the generational divide in american giving

04/07/23 Version 2

Firm & Service DescriptionOrganizational Success Through People

2009 Small Business of the Year Award Winner

Organizational & leadership development

Rewards and recognition

Performance Management, audit, policy, systems & assessment

Executive, employee benefits and perquisites

Retirement & capital accumulation

Employee & management training

Executive coaching & life planning

Executive search, employment and recruitment

Organization & employee communication

Outplacement & transition

Atlanta, GA Bethesda, MD Morristown, NJ Washington, DCTwo Ravinia Drive 7316 Wisconsin Avenue 45 Park Place South - 102 1814 13th Street, NWSuite 1320 30346 Suite 400 20814 (973) 605-8301 (202) 745-3700 20009(770) 552-9300 (301) 951-5104 Fax (973) 605-8304 Fax (202) 745-3701Fax (770) 551-8105 Fax (301) 951-5108 National Office

© 2009 PRM Consulting Group

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Organization & Leadership Development

Approach

History

PRM Consulting Group (PRM) provides a fully integrated complement of consulting services tailored to meet our clients’ human resource, executive and management needs. We focus on each client and work collaboratively with them to maximize employee performance and improve organizational efficiency.

We create the strategies and solutions to assist clients in attracting, retaining and engaging the caliber of talent necessary to achieve their mission and objectives.

Our philosophy is to provide advice and counsel which places the client’s interests first. PRM accepts only those assignments that we are fully qualified to perform. We seek to deliver the highest possible quality services in helping clients maximize their people resources.

PRM was formed in 1999 by a team of experts and is comprised of the world’s top consulting and corporate firms. As a result, our resources include seasoned professionals with demonstrated track records in developing effective client solutions.

With a proven history and background in superior rewards and performance consulting, PRM has grown into a broad-based organization and human resources consultancy with more than a century of combined consulting experience.

We blend our practice area expertise with our industry knowledge to help clients develop the best solutions for their unique challenges. We are intimately familiar with a variety of industry market sectors, including general industry, technology, not-for-profit, health care, higher education, governmental and quasi-governmental.


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Organization & Leadership Development

We integrate our consulting services across human resources areas so that programs and policies fit together.

Each client’s needs differ. Staff levels, competency, conflicting priorities and limited resources all affect how our clients use our services. To PRM consultants, collaboration means fully understanding our clients’ needs and matching our services to ensure value-added success. We work with clients on multiple levels:

Expert Advice Strategic Planning Strategy Definition Survey Design & Administration Benchmarking & Best-Practices Analysis Program Design Implementation & Communication Outsourcing


Development

ExecutiveSearch

Communication

Outplacement&

Transition

ExecutiveCoaching & Life

PlanningEmployee &Management

Training

Rewards

Retirement

PerformanceManagement

PRM Consulting Consulting GroupGroup

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Rewards and Recognition

Services

Resources

Our compensation and recognition practice represents a key component of our consulting expertise, and the legacy upon which our reputation has been built. We provide compensation consulting services for boards of directors, executives and other employees. Our expertise includes:

Reward strategy and compensation philosophy Market analysis Role analysis and evaluation Base pay plan design Annual incentive and sales compensation plan design Stock plan design and other forms of capital accumulation Board compensation Survey design and administration Outsourcing International

Unlike any other area of human resources, the compensation discipline requires an in-depth knowledge of industries, how they pay and the business pressures within them. We match our consultants’ business acumen with an extensive library of best practice, plan design, compensation element and compensation level information. Our consultants bring expertise as well as access to a vast array of published, custom and tailored surveys which describe such areas as:

Geographic location Industry/market sector Ownership (publicly-held, privately-held, public sector) Base pay, annual incentives and total cash Long-term incentive and total direct compensation Broad-based benefits Executive benefits and perquisites


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Performance Management, Policy, Systems, Audit & Assessment

Services

Philosophy

PRM’s performance management practice specializes in state-of-the-art approaches and applications. Our major service areas include:

Web-based automation Auditing Identifying performance management “best practices” Designing results based and competency-based systems Defining performance measures and matrices Developing communications and training materials Creating pay-for-performance programs Aligning and integrating various performance management applications (e.g., management

succession, promotability, career development, and staffing)

PRM believes no two organizations are alike. We don’t believe in standard approaches or “one size fits all” solutions.

