RPI Best Practice Program 2009 Nomination Form Deadline for Entries: December 1, 2008 Thank you for taking the initiative to nominate an organization for the Recognition Professionals International, (RPI - formerly NAER) Best Practice Award. Before completing this nomination form, please carefully review the RPI Best Practice Standards. Eligibility and Application Fees Organizations may self-nominate or be nominated by someone outside the organization. Please note: A nomination of any organization other than its own must be with the nominee’s approval. Recognition consultants or resource providers may not nominate client programs that are available to the marketplace for sale, however a client organization that has put the consultant’s program into practice and is currently using the consultant’s program is eligible, even if nominated by the consultant. Nominees must be willing to share their programs and processes with RPI, be audited and have the results published. RPI Best Overall Award Recipients must be willing to present their programs/practices in a one (1) hour presentation at the RPI 2008 Fall Summit, Chicago, Illinois. The application fee for submission of a nomination is $150.00 for nominees who are RPI members and $400.00 for nominees who are not RPI members. The non-RPI member application fee will include a one-year RPI membership. The application fee should be submitted with this Nomination Form. Completing the Nomination Form Part A asks for basic information about your organization. Part B asks for specific information about your recognition program in the context of the specific items covered by the Best Practice Standards. All nominations must be submitted on this Best Practice Nomination Form and must be accompanied by a program document and/or other relevant materials sufficient to demonstrate that the program is documented as required by the Standards. These materials must be submitted via the online form, in an electronic format to Christi@recognition.org or sent on CD to the below address. Please use pdf or jpeg images and Word programs. Materials must be submitted to: Recognition Professionals International (RPI) 1601 North Bond Street, Suite 303 Naperville, IL 60563 To assist our judges, please keep the following two important points in mind: 1. Please give specific examples in the Nomination Form, whenever possible, to supplement general statements; and 2. Please include specific cross-references in the nomination form to the supporting documents and supplemental materials. As you prepare this Nomination Form, please refer to the Best Practice Standards for more specific guidance on each item RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 2 Part A: General Information Name of organization: ALLSTATE FINANCIAL Dept/Division/Section (if applicable): Address: 3100 SANDERS ROAD City/State/Zip: NORTHBROOK, IL 60062 1) Number of employees: Approximately 3,400 2) The organization is: ___ non-profit ___ government _X__ for-profit 3) Industry: INSURANCE/FINANCIAL SERVICES 4) If we choose to study your organization, whom should we contact for more information? Name: BEVERLY J. EDWARDS Position: SENIOR MANAGER Address (if different than above): Same as above City/State/Zip: Same as above Phone Number: (847) 402-2725 RPI occasionally transmits information regarding the Best Practice program via electronic communications (Email). I authorize the Recognition Professionals International (RPI) to send association Email communications to my Email Address: Beverly.edwards@allstate.com RPI occasionally transmits information to its members via FAX communications. I authorize the Recognition Professionals International (RPI) to send association FAX communications to my Fax number: Who referred you to RPI? How did you hear about RPI? AF’s Executive Sponsor for Recognition Nominated by: Name: Beverly Edwards Organization: Allstate Financial Address: 3100 Sanders Road City/State/Zip: Northbrook, IL 60062 Email: Beverly.edwards@allstate.com Phone: (847) 402-2725 RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 3 Part B: Program Information Please complete each of the specific recognition program elements covered by the seven Best Practice Standards: Standard 1. Standard 2. Standard 3. Standard 4. Standard 5. Standard 6. Standard 7. Recognition Strategy. Management Responsibility. Recognition Program Measurement. Communication Plan. Recognition Training. Recognition Events and Celebrations. Program Change and Flexibility. All nominations are judged first on Standards 1 and 2, which are the basic elements of a successful recognition program, and then on Standards 3 through 7, which treat specific program elements in more detail. Please respond to each item in the spaces provided below. If necessary, you may create additional space below the item as needed. Standard 1. Recognition Strategy. Describe the organization’s recognition strategy. Include the specific recognition strategy statement and describe how the recognition strategy links to the overall organizational vision, mission, and values. The Allstate Financial (AF) Recognition Program, BRAVO, stands for “Bringing Recognition to Allstate Financial through Values and Our Shared Vision." BRAVO is designed to support employees as we build a culture of recognition where saying “thank you” is a day-to-day norm. The name BRAVO is symbolic of recognition and reflects the primary criteria associated with our strategy: Recognizing and rewarding employees who display the values and behaviors identified as essential to our success and are key to achieving operational excellence. In 2007, the Allstate Corporation introduced “Our Shared Vision”. The Vision is who we are, what we expect from each other and