P&G Alumni Network - Americas Chapter Leadership Summit - 9-11-18 FINAL MASTER

Americas Chapter Leadership Summit
Sept. 11, 2018
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Welcome Alums
to the 1st Regional Summit!
21 Chapters
80% of North & Latin America Chapters
Procter & Gamble and P&G are trade names of The Procter & Gamble Company and are used pursuant to an agreement with
The Procter & Gamble Company. P&G Alumni Network is an independent organization apart from The Procter & Gamble Company. 1
Steve Cook - Atlanta Chapter President Emeritus, Atlanta Board, North America Ambassador
Helena Wong - Global Board, Co-head Membership & Engagement Committee
Betty Estrada - Global & Mexico Board, Co-head Membership & Engagement Committee, Latin America Ambassador
New exciting content has been added since the Sept. 4 version we sent you.
Please use this improved version for our Sept. 11 video conference.
Pages are numbered to help you be part of the conversation.
See you at 11:45a EDT Tuesday.

Develop an engaged Pan-Regional Network & productive relationships.
Build stronger, healthier North & Latin America Chapters: strong, re-energizing, new.
Share & scale best practices & Network’s collective intelligence to accelerate Chapter development.
Discuss new Chapter Growth Toolkit to improve & use it.
Share Global Board key initiatives designed to support Chapters.
Learn & prioritize other support Chapters want from Global.
How to activate the P&G Alumni Network Foundation at Chapter level.
How to harness EY Partnership at Chapter level.
Americas Chapter Leadership Summit Purpose
2

S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Ed Tazzia
Global Board Chairman
Welcome Video
3

4Ed Tazzia Global Board Chairman Welcome Video
https://vimeo.com/287112144

2018-19 Atlanta Chapter Board Welcomes You!
Larry
McHugh
Leslie
Myrie
Jared Simmons
Co-President
Joe
DeLapp,
Finance
Harris Fogel
Co-President
David
Grocer,
Programming
Ricardo
Shelley
Linda
Wunderlich
Darlene
Tobin,
President
Emeritus
Steve
Cook,
President
Emeritus 5

Summit Agenda Segment 1 - Video Conference with 21 Chapters*
Dial into EY video conf. @ 11:45a EDT sharp. Summit starts promptly @ 12:00p EDT.
Concludes @ 2:00p EDT.
1. Summit Purpose
2. Welcome - Ed Tazzia, Global Board Chairman
3. Agenda review
4. Chapter intros - All video & in room participants – :30 seconds/person
5. Review Global Board, Committees & Key Initiatives Highlights
6. Discuss ‘Chapter Growth Toolkit’, Global Assets. Chapter Q&A with feedback.
7. What do Chapters want from Global?
8. Established Chapters Review 1 Best Practice & Q&A - 2 min/Chapter
9. Discussion: How can we collaborate to scale our Network’s Intelligence?
10. Executive overview & video
*Will be taped
Min
3
3
3
15
10
30
15
25
15
5
6

Summit Agenda Segment 2 - In Atlanta with 7 Chapters*
2:30p - 5:00p EDT
*Will be taped
Min
15
25
30
30
20
20
10
1. China P&G Alumni Network Summit – What Can We Learn From A Best Practice Alumni Community
2. Continue discussion of Segment 1 agenda items where needed.
3. Exercise: What does a Strong Chapter Look Like?
4. Exercise: Scaling Network - Strong Chapters as Centers of Excellence for new/re-energizing Chapters
5. Activating the Locally
6. EY Partners meet Chapters. How to harness EY Partnership at Chapters?
7. Action Steps
7

Agenda #4
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Chapter Intros
:30 seconds each person: Name, Country, Role
(15 minutes)
8

Global
Global Board: Betty Estrada - Co-Chair & Mexico Board, Helena Wong
Administration: Niki Siropoulou & Yannis Giovanos video conf.
Foundation: Marianne Iyer. Hari Nari & Vince Spiziri video conf.
Who is at the Summit?
Latin America Region
Brazil: Valéria Gerolamo, Marina Mattos video conf.
Chile: María Camila Vargas video conf.
Colombia: Juan Pablo Dávila video conf.
Costa Rica: Jorge Hernández, Fernando Alvarado. Leda Garino &
Cynthia Cañas video conf.
Guatemala: Matilde Wheelock, Andy Asturias video conf.
Mexico City: Yamil Abraham, Patricia Spisto & Carmen González
video conf.
Peru: Susana Elespuru video conf.
Puerto Rico: Pepe Alonso
Chapter coming soon: Argentina, Venezuela
North America Region
Region Ambassador: Steven Cook - Atlanta Board
Atlanta: Harris Fogel, Larry McHugh
Baltimore: Cheryl Williams video conf.
Carolinas: Karen Anderson
Chicago: Yogesh Chavda & Ann Hoeger video conf.
New York City: Richard Cacciato & Ivy Cohen video conf.
North Texas/Dallas-Fort Worth: Gary Orosy video conf.
Phoenix/Scottsdale: Shantini Monthree. Karina Jones video conf.
Princeton: Debra Bass & Pankaj Chopra video conf.
So. Cal./LA: Valerie Sheppard & Madeleine Wiener video conf.
South Florida/Miami: Samantha Avivi & Ramon Palmero & Beatriz Castillo
video conf.
Toronto: Esther Benzie video conf.
Washington, D.C.: Jeff Adler & Svetlana Dimovski video conf.
Not present: Cincinnati, Boston, Bay Area/San Francisco
Potential Chapters: Anne Kelly Byerly - Santa Barbara, CA;
Frank J. Simone - The Villages, FL; Kelley Styring - Portland, OR

9

Let’s THANK our Global Partner!
10

Agenda #5
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Review Global Board,
Committees & Key Initiatives Highlights
10 minutes
11

Ed Tazzia
Chairman
Eric Vanderschueren
Treasurer
Betty Estrada
Vice Chairman
Raman Sehgal
Secretary
Jesper Wiegandt
Revenue
Paul Fox
Communications
Laura Tapia
Enrichment
Helena Wong
Membership
Global Board
Ingrid ZambranoFuad Abdullah
Ute Hagen
Women’s Forum
Deepak Gupta Ida Abdalkhani Felipe Florez-Arango York Huang
Niki Siropoulou
Executive Director
(not on Board)
12

Global Board
Membership and
Engagement
Regional
Ambassadors
Chapter
Leadership Teams
Project teams
Enrichment Communication
Digital Manager
Revenue
Finance and
Legal
Foundation
Foundation
Executive Director

Network
Executive Director
Voluntary
Paid part-time resource
Voluntary
13

Committee Key Leaders Global Initiative Est. Timing
Communication Paul Fox New Digital Platform
Database guidelines
Nov.’18
Enrichment Ida Webinars On going
Enrichment Laura /Mike Peer to Peer CMO Pilot
Fall’18
Enrichment Laura/Mike Entrepreneur Catapult 2019
Global
Conference
Felipe Global Conference (Madrid) Oct.’19
Membership &
Engagement
Betty/Helena Chapter Tool Kit, Rules,
Guidelines
July’18
Membership &
Engagement
Betty/Helena/Steve/
Jesper/Fuad
Regional Chapter Leadership
Summits (Americas/EMEA)
Sept -Oct’18
Revenue Jesper/Raman Global Sponsorships 2018-19
Global Board Committees & Key Initiatives
Refer to Appendix slide 68
14

Helena Wong, Co-Chair
Betty Estrada, Co-Chair, Latin America Region Ambassador & Mexico Board
Steven Cook, North America Region Ambassador & Atlanta Board
Jesper Wiegandt, Europe Region Ambassador & Geneva Chapter President
Ingrid Zambrano, Europe Region Ambassador
Fuad Abdullah, Africa & Middle East Region Ambassador
York Huang, China Chapter President
Deepak Gupta, India Chapter President
Luca la Mesa, Italy Chapter President
Paul Fox, Communications Committee
Niki Siropoulou, Executive Director
Global Membership & Engagement Committee
15

