C Group Advisors Capabilities 08032010

CGroupAdvisors, LLC“Strategy through Execution”

Capabilities Document

Charles Gounaris Jr.President & Managing Partner

P.O. Box 101303Pittsburgh, Pa. 15237

Telephone: 412-804-1444

[email protected]

www.CGROUPADVISORS.COM

mailto:[email protected]

CGroupAdvisors Today’s Business Challenges CGroupAdvisors: Solving Today’s Business Challenges Our Value Proposition: Leadership, Methods,

Competencies, Results Target Markets & Service Offerings Our Team Guiding Principles Getting Started

Today’s Key Business Challenge - Delivering Sustainable Stakeholder ValueSource: The Profit Zone, Adrian Slwotzky & David J. Morrison

2CGroupAdvisors, LLC

Assets/Core Competencies

Inputs, Raw

Materials

Product / Service

OfferingsChannels The

Customer

Customer Priorities Channels Offerings

Inputs,Raw

Material

Assets / Core

Competencies

The Traditional Value Chain - Starts with Assets, Core Competencies

The Modern Value Chain - Starts with the Customer

Today’s Business Challenges

Global Economics: Rapidly Changing Market Forces Business Strategy: Poor Execution Growth in No / Slow-Growth Markets Business Design: Ineffective Design / Poor Cost Structure Products & Services Non-Aligned with the Market Resource Constrained: Human, Assets, Working Capital Information Technology: Enables Business Strategy Shifting Domestic & International Public Policy Sustainability

Managing Stakeholder Wants & NeedsSource: The Profit Zone, Adrian Slwotzky & David J Morrison


Why CGroupAdvisors ? Mission

High Impact Advice: Solutions to Meet Today’s Business / Organizational Challenges

Strategy Trusted Advisor Driving Results from Strategy through Execution

Approach Leverage Best Practices: Building Organizational Capability to Sustain Competitive Advantage

Core Competencies Strategy Development through Execution Leveraging Information Technology to Enable Business Strategy & Competitive Advantage Operational Excellence Managing Complex Programs / Projects Building High-Performance Teams

How We Do It: Leadership through Partnership 150 Years of Executive Expertise Quality Results with High Impact ROI


Our Value Proposition

Independent Leadership Advisors C-Level Experience: General Management, Operations, Information

Technology, Finance, Business Development

International Business Expertise Methods-Based Approach / Focus on Deliverables Principle-Based: Honesty, Integrity & Confidentiality Affiliated Network of Specialized Expertise Results-Driven

Customized approach to achieve targeted objectives

Corporate Strategy

Business Unit Strategy

Business Operations

Strategy

I/T Strategy and Planning

Implementation Operations

What to do... How to do it... Getting it done


Target Markets & Offerings

Key Offerings

Corporate / Organizational Governance Strategic Planning through Execution Operational Excellence / Performance

Improvement Information Technology Strategy through Execution Financial Management eBusiness Strategy through Implementation Global Business Development Business Process Management Talent Management High Performance Work Teams Change Management Program / Project Management Interim C-Level Executive Services

Market Experience

Education Energy Chemicals / Process

Manufacturing HealthCare High Technology Financial Services Retail Real Estate Public Sector

Public & Private Market Focus


CGroupAdvisors Proven PartnersPresidentCharles GounarisVision, Strategy, Execution Strategic Alignment Operational ExcellenceCompetitive use of ITBusiness Development: Domestic & International

Chief Financial OfficerJohn Kriak, CPA, CMA, CPMFinancial Strategy through Execution Strategic Planning M&A

SecretaryDan SteadHuman Capital Management Performance ManagementOrganizational Change ManagementExecutive CoachingTalent ManagementTeam Building

Vice-PresidentJohn WheelerBusiness / IT Strategic AlignmentInformation Technology Strategy Business Process ManagementInformation Technology Management

Vice PresidentDon Zucco, PhDComplex Program ManagementOperational ExcellenceExecutive LeadershipOrganizational Change ManagementTeam Building

CGroupAdvisors, LLC 7

Guiding Principles

Act Only in the Best Interest of our Clients Strict Standards of Confidentiality Drive for Meaningful, Measurable & Sustainable

Results Integrity, Honesty, Openness Collaborative, Innovative Thought Leadership Building Sustainable Competitive Advantage Passion for Excellence

CGroupAdvisorsCode of Conduct


Getting Started: “Invest, Engage, Retain”

Execute Confidentiality Agreement & Schedule Assessment Interview Agree on Engagement Scope, Objectives, Key Milestones & Deliverables Agree on Approach, Team Structure, Roles / Responsibilities & Timelines Agree on Target Fees Structure Execute Statement of Work Mobilize Team & Schedule Kickoff

"It is not the strongest of the species that survives, not the most intelligent, but the one most responsive to change.”

