October 25, 2011
American Bankers Association (ABA) Annual Conference – Engaged Team Performance in Banking
Sarah Brethouwer and Dodd Starbird delivered a presentation to the ABA Annual Conference with a project story from Principal Bank.
Implementation Partners facilitated Principal Bank's "EZB" (Easy to Do Business) project in 2010, which reduced direct labor cost by over $500,000 per year, improved customer satisfaction, and reduced transaction lead time for critical activities such as Safe Harbor Account Distributions by 80%.
Click here for the presentation PDF.
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March 29, 2011
LOMA Customer Service Conference – Engaged Team Performance in Life Insurance Administration
Lacy Larson and Dodd Starbird delivered a presentation to the LOMA Customer Service Conference with a project story from Lacy's team at The Principal Financial Group®.
Implementation Partners assisted Lacy's Life Insurance Administration's project teams to deploy process changes and performance controls in late 2006, with another project in 2010 to enhance team collaboration, and since then the department has reduced staffing by 28%, reduced cost per transaction by 37%, improved customer satisfaction, reduced transaction lead time below the LOMA median, and sustained high employee morale. Processing higher volumes today with a high-performing team, their efforts have realized an annualized savings of $2.5 million per year.
Click here for the presentation PDF.
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October 14, 2010
Des Moines Results Forum #4 and Book Signing – Engaged Team Performance (ETP) at Principal Bank
Art Bacci, President & CEO of Principal Bank, and Sarah Brethouwer, EZB project leader, presented the results from their "EZB" (Easy to do Business) project, applying Engaged Team Performance (ETP) concepts to streamline processes, enhance collaboration, and drive new levels of performance.
Click here for the presentation PDF.
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December 2009
Cover Your Bases: Usually considered separately, process focused management and organizational development can be combined during process improvement
A Quality Progress Article by Matt Rowe
Click here for the article.
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January 28, 2010
Des Moines Results Forum #3 – Strategy & Account Reviews for Sales
Karsten Gebert presented a new concept for applying traditional process, customer, and data analysis methods to revolutionize performance in the most critical function for any company: driving sales.
Click here for the presentation PDF.
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September 29, 2009
LOMA Committee Presentation – Transactional Lean and Engaged Team Performance
Dodd Starbird delivered a presentation to the LOMA Group Insurance committee, with a case study in Transactional Lean process streamlining. The Principal Financial Group® sponsored the 1.5-hour discussion, and the case study centered on one of their most successful projects, in their Group Proposal Services (GPS) department.
Implementation Partners led the GPS project team to deploy process changes and performance controls in late 2006, and since then the department has reduced staffing from 65 to 38 people (through attrition, not layoff!), improved customer satisfaction, and sustained high employee morale. Processing similar volumes today with a high-performing team, their efforts have realized an annualized savings of $1.2 million.
Click here for the presentation PDF.
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September 22, 2009
Des Moines Results Forum #2 – Team Performance Controls|
Julie Stanley from Group Proposal Services at Principal Financial Group® presented a success story from her team, which has achieved great results in the last three years using Team Performance Controls.
Click here for the presentation PDF.
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June 24, 2009
VOS - Voice of the Stakeholder Webinar
Roland Cavanagh and Dodd Starbird joined Cameron Karr from MarketTools to host a webinar about the future of Voice of the Customer in a technology-enabled world.
Click here for the presentation PDF.
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May 12, 2009
Des Moines Results Forum #1 – Process Streamlining
Cheryl Paine, Director of Marketer Services for the Principal Financial Group®, and Jim Cushing, Executive Director of Performance Improvement for Iowa Health HomeCare, delivered presentations on their results from process streamlining efforts.
Click here for the Principal Financial Group® Marketer Services PDF.
Click here for the Iowa Health HomeCare PDF.
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May, 2009
Distressed CDOs – a White Paper
Implementation Partners delivers a concise description of the process and data issues that led to the financial crisis, with a proposed solution that has since been implemented by government and industry leaders.
Download the pdf here.
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February 20, 2007
Slideshow or Gallery Walk?
The purpose of this paper is to discuss the relative merits of alternative methods of presenting information to small to mid-size groups, in an effort to enable presenters and facilitators to make a more informed choice.
Download the pdf here. 
