Project Process Leading for Impact®: Building Future Leaders Session 0

Welcome to the Building Future Leaders Project! 7_84 Welcome to the Building Future Leaders Project! Overall Goal More effectively build the leaders and team you will need to deliver greater impact What are your specific goals?

Note: Insert months of each working session The project is organized around five working sessions, which will be timed as follows Session 1: Kickoff and identify competencies (Month) Identify (via leadership diagnostic survey) where current management practices are effective (or not) in building leaders. Assess current and future needs to understand the kind of talent the organization requires. Session 2: Finalize competencies and plan communications (Month) Create (or refine from existing) core and leadership competencies tailored to the organization. Create a plan for communicating changes in leadership development processes to staff. Session 3: Conduct talent development review (Month) Apply your newly-developed competencies for evaluating performance to holistically assess all of your direct reports. Session 4: Co-create development plans and create individual succession plans (Month) Translate assessments of individual team members into actionable development plans anchored in job-embedded learning. Session 5: Set goals and create action plan (Month) Set goals for the continuous improvement of your leadership development efforts and develop a plan to track progress. Note: Insert months of each working session

WORKING SESSION WITH BRIDGESPAN 8_84 6_84 We will follow some variation of this structure around each working session Complete an individual assignment Occasionally, team or sub-team work will be necessary PRE-WORK With full team: Discuss implications of team assignment WORKING SESSION WITH BRIDGESPAN + (Also, we will schedule CEO calls prior to a few of the sessions to ensure that we are aligned and prepared)

Everyone on the team has a role to play 4_85 Everyone on the team has a role to play Project Lead CEO Senior Team Advisor Key roles Coordinates the project Ensure that team assignments completed Helps facilitate team discussion Champions the project Helps facilitate team discussions Carries out the project Consists of direct reports to CEO Structures and guides project Available during and in between check-in calls Required meetings Five working sessions (~monthly) Additional short check-ins with Bridgespan (as needed) Regular calls with TBG advisor All team and individual calls and meetings

Performance review processes Leadership development processes Let’s discuss what you do today with respect to performance reviews and leadership development Performance review processes Element Where you are today Timeline of key activities (e.g. review deadline, frequency) Sections of review form (e.g. job targets, competency assessment, development plan) Leadership development processes Element Where you are today Description of current approach to development plans Description of existing development supports (e.g. training curricula, mentoring programs) Existence of succession plans for CEO and leadership team positions Existence of leadership goals/targets (e.g. on dashboard) Note: Populate this on the pre-kickoff call with the Project Lead and CEO; then you’ll review this populated template with the full team at Session 1

Next steps Bridgespan: Send link to leadership diagnostic survey 3_85 Next steps Bridgespan: Send link to leadership diagnostic survey Send out other pre-work to complete before Session 1 Follow-up regarding recommended changes to your current process Your organization: Confirm members of senior team who will participate; communicate project and expectations to them Complete leadership diagnostic (entire team) Send (electronic) copies of all materials in pre-launch checklist to Bridgespan (see next slide) Schedule all working sessions Schedule check-ins with CEO

Note: Before sending this, check off any materials we already have Building Leaders project: Pre-launch checklist of materials needed by Bridgespan Background on the organization Organization chart, including senior team members and their direct reports Performance review processes Description of current performance review process (e.g. timeline of key activities, performance criteria used) Forms, templates or other materials used during the performance review process Leadership development processes Current succession plans for CEO and/or members of the leadership team Description of existing development supports (e.g. training curricula, mentor programs) Example of development plans used for individuals Leadership development goals or targets (i.e. metrics on dashboard) Description of board of director’s role(s) in leadership development (if applicable) Sending copies of these materials to Bridgespan before the project launch will help us make the most of our time together Note: Before sending this, check off any materials we already have