Collaborative Overview and Case Study Results

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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…

Mission Do Good | Have Fun | Make Money

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Loyal, engaged employees and customers

Typical employees and customers

Where would you Invest?

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

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Collaborative Company Success Stories

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…

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Carlson Wagonlit Travel Results ResultsRochester, St. Louis and Houston Results: All three pilots exceeded budget by 10-20%,

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

-

2,000

4,000

6,000

8,000

10,000

12,000

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

Jan-06 Feb-06 Mar-06 Apr-06 May-06 Jun-06 Jul-06 Aug-06 Sep-06 Oct-06 Nov-06 Dec-06

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

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SRC Holdings Results

1095

$70M

$.10

$18

$359M

$234

$16M 119

423

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Anthony Wilder DesignImpressive Initial Results...

Began in 2007

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Anthony Wilder DesignWall Street Journal: 2009 Top Employer...

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Southwest AirlinesCollaborating with the Pilots...

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Elements IV InteriorsPublicity Pays Twice…

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2001 2002 2003 2004 2005 2006

Retained by Federal

224.066 437.841 460.809 1914.868 1717.075 2557.84695

401 (k) Match

52.647 46.745 49.363 47.093 49.451 238.26748

Discre-tionary contribu-tion

449.708 434.827 486.836999999998

466.761 523.979 389.22405

GGOB 0 0 0 358.247 480.448 650.461999999998

$250

$1,750

$3,250

Federal Company & Employee Benefits ($1,000's)

Federal CompaniesCompany and Employees benefit...

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Universal EngineeringResults Drives Valuation...

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MSA EngineersOBM Principles Drive Growth Strategy

July

Aug

Sept

OctNov Dec Ja

nFeb M

ar AprM

ayJu

ne0.00%

5.00%

10.00%

15.00%

20.00%

25.00%

Gross Profit From Operations% of Net Revenue

Current Yr Actual Current Yr Plan Prior Yr Actual

July

Aug

Sept

OctNov Dec Ja

nFeb M

ar AprM

ayJu

ne0.00%

2.00%

4.00%

6.00%

8.00%

10.00%

GGOB Bonus Plan Funding

Current Yr Actual Current Yr Plan Prior Yr Actual

From one Baraboo, WI office to now 15 offices across four states.

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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.


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Emerging Collaborative Company Organization

Founder / Practice Leader: Bill Fotsch – Performance ManagementDirector of Marketing: Michael Wentworth – Sales SupportPractice Leader: Barry Rellaford – Performance CultureDirector of Content: John CaseContent Support / Webinar and Podcast: Srinivas RaoDirector 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.

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Our Clients

• 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.

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Ways We Build / Protect Reputation• 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.

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Collaborative Company Services• 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

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Performance Management Initial Steps

Activity MONTH1 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 -->

Refine --> < --

<------------Implementation Phase --------------->

Design Phase -->

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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.


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Ongoing Plan

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 [email protected]

mailto:[email protected]

Collaborative Overview and Case Study Results

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