The document provides an overview of the services offered by Leadership Strategy Group to help organizations, teams, and individuals improve leadership effectiveness and drive organizational performance. The services include change management, employee engagement, team performance, and leadership development. Key practices involve assessment, action planning, facilitation, coaching, and measuring results. Case studies demonstrate how clients achieved goals like cost reduction, improved processes, and increased employee engagement.

1. Leadership Strategy Group Road Map for Organizational Effectiveness April 24, 2009

2. Overview Leadership Strategy Group, Inc. is a team of professionals dedicated to improving leadership effectiveness. We blend executive coaching and team facilitation with management and business leadership experience to help organizations, teams and individuals build sustainable improvements in results.

3. Practices Overview Organizations Teams Leaders Leadership Strategies for: Employee Engagement Change Management Team Performance Leadership Development Practices:

4. Practice: Change Management We help organizations to increase their capacity to lead and manage change. Assessment Team Facilitation Workshops Executive Coaching Change in business strategy Reorganization Post merger integration Cost reduction New product development Process integration Change capacity increases as leaders assess the readiness for change within the organization and take proactive measures to create the vision, structure the process, communicate the plan and enroll their teams to embrace and actively participate in it. Change Readiness Survey Structured interviews Focus groups

5. Practice: Change Management Assessment Change Readiness Survey Structured interviews Focus groups Uncover: Readiness Enablers Barriers Actions Implementation Plan Communications Plan Process Improvements Team Facilitation & Brainstorming Training Workshops Executive Coaching Change Goal Launch of new business strategy Post- reorganization alignment New roles and accountabilities New process integration Cost reduction Events New Mission Change in Strategy New Leadership Change in Marketplace New Competitive Threats Resource Reductions Symptoms Low productivity Diminishing returns on effort High employee turnover Low morale Passive resistance Confusion Duplication of effort Missed opportunities Anxiety

6. Change Management Case Study Consumer Package Goods Client Goal Reduce cost of goods Event Dramatic increase in commodity prices Symptoms Existing approach was yielding diminishing returns Assessment Diagnostic of existing approach Identification of gaps Limited number of participants Lack of coordination & joint accountability Short term focus Actions Construct & lead more inclusive working team Establish joint goals & regular planning meetings Tap new sources for ideas (e.g., vendors, front-line employees) Extend planning horizon Results: Exceeded cost reduction goals of $10MM

7. Change Management Case Study Financial Services Client Goal Improved Customer Management Process Event Reorganization, Formed Customer Marketing Team Symptoms Lack of customer centric marketing approach Duplication and overlap of marketing programs Confusion over roles and accountabilities Assessment Interview effected leaders and teams Mapping of roles, identification of overlaps Identified enablers and barriers to success Actions Work team assesses and recommends revised roles Teams align on new roles and accountabilities Structure team and individual goals to support change Communication of new organization’s role and goals Results: Client realized $15MM in efficiencies

8. Practice: Employee Engagement We help organizations achieve gains in productivity, morale, and retention through improvements in employee engagement. Engaged employees are the key to driving superior performance, innovation and growth. Assess Current Engagement (surveys, interviews) Drill-down through interviews & focus groups Action Planning & Implementation Analyze Results & Identify Gaps Employee Engagement

9. Employee Engagement Case Study Financial Services Client Goal Improve employee engagement in new business strategy Event Low scores on annual employee survey and anecdotal feedback on team motivational issues Symptoms Gaps in meeting key deliverables Confusion over roles and accountabilities Key leaders “stuck” on old business strategy Assessment Interviews with leaders and team members Structured focus groups Identified key drivers Recommended reorganization of roles and accountabilities to match new strategy Actions Revised individual roles and accountability Restructured team Developed communications and implementation plans Coached individuals and leaders around change Results: Client realized both improved strategic focus & survey scores

10. Practice: Team Performance Team Facilitation Team Intelligence Executive Coaching New organizations New or evolved business strategy Virtual teams Project teams Cross-functional teams Cross-cultural teams Assessment We help business teams to achieve superior results through facilitating process to develop and communicate shared mission, vision, goals and guiding principles.

11. Team Performance Case Study Health Insurance Client Goal Accelerate performance of new team by providing clearly defined mission, roles and guiding principles Event Reorganization of corporate marketing team New business strategy Symptoms Role confusion, driven by multiple reorganizations Virtual Team inhibits team morale building Need to prove value addition of new structure Assessment Interviews with leadership team members Facilitated strategic brainstorming and creative development Recommended mission and role Actions Held in-person team-wide meeting to launch new mission, role and guiding principles Create engagement and alignment through team building and strategic brainstorming exercises Developed communications and implementation plans, ongoing action plan Results: Team Wide Launch Meeting Impact & Communications Rated >75%

12. Practice: Leadership Development We help organizations develop leaders who are capable and motivated to take on the most complex challenges. We help leaders integrate a mix of traditional management skills, strategic vision, emotional intelligence, collaboration, and motivational characteristics that drive superior performance and win in the marketplace. Executive Transition Support Executive Coaching Total Leadership® Enhanced executive leadership brand Faster “time to value” for new executives Accelerated business results Improved relationship, influence and motivation skills Greater work/life satisfaction

13. Executive Transition Support We help organizations maximize ROI in executive transitions – both internal promotions and external hires - by accelerating learning curves and building a solid leadership foundation for sustained success. Benefits for leaders and organizations: Accelerates the executive’s effectiveness in the new role through development and implementation of a comprehensive transition plan Defines and ensures focus on executive’s change mandate and key priorities. Promotes building the new leader’s relationships with senior management, colleagues, direct reports, internal colleagues and external partners. The Executive Transition Support Model: 6 months engagement with an objective 3 rd party – coach, sounding board, strategist Transition Plan is a road map for learning, relationship building, team assessment and development and prioritization Promotes focus on key change initiatives, business priorities and early wins Past clients include: VP, Sales – P&C Insurance Company Group Marketing Director – Affinity Marketing Firm VP, Marketing – Consumer-focused Association CFO – Marketing Services Agency VP, Marketing – Health Insurance Provider VP, Advertising - Health Insurance Provider VP, Marketing - Book Publishing VP, International Marketing - Financial Services SVP, Database Analytics – Advertising Agency