P&G
Alumni
Network
Global Board Membership
Committee
Regional
Ambassador
Local Chapter Leaders
Mission Networking Governance Chapter support Liaison Local networking and engagement
Membership Former P&G
employee
Election every 2 years Board member or
Chapter Rep
Membership
Committee
Nominated or elected
Overall Role Strategy, By-Laws, global
Oversight; Keep Trademark
agreement with P&G
Increase Chapters and
alumni membership
Support new
chapters; best
practices
Coordinate activities; local Oversight
Decision Rights Relationship with P&G HQ Chapter recognition Leadership renewal, annual plan
Responsibilities Not-for profit P&G trademark,
NDA data base,
Budget,
Major sponsors
Communication;
cash advance process
from new or restarting
Chapters
Directory of local
Chapters
Follow Guidelines and Requirements;
relationship with local P&G;
Resources Global Conference,
P&G contribution
Revenue initiatives
Local sponsors, Activity fees,
Membership fees, Local P&G support
outside US
Value Add Pgalums.com, data base,
speakers, enrichment,
global sponsors, Global
Conference
provide know-how;
Coordination of Global
Sponsorship with
Chapters and Revenue
Communication Local networking, enrichment,
philanthropy
Membership & Engagement Committee - Roles & Responsibilities
Detailed descriptions in https://docs.google.com/document/d/1HIh80dh9dIQFHH26uIoq6XxXOdyXPAEx5iNMYOWeNZc/edit
16

Agenda #6
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Review
Chapter Growth Toolkit & Global Assets.
Chapter Q&A with feedback.
30 minutes
17

What is a P&G Alumni Chapter?
•  a community of ex P&G Employees that develops and organizes professional and social events or activities to
connect, engage and enrich its members.
How to Set Up a New Chapter ?
a) Application to open or renew a Chapter
•  Need to fill out an a intention form. This helps coordinate across the network.
•  All current Chapters will be asked to update their Chapter “status” with the P&G Alumni Network (PAN) Board
and update Chapter Leadership information every two years.
•  Engagement with the PAN Board is necessary due to global agreements with sponsors and commitments with
P&G and requirements on the use of the logo, changes in communication content, updates to the technology
platform, and the other global assets that Chapters will use.
•  Transition of Chapter Leadership: Chapter approvals and recognition are non-transferable. If you want to
relinquish chapter leadership to another team, please notify the Global P&G Alumni Board.
•  Chapter renewal/relinquishment: If a chapter decides to dissolve or become dormant, we would ask you to
transfer ownership of your domain names and other social properties to the Global Board (or to a successor
designated by the Global Board).
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Membership Committee
P&G Alumni Network Chapter Growth Toolkit
How to Start, to Re-start or to Strengthen a Local Chapter

b) Chapter Name, logo and branding guidelines
•  The agreement between the PAN and the Procter & Gamble Company gives the PAN limited rights to use the
P&G name and logo. Any use of the name and logo must be approved by the PAN (through its authorized
officers). The use of the name and logo by the chapters has to remain under the control of the Global Board.
•  P&G Alumni Chapters are named after locations, such as your city or your country.
•  P&G Alumni Chapter logos and event names should adhere to logo style guidelines and can be created at a logo
generating site that will be created in the Fall’18.
•  P&G Alumni Chapter naming reference: Please refer to your event as P&G Alumni Country/City Name Chapter,
and not just P&G Alumni. Examples: P&G Alumni New York; P&G Alumni Italia.
c) Chapter Leadership Team or Chapter Board.
•  P&G Alumni leadership is a volunteer endeavor. It is best to have a Leadership Team or Chapter Board of at least
3 alumni to lead the chapter:
•  To better ensure the proper governance of the chapter.
•  To ensure Chapter sustainability with continuity and a succession plan if one of the members leaves the
Leadership Team.
•  To divide the work among several people, to plan, develop and execute activities.
19

d) P&G Alumni Chapter financials
•  The P&G Alumni Network and its Chapters are non-profit organizations for tax purposes. Each chapter should
comply with all local accounting and tax requirements for protecting this status.
•  Each chapter should be financially sound and independent. Its activities and events should be designed to
deliver break-even or a marginal profit.
•  Key revenue streams of a Chapter: membership fees, attendance fees for events, local sponsorships, and
donations from local P&G operation (outside the U.S.).
•  The Global Network is not financially liable for any Chapter expense.
•  The Network can offer a one-time cash advance for a Chapter to fund an initial activity. Cash advance to be
reimbursed within 6 months.
•  No Chapter can enter a contract on behalf of the Global Network.
e) Be aware of things P&G Alumni Chapters can NOT do:
•  Promote spiritual or religious beliefs, extremist views or any kind of political agenda.
•  Approach enterprises that go against our value system (e.g. guns/armament, pornography, gaming/gambling)
•  Affiliate the PAN or Chapter with other conferences, non-profits, NGOs, corporations or commercial endeavors
unless there is written authorization from P&G Global Network.
20

Chapter Set Up Suggestions:
a) Build membership awareness and recruitment
•  We will share best practices with Chapters, including how to create awareness and attract members in your
community through social media (Facebook, LinkedIn, etc.).
•  The Global Board gained P&G agreement for P&G to distribute a P&G Alumni awareness letter with the
P&G HR termination package in all regions. This letter appears online for individuals leaving the Company.
b) Use the global database and internet site
•  The Global Network will also guide you in the following areas:
•  Use the existing database.
•  Host your Chapter on our Global Network Site.
•  Manage membership and send e-mails to your community from the global database.
c) Communicate with your Chapter members
•  In addition to reaching members affiliated with your Chapter through the Global PG Alums website and
Constant Contact data base, you may consider creating your own Chapter profile/page/group in
•  LinkedIn
•  Facebook
•  WhatsApp, WeChat or other social media 21

d) Know your Alumni community interests
•  Consider doing a simple Survey Monkey research to find out who is your audience, their needs and
interests, types of activities, etc. Examples of survey can be provided at request.
e) Develop and nurture a relationship with local P&G
•  A productive relationship with your local P&G operation has many benefits for a chapter.
•  A few simple guidelines when interacting with P&G:
•  1) Contact with and requests to the P&G General Offices (GO) in Cincinnati are owned by Network
Chairman, Ed Tazzia. He is the single point of contact.
•  2) Chapters outside the USA are encouraged to form their own relationships with their local P&G
operations.
How to Do Events and Activities
•  Chapter events are organized by the Leadership Team or Chapter Board and chapter volunteers
•  Main goals are to spark conversation, keep abreast of trends, provide an opportunity for connection and
business networking and create a sense of community.
•  Events present opportunities for Big ideas, rich storytelling and a multidisciplinary program are just a few
qualities that make a great event.
•  Even can be hosted in sponsor offices, hotel, club, restaurant, co-working space, etc. and may be scheduled at
breakfast, luncheon or evening.
22

Types of events:
a) Social Event
•  Organize social events for alumni to re-connect or meet new alumni and network. You may consider to “curate”
the experience at a special venue with food/drinks. A unique location, theme, etc. help make the experience
memorable.
Note that depending on your local laws, you may need insurance if you are serving alcohol. US chapters are
covered in this regard to an umbrella policy already in place.
b) Speaker Event
•  Define a topic of interest to your audience and feature alumni and/or non-alumni speakers. To select great
speakers:
•  Start with successful and well-known alumni who can attract an audience
•  Contact local role models that impact their field.
•  Organize a panel, with a moderator, to discuss various viewpoints and experiences.
•  If you would like to invite a senior level executive from the Company, please contact Ed Tazzia, Board Chair for
his assistance.
c) Cultural Event
•  Hosting a guided visit with a cultural focus (e.g. private tour with a curator of a museum exhibit, local winery visit,
group attendance to a great art performance, etc.).
23

d) Entrepreneurship Event
•  A forum to attract and connect entrepreneurs and startup alumni community, investors and mentors to present
ideas and share startup experiences from your Chapter.
e) Summit (suggested for bigger and more mature chapters).
•  Run a half-day or one-day summit with live speakers and feature ideas, start -ups, art and culture. Engage and
enrich the community with meaningful content.
Event funding and sponsorships
•  Define what is a great experience you want to deliver and how it can attract attendance and sponsorship support.
Calculate attendance to define a fee to charge participants.
•  Enrich your events and activities with local sponsorships. Sponsors’ donations can be in money or in kind: venue,
food and drinks, Art Performance.
•  Approach your local P&G organization for product and other donations to give as gifts.
•  Inquire with PAN whether global sponsors are interested in creating impact at your location.
Celebrate and protect the P&G Alumni Values
•  By officially recognizing a P&G Alumni Chapter, we’re vesting in your Leadership Team or Chapter Board a little
piece of the P&G Alumni Global Network vision. It is your job to make sure the vision and mission of PAN is
protected and boldly celebrated. 24

