Leadership. Performance. Strategy. Change.

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Program Overview EXCELerate by Brainard Strategy is a private label executive development solution that bridges best practices and applied training techniques for best-in-class leadership and executive development. This leadership development solution is designed for the executive or director with substantial managerial experience who is looking to advance their level of influence and impact within their company. EXCELerate is modeled after competency-based internal universities so that your executives can gain the value of industry leading skill development without the cost and time involved in developing your own internal university program and is taught through experiential exercises, business simulations, case studies, and online social learning. The modules developed for EXCELerate are a result of years of collecting best practices, leadership strategies that work in applied settings, and application exercises that have been demonstrated to link training content with application on the job. EXCELerate is a fully supported, with communication and evaluation templates, administration, and logistical support from the Brainard Strategy team that will make system-wide training at your organization easy to implement. The modules are designed to support 12-15 executives in highly interactive sessions developing cohort group knowledge as well as individual growth.

1. Your Executive Brand

2. Vision and Values

Leadership

3. Leading Leaders

4. Driving Performance

that Matters

5. Strategic Acumen

6. Negotiating and

Influence

6 MODULES DESIGNED FOR

SUCCESS

Ind

ivid

ual

Gro

wth

Develop executive presence and leadership acumen

Increase leverage and scale throughout the company

Co

ho

rt

Gro

wth

Org

aniz

atio

nal

Gro

wth

Greater

networked peer

learning

Shared learning

experience

where leaders

can draw from

each other’s

knowledge and

experience

Create a culture of consistent language and practices around leadership

Apply leadership techniques to strategic objectives to drive execution

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Competency Driven

Each module of the EXCELerate program is based on established leadership practices

that are targeted for excellence at the senior level. The modules are competency based

and can be mapped to your existing competency model.

World-class leadership development facilitators deliver all EXCELerate modules

Per

son

al L

ead

ersh

ip

Module 1: Your Executive Brand

Module 2: Vision and Values Leadership

Module 3: Leading Leaders

Org

aniz

atio

nal

Lea

der

ship

Ind

ust

ry L

ead

ersh

ip

Module 4: Driving

Performance that

Matters

Module 5:

Strategic Acumen

Module 6:

Negotiating and

Influence

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Innovative Learning Approach

EXCELerate combines effective learning approaches into one comprehensive

initiative to drive leadership growth. The powerful combination of social

learning, action learning, and instructor led modules creates awareness of

strengths and skill gaps while simultaneously developing a social network to

sustain growth and applying the new leadership techniques in daily practice.

AN “IN THE BOX” SOLUTION

The EXCELerate

program is self-

sustaining and contains

all of these elements

Content

Competency

mapping

Power point

presentations

Simulations

Executive level

activities

Video support

Communication

CEO kick-off memo

Communication plan

Calendar of events

Detailed program

outline

Program Management

Logistical support

Program evaluation

Project plan

Access to an online community

and creation of a cohort network

Solve real problems with techniques

and approaches discussed in the

program. Action learning applies your

classroom knowledge to real-world

situations at your company.

6 progressive modules

designed to cover the

comprehensive skill sets required

for top performing sr. leaders

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EXCELerate Online Community

Social learning is promoted through use of the portal between modules. Develop a

community through online discussions, activities, access to resources, and access to

videos on related topics for fast facts.

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Curriculum Outline

1. Your Executive Brand

Effective senior leaders form their approach around a leadership philosophy or discipline. This module reviews the general principles of leading leaders and how to leverage the leadership models in developing their own leadership philosophy. Leaders explore the link between self-awareness and development planning. They also learn how to leverage emotional intelligence for effective relationships across the organization. Leaders define their leadership brand.

2. Vision and Values Leadership Leaders that inspire performance and create the culture and environment that

supports success are far superior at achieving organizational targets. This module discusses how to drive performance through vision and values. Learn how to align corporate strategy with execution and lead by driving a vision.

3. Leading Leaders

Driving performance through a system requires the development of others through coaching and mentoring for higher performance. This module focuses on how to deliver impactful feedback, and establish a culture of accountability throughout a system.

4. Driving Performance that Matters

This module focuses on appreciating the significant differences of groups and group dynamics. Learn the fundamentals of meeting effectiveness and understand change processes to efficiently leverage your team’s capabilities. This module focuses on understanding the evolutionary stages of teams, and learning to understand, assess, and impact the team leveraging the Lencioni model. Leaders will also review the various types of teams, roles and teaming as a competence.

