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Div sit &Incl
                                                    er y     usion




U BS gend er initiative and learning points
Fiona Pargeter
G lobal D iversity & Inclusion Program Manager
M aria-Angelica Perez
H ead of D iversity & Inclusion E ME A



21 J 20
   une 12
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Background : U BS

H ead quartered in Switzerland , U BS d raws on its 1 50-year heritage
to serve private, institutional and corporate clients world wid e
through wealth m anagem ent, investm ent banking and asset
m anagem ent businesses, as well as retail clients in Switzerland .

                                                  • Offices in ov 50counties, empl
                                                                 er     r        oying
                                                    a oximael
                                                     ppr t y
                                                    66,0 0peopl
                                                         0        e
                                                  • L ed on SIXSw E nge a t NewY k
                                                     ist         iss xcha nd he or
                                                    St E nge (“NY ”)
                                                      ock xcha       SE




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Background : Project D onna gend er initiative

           • Meritocracy aone did nota rt be w kinga itshoul
                          l           ppea o or s          d
           • Feedback fr UBSw in t UK
                        om   omen he
   Why?    • Int na gl lresearch pr ecton w tis needed t furherr a w a UBS
               er l oba            oj      ha          o t et in omen t
           • Inventory ofcurentgenderfocused a iv ies byfunct /business aea
                           r                  ct it         ion          r


           • Project Donna is cr t
                                eaed
           • Chairman a CEO EMEA UBS, sponsor t Pr ectDonnapil in E E , afiv yea compr
                       nd                    s he oj         ot M A e r               ehensiv pr a ofinit t es
                                                                                             e ogr mme  iaiv
           • T pil cov s albusiness div
              he ot er l               isions in t UK, France, a Germany
                                                 he             nd
   Wt
   ha?


           • L unched in June 2009
              a
           • Ov next2.5 yeas ea componentis designed a impl ed in st ges
               er          r ch                       nd ement     a


   When?




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Project D onna vision and objective



    U ltim ate vision                         O bjective

    A culture, with processes to support      Increase proportion of wom en at
    it, in which m en and wom en thrive       every level within U BS.
    equally in their careers, where gend er
    d ifferences are a strength, and where
    d ifferent approaches allow us to
    im prove our service to clients and our
    bottom line.




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Project D onna philosophy

Project Donna IS NOT …
• A pol ica corect
   bout it l r ness
• A posit e discr t
   bout iv       iminaion
• Ashor t m init t e
       t er iaiv



Project Donna IS …
• A fulya
   bout l ccessinga ut ising t t t l pool
                   nd il he op aent
• A commer lcommon sense
   bout   cia
• A good ma gementpr ct
   bout    na       a ice
• A aunique opporunit t differ iae our v a ma our v mor ata iv t t t l
   bout          t yo         ent t sel es nd ke sel es e tr ct e o op aent



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Project D onna: focus of tod ay’s session

Four components of Project Donna will be covered today
• Sponsorship
• E t a a aeness
   ducaion nd w r
• E ncing maer ysuppor
   nha      t nit     t
• Pr ing a dev oping fl e w king
    omot nd el        exibl or




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                                                                                                                   Sponsors


Sponsors
Why is sponsorship part of Project Donna?


R r ¹ show
 eseach   s:

• Pr ession t ough a or nizaion ca be mor ea yma ged ifyou ha e asponsor someone w is a
    ogr     hr      n ga t n             e sil na            v          —         ho
  pr ct e a ocae
    oa iv dv t
• A gr t tfinds it fin t minor yis l l yt ha e
   ny oup ha     sel he       it ess ikel o v
  naur lsponsor
    ta         s
• Har d Business Review highl ed t impora ofsponsor not t tmen ha e mor sponsor t n
     var                    ight he     t nce      s, ing ha     v e           s ha
  women, a t efor mor pr ions a caeer opporunit
          nd her e e omot nd r             t ies




Not
  e:
1    F exa e, “T SponsorE ”— aCent forT l Innov t st publ by
      or mpl he            ffect      er aent aion udy ished
     Hav r Business R iew 12 J nuay20
       r ad          ev , a r 11



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                                                                                                              Sponsors


Sponsors
Project Donna sponsors


• E ch female ED/MD in t pil aea l t w lbe provided w h
   a                   he ot r s/ocaions il          it
  a sponsor

• T obj iv oft sponsorw lpr r ybe t a a a advocate fort sponsee, a w la t seek out
   he ect es he        il imail o ct s n              he          s el s o
  development a “visibility” opportunities
                nd

• A sponsor is different from a mentor


• Sponsor training/information sessions offer t ev yone inv v in Pr ectDonna
                                             ed o er       ol ed oj




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                                                                                                    Sponsors


Sponsors



    He w s ar la ocae forme a demonstaed his fa h in me t ot
         a ea dv t             nd        rt        it       o her
“   seniorst kehol s. He ga e me a opporunit t shine— he suppored me
           a der           v      n     t yo
    a inv ed in me a I made sure I didn't let him down.
     nd est          nd
                                                               t




  M W n a UBS
   D oma t
                                                                       ”

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Awareness raising: unconscious bias
Introduced unconscious bias workshops to senior managers
                                                                                                                                       • T w kshop pr ide ma ger w h t t s r ed
                                                                                                                                          he or      ov     na s it he ool equir
                                                                                                                                         t ma better decisions regarding
                                                                                                                                          o ke
                                                                                                                                         their people
                                                                                                                     E t a a aeness
                                                                                                                      ducaion nd w r
                                                                                                                                       • Workshop covers:
                                    Business ca a v
                                               se nd ision                                                                               −   w w ae bia
                                                                                                                                              hy e r sed
                                         — getbuy- in        E t a a aeness
                                                              ducaion nd w r

