Agenda

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She also helps accomplished professionals nearing retirement to find purpose, meaning and daily
fulfillment as they transition out of full-time positions. She notes, “We spend over 50% of our waking life
at work. Devoting that amount of time to a career that brings you challenge, growth and fulfillment is
critical to your life happiness quotient.” Sandy enjoys speaking at businesses and industry events on
such topics as skill development, personal branding, career management/development, succession
planning and retirement options.

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education and experience is a complimentary mix of business, counseling and education. She is a
Certified Professional Coach through the International Coach Federation with a B.S. in Business
Management from Northeastern University and a Masters in Mental Health Counseling from Argosy
University.

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Dr. Russ Ouellette is a recognized expert in high performance coaching, executive leadership and
organizational development. He brings to his clients a vast background of industry and functional
diversity. He holds a Doctorate in Management, an MBA and is a graduate of the Coaches Training
institute. As Managing Partner and Founder of Sojourn Partners, Russ consulting centers on senior
executives and executive teams.

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desired leadership culture.

coaching and mentoring practices and skills.
4, Create a personal action plan for continued practice

experience.

Meeting 4

1 Day

Management Strategy and Change:

The foundation for managing is forming plans and then
executing them through others. This involves setting your
direction based on larger strategies from your firm and then
motivating others to put your plans in place. This also
requires thinking about and managing change.

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in this first event, you will examine your own management
and leadership traits, styles and effective methods. You will
also examine your thoughts and beliefs about what is
possible for your leadership success.

Specific guest speakers (of community note) will be invited in
for additional perspective and reinforcement of the days’
themes.

Team Development Activities:

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Leadership Development Program Detail Outline

initial Development Goals:

To deliver a MEMIC Leadership Development Program that addresses the education, training and coaching of
management skills, specifically including but not limited to the following:

1
2
3.
4,
5
6

Objectives:

The objective for engaging your team in development are:

Improve general management and leadership competencies of participants.
Improve communication and team results.

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Sample Curriculum:
e Orientation: Program Launch Event

® Month 2: Discovery of Management and Leadership Purpose ~ A review of management and leadership,
its place in the modern organization, and a reflection of participants’ management and leadership

competencies.

e Month 2: Management Strategy and Change — form a deeper understanding for strategy, change and
moving people through these processes. Also, managing innovation and decision making within your role
and industry.

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MEMIC

Catherine Lamson
Senior Vice President Chief
Administrative Officer

Email : clamson@memic.com
Office : (207) 791-3304

Baker Newman Noyes

Jeff Wheeler
Principal

Email : jwheeler@bnncpa.com
Office : 603-626-2215

Jennifer Harnish
Director of Human Resources

Email : jharnish@bnncpa.com
Office ; 207-791-7129

GSSI

Christopher Hawekotte

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Sojourn remains available for additional meetings as required within the scope of this effort. It is
expected that many other planning meetings, phone calls, inquires and brief coaching meetings will be
required and these costs are included in the scope and rates above. Additional services that fall outside
the scope of this estimate will be mutually negotiated with the sponsoring executive or project
manager.