5. Strategic Acumen

Corporate performance cannot be driven without a solid foundation that includes understanding the financial acumen and market drivers. Additionally this module will focus on the alignment between a company’s strategy, economic drivers, and control systems.

6. Negotiating and Influence

Executives with influence across the organization drive impact and shape culture. In this module leaders will develop their change management strategies, and will enhance their ability to influence teams and groups. Leaders will also learn progressive views of negotiating, leveraging best practices and relational capital.

EXAMPLE ONE DAY OUTLINE

1. Peer discussion on

applying concepts from

the last class: what

worked and what didn’t

based on experience

between the modules

2. Mini-lecture –

application focused and

strategic

3. Experiential workshop

– Take the new concepts

of the day and apply

them to self and others.

Create an action plan for

immediate

implementation

4. Online portal with

access to social learning,

resources, and

interactive exercises to

supplement learning

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Module 1:

Your Executive Brand

Objectives:

Morning Agenda:

9:00 a.m. – 9:30 a.m. Introductions Welcome

Icebreaker

9:30 a.m. – 10:45 a.m. Leaders and Leadership Overview of leadership models and theory

Leadership defined by the Kouses and Posner model 10 commandments of leadership

Trust and credibility Ask don’t tell leadership activity

10:45 a.m. – 11:00 a.m. Morning Break

11:00 a.m. – 11:30 a.m. Good to Great Leadership Good to great leaders ©

Stockdale paradox Good to great companies

11:30 a.m. – 12:00 p.m. Leadership and Self Deception Arbinger institute model: Leadership and Self Deception ©

Authentic leadership System-wide impact of self-deception

Core leadership exercise

1.

2.

3.

4.

5.

Discuss the general principles of

leadership at the executive level

Understand leadership self

deception and its impact on the

organization

Review the competencies

underpinning Emotional

Intelligence

Discuss how a leadership

philosophy broadens an

executive’s organizational impact

Develop a leadership brand

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Sample CEO Memo Company Name is launching a new learning and development program in partnership with Brainard Strategy called EXCELerate, which is targeted specifically at developing leadership skills of management teams. EXCELerate was developed under the guidance of experts in training and development in various areas of business needs offering comprehensive developmental exercises and foundational skill building workshops that we are excited to align with our strategic objectives. EXCELerate has been developed to meet the following objectives:

Align leadership development with Company Name’s culture and leadership competencies

Customize the learning elements to different levels of leaders (managers and executives)

Leverage a program that is based on effective models of business practice, talent development, and leadership effectiveness

Effectively utilize social media technology, in a cost effective and sustainable manner

The primary purpose of EXCELerate is to provide development opportunities for our leadership team at Company Name. The training opportunities offered within the context of EXCELerate address targeted skill development known to drive performance at the individual, team, and organizational levels. I am excited to invite you to fully participate in each of the training and development offerings that are a part of EXCELerate. The first instructor-led module, Your Executive Brand, is scheduled for {enter date}. Watch your email for details regarding your orientation package to this leadership development initiative.

Communication Support

Brainard Strategy supports all training and development initiatives with communication templates and guides. The EXCELerate program is no different. This kick-off communiqué is only a sample of the many training initiative templates and modalities that can be communicated out to your leadership community.

COMMUNICATION SUPPORT OFFERED

INCLUDES:

1. CEO memo

2. FAQs

3. Poster

4. Intra-net and

newsletter content

5. Policies and eligibility

criteria

6. Sr. HR memo

7. Invitations and

tracking forms

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Calendar of Events

Generate momentum with an annual development program:

EXCELerate modules are offered on an annual calendar basis to maximize the incremental development and skill building available to your leaders. Scheduling your development sessions in advance creates momentum for your training and development initiatives and generates interest in future offerings.

* The modules are structured to be delivered in 6 incremental day long sessions, meeting bi-

monthly, for optimal and sustainable learning. Applied learning opportunities are linked to

the leader’s current work projects, goals and challenges.

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Evaluation Support Brainard Strategy follows up on the quality and effectiveness of each facilitator with evaluations and shares the results of the evaluations following each session with you, the client.

Sample Evaluation Form Module 4: Driving Performance that Matters

Comments:

A recent study by McKinsey (McKinsey Quarterly, 2007) quantified the impact of leadership training and demonstrated that ongoing, leadership development for executives leads to portfolio momentum, market share gain, and an increase in M&A activity.