                                                                                                                                         −
                                                             forma ger a w
                                                                  na s nd omen
                                                                                   Indiv lDev opmentPl ns
                                                                                        idua el          a
                                                                                                                                             impa ofbia
                                                                                                                                                 ct    s
                                                                                                                                         −
                                                                                             (“IDPs”)
                  Focus on data                                                         forfemae M E
                                                                                                 l Ds/Ds                                     reducingbias
                                                                                                                                         −   ca st
                                                                                                                                               se udies
Cr te a r iewmor
  ea nd ev
      in-
        depth
                e
                                                                                                  E ncingmaer y
                                                                                                   nha       t nit                       −   t a r skils
                                                                                                                                             r nsfering l
      daacuts
        t                                                                                              support

                      Driving cultural
                          change
                                                                              Support
                                                                              retention
                                                                                                                                       • W kshops ae r a t st r ofoura l
                                                                                                                                          or       r un t he at       nnua
                                                                                                       Dev op
                                                                                                         a
                                                                                                           el
                                                                                                           nd
                                                                                                                                         performance management process,
     Setgoas
           l                                                                                           promote
                                                                                                      fl it
                                                                                                        exibil y                         w e
                                                                                                                                          her
                                                                                                        aw k
                                                                                                         t or
                                                                                                                                         t folow t ke pl ce:
                                                                                                                                         he l ing a a
                                                                                           Sponsors
               T ee monthl r iew
                hr       y ev s
                   ofpr ess
                       ogr
                                                                                         foralfemae
                                                                                             l l
                                                                                           M E
                                                                                             Ds/Ds
                                                                                                                                         −   per ma ev l t
                                                                                                                                                for nce auaions
                                                                                                                                         −
                                                                                           a key
                                                                                            nd
                                                                                             tl
                                                                                             aent                                            pr ion decisions
                                                                                                                                               omot
                                   Ca a pr
                                     mpus nd ofessional
                                                             E ge men— cha
                                                              nga         mpions
                                        r uiting
                                         ecr
                                                                                                                                         −   compensaion decisions
                                                                                                                                                     t
                                                                                                                                         −   obj iv seting
                                                                                                                                               ect e t



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Extension of unconscious bias offering
Additional application & integration across the entire employee experience


                                                        Insight video: All ma ger
                                                                        l ine na s
                                                        (gl l
                                                          oba)
                                                        Mid year                                                             Commercial
                                                        development                                                          linkage
                       Workshops for key
                       talent: Ga t in
                                  r duaes               discussions/                                                         Workshop &
                       sel ed business funct
                          ect              ions         talent review                                                        coaching: “Ca aizing on
                                                                                                                                            pit l
                       (gl l
                         oba)
                                                                                    Core cycle
                                                                                                                             div se a unt pped maket
                                                                                                                                er nd a           r s”
                                                                                    Workshops t r ing senior l &HR
                                                                                                 aget       , ine            forFinancial Advisors
                       Early career                                                 ma ger (gl l
                                                                                      na s oba)                              (UK)
                       development                                                  Integration of unconscious bias
   Workshops:                                     Mid career
                                                                                    concepts into materials:
   Professiona &ca
              l mpus                              development
   recruiting                                                                       –   per ma ma gement(gl l
                                                                                           for nce na     oba)
                                                  Workshops for key
   function (UK)                                                                    –   M pr ion ev s (r
                                                                                         D omot ent egiona ev
                                                                                                          l ents)
                                                  talent: curent&aumni mid
                                                             r      l
                                                  l elkeyt l , alfunct (UK)
                                                   ev     aent l      ions
   Recruiting
                                                                                    Promotion workshop:
                                                                                    alpr ees in sel ed business funct (UK)
                                                                                     l omot       ect               ion



                                                  Leadership & Talent training courses
                            Int aion ofunconscious bia concept int alLeadership & Talent offer fr ent yl t l der(gl l
                              egr t                   s      s ol                             ings, om r evel o ea oba)




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U nconscious bias workshops feed back


    R eshingl dir , cl ra r l ic— nott pol ical corect a essiv
     efr     y ect ea nd eaist            he it ly r , ggr e
“   a oa t tI ha e exper
     ppr ch ha v        ienced in simil rsit t w I ha e w ked in US
                                      a uaions hen v or
    ba Useful simpl messa a t t t ke a a a putint pr ct
      nks.    ,    e     ges nd ips o a w y nd        o a ice.



      At
       tendee a Unconscious Bia w kshop
               t               s or
                                                                       ”
    I found itbot r eaing a aaming! It ha afunda a impa on howI t
                h ev l nd l r        's d       ment l ct       hink
“   a pr ion, per ma a comp decisions …
      bout omot       for nce nd


      At
       tendee a Unconscious Bia w kshop
               t               s or
                                                                       ”
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L ead ership workshops for senior fem ales
The aim was to provide an offering to senior women in the organization which would:



• Be somet specia t demonstae t impora ofseniorw t UBS
         hing    lo       r t he     t nce      omen o
• Offersomet r ev nta int est
           hing el a nd er ing
• Pr ide a opporunit t l a l der fr afemae per iv
    ov n        t y o ook t ea ship om   l spect e
• G e t a spa forr ect a per ll der dev opment
   iv ime nd ce efl ion nd sona ea ship el
• E bl net or a cr t l st cr business r aionships
   na e w king nd eae a ing oss-       el t




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L ead ership workshops for senior fem ales
The McKinsey model of Centered Leadership includes five elements

