Citizens Energy Group Breakout Session. July 27, :15-2:30 pm

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1 Citizens Energy Group Breakout Session July 27, :15-2:30 pm

2 About Us

3 A Matter of Trust Public Charitable Trust drives priorities Customer satisfaction Community investment Innovation Sustained commitment to Quality Thomas Morris, Colonel Eli Lilly and Benjamin Harrison Citizens Gas Board Members and Founders Innovative Trust structure has endured 124 years Secures utility from takeover Government oversight, but no partisan political control Unique relationship with customers Utility with a Heart

4 Citizens Vision & Mission Our Vision We will fulfill the promise of the Trust to serve our customers and communities with unparalleled excellence and integrity. Our Mission To contribute to the affordability and quality of life in our communities Safe, reliable services Low rates and sound financial management Build and renew the Trust Good stewards of the environment Our Values Safety Integrity Diversity Teamwork Quality

5 What We Do

6 What We Do

7

8 Our Leadership Challenge Story The Beginning: Need substantiated in 2009 employee survey Parallels our values and culture Early Executive workshop and cascade ½ day orientation session followed by 2 days of training Highlights: LPI, sharing of values and vision messages Learning transfer with supervisor

9 Onset of the Acquisition A Historic Opportunity: Advance the promise of the public charitable trust Achieve $60 million in annual savings Add value to the community Drive strategic improvements Transformational change Extraordinary leadership

10 Leadership is the art of mobilizing others to want to struggle for shared aspirations Model the Way Inspire a Shared Vision Challenge the Process Enable Others to Act Encourage the Heart - Kouzes & Posner

11 Through the Lenses of the Integration Model People follow first the person, then the plan Inspire The vision is the force that invents the future Challenge The work of the leader is change - the best leaders are the best learners Enable Exemplary leaders strengthen everyone s capacity to deliver on the promises they make Encourage Encouragement is, curiously, serious business Source: The Leadership Challenge by James M. Kouzes and Barry Z. Posner

12 Identifying Vital Behaviors and Determining GAPS LPI Behavior Challenging people to try out new and innovative ways to do their work Describing a compelling image of what our future could be like Setting a personal example of what is expected of others Treating others with dignity and respect Actively listening to diverse points of view Searching outside of the organization for innovative ways to improve what we do Making certain that goals, plans and milestones are set Painting the "big picture" of what we aspire to accomplish Experimenting and taking risks, even when there is a chance of failure

13 What opportunities exist for You?

14 Keeping it Alive Leadership Challenge Refresh Leadership Challenge Workshops LPI coaching Monitoring of Citizens percentile ranking Integration into succession planning and performance management

15 Leadership Challenge Refresh 6-hour session LPI behaviors at a deeper level Critical behaviors post integration Application to current business challenges Sharing of leadership philosophies Post-session LPI coaching

16 Is clear about his/her philosophy of leadership Chris Braun s Leadership Philosophy Values: Family Friendship Health Honesty/Integrity Love/Affection Leadership Philosophy I believe in conducting oneself with honesty and integrity I believe in living the golden rule I believe we should leave the Trust, our co-workers, our customers and the communities we serve better for our being here.

17 Approach to Coaching Solicit thoughts & reactions to feedback Ask about values, leadership philosophy and aspirations Share high-level observations Review data Use and balance of the 5 Practices Demonstration of the 30 behaviors Identify opportunities Strengths to leverage; behaviors to exhibit more frequently

18 Closing Question To what degree are you leading from your values and leadership philosophy?

19 What questions do you have?

20

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