IBAO Member Programs. Overview

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1 Overview : Has been enabling stronger revenue growth through human capital solutions since Is a GTA-based Consulting and Outsourcing firm that provides a full suite of Human Resources services and products to organizations of all sizes, across a wide range of industry sectors. Believes the strategic value of good HR should be available to organizations of all sizes at an affordable level of investment. Provides easy access to qualified HR professionals that can help with any people-related problem or project. Has developed many customized solutions, in co-operation with the IBAO, specifically for Ontario brokers. Is committed to ensuring organizations of all sizes have access to quality HR advice and planning and as such we price our services to add real value in a cost-effective manner. Areas Of Practice Human Capital Strategies and Action Planning Organization Design Change Management Employee Engagement Policy Development Pay Equity Diversity Management Employment Equity Career Advisory Support and Transition Organizational Culture Assessment and Development Employee Onboarding & Orientation Human Resources Due Diligence Human Resources Audit Outsourcing / Interim HR Professionals Leadership Training & Development Succession Planning Talent Management Compensation Programs Overview ENGAGE Advantage Helpdesk Values Fit Surveys (Organizational Culture, Employee Opinion, Candidate Fit) Recruitment Management Program (RMP) Affinity Program Should you have any questions, please do not hesitate to contact us on the IBAO Member hotline at ext. 240 or toll-free on ext. 240.

2 Recruitment Management Program (RMP) The RMP is a customizable recruitment service from. You can receive the expertise needed to make your organization s recruitment a success without the cost or risks of a full-fledged recruitment firm. Hiring the wrong person can be detrimental to the health of the organization. Hiring and retaining the right people is an important driver of competitive advantage and can help a company achieve its goals. Service Item Standard Plus Comprehensive Review / Discuss Role Review / Revise Professional Job Description Sourcing Strategy Recommendations Create Recruitment Posting Placement of Recruitment Ads / Postings 1 Resume Collection and Initial Screening Resume Short-list and Debrief Telephone Screening Interviews (Telephone or On-site) 2 Interview Short-list Creation, Presentation and Debrief Coordination of Client Interviews Client / Candidate Debrief Plus Comprehensive Optional Candidate Assessments 3 (including the VFS) Performing Reference Checks 4 Hiring Decision Facilitation / Support Offer Package Preparation, Approval, Communication Salary Negotiation and Finalization of Hire Position Complexity ENGAGE RMP Fee Estimates 5 Low 5 hrs / $ hrs / $1, hrs / $1,485 Medium 6 hrs / $ hrs / $1, hrs / $1,935 High 8 hrs / $ hrs / $2, hrs / $3,521 Unlike a recruiting firm, is a partner in the hiring process. We have the people, the resources and the tools to help ensure you put the right people in the right roles to achieve your organizational goals. 1 Fees payable by Member often at discounted rates. 2 Location dependent. Additional fee may be applicable. Travel and mileage extra where applicable. 3 Additional fees apply. 4 Credit and criminal checks are available through a 3 rd party supplier at their cost. 5 Estimate only. Actual hours and costs will vary based on the actual number of resumes received, candidates interviewed, and services required.

3 ENGAGE Advantage Helpdesk The ENGAGE Advantage Helpdesk is a dedicated client telephone line that provides Members with immediate access to our qualified HR Professionals for information, assistance and counsel relating to an extensive variety of HR and people-management situations. Illustration of Helpdesk Usage Achieve and maintain legislative compliance Hire the right person for the job Resolve conflicts and improve the relationships within your team Manage performance issues, at the individual, team or firm wide level Maximize employee engagement, and productivity Introduce, communicate and manage a change initiative Recognize and reward your people fairly and appropriately Deal with employee performance issues Select appropriate disciplinary action Develop best employer practices Build and maintain fair compensation practices Effectively manage employee absenteeism and medical leaves Handle employee complaints successfully Appropriately respond to human rights complaints Develop and implement HR policies, programs and practices The IBAO supports its Members by funding 1-hour of HR consulting each month via the ENGAGE Advantage Helpdesk. Any additional time is billed directly to the Member at Preferred Member Rates, which equates to 10% off of our standard rates. The ENGAGE Advantage Helpdesk can help keep your organization on track and efficiently manage any HR issue. Our team has a thorough knowledge of current HR issues, strategies, best practices & policies. In fact, we teach HR at some of Canada s top business schools. With the ENGAGE Advantage Helpdesk, organizations of any size can have the exceptional internal capabilities that all companies strive for. As we offer HR support that can be called upon whenever needed, brokerages can be more efficient with a smaller internal HR footprint. Feel free to call our dedicated IBAO Member hotline at ext. 240 or toll-free on ext. 240 to discuss your organization s needs.

