Inclusion Council Strategic Planning Session Meeting in a Box

1. Inclusion Council Strategic Planning SessionMeeting in a Box

2. Objectives At the end of this session, we will have: • Greater insight on the Inclusion Council and BRG’s alignment to the Bank’s Strategies • Plans aligned to the main focuses of the Inclusion Council and BRGs: Business Excellence (Marketplace) Employee Development (Workforce) Membership Connections (Workplace) Corporate Social Responsibility (Lifespace) • Resources to support your BRG or Committee leaders in creating Strategic Plans for the next year

3. Inclusion CouncilStrategic Planning Journey Strategic Plans

4. Four Stages of Team Development & Personal Change Key - Minimize depth and duration in Lower quadrants Performing Forming Ambiguity & Uneasiness Opportunity & Challenge Anticipation Commitment Denial New Team Forms, Change is Introduced Anger Acceptance Provide Basic Information Provide Inspiration/ Involvement Resistance Exploration Storming Norming Uncertainty Check Out ProvideRecognition/Support

5. Inclusion Council and BRG Goals Recruiting & Retention Opportunities

6. Steps for Strategic Planning Session • Step 1: Discuss alignment of BRG or Inclusion Council Committee to business opportunities and strategies. • Step 2: Possibility Thinking Activity • Step 3: Prioritization Process • Step 4: Begin Creating Strategic Plan

7. Business Opportunities

8. Business Opportunities

9. Step 1: Tactics & Metrics Alignment to Bank Strategies

10. Step 2: Possibility Thinking Activity • Answer the question, “What things should your Inclusion Council Committee or BRG start doing?” Use post-it notes to capture the work the Inclusion Council or BRG could do if the sky was the limit and place on the appropriate flip chart. • Review the items as a team and group into main themes. • Combine items where appropriate and look for ways to balance out the flip charts. Are there some flip charts more full than others?

11. Step 2 Result: Inclusion Council & BRG Outcomes Membership Connections Outcomes: • Improve employee’s awareness of the Bank’s Engagement & Inclusion Strategy through clear and consistent communications of events, meetings and networking opportunities • Reflect the Bank’s values and demographics of employees, markets and communities through internal and external communication vehicles • Demonstrate a strong brand/identity through the Inclusion Council and BRGs communication vehicles • Metrics: % of constituency population & membership growth, active vs inactive, # retained & promoted, hits on ILP. Corporate Social Responsibility Outcomes: • Enhance Bank’s reputation by leveraging involvement in key community events • Generate talent pipeline from key community events • Increase employee engagement through community volunteerism. Metrics: Marketing from event, Ad placement targeted to diverse groups, # in community served, community service volunteer hrs, logged, # referrals, resumes & interviews. Business Excellence Outcomes: • Contribute to new client relationships , retention of existing clients, & recruiting opportunities by identifying key organizations to partner with for business networking • Enhance multicultural campaigns, product & services through BRG insights and input • Improve the Bank’s operational excellence through the development of more efficient ways of accomplishing our goals Metrics: New business relationships, # accounts opened, ATM transactions, track # focus groups, insights gleamed, influence on product development, marketing strategy & ads. • Employee Development • Outcomes: • Increase talent optimization, internal placements, retention, engagement & inclusion through career dev. opportunities • Enhance intercultural competence of employees • Develop business knowledge/savvy through learning events • Metrics: % of participation of employees & Leaders, # promo/ transfers, # new members, event feedback, pre & post evals

12. Step 3: Prioritization Process • Move the items to the Prioritization Chart and rank from High to Low in the areas of Business Impact, Resources Match and Strategic Link. • Add up the scores and determine the year the task will be targeted. Example: Prioritization Chart

13. Prioritization Chart

14. Step 4: Draft Plan • Move the items that can be completed this upcoming year to the IC/BRG Strategic Planning Template and begin completing the fields in the template. Example:

15. Inclusion Council & BRG Strategic Plan

16. Resources • Inclusion Council & BRG Executive Advocates, HR Advisors and Committees • Community of Practices • Virtual Learning Labs • Fostering Engagement & Inclusion ILP • Inclusion Council Leader Tools • Diversity Best Practices Membership

17. Community of Practice Calls

18. Virtual Learning Labs • Conducted by Fifth Third Bank’s Diversity & Inclusion consultants, The Winters Group. • Normally last 60 minutes. • Can be taken from the convenience of your desk. • Free! • Register using the below link: VLL Registration Link

19. Fostering Engagement & Inclusion ILP Step 1 Step 2

21. Corporate Membership www.diversitybestpractices.com

22. “Be the change you want to see in the world.” -Mahatma Gandhi resources

23. Next Steps • Create and finalize the Inclusion Council and BRG’s strategic plans • Drive active engagement in regular Inclusion Council and BRG team meetings • Continue to recruit Inclusion Council and BRG members and build a succession plan • Update region’s Inclusion Council/BRG ILPs and upcoming year’s Calendar of Events • Continue development as an Inclusion Council Leader

24. Close “You may never know what results come of your action, but if you do nothing there will be no result.”    -Mahatma Gandhi Thank you!