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914-481-5914 www.changecreate.com

Introduction to the ExpertTerre™

Winter 2016

Welcome

http://www.changecreate.com/


Overview

About Us • Vision, Mission, Guiding Principles

• The ExpertTerre™ Business Model • Products & Services • Outcomes & Goals • Milestones

Business Development • Marketing Model • Sales Cycle • 2016 Business Development Targets • Opportunities for Partnership – Executive Sessions

Working Together • Our Board of Advisors • ExpertTerre™ Engagement • ExpertTerre™ Membership • Resources • Reaching Professional and Personal Targets • Our Team



Who We Are Mission • Change Create Transform LLC, is the premiere platform for access to the world’s thought

leaders for innovation, problem solving and idea generation. • Using the intellectual capital of an experienced expert platform, the ExpertTerre™, we help

businesses, organizations, entrepreneurs, and individuals, succeed and grow.

Guiding Thoughts • Progress is achieved through results and growth. • Economic value is generated through change, creativity and transformation. • Individuals, community and the environment are our most important global resources. • Expertise, quality and service are standard. • Universal values guide us.

Vision • We are a community of individuals and institutions embracing change and achieving

exceptional results by unleashing and nurturing human potential through creativity, change and transformation.

• We believe in a platform that empowers and creates anew – a world where our deepest dreams emerge to make it an ever-improving and better place to live.

• Our world is based upon universal values anchored in compassion and goodwill.



We provide change management. As thought leaders for innovation, problem solving and idea generation, we utilize the intellectual capital of an Expert Platform of experienced executives and professionals, to help businesses, organizations, entrepreneurs, and individuals, succeed and grow.

We deliver value. We work with forward-thinking organizations and individuals who seek executive and professional expertise to complement their talent base. We offer high quality consulting, strategy and planning, leadership, and executive development at competitive pricing.

We focus on important qualities. Crafting a Bold New Future Making Progress and Getting Results Understanding People and Organizations Leveraging Multi-Generational and Cultural Strategies Integrating the Human Element

The ExpertTerre™ Business Model



Products & Services

CHANGE CREATE TRANSFORM’s EXPERTISE

• Strategy & Planning • Executive Development

• Consulting • Leadership

PRODUCTS

• Coaching & Assessments - Tools and techniques for immediate impact. • ChangeFormation™ - Effectively manage your organization by setting

expectations and measuring success in the near term. • TransStrategy ™ - Sustainably grow your organization and successfully make a

breakthrough transformation for the future. • FounderCreate ™ - Strategy and planning for entrepreneurs and founders. • TalkChange ™ - Presentations that inform, motivate and inspire. • The ExpertTerre ™ - A platform of professionals and executives experienced in

helping businesses, organizations and individuals succeed and grow.



Outcomes & Goals

Company Outcomes & Goals

1. Serving Businesses & Organizations where there is Need

2. Committed, Capable & Caring Team

3. Strong & Growing Customer & Stakeholder Relationships

4. Generating Revenue & Profits

5. Sustainable Business Model & Brand Growth

6. Best in Class Infrastructure

Individual Outcomes & Goals

1. Personal Satisfaction, Growth, and Success

2. Return on Time, Effort, Resources and Capital Invested

3. Positive and Ergonomic Working Environment, and Personal Space

4. Vibrant, Growing, Diverse, Supportive, and Compassionate Enterprise and Team

5. Making a difference and Building Something for the Future

6. Financial and Personal Prosperity



Milestones

Milestones

• Growing LLC – 5 years, 24 Experts, 5 Staff, 38% Revenue Increase between 2014 and 2015

• Launched Infrastructure for LLC and Foundation

• Implemented Business Concept, Models, Website and Platform

• Developing Business Relationships and Partnerships – ChangeFormation Days, New York and Chicago Events, Proposals and Development Activities

• Funding and Debt Free in a Challenging Economy

• Committed ExpertTerre™

• Successful Foundation – 5 years, 7 Academic Partnerships, Major Corporate Sponsor, 55 Scholars and $500K in Assets



Business Development

Change Create Transform



Business Development

Quarterly General

Mixed Media Campaigns

Face to Face Campaigns

Speaking & Presentations

Marketing Model

Meetings & Events

Dual Expert

Market Segment - Individual

New Expert Awareness/

Blog Refer Me

Website Research



Awareness

•B to B

•Large meetings

•General Communication

•Potential new clients Lead Generation

Tell our Story/Learn about

Customers

•Phone call

•Email

•Short meeting

Lead Development

•In person meeting

•Event (ours)

•Small dinner

•Communications

Sales

•Proposal

•Feedback loop

•Statement of work

•Contract

Product Delivery

•Product

•Deployment Expert

•Report/Assessment

Post Sale

•Feedback

•Referrals

•Additional work

New Customers

Repeat Clients

Sales Cycle



2016 Business Development Dashboard

J F M A MY J JY A S O N D

Executive Seminars/Sessions x x x x x

Email Campaigns x x x x x x

Small Meetings x x x x x x x x x x x x

ChangeFormation Days x x x x

Blogs x x x x x x

Website Updates x x x x

E Book/Books x x

Board Meetings x x

Assignments x x x x x x x x x

Speaking x x x x x x x x x

ExpertTerre™ Orientations x x

Development & Holiday Events x x

Feedback Survey x

Targeted Business Development Activities



Opportunities for Partnership: Executive Sessions

Sponsored 2-hour breakfast/lunch with executives and professionals. Select a Theme Reach out to Schedule Invite Your Guests Growth is the fuel, and change is the foundation of a leader’s objective to make a difference and be successful. Success comes from a willingness to learn and embrace change, even when difficult. Superior execution, experience, an understanding of people, and a willingness to be authentic are fundamental to leadership success. Join with us and others, on our quest to become legacy leaders.