PRM believes that the best systems are supportive of the business strategy, focused on developing performance and customer-driven feedback.

PRM believes that partnering with our client ensures an effective design process.


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Executive Employee Benefits & Perquisites

Strategy Development and Plan Design

Benefit Plan Evaluation and Vendor

Selection/ Management

Financial Analysis

Rate and Contract Negotiations

PRM provides a comprehensive array of health and welfare benefit consulting services in the general areas of design, finance, communications, administration, monitoring and control, and vendormanagement. Major service areas include:

Strategic planning, cost management and collective bargaining Aligning benefit plans and policies with human resource and business objectives Health and welfare consulting, including flexible benefit plan development, integrated disability management, paid

time off, retiree benefit consulting and FAS 106 actuarial valuations, renewal rate analysis for self-funded plans, compliance, nondiscrimination testing, and reporting and disclosure

Claims payment auditing and analysis

Vendor selection Network access analysis including specialty networks Health plan report cards Vendor implementation and renewal, including renewal negotiations Ongoing plan management, including contract administration, periodic reporting, onsite reviews, and performance

standards and guarantees

Experience monitoring Vendor renewals Reserving, accruals, and rate and contribution setting Alternative financial arrangements, including measures to improve cash flow and lower costs with or without

significant liability transfer Actuarial measurement and forecasting, including retiree health and welfare benefit obligations, financial modeling,

FAS 106 valuations, and other

Knowledgeable PRM consultants are available to help our client’s with today’s timely benefit issues


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Retirement and Capital Accumulation

Services

Forecasting

403(b) Legislative Assistance Qualified and Nonqualified Plan Design 457(b), 457(f) Plan Design Plan Administrator Selection and Evaluation Retirement Communications Group Retirement Education Meetings Compliance Testing and Filings Replacement Ratio Analysis Retirement Benefit Statements Benefit Calculations for Defined Benefit Plans


Our retirement practice delivers solutions to a broad range of issues related to the overall management, design and funding of retirement, postretirement and capital accumulation plans. We retain a staff of actuaries and retirement consultants with expertise in both qualified and nonqualified plans including supplemental executive retirement plans. Our services range from single purpose studies to long-termsolutions and include:

As the stock market declined, so did the retirement assets and funding levels of many retirement plans. We understand the importance of retirement plans and the impact under-funded plans have on an organization’s financial position. Therefore, we employ the latest technology and actuarial expertise to provide forward looking information to help you better manage your retirement plans. We use this information to help you avoid difficulties and financial surprises by anticipating potential problems and preparing solutions before they exist.

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Employee and Management Training

Services

Adult Learning

Human resource development strategy Developmental needs analysis Thought leaders program input Curriculum Development


Our training & development services help our client organizations successfully manage changes. We customize our services, through a variety of approaches appropriate to each selected engagement, to match and develop by indoctrinating and teaching employees about strategy, culture, leadership, management and professional job skills. We provide a comprehensive group of services that allow clients to integrate their employee development initiatives with other organizational change and human resource endeavors. Because of our expertise in all areas of human resources, we can ensure a fully integrated approach. Our services include:

Content and Materials Publication Expert facilitation Logistical planning and scheduling Self-directed training curricula and media

Our training programs provide knowledge and skill development in all areas of human resource development. Each client training engagement is structured to help participants develop into leaders and change agents within their organizations upon successful completion of our education and training. We also offer pre-packaged modular course ware which enables participants to build upon current competency models and leadership concepts.

