The document discusses the cultural journey of PAI, a company that underwent a transformation focused on building a strong organizational culture. It describes PAI's initial culture in 2008 as more of a "call center" focused only on business objectives. After experiencing the culture at Zappos, PAI became committed to building a culture-driven "tribe." The document outlines the phases of PAI's cultural development, from establishing initial values and education, to defining a long-term purpose and mission. It discusses lessons learned about the power of a strategic, "all in" commitment to culture. PAI's cultural focus has impacted employee satisfaction, customer satisfaction, financial success, and community impact. The document considers what's next in P

1. gotopai.com
Company Confidential, All Rights Reserved
PAI and IZ ON media
A Cultural Discussion
May 7, 2013

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Today’s Discussion
Organization Culture
Share Our …
• Cultural journey
• Experiences
• Lessons learned
Open Discussion
• NO BOUNDARIES

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What Does Culture Look Like To PAI?
1. An incredible “TRIBE”
• Passionate belief that together, “WE ARE GREAT”
2. An incredible “Environment”
• Freedom, values, trust, success, openness, respect & accountability
3. An incredible “Mission”
• Pushes the boundaries of “Human Potential”
• Pushes the boundaries of “Business Potential”
4. An incredible “Destination”
• What will it look like (3, 5, 10, 20 years)?

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PAI’s Cultural Journey – Initial Thoughts
1. It is a journey
• Path of necessity. Evolved, learned, and built along the way
2. Every company‟s journey is unique and different
3. At PAI, “We are ALL IN!”
4. Does company size matter?
• IZ ON media vs. PAI
• Key influencers are all big company derived

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PAI - 2008 (1 year Pre IZ ON media)
Externally:
o Great Service Provider with reputation for delivering value
Internally: Living in our Growth Box
o Limited Thought Leadership
o Increase in success only tanked QOL
o More of a “Call Center” everyday (policy driven)
o Real potential vs. value proposition (disconnect)
Very focused on the “WHAT?” – Laws of Business

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PAI At The Crossroads
1. Accept our reality?
2. Willingness to drive real change?
3. Reach for our true potential?
4. Put forth the investment, risk, and energy required
to get there?
Then it happened …

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Our Zappos Experience (2008)
1. „Jaw dropping‟ culture
2. Insane success
3. Inspirational leadership  As a Tribe
4. Incredible story
The Zappos Experience lit our fuse, and we have never
looked back.
PAI Tipping Point:
We Are All In On Culture or We Will Die Trying

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“If we build it, they will come” (Phase 1)
“Get Started” Cultural Challenge
• Build PAI Team
• Build a Cultural Based Environment
Management Team Effort
Immediate Actions
• Create Tribal Values
• Education
• Key Hire
• Great Game of Business
• Awareness
Results
• Fragile baseline was built
Shift to „What & How Focus‟

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“So, You’ve Got a Tribe…” (Phase 2/Year 2)
Cultural Challenge
• Defining 20 year purpose…bigger than ourselves
• Build a Cultural Based Environment
Management Team Effort
Immediate Actions
• Phase 1+
• Vision Definition
• Mission Definition
• Great Game of Business
• Change the World
• Education
Our Purpose - Development

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Let’s Take a Look at Our Progress
PAI 2013
Culture of Congress Video

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“It’s a Tribal World” (Phase 3/Year 3+)
Challenge
• Shifting cultural ownership to the Tribe
Management Team AND Tribal Effort
Immediate Actions
• Phase 1
• Phase 2
• Cultural Congress
• Strategic Planning
• Personal Leadership Plans (PLP’s)
Our Focus – What, How and Why

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PAI Cultural Toolset

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Top Lessons Learned
Power of Culture
• Brings the “How” and the “Why” to the “What” challenge, and laws of
business
Strategic Decision backed by “All In” commitment
Not for everybody…Open to change
Hard work, patience, and flywheel energy
Leadership vision is key to sustain effort
Culture attracts greatness
Culture + Business = High Performance Culture

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Impact to PAI
Mission Factors
• Employee satisfaction
• Customer satisfaction
• Financial success
• Community impact
“Growth Box” is much BIGGER
High innovation applies to everything (RDRB)
Brand/Value Proposition = Strategic Partner
Organization Value: x multiple
Fun Moneyball Fact:
• 10 prospective customer visits = 10 New Clients

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What’s Next... Phase 4?
Current cultural mile marker – 382/1000
A bigger WHY and Destination
• RDRB Growth as a Stage 4 Tribe
• Community impact (Kid Revolution™)
• Our community higher purpose may eclipse all (Stage 5)
Evolve business model template in new directions
A Greater “Why”

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PAI’s Tribal Performance
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Key
Vision Framework
PAI’s Culture Toolset
Planning Framework
Execution Framework
PAI Values
PAI Vision
PAI Mission
“PAI WAY”
PAI
Cultural Engine
• 2013 Cultural Objectives
• Cultural Congress
• Cultural Planning
Business Engine
• 2013 Strategic Objectives
• Strategic Planning
• Measurements
• Leadership / Perf. Mgt.
Customers PAI $’s CommunityStage 4
Tribe

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Questions and Answers