Transform 2012 Shaklee Global Conference Las Vegas, Nevada

Transcription

1 Workbook and Action Plan August 2012 Transform 2012 Shaklee Global Conference Las Vegas, Nevada

2 If you want success, you must expect it. ~ Dr. Forrest C. Shaklee Sr. Write in this copy. This workbook will be available online after the Conference. You and your team can use the Action Plan section for planning your year. 2 Workbook and Action Plan August 2012

3 Welcome to the 2012 Shaklee Global Conference Hello Shaklee Family, We are thrilled to have you here in Las Vegas at a gathering of the most influential people in Shaklee YOU and the thousands of your fellow Distributors here who are committed to the Shaklee mission of Creating Healthier Lives. This workbook will be your guide through the Global Conference and will allow you to capture the key information you ll need to help you and your team build your business. Just a few suggestions as you attend the Conference: 1. Listen and take notes. This workbook is your most important tool for remembering what you heard at the Conference and what you will want to share with those back home. Write down things that spark ideas you can put into action. Use everything you hear to help plan your August 18 meeting so you will have an exciting event for your team and your prospects, covering all the new and powerful information you learned at the Global Conference. 2. Mix and mingle with other attendees. Talk with others, share what you are doing, and find out what s working. Meet your Regional Sales Team and learn about the resources and support they can provide. Go back motivated to really grow in the coming year. 3. Create a transformational Action Plan. Once again, this workbook can help you. Make a commitment to transform yourself with Cinch and help others do the same and write it down. Then make a list of those you will invite to join you as you transform your life, and start making appointments with them right here and now! 4. Remember your valued customers. Take the information you ve learned at the Conference and share the amazing stories of transformation with Cinch you will have heard about. Let your valued customers know about the new products announced at Conference and help them renew their commitment to get healthy with Shaklee. 5. Set goals. This workbook is designed to help you earn the luxury trips, the cars, the cash bonuses, and the lifestyle Shaklee has to offer. There is so much waiting for you! Why not decide on the activities you will do to get you there and track your monthly growth? It s all here in the workbook, designed to give you a path to even greater success in the coming year. Enjoy YOUR Global Conference, learn as much as possible, and put your knowledge into action to help you build a lucrative and rewarding Shaklee business. Make this your best year ever! All the best! Laura Evans Senior Vice President, Sales and Field Development Shaklee Corporation Shaklee Global Conference 3

4 Justin Rose Regional Vice President Sales and Field Development Roger Hill Regional Director, WEST Sylvie White Regional Manager, WEST Shaklee Regional Sales Department Kristen Cunningham Regional Director, CENTRAL Joe Torres Regional Manager, CENTRAL Eddie Cano Director of Sales Hispanic Market Yanira Aguayo Sales and Training Director Hispanic Sales Juan Garcia Sales Manager Hispanic Sales Kevin Crandall Regional Director, EAST Marcie Johnson Regional Manager, EAST Workbook and Action Plan August 2012

5 2012 Shaklee Global Conference Note: This Conference Workbook is designed to help you capture your notes from each segment of the meeting agenda. As you hear speakers, think about the activities and suggestions you will incorporate into your Action Plan for growth and jot them down so they become a record you can refer back to. General Session Speakers Roger Barnett Chairman and CEO Sloan Barnett Consumer Advocate, Journalist Jamie McManus, M.D., FAAFP Chair of Medical Affairs, Health Sciences, & Education Cindy Latham Senior Vice President, Global Marketing Laura Evans Senior Vice President, Sales and Field Development Rich Higbee Vice President, Field Development Justin Rose Regional Vice President, Sales and Field Development Pamela Riggs, M.S., RD Director, Medical Affairs & Health Sciences Jacqui McCoy Featured on ABC s Extreme Makeover: Weight Loss Edition * Shaklee Business Leaders Bo Short Senior Master Coordinator in qualification Dan Williams Presidential Master Coordinator Carlos Blanco Master Coordinator Sarah Hein Senior Executive Coordinator *All trademarks are the property of their respective owners. Shaklee Global Conference 5

