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Do Good | Have Fun | Make Money




Our mission is to inspire great business performance and wealth
creation through collaboration. We get everyone involved in the
business, with the goal of dramatically increasing value for
shareholders, employees, and customers.

Let’s start by asking you to consider the following question…




                                                                          1
Do Good | Have Fun | Make Money




    Typical employees            Loyal, engaged employees
      and customers                    and customers

Let’s look at some company results, applying collaboration…

                                                                        2
Do Good | Have Fun | Make Money




350 + Companies since 1993
Carlson Wagonlit Travel: $1.7 million above budget across 3 branches involved in 12
months, CWT subsequent rolled out to all branches
Zambian Consolidated Copper Mine: has $10 million increase in cash from increased
production and cost reduction in 15 months
Capital One: Production Services Division achieves $500,000 in cost reduction in 6
month, with first year annualized savings of $3.0 million on costs of $300,000
Universal Engineering Services: Sustained profit growth from $2 million to $5.7
million in 3 years
BHP Billiton: $3 million increase in profits from increase in production in first year

Let’s look at examples in a bit more detail…

                                                                                          3
Do Good | Have Fun | Make Money


      Carlson Wagonlit Travel Results
   Rochester, St. Louis and Houston Results: All three pilots exceeded budget by 10-
                 Results
20%, resulting in over $1.7million dollars in profits and increased job security. None of
the other 20+ branches achieved budget  Corporate decided to rollout company wide.
                                                Combined Pilot Direct Profitability

   12,000



   10,000



    8,000



    6,000



    4,000



    2,000



      -
              Jan-06     Feb-06   Mar-06   Apr-06    May-06    Jun-06     Jul-06      Aug-06   Sep-06   Oct-06   Nov-06   Dec-06
   Budget      757        1,668   2,693    3,627      4,457     5,334     6,022       6,722    7,658    8,501    9,155    9,509
   Forecast                                                               6,378       7,350    8,135    9,114    10,198   11,064
   Actual      901        1,782   2,938    3,966      4,820     5,736     6,671       7,262    8,362    9,580    10,375   11,104


                       Janet Wheatley: “These results are nothing less than incredible.”

                                                                                                                                   4
Do Good | Have Fun | Make Money


 SRC Holdings Results
                                                   $234




          $359M

                              1095


   $70M                 423
                                             $18

$16M              119                 $.10




                                                                   5
Do Good | Have Fun | Make Money



Anthony Wilder Design
  Impressive Initial Results...



         Began in 2007




                                                       6
Do Good | Have Fun | Make Money




   Anthony Wilder Design
Wall Street Journal: 2009 Top Employer...




                                                        7
Do Good | Have Fun | Make Money



Southwest Airlines
Collaborating with the Pilots...




                                                      8
Do Good | Have Fun | Make Money



Elements IV Interiors
  Publicity Pays Twice…




                                                 9
Do Good | Have Fun | Make Money



          Federal Companies
    Company and Employees benefit...
       Federal Company & Employee Benefits ($1,000's)
                $4,500
                $4,000
                $3,500
                $3,000
                $2,500
                $2,000
                $1,500
                $1,000
                 $500
                   $-
                             2001   2002   2003     2004     2005     2006
GGOB                          $-     $-     $-      $358   $480   $650
Discretionary contribution   $450   $435   $487     $467   $524   $389
401 (k) Match                $53    $47    $49      $47    $49    $238
Retained by Federal          $224   $438   $461    $1,915 $1,717 $2,558


                                                                               10
Do Good | Have Fun | Make Money



Universal Engineering
  Results Drives Valuation...




