Engen

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Ritmo220903rfq TOP TALENT PROGRAMME

• 8 June 2023

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Introduction

• Thank you for the opportunity to respond to this
  RFQ.
• Our enterprise purpose is to positively impact
  business performance through the development of
  people. This, together with our commitment to
  making organisations more human through science,
  brings a unique passion, experience and
  capability that we believe will meet the
  expressed need.

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index

• Our understanding of your need
• Proposed architecture
• Our approach
• Foundational models and learning philosophy
• Core models and tools
• Our research
• Impact measurement and case studies
• Pricing
• Company profile and differentiators

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Our understanding of your need

• Engens leadership approach over the past few
  years has been that of leaders develop leaders,
  on the job learning via the Korn Ferry Leadership
  Architect and a focus on solution focused
  coaching skills. These approaches have yielded
  some success but also highlighted two distinct
  needs at the senior leadership (n-75) levels. The
  senior leadership (referred to as Level 3s)
  falls in to two distinct groups
• Group 1 Engens Top Talent (n35)
• Group 2 Engens Senior Leaders (n-40)
• This proposal addresses Group 1 Engens Top
  Talent.

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context

• The Engen Top Talent group is made up of
  individuals that have been assessed and verified
  as Top Talent, consistently perform at a high
  level and occupy Business Critical Positions
  (BCPs) and/or are identified successors for BCPs.
  These leaders role model most of the high
  performance competencies as per the following
• Ensures Accountability Holding self and others
  accountable to meet commitments
• Drives Results Consistently achieving results,
  even under tough circumstances
• Action Orientated Taking on new opportunities
  and tough challenges with a sense of urgency,
  high energy, and enthusiasm
• Decision Quality Making good and timely
  decisions that keep the organization moving
  forward
• Collaborates Building partnerships and working
  collaboratively with others
• Instils Trust Gaining the confidence and trust of
  others through honesty, integrity, and
  authenticity

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context

• The main programme focus for this group would
  be an intervention, possibly 2 days off site with
  an overnight, that will give them a lift, show
  them appreciation / recognition, help them to
  become even better, perhaps focus on personal
  excellence.
• The brief mentions that it will be useful to
  bolster these leaders capacity to care for the
  direct report, develop their direct reports and
  collaborate better with each other. This should
  be a 6-month journey.

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proposed architecture
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Proposed solution

• The following slide provides a high level
  architecture based on the details from the brief.
• During our design phase, we would test our
  thinking with core stakeholders to ensure the
  content is aligned to expectations and customised
  for the Engen context.
• Our architecture includes
• A two day offsite which includes an immersive
  simulation for all 35 leaders
• Three x themed coaching sessions (per group of
  12-13 leaders) with application between sessions
• An Integration session with all 35 leaders

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Proposed PROGRAMME ARCHITECTURE
Month
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1
2
4
3
Themed Coaching Session 2 (3 hours) Make
effective decisions How do we avoid biases in
decision making? How do we solicit feedback and
input from others who can offer different
perspectives and insights? How do we apply
critical thinking and strategic decision-making
skills to real-world scenarios
Two day offsite All 35 Leaders Inside Risk
Simulation Overnight Fireside connect A
neuroscience lens to enhancing personal mastery,
building trust through authentic leadership and
showing care for others

• Integration
• (3 hours)
• Make it stick
• How do we embed new habits?
• How do we cascade the learning?
• How do we align systems and processes to support
  us?

Themed Coaching Session 1 (3 hours) Get things
done How do we create a culture of
accountability for ourselves and for our
teams? How do we make sure we focus on what
matters most to drive results? How do we create
energy and urgency to move to action?
Themed Coaching Session 3 (3 hours) Collaborate
inclusively How do we create inclusive
relationships? How do we listen with attention
and ask questions for insight? How do we
collaborate across the system to meet shared
objectives?
Practice tools, guides and embedding activities
Impact Assessment
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Core content
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Inside risk simulation

• The Inside Risk immersions equip leaders to
• Master the fundamental behaviors of leading in
  high-stakes conditions
• Improve their capacity to exercise critical
  thinking
• Create authentic trust around themselves and with
  the people in the organization
• Put learnings directly into action
• Inside Risk has a number of solutions which we
  can present and explore (see the following
  slide).
• We would work with Inside Risk to create business
  context and ensure alignment to the leadership
  challenges. We would also lead the further
  debrief conversations (in the themed coaching
  sessions) to embed the new behaviours.

