search across boarders MANAGEMENT ALIGNMENT PROJECT Working with management to drive results

The Alignment project is efficient approach to targeted improvement. Its aim is to drive the highest value results within a specific target area in the smallest amount of time. The project seeks to align management and shareholders under a cohesive strategy. We tailor made action plan in arriving to a more committed, efficient and streamlined organization.

Alig

nmen

t SCOPE AND GOALS

The Management Alignment project is deal in addressing insufficient Returns; Innovation; Quality; Risk Mitigation. Most frequently, these become an issue in complex and stressful situations such as: •  Internationalization processes •  Fluctuations in shareholder structure •  New strategies •  Mergers and acquisitions •  Reestructurings •  Changes in management structre

THE ALIGNMENT

Identify and extract valuable information

•  Strengths and weaknesses •  Flexibility •  Bottlenecks & task duplication •  Motivation & teamwork •  Talent & culture

Design an Action Plan

•  Common vision & goals •  Key performance indicators •  Communication & Problem •  Committees •  Compensation & Long term •  incentive schemes

All leading to increased margins and results and improved performance in innovation, quality and risk mitigation.

Alig

nmen

t

OROS – Leverage on: •  Organization •  Reward •  Objectives •  Style

Met

hodo

logy

OUR PROVED METHODOLOGY – 8 STEPS

1PLANNING

2COMMUNICATION

3INDIVIDUAL INTERVIEWS

4GROUP DYNAMICS

Define criteria with client. •  Understand the problem (“performance gap” difference from where we are from

where we’d like to be) •  Explore the strategic pillars & business process and •  Define the desired alignments.

Prepare corporate message for participating executives (usually 10 to 20 executives) approximately 10 days before starting. The structure and topics of the project are addressed, as well as the extent of confidentiality, mutual benefit, exchange and transparency.

Participants engage in 2 hour individual interviews aimed at understanding: •  Vision: How strategic pillars are understood, embraced, how they affect the

business as well as how is the performance gap viewed. •  Implementation: How their own areas and the other’s areas are perceived and

can be improved. Evaluate general management culture.

Participants engage in smaller groups to openly debate and set priorities on specific topics of mutual concern.

5MAPPINGS (no individuals are rated)

A. Motivation Analysis

B. Mapping Growth Potential C. Mapping Proclivity to Change

Assessing level of affiliation with:

•  Duties •  Compensation •  Achievements •  Managers and team •  Company Culture

PO

TEN

TIA

L

EXPERIENCE CAPACITY

CO

MM

ITM

EN

T

Met

hodo

logy

6REPORT TO CLIENT

7FEEDBACK TO PARTICIPANTS

8FOLLOW UP

Detailed analysis and recommendations, following the alignment mandate, which might include: •  Common vision & goals •  Key performance indicators •  Communication & Problem committees •  Compensation & Long term incentive schemes

A content sensitive feedback message for all participants is prepared. It is frequently presented by the CEO and/or HR Director at a special event. Depending on the case, an additional advisor is brought on board to supervise and help implement changes in the day to day operation.

There are two types of follow ups: •  3 subsequent Executive Committee Meetings, to evaluate implementation •  A “follow up assessment” one year later to analyze progress and propose

additional initiatives.

Met

hodo

logy

Sche

dule

PROJECT SCHEDULE

Process Total Approx. 6 weeks

During the following six months, senior management participates in approximately three Executive Committees to measure project progress.

The Management Alignment Project is a joint effort, requiring intense though brief and concentrated face time with the senior management.

Planning and Communication

1-2 weeks

Presentation of results to the client

2-3 weeks

Presentation of the results to all participants

1 week

6 MONTHS

FOLLOW UP

On site interviews and exercise

1-1,5 weeks

Expe

rien

ce

OUR EXPERIENCE

We work daily with shareholders and managers to best unify their priorities. Based on our executive search experience we know how strong leadership and organization impacts companie’s results. We hold over 10 years experience helping multinationals, private equity portfolios and family firms, spanning across a variety of sectors & geographies. We performed assessment and alignment projects in USA, Latin America and Europe. Our highly qualified and global team of professionals holds extensive experience evaluating professionals and provide organizational solutions.

Velázquez 14, 5º derecha 28001 Madrid (Spain) T: +34 91 139 08 00 Alameda Jaú, 1905, Sao Paulo (Brazil) T: +55 (11) 23085001

Plaza de la Reforma 350, Pl. 10, Ciudad de México 06600 (México) T: +52 55 116 897 16 www.zavalacivitas.com

THANK YOU