4xi Global Consulting (Jan 2024) by 4xi Global

GLOBAL CONSULTING & SOLUTIONS

Corporations | Service Providers Innovators | Accelerators Explore | Experience Extend | Expand

Inspire | Imagine Innovate | Impact

OUR STRENGTH IS IN THE POWER OF OUR COLLECTIVE

4xi Global Consulting & Solutions is a unique collective of senior leaders from client-side and operator-side businesses with global experience in facilities and amenities: at work, in education, at rest, and at leisure. We focus on transforming the Human Experience (HX) and believe that EXPERIENCE MATTERS! 4xi offers a range of strategic consulting, advisory services and solutions designed to inspire and explore the art-of-thepossible. We work with client organizations, service providers, innovators, and accelerators in several ways including supporting strategic projects, amenity experience design, employee and customer experience strategy and training, innovation, sustainability, market research, coaching, and fractional leadership support. We care for our people, our clients, and our planet. We believe in doing the right thing, because it’s the right thing to do, always.

INSPIRING A BRIGHTER FUTURE, TOGETHER.

OUR PRACTICES STRATEGIC PROJECTS & CONSULTING Our leadership team and senior consultants provide a range of strategic consulting and special projects support including: ▪ ▪ ▪ ▪

Business Strategy Organizational Experience Design Major Pursuits & Bid Strategies Acquisition Support & Integration

▪ Transformation & Change ▪ Market Research & Reports ▪ Retained Talent Search

EVOLVING EXPERIENCES© Employee Experience (EX) and Customer Experience (CX) strategy, design, and execution focused on driving better business. ▪ Employee Experience Strategy ▪ Customer Experience Strategy ▪ Training

▪ Culture Change ▪ Playbook Creation ▪ Measurements of Success

OUR PRACTICES DESIGN4LIFE© : PEOPLE, PLACE & PURPOSE Our Design4Life© team help organizations create amenities strategies, design, execution, and coaching: Amenities Strategy Amenities Experience Design Ideation Operational Alignment

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Experiential Journey Design Design Education Workshops Operationalization Coaching & Support Measurements of Success

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TRUE NORTH© ORGANIZATIONAL & LEADERSHIP ACADEMY Supporting organizations and teams to win better, retain better business through strategic partnerships and development: ▪ ▪ ▪ ▪ ▪

Market Match©, including: Ideal Client Characterization Ideal Client Profile Ideal Client Target List STAR Page Summary

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Learning Academy Partnership Summit Growth Team Development Strategic Account Management

SUSTAINABILITY SIMPLIFIED© Helping organizations align ESG vision with strategy, resources, execution, and measurement: ▪ ▪ ▪ ▪

ESG Strategy Sustainability Road Map Supply Chain Menu Design

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New Products Waste Reduction Optimize Performance Measurement & Reporting

OUR PRACTICES PROJECT MANAGEMENT OFFICE Our Project Management Office practice helps you deliver projects on-scope, on-time, and on-budget Strategic Planning Tactical Delivery Coordination Governance

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Resource Management Risk Management Budget & Cost Control Performance Management

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FOODCRAFT Focused foodservice consulting, audits, quality assurance leveraging Elevate© technology platform. ▪ ▪ ▪ ▪

Menu assessment Operational efficiency Cost Control & Profitability Compliance

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Food Safety Staff Training Sustainability Equipment & Technology

CREATE. Full service creative and design services assisting organizations build and broadcast winning concepts and brands. ▪ ▪ ▪ ▪

Strategy & Planning Market Research Brand Building Collateral Creation

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Graphic Design Creative Services Digital Marketing Execution

OUR PRACTICES DATAXI Data ingestion and visualization platform with graphic displays and real time data. ▪ ▪ ▪ ▪

Data Ingestion Infinite Data Sources Real-time Visibility Hierarchal Data Access

▪ Compare & Contrast Data ▪ What-if Scenario Comparison ▪ Access from anywhere

EXPLORERS' INNOVATION DIRECTORY Curated, best in class innovators of products, services, technology that impacts the human experience in the away from home markets.

WORKTECH ACADEMY Headquartered in London, WORKTECH Academy is a network of over 4,000 academic and industry work experience professionals spanning 30+ countries globally and representing many of the most progressive global organizations. Membership is available at Individual (free), Community, Corporate, and Global Partner level with access to insights, reports, and data. Global events in 26 countries and virtually. Access to research and reports, and the WTA knowledge network.