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Simulations to explore
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Foundational principles Leadership fingerprint

• Inside Risk applies the leadership fingerprint as
  a foundation for the leadership capabilities
  address through the simulations

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Personal mastery a neuroscience lens
SCARF Primary drivers of threat and reward
The neuroscience of creating inclusion
Building trust
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Get things done
Lasting behaviour change happens when we build
the right priorities, habits and systems to
achieve organisational goals and create lasting
impact.
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Effective decision making
Critical thinking and decision-making Using
critical thinking and strategic decision-making
skills to make high quality choices in your
personal and professional life.

• Avoid common biases and fallacies that can cloud
  your judgment and lead you astray.
• Solicit feedback and input from others who can
  offer different perspectives and insights.
• Foster a culture of learning and innovation that
  encourages experimentation and adaptation.
• Apply critical thinking and strategic
  decision-making skills to real-world scenarios
  that you currently face or may encounter in the
  future.
• Make high quality decisions that are aligned with
  your purpose, values, culture and ambitions.
• Solve complex problems and achieve your goals
  with confidence and credibility.
• Coach your team through decisions and empower
  them to take ownership and accountability.
• Critically evaluate the decisions being taken in
  your organization and contribute proactively and
  constructively to organizational decisions.

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Collaborate inclusively
Listening with attention and empathy
Asking questions for insight
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Impact measurement and case studies
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Science informs everything we do
The NeuroLeadership Institute is a leading global
research organisation and the pioneer of bringing
neuroscience to leadership and performance. Our
brain-based, process-focused and outcome-driven
methodologies facilitate positive change. For
over 24 years, the Institute has united the
worlds foremost neuroscientists, leadership
researchers, and organisational practitioners
with the purpose of transforming how we think,
develop, and perform. The Institute provides
unique brain-based, process-focused, and
outcome-driven methodologies and frameworks that
help organisations facilitate positive change and
lead more effectively. We work with academics,
scientists and business leaders to align our
focus in the areas that leaders experience as
critical priorities. We are thinking partners
that help our clients build strategies that
positively transform organisations.
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Monitoring and impact measurement

• The ongoing monitoring, evaluating and reporting
  on the progress per leader and for a group of
  leaders against the needs identified in the
  programme outcomes is key.
• As part of the programme launch stage, we will
  clearly articulate the behavioural outcomes that
  will be impacted by the programme.
• We use Qualtrics to assess the behaviour change
  percentage against these outcomes over time.
• Feedback is obtained from leaders, per module,
  and rolled up to a programme view (see the
  following slide).
• We encourage the broader stakeholder group to
  provide feedback on the quality and frequency of
  behaviour change observed.

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Impact measurement

• Our approach to impact measurement involves a
  focus on
• Embedding new learning
• Creating behaviour change
• Sustaining behaviour change (over time)
•  
• This is assessed through
• Participant survey Qualtrics XM
• Direct report survey
• Peer survey

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PRICING
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pricing
Description Fee per unit (ex VAT) Total per group (ex VAT)
Design and customisation 4 days _at_ R14 500 R58 000
Two day offsite For all 35 leaders including the Inside Risk Simulation R280 000
Themed group coaching 3 x 3-hour themed group coaching sessions x 3 groups R18 000 per session x 9 R162 000
Integration session R18 000 R18 000
TOTAL R518 000
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Neuroleadership institute
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Who we are
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TERMS AND CONDITIONS

• Introduction
• 1. These Terms and Conditions should be read in
  conjunction with the proposal and costing
  schedule provided for a specific intervention.
  Should a specific agreement between
  NeuroLeadership Institute South Africa
  (hereinafter referred to as NLI) and a Client
  be entered into, the specific agreement will take
  preference over the Terms and Conditions outlined
  in this document
• Validity
• 1. Proposals, including costing, are valid for 30
  days from the date of quotation, unless agreed
  otherwise in writing
• 2. E-mail is an accepted mode of communication
  for all aspects related to an agreement between a
  Client and NLI. An e-mail from the authorised
  representative of the Client accepting a proposal
  or scheduling an event included in a proposal for
  which costing has been provided will be
  considered as written acceptance of the proposal
  and costing
• 3. Should the quotation not be confirmed in
  writing by the acceptance date as set out in the
  proposal/costing, the planned resources for the
  project will be forfeited and a new start date
  and costing will be negotiated