25
Communications Committee - Data-base Access Guidelines
Executive Summary
1.  At no time may the database be used for communications to members that results in personal
business or personal gain.
2.  Access to the database:
a.  Level I (Chapters) Two representatives (Chair and Co-Chair) of a chapter will be given access to alumni
members registered with their chapter, alumni who expressed an interest in receiving information from that
chapter or reside in the city where the chapter is located. They can use this section of the database to directly
communicate with their members for events and other activities relevant to their chapter operation.
b.  Level II (Regional) Regional Ambassadors (North America, Latin America, Europe, Middle East & Africa,
and Asia Pacific) will have access to members registered in their region.
c.  Level III – (Global) Four members of the P&G Alumni Network Board will have access to the entire
database
3.  Misuse of Membership Data Base Infringement is defined as any violation of the privacy guidelines
and database usage guidelines (please see appendix for detailed list)
If any individual is judged to have infringed these guidelines, that person will be:
a.  Advised on the nature of the infringement
b.  Their access to the database will be suspended for six months
If an individual commits a second infringement:
i.  The individual will have his or her access to the database permanently removed.
ii.  The respective Board will be advised of the infringement.

26
Guidelines and Requirements Executive Summary
Created by The P&G Alumni Network, Inc., an Ohio non-profit corporation.
1.  Officers and leaders of the Chapters agree to follow these Guidelines
2.  Only Authorized Officers of Global Network Have Authority to Act on Behalf of the Global Network
3.  Eligibility of P&G Alumni Network (PGAN) Members
4.  No Agency Relationship
5.  No Rights to Use the Name, Logo or Trademarks of the Procter & Gamble Company
6.  Recognition as an Official Local Chapter
7.  Use of Marketing Resources
8.  Local Chapters are subject to Global Network’s Governing Documents, Policies & Procedures
9.  Privacy & Security
10. Confidential Information
11. General & Miscellaneous

Agenda #7
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Group Discussion:
What do Chapters want from Global?
15 minutes
27

CHAPTER / TYPE What help would you like from the Global P&G Alumni Network?
Atlanta / strong & stable Take advantage of scale.
Baltimore / new, being established We’ve been primarily social to date and are interested in options for
moving beyond.
Princeton / new, being established Provide a framework to drive engagement, content, speakers.
Toronto / being re-energized Tips on how to start a successful chapter and any supporting tools
(contact lists etc).
Costa Rica / new, being established Advise on how to set up the chapter. Some funding for the start up.
Mexico City / strong & stable Better IT Platform. Networking ideas, ways to safely share contact info
among members.
Puerto Rico / strong & stable Help to publish events.
What You’ve Asked Global For
28

Agenda #8
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Established Chapters Review Best Practice
25 minutes
2 minutes each Chapter
29

Program
overview
Annual event with a networking focus as participants have clearly expressed the desire to
meet each other and share their status.
Executional
details
The annual event is planned ahead ( typically it happens on October to be far away from
Christmas celebration and summer vacations in Brazil), requires close follow up from the
organizers with weekly calls 2 weeks before to daily calls on the last 2 weeks prior to the
event. Typically, participation is of 100 members
Results &
Key Learning
Annual event requires close follow up and has proven to work if it is done only once a year as
the busy business life of the participants coupled with the networking objective suits an annual
event
Chapter Best Practice - Brazil
30

Program
overview
Development of a Facebook community for EX-P&GERS BRAZIL which is the major
communication tool for the group to share ideas, news and invite to events. Currently the
community has 588 active members
Executional
details
The Facebook page is very easy to configurate and allows fast communication with the group.
Everybody is connected and it is easier to share news, business opportunities and events’
dates
Results &
Key Learning
Facebook is very effective in uniting the group and allows fast communication as everybody
checks it on a daily basis
Chapter Best Practice - Brazil
31

Program
overview
To achieve our Mexico Chapter objective of providing P&G Alumni with practical / current learning, we decided to partner
with Leo Burnett to conduct an event around the 2018 Cannes Lions International Festival of Creativity.
The event consisted of two parts:
1) A conference on advertising and digital trends, and
2) Watching the Leo Burnett’s short list of potential contenders to the Cannes Lions Grand Prix, and conducting a contest
among the attendees by predicting the Grand Prix and Gold, Silver and Bronze awards.
Executional
details
• Leo Burnett creatives make a short list of 20 pieces of communication to compete at the Cannes Lions to share
internally. Their historical prediction rate is +90% accurate.
• Our P&G Alumni Events team convinced Leo Burnett to conduct a conference and share their Cannes Lions list.
• The event took place at one of the trendiest cinema theatres in Mexico City, Cine Tonalá.
• +70 P&G Alumni and friends showed up at the event and predicted the winning pieces of communication, which were
shown at a huge cinema screen.
• After the event, we shared food and beverages to promote networking amongst the attendees.
Results &
Key Learning
• A survey was conducted to evaluate the event. On a 1 to 5 scale: • Value for money 4.8, Networking 4.8, Cannes
predictions dynamic 4.7, Place 4.6, Food 4.5, Conference 3.8. • Overall 4.6.
• Great event for alumni interested in marketing / advertising; worth repeating next year.
• Watching ads in a big cinema screen was an impacting experience, according to informal comments.
• The venue added glamour to the experience.
• Need to ensure content of conference and quality of speakers is up to P&G standards.
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Chapter Best Practice - México
‘Become a Marketing Lion’
Leo Burnett Cannes Predictions 2018

33
‘Become a Marketing Lion’
Leo Burnett Cannes Predictions 2018

Program
overview
As part of the Philanthropy team action plan, during 8 months we supported the Ashoka Fellow social entrepreneurship TENOLI. TENOLI is a
social project, with the vision of strengthening the small stores ¨tiendas de barrio¨. In México, 850,000 store owners and their families live in
poverty, with no access to basic services and facing a strong competition by convenience stores and big retailers (Oxxo, 7eleven, Walmart),
among others. TENOLI business objective is to develop a profitable distribution model in the traditional sales channel (mom & pop stores)
while building micro-enterprises capabilities, through: a) business training (administration, accounting, operations), b) technology tools, and c)
expanding their product portfolio and sales. Major business challenges and objectives for TENOLI were: double-digit sales growth, duplicating
the number of tickets per month, increase average ticket amount in 7% and reaching a 20% net margin target. The role of P&G Alumni was
to provide business counseling and coaching to TENOLI´s founders and their operational team, in order to help them achieve their growth
objectives, thus enabling to maximize their social impact.
Executional
details
Scope of the consultancy delivered by the multidisciplinary P&G Alumni team (expertise in General Management, Sales DTT channel/
Distributors and Marketing), comprised the following:
- Business immersion and field visit with TENOLI, in order to learn about the channel, operation and store owners’ perspective.
- Design thinking session to identify opportunities and co-create strategies and plans. 20+ ideas were generated which converged into 3 key
priorities: a) higher margin product mix, b) financial model based on: sales effectiveness, margin and average ticket, and c) sales organization
skills improvement, respectively.
- Monthly face-to-face meetings and conference calls. Close and continuous interaction with founders and team.
- Support in the development of specific initiatives in the sales operations and organizational areas: new/more complete sales protocol, sales
force recommended profile, selection criteria and recruiting process, incentive payment model.
Results &
Key Learning
Major Results: During the support period the following business results were reported by TENOLI: customer call-center implemented, sales
force profile improved, direct negotiations with 3 suppliers with higher margins, +28% sales increase, +56% transactions increase, flat gross
margins (impact of specific interventions can not be isolated). Key opportunity ahead for TENOLI is to further improve their portfolio mix in
order to increase margins, attract new investors and expand their scope and social impact (training/technology support to store owners). Key
learnings: Social projects must be scalable and sustainable in order to succeed and maximize their social impact. P&G Alumni´s expertise
and coaching is proven to help social entrepreneurs by guiding them in performing robust business analysis, learn to be choiceful and
focused, and implement systematic approaches and KPI’s to measure, test new ideas and improve results. It is key to support Ashoka fellows
with the highest social impact potential.
34
Philanthropy

