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2014
C H I C A G O
www.DiversityBestPractices.com #NALCCHICAGO
2014
Track C. ERG Program Managers: Recognizing ERGs as VALUABLE Business Strategy Assets
Facilitator: Michelle Ferguson, McGraw Hill Financial Presenters: Tim Bresnahan, Northern Trust Lupe Gallardo , Allstate Carmen Hodgins, Siemens Energy
ROUND III: ALIGNING WITH THE BUSINESS
www.DiversityBestPractices.com #NALCCHICAGO
2014
Track C. ERG Program Managers: Recognizing ERGs as VALUABLE Business Strategy Assets
Presenter: Tim Bresnahan
Vice President, Philanthropic Advisory Services Northern Trust
ROUND III: ALIGNING WITH THE BUSINESS
www.DiversityBestPractices.com #NALCCHICAGO
2014
Northern Trust – LGBT BRC History and Evolution: 1995 – “TNT Pride” formed as the LGBT affinity group at Northern Trust with the mission of creating a ‘safe place’ for all members of the LGBT community at Northern
1997 – Members of TNT Pride begin to lobby leaders of the bank to approve domestic partner benefits
1998 – Northern Trust becomes the 2nd financial services firm in the U.S. to offer DP benefits
2005 – TNT Pride becomes one of the official Business Resource Councils
www.DiversityBestPractices.com #NALCCHICAGO
2014 Northern Trust – LGBT BRC
LGBT Practice
Business Case
Support from Senior Leadership
BRC Leadership
www.DiversityBestPractices.com #NALCCHICAGO
2014
Northern Trust – LGBT BRC The LGBT BRC plays a key role in supporting the LGBT Practice:
Monthly business development meetings
Client/prospect referrals
Attending sponsorship events
Development of marketing materials
Thought leadership
www.DiversityBestPractices.com #NALCCHICAGO
2014
Open rates for targeted emails as high as
47%…vs. industry average of 25%
Click-through rates to NT expert content ranged
between 5-10%...vs. industry average of 2-3%
New revenue increased 46% from 2011-2013
2013 marketing investment ROI = 730%
Kept our LGBT constituency engaged
throughout 2013 with expert content
White paper on DOMA ruling
White paper on IRS ruling
2 Wealth Magazine articles
Northern Trust – LGBT BRC Measurements and Results are KEY
www.DiversityBestPractices.com #NALCCHICAGO
2014
Track C. ERG Program Managers: Recognizing ERGs as VALUABLE Business Strategy Assets
Presenter: Lupe Gallardo
Claims Senior Manager Allstate
President, Professional Latino Allstate Network (PLAN)
ROUND III: ALIGNING WITH THE BUSINESS
www.DiversityBestPractices.com #NALCCHICAGO
2014
Driving Business Results Professional Latino Allstate Network (PLAN)
Lupe Gallardo; Claims Senior Manager/PLAN President
www.DiversityBestPractices.com #NALCCHICAGO
2014
PLAN’s Shared Vision Our Purpose…
Support Growth in Latino Market
Leverage Cultural Competency for Business Impact
Build Leadership & Talent Development
Our Mission…Advance Latino Talent to Drive Business Results
www.DiversityBestPractices.com #NALCCHICAGO
2014
More About Plan…
In 2012, LatinaStyle Magazine named PLAN one of the top Latino ERGs in the country PLAN was recently named one of the most valuable Latino ERGs by Hispanic Executive Magazine
2014
Priorities Culture Career Community Commerce
www.DiversityBestPractices.com #NALCCHICAGO
2014
Genesis…Latino Claims Customer Experience
2012 Launch of PLAN Fireside Chats
70 Ideas
Story Corps Employee-led initiative recorded and archived in the Library of Congress and at the University of Texas
Language Preference Indicator
In-Language Customer
Communications
3 focus areas
Language Proficiency
Testing
www.DiversityBestPractices.com #NALCCHICAGO
2014
Results – Latino Claims Customer Experience
• 7,000+ Claim professionals trained in 14 areas
• 150,000 claims identified with Spanish language preference
• 66% increase in Language preference indicator usage
Language Preference Indicator Training
• 14 Claim letters translated & available
• 20 projected by YE
• Claims Resource website available for countrywide usage
In-language Communications
• Language proficiency pilot to launch in Q4
• 100 claim professionals in 6 markets
Language Proficiency Testing
Senior VP of Claims Now PLAN Executive Sponsor
www.DiversityBestPractices.com #NALCCHICAGO
2014
GOAL: Assist in talent acquisition of Latino candidates
Emails aimed at various target audiences
Candidate assigned a PLAN coach
Create a positive experience regardless of outcome
Results & Next Steps: • 71% open rate • 8-10 candidates in pipeline • 2 hires • Incentive referral bonus for employee referrals ($500-$1000) • Hispanic Heritage Event, National Museum of Mexican Art (10-3-14)
The Present
PLAN’s Latino Social Recruiting Campaign
www.DiversityBestPractices.com #NALCCHICAGO
2014
• Exploring New Products & Services For Latino Market
• Assist with Independent Agent Recruiting
The Future
www.DiversityBestPractices.com #NALCCHICAGO
2014
Begin With Corporate Strategy
Meet With Senior
Leaders
Identify Business
Opportunities
ERG
Ideation & Innovation
Celebrate & Communicate
Milestones
ERG Business Impact…Action Items
www.DiversityBestPractices.com #NALCCHICAGO
2014
www.DiversityBestPractices.com #NALCCHICAGO
2014
Track C. ERG Program Managers: Recognizing ERGs as VALUABLE Business Strategy Assets
Presenter: Carmen Hodgins
Communications Specialist Siemens Energy
Co-chair, Black Resource Group
ROUND III: ALIGNING WITH THE BUSINESS
Unrestricted © Siemens AG 2013 All rights reserved. Inclusion and Diversity
www.siemens.com
Black Resource Group Carmen Hodgins, Co-chair
www.DiversityBestPractices.com #NALCCHICAGO
2014
About the Black Resource Group (BRG)
Established in 2005 to provide opportunities to develop and leverage the talents of black employees in an effort to positively impact bottom line business benefits for Siemens.
www.DiversityBestPractices.com #NALCCHICAGO
About Siemens:
Nine Divisions to Serve the Global Market
1) Commonwealth of Independent States
www.DiversityBestPractices.com #NALCCHICAGO
U.S. Snapshot
Revenue $24 billion Orders $25 billion
Employees 52,000
R&D Expenditures $1.37 billion
R&D Employees 6,300
U.S. Fast Facts Fiscal Year 2013
www.DiversityBestPractices.com #NALCCHICAGO
2014
Conveniently Located Near UCF
www.DiversityBestPractices.com #NALCCHICAGO
2014
January 2014 Resume and Interview Workshop
www.DiversityBestPractices.com #NALCCHICAGO
2014
February 2014 Department of Energy Visit
www.DiversityBestPractices.com #NALCCHICAGO
2014
Alignment with BRG Strategy
Provides a pathway for
energy professionals
students
community at large
to learn more about the
dynamic energy industry.
www.DiversityBestPractices.com #NALCCHICAGO
2014
August 2014 Youth Energy Academy
www.DiversityBestPractices.com #NALCCHICAGO
2014
Results
What external affinity organizations align with your ERG mission?
2014
C H I C A G O