CHARLOTTE MODULE PROGRAM MBE CAPACITY BUILDING OVERVIEW

1. CHARLOTTE MODULE PROGRAM MBE CAPACITY BUILDING OVERVIEW In Partnership With: July 12, 2011 David Willis, Principal / Presenter david@nulevelsolutions.com Office: 888.503.3218 Fax: 888.503.6170 NuLevel Strategic Solutions, LLC 200 S. Tryon Street, 10th Floor, Ste. 1000 Charlotte, NC 28202 www.nulevelsolutions.com

2. MBE Capacity Development Partners Participating MBEs will receive unprecedented exposure to Corporations, as well as hands-on professional technical support geared towards building capacity and facilitating growth. This support will be provided, in part, via support from, the CMSDC, the Charlotte Chamber of Commerce, Participating Corporations, and, the North Carolina Institute of Minority Economic Development, Inc. (“NCIMED”). • In Partnership with CMSDC and NCIMED, NuLevel Strategic Solutions, LLC will serve as the Module MBE Consultant, facilitating the following: • Mod-Link Tool Development / Management • MBE Assessments • Managerial & Technical Support –via the NCIMED Minority Business Enterprise Center Charlotte Module Program MBE Capacity Building Overview

3. A Bit About Assessments Performance¹ Information • Corporate & MBE Evaluations: • Corporate Best Practices • MBE On-Line Assessment • Monthly Data Tracking: • Referrals • Contract Awards • Change in FTEs • Corporate & MBE Repository: • On-line File Sharing • Events and Activities • Announcements Mod-Link is an on-line project management / collaboration tool designed to help facilitate the management and tracking of the Module Initiative 1) Performance data will be captured on a monthly basis at the beginning of each Module session. Other tracking items may apply. Charlotte Module Program MBE Capacity Building Overview

4. MBE Capacity Building Model – At 50-Thousand Feet 1 2 Organizational Assessment Coaching / Training / Resources On-Line Assessment Development Plan M&TA Capacity Building Positive Strategic Outcomes Dual approach for MBE capacity building includes, 1) Inner-Module Capacity Development Strategy and, 2) External M&TA, driven by comprehensive Organizational Assessment Charlotte Module Program MBE Capacity Building Overview

5. MBE Assessment Results As of July 12, 2011 2012 Areas Median = 3.5 Key areas for improvement identified by Corporations; 2011 MBE Development Sessions will be centered on these areas. Charlotte Module Program MBE Capacity Building Overview

6. “Deep Dive” Assessment Process Strategic M&TA efforts designed to help MBEs define and achieve realizable goals Charlotte Module Program MBE Capacity Building Overview

7. 2011 MBE Capacity Development Timeline Session IV: Board Dev. / Succession Planning Session IV: Financing Strategies Session III: Financial Planning Target Assessment Completion Session II: Industry & Market Research Session I: Strategic Plan Complete Site Visits / Data Collect Kick-Off Site Visits / Data Collect July November December August September October MBE Capacity Building Overview Charlotte Module Program