Charles Darwin


Appendix

Biographies Methodologies Qualifications Affiliates


Corporate / Organizational Experience President / Managing Partner Charles Gounaris & Associates,

LLCCGroupAdvisors, LLC

Executive VP (Interim) CoalStar Industries, Inc. Director / GM, EPS Business Unit Nova Chemicals, Inc. Commercial Business Consultant Principal / Executive Consultant, Process Industries IBM Principal / Engagement Manager, Cross Industry Advisory Marketing Representative Director, Consulting & Systems GPU Project Executive EDS Government Services Marketing Manager Software Systems Engineer

Charles Gounaris

Expertise Leadership / High Performance Business and Information Technology Strategy through Execution Operational Excellence /Business Improvement New Business Development Complex Program / Project Management

Strengths Working with senior management to drive strategic execution , business improvement, and transformation Creating an enterprise-wide culture of innovation to achieve operational excellence Standardizing global business processes to improve competiveness and reduce cost Leveraging information technology as a high value enabler of key business initiatives Optimizing Business Design


Corporate / Organizational Experience President Group Genesis, LLC EVP & CFO Crown American Corporation EVP & COO Crown Holding Co. EVP, Secretary, and Treasurer Penn Traffic Co. Audit Manager Price Waterhouse Director Somerset Trust Co.

Quintech Electronics & Communications, Inc.Laurel Holdings, Inc.

John Kriak CPA, CMA, CPM

Expertise Achieving Strategic Goals Financial & Strategic Planning Working Capital / Cash Flow Management Real Estate: Hotels & Shopping Malls Retail Industries

Strengths Strategic Alignment & Execution Capitalization of Strategic Projects Gross Profit Optimization / Expense Reduction Financial Process Optimization Leveraging Information Technology to Enable Competitive Advantage


Corporate / Organizational Experience Principal, Executive Consultant Strategic Career Management VP, Senior Consultant Bizet Human Asset Management Senior Consultant Right Management Consultants Corporate Career Advisor Dow Corning Corporation

Dan Stead

Expertise Strengthening organizational performance by aligning talent for best fit execution

(Recognition: Created Transformational Career Exploration Process) Clarifying and categorizing strategic skills and competencies

(Strategic Leadership Development Program, Recognition: Excellence in Career Advising) Performing dialogue-based assessments and evaluative interviewing Enabling professionals to articulate core technical /non-technical work experiences & value contribution Providing transitional executive and senior management coaching Building integrated executive documentation, including market resumes and competency-based

marketing materials

Strengths Aligning talent & capability with strategic business initiatives Defining the value proposition of significant business contributors Partnering to create hierarchies of value in relation to managerial and organizational

strength, technical expertise and attributional powers Developing professional profiles that define core of employability


Corporate / Organizational Experience Senior VP & CIO NOVA Chemicals Corporation VP, Business Systems Polygram Music: Group Distribution CIO Institute of Electronic & Electrical Engineers VP/CIO, Information Management Bristol-Myers Squibb Consumer Products VP/CIO MTV Networks (Viacom) Director, Business Systems AT&T International CIO/Director MIS WR Grace Specialty Chemicals Company US Army Signal Corps Officer

John Wheeler

Expertise Achieving Strategic Goals by creating Business Process Innovation programs Positioning IT as a key enabler for Enterprise Process Excellence Creating a Shared Service Model to create significant corporate value Implementing Single Instance SAP to reduce significantly IT complexity and cost Effecting major cost reductions in SG&A, Supply Chain and Plant Operations Creating value through implementation of Business Intelligence Programs Enabling successful M&A Planning and Integration Initiatives

Strengths Aligning Business and IT Goals Working with Senior Management to create Value through Process Excellence Standardizing Global Business Processes to reduce cost Creating an Enterprise-wide Culture of Innovation to achieve sustainable value Positioning IT as low-cost, high value enabler of business initiatives

