PHASE 3 Analysis APRIL 18 23 2012 Sample

PHASE 3: Analysis APRIL 18 -23, 2012 Sample EXECUTIVE BRIEFING ANALYSIS FINDINGS AND CONCLUSIONS RETAIL EMPIRE, INC. © 2012 RAY SVENSON CONSULTING, INC. LEARNING & DEVELOPMENT STRATEGIC PLAN RAY SVENSON CONSULTING, INC. • 112 Two Mile Bridge Road • Roberts • MT • 59070 www. raysvensonconsulting. com • e-mail: ray@raysvenson. com Office phone: 406 -446 -1861 • Mobile phone: 406 -425 -4013 1

Executive Briefing PROJECT PURPOSE PHASE 3: Analysis The purpose of this project is to n Analyze and anticipate the learning needs of Retail Empire’s employees n Assess the capabilities of the current Learning and Development System to meet the anticipated needs n Propose a future-state Learning and Development System n Develop an Implementation Plan to transition to the new system © 2012 RAY SVENSON CONSULTING, INC. 2

Executive Briefing PHASE 3: PROJECT APPROACH Analysis Project Process Map Project Plan Development Data Collection and Analysis Business Needs Analysis Project Plan Executive Review Assess Current Capabilities Research Best Practices Analysis Findings and Conclusions Design Phase Design High. Level Learning & Development System Architecture Implementation Plan Executive Review 3 -5 Year Implementation Plan and Business Case Executive Review Develop Specifications and Design Details 2 Weeks to 6 Months © 2012 RAY SVENSON CONSULTING, INC. 3

Executive Briefing PROJECT ORGANIZATION PHASE 3: Analysis n Project Leader, Alice Monroe, Chief Learning Officer o Organize and lead the Working Team o Be accountable to company executives, Sponsors, and Executive Steering Team o Perform as liaison with best practices companies o Secure the necessary resources o Recruit Sponsors n Sponsors, Janet Elias, President and Paul Johnson, HR VP o Recruit Executive Steering Team members o Review project deliverables o Advocate for the project n Executive Steering Team which includes the president, HR VP, and VPs of key departments o Review analysis findings and future L&D System Architecture o Review Implementation Plan and Business Case and advocate to Executive Leadership Team for approval o Provide members to the Working Team o Provide access to people and information o Advocate for this project n Working Team which includes representatives from key departments selected by Executive Steering Team (one-third time for four months) o Conduct analysis tasks o Participate in analysis, design, and implementation planning meetings o Present findings to Sponsors and Executive Steering Team © 2012 RAY SVENSON CONSULTING, INC. 4

Executive Briefing DATA SOURCES PHASE 3: Analysis n Executives interviewed n Middle managers interviewed n Focus groups n Other sources o Employees with experience in Wal-Mart, Target, Kmart, Kohl’s etc. o Literature search o Interviews and visits with six other best practices companies o Employee dynamics forecasts from HR database and leadership interviews o IT technological readiness interviews o Survey of existing learning & development expenditure, services, and capabilities © 2012 RAY SVENSON CONSULTING, INC. 5

Executive Briefing KEY FINDINGS AND CONCLUSIONS PHASE 3: Analysis n n n © 2012 RAY SVENSON CONSULTING, INC. 6

Executive Briefing SUMMARY/RECOMMENDATIONS PHASE 3: Analysis n n n © 2012 RAY SVENSON CONSULTING, INC. 7