OUR STRENGTH IS IN THE POWER OF OUR COLLECTIVE Simon Elliot

Managing Partner & Co-founder San Francisco

Managing Partner & Co-founder New York

Hans Lindh Senior Advisor Advisory Council New York

Tony Johnson Chief Experience Officer Advisory Council Orlando

Ann McNally Amenities, Design & Growth

Ed Snowden Strategic Partnerships & Growth

Robert Gordon Global Operations & Amenities

Christy Cook Chief Sustainability Officer in Residence

James Powell Strategic Partnerships

Georgina Miranda Culture, Strategy & Transformation

Norihiro Kondo Innovation & Technology Scout,

Gary Mackay Remote Site Operations

Whitney Goulish Consulting Operations Lead

Hannah Spearman Creative Services & Graphic Design

Dina Wiltshire Strategic Partnerships & Growth

North Carolina

UK and Europe

John Schmidt Corporate Strategy and Workplace Experience Philadelphia

Barbara Boden

Philadelphia

Denver, Europe

Miami

New York

U.S. and JPAC

New Mexico

Columbus

Santiago, Chile

Atlanta

STRATEGIC CONSULTING & SPECIAL PROJECTS Research | Data | Insights | Strategy

The 4xi leadership team has decades of experience supporting a wide range of strategic consulting and special projects support, here are a few examples: BUSINESS STRATEGY From supporting your long-term business planning process, to growth plans, and culture transformation. ORGANIZATIONAL EXPERIENCE DESIGN Aligning organizational imperatives with Human Experience (HX) design across your business portfolio. MARKET RESEARCH & REPORTS Exploring new markets or opportunities, commissioned in-depth market research reports to navigate the way. MAJOR PURSUITS Guidance, support, coaching on bid strategies, and major pursuits for important retention or growth opportunities. ACQUISITION SUPPORT & INTEGRATION Let us help you confidentially explore the market, identify and engage with potential acquisitions and strategic partnerships.

OUR STRENGTH IS IN THE POWER OF OUR COLLECTIVE. 9

HQ: FRACTIONAL SUPPORT ON-DEMAND Draw from our team of experts on a fractional, or on-demand basis providing resource when you need them, including: ▪ CHIEF STRATEGY OFFICER ▪ CHIEF OPERATIONS OFFICER ▪ CUSTOMER & EMPLOYEE EXPERIENCE ▪ GROWTH STRATEGY ▪ CHIEF MARKETING OFFICER ▪ SUSTAINABILITY ▪ PROCUREMENT & SUPPLY CHAIN ▪ STRATEGIC PARTNERSHIPS ▪ INNOVATION ▪ PROJECT MANAGEMENT OFFICE ▪ CREATIVE DESIGN & MARKETING

EVOLVING EXPERIENCES© Employee(EX) + Customer Experience (CX) Tony Johnson is4xi’sChiefExperienceOfficerandleadsour Evolving Experiences© Practice focusedcreating experiences that build customer loyalty, employee engagement, and business growth.

EMPLOYEE EXPERIENCESTRATEGY

Creatingscalable employee engagement strategies that lead to retention and performance, including award-winning training, tools, communication strategies, and recognition programs.

CUSTOMER EXPERIENCE STRATEGY Crafting your approach to CX and hospitality through journey mapping, program creation, customer understanding, deployment, and accountability for results. Driven though steps of service, shared commitments, and service recovery.

TOOLS+MEASUREMENT In person and virtual training events, playbooks, coaching aids, and creating your voice of the customer feedback program.

MEASUREMENTSOFSUCCESS

Success is measured through employee, customer, and client sentiment, along with thoughtful metrics and performance indicators. Building, measuring, and contextualizing results will measure growth, deployment, and adoption.

PEOPLE CENTERED. EXPERIENCE FOCUSED.

DESIGN4LIFE© Purpose | People | Place | Possibilities

Our Design4Life© team help organizations create amenities strategies, design, execution, and coaching: AMENITIES STRATEGY Aligning your organizations imperatives with your amenity strategy is critical to your long-term success outcomes. EXPERIENTIAL JOURNEY DESIGN A process that looks at every aspect of the Human Experience from physical, environmental, and experiential design. DESIGN IDEATION & WORKSHOPS Structured ideation sessions with key stakeholders to explore the art-of-the possible, trends, and opportunities. OPERATIONALIZATION Coordination between all stakeholders: vision with design, architects, designers, and operators to optimize outcomes. COACHING & SUPPORT Our world class team of experts to help and support you through the process all the way to execution and beyond. MEASUREMENT OF SUCCESS Ongoing support and expertise to help clients measure performance and line up with critical success factors.

