Firm Overview

EXPERTCOLLABORATION.MEASURABLERESULTS.

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OVERVIEW

Allorganiza+ons facechange.Anorganiza<on’s successdependson theability toeffec<velyscale,ac<velymanage,andproac<velyembracethatchange.Whetheryourorganiza<onisfacingchangesduetorapidgrowth,shiOsinstrategy,newly-implemented technologies, or post-merger upheaval, Collabria has theexperienceandinsighttotacklethesechallenges.Collabriahelpssmall,medium,andglobalorganiza<onsnavigategrowth.Webringastructured yet flexible approach to helping organiza<ons through change. Wepartnerwithyoutodis<llcomplexprocessesintoac<onablesolu<ons,andcommittoresults.Andweleverageyourmostvaluableasset,yourpeople.Ourcollabora<vepartnershipemphasizesthreekeyprinciples:•  Crea<vityandflexibilityinpartnershipandsolu<on•  Adrivetowardsexecu<onandresults•  Anunwaveringcommitmenttointegrity

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KEYCONCEPTS.PROVENAPPROACHES.

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Vision+Strategy

²  Vision,Mission,ValuesMapping²  StrategicWorkshopDesign+Delivery²  StrategyAssessment+Roadmaps

þ  Leveragebestprac<ces,bothinternalandindustrybenchmarks.

þ  Alignleadersaroundspecificoutcomes.þ  Defineyourroadmaptosuccessthrough

facilitatedworkshops.

Op+miza+onofInternalProcesses

²  Cross-Func<onalProcessCleanup²  PerformanceMeasurement+Scorecarding²  Ini<a<vePriori<za<on

þ  Increaseprocessperformancewhileundergoinggrowth.

þ  Elevateinternalteamproduc<vitybydefiningmoreeffec<vewaysofworkingtogether.

þ  Maintainfocusonwhat’smostimportant.

ChangeManagement+Communica+ons

²  Integra<onofCompanies,Cultures²  StakeholderAnalysis+Engagement²  Adop<onofNewProcessesandTechnologies²  Communica<onsStrategy+Planning

þ  Mapchangeusingastructuredapproach.þ  Focusonbusinessprocesses,systems,and

people.Andmetrics.þ  Cadencethechangebasedonreadinessand

healthy<ming.

Organiza+onalEffec+veness

²  Post-MergerOrganiza<onalDesign+Assessment²  LeadershipDevelopment+Coaching²  Succession+TalentManagement²  Culture+EmployeeEngagement

þ  Assesstheeffec<venessofthefullorganiza<on.þ  Partnerwithleadersacrossfunc<ons.þ  Alignleader,team,andindividualcontribu<ons

withaholis<cviewofstrategy,culture,andfutureobjec<ves.

ScalinganHRorganiza+on.“Wearelatestagestartup.IsourHRorganiza<onsettoscaleforthechangethatisabouttohappen(IPO,merger,acquisi<on)?”

Solu+on:OutlinedfuturestatescenariosforHRorganiza<on,builtroadmaps,facilitateddecisionpoints,andpartneredwithseniorHRleadertobuildscaleableorganiza<on.

ShiEingHRtosupportstrategy.“Ourglobalanddistributedworkforceisunique.IsHRorganizedandresourcedop<mally?We’recommieedtodrivingthecompany’sstrategy.”

Solu+on:PartneredwithVPHRtopriori<zeclientneeds,buildtheHRfunc<on,anddevelopprograms(Leader/ManagerDevelopment,ChangePlaybook,OnboardingHandbook).

Tacklingthecommunica+onschallenge.“Weareinmajorgrowthandacquisi<onmode.Howdowethinkaboutchangeandcommunica<on?Ourworkforcesaystheyfeeldisconnected.Andwhataboutthoseacquiredemployees?”

Solu+on:Drovecross-func<onalprojectintegra<ngHR,Communica<ons,Opera<ons,BusinessImprovement,andIT.Designedinternalcommunica<onsprocessestostreamlineacquisi<ons,onboardnewemployees,andstreamlinedualprocesses.

Rightsizinginternalopsandsupport.“Wejustwentprivate.Ourinvestorsarehappy.I'mreadytolookatmyinternalorganiza<on,what'sworkingvs.not.Leadership,culture,workforceengagement,communica<ons…HowdoIright-sizemyinternalops?”

Solu+on:Quicklyassessedtheorganiza<onalcultureandpainpoints.Pulledtheexecu<veteamtoalign,rally,talkthesametalk.Cascadedtointernalprocesses,engagementstrategy,andcommunica<onsplan.Keptitskinny,priori<zed,andright-sized.

REALCHALLENGES.EFFECTIVESOLUTIONS.

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Designingtalentacquisi+onandsuccessionmanagement.“Weareingrowthmode,hiringlotsofhighpoten<als.Wanttoexposethemtoallaspectsandbuildfutureleaders.”

Solu+on:ImplementedaRota<onalDevelopmentProgram,enablinghighpoten<als6-month,highlyvisiblerota<onsandgivingleaders/mentorsaccesstonewtalentandideas.Tieditalltotalentacquisi<on,leadershippipeline,andsuccessionmanagementprograms.

Customizingperformancemanagement.“Ourorganiza<onislightonprocess,andthatworksforus.Thatsaid,thelackofaclearemployeecareerpathiscausingustolosetalent.Howcanwegiveemployeesapathforwardwithoutoverlyscrip<ngit?”