6 9 AUGUST Thursday Morning Global Conference General Session I Annual Keynote Address Speaker: Roger Barnett Chairman and CEO, Shaklee Corporation Key points: 6 Workbook and Action Plan August 2012

7 Annual Keynote Address (continued) Key points: Shaklee Global Conference 7

8 Global Conference General Session I (continued) Key points: 8 Workbook and Action Plan August 2012

9 Global Conference General Session I (continued) Key points: Shaklee Global Conference 9

10 Global Conference General Session I (continued) Key points: 10 Workbook and Action Plan August 2012

11 Global Conference General Session I (continued) Key points: Shaklee Global Conference 11

12 The Shaklee Experience Key points: 12 Workbook and Action Plan August 2012

13 9 AUGUST Thursday Afternoon Global Conference General Session II Key points: Shaklee Global Conference 13

14 Global Conference General Session II (continued) Key points: 14 Workbook and Action Plan August 2012

15 Global Conference General Session II (continued) Key points: Shaklee Global Conference 15

16 Global Conference General Session II (continued) Key points: 16 Workbook and Action Plan August 2012

17 10 AUGUST Friday Morning Global Conference Breakout Workshops Morning Breakout Workshops Speakers will change rooms, so simply choose a workshop location, and your workshop will come to you. Premier Ballroom North Premier Ballroom South Grand Ballroom South 9:00 a.m. 10:00 a.m. How to Lose Weight with Prospecting and Transform Your Cinch and Get Others to Inviting Made Simple Social Media Value Join You on the Journey 10:15 a.m. 11:15 a.m. Prospecting and Inviting Transform Your How to Lose Weight with Made Simple Social Media Value Cinch and Get Others to Join You on the Journey 11:30 a.m. 12:30 p.m. Transform Your How to Lose Weight with Prospecting and Social Media Value Cinch and Get Others to Inviting Made Simple Join You on the Journey Friday Afternoon Global Conference Breakout Workshops Breakout Workshops by Rank Making The Dream Plan Work for You Speakers will change rooms, so simply choose a workshop location, and your workshop will come to you. This is a must attend workshop for everyone. Please see below and choose the location that corresponds to your current rank. Premier Ballroom North Premier Ballroom South Grand Ballroom South 2:00 p.m. 3:00 p.m. Directors/ Senior Directors Coordinators and Above Non-Business Leaders Afternoon Breakout Workshops Premier Ballroom North and Premier Ballroom South only. No workshops in Grand Ballroom South after 3:00 p.m. Again, speakers will change rooms so you don t have to. Premier Ballroom North Premier Ballroom South 3:15 p.m. 4:15 p.m. The Making of a Leader How to Become or Build a Director in 30 Days 4:30 p.m. 5:30 p.m. How to Become or Build The Making of a Leader a Director in 30 Days Shaklee Global Conference 17

18 How to Lose Weight with Cinch and Get Others to Join You on the Journey Create your own story of transformation by understanding how to be successful with the Cinch Inch Loss Plan. In this workshop, you ll also learn the answers to our most frequently asked questions, as well as how to support people through the Cinch Plan and how to leverage your transformation story and theirs to create real growth in your Shaklee business. Speakers: Laura Evans Senior Vice President, Sales and Field Development Jamie McManus, M.D., FAAFP Chair of Medical Affairs, Health Sciences, & Education Pamela Riggs, M.S., RD Director, Medical Affairs & Health Sciences Tasha Starr FastTRACKer, Senior Executive Coordinator Mary Cunningham FastTRACKer, Senior Coordinator (See workshop schedule on page 17) How to Lose Weight with Cinch Key points: 1. Know your WHY 2. Make a PUBLIC commitment 3. Get an accountability partner 4. Exercise 30 minutes each day 5. Follow the Cinch Inch Loss Plan no variations! 6. Keep a food journal 7. Don t get complacent 18 Workbook and Action Plan August 2012

19 How to Lose Weight with Cinch (continued) Most Frequently Asked Questions Key points: How to Get Others to Join You on the Journey Key points: What I will incorporate into my Action Plan: Shaklee Global Conference 19