Questions

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Agr

ee

Agr

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1. The overall session was effective and beneficial for me.

2. The knowledge and/or skills gained through this session will enable me to better understand how to lead a high performing team.

3. The knowledge and/or skills gained through this session will enable me to effectively support performance throughout my organization.

4. The knowledge and/or skills gained through this session will enable me to prepare for managing team meetings effectively.

6. The knowledge and/or skills gained through this session will enable me to effectively leverage the Lencioni model of team performance.

7. The facilitator was effective in presenting the material.

PROGRAM EVALUATION

In addition to individual

session evaluation, the

EXCELerate is

designed to leverage

Kirkpatrick’s four stages

of training evaluation

where learning is

evaluated from multiple

perspectives:

Session

evaluations

Self ratings of skill

development

Manager ratings of

skill development

360 ratings with

pre- and post-

measurement

scores to quantify

targeted skill

growth (optional)

System-wide

results-based

improvement

metrics (optional)

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Presentation Support

Each instructor-led module is supported with a participant manual that includes the presentation slides enriched with additional background information, reflective exercise questions, and notes for participants to take away from each session so leaders can focus on learning the materials in the session and leave knowing that all key points are captured in their manuals.

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Comprehensive Development for Sr. Leaders

EXCELerate

Assessments

Coaching

(optional)

Training Executives to be Trainers

AUGMENTED SERVICES

The most effective

leadership initiatives

offer multiple modalities

for learning.

EXCELerate can be

augmented by adding

optional developmental

services such as

coaching to expose

your executives to more

depth in learning and

leverage their

leadership expertise.

Gain greater self awareness through leadership assessments in areas such as:

360 degree feedback

Critical thinking

Values profiles

Team assessment

Work towards personalized development and growth goals with a professional coach:

Telephone coaching

Secure chat

Face to face meetings

Leverage subject matter experts in your organizations:

Culture-specific training

Mentoring

Development of in-house training expertise

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Partial Leadership Development Client List

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Certified Trainers

Ken Ruggiero

Ken has more than 20 years of management, finance, and business development experience as an integral part of senior management teams in fast-changing environments. His experiences range from working in management teams of global corporations to entrepreneurial start ups. Because of the range of Ken’s experience, he approaches business challenges with a balance of sharp business acumen, skill in financial analysis, and perspective. Ken is the CEO and President of Goal Structured Solutions, a financial asset management company. Prior to this role Ken served as CFO and, in the final year of his tenure, the President and COO of Goal Financial, a nation-wide student lending company. During his time at Goal Financial the company originated over $8 billion in student loans and became a top 10 student loan provider.

Christy Gilbert

As a seasoned Learning & Organizational Development professional, Christie Gilbert provides consulting and coaching services on projects, events and initiatives that result in meeting and exceeding client expectations. She brings to organizations powerful, efficient, and effective process methodologies and techniques that enable groups with complex problems to attain their targeted goals. Over a span of 20 years, Christie has facilitated groups in the US, Europe and Asia, across several industry sectors including computer technology, pharmaceuticals, biotechnology, hospitality, construction and retail.

Michael Brainard

Michael Brainard brings over 15 years of experience as a management consultant, senior executive, executive coach, manager, entrepreneur, and researcher. Michael has worked with many executives and organizations across industries blending a strategic, behavioral, and experiential learning approach. As a management consultant, Michael has designed and conducted process re-engineering and re-structuring, organizational assessments, leadership development initiatives, performance management systems, change. Additionally Michael has worked as a post-acquisition internal and external integration leader. As a speaker, Michael has delivered keynote talks to such groups as the Association for Corporate Growth, PIHRA, SHRM, PCMA, OCEMA, and a variety of corporations.

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Certified Trainers

Alandria Saifer

Dr. Alandria Saifer is an organization and individual development specialist with expertise in the areas of training and facilitation, management and executive coaching, career transition, organizational effectiveness and change, team learning and executive assessment and feedback. During her 18 years as a management consultant, Alandria has worked with individual clients ranging from hourly employees to CEOs and Presidents of corporations as well as corporate clients ranging from Fortune 100 organizations in multinational settings to government organizations. Alandria is also an accomplished presenter, facilitator and trainer. She has worked with groups ranging in size from five to 120 people; ranging in hierarchy from line employees to senior executives.

