April 21-22, 2010 San Antonio, TX

Make a Commitment… to your SupplierAvivaPaula Shepard & Randy Gomez

welcome & agenda

• Who we are• Our goal for our time together• Introduction to the philosophy and real

life examples

it’s really like marriage….

Dating

RFP PROCESS

Foster Children

LDP PROGRAM

Buy A House

LARGE EXPANSION OF OPERATION

Having a Baby

EXPANSION OF SERVICES

Death

DEPARTURE OF A TEAM MEMBER

Celebrating Anniversaries

PUBLISHING AN ANNUAL REPORT

School Years

PROCESS IMPROVEMENT

COMMITMENT

Engagement

VENDOR SELECTION & CONTRACT NEGOTIATION

The Wedding

SIGNING THE CONTRACT

Honeymoon Phase

OPERATIONALSET UP

the story of us

our “family”

Randy Deana

Diane

Kyle LeAnn

Shane

Ben

Paula

Megan

Cecilia

Brenda KennyNina Amanda

Rick

Jason

Kevin

Not

RichardMatt

Steve

guiding principlesWhat are we committed to?

• Customer Self-Service• High data integrity & system usage• Advisor to business units• We are viewed as strategic value provider• Proactive, not reactive• Tell before asked• Automation of low-value added functions

how these come to life

•Communication

•Collaboration

•Trust

•Strategic Planning

examples of principles in action

more examples

efficiency rules!

call to action

• Would any of your current vendor/client relationships benefit from this approach?

• Can you find 3 things you could do to enhance current state?

April 21-22, 2010 San Antonio, TX

Make a Commitment… to your SupplierAvivaPaula Shepard & Randy Gomez