                                                  11
Do Good | Have Fun | Make Money



                              MSA Engineers
   OBM Principles Drive Growth Strategy
                    Gross Profit From Operations
                         % of Net Revenue
25.00%
20.00%
15.00%
10.00%
 5.00%
 0.00%




         Current Yr Actual     Current Yr Plan     Prior Yr Actual

                    GGOB Bonus Plan Funding
10.00%
8.00%
6.00%
4.00%
2.00%
0.00%

                                                                     From one Baraboo, WI office to
         Current Yr Actual     Current Yr Plan     Prior Yr Actual
                                                                     now 15 offices across four states.
                                                                                                           12
Do Good | Have Fun | Make Money




We pursue this mission by:
• Providing hands-on coaching in collaborative methods and
  techniques, supported with validated tools and services.
• Investing in and furthering our experience and tools by capturing
  best practices and lessons learned from collaborative success
  stories.
• Aligning our interests with our clients’ interests through results-
  based compensation.
• Developing a collaborative team of the best and brightest by
  applying our insights and tools in our own company—that
  is, practicing what we preach.

                                                                          13
Do Good | Have Fun | Make Money




Founder / Practice Leader: Bill Fotsch – Performance Management
Director of Marketing: Michael Wentworth – Sales Support
Practice Leader: Barry Rellaford – Performance Culture
Director of Content: John Case
Content Support / Webinar and Podcast: Srinivas Rao
Director of Admin and Legal Support: Christina Fotsch Esq.
Accounting Support: Cassady and Schilller CPA

We are selectively bringing on additional practice leaders and coaches
that fit our culture and enhance our capabilities.



                                                                           14
Do Good | Have Fun | Make Money




• We aspire to work with clients who are thought leaders in their industries.
  They are the individuals who seek real, sustainable improvement for the
  good of all—their customers, their employees, their communities, and
  themselves.
• We see it as a privilege to collaborate with our clients—striving to improve
  their value, sharing lessons learned, and celebrating successes along the
  way.
• In growing our relationships with clients, large and small, we seek to learn
  and grow with them, driven by a common desire to leave the world a bit
  better than when we found it.




                                                                                 15
Do Good | Have Fun | Make Money




• Satisfaction guarantee: All agreements include: “We guarantee your
  satisfaction. If in any month you are not satisfied with our work or product, please
  bring that to our attention. We will remedy the problem or you will not be invoiced
  for the work.”
• Customer Input: We will annually seek customers’ and associate input, applying
  the current version of same tools that we advise clients to use.
• Careful addition and training of associates: Coaches will not be added until
  Certified: Coach in training, Certified Coach, Senior Coach. Practices leaders will
  not be added until well vetted.
• Advisory Board: Provides ongoing advice and direction to the company
• Equity Ownership: Create broad ownership within Collaborative Company, so
  employees have a vested interest in building / protecting the value of the company
• Annual Charitable Contributions: Annually we contribute of 10% profits
  charity, starting with matching our associate and board member charitable
  contributions.
                                                                                         16
Do Good | Have Fun | Make Money




• Performance Management Support
   •   Building Consensus on Performance Metrics
   •   Developing Proactive Metric Tracking and Forecasting
   •   Integrating into existing Managerial Process
   •   Implementing / Aligning Incentives
   •   Ongoing support to monitor and drive results
• Sales and Marketing Support
   • Improving Repeat and Referral Sales from Existing Clients
   • Developing new markets and sales leads
   • Market Research Support
• Strategic Planning
• Improving Company Performance Culture
• Other Services are under Development
                                                                               17
Do Good | Have Fun | Make Money




Activity                                                             MONTH
                                  1     2     3 4        5 6        7 8 9 10 11 12 13 14 15 16
Employee Survey         ---
Snr Mgnt Interviews     ---
Customer Outreach ------
Financial Analysis      ---
Orientation                 ---
Initial Performance Plan      -----
Implementation                      -------------------------------------------------------------------------------
Performance Based Coaching -------------------------------------------------------------------------------
Education / Training -----------------------------------------------------------------------------------------------------
Results Review                                                                        ----
Next Yrs Game Design                                                                  -----------
Diagnostic Phase -->                         <------------Implementation Phase --------------->
            Design Phase -->                                           Refine -->                  < --


                                                                                                                             18
Do Good | Have Fun | Make Money




We believe that by pursuing this mission, our clients and our
team will lead our respective industries to new heights, creating
strong economic and personal value for ourselves and our
communities.




