Inclusion Council Strategic Planning Session Meeting in a

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Objectives At the end of this session, we will have: l l Greater insight on the Inclusion Council and BRG’s alignment to the Bank’s Strategies Plans aligned to the main focuses of the Inclusion Council and BRGs: Ø Business Excellence (Marketplace) Ø Employee Development (Workforce) Ø Membership Connections (Workplace) Ø Corporate Social Responsibility (Lifespace) l Resources to support your BRG or Committee leaders in creating Strategic Plans for the next year 2 Ó Fifth Third Bank | All Rights Reserved

Inclusion Council Strategic Planning Journey Strategic Plans Draft Plans Prioritization Possibility Thinking Foundation Knowledge 3 Ó Fifth Third Bank | All Rights Reserved Finalize Plans & Event Planning Forms

Four Stages of Team Development & Personal Change Forming Anticipation Ambiguity & Uneasiness Storming Provide Basic Information Anger Ó Fifth Third Bank | All Rights Reserved Acceptance Exploration Provide Inspiration/ Involveme Norming nt Uncertainty Check Out Provide Recognition/Support Resistance Key - Minimize depth and duration in Lower quadrants 4 Performing Commitment Denial New Team Forms, Change is Introduced Opportunity & Challenge

Inclusion Council and BRG Goals Business Excellence Employee Development Membership Connections Corporate Social Responsibility (Marketplace) (Workforce) (Lifespace) • Financial Empowerment for small business owners • Focus on women and minority business owners • Emerging Markets • Operational Excellence • Lunch N Learns • Panel Discussions • Career Development Sessions • Cultural Competency Building Regular Mtgs Newsletters ILP Networking/social BRG Events • Bank Sponsored (e. g. booth, e. Bus) • BRG Specific (e. g. Hispanic United Way Give Back Day, Paint the Town) • Community Volunteerism (e. g. Ronald Mc. Donald House, Foster Care Gift Wrap) • • • Recruiting & Retention Opportunities 5 Ó Fifth Third Bank | All Rights Reserved

Steps for Strategic Planning Session l Step 1: Discuss alignment of BRG or Inclusion Council Committee to business opportunities and strategies. l Step 2: Possibility Thinking Activity l Step 3: Prioritization Process l Step 4: Begin Creating Strategic Plan 6 Ó Fifth Third Bank | All Rights Reserved

Step 1: Tactics & Metrics Alignment to Bank Strategies Employee Development (Retention) Examples: • Black History Month Breakfast • Inclusion Council Committee & BRG Kick-off/Welcome Events • Diversity Leadership Symposium • Panel Discussions • Lunch and Learns • Inclusion Council Leader Development • BRG Development • Women’s Forum • Women’s Networking for Enhanced Collaboration • Mentoring Program Potential Metrics/Measures of Success: • Track leader & employee participation • Event feedback evaluation • Track increase in intercultural competency (pre & post event evaluation) Business Excellence (Recruiting ) Examples: • Pride Festival • Black Family Reunion • Cinco de Mayo • Hispanic Chamber • Latino/Hispanic Festival • Women’s Forum • Women’s Networking for Enhanced Collaboration • Develop a more efficient process Potential Metrics/Measures of Success: • New business relationships (external) • ATM usage • Business relationships/accounts opened • Marketing/publicity received • Funds raised against amt spent • Track resumes received, interviews & hires from events • Track saved time or efficiencies 9 Ó Fifth Third Bank | All Rights Reserved Corp Social Responsibility (Recruiting) Member Connections (Retention) Examples: • American Heart Assoc. Walk • Stop Aids Walk • Black Family Reunion • YMCA Black & Latino Achiever • GLBT Pride Festival • Dress for Success Clothing Drive • Ronald Mc. Donald House • Cinco de Mayo • Latino/Hispanic Festival • Bethany House Services Children’s Carnival Examples: • Inclusion Council and BRG ILPs • Newsletters • Communicate BRG events and successes • Calendar of events • Intercultural awareness articles (e. g. Black History Month article) • YP BRG Baseball Game • Black History Month Breakfast • APA Picnic Potential Metrics/Measures of Success: • Track leader & employee participation • Event feedback evaluation • Benefit to those served • # in community served Potential Metrics/Measures of Success: • Goal of 30% of constituency population join BRG (where applicable) • Track net increase & retention #s on Inclusion Council & BRGs • Track hits on ILP • Track # communications and integration points • Improved employee growth, movement & retention #’s (EOC Team to track) • Improved Employee Survey questions (EOC Team to track) Strategic Links • Growth • Customer Experience • Talent Optimization • Coaching & Development • Employee Engagement (Pillar) • Respect & Inclusion (Core Value) • Community -United Way -Fine Arts Fund -Financial Empowerment -Project SEARCH

Step 2: Possibility Thinking Activity 1. Answer the question, “What things should your Inclusion Council Committee or BRG start doing? ” Use post-it notes to capture the work the Inclusion Council or BRG could do if the sky was the limit and place on the appropriate flip chart. 2. Review the items as a team and group into main themes. 3. Combine items where appropriate and look for ways to balance out the flip charts. — Are there some flip charts more full than others? 10 Ó Fifth Third Bank | All Rights Reserved

