership
Sustainovation Group

 Where Sustainability Meets
        Innovation
Sustainovation Group


Core Markets              Critical Issues
•   Automotive            Are your products as green as
•   Consumer Products        they can be?
•   Clean Tech/Green
•   Utilities/Energy      Are you maximizing your “ROS”:
•   Transportation           Return on Sustainability?
•   Oil & Gas/Chemicals
•   Government            Do your customers know how
                            sustainable/green your brand
•   Renewables              is?
•   Supply Chain
Sustainability Experience
Sustainovation Clients / Projects

                  EV Business Start-up Strategy


                  EV Infrastructure Market Entry


                   Green Communications

                  Prius Content Development &
                  Dealer Communications

                   Performance Improvement for
                   Energy Efficiency Programs

                   Market Entry for Solar Industry
                   (PV, Solar Thermal, CSP) and
                   Battery Manufacturer
Sustainovation Group: Product Offering

   Sustainovation               Sustainability                  Green
                               Specialty Services            Communications
A) Framework & Process
Stage 1:                   •   Market Entry              •   Sustainability and
- Visioning                •   Business Agent                CSR Reports
- Backcasting              •   Tech Reports (e.g. Life   •   Green Branding
- Platform Design              Cycle Analysis, Carbon    •   Marketing Plans
                               Footprint)                •   Public Relations
Stage 2:                   •   Cap & Trade Readiness
- Process Development                                    •   Advertising
                           •   Benchmarking &            •   Events
- Implementation               Scorecards
- Product Incubation                                     •   Social Media/Blogs
                           •   Green Design &
B) Organizational Change       Packaging
for Sustainability         •   Policy & Planning



        “Leading companies to innovate through sustainability thinking.”
Sustainovation™: 12 Ways to Innovate
13   Proprietary Holistic Framework:

                                            12. Compliance:                                1. Supplier behavior: Reduce
                                            Mandatory and                                  consumption / use renewables,
                                            voluntary, and metrics                         substitute raw materials, clean
                                                                                           labor


                   11. Finance: Enabling                                                                   2. Manufacturing and operations:
                   access for new populations                                                              Returns, recycle materials, reduce waste,
                                                                                                           reduce consumption/ use renewables




                                                                                                                   3. Workplace and Workforce:
            10. Business model:                                                                                    Reduce energy use, recycle,
            Disposable product to                                                                                  enhance environment
            reuseable service

                                                                Finance   Operations
                                                                                                                    4. Product: Eco-packaging,

     9. Customer experience:
                                                               Delivery   Offering
                                                                                                                    eco-material and ingredient
                                                                                                                    substitution, healthy material
                                                                                                                    and ingredient substitution,
     Integrates sustainability with                                                                                 recyclability
     employee training, architecture,
     products, touch points




        8. Brand: Affinity and identity                                                                   5. Product system: Interactive SMART,
        are powerful value attributes                                                                     dispenser and product system replacement
                                                                                                          instead of disposable saves waste


                                                                                                 6. Service: Service with re-use and recycling as
                                                                                                 core components of offering

                              7. Channel: Online direct, local
                              exchange of goods, builds relationships
                                                                            Source: Haig Barrett Sustainovation Group Analysis, leveraging Monitor Group work
Checklist for Sustainability
                                                                 Where Are You?

 14
                                                      Typical Corporate Advancement
                                                                   Supply &                  Product &
                                                                                                                 New
           Remediation                                            Operations                  Service                          Natural
                                       Compliance                                                              Business
             & Denial                                                Cost                  Incremental                        Capitalism
                                                                                                                Model
                                                                  Reduction                 Innovation