20 Prospecting and Inviting Made Simple* Ever wonder how to meet people and talk to them about Shaklee? This workshop will give you the inside scoop on finding new people and inviting them to learn more about Shaklee. You ll see real-world demonstrations of what to say, whether you re talking to family, friends, or acquaintances, or making cold calls. You ll also learn quick and easy responses to common questions. Speakers: Linda Causey Lifetime Master Coordinator Jeanne Toovell Senior Master Coordinator Bo Short FastTRACKer, Senior Master Coordinator in qualification (See workshop schedule on page 17) Key points: *See the First Step guides and Shaklee University on MyShaklee.com for more information. 20 Workbook and Action Plan August 2012

21 Prospecting and Inviting Made Simple (continued) Key points: What I will incorporate into my Action Plan: Shaklee Global Conference 21

22 Shaklee The #1 Natural Nutrition Company in the U.S. Physical Environmental Financial MOST PEOPLE Are interested in Shaklee products because they want to: l Feel better l Improve their health l Look better and younger l Lose weight and inches l Use toxin-free home care products l Drink cleaner water l Save money l Use products that work l Care for the environment MANY PEOPLE Decide to share Shaklee with others because they are interested in: l Helping others l Earning the cost of their products l Making an Extra $200 $2,000+/month l Potential home-business tax advantages l World travel l Career income l Creating a residual income l Freedom and lifestyle l Earning payment toward a NEW car 4 Check off everything you see here that interests you! Name: Phone: Best time to call: 22 Workbook and Action Plan August 2012

23 Transform Your Social Media Value Learn how to create an effective social media Action Plan to drive customer engagement and to support building a successful Shaklee business. Also in this workshop, learn how to deliver compelling and valuable content through Facebook *, Twitter *, YouTube *, and Pinterest *, and how to connect with potential customers using these social media tools. Speakers: Kathleen Clark Social Media Manager Sommer Poquette Social Media Consultant, Blogger Relations Miranda Zintgraff FastTRACKer, Executive Coordinator Jessica Janda FastTRACKer, Senior Coordinator Amy Millard Vice President of Marketing, Hearsay Social * (See workshop schedule on page 17.) Please refer to the workbook for the Social Media Workshop. Use space below for additional notes. Key points: What I will incorporate into my Action Plan: *All trademarks are the property of their respective owners. Shaklee Global Conference 23

24 10 AUGUST Friday Afternoon Global Conference Breakout Workshops Making The Dream Plan Work for You* Please attend the appropriate workshop based on your current rank. This workshop will help you understand the key elements of The Dream Plan and show you how to take advantage of the plan to advance in rank and maximize earnings and bonuses at each level. You ll also be inspired by the stories of your fellow Shaklee Distributors who ve created success with the plan. Attending a Dream Plan workshop is a must for everyone in your organization! (See workshop schedule on page 17.) 1. Workshop for Non-Business Leaders Grand Ballroom South Speakers: Pat Hintze (host) Senior Master Coordinator Tonya Mann FastTRACKer, Senior Executive Coordinator Jen Morris Executive Coordinator 2. Workshop for Directors and Senior Directors Premier Ballroom North Speakers: Matt Paddock (host) Senior Key Coordinator Pam Hoffmann Key Coordinator Micki Roberts Key Coordinator Muzafer Najfi FastTRACKer, Key Coordinator 3. Workshop for Coordinators and above Premier Ballroom South Speakers: Jeanne Toovell (host) Senior Master Coordinator Don Simecka Lifetime and Senior Master Coordinator Brooke Thomas Senior Executive Coordinator Tony & Debbie Underwood FastTRACKers, Key Coordinators Key points: *See the First Step guides and Shaklee University on MyShaklee.com for more information. 24 Workbook and Action Plan August 2012

25 Making The Dream Plan Work for You (continued) Key points: Shaklee Global Conference 25

26 Making The Dream Plan Work for You (continued) Key points: What I will incorporate into my Action Plan: 26 Workbook and Action Plan August 2012

27 How to Become or Build a Director in 30 Days The rank of Director is the first stop on your way to building a thriving Shaklee business. And creating Directors on your team is the key to creating depth in your organization and a lasting stream of income. Attend this workshop to learn how you can become a Director in 30 days and coach others to do the same! (See workshop schedule on page 17.) Speakers: Carlos Cortez Lifetime Master Coordinator Pam Otto FastTRACKer, Senior Executive Coordinator Chongneng Thao FastTRACKer, Senior Executive Coordinator Key points: Shaklee Global Conference 27

