RoundITrackA:STRUCTURE&STRATEGY:CustomizeERGStrategyto

ImpactBusinessGoalsFACILITATOR:RobertLawrenceWilson/Principal/AdvanceDiversityPartnersLLCPRESENTERS:KonikaBell/Director,Diversity&Inclusion,HumanResources/TIAAKimCoovert/Director,DigitalAdver?singSalesandStrategy/SearsHoldingsJohnPerez/SeniorManager,AdvancedSourcing&Innova?on,AnimasCorpora?on,ConsumerMedicalDevices/Johnson&Johnson

KonikaBellDirector,Diversity&Inclusion,HumanResourcesTIAA

TIAAERG’s

ThevalueERGscanbringforemployeesandtheorganizaSon

Employee Engagement

Community Outreach

Organization Reputation

Talent Development

Business Impact

Business Value

Proposition

Women’sERG-Sample

EXECUTIVESPONSOR TOTAL#OFMEMBERSNATIONALLEADER(S)

Vision Advancewomenpersonallyandprofessionally.

Mission Engage,empoweranddevelopwomenatTIAAresul?ngingreaterfulfillmentfortheindividualandincreasedsuccessofthefirm.

Strategy

Engage:Increasemembership&chapters(includingAWS),100%EMT&SLTEmpower:LEANINCirclesleadbyseniorwomenleadersDevelop:LeadershipandCareerDevelopmenteventsandtrainingSupport:NewServicesInput,ServiceDays,H&WIni?a?ves,ExternalAc?vi?es

JohnSmith

JaneSmith 2,821

SampleERGAcSonPlanERGVALUEPROPOSITIONOBJECTIVES

BusinessImpact TalentDevelopment EmployeeEngagement OrganizaSonReputaSon CommunityOutreach

Embracehighimpactbusinessopportuni?es

Enhancetalentiden?fica?onandleaderdevelopmentatmul?plelevels

ofthecompany

Integratediversitydeeperthrough

theorganiza?on

BuildthebrandofTIAA

Strengthenspartnershipswithcommuni?es

ACTIONPLANS

Timing ValueProposiSonObjecSve Event/AcSviSes BusinessOutcomes Measurements

Q1 BusinessImpact •  ChampionoftheTIAABrandLaunch•  FeedbackontheWebsite(Feb8)

•  IncreasedBrandawarenessinternallyandexternally

•  Promo?onac?vity•  #offocusgrouppar?cipants

Q1Q2Q1-Q4

DevelopFutureLeaders

•  Personal&CareerDevelopment(Q1)•  BoardPosi?onsProgram•  LEANIN–Groupmentoring

•  Moredevelopmentplans•  Increasedtalent•  Employeeengagement

•  Par?cipa?oninprogram•  Programfeedback&surveyresults•  %ofcareerprofilescomplete

Q1-Q4

EngagementandEmployerofChoice

•  NewRegionalOfficesChapters&expandtointerestedgroups(Nuveen)

•  AlliesProgram(s)–Women&ERGs•  SpeakersSeries:Internalandexternalspeakers-e.g.Women’sHistoryMonthSpeaker:AlpinistZoeHart2/15

•  Women’sMul?-culturalSummit(Q2)•  ChapterLeaderTraining(Q1:FrancesHesselbein)andSuccessionPlanning(Q3/4topreparefor2017)

•  WERGgrowth•  Employeeengagement•  Employeeinspira?on•  Moreinclusiveculture•  WERGsustainability

•  Numberofprograms•  Par?cipa?oninprograms•  Programfeedback&surveyresults•  ImprovedCultureSurveyscores

Q1-Q4 BrandandEmployerofChoice

•  SupportTIAAEfforts(HR,Charity,Recrui?ng,Community)

•  ExternalWomen’sEvents,Community•  Na?onalsurveys–e.g.WorkingMothers

•  Co.ini?a?vesengagement•  EnhancedTIAAbrandandrecrui?ngopportuni?es

•  Par?cipa?oninprograms•  Programfeedback&surveyresults•  ExternalBrandexposure

Women’sERGSample

TestedthenewVoiceBiometricsystemwithIT

GenY,HispanicandWomen’sMarket

Ini?a?ves

PartneredwithCampus

Recruitment

Providedgenera?onalpercep?onsof403(b)products

ERGBusinessImpacts

ERG Business Impact

ConsultedonFinancialLiteracy

Educa?on

WorkedTotalRewardstoreviewandupdatebenefits

•  TailoredProfessionalDevelopmentCurriculum

•  LeanInWomen'sDevelopmentandSpeakers

•  VeteranRecrui?ngPartnership“MilitaryTranslator”