Jennifer Konkin

Jennifer leads the in-house firm’s Center of Excellence in partnering with clients on designing custom organizational development initiatives. She specializes in developing customized initiatives in the areas of talent management, leadership development, team development, and performance management initiatives. Jennifer’s technical expertise and leadership development experience lead to the creation of a comprehensive learning program to include the development of an internal university, implementation of a Learning Management System, and development of year on year instructor led national training programming for a $5 billion food company.

Lisa Barron

Lisa is a faculty member of Organization and Management at The Paul Merage School of Business, University of California, Irvine. She has taught negotiation and leadership techniques to members of large and small organizations including Microsoft, Medtronic, Ingram Micro, State Street, MicroSemi, and Boeing and to executives, career counselors, undergraduate and graduate students, academic staff and faculty. Her teaching, coaching and consulting focuses on negotiation, communication, creativity and leadership. Her current personal consulting interest is in developing high-impact, strategic communicators. Through training she imparts new knowledge to the client. This gives the client a different mental model of the behaviors she or he is trying to adopt.

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Certified Trainers

Andrew Johnson

Andrew Johnson brings over 7 years of teaching and training experience to Brainard Strategy. Andrew began his career in academia, teaching a series of courses ranging from California and United States history. Andrew transitioned from a successful career in teaching to the field of Learning and Organizational Development. He has a lifelong passion to learning, developing, and researching the best methods to induce a collaborative teaching and training environment. As a consultant, Andrew works directly with his clients to drive them toward success. He builds strong relationships with his clients to develop and design the best-desired outcomes. His energetic, passionate desire to breakdown unseen barriers breathes life into the content and motivates his clients to take action.

Nancy Wallis

Prior to her full-time academic appointments Nancy attained a wealth of experience from her 30 years as senior leader, project manager, consultant, supervisor, administrator, trainer and mentor, always with a larger goal of improving leadership capacity and organizational performance. She has served in numerous executive roles with leading healthcare insurance companies where she had administrative responsibility for $1 billion in medical expense including premium billing and collections, medical claims, and risk management. Other past affiliations include PricewaterhouseCoopers and KPMG Peat Marwick where she led cross-cultural teams in accomplishing critical organizational improvement and change initiatives. In her preferred consulting projects she works with senior executives and their teams within their unique organizational contexts to improve their efficacy in leading change and organizational learning in alignment with organizational goals and desired outcomes.

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Client Evaluation

“Quidel is growing, both organically and through acquisition, and has added a number of talented executives in the past couple years. With many new, highly successful individuals joining the team and focusing on functional responsibilities, we identified development needs for the group to improve collaboration and create a cohesive leadership culture. We wanted a strategic partner who could assist us with executive team development and engaged Brainard Strategy for that purpose. We have been very pleased with the results. Michael developed an on-going program for us that includes content as well as tangible actions to strengthen the leadership team and engage our employees more directly.”

Phyll is Huckabee

Vice President , Human Reso urces

Quidel Corporat ion

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Client Testimonial

Steve Becker

Senior Vice President, Human Resources

Golden State Foods

“GSF is a $5 billion dollar global company that is a very values driven corporation (our Creed reads: we believe in God and the dignity of all people). We have provided one-off training and learning solutions throughout our history, but it became clear that we needed a strategic approach to learning and development in 2009. I assessed the Disney Institute as a possible solution along with many other companies that would share best practices. We also had executives attend Ivy League programs and used tools like DDI and CCL in the past to develop our leaders. All of these approaches were effective, but were someone else’s solutions. None were designed for our unique culture. What we needed to do was to build a comprehensive training and development program in-house that might include best practices, but also one that was highly customized for us. It was quite obvious that we could not do this by ourselves. As I began to seek advice about a resource or partner to help us to build this infra-structure I was referred to Brainard Strategy by a number of trusted colleagues. Michael and his team met with me and our CEO to collaborate with us relative to the outcomes and options for the process. Michael was clearly a technical expert in building and delivering corporate learning initiatives, but fit was to be critical. Additionally, we needed a web-enabled solution as our managers and associates are spread out around the globe. Brainard Strategy was selected based on our comfort level with Michael and his team, their technical expertise and experience, and their flexible Learning Management System. We completed our design and implementation in 2009 and launched a blended approach to learning in 2010. With two years of experience under our belt now we are delighted with the outcome as well as the excellent partnership we have with the Brainard team.”

Brainard Strategy 5050 Avenida Encinas, Carlsbad CA 92008

Phone: 760.438.8230 Fax: 760.438.4479 Website: www.BrainardStrategy.com