Publications & Special Recognition Aligning Business and IT Goals


Corporate / Organizational Experience Executive VP, Director, CAO Pasqueirlla Enterprises Independent Trustee Crown American Associates President Artworks Inc. President Challenge Program, Inc. Senior VP, Director, CAO Crown American Reality Trust Executive VP, Director Crown American Hotels Mayor & Councilman City of Johnstown Administrative Director Hiram G. Andrews Center Chairman Elect, CEO Johnstown Regional MRI Chairman, CEO Medical Center Hospital Corporation Superintendent of Schools Johnstown School District Teacher / Principal Greater Johnstown School District

Don Zucco PhD

Leadership Twenty Years in Public Education & Commercial Real Estate Seventeen Years in Government Nine Years in Health Care Forty Five Years in Community Service

Strengths Strategic Execution: Working with Senior Leadership, Board & Officers & Public Officials Operational Excellence and Organizational Change Management Complex Program Management Fostering High Performance Work Teams Risk Management

Publications & Special Recognition Induction into Johnstown Regional Business Hall of Fame


Today’s challenging business environment depends on optimal alignment of strategy with business infrastructure to enable strategic execution and to drive competitive advantage.

MethodologyStrategic Alignment


Business Strategy IT Strategy

OrganizationalInfrastructure & Processes

ITInfrastructure & Processes

Business Scope

CoreCompetencies

BusinessGovernance

Administrative Infrastructure

Process Skills

Technologycope

SystemicCompetencies

ITGovernance

ITArchitecture

Processes Skills

Strategic Fit

Functional Integration

17

The Execution Roadmap™

CGroupAdvisors, LLC

Problem Definition

Current Environment Current State Future State Analysis

Recommendation Implementation

InitializationAssess BusinessEnvironment

Assess Management Systems

Define ManagementSystems

Gap Analysis Action Plan

Activity 1 Activity 2

Activity 3

Activity 4

Activity 5

Activity 9 Activity 10

Assess PrimaryProcesses

Assess InformationSystems

DefineTargetProcesses

DefineInformationSystems

Activity 6

Activity 7

Activity 8

Create a Case for Action Implement ChangeDefine Change

MethodologyGap Analysis



Methodology Building a High Performance Team – CEO & Executive Leadership

“The Four Obsessions of Extraordinary Executives”, Patrick Lencioni

ReinforceClarity Through

HumanSystems

Over-CommunicateOrganizational

Clarity

CreateOrganizational

Clarity

Build and Maintain a Cohesive Leadership

Team


Fear of

Conflict

Absence of

Trust

Lack of

Commitment

Avoidance of

Accountability

Inattention to

Results Status and Ego

Low Standards

Ambiguity

Artificial Harmony

Invulnerability

Evidence

Methodology Building a High Performance Team – Overcoming Dysfunction

“The Five Dysfunctions of a Team, Patrick Lencioni


Business Interest

Stakeholder

Interest

Methodology The sustainability Sweet Spot

Aligning Profitability with Social Benefits

“The Triple Bottom Line”, Andrew W. Savitz

New Products & ServicesNew ProcessesNew Markets

New Business ModelsNew Methods of Management & Reporting

The Eight Stage Process of Creating Major Change

1. Establishing a Sense of Urgency Examining the Market and competitive realities Identifying and discussing crises, potential crises

or major opportunities

2. Creating the Guiding Coalition Putting together a group with enough power to

lead the change Getting the group to work together like a team

3. Developing a Vision and Strategy Creating a vision to help direct the change effort Developing strategies for achieving that vision

4. Communicating the Change Vision Using every vehicle possible to constantly

communicate the new vision and strategies Having the guiding coalition role model the

behavior expected of employees

5. Empowering Broad-Based Action Getting rid of obstacles Changing systems or structures that undermine

the change vision Encouraging risk taking and non-traditional ideas,

activities and actions

6 Generating Short-Term Wins Planning for visible improvements in performance

or “wins” Creating those wins Visibly recognizing and rewarding people who made

the wins possible

7 Consolidating Gains and Producing MoreChange

Using increased credibility to change all systems,structures and policies that don’t fit the trans-formation vision

Hiring, promoting and developing people who canimplement the change vision

Reinvigorating the process with new projects,themes and change agents

8. Anchoring New Approaches in the Culture Creating better performance through customer-

and productivity-oriented behavior, more and betterleadership and more effective management

Articulating the connections between new behaviorsand organization success

Developing means to ensure leadership developmentand succession


Source: Adapted from John P. Kotter, “Why Transformation Efforts Fail”, Harvard Business Review (1995)

Documents

C Group Advisors Capabilities 08032010