•  FutureStateWorkplaceArchitecture

•  CrossCulturalMentoring

•  LunchwithLeaders

ERGWorkplaceImpacts

D&ITIAAIncubator–FromD&ItoDNA

TheIdea TheConcept ProgramBenefits• Whenabusinessareaisfacedwithachallenge,itwillformallyengagetheD&IIncubatorteamtohelpcrea?velyandinnova?velyprovidesolu?onsforthebusinessproblem.(Example–TIAADirectischallengedtogrowitscustomerbase).

•  ProjectscanbesimpleorcomplexbasedonproperapprovalfromSLT/EMT/Legal/Compliance

•  Producescrea?veandinnova?vesolu?onsthatdifferen?ateTIAAandgiveitacompe??veadvantageinthemarketplace

•  Fostersadiverseandinclusiveenvironment-openinganavenueforD&Itofurtherinfluenceandstrengthentheoverallorganiza?on

•  ReaffirmstheabilityofERGstohelpdrivebusinessresults

•  IncreasesvisibilitybetweenleadersandERGmembers

•  Championsmobilitybyallowingleaderstolearnmoreabouttalentthatexistsoutsideoftheirbusinessunit

•  TheD&IIncubatorisathinktankcomprisedofmembersfromvariousEmployeeResourceGroups(ERG)thatbusinessareascanleveragetocreateunexpectedandinnova?vesolu?onstotheirbusinesschallenges.

KonikaBellDirector,Diversity&Inclusion,HumanResourcesTIAA

CUSTOMIZINGERGSTRATEGYTOIMPACTBUSINESSRESULTS

§ KimCoovert§ Chair:WOMENINLEADERSHIPDEVELOPMENT(WiLD)§ Director,DigitalAdver?singSalesandStrategy

HowWeImpactBusinessResults

§  IncorporateourCulturalBeliefsintoourmee?ngs,programinganddailyinterac?on

§ MeasureimpacttothebusinessbyaligningourgoalsandaccomplishmentswithourCulture.

§  SetStrategicGoals,matchthemwithourKeyResultsandcreateappropriatemeasurements

2016MonthlyCultureThemes

BuildYourSuccessbyBuildingTrustWorkshop§ Hightrustteamsaremoreinnova?ve,engaged&successful

§  Cul?va?ngtrus?ngrela?onships=§ Morefrequentandfasterpromo?ons§ Moreresponsibility§ Higherjobsa?sfac?onthanthosewithlowtrust

§  Buildingtrustimprovespersonalandteamperformance

BuildYourSuccessbyBuildingTrustWorkshop

EmbraceFeedback

AnnualReporSng

§  Attheendofeachfiscalyear§ Logaccomplishments§ Setgoals

§  Tieallac?vi?estobusinessimpact§  ADDVALUE§  EmphasizethebenefitsofyourARG

Roadmap to Success-Mentoring

Mentoring•  NewMentoringCommibeeChair-StaceyCrabtree

•  Matched20MenteeswithMentors!•  HostedaMentoringInformaSonSessionforapproximately20abendees

•  HostedaMentor/Menteepanelwith30abendeeswhichreceivedravereviews

•  QuarterlypresenceintheWiLDNewsleber

Mentoring•  Officiallylaunchthenewyear-roundMentoringProgram

•  Host2MentorLearningevents•  Helpcross-promoteMentoringinalltheARG’s•  RecruitmoreMentors&Mentees•  ConSnuewithquarterlypresenceintheWiLDNewsleber

Scorecard

§ Opportunitytoshowvaluetoandimpactonthebusiness

§  Summarizesemployeedevelopmentac?vi?es§  Tally’sengagementsta?s?cs§ Highlightsbusinessfocusareas§  Includesnumericmetricstoshowpar?cipa?on

