1. Jade Consulting LLC®

2. J Strategic Consultation Engagement for Puissance Onze Meeting a Growing Industry’s Needs Engagement proposal presented to you by Jade Consulting LLC® – Jesse Dunn, Drew Morash, and Jaclyn Tokarewicz Presentation Delivered on Saturday, January 9, 2016

3. J Problem Statement Jade Consulting LLC®’s Mandate Objective 1Objective 2 Why – Analysis What – Strategy How – Implementation Financials The Jade Consulting LLC® Proposal Model Agenda 3

4. J Meet Challenges and Support Member Firms Strategic and Tactical Plan Objective 1Objective 2 Why – Analysis What – Strategy How – Implementation Financials The Jade Consulting LLC® Proposal Model Agenda 4

5. J Meet Challenges and Support Member Firms Strategic and Tactical Plan MarketingObjective 2 Bridging Promotional GapWhy – Analysis Marketing CampaignWhat – Strategy How – Implementation Financials The Jade Consulting LLC® Proposal Model Agenda 5

6. J Meet Challenges and Support Member Firms Strategic and Tactical Plan MarketingHuman Resources Bridging Promotional GapEmployee Analysis Marketing CampaignTarget Universities How – Implementation Financials The Jade Consulting LLC® Proposal Model Agenda 6

7. J Meet Challenges and Support Member Firms Strategic and Tactical Plan MarketingHuman Resources Bridging Promotional GapEmployee Analysis Marketing CampaignTarget Universities How – Implementation Financials The Jade Consulting LLC® Proposal Model Agenda 7

8. Problem/Mandate Environmental Analysis GAP Analysis Product-Market Matrix Recommendation Objectives

9. J Problem/MandateMarketingHRFinancials Problem Environmental Analysis 9 What Works What Needs Work Watch Out ForWhere to Grow

10. J Problem/MandateMarketingHRFinancials Problem Environmental Analysis 10 What Works Social engagement/ responsibility leader ($572,000 to schools) Compensation leader What Needs Work Watch Out ForWhere to Grow

11. J Problem/MandateMarketingHRFinancials Problem Environmental Analysis 11 What Works What Needs Work Image problem Underdeveloped talent pool and lack of bilingualism Watch Out ForWhere to Grow

12. J Problem/MandateMarketingHRFinancials Problem Environmental Analysis 12 What Works What Needs Work Watch Out For Stagnant growth as a result of unavailable human capital and unmet client needs Where to Grow

13. J Problem/MandateMarketingHRFinancials Problem Environmental Analysis 13 What Works What Needs Work Watch Out ForWhere to Grow Leverage strong university presence Invest in promotion to fix industry image

14. J Problem/MandateMarketingHRFinancials Problem Gap Analysis 14 Marketing 6.9% awareness Image: sales-focused, boring, bad pay Human Resources Interest: 62% low, high or very high interest level 300 jobs created since 2007 Lack of bilingual candidates and English training Current Marketing Increase awareness to 20% Highlight industry human, innovative, and responsibility sides Human Resources Increase interest by 15% Increase comfort with bilingualism (via internal survey) Desired

15. J Problem/MandateMarketingHRFinancials Problem Gap Analysis 15 Marketing 6.9% awareness Image: sales-focused, boring, bad pay Human Resources Interest: 35.6% high or very high 300 jobs created since 2007 Lack of bilingual candidates and English training Current Marketing Increase awareness to 20% Highlight industry human, innovative, and responsibility sides Human Resources Increase interest by 15% Increase comfort with bilingualism (via internal survey) Desired Key Takeaways Problem: Puissance 11 is looking to meet three challenges prominent in the insurance industry to support its partners as they grow. Mandate: To develop a strategic and tactical level plan that will enable Puissance 11 to overcome these challenges.

16. J Problem/MandateMarketingHRFinancials Problem Product-Market Matrix 16 Market Penetration New Market Development New Product Development Diversification

17. J Problem/MandateMarketingHRFinancials Problem Product-Market Matrix 17 Market Penetration New Market Development New Product Development Diversification

18. J Problem/MandateMarketingHRFinancials Problem Product-Market Matrix 18 Market Penetration Canada-focused Replicable in US/abroad New Market Development New Product Development Diversification

19. J Problem/MandateMarketingHRFinancials Problem Recommendation 19 Recommendation: To launch a two-pronged campaign, focused on Marketing and Human Resources, bringing Puissance 11 out of shadows. Marketing Human Resources

20. J Problem/MandateMarketingHRFinancials Problem Recommendation 20 Recommendation: To launch a two-pronged campaign, focused on Marketing and Human Resources, bringing Puissance 11 out of shadows. Marketing Improve image of the partners Human Resources Promote recruitment Develop bilingualism of workers

21. J Problem/MandateMarketingHRFinancials Problem Objectives 21 Marketing Improve awareness to 20% Human Resources Improve industry interest by 15% Financial

