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Human capital solutions focused on character and behavior
assessment and development to impact performance and
growth in the areas of:
        Recruitment
        Employee Development
        Succession Planning
   Reduce hiring practice risks and costs (15% - 40%)
   Assess character competencies and behavior traits in
    addition to job skills
   Expose the candidate’s degree of “fit” within an
    organization’s culture in advance of hiring
   Decrease turnover expenditures (minimize wrong hires)
   Minimize litigation for improper employee lawsuits
   Protect current board of directors and leadership team
    from ineffective employee practices



                                                             2
 Recruitment (Hiring The Right People)
   Hiring Costs (Advertising / Interviewing / Training)
   Applicant Selection (Skills / Character & Behavior / “Culture Fit”)
   Turnover (Expenses / Organizational Disruptions / Law Suits)
 Employee Development (Increasing Performance / Productivity)
   Building / Retaining Valuable Leadership
   Multi-Cultural / Diversity Issues (Acceptance of Common Values
    and Principles)
 Succession Planning (Preparing Future Leaders)
   Baby Boomer Talent Leak
       Loss of Workplace Knowledge (Job Skills)
       Loss of Wisdom / Mentoring / Values & Principles (Life Skills)
   Establish Promotional Blueprint

                                                                          3
Focused on Specific
Business Outcomes




                      4
    Prevention (Recruitment)…hire more people like your best people
     Better understand the “fit” of all candidates in advance of hiring
     Save time and money by reducing turnover

    Intervention (Development)…maximize your human capital assets
     Build a character-driven team
     Improve performance and productivity

    Retention (Succession Planning)…prepare your future leaders
     Ensure character and knowledge transfer
     Create bench strength for supporting growth



                                                                           5
• Review strategic objectives
• Determine business outcomes


           • Measures Key Performance Indicators
           • Determines degree of fit




               • Character/Behavior assessment
               • Recruitment/Development reports


     Getting The Right People On The Bus
                                                   6
• Manager-focused
                                      • Coaching-oriented



                  • Employee-focused
                  • Cost-effective delivery


 Team Alignment Effects Performance and Productivity

                                                            7
• Measurement of outcomes
                                 • 360° Performance reviews



                             • Continuous learning
                             • Technology enabled

 Preparing Future Leaders

                                 • Internal ownership
                                 • Tailored resources
                                                              8
$ Job Listing


$ Basic Skills and Resume Screening


$ Specific Skills Testing / Assessments


$ Management Team Interview(s)
$ Reference and Background Check

Marginal Predictive Success
                                      9
Help Organizations Improve Their ROI of Investing in
Human Capital Assets and to Minimize Their Risk!

 “The most cost-effective decision an organization can make,
 regarding its hiring, employee development and succession planning
 practices, is to determine the measurable and quantifiable success
 factors required for every specific job position.”
                                        Future Achievement International
                                                       Leadership Team



                          Establish Business Objectives…
                           Assess Performance Results!
                                                                           10
Data collection is vital to a company success regarding
Job Skills, Key Performance Indicators, Character and
Behavior Assessment…IF Data is used appropriately,
consistently and tied to strategic leadership initiatives.

             Key Factor for Predicting Success…
             The integration of the data collected that
             can be utilized for making intelligent hiring,
             employee development and succession
             planning decisions.

                                                              11
Intellect – Education – Reasoning Abilities – Job Skills Proficiency
IQ
     Self Awareness – Self Management
EQ   Social Awareness – Relationship Management

     Character Quotient (CQ) - CQ represents the element of a
     person’s profile revealing their underlying attitudes, beliefs
CQ   and commitments that shape their behavior.
      Example: A person can develop an EQ skill such as
     active listening but not have the character base
     necessary to be listening actively for the right reason
     (actual caring and empathizing versus listening for selfish reasons).