• Meaning
  – t sense ofmea is w tinspir l der guides t caeer sust ins theiropt
     he           ning ha     es ea s,      heir r s, a             imism, gener t posit e emot a ena es t t l d in cr t e a
                                                                                aes iv        ions, nd bl hem o ea eaiv nd
    profound w ys
              a
• Energising (managing energy)
  – t succeed l t m a t a
    o         ong-er nd o ccommodae fa ya communit r
                                  t mil nd       y esponsibil ies, l der l r t ma ge t ener r v a t t p int fl
                                                            it ea s ean o na heir gy eser es nd o a o ow
• Engaging
  – successfull der t ke ow ship foropporunit aongw h r T ha e av a t use it T e aso a pt e a cola aiv
              ea s a ner                 t ies l it isks. hey v oice nd hey . hey’r l da iv nd l bor t e
• Connecting
  – nobodydoes itaone. L der ma mea
                  l     ea s ke ningfulconnect t dev op sponsor a folow ship, colea a supporer w w r h a huma y
                                             ions o el         ship nd l er      l gues nd  t s, ith amt nd  nit
• Framing (positive framing)
  – t sust in t
    o a hemsel es on t pah t l der a t funct a l der peopl mustv sit t cl ry, a oidingdow ad spir l in or t mov
                v     he t o ea ship nd o ion s ea s,    e      iew uaions eal v         nw r as, der o e
    a d a cr t sol ions
     hea nd eae ut




         R ence: T M
          efer    he cKinseyL der Pr ect
                             ea ship oj


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L ead ership workshops for senior fem ales
Centered Leadership (“CL”) approach at UBS



• Dur 20 , intoduct ysessions w e r forE M w
     ing 10 r or               er un D/ D omen, w cov ed alfiv el s ofCL(M ning, Fr ming, E gising,
                                                 hich er l e ement        ea       a       ner
  Connect E ging)
        ing, nga
  – a under a oft r r on w tma seniorw successfula howea patoft CLmodelca unl higherper ma
     n     st nding he eseach ha kes  omen        nd    ch r he          n ock         for nce
  – deepersel w r ofcurentst engt a ga t ough sel ainga
              f-a aeness r r hs nd ps, hr       f-r t nd
    guided r ect
            efl ion
  – a opporunit t sur ce deepermindset t tma be bl
     n     t y o fa                  s ha y ockingper ma
                                                     for nce
  – insight a pr ct lt s t a yt da yw k a caeerpl nning
          s nd a ica ool o ppl o il or nd r a
  – per lcommit s t t ke ba int w k
       sona   ment o a ck o or

• Dur 20 deeperdiv w kshops focused on t ee oft fiv element
     ing 11,           e or            hr     he e        s
  (M ning, F a E ging)
    ea      r ming, nga
• Coa cir es w e aso intoduced
     ching cl er l r




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C entered L ead ership feed back


    I found itt be t mosthel softskils cour I ha e at
              o he         pful - l se v tended bysome
“   magin, bot fr apr
        r      h om ofessiona a aper lper iv
                               l nd     sona spect e.


       Seniorw n, Cent ed Lea ship w kshop
              oma    er      der    or
                                                          ”
    T pr a excit a inv aed me— somet I w s notexpect It
     he ogr m ed nd igor t         hing a          ing.
“   w s …enga a per l…I t a a ahuge a
      a      ging nd sona ook w y
    hour a a so pl sed I at
        s nd m ea         tended.
                                       mountfr t few
                                              om he




       Seniorw n, Cent ed Lea ship w kshop
              oma    er      der    or
                                                          ”
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                                                                                                                      maer
                                                                                                                         t nity
                                                                                                                       support

Enhancing m aternity support

• Maternity support coaching (group and individual)
  – ha been in pl ce in t UKsince 20 6
      s         a he                0
  – r l outin Fr nce a ext
     oled       a nd ended t l t m l v (sa t l
                           o ong er ea e bbaicas)
• Line manager maternity briefing sessions
  – nowma t yin t UK. T is forall ma ger w ha e a empl going on maer yl v
         ndaor he      his     l ine na s ho v n oyee             t nit ea e
  – l ma gercoa /br
    ine na     ching iefings r l outin F a
                              oled      r nce
• Maternity checklists
  – t e ae fourcheckl s for l ma ger a fiv checkl s fort empl st ring fr t momentHR is infor
     her r          ist ine na s nd e           ist he oyee, at om he                       med
    oft pr ncyt a ert empl ha r ur t w k folow maer yl v T checkl s ae init lyforUK
       he egna o ft he oyee s et ned o or l ing t nit ea e. he              ist r ial
    employees onl
                y
  – ext
      ended t ot r
            o her egions
• New Dads workshops




                                                                                                                                         17
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                                                                                       pr e
                                                                                         omot
                                                                                      fl ity
                                                                                        exibil

D evelop and prom ote flexibility at work                                               aw k
                                                                                         t or




• Patofgenderinit t e, at
    r           iaiv lhough impa s bot mae a femae empl
                                ct h l nd l           oyees

• Fexibl v smatw king
   l e s. r or

• Constuct anewbuil (20
      r ing       ding 16)

• W hin r ofPr ectDonnapr r yfocusingon
   it emit oj            imail
  – l ma gerw kshops
    ine na or
  – t kit forHR l ma gera empl
    ool s      , ine na nd oyees




                                                                                                          18
Dev op
                                                                                           el
                                                                                          a elop
                                                                                          Dev
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                                                                                           pr e esent t
                                                                                            vomot
                                                                                          pr e
                                                                                            omot
                                                                                       fexibil y
                                                                                        l flexibility
                                                                                                it

Flexible / sm art working workshop                                                      a a or k
                                                                                          twwk
                                                                                             t or




• Tr a
  aget udience— l ma ger in pil aea
                ine na s ot r s
• T w kshop inv es ma ger t discuss, expl e a shae exper
   he or       it na s o                or nd r         ience
• Itdiscusses a chal
               nd lenges at udes a bel ofma ger a t w kingculur
                          tit     nd iefs  na s nd he or    te
• Itpr ides ma ger w h pr ct lr ll exa es a pr ct l“howt st
      ov      na s it a ica ea ife mpl nd a ica        o” eps
• Workshop covers
  – definit incl for lv infor lfl w king
          ions uding ma s. ma ex or
  – benefit a bar s
          s nd rier
  – ma gementexer a ca st
      na         cises nd se udies
  – modelforimpl ing fl w king
               ement ex or
  – nextst a a ions
         eps nd ct




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Any questions?




