Copyright, © 2006, eePulse, Inc. the measure of your success 1 Implementation for Data and Dialogue Driven Leadership™ Initial Discussion Document

Copyright, © 2006, eePulse, Inc. the measure of your success 2 Goals ● Review key components of implementation and ongoing process ● Gather information to provide at least a 3- month project plan that covers all three foundational pieces and five steps of the implementation ● Review quarterly to adjust plan

Copyright, © 2006, eePulse, Inc. the measure of your success 3 Data and Dialogue Driven Leadership™ DATA DIALOGUE ACTIONRESULTS Full-time Employees Contract employees Customers Partners Suppliers Investors Retirees

Copyright, © 2006, eePulse, Inc. the measure of your success 4 Starts With a New Approach to Data

Copyright, © 2006, eePulse, Inc. the measure of your success 5 Data Driven Dialogue Requires ● Dramatic change in HOW data from employees is collected and used ● Process that moves past the 5 Deadly Denial Barriers ● Leaders, managers and even HR all deny data are “real” or should be actionable because....

Copyright, © 2006, eePulse, Inc. the measure of your success 6 The 5 Deadly Denial Barriers 1.The data are from one point in time (do not represent where we are now) 2.The data are old (things have changed) 3.Questions asked not important 4.Data not detailed enough; too much interpretation needed; guessing leads to denial 5.Department composition changes; scores and data not from the current team

Copyright, © 2006, eePulse, Inc. the measure of your success 7 Development Education Marketing Communication Metrics ACTION Continuous Learning Phase I Phase III Phase II Phase IV Technology Research Management Use Data Differently Enterprise Model

Copyright, © 2006, eePulse, Inc. the measure of your success 8 Implementation plan format

Copyright, © 2006, eePulse, Inc. the measure of your success 9 Sample: Custom metrics strategy per client per leader

Copyright, © 2006, eePulse, Inc. the measure of your success 10 Next Research to help build a metrics strategy

Copyright, © 2006, eePulse, Inc. the measure of your success 11 Research on pace of 3D rollout Big Bang Quick Start High impact Higher overall ROI More up-front planning time Buy-in process important Higher cost up front Proof of concept Fast ROI Use pilot to sell internally Internal champions helpful Work out “bugs” in process

Copyright, © 2006, eePulse, Inc. the measure of your success 12 CEO CEO and senior team CEO, senior team & next level of management All managers Employee committees Research on who Who owns the data and when? What does it mean to “own” data?

Copyright, © 2006, eePulse, Inc. the measure of your success 13 Team Accountability Individual Accountability Research on executive team goals New leader Building executive team Focus on shared problems Develop shared opportunities Learn to listen together Rapid change needed Expect change in team members Culture dictates Team handles competition well Coaching and leadership development

Copyright, © 2006, eePulse, Inc. the measure of your success 14 From Business Plan Monthly Execution Goals Event Driven Goals Market or Brand Driven Leadership and HR Goals Research on other goals Measurement, influence, and discovery goals Must focus on ALL three to move to a strategic leadership process

Copyright, © 2006, eePulse, Inc. the measure of your success 15 Customers Shareholders Investors Suppliers PartnersRetirees Goals include other stakeholders? If performance improvement is a goal, relationships with all stakeholders are key to success. Humans in HRM should go beyond “employees.”

Copyright, © 2006, eePulse, Inc. the measure of your success 16 Weekly Every Other Week Monthly Every Other Month Quarterly Frequency of your survey or communication process depends on your goals, which also depend on your rate of change. How often do you collect other data – financial, sales, production? It is VERY difficult for an annual survey to be a leadership tool; it provides a score. Research on frequency needs

Copyright, © 2006, eePulse, Inc. the measure of your success 17 Validated questions: Energy Pulse, Leadership Confidence, Valour Pulse, ChangeStep Pulse, etc. Validated Metrics Drill Down Questions News Influence Questions Event Focused Questions Positive Questions Respondent Questions Research on question types

Copyright, © 2006, eePulse, Inc. the measure of your success 18 Sample Q1 Implementation Strategy

Copyright, © 2006, eePulse, Inc. the measure of your success 19 Technology ● What Measurecom modules used and when? ● Personal Reports? What comparisons? ● Action Planning? Who uses when? ● Who gets manager reports? When? ● Comment categorization? ● Manager response? Who? When? ● Coaching tool? eePulse or client? For what purposes? ● How “roll ups” and organization structure works and changes over time

Copyright, © 2006, eePulse, Inc. the measure of your success 20 Project Management ● Main contacts for: ● Overall project management team? ● Implementation team? ● HRIS data? ● Communications team? ● Reporting options that are off line ● Flash reports, executive briefings, research consulting reports, technical reports

Copyright, © 2006, eePulse, Inc. the measure of your success 21 3-month calendar ● Set critical dates for first 3 months ● When will employee data files be received, and frequency of updates ● Dates for dialogues and schedule for sign off on Pulse Dialogue and communications ● Schedule when communications go out to employees ● Post dialogue communications ● Immediate response to employees ● Communications to management team ● More complete communication to all employees

Copyright, © 2006, eePulse, Inc. the measure of your success 22 Milestones ● Start date? ● When is the first senior executive briefing? ● Goals for rollout pace? When managers will receive their own reports? ● Manager training? ● What does success look like? ● Data for linkage studies? ● Integrate data into pre-existing communications