            Cleanups                  Mandatory                  Supplier               Labeling,          New ways to    Triple bottom
                                                                    mandates                graphics and        charge          line
            Denial                    Voluntary-                                          claims
                                        shift to                   Operational                                Product to     Sustainable
                                        proactive                   energy and             Packaging
                                                                                                                service         markets
                                        emphasis                    waste                   material                            (Cap & Trade)
                                                                                            substitution       Disruptive
                                       CSR reporting
                                                                    reduction
                                                                                            and reduction       low end        Stakeholder
                                        and metrics                Workplace                                                   management
                                                                                           Product            Disruptive
                                       Community
                                                                    energy,
                                                                    waste                   material            new demand
                                        building                    reduction,              substitution
                                        and NGO                     tele-
                                        outreach                                           Design for life
                                                                    commuting               cycle
                                                                   Product                Biomimicry,
                                                                    lifecycle               SMART
                                                                    returns,                products
                                                                    recycling
                                                                                           Leveraging
                                                   Most Are Here                            global scale
                                                                                            and assets
Source: HBR 9/09; “Why Sustainability Is Now the Key Driver of Innovation”, Haig Barrett Analysis
Sustainovation™ in Action
                Six-Step Strategy & Change Process
15
             to drive more Innovation for Sustainability

                                             1. Establish
                                              Executive
                                                Intent


      6. Tell Stories                        Phase 1                               2. Define Platform
      and Execute                             Assessment                                & Values
                                       Visioning & Backcasting
                         Sustainability Platform Identification & Prioritization

                                             Phase 2
                                        Product Incubation
                                      Process Implementation                         3. Surface
     5. Build Pipeline               Organizational Change and                      Opportunities
                                       Culture Transformation

                                             4. Set Team,
                                             Resources &
                                              Processes
Driving the Electric Vehicle (EV)
16
           Agenda for Los Angeles County

     • Summary E-Mobility Committee Work
        – Mission
        – Blueprint outline
        – Stakeholder identification
        – Best Practices

     • E-Mobility Deployment Blueprint
        – Charging pilot programs
        – Funding and policy
        – EV Experience
LAEDC* E-Mobility Task Force
17


                           Mission Statement


     • Develop comprehensive L.A. County Electric Vehicle
       (EV) Deployment Community Blueprint
     • Maximize Plug-in EV adoption rates, collect vital data,
       maximize infrastructure design and effectiveness
     • Position LA County to receive federal funding from
       Department of Energy OE Deployment Community
       Program
     • Foster and support LA County EV industry cluster to
       grow jobs and investment


                                    * Los Angeles Economic Development Corporation
Insights To Market Entry

Traditional Criteria         Innovative Segmentation

 Geography & channel for     Purchase behavior-based
  product acceptance           segmentation
 Technical advantage         Identify & test innovative
 Feature and value            business models
  comparison                  Identify disruption in
 Leader vs. fast follower     markets for risk and
  strategy                     opportunity
 Value vs. premium brand     Pilots & acquisitions provide
  decision                     insight into future growth
                               opportunities
Market Entry Decision Analysis
Purchasing Behavior: What % of Purchasers and Influencers participate in which ways?




                                                                  Which Leverage
                                                                  Point has the
                                                                   most Impact?

Adapted by HB Sustainovation Group from Monitor Group
Sustainovation Group: Expertise
20
        Team of certified Sustainability
         Consultants
          The Natural Step
          LEED
        Developers of UCLA “Global
         Sustainability Certificate Courses”
        Workshop Leadership:
          University of Southern California
          U. of Va. Darden School
          Stanford University
        EV/Hybrid/Alternative Energy
        Utilities/Smart Grid
        Writers: Time.com, online EV
         websites, blogs
Sustainovation Group

 Where Sustainability Meets
        Innovation
Sustainovation Group: Core Team
      Michael Boehm is Partner at Haig Barrett, Inc. and Director of their Sustainovation Group practice. He has over two
      decades of international business experience, including 6 years in high tech in Taiwan and China. He knows how to use
      sustainability frameworks to create growth opportunities, build business, and find new streams of profitability. As CTO at
      Carsdirect.com, his platform sold over $100m of vehicles in first year of operation. As CEO of Solar Energy Development
      International he developed solar concentrator technology in the 1990s. Educated at Northwestern University and Stanford
      Graduate School of Business he teaches sustainability in programs at Darden School of Business, UCLA and the
      University of Santa Clara. He is Chair of the Clean Tech / Sustainability Industry Group of the German-American Business
      Association (GABA SoCal) and Co-Chair of the e-Mobility Task Force for the Los Angeles Economic Development
      Corporation.