28 How to Become or Build a Director in 30 Days (continued) Key points: What I will incorporate into my Action Plan: 28 Workbook and Action Plan August 2012

29 The Making of a Leader* Want to learn how to lead your team to greater success? Come to this workshop where some of our top Business Leaders will share their key leadership lessons, including: what it takes to be a successful Leader, developing a successful event strategy, using team-building activities effectively, and growing accountable Leaders. (This workshop will run twice: 3:15 4:15 p.m. and 4:30 5:30 p.m.) Speakers: Jennifer Glacken Senior Master Coordinator Gary Burke Lifetime and Presidential Master Coordinator Key points: *See the First Step guides and Shaklee University on MyShaklee.com for more information. Shaklee Global Conference 29

30 The Making of a Leader (continued) Key points: What I will incorporate into my Action Plan: 30 Workbook and Action Plan August 2012

31 The Shaklee Experience Key points: What I will incorporate into my Action Plan: Shaklee Global Conference 31

32 The Shaklee Experience (continued) Key points: What I will incorporate into my Action Plan: 32 Workbook and Action Plan August 2012

33 11 AUGUST Saturday Morning General Session Workshops (These workshops will be held in the Grand Garden Arena) 9:00 10:00 a.m. How to Conduct a Cinch In-Home Event Grand Garden Arena Want to see a successful in-home event in action? Come to this workshop where you ll see a Cinch-focused in-home event and learn the duplicatable steps for running a successful event that yields customers and builders. You won t want to miss it! Speakers: Key points: Nathan & Jenni Oates FastTRACKers, Key Coordinators Shaklee Global Conference 33

34 How to Conduct a Cinch In-Home Event (continued) Key points: What I will incorporate into my Action Plan: 34 Workbook and Action Plan August 2012

35 10:00 11:00 a.m. What s Working: Success Stories of Top Performers Grand Garden Arena Get propelled to your next level of success by hearing from those who ve been there! Attend this inspiring and insightful workshop that will feature some of our top performers sharing their personal stories of success and the wisdom they learned along the way. This is a must for anyone looking to take their Shaklee business to the next level of growth! Speakers: Justin Rose (host) Regional Vice President, Sales and Field Development Jacque & Chris Pierson FastTRACKers, Executive Coordinators Juan Larios FastTRACKer, Executive Coordinator Tonya Mann FastTRACKer, Senior Executive Coordinator Chongneng Thao FastTRACKer, Senior Executive Coordinator Martha Willmore Master Coordinator Key points: Shaklee Global Conference 35

36 What s Working: Success Stories of Top Performers (continued) Key points: What I will incorporate into my Action Plan: 36 Workbook and Action Plan August 2012

37 The Shaklee Experience Key points: What I will incorporate into my Action Plan: Shaklee Global Conference 37

38 11 AUGUST Saturday Afternoon Global Conference General Session III Key points: 38 Workbook and Action Plan August 2012

39 Global Conference General Session III (continued) Key points: Shaklee Global Conference 39

40 Global Conference General Session III (continued) Key points: 40 Workbook and Action Plan August 2012

41 Global Conference General Session III (continued) Key points: Shaklee Global Conference 41

42 Global Conference General Session III (continued) Key points: 42 Workbook and Action Plan August 2012

43 Global Conference General Session III (continued) Key points: Shaklee Global Conference 43

44 Global Conference General Session III Closing Remarks Speaker: Roger Barnett Chairman and CEO, Shaklee Corporation Key points: 44 Workbook and Action Plan August 2012

45 Global Conference Closing Remarks (continued) Key points: What I will incorporate into my Action Plan: Shaklee Global Conference 45

46 The Shaklee Dream Plan What did you learn about The Shaklee Dream Plan today that you did not realize before? What benefits of The Dream Plan most motivate you as you set your Action Plan for growth in the next few months? What are the three most important things to share with a prospect about The Dream Plan? 46 Workbook and Action Plan August 2012