22. Strategy Bridging a Promotional Gap Activity Chain Implementation Marketing Human Resources Financial

23. J Problem/MandateMarketingHRFinancials Strategy Bridging a Promotional Gap Organizational Objectives: Attract qualified workers Increase awareness of industry impact Increase bilingualism in employees 23 Promotional Objectives: Human: promoting strong compensation, work-life balance Innovation: being seen as an exciting field, new products/services Social: Community citizen

24. J Problem/MandateMarketingHRFinancials Strategy Bridging a Promotional Gap 24 Organizational Objectives Promotional Objectives Traditional (TV, Radio, Print) Online (Web and Social Media) Events (Traditional and Guerilla) In-Store

25. J Problem/MandateMarketingHRFinancials Strategy Bridging a Promotional Gap 25 Organizational Objectives Online (Web and Social Media) Events (Traditional and Guerilla) Promotional Objectives

26. J Problem/MandateMarketingHRFinancials Strategy Bridging a Promotional Gap 26 Organizational Objectives Online (Web and Social Media) Events (Traditional and Guerilla) Promotional Objectives Key Takeaways Puissance 11 must align its image (and that of the industry) with its organizational objectives Puissance 11 must invest especially in online and event marketing to successfully change the image of the industry

27. J Problem/MandateMarketingHRFinancials Strategy Activity Chain Human: Helping customers and employees Innovative: Think Tank Contest Responsible: Scholarships, community support, etc. Superhero Campaign 27

28. J Problem/MandateMarketingHRFinancials Strategy Activity Chain Finance Research and Development Human Resources Infrastructure Procurement In-Bound Logistics Operations Out-Bound Logistics Marketing and Sales Services 28

29. J Problem/MandateMarketingHRFinancials Strategy Activity Chain Finance Research and Development Human Resources Infrastructure Procurement In-Bound Logistics Operations Out-Bound Logistics Marketing and Sales Services 29

30. J Problem/MandateMarketingHRFinancials Strategy Activity Chain Offer new scholarships for post-secondary students in QC, MTL, NCR and NB. Refresh Puissance 11’s website to reflect marketing campaign and to be more interactive. Human Resources Translate all materials, online especially. Hold think tank contest and consider submissions for future products/services. In-Bound Logistics Operations Out-Bound Logistics Develop social media presence and leverage it in Superhero Campaign. Services 30

31. J Problem/MandateMarketingHRFinancials Strategy Implementation Short Term Now January 2017 Mid Term January 2017 January 2019 Long Term January 2019 Onwards Budget: $172,000

32. J Problem/MandateMarketingHRFinancials Strategy Implementation PeriodActionActorBudget Allocation Short Term Translate & Refresh WebsiteMIS 15 000,00 $ Expand Social Media PresenceMarketing 500,00 $ Develop Online Ad CampaignsMarketing 40 000,00 $ Mid Term Launch Campaign & Scholarships (January 2017)Finance 30 000,00 $ Continue to Revamp Promotional ToolsMarketing 25 000,00 $ Winners Chosen (June 2017)Marketing 1 000,00 $ Launch Think Tank Contest (January 2018)Marketing 500,00 $ Measure Effectiveness, Repeat Scholarship & Double Number of Recipients (January 2018)Finance 60 000,00 $ Long Term Look to Start Internship Program (January 2019)HR - $

33. J Problem/MandateMarketingHRFinancials Strategy Social Media Strategy LinkedIn, Twitter, YouTube, Facebook Communication/dissemination with partners 10 Thousand Coffees, etc. Implementation 33

34. J Problem/MandateMarketingHRFinancials Strategy Implementation PeriodActionActorBudget Allocation Short Term Translate & Refresh WebsiteMIS 15 000,00 $ Expand Social Media PresenceMarketing 500,00 $ Develop Online Ad CampaignsMarketing 40 000,00 $ Mid Term Launch Campaign & Scholarships (January 2017)Finance 30 000,00 $ Continue to Revamp Promotional ToolsMarketing 25 000,00 $ Winners Chosen (June 2017)Marketing 1 000,00 $ Launch Think Tank Contest (January 2018)Marketing 500,00 $ Repeat Scholarship & Double Number of Recipients (January 2018)Finance 60 000,00 $ Long Term Look to Start Internship Program (January 2019)HR - $

35. Strategy Employee Analysis Activity Chain Implementation Marketing Human Resources Financial

36. J Problem/MandateMarketingHRFinancials Strategy Employee Analysis CriteriaNew Graduates (20 to 30) Families (30 to 50)Seasoned Workers (50 to 65) Wants/Needs Reasonable pay More training and education Competitive pay and benefits Flexible hours High compensation Increased leadership role Main Motivation Finding a job after graduation Supporting their family Career self- actualisation Career Perspective Short-term focus Long-term focus Interest in Insurance Moderate Low to Moderate Low 36