Executive Topical Themes

Organizational Benefits: Ideas, Opportunities, Strategies & Connections • Technology & New Media

Making Things Work for your Business

• Brand Building Communications, Marketing & Transparency

• Bigger is Not Necessarily Better Consider Speed, Agility & Flexibility

• Riding the Wave of the Economy Managing Economic Realities

• Reaching Customers Buying Behavior & Survival Mode

• Quantum Change Managing People in Today’s Environment

• Reinvent and Retool Mastering Business Cycles

• Evolving Your Business Keeping Pace with Innovation

• Social Responsibility Community Building to Create Value

• Legacy Leadership Authentic, Purposeful, Prosperous and High Impact



Working Together

Change Create Transform



Change Create Transform Board of Advisors

Top Left to Right: Anthony Epps, Principal, AG Epps Advisors Evelyn Rodstein, Principal, Evelyn Rodstein Associates John Tuller, President, JTuller Associates, Inc. Carmen Effron, President, CF Effron Company LLC Jeff Cohen, Founder, JM Cohen Associates

Bottom Left - Right: Dr. Maryann Coffey

Dr. Marcia Cantarella, Principal, Cantarella Consulting Vikki Pryor, Managing Principal, Change Create Transform LLC

Katrina Patterson Esq. , President , KP Clarity LLC Natalie Holder Esq., President & CEO, Quest Diversity

Not Pictured: Dr. Anthony Cernera; Sara Meyer Davis, Principal, Berkshire Strategy, LLC; Dr. Robban Sica, Director, Center for the Healing Arts PC; Sheila Stamps, CFO and Board Director

Let’s Collaborate for Change and Transformation



ExpertTerre™ Engagement

Evaluation • Resume, Bio and Headshot

• Interview

• Meet Other Experts

• Attend Events

• Review and Approve Profile

• Access to the ExpertTerre™

Enrollment • Complete Documentation: Contract, Non-

Disclosure, Code of Conduct & Tax Documents, Business Cards, E-mail

• Myers Briggs Assessment

• Onboarding Session

• Upload Profile to Website

Engagement • Inclusion in CCT Marketing Campaigns

• Business Development Opportunities

• Consulting Assignments & Speaking Opportunities

• Ongoing Executive Development

• Networking with Other Experts

• Referrals for new Experts and Prospects

• Attend Events

• Suggestions and Input for CCT Business Model

Integration • Independence

• Freedom

• Supplementing Existing Business

• Creating New Business

• Collaborating on Business Development

• Building New Networks

• Partner among Experts on Assignments

• Personal Development

• Shared Services and Roll-up Models



Benefits of Membership

The ExpertTerre™ provides three major benefits to its Expert members:

• Business Generation • Executive Development • Connections

After completing the evaluation process, contracts, agreements, forms, and paying the registration and annual fees, Experts receive benefits as described below. All ExpertTerre™ Members receive: 1. Professionally written and designed profile and bio 2. Leadership review, including a self-assessment benchmark of preferences and strengths 3. Listing on CCT website as member of the ExpertTerre™ 4. Inclusion in CCT marketing efforts to targeted clients 5. Expert assignments, if selected, based upon client needs 6. Competitive flat rate compensation: Initial registration fee $499; Annual fee $149 Charter Members of the ExpertTerre™ , in addition to all the benefits above, receive: 1. Marketing plans designed to promote individual expertise and capability 2. Complimentary invitations to select CCT events 3. Professional Headshot 4. CCT Email address & Business Cards, upon request 5. Competitive compensation up to 50% of net assignment revenue: Initial registration fee $999 ; Annual fee $199 Change Create Transform Founders, in addition to all the above: 1. Participate in the CCT Annual Meeting 2. Attend selected Business Development Meetings 3. Competitive compensation up to 70% of net assignment revenue



Enhanced Membership Levels

Individual Expert Charter Member Services ($999 Registration, $199 Annually) • Charter ExpertTerre™ membership. • Change Create Transform business cards, upon request. • Individual Change Create Transform voice-mail and e-mail address, upon request. • Global use of conference room or office space, additional fees, and reservations required.

Organization & Individual Expert Services ($99 per month additional) Ideal for an individual with an LLC, who wants additional support to remain independent.