47 Putting It All Together YOUR Action Plan Your Action Plan is your call to action. Your commitment to the activities in your plan will keep you and your team in constant massive activity and help you to reach your Shaklee business goals. Before you can build your Action Plan, you need to document your Dream. List some of the key things you have on your Dream Board that you will achieve and earn, no matter what! Shaklee Global Conference 47

48 Setting Your Shaklee Business Goals and Your Action Plan Now it s time to set the goals that will help you to make your dreams come true! On the following pages, identify your Shaklee business goals and the timetable during which you want to achieve them. The time frame for your planning will be the incentive qualification period from now through June 2013 in the Simple Points Program that can help you earn luxury trips. Each quarter you will identify the activities you will do to achieve these goals. (You will look back at July 2012 to see where you started in your qualification period what your activity looked like and what your results were.) The monthly pages that follow allow you to identify the business activities you set as goals to do weekly. The calendars then provide space for you to fill in your planned activities for each week of each month. Then you can record at the end of each month your business achievements for the month so you can track your progress. Notice: You should revisit your Action Plan every 90 days. If you follow this process of recording your activities and accomplishments, and also teach your business builders to do the same, you are ON YOUR WAY to realizing your goals and earning cash bonuses, car bonuses, and trips in Shaklee! 48 Workbook and Action Plan August 2012

49 Setting Your Shaklee Business Goals WHAT is it you are trying to ACHIEVE (i.e., what are you working toward)? Rank: Monthly Bonus Income : Car Bonus: Incentives (trips, FastTRACK, etc.): Other: WHERE ARE YOU on your journey toward your business goals? Current Status: average/month: Personal Group Sponsoring Personal Group Volume* 1st Generation Leaders # of Leaders on Recap Organizational Volume** WHEN do you want it to happen? (time frame) Rank: Monthly Bonus Income : Car Bonus: Incentives (trips, FastTRACK, etc.): Other: WHAT business goals should you shoot for in a YEAR? Personal Group Sponsoring Personal Group Volume* 1st Generation Leaders # of Leaders on Recap Organizational Volume** *Must have a minimum of 2000 Group Volume to maintain Business Leader rank. **Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. Shaklee Global Conference 49

50 July through September 2012 The start of the 2012 incentive Qualification Period was July 1, 2012, so recording where you landed in July for Group Sponsoring, Personal Group Volume, number of Business Leaders in your organization (First Generation and in your downline recap), and Organizational Volume will help you determine where you need to go in August 2012 and beyond to work toward earning luxury trips, car bonuses, and cash compensation. DECIDE What activities do you need to do in the next three months to effect the type of growth to help you reach your goals? List them: Now place them in the order of priority. Which ones will you tackle first? 50 Workbook and Action Plan August 2012

51 July 2012 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday JULY July 2012 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. Shaklee Global Conference 51

52 August 2012 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday AUGUST August 2012 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. 52 Workbook and Action Plan August 2012

53 September 2012 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday SEPTEMBER September 2012 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. Shaklee Global Conference 53

54 October through December 2012 DECIDE What activities do you need to do in the next three months to effect the type of growth to help you reach your goals? List them: Now place them in the order of priority. Which ones will you tackle first? 54 Workbook and Action Plan August 2012

55 October 2012 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday OCTOBER October 2012 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. Shaklee Global Conference 55

56 November 2012 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday NOVEMBER November 2012 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. 56 Workbook and Action Plan August 2012

57 December 2012 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday DECEMBER December 2012 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. Shaklee Global Conference 57

58 January through March 2013 DECIDE What activities do you need to do in the next three months to effect the type of growth to help you reach your goals? List them: Now place them in the order of priority. Which ones will you tackle first? 58 Workbook and Action Plan August 2012

59 January 2013 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday JANUARY January 2013 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. Shaklee Global Conference 59

60 February 2013 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday FEBRUARY February 2013 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. 60 Workbook and Action Plan August 2012

61 March 2013 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday MARCH March 2013 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. Shaklee Global Conference 61