37. J Problem/MandateMarketingHRFinancials Strategy Employee Analysis CriteriaNew Graduates (20 to 30) Families (30 to 50)Seasoned Workers (50 to 65) Wants/Needs Reasonable pay More training and education Competitive pay and benefits Flexible hours High compensation Increased leadership role Main Motivation Finding a job after graduation Supporting their family Career self- actualisation Career Perspective Short-term focus Long-term focus Interest in Insurance Moderate Low to Moderate Low

38. J Problem/MandateMarketingHRFinancials Strategy Employee Analysis CriteriaNew Graduates (20 to 30) Families (30 to 50)Seasoned Workers (50 to 65) Wants/Needs Reasonable pay More training and education Competitive pay and benefits Flexible hours High compensation Increased leadership role Main Motivation Finding a job after graduation Supporting their family Career self- actualisation Career Perspective Short-term focus Long-term focus Interest in Insurance Moderate Low to Moderate Low Key Takeaways New graduates are looking for employment, and many have not committed to set career paths New graduates want more training – training can be shared between Puissance Onze member firms 38

39. J Problem/MandateMarketingHRFinancials Strategy Activity Chain Finance Research and Development Human Resources Infrastructure Procurement In-Bound Logistics Operations Out-Bound Logistics Marketing and Sales Services 39

40. J Problem/MandateMarketingHRFinancials Strategy Activity Chain Finance Research and Development Human Resources Infrastructure Procurement In-Bound Logistics Operations Out-Bound Logistics Marketing and Sales Services 40

41. J Problem/MandateMarketingHRFinancials Strategy Activity Chain Recruit scholarship winners as Puissance 11 Ambassadors. Develop web portal for communication between Puissance 11, partners and ambassadors. Evaluate current bilingualism and develop a cohesive training program for partners. Infrastructure Procurement In-Bound Logistics Operations Out-Bound Logistics Leverage campaign on campus to promote recruitment. Services 41

42. J Problem/MandateMarketingHRFinancials Strategy Implementation Short Term Now January 2017 Mid Term January 2017 January 2019 Long Term January 2019 Onwards Budget: $84,000 42

43. J Problem/MandateMarketingHRFinancials Strategy Implementation PeriodActionActorBudget Allocation Short Term Create & Distribute Working Bilingualism SurveyHR 1 000,00 $ Amalgamate Training Tools from PartnersHR 1 000,00 $ Create One Central Bilingualism Training PortalMIS 25 000,00 $ Create Ambassador Training ProgramHR 5 000,00 $ Mid Term Launch Central Portal (January 2017)HR 1 000,00 $ Recruit & Train Ambassadors (June 2017)HR 10 000,00 $ Sponsor & Send Ambassadors to Multiple ConferencesMarketing 10 000,00 $ Redistribute Working Bilingualism SurveyHR1 000,00 $ Repeat Ambassador Hire, Training & Conferences (January 2018)HR 30 000,00 $ Long Term Leverage Portal (Info from Amb to Partners)HR - $ 43

44. Financials Budget Assumptions Eastern Canadian Growth Marketing Human Resources Financial

45. J Problem/MandateMarketingHRFinancials Budget Actor Budget ActorAllocation Finance 90 000,00 $ Marketing 77 000,00 $ HR 49 000,00 $ MIS 40 000,00 $ Total 256 000,00 $ Annual Budget YearAllocation 2016-2017 87 500,00 $ 2017-2018 77 000,00 $ 2018-2019 91 500,00 $ Total 256 000,00 $ 45

46. J Problem/MandateMarketingHRFinancials Assumptions 12 Primary Post- Secondary Institutions 250 Applicable Business Grads/Year/School Total: 3000 Applicable Business Grads/Year 2016 Estimated Applicant Pool: 210 2019 Estimated Applicant Pool: 450 46

47. J Problem/MandateMarketingHRFinancials Eastern Canadian Growth 12 Primary Post- Secondary Institutions 250 Applicable Business Grads/Year/School Total: 3000 Applicable Business Grads/Year 2016 Estimated Applicant Pool: 210 2019 Estimated Applicant Pool: 450 29% Estimated Applicant Pool CAGR 47

48. Overview Gap Analysis Objectives

49. J Problem/MandateMarketingHRFinancials Problem Gap Analysis 49 Marketing 6.9% awareness Image: sales-focused, boring, bad pay Human Resources Interest: 62% low, high or very high interest level 300 jobs created since 2007 Lack of bilingual candidates and English training Current Marketing Increase awareness to 20% Highlight industry human, innovative, and responsibility sides Human Resources Increase interest by 15% Increase comfort with bilingualism (via internal survey) Desired

50. J Problem/MandateMarketingHRFinancials Overview Objectives 50 Marketing Human Resources Financial

51. J Strategic Consultation Engagement for Puissance Onze Meeting a Growing Industry’s Needs Engagement proposal presented to you by Jade Consulting LLC® – Jesse Dunn, Drew Morash, and Jaclyn Tokarewicz Presentation Delivered on Saturday, January 9, 2016

52. Jade Consulting LLC®