The true barometer of success for any human resource development program and initiative is measured change in organizational attitudes and employee work behavior. With this in mind, we understand that adults learn differently, and that true behavior change occurs over time. Adults who are motivated to learn do so primarily because they have a use for the knowledge or skill being sought. Learning is a means to an end, not an end in itself. For these reasons, we focus on several principals which guide each human resource development engagement.

Build upon existing participant knowledge – Adults need to be able to integrate new ideas with what they already know if they are going to keep – and use – the new information.

Design programs to reach different value sets – People are different and learn differently, so programs need to be designed to accept viewpoints from people in different life stages and with different value “sets.”

Balance organizational and participant needs – Adults have expectations, and it is critical to take time early on to clarify and articulate all expectations before getting into content.

Utilize real-world or work-specific illustrations – Adults bring a great deal of life experience into the classroom, an invaluable asset to be acknowledged, tapped and used.

Invite active participation – Adults learn most effectively when they can test their knowledge with respected peers in a controlled group setting.

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Executive Coaching and Life Planning

Services

Coaching


Coaching, implemented with individuals or teams at the top organizational level, can deliver VISABLE RESULTS and drive significant financial impact to the bottom line. Today’s MOST RESPECTED organizations employ these methods (coaching & ODI) to build alignment, to develop their current and future leaders, and to ensure the success in meeting and exceeding both individual and organization goals.

We offer coaching services that are designed to specifically address the challenges facing your organization and its leaders. At PRM, we can help address needs relative to leadership, team learning, organizational change, education and training.

PRM, leaders in workplace learning, Human Resources Development, leadership and team effectiveness -offers coaching to leaders in corporations, organizations and institutions that provides ways to introduce and learn new concepts, to cross the bridge from "learning" to "doing," and to help drive team and organizational success to a higher level.

Some of the most common benefits we have seen in organizations utilizing our coaching services include: Improved Relationships, Improved Teamwork, Improved Job Satisfaction, Improved Productivity, and Improved Quality

Coaching gives LEADERS the incentive they need to get from where they are to where they need to be - both for themselves and for their organizations.

TOP PERFORMING LEADERS hire a coach to:

Reorganize or realign a high performing organization Handle difficult and important relationships or decisions Stay on top of mounting responsibilities Take the next big step on the executive path Kick a stalled career into high gear

Our seasoned business and life coaches can provide personalized, consistently-focused coaching to help your leaders reach their professional and personal goals. Coaching helps individuals discover and leverage their strengths, recognize obstacles to success, and identify a course of action to help them maximize performance..

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Coaching

PersonnelTeam/

Leadership


PRM Coaching is a deliberate process utilizing focused conversations to create an environment for individual growth, purposeful action, and sustained improvement.Our coaching services are customized for each individual or for the entire leadership team.

AT PRM OUR CORE COACHING:

The benefits extend from the individual to the entire organization, providing both with improved productivity and performance.

Benefits of Coaching for the organization include:

Executive Coaching - Develops fast-trackers and high performing leaders. Often executives need an objective, neutral sounding board to discuss challenges, opportunities, and their perspective. Our coaches allow executives and managers to step away from their day-to-day routine and effectively strategize on how they can reach beyond where they are currently and begin to focus on where they would like to be over the next 6 to 12 months.

Professional Development Coaching - Is similar to executive coaching and is offered at all levels within the organization.

Life Planning/Career Development/Transition Coaching - Is for individuals needing and/or wanting movement in their life or advancement from their current position. Career coaching helps individuals to utilize their strengths, to see where they may have blind spots, and to identify a course of action.

Aligning individual performance with team and organizational objectives Maximizing and leveraging strengths to build a stronger team Increasing and enhancing communication between managers, direct reports and teams Helping individuals take ownership and responsibility for their behaviors and actions that affect the teams Encouraging individuals to stretch beyond their assumed constraints in support of the team

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PersonnelTeam/

Leadership


FAMILIAR CHALLENGES AND NEW INTERVENTION:

Numerous clients have indicated that coaching positively impacted their careers as well as their lives by helping them to take greater responsibility and accountability for actions and commitments.