TRANSFORMING SPACES TO PLACES WHERE PEOPLE CHOOSE TO BE.

BUILDING A GROWTH CULTURE

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Vision, Mission, Purpose & Values What do you stand for? Do you stand out from the crowd? Top to bottom Culture Vocabulary & Vernacular Common Behaviors Brand Book & Personality Training & Education Swagger & Pride

WHAT’S YOUR STORY…? 13

TRUE NORTH© Strategic Partnerships Organizational Learning & Leadership Academy

Supporting organizations and teams to win better, retain better business through strategic partnerships and development: MARKET MATCH© Our proprietary process of identifying ideal client characterization, ideal client profiles, and target lists. STAR PAGE We take clients through a process of condensing down your value proposition into a STAR PAGE summary which forms the foundation of your go-to-market approach. Easy to understand, jargon free, consumable, and easy to articulate.

LEARNING ACADEMY Extensive 6-module virtual or in-person learning academy on the foundations of build a Strategic Partnerships culture. PARTNERSHIPS SUMMIT Structured processes for existing or new partnerships to get on the same page and aligned to mutual success. STRATEGIC ACCOUNT MANAGEMENT & DEVELOPMENT Our team of Strategic Account Management professionals will help, support and implement your structured SAM approach, and provide ongoing support, coaching, and measurement of success.

WIN BETTER, RETAIN BETTER BUSINESS.

MARKETMATCH© MARKET MATCH© is a proprietary process for your sales, retention, and operations teams to focus on the clients and prospects that matter most to your business. The methodology walks through a deep self-reflection of strengths and weaknesses - where you thrive as a business and where you just survive.

I. IDEAL CLIENT CHARACTERIZATION Industry, philosophy, culture, complexity. II. IDEAL CLIENT PROFILE Sector, markets, geography, size, readiness to buy.

III. IDEAL CLIENT LIST Highly qualified Ideal Client List. Quality not Quantity. IV. STAR PAGE A distilled version of your value proposition, on one page.

SUSTAINABILITY SIMPLIFIED© Standards | Measurement | Optimization

Helping organizations align ESG vision with strategy, resources, execution, and measurement: ESG STRATEGY & ALIGNMENT Helping organizations translate ESG vision into strategy, gain alignment, and drive execution, and impact. SUSTAINABILITY ROAD MAP We help you build a sustainability road map to transformation and change in practical, measurable steps and actions. SUPPLY CHAIN: SETTING STANDARDS Review of our existing procurement practices and how they apply to your strategy. Set new standards to optimize impact. MENU DESIGN & NEW PRODUCTS Structuring now just what you buy and from where, but help you with menu alignment, and search for new products. OPTIMIZE PERFORMANCE Our team has decades of experience in helping organizations optimize ESG performance, and really make a difference. MEASUREMENT & REPORTING The clearest way to drive impact is having line of sight to your performance, form which you can make impactful decisions.

DOING THE RIGHT THING IS THE RIGHT THING TO DO! 17

FOOD CRAFT CULINARY CONSULTING CULINARY OPERATIONS REVIEW We can help with anything from mystery shops to comprehensive program review. Our team of experts will use our proprietary Craft Success Matrix© and planning tool to help you identify areas of success and opportunity.

FOOD SAFETY We can help you evaluate your current food safety progress and plot a course toward exceeding your goals and standards. Our team can help with measurement, planning, training, and accountability. CULINARY STRATEGY We can help bring your culinary strategy to life with industry trends, professional evaluation, and long-term programmatic planning. From menu to performance to profitability, we have a solution for you. HOSPITALITY TRAINING Our team of professional experience and training experts can build your virtual and in-person training modules, and help you deploy and deliver the content to your team. 18

CREATE. PROJECT OR FRACTIONAL DESIGN & CREATIVE SERVICES BRAND LISTENING Where are you today? What is the perception of your brand with customers, prospects, and competition? BRAND STRATEGY What is the journey ahead? Where does your business want to be in the future, what do you want to stand for? BRAND PERSONALITY From your Vison, Mission, Purpose & Values, we help refine or craft your brand personality, and identity. CREATIVE SERVICES A full range of creative and marketing services to translate and broadcast your brand and build recognition: ▪ Brand Identity ▪ Logo Creation ▪ Brand Books ▪ Marketing Collateral ▪ Digital Assets ▪ Broadcasting Campaigns ▪ Social Media 19

BRAND LISTENING UNDERSTANDING MARKET PERCEPTIONS IS A CRITICAL STEP IN REFINING SUCCESS. WHAT DO YOUR CUSTOMERS REALLY THINK? WHAT DO THEY REALLY WANT? WHAT ABOUT FORMER CUSTOMERS AND PROSPECTS?

