Q2 2013 Quarter at a Glance

Business Initiatives

Commercial Lending Re-design

02/01/2013 - 04/30/2013

Commercial Lending Lab Expansion:

Commercial Leader Orientation Session- February 22

Leading Change Part 1 (Community Leaders)- March 1

Virtual Community Training (Community Participants- March 4

Leading Change Part 2 (Community Leaders)- March 5

Customer Financing System (CFS)

02/01/2013 - 04/30/2013

Wave 2 continued into February and March timeframe

BMO Insurance Connect and Protect (renamed from CIS2)

02/01/2013 - 03/15/2013

Virtual Classroom Training for Lending Qualified Employees Feb 11-15

E-Learning Training between Feb.1st and March 15th for Lending Qualified Employees

March 3rd launch for system upload; March 4th becoming live in branches

Personal Sales Model (Our Evolution)

02/01/2013 - 04/30/2013

UDL Removal for Branch Managers and above- March 2013

HR Programs

Talent Review

02/01/2013 - 04/30/2013

GTD Launch- Feb.6th

GTA ISN- Mar. 8th

GTA Commercial (CSO)- Mar.18th

GTA North- Mar. 26th

GTA Commercial- Mar. 26th

GTA West- Mar. 28th

GTA Central- Apr. 2nd

GTD Roundtable- April 19th

Careers

03/01/2013 - 03/31/2013

Notable Events:

CAM Breakfast- Mar. 1st

Manager Skill Building Call- Mar. 5th

Personal Branding Event- Mar. 20th

FCP Career Fair- Mar.25th

BMOPulse

04/01/2013 - 04/30/2013

Survey Launched in April 2013

HR Initiatives

Performance Management, Employee Relations, Recruitment, Diversity

02/01/2013 - 04/30/2013

On-going

HR2GO Engagement

02/01/2013 - 04/30/2013

HR Business Run

Talent/Low Performers Check-in

04/01/2013 - 04/30/2013

Employee Panels

04/01/2013 - 04/30/2013

PWD Target Update

04/01/2013 - 04/30/2013