14. Executive Coaching We help organizations drive results through outstanding leadership behaviors by coaching executives to achieve important goals. Benefits for leaders and organizations: Promotes understanding of an individual’s leadership style, strengths and development needs Creates accountability for achieving high standards of leadership behaviors through action planning and follow-up Drives sustained business performance through: Higher standards of executive performance Improved communications within the organization, yielding more efficiency and effectiveness in leading others - Better management of “talent assets” - Retention of key employees - Upgraded “bench strength” among executive team The Executive Coaching Approach: 6 months engagement with an objective 3 rd party – coach, sounding board, strategist 360-degree interviews Customized leadership action plans Past clients include: VP, Service Delivery – Life Insurance Company EVP, Technology – Digital Ad Agency SVP, Interactive Media – Financial Services Co. VP, Corporate Marketing - Health Insurer VP, Interactive Marketing - Financial Services VP, International Marketing - Financial Services

15. Total Leadership® We deliver leadership training based on the Total Leadership program from the Wharton School at the University of Pennsylvania. Benefits for leaders and organizations: Lead with more authenticity, integrity and creativity Four-way wins across life domains: work, home, community, and self Learn key principles of being a more effective leader Apply the principles in real situations through designed experiments Develop strong relationships with key stakeholders and class peers The Total Leadership Program Key elements include: Defining a leadership vision Feedback & expectations from key stakeholders Design & implement leadership experiments Measure results Workshops, readings, written exercises, peer coaching & feedback Developed by Prof. Stewart Friedman, Wharton School Past clients include: VP, Publisher – NYC based Media Company Managing Director, NYC- based Investment Bank Director of Research & Education, NYC-based Hospital

16. Our Team: Peter Bopp Peter is a founding partner of Leadership Strategy Group, Inc. a consulting firm that focuses on areas of leadership effectiveness. The firm’s services include executive coaching and development, team building, facilitation, and employee engagement. Peter excels in working with senior leaders and their teams to sharpen their leadership vision, values and delivery. He supports them through coaching to develop leadership goals and action plans, and follow-through to achieve them. Using appreciative inquiry and assessment tools, Peter gains insight and feedback from all levels of the organization to help drive the leadership engagement. As an external consultant, he is able to listen and build trust as a neutral, unbiased resource. He also supports executives transitioning into new roles or new companies to ‘hit the ground running’, by combining onboard coaching with development and implementation of 90 and 180 day action plans. Peter works with business units and teams to increase their own employee engagement, motivation, and accountability. Starting at the leadership team level he facilitates strategic debate to transform the team’s mission, roles and culture to achieve breakthrough performance goals. To address engagement issues, Peter facilitates team processes to identify solutions through interactive discussions and brainstorming. Outcomes include action plans and shared accountability for improved engagement. Clients have achieved significant improvements in employee surveys from these engagements. Peter brings over 25 years in leadership, coaching and management experience to his clients, including marketing leadership roles at American Express and Kraft Foods. As VP, Advertising and Brand Communications at American Express, he led the advertising strategy and execution for all US products. Earlier he served as VP of Marketing in the Small Business Services division, leading both the prospect acquisition team and the Cardmember loyalty team. At Kraft Foods, he served as Brand Manager on Sanka and Maxwell House Decaffeinated coffees. Peter holds an MBA in Marketing and Finance from the Kellogg School of Management at Northwestern University, and a BA in International Relations from Brown University. He is active in several non-profit institutions, lending his leadership and marketing expertise. He currently serves on the Board of Directors of the Advertising Club of New York and is co-chair of the marketing committee for Helen Keller International. He recently completed a four-year term on the Board of Governors of the Brown University Alumni Association, chairing the marketing committee. He was a recipient Brown’s 2007 Alumni Service Award. Phone: +1-917-968-4004 Email: [email_address]

17. Our Team: Tony Hooper Tony Hooper is a founding partner of Leadership Strategy Group Inc. and an executive coach and consultant with over 20 years of management and leadership experience. He specializes in helping business leaders to focus their strategies and develop the leadership necessary to excel in areas that truly matter to them. Tony works with teams and individual leaders on organizational and leadership development, focusing on leadership dynamics, team effectiveness, internal diagnostics and employee engagement. He coaches executives to make successful leadership transitions, helping them to quickly establish themselves by building strong relationships, accelerating their learning, and securing early wins. In addition, Tony advises on business and marketing strategy for organizations of all sizes. Tony began his career as a management consultant in the strategy practice at Booz-Allen & Hamilton, working in diverse industries such as automotive, steel, telecommunications and broadcasting. In his ten years at American Express Company, Tony ran various marketing groups within the consumer businesses, developing his skills in business planning, marketing management, staff performance management and leadership. Tony also served as Executive Director of Future Possibilities, Inc., a non-profit organization coaching children in under-served communities. Tony holds a B.A. from Northwestern University and an M.B.A. from The Wharton School of the University of Pennsylvania. He also graduated from Coach University and is a member of the International Coach Federation. He has served as a director on the boards of Future Possibilities, Inc., Plan Central, Inc. and TSI Soccer, Inc. Tony also volunteers with the Outreach and Day School Committees of Park Avenue United Methodist Church in New York. Contact: Direct/Mobile: +1-917-545-3857 Email: tony . [email_address] .com