BRAND LISTENING REPORT

BROADCAST BRAND | AUDIENCE | ENGAGE

BROADCAST BRAND | AUDIENCE | ENGAGE You have your products and services, your customers, and you’ve been doing what you do successfully for a long time, right? But how attuned are you truly to the perceptions of your brand, really knowing your audience, and engaging with them in meaningful and impactful ways? These are questions of deep self-reflection, and sometimes difficult questions to pose, and answer. 4xi work with clients to address these questions, gain perceptions, build on messaging, and help you reach and engage with your audience. ▪ BRAND LISTENING ▪ MARKETMATCH© AUDIENCE CREATION ▪ STAR PAGE CREATION ▪ BROADCAST ▪ ENGAGE

LISTEN, LEARN, UNDERSTAND, AND ENGAGE . 23

CONDENSING YOUR BRAND MESSAGE AND ARTICLULATING IN A WAY THAT IT IS MOST EASILY CONSUMED AND UNDERSTANDABLE IS BOTH AN ART AND A SCIENCE. 24

STAR PAGE CREATION

BROADCAST YOUR MESSAGE

ENGAGE WITH IMPACT There are many ways, means and channels to engage, we work with you to identify what will work best for you, your business, and your audience. Here are just some examples:

▪ NEWS ▪ CONTENT SHARING ▪ BLOG POSTS ▪ ARTICLES ▪ MAGAZINE CONTENT ▪ WHITE PAPERS ▪ MARKET RESEARCH REPORTS

AUDIENCE CREATION IDEAL CLIENT PROFILE From the MarketMatch© process. SELECT ATTRIBUTES Sector, location, industry, size. SELECT PEOPLE Title, seniority, interests. SET CAMPAIGN STYLE Awareness, drive traffic, direct leads.

SET BUDGET Per click, daily, weekly, campaign. DESIGN & GO Select materials and message.

PROJECT MANAGEMENT OFFICE. ON-TIME | ON-BUDGET | ON-SCOPE SCOPE AND DEFINITION

Define the scope in detail: how it is to be delivered and define the steps in the process.

INITIATION

The right team, the right experience, sufficient capability and bandwidth to deliver.

RISK AND COMMUNICATION

Gap analysis; resources, deliverables, project milestones, and communication protocols.

EXECUTION

Deliver to the scope of work providing regular updates including ongoing risk analysis.

CONTROL

Manage to budget, hours, flag change orders, gain further approvals.

CONCLUSION

The 4xi PMO is designed to support internal 4xi projects, as well as a stand-alone service to clients.

Conduct a post project assessment to determine successes, weaknesses and adherence to best practices. 29

CRITERION BENCHMARKING SURVEYS | DATA | INSIGHTS

Sample of EXCLUSIVE TopicsMEMBERSHIP covered ▪ PRIVATE MEMBER PORTAL with access to:

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PRIVATE SURVEYS PUBLIC SURVEYS PRIVATE POLLS LINKEDIN GROUP DATA INSIGHTS WPE ARTICLES 360 RESOURCE CENTER

EXAMPLE OF TOPICS Return to Work Strategies Post COVID Best Practices

Amenities Strategies Foodservice Insights

Breakrooms & Pantries Policies & Procedures Investments & Subsidies Sustainability & ESG Health & Wellness Key Performance Indicators Technology & Innovation

Member Requested Topics 31

A pulse on fundamental workplace issues

Track industry changes and trends with technology

THE CRITERION ADVANTAGE

360-degree view on how you compare to others

THE NEXT GENERATION OF BENCHMARKING

A formal fast way to conduct a quick poll with members

Saved time in gathering data

Access to reports to provide support to strategies existing or new

Access to the 360 Resource Center/Tool Kit

Members Quarterly (virtual) Insights Review

Members Annual Trends Report

SURVEY REPORTS

INNOVATION IS THE FUEL THAT KEEPS “ORGANIZATIONS ALIVE. IT’S THE DRIVING Products | Services | People | Technology

Innovation is always a feature of why clients are either satisfied of dissatisfied.

FORCE OF TODAY THAT WILL DEFINE THE FUTURE OF OUR TOMORROWS.

