WHARTON LEADERSHIP VENTURES TALL SHIP SAILING CONTINUOUS NAVIGATION

WHARTON LEADERSHIP VENTURES TALL SHIP SAILING CONTINUOUS NAVIGATION & OCEANOGRAPHIC EXPLORATION WINTER BREAK: DECEMBER 29 – JANUARY 6 TALL SHIP SAILING - NEW ZEALAND

Welcome to the Tall Ship Sailing Venture! Emily Kalenik Nellie Tan Rafael Krausz • Professional Interest: Healthcare, Investment Banking • Professional interest: Tech, Impact Investing • Professional Interest: Consulting, Public sector • Loves: Dogs, food • Loves: cats, dogs, food and adventures • Loves: Sailing, kiteboarding and traveling • Secret Skill: Obtaining copious amounts of free food • Secret Skill: I expand when I sleep • Secret Skill: Best microwave egg • Previous Venture: Spring Andes • Previous Venture: Antarctica • Previous Venture: n/a 1

AGENDA 1. Mission, Vision, and Expectations 2. Venture Overview • Dates, location, guides, participants • A typical day • Difficulties and risks 3. Venture Logistics and Administration • Transportation • Visa • Gear • Deposit information 4. Next Steps 2

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1. Vision, Mission, and Expectations OUR VISION Develop leaders who excel in stressful and ambiguous environments. 4

1. Vision, Mission, and Expectations OUR MISSION Leadership Team Building Sailing, Navigation & Research Adventure Fun • Develop situational leadership skills • Practice leading in the face of difficult tasks, unfamiliar environments and short time frames • Learn about building strong teams and improving effectiveness • Develop better understanding of team dynamics and the group decision making process • Learn how to manage and operate a 134 foot Brigantine ship and conduct oceanographic research • Experience sailing 24 hours-a-day on a historic ship in beautiful New Zealand • Last but not least… meet new people, have fun and learn something new about yourself! 5

1. Vision, Mission, and Expectations EXPECTATIONS • An opportunity to improve your teamwork skills in a practical setting • NOT a vacation – this is not the place to drink and party for a week with your new Wharton friends • NOT tours – we are not the passengers of the boat; we will be working and running it • NOT just sailing – this is a leadership program that uses sailing as a tool to explore leadership • Effective communication • Influencing others • Managing conflict • An opportunity to experiment and develop your leadership skills • Directive v. consensus-building leadership • Managing resources • An opportunity to improve your ability to make decisions and act decisively in ambiguous situations 6

2. Venture Overview OVERVIEW OF TALL SHIP SAILING VENTURE Round-the-clock nautical challenge where participants must learn sailing, navigation and research skills and work together efficiently aboard a 134 foot Brigantine ship • Location: Ship departs from and arrives at Princes Wharf in Auckland, NZ • Dates: • Start: Morning of December 29 • Arrive at the ship at 10 am • End: Morning of January 6 • Do not book departing flights before 4 pm • Crew: • 21 venture participants • 3 venture fellows • SEA Staff (Captain, Mates, Engineer, Steward, Chief Scientist, Assistant Scientists) 7

2. Venture Overview OUR GUIDES: SEA EDUCATION ASSOCIATION (SEA) Sea Education Association • Leading semester-long ocean education expeditions for college students since 1971 • Venture is more intense version of Semester at Sea • Well-versed staff in ship handling, oceanographic research and leadership training • Oceanographic research: • Benefits undergraduate education • Contributes to nationally-funded research programs exploring environmental change (i. e. , marine debris / plastics, ocean temperature; see https: //www. sea. edu/SEA_Research) • SEA ships inspected, manned, operated to US Coast Guard standards 8

2. Venture Overview A TYPICAL DAY • Participants and fellows rotate on watches 24 hours a day • Participants divided into three watch teams • Four 6 -hour shifts per day • Watch activities may include: • Sail handling • Navigation • Scientific research (deployments & analysis) • Assisting in the engine room • Maintenance / cleaning • “Leader of the watch”: everyone will have an opportunity to lead their watch team in 3 hour increments • “After action reviews (AARs)”: every day will include a leadership and teamwork debriefing 9

2. Venture Overview DIFFICULTY AND RISKS Difficulty & Rigor • Pre-Trip Conditioning: low/moderate • During Venture: physical challenges are moderate, but participants will be subjected to irregular sleep patterns and times of stress (storms, wind, temperature extremes, lightning, rain, darkness, intense sun exposure) Risks • Sea sickness • Sun exposure / heat stroke • Injuries from line or sail handling • Heights: falling from rigging • Falling overboard / drowning • Dehydration • Hypothermia 10