?


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DISCLAIMER

By accepting this document, the recipient agrees to be bound by the following obligations and limitations.

T pr
 his esentaion ha been pr r byUBSA a orit subsidiaies, br nches ora iaes (t her “UBS”)fort excl e use oft pat t w UBSdel er t pr aion (t “R
           t s           epaed     G nd/ s        r a              ffil t oget ,         he usiv        he ry o hom      iv s his esent t he ecipient T infor t in t pr aion ha been obt ined fr t R
                                                                                                                                                    ”). he maion his esent t s              a       om he ecipienta ot publ ya a a e sour a ha notbeen independentyv ified byUBSora ofit dir or officer empl
                                                                                                                                                                                                                   nd her icl v il bl ces nd s                    l er               ny s ect s,       s, oyees, a s, r esent t es ora iser or
                                                                                                                                                                                                                                                                                                                  gent epr aiv        dv s
a ot per No r esent t w ra orundera expr orimpl is orw lbe giv byUBSorit dir or officer empl
 ny her son. epr aion, ar nty           t king, ess          ied,       il   en         s ect s,    s, oyees a ora s a t orin r aion t t a a compl eness, r ia it orsuf
                                                                                                               nd/ gent s o      el t o he ccur cy,  et     el bil y  ficiencyoft infor tion cont ined in t pr aion ora t t r sona eness ofa a
                                                                                                                                                                                he ma           a         his esent t    s o he ea bl       ny ssumpt cont ined t ein, a t the ma
                                                                                                                                                                                                                                                    ion a her nd o               ximum ext per t byl wa exceptin t ca offr ud, UBSa ea ofit
                                                                                                                                                                                                                                                                                         ent mited a nd            he se a          nd ch s
dir or officer empl
   ect s,     s, oyees a a s expr ydiscl im a l bil yw ma aise fr t pr a a a eror cont ined t ein a oromissions t efr orfr a use ofthe cont s oft pr aion.
                           nd gent essl  a ny ia it hich y r om his esent tion nd ny r s a her nd/                         her om om ny              ent his esent t

T pr
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           t       d        egaded he ecipienta asubst ut fort exer ofit ow j
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                                                                              nd he ecipientis expect to r yon it ow due dil
                                                                                                    ed el s n              igence ifitw t pr
                                                                                                                                       ishes o oceed fur .
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T v l t pr ect est t for st t r s, pr
 he auaions, oj ions, imaes, eca s, aget ospect r ur a oropinions cont ined her inv v el s ofsubj ive j
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© UBS 2012. All rights reserved. UBS specifically prohibits the redistribution of this material and accepts no liability whatsoever for the actions of third parties in this respect.




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Ubs gender initiative_icon handout