      Bob Chew is Marketing Solutions Leader and Partner at Haig Barrett’s Sustainovation Group. He brings 25 years of
      management and marketing experience to the practice, which focuses on the intersection between sustainability and innovation.
      He is a specialist in branding, green communications, and in corporate, consumer, technology, and business to business
      marketing. Bob has managed multi-million dollar marketing programs and has run programs and projects for some of the largest
      brand names in the world. In addition, he is a regular writer on sustainability, specifically alternative vehicles and renewable
      energy. With all clients, Bob and his team create marketing programs that focus on the critical messages that build brands and
      communicate messages effectively to target audiences. He uses a variety of creative approaches and delivers key messages
      through traditional, online, and social media. He was Executive Vice President and Board Member at two major public relations
      agencies, Burson-Marsteller and Grey Advertising's GCI public relations division. There he managed offices and client programs
      in New York, Asia, and California. He is a graduate of Ohio State University (BA English) and for the last eight years he has
      taught marketing, public relations, and writing at UCLA Extension.

      Anita S. Katzenbach, Senior Consultant at Haig Barrett, Inc. offers extensive experience in strategic planning,
      organizational change, and global sustainability & innovation. Her background includes more than 15 years of international
      experience with a strong industry focus on automotive, energy, and clean tech. She has held consulting and project
      leadership positions in various for-profit and non-profit organizations, including Global Fortune 500 companies. She
      teaches classes in the Global Sustainability Certificate programs at UCLA Extension and is a sustainability business
      advisor for the Small Business Development Center at Santa Monica College. Anita serves on the Board of the Institute of
      Management Consultants (IMC USA), the German American Business Association (GABA SoCal), and is also Co-Chair of
      GABA’s Clean Tech / Sustainability Industry Group. She earned her Master’s Degree in Industrial & Organizational
      Psychology from the RWTH Aachen Technical University in Germany.
  .


             .
Sustainovation Group


                           Contact:
       Michael Boehm, Partner, Sustainovation Group
                   Direct: (310) 618-4096
          Email: michael.boehm@haigbarrett.com


         Bob Chew, Director, Sustainovation Group
                  Direct: (310) 383-0528
            Email: bob.chew@haigbarrett.com

Anita S. Katzenbach, Senior Consultant, Sustainovation Group
                    Direct: (310) 436-5944
          Email: anita.katzenbach@haigbarrett.com

                         Haig Barrett, Inc.
                     General: (310) 556-9626
       Website: www.haigbarrett.com & www.hbsustain.com
                       Los Angeles Office:
     1801 Century Park East, 24th Floor, Los Angeles, CA 90067