the essence of the Allstate brand. Our Shared Vision includes Our Purpose, Strategic Vision, Our Values, Corporate Goal, Our Principles and Our Operating Priorities. There are seven principles within Our Shared Vision and principle number six specifically identifies recognition as an area of focus across the entire Allstate Corporation. Allstate Principle Number Six: Hire carefully, develop and inspire aggressively, manage respectfully, empower, reward and celebrate people. To help employees embrace the Allstate Shared Vision, a companion guide was developed entitled, Reinvent: The Allstate Employee Guide to the Future. Within this book, each principle is discussed in detail. In reference to principle number six, “Allstate leaders, at all levels of the company, have a responsibility to help our people be the best they can be. Our employees can expect Allstate to treat them with respect and provide a supportive, stimulating and rewarding workplace.” Further, the Chief Executive Officer of Allstate is cited within Reinvent as stating, “Our Shared Vision is the roadmap to realizing our full potential. We must live these concepts in everything RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 4 we do, each day.” As such, the senior most leader within Allstate advocates for recognition as part of the company culture. In addition to its inclusion in the Shared Vision, recognition is also highlighted in the Allstate Partnership which is an annual discussion all employees and managers have to ensure employees know what is expected of them by the company and what they should expect from the company. Specifically, the Partnership states, “You (the employee) should expect Allstate to recognize you for your accomplishments.” The Allstate Partnership promotes working together to create an environment where every employee can do his or her best so that the company can do its best. As an output of doing their best, employees should be rewarded and celebrated appropriately. The Allstate Financial BRAVO program enables us to uphold our commitment to recognition. 2. Provide examples of how the organization provides a three-dimensional approach to recognition through the following: (See the Best Practice Standards for definitions.) Day-To-Day Recognition: Documentation taken from the AF BRAVO Recognition website: (see Exhibit 3 – Day-to-Day Recognition) BRAVO Card Program - The BRAVO Card Program makes saying thank you easy! BRAVO cards enable day-to-day, personal, specific and timely acknowledgement of employees, across all levels and all areas of responsibility. Employees simply write and deliver a card to employees or teams seen living any of the values listed on the back of the card (Our Shared Vision Values). Employees are reminded to cite specific examples to make the recognition more specific and meaningful to the recipient. After completing the message on the card, the information on the side tab is filled out. Then the side tab is torn off at the perforated section and placed in a BRAVO box located within AF’s designated areas. The sender of the recognition should personally deliver the BRAVO Card to the recipient along with a BRAVO sticker that says “I received a BRAVO” today. The BRAVO card giver also receives a sticker that says “I gave a BRAVO today”. On a quarterly basis, names are drawn to recognize and reward a few individuals in each location who have received or given recognition. There is no limit on cards or entries. Winners are recognized and communicated via the BRAVO Recognition website. *Some locations even hold a quarterly drawing for specified parking spots. Informal recognition: Informal recognition covers a wide spectrum of activities and events, which are uniquely defined and carried out by the various areas of responsibility (AORs) at their discretion. Some examples of informal recognition programs are listed below: Super Job Awards “It’s Your Choice” Certificate Jeans Days Recognition Lunches Pie Days RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 5 Sweet Points Formal recognition: Documentation taken from the AF BRAVO Recognition website: BRAVO AWARD PROGRAM (see Exhibit 1 - Formal recognition – AF BRAVO Recognition Website - BRAVO Award) Rewarding employees who display the values and principles identified as essential to our success is key to growing the value of the company for our customers, our associates, our shareholders, our communities and society. The BRAVO Award Program consists of the BRAVO Award and the President’s Award. BRAVO Award The BRAVO Award program offers a formalized avenue for recognition where recipients are recognized for delivering results in a manner consistent with our values. Employees are encouraged to nominate others living the Allstate Values, found in Our Shared Vision, for a BRAVO Award. Individuals or teams are eligible to receive this values-based company level award. Who is eligible to enter All current full and part-time Allstate Financial employees in the following offices are eligible to participate in the BRAVO Award program: Jacksonville, Florida; Lincoln, Nebraska; and Buffalo Grove, South Barrington, Northbrook, and Vernon Hills, Illinois (“Eligible Employees”). This includes employees in Shared Services who work primarily on Allstate Financial matters, in the following Departments: Corporate Relations, Enterprise Technology, Facility Services, Human Resources, Investments, Financial Law and Marketing. For purposes of the BRAVO Award program, “Allstate Financial” means Allstate Bank, Allstate Life Insurance Company, Allstate Life Insurance Company of New York, Allstate Workplace Division and Lincoln Benefit Life Company. Allstate bonus level leaders and above are eligible to receive BRAVO Awards