35
Philanthropy

Program
overview
We have about 300 members, 1/3 in Puerto Rico, balance in U.S. We do have 3-4 events per/year.
Generally, a Christmas cocktail that would have up to 55+ participants. During the year we have 1-2 events
related to technology/innovation/business and 1-2 events for help to community. Participation to non-
December events is an average of 25-30 people. We generally collect a contribution of $10-to $35, it
depends if we have to pay rent for venue and if no special donor.
We are currently collaborating with the non-profit Echar Palante Puerto Rico( moving Puerto Rico forward)
on training for entrepreneurship. We have about 15 participants. Plan is to get trained as mentor/coach
and then lead training to about 1,000 high school and college teachers/professors.
Sept 2, we are sponsoring a lunch for homeless in a public plaza. We generally get about 100-150 people
attendance with help of 10-15 PG Alumni plus relatives. We pay for the food, bring clothing to donate and
prepare small bag of different canned foods. (We are sponsoring 2-3 times a year).
Executional
details
Generally finding a place for events is challenging, some places we get for free but then have to pay for
electricity, cleaning. Attendance is predictable at 25 people per event.
Results &
Key Learning
Lots of engagement depending the event. When having events with Venture capital/accelerators, we invite
also young relatives of PG Alumni and it works very well, we get 5-10 college students. For the charity
events we get excellent participation by entire families. The program does not have surplus funding so
most generally have to collect for attendance and/or key organozers fund personally. Program was very
active during hurracain Maria aftermath. Helped relatives of PG Alumni were very thankful.
Chapter Best Practice - Puerto Rico
Networking and Philanthropy
36

37
Chapter Best Practice - Puerto Rico
Networking and Philanthropy

Chapter Best Practice - Southern California/LA
Program overview Trying to figure out how to best operate as a single chapter in a region that covers three very large
and distinct markets – San Diego (SD), Orange County (OC) & Los Angeles (LA).
Executional
details
Conducted an online survey to better understand by market:
- the profile of our alumni
- their interests
- type of events they are interested in
- day of week and time they would prefer for an event
- and last but not least, how far they would be willing to travel for events
Results &
Key Learning
•  Chapter skews older: half of respondents are 51-65; one third are 36-50
•  Top activities of interest (+70% of responses) are: social events & informal networking
•  SD alumni willing to travel as far as OC; prefer weekdays for local SD events.
•  OC open to travel to LA & SD; like weekday evening and weekend for events
•  LA not interested in traveling – want primarily local LA events, might do OC ; like weekend &
weekday evening
Conclusion: Do four quarterly events: 1 in SD on weekday, 1 in LA on weekday evening, 2 in OC
– one on weekday evening/one on weekend. Focus on socializing & informal networking.
Update: Have done four events based on learnings; participation is building as we go. Still learning
…still lots to learn!
38

Chapter Best Practice - Washington D.C.
Program
overview
International Business Development: Lessons & Learning’s from the “Front Lines”
The presentation focused on key lessons learned, real life experiences, successes, and
“learning moments” in managing and developing businesses in international markets. The
presentation covered broad topics of total business development in new markets as well as
transforming market strategies to meet the ever changing demands of the business
environment in dynamic economies. The presenter, Zbigniew “Zbish” Pietrzak, graduated from
Duke University and embarked on a successful 22 year career with Procter & Gamble. During
his career he spent over 16 years “on the ground” in the developing markets of Central &
Eastern Europe during the formative business years of 1991 – 2007.
Executional
details
The event was held in the Executive Conference Room (ECR) in the InterCultural Center at
Georgetown University. A member of the chapter was able to arrange a partnership with
Georgetown by making the event accessible to their students. The event was publicized via
LinkedIn. We created an event page on LinkedIn, and sent a P&G style memo to steering
committee members with instructions on how to generate publicity. The memo included
screen shots, and was circulated with a lot of lead time.
Results &
Key Learning
The event was one of the best attended DC Chapter events. We learned that several factors
contributed to boosting attendance: 1) Publicizing the event far in advance, 2) Involving
steering committee members in the publicity process, 3) Effectively using LinkedIn, 4) Making
the process of publicizing via LinkedIn easy for everyone.
39

Program
overview
Inaugural Relaunch Gathering – a social/networking gathering on a weekday evening.
Executional
details
Was held Monday, July 31, 2017 from 5:30 PM to 7:30 PM EDT at Cure Bar & Bistro (in the
Grand Hyatt Washington). The venue is steps from Metro Center, a central hub station in DC’s
subway system. Several committee calls were held in advance of the event, which helped
garner resources for word of mouth publicity. Both food and drink were “cash bar,” so we did
not have to address our lack of any budget funds. The event was also publicized via email by
the P&G Alumni Network.
Two pictures attached.
Results &
Key Learning
About 15 alumni attended – beginning the relaunch of our chapter, which had been effectively
dormant for several years. We handed out a survey at the event, which most people
completed. Findings included: 1) Most of those surveyed have not previously belonged to any
P&G Alumni chapters, 2) The group is currently most interested in “general networking/
socializing,” with “learning” and “mentoring” also high on the list of mentions, 3) In terms of
interest in attending future events, “networking/social events” were most frequently mentioned
but there was also a marked interest in “learning/speaking events”, 4) A few people were
willing to commit to helping with the organization of future events, and interest in on-going
volunteer opportunities is high, 5) Everyone was willing to share their email address.
Chapter Best Practice - Washington D.C.
40

Agenda #9
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Group Discussion:
How can we collaborate
to scale our Network’s Intelligence?
15 minutes
41

Agenda #10
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Executive overview & video
5 minutes
42

pgalumnifoundation.org

Hari Nair
Chair
harianair@gmail.com
Vince Spiziri
Board Member & Co-Chair,
Fundraising
vjsmail@mac.com
Marianne Iyer
Executive Director
marianne.iyer@pgalums.com
43

Sharing Values: Network’s Charitable Giving Arm
Mission: Economic Empowerment
•  Strategic grant-making creating real employment
•  P&G Alumni involvement
•  $1 million+ granted to 50+ organizations spanning 25+ countries
Philanthropic Movement
•  Growing, underfunded global need
•  $1.2 million in gifts & multi-year commitments
•  100% participation of Network & Foundation Boards
44

45
https://www.youtube.com/watch?v=EqnOVOTea5I&feature=youtu.be

46
Thank you everyone for contributing
to Summit Segment 1.
Curated videos & an executive summary
of Segments 1 & 2 will be completed
within 1 month & will be uploaded
to the P&G Alumni Network site.

Summit Agenda Segment 2 - In Atlanta with 7 Chapters*
2:30p - 5:00p EDT
*Will be taped
Min
15
25
30
30
20
20
10
1. China P&G Alumni Network Summit – What Can We Learn From A Best Practice Alumni Community
2. Continue discussion of Segment 1 agenda items where needed.
3. Exercise: What does a Strong Chapter Look Like?
4. Exercise: Scaling Network - Strong Chapters as Centers of Excellence for new/re-energizing Chapters
5. Activating the Locally
6. EY Partners meet Chapters. How to harness EY Partnership at Chapters?
7. Action Steps
47

Agenda #1
China P&G Alumni Network
August 2018 Summit
What can we learn from
a best practice Alumni community?
Starting 2:30p EDT - 15 minutes
48

57
Overview video 2:19 minutes: https://vimeo.com/288457998

Agenda #2
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
7 Chapters
Continue Group Discussion of Segment 1*
Starting 2:30p EDT - 25 minutes
*Will be taped & uploaded on P&G Alumni Network site within 1 month. 58

Agenda #3
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
7 Chapters Group Exercise:
What does a Strong Chapter Look Like?*
30 minutes

What does a Strong Chapter Look Like?
Atlanta Chapter
- Board: Recruit 2-5 committed, energized Board members. Use distributed leadership.
- Customer-centric: Don’t assume you know your customer. Survey your prospective members. Build product they want.
- Funding: Utilize the Global repayable loan program. Get a sponsor to subsidize expenses.
- Programming: content is king. Recruit compelling thought leaders.
- Communication: Program announcements via Constant Contact – work with Global/Niki. Send ‘save the date & register’
email 6 weeks prior to event. Send weekly invites to non-responders. Send multiple reminders 1 week before.
- Scaling: Encourage P&G Alums to invite work peers & family as guests
- Engagement: For new & re-energizing Chapters, have several ‘No Cost’ events – build Chapter awareness, trial & adoption
- Pricing: $20 in advance & $30 at door price points have worked in Atlanta market
- Culture: Build philanthropy into your Chapter DNA
60