  • 1. Div sit &Incl er y usion U BS gend er initiative and learning points Fiona Pargeter G lobal D iversity & Inclusion Program Manager M aria-Angelica Perez H ead of D iversity & Inclusion E ME A 21 J 20 une 12
  • 2. noronc [pr t inted: ____] [sa ed: ____] Pr aion2 v esent t Background : U BS H ead quartered in Switzerland , U BS d raws on its 1 50-year heritage to serve private, institutional and corporate clients world wid e through wealth m anagem ent, investm ent banking and asset m anagem ent businesses, as well as retail clients in Switzerland . • Offices in ov 50counties, empl er r oying a oximael ppr t y 66,0 0peopl 0 e • L ed on SIXSw E nge a t NewY k ist iss xcha nd he or St E nge (“NY ”) ock xcha SE 2
  • 3. noronc [pr t inted: ____] [sa ed: ____] Pr aion2 v esent t Background : Project D onna gend er initiative • Meritocracy aone did nota rt be w kinga itshoul l ppea o or s d • Feedback fr UBSw in t UK om omen he Why? • Int na gl lresearch pr ecton w tis needed t furherr a w a UBS er l oba oj ha o t et in omen t • Inventory ofcurentgenderfocused a iv ies byfunct /business aea r ct it ion r • Project Donna is cr t eaed • Chairman a CEO EMEA UBS, sponsor t Pr ectDonnapil in E E , afiv yea compr nd s he oj ot M A e r ehensiv pr a ofinit t es e ogr mme iaiv • T pil cov s albusiness div he ot er l isions in t UK, France, a Germany he nd Wt ha? • L unched in June 2009 a • Ov next2.5 yeas ea componentis designed a impl ed in st ges er r ch nd ement a When? 3
  • 4. noronc [pr t inted: ____] [sa ed: ____] Pr aion2 v esent t Project D onna vision and objective U ltim ate vision O bjective A culture, with processes to support Increase proportion of wom en at it, in which m en and wom en thrive every level within U BS. equally in their careers, where gend er d ifferences are a strength, and where d ifferent approaches allow us to im prove our service to clients and our bottom line. 4
  • 5. noronc [pr t inted: ____] [sa ed: ____] Pr aion2 v esent t Project D onna philosophy Project Donna IS NOT … • A pol ica corect bout it l r ness • A posit e discr t bout iv iminaion • Ashor t m init t e t er iaiv Project Donna IS … • A fulya bout l ccessinga ut ising t t t l pool nd il he op aent • A commer lcommon sense bout cia • A good ma gementpr ct bout na a ice • A aunique opporunit t differ iae our v a ma our v mor ata iv t t t l bout t yo ent t sel es nd ke sel es e tr ct e o op aent 5
  • 6. noronc [pr t inted: ____] [sa ed: ____] Pr aion2 v esent t Project D onna: focus of tod ay’s session Four components of Project Donna will be covered today • Sponsorship • E t a a aeness ducaion nd w r • E ncing maer ysuppor nha t nit t • Pr ing a dev oping fl e w king omot nd el exibl or 6
  • 7. noronc [pr t inted: ____] [sa ed: ____] Pr aion2 v esent t Sponsors Sponsors Why is sponsorship part of Project Donna? R r ¹ show eseach s: • Pr ession t ough a or nizaion ca be mor ea yma ged ifyou ha e asponsor someone w is a ogr hr n ga t n e sil na v — ho pr ct e a ocae oa iv dv t • A gr t tfinds it fin t minor yis l l yt ha e ny oup ha sel he it ess ikel o v naur lsponsor ta s • Har d Business Review highl ed t impora ofsponsor not t tmen ha e mor sponsor t n var ight he t nce s, ing ha v e s ha women, a t efor mor pr ions a caeer opporunit nd her e e omot nd r t ies Not e: 1 F exa e, “T SponsorE ”— aCent forT l Innov t st publ by or mpl he ffect er aent aion udy ished Hav r Business R iew 12 J nuay20 r ad ev , a r 11 7
  • 8. noronc [pr t inted: ____] [sa ed: ____] Pr aion2 v esent t Sponsors Sponsors Project Donna sponsors • E ch female ED/MD in t pil aea l t w lbe provided w h a he ot r s/ocaions il it a sponsor • T obj iv oft sponsorw lpr r ybe t a a a advocate fort sponsee, a w la t seek out he ect es he il imail o ct s n he s el s o development a “visibility” opportunities nd • A sponsor is different from a mentor • Sponsor training/information sessions offer t ev yone inv v in Pr ectDonna ed o er ol ed oj 8
  • 9. noronc [pr t inted: ____] [sa ed: ____] Pr aion2 v esent t Sponsors Sponsors He w s ar la ocae forme a demonstaed his fa h in me t ot a ea dv t nd rt it o her “ seniorst kehol s. He ga e me a opporunit t shine— he suppored me a der v n t yo a inv ed in me a I made sure I didn't let him down. nd est nd t M W n a UBS D oma t ” 9
  • 10. noronc [pr t inted: ____] [saE ____] Pr aion2 vduca ed: tion esent t and a aeness wr Awareness raising: unconscious bias Introduced unconscious bias workshops to senior managers • T w kshop pr ide ma ger w h t t s r ed he or ov na s it he ool equir t ma better decisions regarding o ke their people E t a a aeness ducaion nd w r • Workshop covers: Business ca a v se nd ision − w w ae bia hy e r sed — getbuy- in E t a a aeness ducaion nd w r − forma ger a w na s nd omen Indiv lDev opmentPl ns idua el a impa ofbia ct s − (“IDPs”) Focus on data forfemae M E l Ds/Ds reducingbias − ca st se udies Cr te a r iewmor ea nd ev in- depth e E ncingmaer y nha t nit − t a r skils r nsfering l daacuts t support Driving cultural change Support retention • W kshops ae r a t st r ofoura l or r un t he at nnua Dev op a el nd performance management process, Setgoas l promote fl it exibil y w e her aw k t or t folow t ke pl ce: he l ing a a Sponsors T ee monthl r iew hr y ev s ofpr ess ogr foralfemae l l M E Ds/Ds − per ma ev l t for nce auaions − a key nd tl aent pr ion decisions omot Ca a pr mpus nd ofessional E ge men— cha nga mpions r uiting ecr − compensaion decisions t − obj iv seting ect e t 10