• Charter ExpertTerre™ membership. • Change Create Transform business cards, or customized business cards, upon request • Individual Change Create Transform voice-mail and e-mail address. • Live phone answering, Monday through Friday 9am to 6pm, ET, upon request. • Physical mailing address and mail forwarding, postage additional fees. • 8 hours of conference room use per year included. Global use of conference room or office space,

additional fees and reservations required.

Shared Services (Customized Pricing) Ideal for a business operator who wants greater organizational support and less operational responsibility.

• Charter ExpertTerre™ membership. • Change Create Transform or customized business cards, upon request. • Individual Change Create Transform voice-mail and e-mail address. • Live phone answering, Monday through Friday 9am to 6pm, ET. • Physical mailing address and mail forwarding, postage additional fees. • 8 hours of conference room use per year included. Global use of conference room or office space,

additional fees and reservations required. • Customized website. • Annual and periodic individualized business strategy and planning session. • Integrated referral support for comprehensive business services.



THE ExpertTerre™ Membership

Deliberate

• Take time to consider your personal and business goals.

• Explore how the ExpertTerre™ can add value for you. Our team is available to help you in this process, answer questions you may have, and assist you in making the next step.

Take Action

• Work directly with CCT staff to complete necessary paperwork.

• Provide a copy of your resume, bio and professional headshot.

• Complete via e-signature the contract, non-disclosure, code of conduct, and W-9/I9 forms.

• Approve your ExpertTerre™ profile.

• Complete the administrative process.

Engage

• Attend an ExpertTerre™ Onboarding Session.

• Participate in Marketing Campaigns and Business Development Opportunities.

• Network with other Experts.

• Consider Consulting Assignments & Speaking Opportunities.

• Attend Events.



Resources

Resources

• Staff: Dedicated service oriented team to schedule meetings, prepare documents, field messages, assist with logistics, and handle membership needs.

• Space: Office and conference space in convenient NYC and Westchester locations on an as needed and available basis, for CCT related business.

• Website: Professional profile, exposure for business development, information on upcoming events, and networking with other Experts.

• Membership: Business development events, executive development, proprietary e-mail, business cards, and professional headshot.

Guidelines

• Contact Information: Keep CCT Staff informed of all updates to resume, headshot, biography and contact information, including e-mail, phone and mailing address.

• Work Product: Experts act as independent contractors for CCT and will transmit all completed work for formatting and client preparation on a timely basis.

• Billing: Provide notification of all project/client hours worked no later than 30 days after completing the work. CCT handles all contracting and billing of clients.

• Service and Security: Inform CCT Staff immediately should you encounter any challenges in working with a client or another Expert, or experience inappropriate and unethical behavior, including harassment, bullying or intimidation.

• Ideas: Contact the Office directly with suggestions, questions or requests for resources and support.



Reaching Professional and Personal Targets

Generating and Developing Awareness, Leads, Sales and Partnerships– • Keep Your Profile Updated • Utilize the Resources of the Change Create Transform®

Infrastructure • Participate in “Partners in Marketing”, Media Campaigns &

Surveys • Network–Provide Potential Leads • Referrals – Clients and Experts • Pass along Opportunities for Work, Talks and More • Participate in the “Refer Me” Campaign • Provide Content and Authorship for Our Blog Page • Reconnect to our Website frequently • Include the ExpertTerre™ in Social Media Activity • LinkedIn Profile to include the ExpertTerre™ • Provide your Feedback and Comments



Our Team

Vikki Pryor is Managing Principal and founded Change Create Transform LLC in 2010 to provide businesses and individuals a fresh approach to thought leadership, problem-solving and idea generation. She oversees innovation, strategy, planning, sales, business development, and partnership generation. An accomplished CEO, Board Director, entrepreneur, intrapraneur, and philanthropy executive, Vikki has a track record of success and deep relationships spanning several industries, public companies, academia, government, the legal community, and non-profits. Her thirty years of experience in healthcare, insurance, energy, finance, marketing, operations, and technology, provide her with access to the world’s leading experts. In addition to twenty years of senior executive experience, including eleven years as a CEO of a mid-sized life insurance company, Vikki has a JD, MBA, CPA, CLU and ChFC. She has served on many boards and is involved in business and philanthropic efforts in communities across the country. Vikki is the proud mother of a son and granddaughter and enjoys time with her husband. [email protected] 914.481.5914

John Tuller is President JTuller Associates, Inc. a marketing and communications firm. He has partnered with Change Create Transform LLC for the last two years focusing on marketing, sales and business development. With more than 30 years of corporate relations experience, John played a critical role in innovative, fast-growing and dynamic industries as a senior executive with major media, communications and entertainment companies, and has experience in energy, education, and philanthropy. John is an expert on public policy, community relations, government affairs, strategic marketing, branding and product development, communications, and media. John’s role in the community goes beyond the day-to-day, lending his expertise to many institutions promoting community and economic development, education, energy and environment, diversity and quality

of life initiatives. He has served on numerous boards in the Tri-State region. John is a graduate of the City University of New York where he received the Deans Distinguished Award for Leadership as well as the Borough Presidents Award for Outstanding Community Service. John is a devoted husband

and proud father of two sons and grandson. [email protected]

Leading the Way for Creative Change


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