                                                                             12
Character




                                                       Behavior
                                                                     Reports Provided




         
  60 Question Survey
                                                                  Recruitment
                                                                  Development
                               10 Character   4 Behavior          Performance
15-minutes or less to take    Competencies       Traits           Index




                                                                                        13
Human capital investments can be maximized by implementing
a 24/7 Performance Index Dashboard to determine “Fit” for a
specific job position that:
    Identifies Character & Behavior Success Attributes
    Applies Job Skills Test Scores
    Leverages Key Information (Education, Background, Drug Test, etc.)
    Incorporates Key Performance Indicators (KPIs)

          MERIT             Job            Key
                                                           KPIs
          Profile          Skills          Info



                                                                          14
Recruitment Dashboard
                                                         Operating Budget %



       Key
       Info                  Ann Jones

MERIT                        Sally Simpson

Profile       KPIs           Ken Taylor

                             Roberto Alverez
     Job                     Susan Booth

    Skills                   John Murphy

                             Erica Wong




                      Linked to defined business objectives
                      Supported by objective performance data
                      Quantifiable degree of fit for any candidate
                                                                              15
$ Job Listing
                (80/20 Rule)
                Basic Index


$ Basic Skills and Resume Screening

$  Specific Skills Testing
            Performance Index Reports
            Composite Index

$  Management Team Interview(s)
$  Reference and Background Check
Maximum Predictive Success
                                   16
Development Dashboard
                                                            Operating Budget %




                                Ron Cowling
       Key                      Peter Moore


       Info
                                Ann Jones
                                Manny Montes
                                Sally Simpson

MERIT                           Carol Mays



Profile       KPIs              Ken Taylor
                                Matt Gold
                                Roberto Alverez
                                Annette Diaz

     Job                        Susan Booth
                                Doug Carter           Current employees
    Skills                      John Murphy
                                Terry Nelson
                                                      degree of fit to job
                                                      position indicate
                                Erica Wong
                                George Wise
                                                      developmental needs


                      Identify individual development needs
                      Leverage strengths of the team members
                      Build manager / coach processes
                                                                                 17
Succession Planning Dashboard


       Key
       Info
MERIT
Profile       KPIs
                          Current
     Job                  position

    Skills


                      Linked to performance indexes across all positions
                      Supported by alignment to mission statement
                      Quantifiable degree of fit for leadership
                                                                        18
 Integration of character and behavior assessment and
  development around a core set of universal principles.
 Customized performance index applications that
  incorporate character and behavior assessment,
  job skills testing, key background and resume information
  linked to defined key performance indicators (KPIs).
 Speed, accuracy and relevance of data.
 Quantitative framework to measure performance outcomes.
 EEOC Compliant. (Equal Employment Opportunity Commission)
 Multiple pricing / payment terms and options.
 24/7 web-based solution.

                                                              19
1. Additional Education Regarding Process / Technology
   (Go-To-Meeting Phone Conference)

2. Client Discovery Discussion To Determine Needs / Alignment
   (Phone Conference)

3. Client Engagement Proposal Outlining Pricing / Terms, etc.
4. Execution of Formal Agreements
   MERIT Profile Service Agreement
   MERIT Performance Index Agreement




                                                                20

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Executive Briefing June 2008