and President's Awards, but are not eligible for monetary awards under the BRAVO Award program. Nomination Criteria The primary criteria to be considered when nominating individuals or teams for a BRAVO Award are the Allstate Values and Principles, which are a part of Our Shared Vision. Nominees must have exhibited one or more of the values and achieved at least one of the principles to be considered for a BRAVO Award. How To Nominate All BRAVO Award nominations must be submitted by completing an on-line nomination form. The nomination form must be submitted via e-mail to the recognition coordinator in the nominee’s area of responsibility (AOR). If you are unsure of the nominee's AOR, please ask your manager. For example, if you are in the Product AOR and nominate someone in AF RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 6 Technology, you would e-mail the completed form to the Technology AOR recognition coordinator. Selection Process The AOR recognition committee has the responsibility of reviewing and rendering a decision on each nomination. Only nominees with performance rating of “Fair” or above will be considered for BRAVO Awards. If the nominee is determined ineligible, the nomination is not considered further. The nominator is informed of the committee’s decision. For eligible nominees, the AOR recognition committee will review and discuss the nomination to ensure the specified award criteria are met and make a decision accordingly. Upon approval, the nominator and the winner’s manager are notified. If the nomination is not approved, the nominator is notified of the committee’s decision. Award Presentation Ceremonies to present the winner’s award vary by AOR. Examples include celebration at the AOR quarterly communication meeting, division or team meetings. An electronic request is also submitted to the BRAVO mailbox to post the winners’ names to the BRAVO Recognition website. Communication The BRAVO Award winners are announced to Allstate Financial employees through the following communication vehicles: Allstate Financial BRAVO Recognition website (see Exhibit 5 - AF BRAVO Recognition Website - Look Who's Being Recognized) AOR-specific, e.g. newsletters, websites, recognition bulletin boards, department meetings Award Memento Monetary Reward Certificate Individual: $250 (gross) cash or choice of item with equivalent value Award name plate (blue Team: same as individual with $1,000 cap. If 2-3 team or silver) members, cap is $250 each; if 4+, $1,000 is divided equally between all team members. President’s Award (see Exhibit 2 - Formal recognition – AF BRAVO Recognition Website – President’s Award) The highest form of recognition within Allstate Financial is the President’s Award. Recipients must have previously received a BRAVO Award. Only individuals are eligible to receive RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 7 President’s Award recognition. Team BRAVO Award recipients are not eligible for the President’s Award. Eligibility Criteria Only nominees who have previously received a BRAVO Award are eligible for the President’s Award. Potential President’s Award recipients must have demonstrated a minimum of two Allstate Financial Values and achieved at least two Allstate Financial Principles. Selection Process On a quarterly basis, BRAVO Award nominations approved during the current quarter are forwarded to the Allstate Financial Corporate Recognition Team. The corporate team is made up of representatives across all Allstate Financial AORs and locations. The team meets to select the winners for the quarter. Prior to the meeting, each team member reviews the eligible nominations, which are stored in a shared repository for easy access, and make their selections based on the specified award criteria. Each team member comes to the meeting prepared to cast their votes, generally four votes, for their selected nominees. Generally, there are four President’s Award winners. However, the corporate team has the authority to award fewer or more awards based on the results of the voting and group consensus. After the President’s Award winners are chosen, the corporate recognition team leader does the following: 1. Identify team members to notify the award winner’s manager to communicate to their employee that they’ve won the award and determine the award selection (either cash or Premier Choice award). 2. Send a summary email to the AF Corporate Recognition Team listing the award winners, their managers’ names, the team member responsible for contacting the manager, and the information that is to be relayed to the manager (which encompasses the timeframe for getting the information back to the team the leader). 3. Send an email to the AF Corporate Recognition Team with voting tally. 4. Complete and submit payment requisition forms for each award winner based on their award selection. Award Presentation See “Communication” directly below. Communication The President’s Award winners are announced to Allstate Financial employees through the following communication vehicles: Allstate Financial website RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 8 Allstate Financial BRAVO Recognition website (see Exhibit 2 – Formal Recognition – President’s Award; Exhibit 5 - AF BRAVO Recognition Website - Look Who's Being Recognized; Exhibit 6 - President's Award Winner's Video) Allstate Financial TV monitors Allstate Financial marquees AOR-specific, e.g. newsletters, websites, recognition bulletin boards, department meetings Award Memento Monetary Reward Certificate Individual: $250 (gross) cash or choice of item with equivalent value Award name plate (blue or silver) Award name plate (gold); Letter from President of Allstate Financial Framed photo with Individual only: $1,000 (gross) cash or choice of item Allstate Financial President or Officer with equivalent value Video on DVD (see Exhibit 6 - President's Award Winner's Video) Copy of nomination Team: same as individual with $1,000 cap. If 2-3 team members, cap is $250 each; if 4+, $1,000 is divided equally between all team members 3. Provide examples of documented procedures for the following: a) Process for identifying and recognizing day-to-day positive behaviors Please refer to Question 2 above. b) Nomination, selection criteria, notification, and tracking procedures Please refer to Question 2 above. c) Award selection Please refer to Question 2 above. 