  • 11. noronc [pr t inted: ____] [saE ____] Pr aion2 vduca ed: tion esent t and a aeness wr Extension of unconscious bias offering Additional application & integration across the entire employee experience Insight video: All ma ger l ine na s (gl l oba) Mid year Commercial development linkage Workshops for key talent: Ga t in r duaes discussions/ Workshop & sel ed business funct ect ions talent review coaching: “Ca aizing on pit l (gl l oba) Core cycle div se a unt pped maket er nd a r s” Workshops t r ing senior l &HR aget , ine forFinancial Advisors Early career ma ger (gl l na s oba) (UK) development Integration of unconscious bias Workshops: Mid career concepts into materials: Professiona &ca l mpus development recruiting – per ma ma gement(gl l for nce na oba) Workshops for key function (UK) – M pr ion ev s (r D omot ent egiona ev l ents) talent: curent&aumni mid r l l elkeyt l , alfunct (UK) ev aent l ions Recruiting Promotion workshop: alpr ees in sel ed business funct (UK) l omot ect ion Leadership & Talent training courses Int aion ofunconscious bia concept int alLeadership & Talent offer fr ent yl t l der(gl l egr t s s ol ings, om r evel o ea oba) 11
  • 12. noronc [pr t inted: ____] [saE ____] Pr aion2 vduca ed: tion esent t and a aeness wr U nconscious bias workshops feed back R eshingl dir , cl ra r l ic— nott pol ical corect a essiv efr y ect ea nd eaist he it ly r , ggr e “ a oa t tI ha e exper ppr ch ha v ienced in simil rsit t w I ha e w ked in US a uaions hen v or ba Useful simpl messa a t t t ke a a a putint pr ct nks. , e ges nd ips o a w y nd o a ice. At tendee a Unconscious Bia w kshop t s or ” I found itbot r eaing a aaming! It ha afunda a impa on howI t h ev l nd l r 's d ment l ct hink “ a pr ion, per ma a comp decisions … bout omot for nce nd At tendee a Unconscious Bia w kshop t s or ” 12
  • 13. noronc [pr t inted: ____] [saE ____] Pr aion2 vduca ed: tion esent t and a aeness wr L ead ership workshops for senior fem ales The aim was to provide an offering to senior women in the organization which would: • Be somet specia t demonstae t impora ofseniorw t UBS hing lo r t he t nce omen o • Offersomet r ev nta int est hing el a nd er ing • Pr ide a opporunit t l a l der fr afemae per iv ov n t y o ook t ea ship om l spect e • G e t a spa forr ect a per ll der dev opment iv ime nd ce efl ion nd sona ea ship el • E bl net or a cr t l st cr business r aionships na e w king nd eae a ing oss- el t 13
  • 14. noronc [pr t inted: ____] [saE ____] Pr aion2 vduca ed: tion esent t and a aeness wr L ead ership workshops for senior fem ales The McKinsey model of Centered Leadership includes five elements • Meaning – t sense ofmea is w tinspir l der guides t caeer sust ins theiropt he ning ha es ea s, heir r s, a imism, gener t posit e emot a ena es t t l d in cr t e a aes iv ions, nd bl hem o ea eaiv nd profound w ys a • Energising (managing energy) – t succeed l t m a t a o ong-er nd o ccommodae fa ya communit r t mil nd y esponsibil ies, l der l r t ma ge t ener r v a t t p int fl it ea s ean o na heir gy eser es nd o a o ow • Engaging – successfull der t ke ow ship foropporunit aongw h r T ha e av a t use it T e aso a pt e a cola aiv ea s a ner t ies l it isks. hey v oice nd hey . hey’r l da iv nd l bor t e • Connecting – nobodydoes itaone. L der ma mea l ea s ke ningfulconnect t dev op sponsor a folow ship, colea a supporer w w r h a huma y ions o el ship nd l er l gues nd t s, ith amt nd nit • Framing (positive framing) – t sust in t o a hemsel es on t pah t l der a t funct a l der peopl mustv sit t cl ry, a oidingdow ad spir l in or t mov v he t o ea ship nd o ion s ea s, e iew uaions eal v nw r as, der o e a d a cr t sol ions hea nd eae ut R ence: T M efer he cKinseyL der Pr ect ea ship oj 14
  • 15. noronc [pr t inted: ____] [saE ____] Pr aion2 vduca ed: tion esent t and a aeness wr L ead ership workshops for senior fem ales Centered Leadership (“CL”) approach at UBS • Dur 20 , intoduct ysessions w e r forE M w ing 10 r or er un D/ D omen, w cov ed alfiv el s ofCL(M ning, Fr ming, E gising, hich er l e ement ea a ner Connect E ging) ing, nga – a under a oft r r on w tma seniorw successfula howea patoft CLmodelca unl higherper ma n st nding he eseach ha kes omen nd ch r he n ock for nce – deepersel w r ofcurentst engt a ga t ough sel ainga f-a aeness r r hs nd ps, hr f-r t nd guided r ect efl ion – a opporunit t sur ce deepermindset t tma be bl n t y o fa s ha y ockingper ma for nce – insight a pr ct lt s t a yt da yw k a caeerpl nning s nd a ica ool o ppl o il or nd r a – per lcommit s t t ke ba int w k sona ment o a ck o or • Dur 20 deeperdiv w kshops focused on t ee oft fiv element ing 11, e or hr he e s (M ning, F a E ging) ea r ming, nga • Coa cir es w e aso intoduced ching cl er l r 15
  • 16. noronc [pr t inted: ____] [saE ____] Pr aion2 vduca ed: tion esent t and a aeness wr C entered L ead ership feed back I found itt be t mosthel softskils cour I ha e at o he pful - l se v tended bysome “ magin, bot fr apr r h om ofessiona a aper lper iv l nd sona spect e. Seniorw n, Cent ed Lea ship w kshop oma er der or ” T pr a excit a inv aed me— somet I w s notexpect It he ogr m ed nd igor t hing a ing. “ w s …enga a per l…I t a a ahuge a a ging nd sona ook w y hour a a so pl sed I at s nd m ea tended. mountfr t few om he Seniorw n, Cent ed Lea ship w kshop oma er der or ” 16