4 Values Fit Surveys (VFS) The VFS process is designed to help Members assess organizational culture from a values perspective and leverage their culture to improve business operations. In addition to aiding in the hiring of the right people that fit their organization, this helps develop and maintain a consistent organizational culture that can support and sustain a competitive advantage. The process is made up of three online surveys that have upfront costs and optional components that add even more value. Organizational Culture Survey (OCS) This key survey provides a baseline of an organization s culture and a benchmark of the values that potential candidates should possess, and current employees should be supporting and practicing. This survey becomes the benchmark comparator for all other parts of the organization. Completed by the senior management team Recommended every 2 to 5 years or following a major management change This module is required before a CFS or EOS can be completed Includes summary of recommendations Includes a management summary presentation and debrief o Up to 1 hour o Subject to travel and mileage fees if on-site Employee Opinion Survey (EOS) This critical tool helps to gauge overall employee alignment with the organization s culture and highlights areas for improvement to support better results. This is fundamental tool for organization culture assessments Recommended every 1 to 2 years Includes standard survey oversight and management Includes a customized introduction to instruction system for employees Includes analysis and report Includes a management review and presentation o Up to 2 hours o Subject to travel and mileage fees if on-site OCS is required prior to an EOS being completed Candidate Fit Survey (CFS) A great tool to assess a potential candidate s suitability with the organization s culture. This survey helps support the hiring of better fit candidates, along with appropriate candidate screening, behavioural focused interviews and professional reference checks. The CFS includes a standard analysis and report for each candidate Comparison and recommendation report available OCS is required prior to a CFS being completed $ HST - Principal comparator report available (add $199/principal) - Survey customization available (extra fees apply) $ HST - Location/Division breakout available ($199 per location or division) $ HST / Candidate - Candidate fit comparison and analysis report available ($299 - Up to 3 candidates who have completed the CFS) Custom VFS content can also be developed, and mapped to specific Association needs. Please contact us for further information and an initial needs analysis.

5 Affinity Programs Consulting Services For Members who may not be ready to commit to an ongoing support program, but require assistance with a specific project, ENGAGE HR offers flexible, needs based Consulting Services. has customized client solutions that work in line with organizational goals and values. Whether our clients need us to develop their solution from scratch, or tailor one of our program offerings to their specific needs, we partner with them to ensure they receive the service and deliverables to achieve their unique goals. Outsourcing Services We provide full-service HR outsourcing services to small and medium-sized businesses that have limited or no in-house HR resources. Our retainer-based outsourcing programs are completely customized to fit our clients needs and provide the level of support you desire. Outsourcing programs include ongoing management of all HR functions and activities as well as a regular or as-needed on-site presence, where geographically feasible. Members receive a 10% discount off standard rates through the Member Affinity Programs. Rate Schedule Consultant Level Non-Member Member - 10% Discount - Managing Director $275/hour $247.50/hour Senior HR Manager / Senior Consultant $180/hour $162/hour HR Manager $150/hour $135/hour Senior HR Associate $130/hour $117/hour HR Associate $100/hour $90/hour HR Assistant $80/hour $72/hour Member Testimonials "I run a small business with only 20 staff, too small for a full time HR person. I've used Alex and ENGAGE HR over the years with outstanding results. A recent situation ENGAGE HR helped me with reminded me of the value they bring to the table. Principally, I feel like I do have a full time HR department in ENGAGE HR and count them as one of my trusted advisors alongside my lawyer and accountant, the same role we strive to play for our clients. Good Fit." - John Hubbard, Hubbard Insurance Brokers (Insurance Brokers Association of Ontario Member) I found that any time I had contact, I felt listened to, heard and respected. There was a calming effect. - Insurance Brokers Association of Ontario Member