Q3 2013 Quarter at a Glance

Business Initiatives

Personal Sales Model (Our Evolution)

05/01/2013 - 07/30/2013

UDL Removal for Branch Managers and above- March 2013

Commercial Lending Re-design

05/01/2013 - 07/31/2013

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

HR Programs

Talent Review

05/01/2013 - 06/01/2013

Post Talent activities include:

1) Employee/Manager Talent discussion, feedback, and development plan (can be tied in with mid-year performance discussions)

2) Preparartion of performance documentation, i.e. PDP, PIP, etc. for low performance (C box) employees (if needed)

3) Scheduling of MOR Discussions for high potential (B1, A1, B2, A2 box) employees (if needed)

BMOPulse

05/01/2013 - 07/31/2013

??

Careers

05/27/2013 - 06/30/2013

Notable Events:

CAM Speed Mentoring Event- Time and Venue TBD

HR Initiatives

Performance Management, Employee Relations, Recruitment, Diversity

05/01/2013 - 07/31/2013

On-going

HR2GO Engagement

05/01/2013 - 07/31/2013

HR Business Run

Employee Panels

07/01/2013 - 07/31/2013

Talent/Low Performers Check-in

07/01/2013 - 07/31/2013

PWD Target Update

07/01/2013 - 07/31/2013