  • 17. noronc [pr t vE ncing esent t nha inted: ____] [sa ed: ____] Pr aion2 maer t nity support Enhancing m aternity support • Maternity support coaching (group and individual) – ha been in pl ce in t UKsince 20 6 s a he 0 – r l outin Fr nce a ext oled a nd ended t l t m l v (sa t l o ong er ea e bbaicas) • Line manager maternity briefing sessions – nowma t yin t UK. T is forall ma ger w ha e a empl going on maer yl v ndaor he his l ine na s ho v n oyee t nit ea e – l ma gercoa /br ine na ching iefings r l outin F a oled r nce • Maternity checklists – t e ae fourcheckl s for l ma ger a fiv checkl s fort empl st ring fr t momentHR is infor her r ist ine na s nd e ist he oyee, at om he med oft pr ncyt a ert empl ha r ur t w k folow maer yl v T checkl s ae init lyforUK he egna o ft he oyee s et ned o or l ing t nit ea e. he ist r ial employees onl y – ext ended t ot r o her egions • New Dads workshops 17
  • 18. Dev op el noronc [pr t v a nd inted: ____] [sa ed: ____] Pr aion2 esent t pr e omot fl ity exibil D evelop and prom ote flexibility at work aw k t or • Patofgenderinit t e, at r iaiv lhough impa s bot mae a femae empl ct h l nd l oyees • Fexibl v smatw king l e s. r or • Constuct anewbuil (20 r ing ding 16) • W hin r ofPr ectDonnapr r yfocusingon it emit oj imail – l ma gerw kshops ine na or – t kit forHR l ma gera empl ool s , ine na nd oyees 18
  • 19. Dev op el a elop Dev nd noronc [pr t and inted: ____] [sa ed: ____] Pr aion2 pr e esent t vomot pr e omot fexibil y l flexibility it Flexible / sm art working workshop a a or k twwk t or • Tr a aget udience— l ma ger in pil aea ine na s ot r s • T w kshop inv es ma ger t discuss, expl e a shae exper he or it na s o or nd r ience • Itdiscusses a chal nd lenges at udes a bel ofma ger a t w kingculur tit nd iefs na s nd he or te • Itpr ides ma ger w h pr ct lr ll exa es a pr ct l“howt st ov na s it a ica ea ife mpl nd a ica o” eps • Workshop covers – definit incl for lv infor lfl w king ions uding ma s. ma ex or – benefit a bar s s nd rier – ma gementexer a ca st na cises nd se udies – modelforimpl ing fl w king ement ex or – nextst a a ions eps nd ct 19
  • 20. noronc [pr t inted: ____] [sa ed: ____] Pr aion2 v esent t Any questions? ? 20
  • 21. noronc [pr t inted: ____] [sa ed: ____] Pr aion2 v esent t DISCLAIMER By accepting this document, the recipient agrees to be bound by the following obligations and limitations. T pr his esentaion ha been pr r byUBSA a orit subsidiaies, br nches ora iaes (t her “UBS”)fort excl e use oft pat t w UBSdel er t pr aion (t “R t s epaed G nd/ s r a ffil t oget , he usiv he ry o hom iv s his esent t he ecipient T infor t in t pr aion ha been obt ined fr t R ”). he maion his esent t s a om he ecipienta ot publ ya a a e sour a ha notbeen independentyv ified byUBSora ofit dir or officer empl nd her icl v il bl ces nd s l er ny s ect s, s, oyees, a s, r esent t es ora iser or gent epr aiv dv s a ot per No r esent t w ra orundera expr orimpl is orw lbe giv byUBSorit dir or officer empl ny her son. epr aion, ar nty t king, ess ied, il en s ect s, s, oyees a ora s a t orin r aion t t a a compl eness, r ia it orsuf nd/ gent s o el t o he ccur cy, et el bil y ficiencyoft infor tion cont ined in t pr aion ora t t r sona eness ofa a he ma a his esent t s o he ea bl ny ssumpt cont ined t ein, a t the ma ion a her nd o ximum ext per t byl wa exceptin t ca offr ud, UBSa ea ofit ent mited a nd he se a nd ch s dir or officer empl ect s, s, oyees a a s expr ydiscl im a l bil yw ma aise fr t pr a a a eror cont ined t ein a oromissions t efr orfr a use ofthe cont s oft pr aion. nd gent essl a ny ia it hich y r om his esent tion nd ny r s a her nd/ her om om ny ent his esent t T pr his esentaion shoul notbe r r byt R t d egaded he ecipienta asubst ut fort exer ofit ow j s it e he cise s n udgmenta t R nd he ecipientis expect to r yon it ow due dil ed el s n igence ifitw t pr ishes o oceed fur . ther T v l t pr ect est t for st t r s, pr he auaions, oj ions, imaes, eca s, aget ospect r ur a oropinions cont ined her inv v el s ofsubj ive j s, et ns nd/ a ein ol e ement ect udgmenta a l A opinions expr in t maer lae subj t cha w houtnot a ma differorbe contayt opinions expr byotherbusiness aea orgr ofUB a ar tofusingdiffer a nd naysis. ny essed his t ia r ect o nge it ice nd y rr o essed r s oups S s esul ent ssumpt a cr er . T pr aion ma conta for ad-ooking ions nd it ia his esent t y in w r l st t aements. UBSgiv no undera a is underno obl t t updae t for ad-ookingst t s forev s orcir a t toccursubsequentt the dae oft pr aion ort updae orkeep curenta oft inf maion cont ined her a t pr aion is notar esent tion byUBSt titw ldo so. A est t orpr ections a t ev s t tma occurin t fut e (incl pr ect ofr enue, expense, net es t king nd igaion o t hese w r l aement ent cumst nces ha o t his esent t o t r ny he or t a ein nd his esent t epr a ha il ny imaes oj s o ent ha y he ur uding oj ions ev income a stock per ma ae ba upon t bestj nd for nce) r sed he udgmentofUBSfr t infor t pr ided byt R om he maion ov he ecipienta ot publ ya il bl infor tiona oft dae oft pr aion. A st tement est t pr ect orot pr ae a ae onl a a t da oft pr aion. T e is no guaa ee t ta oft est t orpr ections w lbe a ed. A ua r t w lvayfr t pr ect a such nd her icl va a e ma s he t his esent t ny a s, imaes, oj ions her icing r ccur t y s t he te his esent t her r nt ha ny hese imaes oj il chiev ct l esuls il r om he oj ions nd v r t ma be maer l aiaions y t ia. Not cont ined her is, orshalbe