- Consistent Strong Leadership: Leader has built and led chapter for 18 years.
- Board: energized 15 Board members (including 7 sub-chapter leaders). On-going organizing committee for the events.
- Customer-centric: Don’t assume you know your customer. Survey your prospective members. Build product they want.
- Funding: Get Sponsors to pay for some of the expenses – leverage the benefits of the P&G Alumni Network
- Programming: Provide events that have interesting and relevant topics for your community.
Examples of the 6 forums of China:
a) Cross-border E-commerce
b) The “She/Women” economy
c) “Zero to One” – about succeeding as an entrepreneur
d) Education
e) A.I. technology
f) IP – how to leverage traditional Chinese culture
- Communication: On going communication via WeChat social platform. Every 2 weeks send out an interview of an Alum.
China Chapter
61

- Scaling: 3,000 alums (65% millennials) and growing
- Engagement: 50% of active members. For new & re-energizing Chapters, have several ‘No Cost’ events – build Chapter
awareness, trial & adoption
- Value creation initiatives => PGA Fund ( 2 funds) – major source of networking for a core group
- Funding and Sponsorship - Several major sponsors who wants to reach out to a large, prestige network
- Pricing: Equivalent to $20-30 per forum, and $ 80 for annual Conference (incl. dinner)
- Culture: “Never stop growing”
- Why Alums want to join - They are proud of being a member. Sense of belonging and being part of a successful
professional networking made of many successful people.
China Chapter continued
62

- Board: 17 Board members: Director, Secretary/Legal, Admin and 14 others participating in 3 Committees (Events,
Philanthropy, Membership)
- Well established: With 12+ years is the oldest in Latin America. Around 1,400 enrolled, 500 active members.
Established as a non-profit organization with tax and accounting obligations. Bank checking account enables collections
and payments. We issue tax-deductible invoices. Use Paypal and checking deposits for event fees.
- Close relationship with P&G Mexico: Board Director owns relationship with P&G VP, Events Committee meets with
HR and PR twice a year. Membership Committee is initiating a Project with HR and Purchases to define how to
communicate and give priority for alumni entrepreneurs to become P&G suppliers.
- Funding: P&G Mexico donation covers part-time Admin salary, external accountant fees and notary public fees. Event
attendance fees are calculated to be cost-neutral. Seek sponsors for annual Re-Connect raffle (in kind). Use P&G
Mexico facilities occasionally.
- Programming: 4-5 events per year: enrichment/trends, museum exhibit private cultural visits, annual Re-Connect
networking event, bi-annual Gala Dinner for Director-and-above networking.
- Scaling: Allow P&G Alums to invite work peers & family as guests for enrichment/trends and cultural visits.
- Pricing: US$30 average event cost, except for Gala Dinner which is US$125. No payments received at event.
México Chapter
63

- Communication: Program announcements via Constant Contact, PGAlums Mexico Facebook page invitations and
LinkedIn profile. Send ‘save the date & register’ email 4-6 weeks prior to event. Board members send invitations via
personal WhatsApp groups and personal e-mails. First country to implement automatic printing of “Alumni invitation
letter” in exit process package for terminating employees (best practice reapplied in Latin America in 2017, globally in
2018)
- Unique Philanthropy approach:
•  Use alum volunteers to create task forces
o  have a list of 100 volunteers
o  Task forces include 2-3 Board members and 3-4 alumni
o  Team formation depends on Project
•  Partner with Ashoka, a global organization www.ashoka.org, to identify for-profit social entrepreneurs with
specific problems that can be solved via a 6-8 month intervention
•  Alumni task force and for-profit social entrepreneurs clarify and agree on scope of Project, success criteria,
milestones. Meet at least once a month.
•  In addition to working to meet success criteria, Alumni task force builds capability so social entrepreneurs can be
sustainable
•  Board has documented the intervention model
•  2 projects at a time
México Chapter continued
64

Agenda #4
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
How to Scale Network –
Strong Chapters as Centers of Excellence
for new & re-energizing Chapters?*
30 minutes

Agenda #5
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
*Will be taped & uploaded on P&G Alumni Network site within 1 month.
Activating at Chapter Level*
Marianne, Executive Director
20 minutes
66

P&G Alumni Foundation
67
Philanthropy
•  Alumni are encouraged to engage in philanthropy. Charitable endeavors afford our Alums to “give back”
and is encouraged at the global level, the chapter level and individually.
Global Level
•  The P&G Alumni Foundation is the Network’s charitable arm with a mission of economic empowerment.
The Foundation’s mission is to improve quality of life by economically empowering individuals in need to
achieve greater financial independence and economic well-being for themselves, their families and their
communities around the world.
•  The P&G Alumni Foundation has its own Board of Directors and various working committees. There are
several ways Chapter members can get involved to create even more opportunities.
•  LEARN MORE about the P&G Alumni Foundation and how you can GET INVOLVED.
•  SUBMIT A GRANT PROPOSAL: Involved with a charity supporting economic empowerment? Present
your project during our next grant cycle. Click here for an overview of the Grant Process.
•  DONATE to impact more lives and help create even more opportunities.

68
P&G Alumni Foundation: Chapter Engagement
To raise awareness of its mission while collaborating with the Chapters, the P&G Alumni Foundation
has developed a Chapter Engagement strategy. The Foundation will coordinate with the
Membership Chairs and the Chapter leads to ensure efforts are collaborative, effective and efficient.
•  Tier 1: Foundation plans, hosts and is primarily responsible for a cultivation event inviting
geographically located & VIP Alums and local Chapter representatives.
•  Tier 2: Foundation is part of the Chapter pre-set agenda / activity (Atlanta 2018, India 2017).
•  Tier 3: Foundation Board and committee members attend local chapter events as Alums, Chapter
member.
•  Chapters interested in including the Foundation as part of its agenda or co-hosting an event, should
reach out to Marianne Iyer, Foundation Executive Director (marianne.iyer@pgalums.com or
+1-443-540-7639).
Local Chapter Level: Some chapters organize their philanthropy locally without any collaboration /
input by the P&G Alumni Foundation.
Individually: Chapters encourage individuals to support their own philanthropy and charitable efforts.

ALUMNI
LEADERSHIP
ALUMNI GRANT
CHAMPIONS
SUSTAINABLE
INFRASTRUCTURE
MULTIPLIER EFFECT
•  Cultural Alignment
and Core Values
•  Philanthropic Expertise
•  P&G Legacy of Training,
Discipline & Competencies
•  P&G Approach to
Research, Metrics &
Accountability
•  Each Project Supported
and Endorsed by Alumni
•  Personal Support,
Participation, Sponsorship
•  Scalable
•  P&G Alumni Foundation
Fund at GCF
•  World Class Governance
and Infrastructure
•  Stewardship
and Consultation
•  Increased Awareness
and Enhanced Marketing
•  Secure Additional
Funding
•  Collaboration
(to be developed)
69
P&G Alumni Foundation Best Practice Difference

Tier 1: San Francisco Chapter (April 2016)
Tier 2: Atlanta Chapter (March 2018)
Key Learnings & Opportunities
•  “Teaming Up” contributes toward membership engagement.
•  Aligns with Network’s higher order mission of “giving back”.
•  Foundation can help provide additional marketing & personal outreach to attract an engaged audience.
•  Foundation may be able to help Chapter – where appropriate & where makes sense - secure venue & speaker(s).
•  Provides additional opportunities for local members to “get involved” (e.g., join a committee, champion a grant, etc.).
P&G Alumni Foundation Best Practice Example
70