62 April through June 2013 DECIDE What activities do you need to do in the next three months to effect the type of growth to help you reach your goals? List them: Now place them in the order of priority. Which ones will you tackle first? 62 Workbook and Action Plan August 2012

63 April 2013 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday APRIL April 2013 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. Shaklee Global Conference 63

64 May 2013 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday MAY May 2013 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. 64 Workbook and Action Plan August 2012

65 June 2013 Business Goals: Weekly Goals*: # of Invitation Calls # of Presentations # of Business Builders # of Product Users & In Homes Sponsored Sponsored *Reflects both your personal activity and your activity working with your group. Sunday Monday Tuesday Wednesday Thursday Friday Saturday JUNE June 2013 Results: Personal Group Sponsoring Personal Group Volume** 1st Generation Leaders # of Leaders on Recap Organizational Volume*** **Must have a minimum of 2000 Group Volume to maintain Business Leader rank. ***Organizational Volume is the Personal Volume of a Shaklee Independent Distributor plus the Personal Volume of each Shaklee Family Member (Members, Distributors, Gold Ambassadors) in their entire organization, including Business Leaders. Shaklee Global Conference 65

66 My Achievements through June 2013 Which goals from my Dream Board have I achieved? Which of my Shaklee Goals have I achieved? Rank: Monthly Bonus Income : Car Bonus: Incentives (trips, FastTRACK, etc.): Other: 66 Workbook and Action Plan August 2012

67 What I am most happy about (e.g. what I have achieved, what I have learned, how my life has changed, how I have had an impact on others, etc.). Be specific. What areas of development would I like to expand in the remainder of 2013 and in 2014 (e.g. my dreams, my Shaklee goals, my leadership activities, etc.). Be specific for each one and use it to inform your plans. Shaklee Global Conference 67

68 U.S. Average Annual Income by Rank Figures based on 2011 earnings Senior Coordinator Executive Coordinator Senior Executive Coordinator Key Coordinator Senior Key Coordinator Master Coordinator Senior Master Coordinator Presidential Master Coordinator Senior Director Coordinator Director $10,002 $12,714 $21,567 $34,773 $51,168 $65,019 $92,806 $121,292 $202,951 $294,814 $597,671 The average annual income in 2011 for the Business Leader ranks ranged from $10,002 for Directors to $597,671 for Presidential Master Coordinators. Average annual income for each rank is calculated monthly based on information reported on Form 1099-MISC for all U.S. Business Leaders who achieved the rank that month. The sum of these monthly averages is the figure reported. Results will vary with effort. Shaklee Corporation does not guarantee that any particular income level will be achieved. CANADA Average Annual Income by Rank Figures based on 2011 earnings Senior Coordinator Executive Coordinator Senior Executive Coordinator Key Coordinator Senior Key Coordinator Master Coordinator Senior Director Coordinator Director $9,816 $11,053 $18,850 $36,618 $53,692 $54,477 $85,017 $115,188 $136,143 All levels must maintain a minimum of 2000 Qualifying Group Volume each month, including 100 Personal Sales Volume. This is a summary of the Compensation Plan. For a more detailed explanation, please see the Statement of Privileges and Responsibilities of Shaklee Family Members (P&R). In the event of any discrepancy between the P&R and this summary, the P&R governs. The typical participant in the Shaklee Canada Inc. Compensation Plan earns an average of $ per year because over 95% of Shaklee Members purchase product for their own use only. However, those Members who sell product earn on average $9,816 a year, and can earn over $136,143 a year, depending on the size of their group. Earnings were calculated on a monthly basis of those Business Leaders in the achieved rank. Results will vary with effort. Shaklee Canada Inc. does not guarantee that any particular income level will be achieved. 68 Workbook and Action Plan August 2012