Organizational Change

Strategic Alignment

What is supporting your organizational change initiative? How do your leaders get help in addressing their challenges with the new direction of the organization? What is the cost to the organization for not moving effectively and efficiently through the change initiative?

PRM Organizational Development provides a platform where individuals can discuss challenges, concerns and appropriate actions needed to be taken in a safe and objective environment. Coaches working in this arena help individuals achieve balance between their own needs and those of the overall organizational change objectives.

What keeps your senior leaders up at night? Who can they talk to about these things? A PRM Strategic Alignment coaching initiative can help you meet your strategic goals and expand those goals

throughout the organization. We help you and your team ensure there is alignment regarding your strategic objectives at all levels in the organization. Leaders are coached to understand how their individual contributions have a significant impact on the greater team.

Development of Leadership "Bench Strength"

This PRM coaching process is for high potential, fast-trackers who are vital to the organization. It provides the support they need to reach maximum effectiveness as quickly as possible.

The personal benefits of coaching are as wide ranging as the individuals involved.

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Executive Search, Employment and Recruitment

Services

Versatility

Job Vacancy Content Design or Refinement Use of Search “Teams” Multiple sourcing solutions (Web recruiting, professional networking, diversity sourcing, print advertising) Targeted Selection Approach Multi-level candidate screening Reference and background verification Consulting and facilitation for internal selection boards and committees Development of final offer packages 90 day on-boarding/coaching


Our executive search, employment and recruitment practice integrates the elements of: a) Client Requirements; b) PRM’s Job content and Job Market Knowledge; and c) our placement expertise, to achieve a “search synergy.” This synergy enables PRM to assure maxim exposure of the position vacancy to the most appropriate candidate population in a short period of time. We often use our organization design/effectiveness expertise to assist clients in the design of new positions or the redesign of existing positions to further facilitate the search process. Our services include:

PRM consultants’ collective experience spans a variety of industries including corporate professional services, government, not for profit, and general industry. Few business decisions are as strategic and difficult as an organization’s decision to hire a key executive or individual contributor. Few business decisions are as potentially damaging and costly to an organization as is making the wrong hiring decision. We provide complete information and advice both to our clients and the candidates during the search so that all expectations are well-managed. In this way, the best match of job to person is achieved. We can do this because of our extensive experience in organization analysis and development, job analysis and design, and candidate assessment. Our placements include “C” suite positions such as Senior Operations Executives (CEO, CMO, CHRO, CAO, CFO, COO), and management positions such as Marketing, Sales and Human Resources Managers.

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Organization & Employee Communication

Services

Media Experience

Versatility


Our communications team includes hands-on professionals with deep and broad experience. We provide communication consulting services in the following areas:

Health and wellness programsMedical and other healthcare plansAnnual enrollmentRetirement planning and benefitsCompensation and incentive plansPerformance management systemsMergers and acquisitionsChange managementCompliance communicationsHR branding

Our media experience includes:

Traditional printPersonalized printDirect mailWeb-based communicationsStreaming videoDigital brochuresFocus groups and surveys

Since opening the Atlanta-based communication office in May of 2008, PRM has been recognized with more than 40 industry awards for our clients. Recognitions include work for print publications such as annual enrollment materials and newsletters, as well as electronic submissions, including streaming video and Website design. Among industry recognitions are: APEX Awards (Awards for Publication Excellence), Communicator Awards from the International Academy of Visual Arts, Hermes Creative Awards from the Association of Marketing and Communication Professional, Silver and Bronze Flame awards from the International Association of Business Communicators, and Platinum, Gold and Silver awards from the League of American Communication Professionals.