  • 1. Human capital solutions focused on character and behavior assessment and development to impact performance and growth in the areas of:  Recruitment  Employee Development  Succession Planning
  • 2. Reduce hiring practice risks and costs (15% - 40%)  Assess character competencies and behavior traits in addition to job skills  Expose the candidate’s degree of “fit” within an organization’s culture in advance of hiring  Decrease turnover expenditures (minimize wrong hires)  Minimize litigation for improper employee lawsuits  Protect current board of directors and leadership team from ineffective employee practices 2
  • 3.  Recruitment (Hiring The Right People)  Hiring Costs (Advertising / Interviewing / Training)  Applicant Selection (Skills / Character & Behavior / “Culture Fit”)  Turnover (Expenses / Organizational Disruptions / Law Suits)  Employee Development (Increasing Performance / Productivity)  Building / Retaining Valuable Leadership  Multi-Cultural / Diversity Issues (Acceptance of Common Values and Principles)  Succession Planning (Preparing Future Leaders)  Baby Boomer Talent Leak  Loss of Workplace Knowledge (Job Skills)  Loss of Wisdom / Mentoring / Values & Principles (Life Skills)  Establish Promotional Blueprint 3
  • 5. Prevention (Recruitment)…hire more people like your best people  Better understand the “fit” of all candidates in advance of hiring  Save time and money by reducing turnover  Intervention (Development)…maximize your human capital assets  Build a character-driven team  Improve performance and productivity  Retention (Succession Planning)…prepare your future leaders  Ensure character and knowledge transfer  Create bench strength for supporting growth 5
  • 6. • Review strategic objectives • Determine business outcomes • Measures Key Performance Indicators • Determines degree of fit • Character/Behavior assessment • Recruitment/Development reports  Getting The Right People On The Bus 6
  • 7. • Manager-focused • Coaching-oriented • Employee-focused • Cost-effective delivery  Team Alignment Effects Performance and Productivity 7
  • 8. • Measurement of outcomes • 360° Performance reviews • Continuous learning • Technology enabled  Preparing Future Leaders • Internal ownership • Tailored resources 8
  • 9. $ Job Listing $ Basic Skills and Resume Screening $ Specific Skills Testing / Assessments $ Management Team Interview(s) $ Reference and Background Check Marginal Predictive Success 9
  • 10. Help Organizations Improve Their ROI of Investing in Human Capital Assets and to Minimize Their Risk! “The most cost-effective decision an organization can make, regarding its hiring, employee development and succession planning practices, is to determine the measurable and quantifiable success factors required for every specific job position.” Future Achievement International Leadership Team Establish Business Objectives… Assess Performance Results! 10
  • 11. Data collection is vital to a company success regarding Job Skills, Key Performance Indicators, Character and Behavior Assessment…IF Data is used appropriately, consistently and tied to strategic leadership initiatives. Key Factor for Predicting Success… The integration of the data collected that can be utilized for making intelligent hiring, employee development and succession planning decisions. 11
  • 12. Intellect – Education – Reasoning Abilities – Job Skills Proficiency IQ Self Awareness – Self Management EQ Social Awareness – Relationship Management Character Quotient (CQ) - CQ represents the element of a person’s profile revealing their underlying attitudes, beliefs CQ and commitments that shape their behavior.  Example: A person can develop an EQ skill such as active listening but not have the character base necessary to be listening actively for the right reason (actual caring and empathizing versus listening for selfish reasons). 12
  • 13. Character Behavior Reports Provided   60 Question Survey Recruitment Development 10 Character 4 Behavior Performance 15-minutes or less to take Competencies Traits Index 13
  • 14. Human capital investments can be maximized by implementing a 24/7 Performance Index Dashboard to determine “Fit” for a specific job position that:  Identifies Character & Behavior Success Attributes  Applies Job Skills Test Scores  Leverages Key Information (Education, Background, Drug Test, etc.)  Incorporates Key Performance Indicators (KPIs) MERIT Job Key KPIs Profile Skills Info 14
  • 15. Recruitment Dashboard Operating Budget % Key Info Ann Jones MERIT Sally Simpson Profile KPIs Ken Taylor Roberto Alverez Job Susan Booth Skills John Murphy Erica Wong  Linked to defined business objectives  Supported by objective performance data  Quantifiable degree of fit for any candidate 15
  • 16. $ Job Listing (80/20 Rule) Basic Index $ Basic Skills and Resume Screening $  Specific Skills Testing Performance Index Reports Composite Index $  Management Team Interview(s) $  Reference and Background Check Maximum Predictive Success 16
  • 17. Development Dashboard Operating Budget % Ron Cowling Key Peter Moore Info Ann Jones Manny Montes Sally Simpson MERIT Carol Mays Profile KPIs Ken Taylor Matt Gold Roberto Alverez Annette Diaz Job Susan Booth Doug Carter Current employees Skills John Murphy Terry Nelson degree of fit to job position indicate Erica Wong George Wise developmental needs  Identify individual development needs  Leverage strengths of the team members  Build manager / coach processes 17
  • 18. Succession Planning Dashboard Key Info MERIT Profile KPIs Current Job position Skills  Linked to performance indexes across all positions  Supported by alignment to mission statement  Quantifiable degree of fit for leadership 18
  • 19.  Integration of character and behavior assessment and development around a core set of universal principles.  Customized performance index applications that incorporate character and behavior assessment, job skills testing, key background and resume information linked to defined key performance indicators (KPIs).  Speed, accuracy and relevance of data.  Quantitative framework to measure performance outcomes.  EEOC Compliant. (Equal Employment Opportunity Commission)  Multiple pricing / payment terms and options.  24/7 web-based solution. 19
  • 20. 1. Additional Education Regarding Process / Technology (Go-To-Meeting Phone Conference) 2. Client Discovery Discussion To Determine Needs / Alignment (Phone Conference) 3. Client Engagement Proposal Outlining Pricing / Terms, etc. 4. Execution of Formal Agreements  MERIT Profile Service Agreement  MERIT Performance Index Agreement 20