4. Describe the overall recognition program objectives and how they align with the recognition strategy. The overall recognition program objectives align with the recognition strategy by providing a means to reward, recognize and celebrate people for their accomplishments, which are the commitments to every Allstate employee as documented in Our Shared Vision and the Allstate Partnership. BRAVO Card Program Objectives: RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 9 a. Make saying thank you easy. b. Enable day-to-day, personal, specific and timely acknowledgement of employees, across all levels and all areas of responsibility. BRAVO Award Program Objective: Offer a formalized avenue to recognize employees for their accomplishments and for delivering results in a manner consistent with our values. 5. Describe how the organization builds continuous improvement into its recognition programs. The AF BRAVO recognition program is reviewed on an annual basis to ensure alignment to strategic initiatives and overall company direction. At the beginning of each year, subcommittees are formed within the Allstate Financial Corporate Recognition team to brainstorm ideas to enhance existing programs and suggest new programs. Additionally, employee feedback is considered and incorporated into the program on an on-going basis and as appropriate. Employee feedback comes from submissions to the BRAVO mailbox, recognition team members who share comments and ideas on behalf of their peers, and the annual company measurement survey. Standard 2. Management Responsibility. 1. Describe senior management’s role in defining and documenting the organization’s recognition strategy and policies. It is clear to see that senior management is invested in recognizing our employees as evidenced in the company’s vision and partnership statements. Specific to the recognition strategy and policies, senior management has allocated human resources who work within broad parameters to keep recognition alive in Allstate Financial. 2. Describe how senior management has identified and allocated adequate resources to manage and maintain the recognition program. Describe these general roles and responsibilities. Senior management identified human resources to manage and maintain recognition programs and events based on several factors: Indicated interest in recognition: Senior management understands that implementing a recognition program requires participation by employees who are motivated to provide recognition. Previous receipt of recognition: Another aspect senior management considers in identifying resources is their having already experienced the power and value of recognition. This often comes from having previously received recognition. Ability to participate in recognition activities: Senior management understands there is a time commitment required to participate in recognition. In addition to personnel, senior management has identified and allocated adequate financial resources needed to carry out the recognition programs and events. General roles are defined as follows: Corporate Recognition Team Leader: Program Management – time commitment: 3 hours monthly Ensures ongoing recognition programs are carried out as designed Leads discussions on new recognition program ideas; works with team and Executive Sponsor to decide on new programs to implement for the year RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 10 Ensures and encourages all team members to actively participate in recognition programs Team Meetings – time commitment: 6 hours monthly Schedules bi-weekly meeting appointment for the year Reserves meeting room for the year Creates meeting agenda and distributes to team prior to meeting Facilitates team meeting Captures meeting minutes, action items (including owners and due dates) and distributes to the team Communications – time commitment: 2 hours quarterly Informs Executive Sponsor of all recognition programs and events Reviews and approves all communications sent to AF or posted to the BRAVO website; obtains Executive Sponsor approval as needed Communicates (via email or face-to-face) recognition program updates and metrics to the AF Executive Committee Reporting – time commitment: 4 hours quarterly Creates quarterly report providing updates on recognition programs, metrics and expenses Expense Management – time commitment: 4 hours in January to prepare & obtain annual budget plan approval; 1 hour monthly Prepares annual budget plan and submits to Finance representative for approval Approves all expenditures; submits to expense representative for payment Tracks actual expenditures and tracks against the budget plan Performance Management - time commitment: approx 1.5 hours each annually (varies based on the number of team members) At the end of the year, prepare a narrative describing the team members’ contributions based on the documented performance standards Recognition Program(s) - time commitment: varies depending on subcommittee Actively participates in recognition program(s) and events. Program Manager