r ied upon a apr hing a ein l el s, omise orr esent t a t t pa orfutur T pr aion spea a a t dae her (unl a eal dae is ot w indicaed in the pr aion)a in giv this pr aion, no obl t is undera a noris a r esentaion orundera giv bya per t pr ide t r epr aion s o he st e. his esent t ks s t he t eof ess n rier t her ise t esent t nd ing esent t igaion t ken nd ny epr t t king en ny son o ov he ecipientw h a iona infor t ort updae, r ise orr ffir t infor t it ddit l maion o t ev ea m he maion cont ined in t pr aion ort corecta ina a t ein w ma become a r . a his esent t o r ny ccur cies her hich y ppaent T pr his esentaion ha been pr r sol yforinfor t lpur a is nott be constued a asol t invit t ora offerbyUBSora ofits dir or officer empl t s epaed el maiona poses nd o r s icitaion, aion n ny ect s, s, oyees ora s t buyorsel a secur orr aed fina linstument ora oft a s, business orundera descr her T R gent o l ny ities el t ncia r s ny he sset t kings ibed ein. he ecipientshoul notconstue t cont s oft pr aion a l l t x, a d r he ent his esent t s ega, a ccount orinv menta ice oraper l ing est dv sona recommendaion. T R t he ecipientshoul consul it ow counsel t x a fina la iser a t l la r a mat s concer a ta ction descr her T pr aion does notpur tt be alincl e ort cont in aloft infor t t tt R d ts n , a nd ncia dv s s o ega nd el ted ter ning ny r nsa ibed ein. his esent t por o l- usiv o a l he maion ha he ecipientma r e. No inv ment div mentorotherfina ldecisions ora ions shoul be ba sol yon t infor t in t pr aion. y equir est , est ncia ct d sed el he maion his esent t T pr his esentaion ha been pr r on aconfident lba sol yfort use a benefitoft R t s epaed ia sis el he nd he ecipient Distibut oft pr aion t a per ot t n t R . r ion his esent t o ny son her ha he ecipienta t per r a t a ise t R nd hose sons et ined o dv he ecipient w a ee t ma a t confidentiait oft maer la be bound bythe l aions outined her is una hor T maer lmustnotbe copied, r oduced, publ , ho gr o int in he l y his t ia nd imit t l ein, ut ized. his t ia epr ished, dist ibut pa on ordiscl r ed, ssed osed (in w e orin pat t a ot per orused fora ot pur a a t w houtt pr witen consentofUBS; sa tha t R hol r) o ny her son ny her pose t ny ime it he ior r t ve t he ecipienta a ofit empl nd ny s oyees, r esent tiv orot a s ma discl t a a alper w houtl aion ofa kind, t t x teamenta ta stuct e oft tr nsa ion a alma ias ofa kind (incl opinions orot t x a l tha ae pr ided t t R epr a es, her gent y ose o ny nd l sons, it imit t ny he a r t nd x r ur he a ct nd l ter l ny uding her a nayses) t r ov o he ecipientr aingt el t o such t x teamenta t x st uct e. a r t nd a r ur Bya ingt pr a t R ccept his esent tion, he ecipienta l cknowedges a a ees t tUBSis a ing, a w la alt a , a a independentconta oron a am’s l ba a is nota ing, a w lnota , in a ot ca cit incl in afiduciayca cit w h r nd gr ha ct nd il t l imes ct s n r ct n r ength sis nd ct nd il ct ny her pa y, uding r pa y, it espectt t R o he ecipient UBSma onl be r r byyou a a ingon yourbehafa fina la iserorot w folow t execut ofa opr t document t . y y egaded s ct l s ncia dv her ise l ing he ion ppr iae aion bet een us on mut lysa ct yt ms. w ual tisfa or er UBSma fr t t t a pr lora , be inv v in aw r nge ofcommer lba a inv mentba a it gl ly(incl invest a isor a ma gement r r secur ies issua t a (cust a pr iet r a br a ha e l orshor posit in, orma t a orma amaketin a secur ies, curencies, fina linstument orot a s underyingt ta ct t w y om ime o ime, s incipa gent ol ed ide a cia nking nd est nking ctiv ies obal uding ment dv y, sset na , eseach, it nce, r ding omer nd opr ay) nd oker ge), v ong t ions y r de ke r ny it r ncia r s her sset l he r nsa ion o hich t pr his esentaion r aes. UB ba t el t S’s nking, ta a orhedginga iv ies ma ha e a impa on t pr ofthe underyinga a ma giv r t confl ing int est ordut UB ma pr ide ser ices t a memberoft sa gr a t R r ding nd/ ct it y v n ct he ice l sset nd y e ise o ict er s ies. S y ov v o ny he me oup s he ecipientora ot ent yorper (a“T d Pat enga in a ta ction (on it ow a ny her it son hir ry”), ge ny r nsa s n ccountorot w w h r her ise) it espectt t R o he ecipientoraT d Pat ora in r aion t a mat hir ry, ct el t o ny ter forit fora T d Pat not it a t tsuch ser ices, t a ct ora ions ma be a er t t R sel ny hir ry, w hst nding ha v r nsa ions ct y dv se o he ecipientora memberofit gr a UB ma r a forit ow benefita r aed r ny s oup, nd S y et in s n ny el t emuner t orpr . aion ofit T pr his esentaion ma cont in r ences t r r pr t y a efer o eseach oduced byUBS. R r is pr eseach oduced fort benefitoft fir inv ingcl s. T pr r obj iv ofea a l inthe r r depat ae: t a l t compa industr a counties t cov a for stt fina la economic per ma a ar t t for opinions on t v l a fut e beha iourofsecur ies issued byt compa t cov ; he he m’s est ient he imay ect es ch nayst eseach rment r o nayse he nies, ies nd r hey er nd eca heir ncia nd for nce; s esul, o m he aue nd ur v it he nies hey er a t conv t tinf maion t UBS’ inv ingcl s. E ch issueris cov ed byt R r Depat a it sol discr ion. T R r Depat pr nd o ey ha or t o est ient a er he eseach rment t s e et he eseach rment oduces r r independentyofot UBSbusiness aea a UBSA business gr eseach l her r s nd G oups. © UBS 2012. All rights reserved. UBS specifically prohibits the redistribution of this material and accepts no liability whatsoever for the actions of third parties in this respect. 21