                 Los Angeles - New York - London

Haig Barrett Overview Sustainovation Group

  • 1.
  • 2.
    Haig Barrett: WhatWe Do Haig Barrett: • Founded in 1999 • 30 professionals • A leading mid-sized management consulting firm • Offices: New York, Los Angeles (HQ), London Core Services: Learning Strategic Thinking & Workflow Analysis Information Process & Field Sustainability Frameworks, Market Communications Entry, Green Communications
  • 3.
    Our Industry Focus ResourceIndustries Energy, Mining, Oil & Gas, Chemicals, Utilities, CleanTech Automotive & Transportation Automotive, EV, Heavy Equipment Service Industries Financial Services, Healthcare 3
  • 4.
  • 6.
  • 7.
    Create Your Sustainability Advantage: •Sustainability Strategy & Organizational Transformation •Sustainovation TM •Growth Opportunities •Market Entry •Green Communications •Thought Leadership
  • 8.
    Sustainovation Group WhereSustainability Meets Innovation
  • 9.
    Sustainovation Group Core Markets Critical Issues • Automotive Are your products as green as • Consumer Products they can be? • Clean Tech/Green • Utilities/Energy Are you maximizing your “ROS”: • Transportation Return on Sustainability? • Oil & Gas/Chemicals • Government Do your customers know how sustainable/green your brand • Renewables is? • Supply Chain
  • 10.
  • 11.
    Sustainovation Clients /Projects EV Business Start-up Strategy EV Infrastructure Market Entry Green Communications Prius Content Development & Dealer Communications Performance Improvement for Energy Efficiency Programs Market Entry for Solar Industry (PV, Solar Thermal, CSP) and Battery Manufacturer
  • 12.
    Sustainovation Group: ProductOffering Sustainovation Sustainability Green Specialty Services Communications A) Framework & Process Stage 1: • Market Entry • Sustainability and - Visioning • Business Agent CSR Reports - Backcasting • Tech Reports (e.g. Life • Green Branding - Platform Design Cycle Analysis, Carbon • Marketing Plans Footprint) • Public Relations Stage 2: • Cap & Trade Readiness - Process Development • Advertising • Benchmarking & • Events - Implementation Scorecards - Product Incubation • Social Media/Blogs • Green Design & B) Organizational Change Packaging for Sustainability • Policy & Planning “Leading companies to innovate through sustainability thinking.”
  • 13.
    Sustainovation™: 12 Waysto Innovate 13 Proprietary Holistic Framework: 12. Compliance: 1. Supplier behavior: Reduce Mandatory and consumption / use renewables, voluntary, and metrics substitute raw materials, clean labor 11. Finance: Enabling 2. Manufacturing and operations: access for new populations Returns, recycle materials, reduce waste, reduce consumption/ use renewables 3. Workplace and Workforce: 10. Business model: Reduce energy use, recycle, Disposable product to enhance environment reuseable service Finance Operations 4. Product: Eco-packaging, 9. Customer experience: Delivery Offering eco-material and ingredient substitution, healthy material and ingredient substitution, Integrates sustainability with recyclability employee training, architecture, products, touch points 8. Brand: Affinity and identity 5. Product system: Interactive SMART, are powerful value attributes dispenser and product system replacement instead of disposable saves waste 6. Service: Service with re-use and recycling as core components of offering 7. Channel: Online direct, local exchange of goods, builds relationships Source: Haig Barrett Sustainovation Group Analysis, leveraging Monitor Group work
  • 14.
    Checklist for Sustainability Where Are You? 14 Typical Corporate Advancement Supply & Product & New Remediation Operations Service Natural Compliance Business & Denial Cost Incremental Capitalism Model Reduction Innovation  Cleanups  Mandatory  Supplier  Labeling,  New ways to  Triple bottom mandates graphics and charge line  Denial  Voluntary- claims shift to  Operational  Product to  Sustainable proactive energy and  Packaging service markets emphasis waste material (Cap & Trade) substitution  Disruptive  CSR reporting reduction and reduction low end  Stakeholder and metrics  Workplace management  Product  Disruptive  Community energy, waste material new demand building reduction, substitution and NGO tele- outreach  Design for life commuting cycle  Product  Biomimicry, lifecycle SMART returns, products recycling  Leveraging Most Are Here global scale and assets Source: HBR 9/09; “Why Sustainability Is Now the Key Driver of Innovation”, Haig Barrett Analysis
  • 15.
    Sustainovation™ in Action Six-Step Strategy & Change Process 15 to drive more Innovation for Sustainability 1. Establish Executive Intent 6. Tell Stories Phase 1 2. Define Platform and Execute Assessment & Values Visioning & Backcasting Sustainability Platform Identification & Prioritization Phase 2 Product Incubation Process Implementation 3. Surface 5. Build Pipeline Organizational Change and Opportunities Culture Transformation 4. Set Team, Resources & Processes
  • 16.
    Driving the ElectricVehicle (EV) 16 Agenda for Los Angeles County • Summary E-Mobility Committee Work – Mission – Blueprint outline – Stakeholder identification – Best Practices • E-Mobility Deployment Blueprint – Charging pilot programs – Funding and policy – EV Experience
  • 17.