69 Appendix Start Your Day Right! How do you start your day? Try some of these Cinch-sensational smoothie recipes courtesy of Roger, Laura, and Dr. J! Laura s Piña Colada 2 scoops Cinch Vanilla Shake Mix 6 oz. nonfat milk or light soy milk 2 oz. pineapple juice* ¼ tsp coconut extract Ice as desired Nutrition Information Calories: 275 Protein: 22 g Carbs: 39 g Fat: 3 g Directions: Mix all ingredients together in a blender until frothy. Enjoy! *Feel free to use ½ cup of fresh pineapple chunks instead of juice at home. Dr. Jamie s Mocha Latte 1 scoop Cinch Chocolate Shake Mix 1 scoop Cinch Café Latte Shake Mix 8 oz. nonfat milk or light soy milk ½ tsp instant coffee Ice as desired Nutrition Information Calories: 260 Protein: 22 g Carbs: 39 g Fat: 5 g Directions: Mix all ingredients together in a blender until frothy. Enjoy! Roger s Strawberry Lemonade 2 scoops Cinch Strawberry Shake Mix 6 oz. nonfat milk or light soy milk 2 oz. natural lemonade Ice as desired Directions: Mix all ingredients together in a blender until frothy. Enjoy! Nutrition Information Calories: 280 Protein: 22 g Carbs: 41 g Fat: 3 g Shaklee Global Conference 69

70 Shaklee Dream Plan Rewards Personal Group Volume Bonus 250 4% 500 8% % % % Director Senior Director Coordinator Senior Coordinator Executive Coordinator Average Annual Income* $10,002 $12,714 $21,567 $34,773 $51,168 Trips Cars Cash Personal Volume Personal Group Volume Organizational Volume 10,000 20,000 Volume Outside Largest Leg Director Legs Generation 1 + Infinity 6% 6% 6% + 2% 6% + 3% Generation 2 + Infinity 3% 4% 5% + 2% 6% + 3% Generation 3 + Infinity 4% + 3% Generation 4 + Infinity Generation 5 + Infinity Generation 6 + Infinity Infinity Infinity Check Match Presidential Bonus Car Volume Car Payment (Per Month) $225 $250 $325 $375 Top Achievers Incentive Trips/Celebrations Trip to World HQ Dream 2013 International Trip FastTRACK Awards $1,000 $3,000 $5,000 $25,000 *The average annual income in 2011 for the Business Leader ranks ranged from $10,002 for Directors to $597,671 for Presidential Master Coordinators. Average annual income for each ran averages is the figure reported. Results will vary with effort. Shaklee Corporation does not guarantee that any particular income level will be achieved. **Two Master Coordinator legs are required. For qualification of FastTRACK rewards at the Coordinator, Senior Coordinator, and Executive Coordinator ranks, additional requirements apply. For FastTRACK Coordinator, an OV total of 500 FastTRACK cash bonuses at these ranks are paid over time. See official FastTRACK rules at MyShaklee.com for details. When you achieve these ranks on FastTRACK, you will likely qualify for these trips, but full requirements must be met through our Simple Points Program to be fully qualified. 70 Workbook and Action Plan August 2012

71 Senior Executive Coordinator Key Coordinator Senior Key Coordinator Master Coordinator Senior Master Coordinator Presidential Master Coordinator** $65,109 $92,806 $121,292 $202,951 $294,814 $597, ,000 50,000 75, , , ,000 25,000 37,500 50, , , % + 4% 6% + 5% 6% + 6% 6% + 7% 6% + 7.5% 6% + 8% 6% + 4% 6% + 5% 6% + 6% 6% + 7% 6% + 7.5% 6% + 8% 4% + 4% 4% + 5% 4% + 6% 4% + 7% 4% + 7.5% 4% + 8% 4% + 5% 4% + 6% 4% + 7% 4% + 7.5% 4% + 8% 3% + 7% 3% + 7.5% 3% + 8% 3% + 7.5% 3% + 8% 10% 15% 20% 25% 1% ,000 15,000 $400 $450 $450 $500 $500 $600 Keys Hometown Celebration San Francisco $25,000 $25,000 Mercedes-Benz S400 hybrid k is calculated monthly based on information reported on Form 1099-MISC for all U.S. Business Leaders who achieved the rank that month. The sum of these monthly 0 must be achieved. For FastTRACK Senior Coordinator and Executive Coordinator, OV Outside Largest Leg of 5000 OV and 10,000 OV, respectively, must be achieved. Shaklee Global Conference 71

72 2012 Shaklee Corporation. Distributed by Shaklee Corporation, Pleasanton, CA (New 8/12) Printed on recycled paper.