Program
overview
Collaborating with the San Francisco Chapter, the P&G Alumni Foundation raised awareness of its mission & impact while cultivating
relationships to get Alums involved (e.g., donor, volunteer, both, etc.). Foundation hosted a “VIP Reception” prior to a scheduled San
Francisco Chapter event at the same venue & encouraged our attendees to attend the Chapter event. Referencing the Philanthropy Section
in the Tool Kit, this is an example of a Tier 1 Chapter Engagement strategy.
Executional
details
VIP Reception (5:00-6:30 p.m.)
•  Hosted By: Bracken Darrell, CEO - Logitech, and Chip Bergh, CEO - Levi Strauss
(Foundation Board members Chris Hessler and Hari Nair personally know Bracken and Chip)
•  Invitations: sent to 40-50 C-Suite Alums in SF; by invitation only w/ personal outreach
•  Who Attended: Bracken, Chip, Chris (in SF on business) + ~15 Alums (working in SF)
•  When / Where: Tuesday, 10/4/16 from 5-6:30 p.m. at Bare Bottle Brewery
•  Event Flow: mingling + opening remarks / showed “Opportunity” video + brewery tour
by Bare Bottle owner / founder (also a P&G Alum) + reminder to attend / stop by the Chapter event
•  Logistics: Foundation owned the VIP Reception; Chapter owned their event; we coordinated on logistics and made sure the “right and
left hands knew what the other was doing”; held VIP Reception in a private section of the Brewery; offered appetizers from food trucks
and beer from Bare Bottle
•  Chapter Event (6:30-8:30 p.m.): social in nature
Results &
Key Learning
Results: For the Foundation, several new relationships were formed; several donor prospects were identified; more than $50,000 was raised
following this cultivation event. Several of those attending stopped by or attended the Chapter event and became familiar with its activities.
Key Learnings include:
•  Personal invitations, outreach & follow-up are critical to driving attendance. “Lean in” to invitation list (e.g., invite more to get a
reasonable “show up” rate).
•  Future opportunity to help Chapters secure venue and speaker(s) given relationships with Foundation Board members (e.g., could we
have asked Bracken or Chip to speak at the Chapter event and held the VIP Reception for 1 hour before?).
•  Foundation can provide additional marketing efforts to attract an engaged audience, leveraging our own personal contacts. 71
Tier 2: San Francisco Chapter - April 2016

Program
overview
Collaborating with the Atlanta Chapter, the P&G Alumni Foundation raised awareness of its mission & impact while cultivating
relationships to get Alums involved (e.g., donor, volunteer, both, etc.). Foundation was allocated 15 minutes as part of the
Chapter’s agenda. Referencing the Philanthropy Section in the Tool Kit, this is an example of a Tier 2 Chapter Engagement
strategy.
Executional
details
•  Who Attended from Foundation: Vince Spiziri, Foundation Board Member (in ATL on business)
•  Chapter’s Main Contact: Steve Cook, former Chapter President
•  Audience: Atlanta Chapter members
•  When: March 21, 2018 from 6-8 p.m.
•  Event Flow: Foundation was part of the agenda established by the Atlanta Chapter (featured Jim Stengel). Shared our
“Opportunity” video and addressed audience of Chapter members.
•  Invitations & Logistics: Atlanta Chapter owned all aspects & coordinated with the Foundation who developed slides and
provided video (mp4 version).
Results & Key
Learning
Results: For the Foundation, again several new relationships were formed and donor prospects identified. For the Chapters,
research supports that organizations (Network, Chapters) offering corporate citizenship programs benefit from more engaged
employees (Chapter members). The more committed the organization is to the breadth and depth of this program, the higher
their engagement scores. (Source: Northwest School of Education & Social Policy).
Key Learnings:
•  “Teaming up” with an active Chapter by leveraging their event schedule underscores this collaborative relationship. It also
provides a “higher purpose” component to the Chapter’s agenda and enables alignment with larger Network mission of
giving back. This model works more effectively for those geographies where we have Foundation representatives (e.g., Board members,
knowledgeable volunteers, etc.) who can attend the events. We could “zoom in” but the in-person, relationship building is more powerful. That
said, Chapter representatives could play that “philanthropic / Foundation role” (in the absence of or in addition to the Foundation representative).
•  Encourages local members to “Get Involved” in our mission: learn more, champion a grant, join a committee (more than
donating) 72
Tier 2: Atlanta Chapter - March 2018

•  Learn More
•  Get Involved
•  Incorporate Foundation / Philanthropy
into Chapter Plans

Hari Nair
Chair
harianair@gmail.com
Vince Spiziri
Board Member & Co-Chair,
Fundraising
vjsmail@mac.com
Marianne Iyer
Executive Director
marianne.iyer@pgalums.com
•  Champion a Grant
•  Invest with Us: Donate
Thank You for Your Consideration & Support!
73
Help Create More P&G Alumni Foundation Opportunities

Agenda #6
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Harnessing
Partnership with Chapters*
20 minutes
Kristina Rogers, Global Consumer Industries Leader
Rich Mitchell, Business Development

Let’s THANK our Global Partner!
75

Agenda #7
S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Action Steps*
10 minutes

S. Florida
Puerto Rico
Atlanta
Carolinas
Washington D.C.
Baltimore
NYC
Boston
Toronto
Princeton
Chicago
Cincinnati
Phoenix/
Scottsdale
N. Texas
Bay Area/
Silicon Valley
S. Cal/LA
Mexico
City
Costa Rica
Panama
Peru
Chile Argentina
Brazil
Colombia
Venezuela
Guatemala
Appendix
77

Chairs: Paul Fox (US) & Gustavo González García (Panama City)
Members: Niki Siropoulou (Greece)
Maryanne Iyer (US)
Yannis Giovanos (Greece)
Sam Edalli (US)
The Communications Committee is tasked with developing & executing the Network’s strategic
communications plan, coordinating communications globally and providing support, counsel &
guidance on communications topics for chapters, regional ambassadors & the Alumni Board.
Communications Committee
78

Build Partner: Enterprise Alumni
Launch Date: November 1, 2018
The current Network communications platforms – website,
member databases, social sites – are out of date and lack
coordination and integration. The communications committee
was tasked with reinventing how we use these platforms.
This will be a state of the art digital platform with extensive
functionality, database management, mobile enabled & fully
integrated with network properties.
It will be a game changing initiative for the Network & Chapters.
Communications Committee - Key Initiatives
79

Features:
•  Fully searchable
•  Calendar & Events
•  Services
•  Chapter pages
•  News and Features
•  Analytics
•  And more
New Digital Platform
80

1. At no time may the database be used for communications to members that results in personal
business or personal gain.
2. 3 levels of access to the database:
a.  Level I (Chapters) Two representatives (Chair and Co-Chair) of a chapter would be given access
to alumni members who have either registered with their chapter, expressed an interest in
receiving information from that chapter or reside in the city where the chapter is located. They
can use this section of the database to directly communicate with their members for events and
other activities relevant to their chapter operation.
b.  Level II (Regional) Individuals appointed by the P&G Alumni Network Board or the Network’s
Membership & Engagement Committee as Regional Ambassadors (North America, Latin America,
Europe, Middle East & Africa, and Asia Pacific) will have access to members registered in their
region. This will enable regional ambassadors to update and more effectively engage and help the
chapters within their region.
c.  Level III – (Global) The P&G Alumni Network Board will grant access to the entire database to
individuals performing the following executive roles:
Chairman and President of P&G Alumni Network
Executive Director of P&G Alumni Network
Digital Manager of the P&G Alumni Network
Communications Committee Chair
81

Misuse of Membership Database
Infringement is defined as any violation of the privacy guidelines and database usage guidelines including:
a.  Use of database for personal business or gains
b.  Use of database to issue communications that are unlawful, defamatory, sexually explicit. obscene,
abusive or that violates others privacy rights
c.  Use of the database to issue communications that degrade others on the basis of gender, race, class,
ethnicity, national origin, religion, sexual preference, disability or political beliefs
d.  Use of the database to issue communications that involve a personal attack or designed to incite
others to violate laws
e.  Use of the database to issue communications for any commercial purpose of solicitation of donations
not already approved by the P&G Alumni Network Board.
f.  Use of the database for communications that breaches copyright or intellectual property laws
g.  Use of the database to disrupt the operations of the P&G Alumni Network
h.  Attempts to access sections of the database to which permissions have not been granted
i.  (e.g. having access of database beyond your area of influence; misusage of database mailing for
personal business or gains)
82