2015 Scorecard

§  Leveragesponsors§ Helpsolvebusinessproblems§  Par?cipateinshopperresearch§  Seekopportuni?estotalkabouthottopics§  Createenrichingprogramming§  BeCultureAdvocates

TipsforIdenSfyingBusinessValue

§ Kim.Coovert@searshc.com§ (847)286-4476

CUSTOMIZINGERGSTRATEGYTOIMPACTBUSINESSRESULTS

JOHNSON&JOHNSONVETERANSLEADERSHIPCOUNCILEMPLOYEERESOURCEGROUPJohnPerezSeniorManager,AdvancedSourcing&InnovaSon,AnimasCorporaSon,ConsumerMedicalDevicesJohnson&Johnson

Focusareasfortoday’spresentaSon:§  BriefJohnson&JohnsonCompanyOverview

§  VeteransLeadershipCouncil(VLC)AnexamplefromoneofJohnson&Johnson’s11employeeresourcegroups.§  Structure§  Goals

§  KeyLessonsLearned

Our Company

ConsumerMedicalDevices Pharmaceu?cal

Johnson & Johnson Family of Companies Three segments, numerous therapeutic areas, over 100,000 employees, products touch over 1 billion patients and consumers each day…

OurCredo•  Createdin1943

•  Commonsetofvaluesunifyingdiversebusinesses

•  Drivesdeepcommitmenttoethicalprinciples

•  …isthecornerstoneoftheCompany’sbeliefs,keepingusfocusedonfulfillingresponsibili?estoourCustomers,Employees,CommuniSes,andStockholders.

OurVLCStructure•  24chapters,in10states,over

1,400members

•  10-personna?onalleadershipteam

•  Execu?vesponsorship

OurVLCMission&Goals:Structured&CascadedCaring For Our Heroes

Our People Our Community Our Marketplace Building a strong veteran network to attract, retain and develop veteran

talent.

Leading and supporting efforts to make our veteran and family

communities safer, healthier and stronger.

Aligning our J&J Corporate & Brand objectives with good works to support

veterans and their families.

•  Fostercamaraderie•  Avract,developandretainveterantalent•  Supportprofessionaldevelopment

•  Leadanddevelopcommunitypartnerships•  Leadoncampusveteranac?vi?es •  SupportJ&Jbrandpartnerships

•  TalentDevelopment

•  RecruiSng

•  RecogniSon&Onboarding

•  CommunicaSons

•  SupportKeyPartnerAcSviSes

•  SpecialProjects

•  SupportVeteranMarketIniSaSves:

•  SupportJ&JSupplierDiversityProgram

Framework:

FrameworkVision:

SpecificGoals(parSallyredacted):

SpecificAnnualObjecSves(parSallyredacted):

Theme:

KeyLessons§  Anyguidingframeworkisbeberthannoframework.

§  Explana?on:Developsomestructuredplan.Itisthe“planningnottheplan”thatmavers;nothingisperfect.Periodicallyrefreshinalignmentwithyourorganiza?on’splanningcycle.

§  Cleargoals,structure&accountabilityinspiresinvolvement.§  Explana?on:Thereisapercep?onthat“top-down”ac?vi?eswilldissuadeengagement.YoucanhaveBOTHground-up

engagementandinspira?onandtop-downgoalfinaliza?onandframeworksexng.Organiza?onleadersshouldbeheldaccountable–ataminimumforthemthisisn’tjust“extravolunteering”.

§  SomeSmesanemployeeresourcegroupcandriveand/orsupportcriScal“specialprojects”thatonlyrequireasmall,focusedteam.§  Example:Advising&advoca?ngforinternalpolicyadjustments;Advisingonexternalcollabora?ons.

§  CascadeyourgoalsandobjecSvesfromyourparentorganizaSontoyoursubsidiarychapters.§  Explana?on:Peoplewanttofeelinspired,connectedandpartofsomethingbigger.Geta“cri?calmass”behindini?a?ves–

becomesmoreefficientatscale.

§  Focusonwhatyouaregoodat.What’syourcompeSSveadvantage?§  Example:Agroupoftrainedphysicianswouldbebevertovolunteerasphysiciansthantopackcarepackages.