    LAEDC* E-Mobility TaskForce 17 Mission Statement • Develop comprehensive L.A. County Electric Vehicle (EV) Deployment Community Blueprint • Maximize Plug-in EV adoption rates, collect vital data, maximize infrastructure design and effectiveness • Position LA County to receive federal funding from Department of Energy OE Deployment Community Program • Foster and support LA County EV industry cluster to grow jobs and investment * Los Angeles Economic Development Corporation
  • 18.
    Insights To MarketEntry Traditional Criteria Innovative Segmentation  Geography & channel for  Purchase behavior-based product acceptance segmentation  Technical advantage  Identify & test innovative  Feature and value business models comparison  Identify disruption in  Leader vs. fast follower markets for risk and strategy opportunity  Value vs. premium brand  Pilots & acquisitions provide decision insight into future growth opportunities
  • 19.
    Market Entry DecisionAnalysis Purchasing Behavior: What % of Purchasers and Influencers participate in which ways? Which Leverage Point has the most Impact? Adapted by HB Sustainovation Group from Monitor Group
  • 20.
    Sustainovation Group: Expertise 20  Team of certified Sustainability Consultants  The Natural Step  LEED  Developers of UCLA “Global Sustainability Certificate Courses”  Workshop Leadership:  University of Southern California  U. of Va. Darden School  Stanford University  EV/Hybrid/Alternative Energy  Utilities/Smart Grid  Writers: Time.com, online EV websites, blogs
  • 21.
    Sustainovation Group WhereSustainability Meets Innovation
  • 22.
    Sustainovation Group: CoreTeam Michael Boehm is Partner at Haig Barrett, Inc. and Director of their Sustainovation Group practice. He has over two decades of international business experience, including 6 years in high tech in Taiwan and China. He knows how to use sustainability frameworks to create growth opportunities, build business, and find new streams of profitability. As CTO at Carsdirect.com, his platform sold over $100m of vehicles in first year of operation. As CEO of Solar Energy Development International he developed solar concentrator technology in the 1990s. Educated at Northwestern University and Stanford Graduate School of Business he teaches sustainability in programs at Darden School of Business, UCLA and the University of Santa Clara. He is Chair of the Clean Tech / Sustainability Industry Group of the German-American Business Association (GABA SoCal) and Co-Chair of the e-Mobility Task Force for the Los Angeles Economic Development Corporation. Bob Chew is Marketing Solutions Leader and Partner at Haig Barrett’s Sustainovation Group. He brings 25 years of management and marketing experience to the practice, which focuses on the intersection between sustainability and innovation. He is a specialist in branding, green communications, and in corporate, consumer, technology, and business to business marketing. Bob has managed multi-million dollar marketing programs and has run programs and projects for some of the largest brand names in the world. In addition, he is a regular writer on sustainability, specifically alternative vehicles and renewable energy. With all clients, Bob and his team create marketing programs that focus on the critical messages that build brands and communicate messages effectively to target audiences. He uses a variety of creative approaches and delivers key messages through traditional, online, and social media. He was Executive Vice President and Board Member at two major public relations agencies, Burson-Marsteller and Grey Advertising's GCI public relations division. There he managed offices and client programs in New York, Asia, and California. He is a graduate of Ohio State University (BA English) and for the last eight years he has taught marketing, public relations, and writing at UCLA Extension. Anita S. Katzenbach, Senior Consultant at Haig Barrett, Inc. offers extensive experience in strategic planning, organizational change, and global sustainability & innovation. Her background includes more than 15 years of international experience with a strong industry focus on automotive, energy, and clean tech. She has held consulting and project leadership positions in various for-profit and non-profit organizations, including Global Fortune 500 companies. She teaches classes in the Global Sustainability Certificate programs at UCLA Extension and is a sustainability business advisor for the Small Business Development Center at Santa Monica College. Anita serves on the Board of the Institute of Management Consultants (IMC USA), the German American Business Association (GABA SoCal), and is also Co-Chair of GABA’s Clean Tech / Sustainability Industry Group. She earned her Master’s Degree in Industrial & Organizational Psychology from the RWTH Aachen Technical University in Germany. . .
  • 23.
    Sustainovation Group Contact: Michael Boehm, Partner, Sustainovation Group Direct: (310) 618-4096 Email: michael.boehm@haigbarrett.com Bob Chew, Director, Sustainovation Group Direct: (310) 383-0528 Email: bob.chew@haigbarrett.com Anita S. Katzenbach, Senior Consultant, Sustainovation Group Direct: (310) 436-5944 Email: anita.katzenbach@haigbarrett.com Haig Barrett, Inc. General: (310) 556-9626 Website: www.haigbarrett.com & www.hbsustain.com Los Angeles Office: 1801 Century Park East, 24th Floor, Los Angeles, CA 90067 Los Angeles - New York - London