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Outplacement and Transition

Executive Outplace-

ment Deliverables

(Cont’d)


Development of Job Opportunities

PRM employs dedicated consultants trained to work with executives to uncover job opportunities which are targeted to their specific needs and interests. Our network has been developed over 30 years by fostering strong relationships with C-Suite executives, HR practitioners, and search firms. Research is provided regarding the local job market and business trends, providing introductions to recruiting and search communities, which allow us to connect your executives to business opportunities quicker.

PRMCG Career Workshops

PRM provides expert trainers to facilitate developmental group workshops for the transitioning executives. Examples of career training topics include:

Transition Fundamentals – These workshops provide the fundamentals upon which members receiving individual services will undertake their job search with the full support of the many tools and resources PRM provides. Career Coaching Workshops – A wide range of career transition topics are available based upon the identified needs and expressed wishes of member executives. Individual sessions are also utilized.

Job Market Research

PRM has access to real time data and provides current trends and job market reports both in the U.S. and abroad. Our research includes summaries of the local market; employment by industry; occupational employment projections; cost-of-living analysis, major employers and industries; state and local employment center resources and links to key local and regional executive publications, chambers of commerce’s, chapters of national business associations, and alumni groups, etc.

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Outplacement and Transition

Executive Outplace-

ment Deliverables

(Cont’d)


Peer Networking

PRM works to connect executives to on and offline roundtable events, conferences, networking events tailored to the background and interests of our transitioning executives.

Networking Databases

PRM helps executives to development and utilize target potential employer lists, where key hiring decision-makers can be identified. (Zoominfo, Linkedin, Hoover’s Online, Dun & Bradstreet, etc).

Developing and Controlling the Online Professional Brand

PRM’s resume coaching ensures online brand presence is developed and managed. Our social media experts coach the executive in proven online personal brand development strategies and tactics. Instructions are delivered on how to connect with and control the online professional brand identity via development of the most widely utilized social networking solutions (Zoominfo & LinkedIn).

Access to Online Tools / Web Resources

PRM resource guides cover a wide range of recommended transition strategies and with numerous links to high-quality Web resources. More than 200 state-of-the-art career courses developed by SkillSoft, a leader in the eLearning market, provide executives access to a wide range of technical topics, and are offered in nine languages.

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Selected Clients

Research & Education

Trade Associations

Academy for Educational Development American Institutes for Research Calvert School, Inc./Calvert Educational

Services Carlos Rosario International School Center for Naval Analysis Construction Specifications Institute The Institute for Genomic Research


MedStar Research Institute Mitretek Systems Rocky Mountain Institute United States Naval Academy Alumni Association

and Foundation US Naval Institute Urban Land Institute Urban Institute

AdvaMed Air Transport Association Air-Conditioning & Refrigeration Institute Alliance of Automobile Manufacturers American Anthropological Association American Forest & Paper Association American Council of Life Insurers American Gem Society Association for Investment Management &

Research The Association for Operations Management

(APICS) Association of Military Banks of America Association of Small Foundations Association of the United States Army Business Software Alliance Futures Industry Association

Healthcare Distribution Manufacturers Association

International Association of Fire Chiefs Investment Company Institute Military Officers Association of America National Association of Chain Drug Stores National Air Transportation Association National Organization of Life & Health Insurance

Guaranty Organizations National School Boards Association National Telephone Cooperative Association National Venture Capital Association NPES Retail Merchants Association of Greater

Richmond United States Telecom Association Washington Area New Automobile Dealers

Association

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Selected Clients

Government

Professional Societies

Social Health/Welfare

Amtrak Baltimore County The British Council DC Government DELCORA Fairfax County, Virginia Metropolitan Washington Airports Authority


Naples Airport Authority New Castle County NOAA – Nautical Oceanic & Atmospheric

Administration U.S. Department of Commerce US-OPM United States Postal Service

American Academy of Actuaries American Bar Association American College of Physicians American College of Radiology American Society of Civil Engineers American Society of Association Executives American Statistical Association American Urological Association CESSE