3. Venture Logistics AIR TRANSPORTATION • • Destination • Start and End: Auckland, New Zealand; Airport Code: AKL; Boat will dock at Princes Wharf Arrival & departure dates • Must arrive at dock by 10 AM on Dec. 29 th • Plan to depart no earlier than 4 PM on Jan. 6 th • Travel Advice • Make sur. Book soon! Fly in a couple of days before the venture to get used to the new time zone • e you are well-rested for the venture! • Travel insurance is required! 11

3. Venture Logistics VISA FOR NEW ZEALAND • Each participant is responsible for checking their own visa requirements and ensuring they have obtained the required visa documentation General Information • If a person is visiting New Zealand for three months or less and is from a visawaiver country (see list below), this person will not need to apply for a visitor visa before arriving in New Zealand • http: //glossary. immigration. govt. nz/visafreecountries. htm • Make sure your passport is valid for at least 3 months beyond the trip dates • Other citizens : • Check with a New Zealand Consulate • Find out your visa requirements as soon as possible; it always takes longer to obtain an international visa than they embassies/consulates say that it will! 12

3. Venture Logistics GEAR • We will provide a final gear list in the coming weeks • Temperatures likely to vary between 50 -80 degrees • In general, clothing must be synthetic (no cotton) • Pack in crushable luggage (duffle bag, backpack); space is limited on the boat A few items from the gear list… • Sun, wind, rain, cold protection • Waterproof Jacket / Pants • Lightweight Fleece Jacket or Sweater • Hat (1 fleece, 1 brimmed) and sunglasses • Sleeping bag (or twin sheets and light blanket) • Closed toe shoes and sandals (need heel strap, no flip-flops) • Wool socks (2 -6) • Light and quick dry towels (2) • Headlamp (with red light) and extra batteries • Wrist watch • Basics: pants (1 -2), shorts (3 -5), t-shirts (6 -10), underwear, swimsuit (1 -2) 13

3. Venture Logistics HEALTH CHECKUP AND COSTS Required Checkup • All participants are required to: • Attend a physical checkup • Obtain additional vaccinations if necessary • Receive medical approval for participation (i. e. , a medical form completed and signed by a physician) Scheduling the Checkups • Student Health Services will set aside a number of appointments specifically for Leadership Venture participants • Participants must call SHS to set up an appointment • Forms must be submitted to VFs in order to participate on venture by Nov. 19 Costs • Land Cost: $3, 900 • Does not include: flights, personal gear/equipment, clothing, land travel, meals when not on expedition, lodging before/after expedition, or spending money 14

3. Venture Administration PAYMENT POLICY Payment • Payment may be made by Visa, Master. Card, or American Express. Refunds will be issued through the method that payment was received. Failure to meet the payment deadlines can result in Venture removal ▪ Insurance: We require that you obtain trip cancellation insurance and arrange a group rate as well as a subsidy ▪ Behavior Contract: This is a Leadership Program, any behavior that endangers you or another will not be tolerated ▪ Risk and Release: You need to take responsibility for your choices 15

TRAVEL INSURANCE In order to participate on a WLV Expedition, you must certify that you: • Have purchased the i. Travel. Insured -Travel LX trip cancellation insurance • Are accepting a $125. 00 subsidy • Are releasing Wharton from all obligations to refund any portion of your trip Understand that participation in a WLV Expedition is non-transferable. • Know that failure to meet the payment deadline will result in your removal from the WLV Expedition • In order to participate on a WLV Expedition, you are REQUIRED to purchase the subsidized trip cancellation insurance through the i. Travel. Insured - Travel LX program that we have provided. 16

TRIP CANCELLATION Trip Cancellation Insurance • The agreement for trip insurance is between the participant and the i. Travel. Insured -Travel LX program. The Wharton School and the Wharton Leadership Venture Program will not refund any fees for any reason. • The Trip Cancellation insurance must be purchased within 20 days of registration in order to be valid. • The Trip Cancellation insurance will refund 75% of your costs if you cancel FOR ANY REASON and 100% refunds for reasons specified in the policy (Read the policy). • In order to purchase Trip Cancellation Insurance, estimate the full cost of the trip (venture cost) + plane ticket 17

QUESTIONS? 18

APPENDIX: IMPORTANT INFORMATION • Ventures do not conflict with the academic calendar and are not an acceptable excuse for missing classes or coursework • Dates as shown do not include travel days to/from venture • We reserve the right to cancel any venture at any time for any reason • We reserve the right to remove participants from any venture at any time for any reason 19