                                                                         19
Do Good | Have Fun | Make Money




Collaborative-Company will continue to seek the input of all
associates, customers and partners in developing new
services, product and relationships, consistent with the overall
mission.

Please let us know if you have any questions or you would like to
discuss your particular interests. Thank you for your time and
interest. Bill Fotsch bill.fotsch@col-com.com




                                                                             20

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Collaborative Company Results

  • 1. Do Good | Have Fun | Make Money Our mission is to inspire great business performance and wealth creation through collaboration. We get everyone involved in the business, with the goal of dramatically increasing value for shareholders, employees, and customers. Let’s start by asking you to consider the following question… 1
  • 2. Do Good | Have Fun | Make Money Typical employees Loyal, engaged employees and customers and customers Let’s look at some company results, applying collaboration… 2
  • 3. Do Good | Have Fun | Make Money 350 + Companies since 1993 Carlson Wagonlit Travel: $1.7 million above budget across 3 branches involved in 12 months, CWT subsequent rolled out to all branches Zambian Consolidated Copper Mine: has $10 million increase in cash from increased production and cost reduction in 15 months Capital One: Production Services Division achieves $500,000 in cost reduction in 6 month, with first year annualized savings of $3.0 million on costs of $300,000 Universal Engineering Services: Sustained profit growth from $2 million to $5.7 million in 3 years BHP Billiton: $3 million increase in profits from increase in production in first year Let’s look at examples in a bit more detail… 3
  • 4. Do Good | Have Fun | Make Money Carlson Wagonlit Travel Results Rochester, St. Louis and Houston Results: All three pilots exceeded budget by 10- Results 20%, resulting in over $1.7million dollars in profits and increased job security. None of the other 20+ branches achieved budget  Corporate decided to rollout company wide. Combined Pilot Direct Profitability 12,000 10,000 8,000 6,000 4,000 2,000 - Jan-06 Feb-06 Mar-06 Apr-06 May-06 Jun-06 Jul-06 Aug-06 Sep-06 Oct-06 Nov-06 Dec-06 Budget 757 1,668 2,693 3,627 4,457 5,334 6,022 6,722 7,658 8,501 9,155 9,509 Forecast 6,378 7,350 8,135 9,114 10,198 11,064 Actual 901 1,782 2,938 3,966 4,820 5,736 6,671 7,262 8,362 9,580 10,375 11,104 Janet Wheatley: “These results are nothing less than incredible.” 4
  • 5. Do Good | Have Fun | Make Money SRC Holdings Results $234 $359M 1095 $70M 423 $18 $16M 119 $.10 5
  • 6. Do Good | Have Fun | Make Money Anthony Wilder Design Impressive Initial Results... Began in 2007 6
  • 7. Do Good | Have Fun | Make Money Anthony Wilder Design Wall Street Journal: 2009 Top Employer... 7
  • 8. Do Good | Have Fun | Make Money Southwest Airlines Collaborating with the Pilots... 8
  • 9. Do Good | Have Fun | Make Money Elements IV Interiors Publicity Pays Twice… 9
  • 10. Do Good | Have Fun | Make Money Federal Companies Company and Employees benefit... Federal Company & Employee Benefits ($1,000's) $4,500 $4,000 $3,500 $3,000 $2,500 $2,000 $1,500 $1,000 $500 $- 2001 2002 2003 2004 2005 2006 GGOB $- $- $- $358 $480 $650 Discretionary contribution $450 $435 $487 $467 $524 $389 401 (k) Match $53 $47 $49 $47 $49 $238 Retained by Federal $224 $438 $461 $1,915 $1,717 $2,558 10
  • 11. Do Good | Have Fun | Make Money Universal Engineering Results Drives Valuation... 11
  • 12. Do Good | Have Fun | Make Money MSA Engineers OBM Principles Drive Growth Strategy Gross Profit From Operations % of Net Revenue 25.00% 20.00% 15.00% 10.00% 5.00% 0.00% Current Yr Actual Current Yr Plan Prior Yr Actual GGOB Bonus Plan Funding 10.00% 8.00% 6.00% 4.00% 2.00% 0.00% From one Baraboo, WI office to Current Yr Actual Current Yr Plan Prior Yr Actual now 15 offices across four states. 12
  • 13. Do Good | Have Fun | Make Money We pursue this mission by: • Providing hands-on coaching in collaborative methods and techniques, supported with validated tools and services. • Investing in and furthering our experience and tools by capturing best practices and lessons learned from collaborative success stories. • Aligning our interests with our clients’ interests through results- based compensation. • Developing a collaborative team of the best and brightest by applying our insights and tools in our own company—that is, practicing what we preach. 13