• Pricing
• Should any amount be outstanding for more than
  sixty (60) days without a valid concern having
  been raised in writing, NLI reserves the right
  to cease delivery. The Client remains
  responsible for payment on work delivered and
  scheduled to be delivered in the month when
  delivery was ceased
• The project duration and costing may increase
  when the scope increases, where agreed costing
  assumptions change or prove to be unfounded, or
  where the number of units allowed for an element
  of the costing schedule change at the request of
  the Client. The Client will be alerted to
  possible changes in writing when the possibility
  becomes evident
• The Client will be responsible for payment of
  costs incurred because of delays caused by the
  Client
• International travel expenses, such as visas,
  medical insurance and inoculations will be
  charged to the Client at cost, where applicable
• Expenses incurred for venue hire and logistics,
  equipment, books, costs related to copyright,
  gifts, guest speakers and other aspects not
  specifically stated are not included in the
  costing schedules unless discussed, added, and
  approved
• In the interest of transparency NLI unbundles
  costing to the level that is practical per
  project. The unbundled costing will indicate the
  billing unit per line item. Examples of billing
  units include sessions, days, facilitators, or
  processes. Per unit billing shows the number of
  units and the number of resources required to
  deliver, the time required to deliver and the
  maximum group size. The total per line will
  change when any of these aspects change

• Pricing
• Costs exclude VAT, venues, travel, and
  accommodation, unless otherwise indicated in the
  costing schedule
• Travel outside a 50-kilometre radius from the NLI
  offices in Illovo will be charged per kilometre
  at AA rates
• Unless indicated otherwise in writing (in an
  engagement agreement between the Client and NLI,
  the following terms apply to invoicing
• 3.1 NLI will issue a VAT invoice in South African
  Rand
• 3.2 Interest on overdue accounts will be charged
  at a rate of prime 1
• 3.3 Costs incurred on behalf of the Client are
  considered as disbursements. NLI will provide
  estimates which will not be exceeded by more than
  10 without confirming the actual amount with the
  Client in advance. NLI will provide copies of
  suppliers invoices as proof of purchase. Please
  note that costs related to excess baggage when
  facilitators carry material and courier costs to
  distribute material are considered as
  disbursements
• 3.4 Invoices are raised in accordance with the
  agreed delivery and investment schedule
• 3.5 Invoices are payable 30 days from statement
•  

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TERMS AND CONDITIONS

• Cancellation
• Should the Client cancel, postpone, or terminate
  any written agreement or part of an agreement
  with NLI, the conditions set out below will
  apply
• 1.1 In the case of written cancellation,
  termination, or postponement within ten (10)
  business days prior to the agreed project start
  date the Client will be liable for payment for
  50 of the total fee
• 1.2 In the case of written cancellation,
  termination or postponement within five (5)
  business days prior to the agreed delivery date
  the Client will be liable for 100 of the total
  fee
• Restraint of Trade
• The Client undertakes that they will not, during
  the period of this agreement, and for a period of
  twelve (12) months thereafter, either for itself
  or as the agent of anyone else, persuade, induce,
  solicit, encourage or procure any NLI resources
  who have been directly or indirectly involved in
  the provision of services without NLIs written
  agreement
• Should the Client employ a NLI employee, with or
  without NLIs written agreement, the Client shall
  pay NLI a replacement fee to be agreed per project

• Ownership of Copyright
• Joint or co-ownership of copyright in South
  Africa is governed by common law. Where work
  created by NLI and the Client is a combined
  work and does not consist of a bundle of rights
  that can be divided, bundle of rights cannot be
  severed and divided into distinct pieces of
  copyright over which each author has ownership
  and exclusive control
• Joint or co-ownership of copyright in a new piece
  of work means that neither NLI nor the Client can
  amend, modify or exploit the copyright without
  the others express consent

• Ownership of Copyright
• All work created is copyright under the Berne
  Convention. In terms of the Copyright Act, N 98
  of 1978, no part of created work may be adapted,
  amended, reproduced, or transmitted in any form
  or by any means, electronic or mechanical,
  including photocopying, recording or by any
  information storage and retrieval system, without
  the express prior written permission of the
  copyright holder, NLI. Any unauthorised
  reproduction of the work will constitute a
  copyright infringement and render the doer liable
  under both civil and criminal law
• All information and rights, including technical
  knowhow, trade secrets, business and marketing
  concepts and artistic drawings and copyright
  associated with and existing in work created by
  NLI remains confidential and shall not be exposed
  to revealed to third parties without the prior
  written authority of the proprietor thereof,
  namely NLI
• Where NLI and the Client work together to create
  a work, NLI and the Client would be joint authors
  and co-owners of the copyright in the work.
  However, if either NLI or the Client provided a
  meagre and questionable contribution (Beecham
  Group PLC Ltd Liability Co and Another v Biotech
  Laboratories (Pty) Ltd 738 JOC (T) 2002 (4) 249
  (SCA)) then the person who contributed the
  meagre and questionable contribution cannot be
  deemed as a co-owner of the copyright
•  

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Acceptance of proposal

• On behalf of the Client, I hereby agree to the
  terms and conditions, pricing and scope of work
  as outlined in this proposal

Proposal Name
Company Name
Name and Surname (authorised hereto)
Signature
Date
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Thank You