1. 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…
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2. Do Good | Have Fun | Make Money
Typical employees Loyal, engaged employees
and customers and customers
Let’s look at some company results, applying collaboration…
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3. Do Good | Have Fun | Make Money
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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4. Do Good | Have Fun | Make Money
Carlson Wagonlit Travel Results
Rochester, St. Louis and Houston Results: All three pilots exceeded budget by 10-20%,
Results
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
12,000
10,000
8,000
6,000
4,000
2,000
-
Jan-06 Feb-06 Mar-06 Apr-06 May-06 Jun-06 Jul-06 Aug-06 Sep-06 Oct-06 Nov-06 Dec-06
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
Janet Wheatley: “These results are nothing less than incredible.”
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5. Do Good | Have Fun | Make Money
SRC Holdings Results
$234
$359M
1095
$70M 423
$18
$16M 119 $.10
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6. Do Good | Have Fun | Make Money
Anthony Wilder Design
Impressive Initial Results...
Began in 2007
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7. Do Good | Have Fun | Make Money
Anthony Wilder Design
Wall Street Journal: 2009 Top Employer...
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8. Do Good | Have Fun | Make Money
Southwest Airlines
Collaborating with the Pilots...
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9. Do Good | Have Fun | Make Money
Elements IV Interiors
Publicity Pays Twice…
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10. Do Good | Have Fun | Make Money
Federal Companies
Company and Employees benefit...
Federal Company & Employee Benefits ($1,000's)
$4,500
$4,000
$3,500
$3,000
$2,500
$2,000
$1,500
$1,000
$500
$-
2001 2002 2003 2004 2005 2006
GGOB $- $- $- $358 $480 $650
Discretionary contribution $450 $435 $487 $467 $524 $389
401 (k) Match $53 $47 $49 $47 $49 $238
Retained by Federal $224 $438 $461 $1,915 $1,717 $2,558
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11. Do Good | Have Fun | Make Money
Universal Engineering
Results Drives Valuation...
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12. Do Good | Have Fun | Make Money
MSA Engineers
OBM Principles Drive Growth Strategy
Gross Profit From Operations
% of Net Revenue
25.00%
20.00%
15.00%
10.00%
5.00%
0.00%
Current Yr Actual Current Yr Plan Prior Yr Actual
GGOB Bonus Plan Funding
10.00%
8.00%
6.00%
4.00%
2.00%
0.00%
From one Baraboo, WI office to
Current Yr Actual Current Yr Plan Prior Yr Actual
now 15 offices across four states.
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13. Do Good | Have Fun | Make Money
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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14. Do Good | Have Fun | Make Money
Founder / Practice Leader: Bill Fotsch – Performance Management
Director of Marketing: Michael Wentworth – Sales Support
Practice Leader: Barry Rellaford – Performance Culture
Director of Content: John Case
Content Support / Webinar and Podcast: Srinivas Rao
Director 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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15. Do Good | Have Fun | Make Money
• 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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16. Do Good | Have Fun | Make Money
• 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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17. Do Good | Have Fun | Make Money
• 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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18. Do Good | Have Fun | Make Money
Activity MONTH
1 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 --> <------------Implementation Phase --------------->
Design Phase --> Refine --> < --
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19. Do Good | Have Fun | Make Money
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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20. Do Good | Have Fun | Make Money
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 bill.fotsch@col-com.com
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