  • 14. Do Good | Have Fun | Make Money Founder / Practice Leader: Bill Fotsch – Performance Management Director of Marketing: Michael Wentworth – Sales Support Practice Leader: Barry Rellaford – Performance Culture Director of Content: John Case Content Support / Webinar and Podcast: Srinivas Rao Director of Admin and Legal Support: Christina Fotsch Esq. Accounting Support: Cassady and Schilller CPA We are selectively bringing on additional practice leaders and coaches that fit our culture and enhance our capabilities. 14
  • 15. Do Good | Have Fun | Make Money • We aspire to work with clients who are thought leaders in their industries. They are the individuals who seek real, sustainable improvement for the good of all—their customers, their employees, their communities, and themselves. • We see it as a privilege to collaborate with our clients—striving to improve their value, sharing lessons learned, and celebrating successes along the way. • In growing our relationships with clients, large and small, we seek to learn and grow with them, driven by a common desire to leave the world a bit better than when we found it. 15
  • 16. Do Good | Have Fun | Make Money • Satisfaction guarantee: All agreements include: “We guarantee your satisfaction. If in any month you are not satisfied with our work or product, please bring that to our attention. We will remedy the problem or you will not be invoiced for the work.” • Customer Input: We will annually seek customers’ and associate input, applying the current version of same tools that we advise clients to use. • Careful addition and training of associates: Coaches will not be added until Certified: Coach in training, Certified Coach, Senior Coach. Practices leaders will not be added until well vetted. • Advisory Board: Provides ongoing advice and direction to the company • Equity Ownership: Create broad ownership within Collaborative Company, so employees have a vested interest in building / protecting the value of the company • Annual Charitable Contributions: Annually we contribute of 10% profits charity, starting with matching our associate and board member charitable contributions. 16
  • 17. Do Good | Have Fun | Make Money • Performance Management Support • Building Consensus on Performance Metrics • Developing Proactive Metric Tracking and Forecasting • Integrating into existing Managerial Process • Implementing / Aligning Incentives • Ongoing support to monitor and drive results • Sales and Marketing Support • Improving Repeat and Referral Sales from Existing Clients • Developing new markets and sales leads • Market Research Support • Strategic Planning • Improving Company Performance Culture • Other Services are under Development 17
  • 18. Do Good | Have Fun | Make Money Activity MONTH 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 Employee Survey --- Snr Mgnt Interviews --- Customer Outreach ------ Financial Analysis --- Orientation --- Initial Performance Plan ----- Implementation ------------------------------------------------------------------------------- Performance Based Coaching ------------------------------------------------------------------------------- Education / Training ----------------------------------------------------------------------------------------------------- Results Review ---- Next Yrs Game Design ----------- Diagnostic Phase --> <------------Implementation Phase ---------------> Design Phase --> Refine --> < -- 18
  • 19. Do Good | Have Fun | Make Money We believe that by pursuing this mission, our clients and our team will lead our respective industries to new heights, creating strong economic and personal value for ourselves and our communities. 19
  • 20. Do Good | Have Fun | Make Money Collaborative-Company will continue to seek the input of all associates, customers and partners in developing new services, product and relationships, consistent with the overall mission. Please let us know if you have any questions or you would like to discuss your particular interests. Thank you for your time and interest. Bill Fotsch bill.fotsch@col-com.com 20

Hinweis der Redaktion

  1. Needs update particularly through the ownership stage