Misuse of Membership Database
If any individual is judged to have infringed these guidelines, that person will be:
a.  Advised on the nature of the infringement
b.  Their access to the database will be suspended for six months
c.  In the case of an infringement by a chapter representative, the Board of the Chapter will be advised of
the infringement and subsequent penalty
d.  In the case of an infringement by a Regional Ambassador, the P&G Alumni Network Board will be
advised of the infringement.
If an individual commits a second infringement:
i.  The individual will have his or her access to the database permanently removed.
ii.  The respective Board will be advised of the infringement.
83

Objectives: To create content and programming that enrich the experience of network members
in a way that creates engagement on their part and invites them to get their other alumni peers
into the network. Enrichment is defined as education, mentoring and experience sharing.
Enrichment Committee
84

1) Webinars -The Webinar program is a strong tool to reach the network, globally, in a consistent and
frequent manner. They also present an opportunity for revenue via sponsorship agreements. Running
since 2017, mostly at a monthly pace. Audience varies between 100 and 250 viewers.
2) Peer-to-Peer Establish and run peer-to-peer networks of C-Level executives, starting with CMOs, to:
•  Keep discussion groups consistent, appropriate for the topic being discussed.
•  Leverage Diversity.
•  Create a safe haven where members feel secure in exchanging issues and frustrations.
3) New Business Catapult - Develop a platform that allows the Alumni to connect and work together on
new business opportunities. Also, to engage different generations and enable the interaction and exchange
of advice, partnerships and funding support.

Enrichment Committee - Key Initiatives
85

Key Objectives are to:
1)  Secure annual revenue streams to the global alumni network to about $ 500K/year.
2)  Create a model for sponsorship, asset activation and membership activation for financial purposes.
3)  Create (and pilot) a working model for exchange on revenue topics between global and local/regional chapters
Committee Members:
Chair: Jesper Wiegandt (Geneva. Switzerland)
Members: Fuad Abdullah ( Cincinnati and Sierra Leone, Africa)
Ramal Sehgal (New York, USA)
Eric Vanderscheuren (Cincinnati,USA)
Revenue Committee
86

1)  Activate sponsorship model for Madrid conference including reactivating Cincinnati sponsors
2)  Create global network asset inventory (pending new on-line platform and membership contact model)
and value assets
3) Pilot potential revenue streams, such as, but not limited to:
Sponsored webinars
Paid email bursts
Premium membership services and benefits
Opt-in member contribution (eg a la Speakers’ Bureau, Syndicated crowd consulting etc)
4) Create model for clarified relationships between global sponsors and local chapters

Revenue Committee - Key Initiatives
87

Global Sponsors for 2017’s Global Conference
(Cincinnati, October 2017), more robust partner opportunities:
•  2-Year Sponsorships (from April 2017 to April 2019)
•  4 Sponsorship Tiers, with various Network engagements…
•  During the Global Conference (attendance and presenting)
•  Before/After the Global Conference (webinars, chapter sponsorships)
Revenue Committee - Global Partner Sponsors
88

PRESENTING GOLD SILVER
SPONSORS
Please DON’T
contact without
Global Board
Sponsor team!
•  EY (Mark Beichel)
•  Accenture (John Zealley, UK)
•  Publicis (Chris Foster)
•  HyperQuake (Colin Crotty)
•  Google (Julie Edelman)
•  SelectWorld (Bianca
Wueppenhorst)
•  Aspiriant (Peter Schwartz)
•  Sanofi (Graeme Smith)
•  Ivy Mobility (Craig Beal)
•  LPK (Sara Tomes)
•  Brandemonium (Bill Donabedian)
•  Field Agent (Cory Nelson)
•  Synfiny (Jeff Wuest)
SPONSORSHIP
PROVIDED
•  Speaker/Panel Participation
•  Special Event Title Naming
•  4 attendees (2 @ VIP events)
•  Pre-conference Intros
•  2 Chapter Speaking
•  1 Webinar
•  PGalums.com: 10x Op-eds, job-
posting for 24 months
•  Special Event Title Naming
•  2 attendees (1 @ VIP events)
•  Pre-conference Intros
•  1 Webinar
•  PGalums.com: 4x Op-eds,
job-posting for 12 months
•  Meal Event Title Naming
•  1 attendee + discounted
registrations,
•  1 Webinar
•  PGalums.com: 2 Op-eds, job-
posting for 6 months
ALSO
INCLUDED
(optional):
Sponsor concierge, Discounted registrations, Event Signage, Conference booth, Ad in program guide, Placement
on event website & emails, Gift Bag / Silent Auction Participation
Sponsors with global footprint (VS US/local) Offerings before/after conference
89

•  Most sponsors participated only in the global
conference, while a handful have engaged more
broadly with webinars and chapter speaking.
-  EY, Aspiriant, Synfiny, Accenture,
Brandemonium
-  In these cases, sponsors have “leaned in” with
additional event support, venues, thought
leadership speakers, etc.
•  Opportunity to deepen sponsor relationships -
especially as we look towards next global
conference (October 2019 in Spain)
-  Every sponsor relationship is unique (e.g.
Google VS Publicis, etc), so please coordinate
outreach to sponsors with Global Board
member

90

1.  Agreement to Follow the Guidelines. Officers and leaders of the Chapters agree to follow these
Guidelines.
2.  Only Authorized Officers of the Global Network Have Authority to Act on Behalf of the Global
Network
3.  Eligibility of PGAN Members. Membership in the P&G Alumni Network is generally available to anyone
who (i) is a former employee of the Procter & Gamble Company and (ii) pays the regular annual dues that
are in effect at the time (if any such dues are in effect).
4.  No Agency Relationship. Local chapters have no authority to contractually bind the P&G Alumni Network,
Inc., or to create obligations on behalf of the P&G Alumni Network, Inc.
5.  No Rights to Use the Name, Logo or Trademarks of the Procter & Gamble Company
6.  Recognition as an Official Local Chapter. The only official “chapters” of the Global Network will be those
that are officially recognized as such by the Board of the Global Network. The Global Network reserves the
right to suspend or terminate the recognition of any organized group of P&G alumni as an Official Local
Chapter.
7.  Use of Marketing Resources. The P&G Alumni Network, Inc. may choose to allow the local chapter to
utilize marketing tools, the membership database, and other resources of the corporation to grow and
sustain the local chapter. 91
Chapter Guidelines & Requirements

8.  Local Chapters are subject to the Global Network’s Governing Documents, Policies and
Procedures.
a.  Local chapters of the P&G Alumni Network, Inc. are subject to (and required to act in
accordance with) the Articles of Incorporation, Bylaws and other governing documents of the
P&G Alumni Network, Inc.
b.  Local chapters are required to comply with the rules, regulations and policies of Global Network,
including privacy and data security procedures, access and use of personal information, building
security procedures, and general health and safety practices and procedures.
c.  Local chapters are expected to maintain records relating to their activities and leadership.
Periodically the Global Network will request updates from the local chapter on its activities and
leadership (e.g., current leadership roster, schedule of events, etc.).
d.  Local chapters shall ensure that all persons, whether employees, agents, contractors, or anyone
acting for or on behalf of the Chapter, are properly licensed, certified or accredited as required
by applicable law for any services they are performing or activities they are conducting.
e.  Local chapters are prohibited discriminating against members on the bases of race, color,
religion, sex, sexual orientation, national origin, ancestry, handicap, age, or on any other basis
which is illegal in the jurisdiction where the local chapter operates.
f.  The Chapter is required to reasonable security precautions to protect against unauthorized
access to any Personal Data of PGAN Members or any other individual collected by or on the
behalf of the Chapter. 92

9.  Privacy & Security. The Chapter is required to reasonable security precautions to protect against
unauthorized access to any Personal Data of PGAN Members or any other individual collected by or
on the behalf of the Chapter. The Chapter shall implement and maintain administrative, physical, and
technical safeguards that prevent any unauthorized use of Personal Data.
10. Confidential Information All non-public, confidential or proprietary information of the Global Network
is confidential, solely for the purpose of performing these Guidelines and may not be disclosed or
copied or used for any other purpose unless authorized in advance by the Global Network in writing.
11. General; Miscellaneous These Guidelines will not be construed to create or imply any ownership,
agency or joint venture. These Guidelines shall be governed by the laws of the state of Ohio,
excluding its conflict of laws rules.

