Vivo Strategies Strategy Consulting Practice Overview 2019 

The Work I Am Drawn To I work with managers and leaders who want to “go deep,” create exceptional work and engage in a human- centered way 

Nice to meet you… 3 The Gist Paul has over ten years experience working as a strategy consultant to top global organizations and non-profits. His expertise is in organizational culture, strategy, talent development & operations. Superpowers A love for “sensemaking” of the big picture combined with a creative hands-on attitude to deliver unique solutions to clients Favorite Podcast EconTalk by Russ Roberts Paul Millerd Founder & Principal Consultant 

#1 Invest in relationships first and look to add value to other people #2 Be human - do what’s right, not always what makes sense on a spreadsheet #3 Stay humble, continue to learn and be willing to admit mistakes #4 Be willing to think different and challenge conventional wisdom or practice #5 Embrace the Charlie Chaplin quote: “a day without laughter is a day wasted” FIRM PRINCIPLES 

How We Work With Clients 5 • Hands-on consulting support and project management for strategic and organizational projects • Market research and strategic plan development • Coordination of creative freelancers (e.g. web design, graphic design, research, consultants) Project Execution • Partnership with senior leaders (e.g. CEO, CHRO, Founder) to identify opportunities for personal and business growth • Ongoing support around best practices, new ideas and leadership • Collaborative, hands-on and business- oriented approach Startup Advisory & Coaching • Review of company strategy and people strategy • Assessment of current culture, mission and values through review of materials, interviews and surveys • Identification of target state culture and gaps • Roadmap and action planning Talent & Culture Assessment • Development of content and facilitation of workshops for managers and front- line research & knowledge workers • Facilitation of existing training programs, including advisory on improving content • Review of training programs and strategy Training & Facilitation 

How We Work With Clients Embedded In Team Work on-site with your team 1-5 days per week Remote Work with you or your team remotely leveraging video and the latest technology Virtual Team I work closely with your team and also leverage a network of other highly skilled consultants and creative freelancers Coach / Advisor I partner with you as a coach and thought partner on strategic projects and ongoing initiatives 

End Product Examples Project Examples – 2017 - 2018 7 

Professional Services: Positioning, Culture & Strategy Developed brand storyline & branding template, articulated competitive positioning and defined internal culture for 50- person professional services firm through interviews, benchmarking and market assessment 

Professional Development & Facilitation 9 Consulting Skills Training Program For Mid-Sized Software Consulting Firm Facilitated in-person trainings for all consulting staff on: 1. Structured Problem Solving 2. Structure Communication 3. Persuasive Storytelling 

Website, Video Content, Layout & Design See site here => goodjobsinstitute.org 

Interactive Excel Tools 

Executive Presentation & Story Development 

Market Research & Insights: Digital Learning 

Appendix Detailed Bio & Past Consulting Project Experience 14 

01 03 02 04 Project Execution – Good Jobs Institute • Worked closely with MIT Professor and Executive Director to refine mission, values & purpose and to create content, website, launch strategy and communications for the Good Jobs Institute • Worked closely with graphic designers, video editors and website developers to ensure high quality, consistent messaging and on-time delivery CEO Succession – US REIT • Developed criteria based on interviews with Board, C- Suite and review of overall company strategy • Developed framework for assessment that integrated experiential and leadership criteria and psychometrics • Assessed interviews results and developed Board- ready presentation with recommendations Top Team Effectiveness – Global CPG • Led project management for project working with global C-level executive team to increase alignment behaviors and practices on overall engagement with the Board • Worked closely with VP of Strategic Projects to develop recommendations for maximum buy-in • Benchmarked comparable Boards and behaviors Business Coaching – Family Office CEO • Worked with new CEO of family office to develop vision, mission and personal goals around business focus and values • Helped client define his unique strengths, team goals and refine business industries in which to invest Additional Project Examples 

Paul Millerd, Founder: Detailed Experience 10+ Years In Strategy, Operations & Talent Development Completed 25+ client projects working with $1B+ public and private company boards on Board Effectiveness, Top Team Effectiveness and CEO & Executive Succession. Helped launch advisory division in 2017 CEO Succession & Board Advisory – Russell Reynolds Research analyst for global operations practice supporting client teams, completing research & analysis, developing insights and practice materials and managing the practice with senior partner and practice manager Lean Operations & Strategy – McKinsey & Company As Knowledge Leader for the global transformation practice, helped to re-launch the practice, work with global project teams and developed articles and tools for BCG Perspectives working closely with senior Partners and practice experts Organizational Transformation – Boston Consulting Group a-connect is a contingent staffing firm for freelance strategy consultants Served multiple roles, including developing project plans for client projects, being staffed as a consultant on projects and leading talent and recruitment of freelance consultants for US market Future of Work & Talent – a-connect Paul Millerd Founder