Step 2 Result: Inclusion Council & BRG Outcomes Business Excellence • Outcomes: Contribute to new client relationships , retention of existing clients, & recruiting opportunities by identifying key organizations to partner with for business networking Membership Connections • Outcomes: Improve employee’s awareness of the Bank’s Engagement & Inclusion Strategy through clear and consistent communications of events, meetings and networking opportunities • Enhance multicultural campaigns, product & services through BRG insights and input • • Improve the Bank’s operational excellence through the development of more efficient ways of accomplishing our goals Reflect the Bank’s values and demographics of employees, markets and communities through internal and external communication vehicles • Demonstrate a strong brand/identity through the Inclusion Council and BRGs communication vehicles Metrics: New business relationships, # accounts opened, ATM transactions, track # focus groups, insights gleamed, influence on product development, marketing strategy & ads. Metrics: % of constituency population & membership growth, active vs inactive, # retained & promoted, hits on ILP. Employee Development Corporate Social Responsibility Outcomes: • Outcomes: Enhance Bank’s reputation by leveraging involvement in key community events • Generate talent pipeline from key community events • Increase employee engagement through community volunteerism. • Increase talent optimization, internal placements, retention, engagement & inclusion through career dev. opportunities • Enhance intercultural competence of employees • Develop business knowledge/savvy through learning events Metrics: % of participation of employees & Leaders, # promo/ transfers, # new members, event feedback, pre & post evals 11 Ó Fifth Third Bank | All Rights Reserved Metrics: Marketing from event, Ad placement targeted to diverse groups, # in community served, community service volunteer hrs, logged, # referrals, resumes & interviews.

Step 3: Prioritization Process 1. Move the items to the Prioritization Chart and rank from High to Low in the areas of Business Impact, Resources Match and Strategic Link. 2. Add up the scores and determine the year the task will be targeted. Example: Prioritization Chart Tactic Business Impact Resource Match (to organization and/or stakeholders) (talent passion/energy time/money) 3= High Impact 2 = Moderate Impact 1 = Low Impact 3 = High Match of available Resources 2 = Moderate Match 1 = Low Match 0 to -1 = Beyond current resources 3 = Strong Link 2 = Moderate Link 1 = Low Link 0 to -1 = No Link Tactic 1 3 2 Tactic 2 3 Tactic 4 12 Scale Ó Fifth Third Bank | All Rights Reserved Strategic Link Total Year 3 8 2017 2 2 7 2017 2 1 2 5 2017 1 1 1 3 TBD

Prioritization Chart Tactic Business Impact Resource Match (to organization and/or stakeholders) (talent passion/energy time/money) 3= High Impact 2 = Moderate Impact 1 = Low Impact 3 = High Match of available Resources 2 = Moderate Match 1 = Low Match 0 to -1 = Beyond current resources 3 = Strong Link 2 = Moderate Link 1 = Low Link 0 to -1 = No Link 3 2 3 Scale Example: Tactic 1 13 Ó Fifth Third Bank | All Rights Reserved Strategic Link Total Year 8 2016

Step 4: Draft Plan l Move the items that can be completed this upcoming year to the IC/BRG Strategic Planning Template and begin completing the fields in the template. Example: Strategy Tactics to Support Strategy Business Excellence Membership Connections Employee Development Corporate Social Responsibility 14 Ó Fifth Third Bank | All Rights Reserved Lead(s) Resources Needed Recruiting & Retention Opportunity? Metrics/Measures of Success Est. Cost Timeframe

Inclusion Council & BRG Strategic Plan Strategy Tactics to Support Strategy Business Excellence (Marketplace) Membership Connections (Workplace) Employee Development (Workforce) Corporate Social Responsibility (Lifespace) 15 Ó Fifth Third Bank | All Rights Reserved Lead(s) Resources Needed Metrics/Measures of Success Est. Cost Timeframe

Resources l Inclusion Council & BRG Executive Advocates, HR Advisors and Committees l Community of Practices l Virtual Learning Labs l Fostering Engagement & Inclusion ILP l Inclusion Council Leader Tools l Diversity Best Practices Membership 16 Ó Fifth Third Bank | All Rights Reserved

Virtual Learning Labs l l Conducted by Fifth Third Bank’s Diversity & Inclusion consultants, The Winters Group. Normally last 60 minutes. Can be taken from the convenience of your desk. Free! 18 Ó Fifth Third Bank | All Rights Reserved l Register using the below link: VLL Registration Link

Next Steps l l l Create and finalize the Inclusion Council and BRG’s strategic plans Drive active engagement in regular Inclusion Council and BRG team meetings Continue to recruit Inclusion Council and BRG members and build a succession plan Update region’s Inclusion Council/BRG ILPs and upcoming year’s Calendar of Events Continue development as an Inclusion Council Leader 23 Ó Fifth Third Bank | All Rights Reserved