Solu+on:Engagedkeyemployeestodevelopauniqueandfit-for-purposecareerdevelopmentandperformancemanagementsystem.Deployedthetoolinadynamicmanner,allowingongoingchangestomirrorIDEO'scultureofinnova<on.

Aligningexecu+veteamandboardaroundstrategyandexecu+on.“Wehavenewleadershipandanewboard,acleanslate!Howdoweengageandscale?”

Solu+on:DevelopedpathforwardforCEO,clarifiedstrategicroadmap,andcoachedexecu<veteambasedonorganiza<onalobjec<ves.Pulledeachboardmemberintothefuturestatebasedontheiruniqueexper<seandexcitementlevel.Madeitfun!

Developingmanagerskillsfornewleadersinfast-pacedculture.“Wehavetonsofyoungtalent,mostofwhomhavenevermanagedpeople.We'dloveafun,dynamic,lightweightbutimpacnulwaytoup-skillournewmanagers.”

Solu+on:Partneredwithbestinclassproviderstoaddressleadership,coaching,andcareermanagementinafun,interac<ve,transparent,andengagingmanner.

REALCHALLENGES.EFFECTIVESOLUTIONS.

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Integra+ngnewpeopleprocesses.“We'reclearonourmission,vision,valuesandbehaviors.Wehaveoutlinedkeyleadershipcompetencies.Nowwhat?”

Solu+on:LedHRteamtoclarifyandcascadewhatitmeanstobealeaderatDolby.Developedahiringplanandtools,trainingprogram,andperformancemanagementsystem.

Designingemployeeengagementandculture.“Wejustspunoffoursharedservicesorganiza<onintoanewsubsidiary.Howwillweknowwe'vebeensuccessful?”

Solu+on:Developedcascadingemployeeengagementprogramforthenewcompany,decreasingemployeeturnoverby11%.Implementedsuccessmetricsandscorecardtoincreasebuyduring<meofuncertainty.

Buildingasuccessionpipeline.“Ourseniorleaderswillnotbearoundforever.Howdoweensureweareeffec<velydevelopinghighpoten<alstobefutureleaders?”

Solu+on:Customizedsuccessionmanagementbusinessprocessandtool.Engagedkeystakeholdersgloballytodeployandintegrate.Designedanddeployedglobaltrainingprogram.IntegratedprocesswithotherkeyHRprocesses.

Openingupcrossfunc+onalcommunica+onsandresults.“We’renolongerasmallcompany.Aswe’vegrown,it’sbeentoughertoworkeffec<velyacrossfunc<ons.Whatcanwedotohelpourselves?”

Solu+on:Developedsharedmission,vision,valuesandprinciplesacrosstheorganiza<on.Engagedallkeyleaderstocustomizebyfunc<on.Determinedsuccessmetricsandemployedfeedbacksystems.Peoplewereintoit!

REALCHALLENGES.EFFECTIVESOLUTIONS.

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AirTouchAutodeskBeringerWineBri<shTelecomCalTexCASASanFranciscoChevronCiscoCyrqEnergyDiageoDigitalRealtyDolbyLabsExxonFostersGroupGap,Inc.GenentechGuideDogsforBlindHewlee-Packard

HitachiIDEOInforma<caIRSiRhythmTechnologiesJuniorAchievementJuniperNetworksKelloggGSBKaiserPermanenteLamResearchLeviStraussLockheedMar<nLynmarWineryMcKessonMotorolaMozillaNapaValleyVintnersNASA

Na<onalDiversityCouncilO’ReillyMediaOwensCorningPacificBellPacificGas&ElectricReliantEnergyRiotGamesRocheRocketFuelRockpileGrapeGrowersAssocia<onSFMarathonSiliconGraphicsSpecialOlympicsStanfordUniversityTheBoxTreasuryWineVisaInterna<onalWine&SpiritsEduca<onTrust

CLIENTPARTNERS

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Collabria’sfounder,LisaMroz,hassignificantexperienceworkingwithleadersofsmall,mediumandglobalorganiza<ons.Herexper<seliesinhelpingorganiza<onsmanagechange,whetherthatbeashiOinstrategy,anunexpectedpost-mergerupheaval,anewtechnology,oreleva<ngaworkforceforincreasedperformance.PriortofoundingCollabria,LisaheldseniorrolesatAndersenConsul<ng/Accenture,CSCIndex,Hewlee-Packard,andTheConcoursGroupwhereshebuiltskillstoquicklyassessthelargerpicture,understandcomplexissues,anddis<llintoac<onablesolu<ons.Sincethen,she'spartneredwithdozensofleadersforbothquickhit,highimpactprojectsandlongertermproject-basedini<a<ves.

Lisaisanavidtravellerwithaloveforculture,wine,andfood.Herpassionforroadcyclingcomplementsthosehobbies.LisaholdsanMBAfromtheKelloggGraduateSchoolofManagement,aBAinthePlanIIHonorsProgramfromtheUniversityofTexas,andanHonorsDiplomafromtheWineandSpiritsEduca<onTrust.SheearnedherCer<fiedSommelier<tlesomewherealongthewayaswell.

ABOUTUS

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Firm Overview

LisaMrozlisa@collabriainc.com

415.806.4025collabriainc.com