93

Sept. 11, 2018
Participants
21 Chapters
80% of
North & Latin
America Chapters
94

GLOBAL & REGIONAL LEADERS
NAME & LOCATION CHAPTER EMAIL MOBILE LINKEDIN PIX
Helena Wong
NYC
Global Board, Co-Chair
Membership &
Engagement
hwong10023@gmail.com 201-851-1001 www.linkedin.com/in/
helenawong/
Betty Estrada
Mexico City
Global & Mexico City
Board, Co-Chair
Membership &
Engagement
betestlo@gmail.com +52-155-5107-7544 www.linkedin.com/in/
beatrizestrada
Steven Cook
Atlanta
President Emeritus
Atlanta Chapter, Atlanta
Board, N. America
Ambassador
Steven@StevenCook.me 404-606-8284 www.linkedin.com/in/
StevenCook1/
Niki Siropoulou
Athens, Greece
Executive Director
P&G Alumni Network
niki@pgalums.com +30-6945-70-69-70 www.linkedin.com/in/
nikisiropoulou/
Yannis Giovanos
Athens, Greece
Digital Manager
P&G Alumni Network
yannis@netgurus.gr +30-6974-36-17-65 https://www.linkedin.com/
in/yannisgiovanos/
Marianne Iyer
Boston
Executive Director,
marianne.iyer@pgalums.
com
443-540-7639 www.linkedin.com/in/
marianne-v-
iyer-0605951a/
95

NORTH AMERICA CHAPTER LEADERS
Harris Fogel
Atlanta
Co-President Atlanta
Chapter Board
hfogel04@gmail.com 404-576-6534 www.linkedin.com/in/
harrisfogel/
Larry McHugh
Atlanta
Atlanta Chapter Board larrymchugh@yahoo.com 267-258-6351 www.linkedin.com/in/
larrymchugh/
Cheryl Williams
Baltimore
Greater Baltimore Chapter
Board
cheryl@cghwilliams.com 443-813-2534 www.linkedin.com/in/
cheryl-hudgins-william
Karen Cornell Anderson
Carolinas
Potential North & South
Carolina Chapter Board
karen_c_anderson@ml.co
m
karen-anderson-2bb8285/
Yogesh Chavda
Chicago
Co-Chair Chicago Chapter
Board
yogesh@y2sconsulting.co
m
yogeshchavda1/
96

Ann Hoeger
Chicago
Co-Chair Chicago Chapter
Board
Ann.hoeger@thegoldenph
oenixgroup.com
annhoeger
Richard Cacciato
NYC
Chairman New York
Chapter Board
rcacciato@blue-
iceberg.com
rcacciato
Gary Orosy
Dallas-Fort Worth, TX
President North Texas
Chapter Board
gary.orosy@gmail.com 940-391-3099 www.linkedin.com/in/
garyorosy/
Shantini Monthree
Phoenix
Potential Arizona Chapter
Board
shantini@brandkind.marketi
ng
484-238-6585 www.linkedin/in/
shantinimunthree
Karina Jones
Phoenix
Potential Arizona Chapter
Board
karinajones73@gmail.co
m
klungo/
Debra Bass
Princeton, NJ
Co-Chair Princeton
Chapter Board
debra.bass@nuvo-
group.com
debra-j-bass-3775372/
97

Pankaj Chopra
Princeton, NJ
Co-Chair Princeton
Chapter Board
pchopra3@its.jnj.com 310-292-3194 linkedin.com/in/pankaj-
chopra-1ab7365
Valerie Sheppard
Trabuco Canyon, CA
Co-Leader Southern
California Chapter Board
valerie@HappytoBeME.net 949-241-3730 https://www.linkedin.com/in/
valeriersheppard/
Madeleine Wiener de
Torsiac
Southern California
Co-Leader Southern
California Chapter Board
mwiener33@gmail.com 858-361-1554 linkedin.com/in/
madeleinewiener
Samantha Avivi
Boca Raton, FL
Chair South Florida
Chapter Board
Samantha@avivimarketing
.com
561-221-3814 https://www.linkedin.com/
in/samavivi/
Ramon Palmero
Delray Beach, FL
South Florida Chapter
Board
ramon.palmero@gmail.co
m
ramon-palmero-8831744/
98

Beatriz Castillo
Fort Lauderdale, FL
South Florida Chapter
Board
castillobea@hotmail.com 786-626-2745 https://www.linkedin.com/
in/beatrizcastillolara
Ester Benzie
Toronto
Co-Lead, P&G Alumni
Chapter, Toronto
estherbenzie@gmail.com 416-272-3836 www.linkedin.com/in/
estherbenzie
Jeff Adler
Washington, D.C.
Co-Chair Washington,
D.C. Chapter Board
Jadler@vaultconsulting.co
m
in/jeffreyadler/
Svetlana Dimovski
Washington, DC
Co-Chair Washington,
D.C. Chapter Board
Svetlana.Dimovski@gmail.
com
in/dimovskis/
Anne Byerly
Central Coast of California
Potential Santa Barbara
Chapter Board
kbyerly1@gmail.com 215-385-4278 www.linkedin.com/in/anne-
k-byerly
99

Frank J. Simone
The Villages, FL
Potential Central Florida
Chapter Board
fjsimone@hotmail.com 631-949-1864
Kelley Styring
Portland, OR
Potential Portland
Chapter Board
Kelley.styring@insightfar
m.com
kelleystyring/
100

LATIN AMERICA CHAPTER LEADERS
Valeria Gerolamo
Brasil
Leader Brasil Chapter
Board
valeriagerolamo@gmail.co
m
+55-11-99560-3162 linkedin.com/in/valéria-
gerólamo-098144
Marina Mattos
Brasil
Leader Brasil Chapter
Board
marina_staub@uol.com.br +55-11-99222-0663 www.linkedin.com/in/
marinamattos
Juan Pablo Davila
Colombia
Colombia Chapter Board Juan.davila@inalde.edu.c
o
+573157971264
Jorge Hernandez
Costa Rica
Costa Rica Chapter Board jorge.hernandez@cr.ey.co
m
jorge_herbet@yahoo.com
+506-8339-7373 linkedin.com/in/
jorgehernandezb/
Fernando Alvarado
San Jose, CR
Costa Rica Chapter Board fernandoafischel@gmail.c
om
+506-8827-6751 www.linkedin.com/in/
fernando-alvarado-fischel
101

Leda de Garino
Costa Rica
Costa Rica Chapter Board garino.lp@gmail.com +506-88789292 www.linkedin.com/in/leda-
de-garino-3477404
Cynthia Cañas Escoto
Costa Rica
Costa Rica Chapter Board cycaes@gmail.com +506-83834386 www.linkedin.com/in/
cynthia-cañas-524a3324
Matilde Wheelock
Guatemala
Guatemala City Chapter
Board
mattywheelock14@gmail.c
om
matildewheelock/
Andrée Marie Asturias
Stein
Guatemala
Guatemala City Chapter
Board
amasturias@belca.com.gt 502-40056607 www.linkedin.com/in/
andrée-marie-asturias-
stein-1bb38a12/
Yamil Abraham
Mexico City
México Ciy Chapter Board abrahamyamil@Gmail.co
m
011-52-5519650832 www.linkedin.com/in/yamil-
abraham-6393581
102

Patricia Spisto
Mexico City
México City Chapter Board patricia.spisto@beyond-
consulting.net
521-55-619-38749 www.linkedin.com/in/
patriciaspisto
Carmen Gonzalez
Mexico City
México City Chapter
Board
siacgonzalez@prodigy.ne
t.mx
+51-155-5451-2384
Susana Elespuru
Peru
Peru Chapter Board selespuru@gmail.com +51-1-4410749
(this fixed line preferred)
+51-999459614
www.linkedin.com/in/
susanaelespuru/
Jose ( Pepe) Alonso
San Juan, Puerto Rico
Leader Puerto Rico
Chapter Board
pepealonso77@yahoo.co
m
alonsoja/
Maria Camila Vargas
Santiago, Chile
Potential Chile Chapter
Board
camila@kitegroup.cl 569-57881016 www.linkedin.com/in/
maria-camila-vargas
103

P&G Alumni Network - Americas Chapter Leadership Summit - 9-11-18 FINAL MASTER

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