Organizational Consulting and Project Management Services Overview

Offering strategic employee surveys, life cycle surveys, pulse surveys, and more, our consulting firm specializes in providing tailored solutions to enhance organizational performance. From survey development to competency modeling, we deliver comprehensive services to drive sustainable change and foster growth. Our project management tasks include internal and client meetings, timeline maintenance, and training to ensure successful project delivery.

• Consulting Services
• Employee Surveys
• Project Management
• Organizational Performance
• Sustainable Change

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1. Greetings IO Fans! Sertrice Grice Radford University Presentation

2. A little about me BS in Psychology from Emporia State University, KS 2015 Minor in Sociology and Management Radford class of 2017 Consultant/Project Manager at OrgVitality Moving to Los Angeles 2 OrgVitality Confidential

3. About our clients In past year, surveys and 360s conducted in: Selected to support both: Staff have worked with: Mayflower Group 42 of the Fortune 100 IT Survey Group (ITSG) 89 of the Fortune 500 100+ countries 11 Best Places to Work winners 40+ languages Research partner to: Numerous non-profits National Organization for Disability 3 OrgVitality Confidential

4. Our philosophy Fusion of Science & Technology Fusion of Science & Technology Creating sustainable change is based on three components: Strategy Articulate Purpose 1. Strategy defining what change fits the needs of the organization 2. Insight evidence-based information to characterize the situation Action Insight Create Change Collect Data, Share Results 3. Action efforts to make change strategic-focus unique, custom design AI and human insight system-deployed action advice nudges change 4 OrgVitality Confidential

5. Our products and offerings Strategic Employee Surveys Life Cycle Surveys, such as onboarding, exit, etc. Pulse Surveys 360 Feedback Programs Customized Programs (e.g., training evaluation, performance ratings) Customer Initiated On-demand Surveys Comment Analysis (UQ) Action Planning Tool Competency Modeling Custom Performance Management Systems Dashboards 5 OrgVitality Confidential

6. Typical Consulting Tasks Survey item development Executive interviews Executive presentations Key driver analyses Training on delivering results Guidance on action planning Follow-up interviews or focus groups Competency modeling QC of client deliverables 6 OrgVitality Confidential

7. Typical Project Management Tasks Internal and Client Kick Off Meetings Weekly project calls and task assignment tracking Project timeline maintenance SQM and Reporting plan creation Coordination with IT and consultant for deliverables Training for client on project related tools Survey Admin (specifically launch) Helpdesk support coordination during survey admin QC of client deliverables 7 OrgVitality Confidential

8. Project Life Cycle 8 OrgVitality Confidential

9. Demo! If time allows, I d love to show you some of our tools as a nice visual https://rpt.orgvitality.com/OVExperience/ 9 OrgVitality Confidential

10. Lessons Learned Don t be afraid to put yourself out there! Find connections to the IO community Be willing to start small Soak up knowledge from those more experienced Sounds cheesy but, believe in yourself! Connect with people 10 OrgVitality Confidential

11. Questions? 11 OrgVitality Confidential