National Association of Social Workers National Parks Conservation Association Pennsylvania Medical Society Project Management Institute Society for Human Resource Management Society of Actuaries Specialty Society Care Coalition University of Virginia Alumni Association

American Cancer Society American Diabetes Association American Lung Association Cambria County Association for the Blind and

Handicapped Catholic Charities of the Archdiocese of

Baltimore

Chenango County Chapter of NYSARC, Inc. Family service League of Suffolk County Institute for Community Living National Assembly National Captioning Institute National Health Council

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Selected Clients

Higher Education

Foundations

Healthcare

American University Claflin University Dillard University Florida International University Howard University Maryland Institute College of Art


Morehouse School of Medicine Morehouse College Regent University Rensselaer Polytechnic Institute Villa Julie College

Alvin Ailey Dance Foundation Council on Foundations Fannie Mae Foundation Foundation of the Pennsylvania Medial Society Gilbert Foundation International Foundation of Employee Benefit

Plans

Kellogg Foundation Living Classrooms Foundation Maddox Foundation McKeen Fund Safer Foundation Whittaker Foundation

Betances Health Center Children’s Hospital Boston Community Development Healthcare Association of New York State Humanim Inova Health Systems Kaiser Permanente Kennedy Krieger Institute Mary Campbell Center Maryland Emergency Medicine Network Open Door Health Center

Palisades Medical Center Providence Hospital Saint Clare’s Healthcare System Sibley Memorial Hospital South Nassau Communities Hospital Veterans Administration Medical Center,

Richmond Virginia Health Quality Center Warrenton Overlook Health & Rehabilitation

Center Washington Hospital Center

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Selected Clients

Other Mission Focused

AARP AfriCare American Public Health Association Arundel Community Development Services Atlanta Neighborhood Development

Partnership CAHEC Coalition for the Homeless Council on Competitiveness National Capital Revitalization Corporation Corporation for Public Broadcasting InCharge Institute Maryland Public Television Mary Knull Fathers/Brothers


Melwood Horticultural Center National Captioning Institute New York

Foundation for Senior Citizens New York City Charter Schools Pennsylvania DUI Association SECU - State Employees Credit Union US DOD Science & Technology Labs US Office of Personnel Management United Negro College Fund United States Conference of Catholic

Bishops Washington Convention Center WETA Women’s Business Enterprise National

Council World Bank

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Selected Clients

Commercial Technology

Other Commercial


MarketSource, Inc. McFarland & Associates Motley Fool Northrop Grumman Pearson Government Solutions Phoenix Color Corporation Proxtronics QuadraMed Corporation SAGA Software TeleCommunication Systems Titan Corporation TVI Ultra Technologies Veridyne ViroPharma

American Management Systems BAE Systems North America Cell Signaling Technology DCS Corporation The Lewin Group DigitalNet Government Solutions DNP Photo Dynamic Concepts, Inc. General Dynamics High Performance Technologies, Inc. iDirect Technologies Information Systems Laboratories, Inc. Interliant, Inc. KEI Pearson KRA Corporation L-3 Communications

Airlines Reporting Corporation Anthem Blue Cross & Blue Shield Atlanta Life Financial Group Bankworld, Inc. Buffalo Wild Wings Greg Norman CareCore Host Marriott Lulemon Athletica Mobil Oil Corporation National Football league NextStage Entertainment

PNM Resources, Inc. Ralph Lauren Footwear Reebok International, Ltd. Rockport SCA Tissue North America Smith & Downey, PA STIHL Sutherland, Asbill & Brennan Ullico Washington Gas XFI Corporation

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Selected Clients

Other Nonprofit


PSI Resources for the Future Sport Professional Inc.

American Revolution Center at Valley Forge

Logistics Management Institute