”

TOP 5 REASONS WHY WE WIN OR LOSE BUSINESS: ▪ RELIABILITY & TRUST ▪ DEEP CLIENT UNDERSTANDING ▪ RIGHT TEAM ON THE GROUND ▪ LEADERSHIP CONNECTIVITY ▪ PROACTIVE INNOVATION 4xi has created the opportunity for organizations to have a constant flow of Innovation Pipeline: EXPLORERS INNOVATION DIRECTORY A list of carefully curated innovations that add impact to the Away from Home markets. INNOVATION SCOUT© On the look out for a specific solution to a specific problem, then let us lead the search for best-in-class solutions. INNOVATION LAB We work with innovators and help them hone their product, package and translate their offerings to the market.

WHAT DOES INNOVATION MEAN TO YOU, AND YOUR CLIENTS? 34

EXPLORERS INNOVATION DIRECTORY Technology | People & Culture | Products & Services

Free industry resource of carefully curated best-in-class innovators that make a difference and create an impact.

ACCESS BEST-IN-CLASS, EVOLVING INNOVATION PIPELINE. 35

SEE MORE THAN EVER BEFORE ELEVATE© IS A DYNAMIC PLATFORM THAT GATHERS DATA AND INSIGHTS FROM YOUR DISPERSED OPERATIONS IN REAL-TIME GIVING YOU VISIBILITY LIKE NEVER BEFORE. INSIGHTS | ACTION | IMPACT 36

OPERATIONS | AUDIT | EXPERIENCE

CAPTURE FROM ANYWHERE KEY PERFORMANCE INDICATORS

INSIGHTS, EVERYWHERE. You decide what data is most important to you and we’ll set up the system to ingest and to gather the data giving you real-time visibility like never before.

HEALTH & SAFETY

MEASUREMENT METRICS

REMOTE AUDITS & INSPECTIONS

CROWD-SOURCED QUALITY AUDITS

REPAIRS & MAINTENANCE

EMPLOYEE FEEDBACK

PHOTO VISUALS, GALLERY CUSTOMER FEEDBACK

QUALITY & COMPLIANCE

VIDEO WALK THROUGH’S, HUDDLES

SEE MORE THAN EVER BEFORE POWERED BY

U.S. TOP EMPLOYERS With over 250 records from the FORTUNE Top 100 and great places to work indices, we have created a dashboard for easy search by state, by industry, across the top employers in the U.S.

ADDITIONAL INSIGHTS Refer a Friend rating, Rate the CEO, all insights to not only the best places to work for, but also the best organizations to work with.

MARKETING DASHBOARDS

SALES DASHBOARDS

WE’RE READY TO ANSWER YOUR QUESTIONS Here are just some examples of potential data-sets and how they could impact your business: BEST PLACES TO WORK Imagine understanding where the best places to work are, and how they invest in workplace experience.

Map your locations, local trends and metrics, where to locate your next office or operation.

EMPLOYMENT STATISTICS

REAL ESTATE

What are your labor rates, where and how do you hire, where is your next office optimum location?

RETAIL FOOD PRICING INDEX Providing clients with empirical data on pricing across portfolios. Each % gained goes straight to your bottom line.

GLOBAL FOOTPRINTS

EMPLOYEE EXPERIENCE What are the Employee Experience (EX) trends in your industry? How do you attract and retain the best?

Availability, occupancy, price per square ft. Where’s your next real estate investment going to be?

CUSTOMER EXPERIENCE What are the Customer Experience (CX) trends in your industry, how do you measure up, and how do you make a difference?

COMPETITIVE ANALYSIS How are your performing versus your competition? What are the key measurements for growth and success?

MARKET ANALYSIS Whether by sector, region, industry, where are the growth opportunities for your business?

FLASH REPORTING

FOR OPERATORS: For operators of dispersed operations real-time visibility to key data is a potential gamechanger for your business performance.

IMAGINE real-time access to data such as: ▪ ▪ ▪ ▪ ▪ ▪

POPULATION METRICS SALES REVENUE TRANSACTIONS AVERAGE CHECKS LABOR HOURS CASH IN BUSINESS

LET US WORK WITH YOU AND CREATE A SET OF METRICS AND REAL-TIME REPORTING THAT MEANS THE MOST TO YOU AND YOUR BUSINESS PERFORMANCE. 44

Headquartered in London, WORKTECH Academy is a network of over 4,000 academic and industry work experience professionals spanning 30+ countries globally and representing many of the most progressive global organizations.

Membership is available at Individual (free), Community, Corporate, and Global Partner level with access to insights, reports, and data. Global events in 26 countries and virtually. Access to research and reports, and the WTA knowledge network.

THE FUTURE OF WORK HOW WE’LL WORK TOMORROW. 45

INSPIRING A BRIGHTER FUTURE, TOGETHER

GLOBAL CONSULTING & SOLUTIONS