is expected to participate on one or more subcommittees responsible for carrying out recognition programs. Corporate Recognition Team Member: Team Meetings – time commitment: 2 hours monthly Attends and actively participates in bi-weekly team meetings Recognition Program(s) - time commitment: varies depending on subcommittee Actively participates in recognition program(s) and events. Each team member is expected to participate on one or more subcommittees responsible for carrying out recognition programs. “Area of Responsibility” (AOR) Recognition Team Leader Program Delivery – time commitment: 2 hours weekly Receive and process Area of Responsibility-level recognition nominations Manage the recognition process through to delivery completion of the award Participate in the quarterly review of received nominations for corporate level recognition Team Meetings – time commitment: 2 hours monthly Attends bi-weekly meetings throughout the year RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 11 Participates in team meetings Communications – time commitment: 2 hours quarterly Leads and/or participates in on-going Area Of Responsibility communications (via, Leadership meetings, communication meetings, email or other face-to-face) Expense Management – time commitment: 1 hour monthly Receives confirmation of annual budget plan Approves all expenditures; submits to expense representative for payment Tracks actual expenditures and tracks against the budget plan Recognition Program(s) - time commitment: varies depending on subcommittee Actively participates in recognition program(s) and events. AOR Recognition Team Leader is expected to participate on one or more subcommittees responsible for carrying out recognition programs Actively participate in special recognition events and programs as they are conducted, e.g. Allstate’s Sugar Bowl recognition promotion. “Area of Responsibility” Recognition Team Member Program Delivery – time commitment 2 hours weekly Receive and review recognition nominations from within the AOR Provide input and feedback regarding the recognition program based on feedback provided to them as members of the committee 3. Give examples on how recognition is part of management reviews and agendas. Describe how senior management holds managers responsible for constructively participating in recognition. Each quarter, Allstate Financial senior management produces a measurement dashboard containing Key Performance Indicators Management sets and manages the annual budget for recognition program activities Periodic presentations are given to AF Executive Committee (via email or face-to-face). These presentations provide recognition program updates and metrics. Within an Area of Responsibility, each company-level award given is first sent to management for their awareness. Within Allstate Financial, managers are considered leaders within the company. As leaders, they are assigned Organizational Success Factors. 4. Describe how senior management supports the recognition program, communicates their support to all employees, and is personally involved in the program. In addition to aligning recognition to the corporate vision and allocating human and financial resources to carry out recognition programs, senior management support and involvement includes the following: Including employee recognition results for the quarter in the AOR Quarterly Communication Meeting (QCM) Recognizing employees who have received corporate level awards over the last quarter. Also, upon request, senior management participates in recognition events, e.g. cake serving at AF’s 50th Anniversary Celebration and attendance at the semi-annual Milestone Anniversary Luncheon. RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 12 5. Describe how senior management periodically reviews the recognition programs to determine effectiveness. On an annual basis, the recognition budget is reviewed for appropriate funding. On a quarterly basis, recognition metrics are reviewed and evaluated, as well as, status on recognition programs and events, accomplishments for the past quarter and plans for the remaining quarters. Also on an annual basis, Allstate’s corporate wide assessment of employee perception of recognition (referred to as “QLMS survey”) measures employee satisfaction with recognition. Standard 3. Recognition Program Measurement. 1. Describe how your recognition program results are linked to recognition strategy and program objectives and then measured for effectiveness. The measures should be statistically valid and substantive in nature. (Examples could be nominations per communications dollar, level of participation in programs, productivity increase per recognition dollar, and employee feedback through surveys, etc.) Be sure to include at least one year of data. As stated in Standard 1 of this entry, the AF BRAVO Recognition Program directly supports the Allstate Shared Vision and Allstate Partnership. For specific objectives, please refer to Standard 4 above. Quality Leadership Measurement System (QLMS) Annual Employee Survey Survey Question: Other than pay, I’m recognized for my accomplishments. 2007 Total Company: 79% 2007 Allstate Financial: 68% 2006 Allstate Financial: 69% BRAVO Card Program Year BRAVO Cards Given % increase 2005 6,519 n/a 2006 8,669 33% 2007 9,383 8% 2008 (through Q3) 7,769 n/a BRAVO Award Program Year BRAVO Awards 2007 129 2008 (through Q3) 144 President’s Award Program Year President’s Award RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 13 Nominations 2007 34 2008 (through Q3) 64 2. Describe how the organization documents employee and manager participation in recognition programs and include at least one year of participation data. Please refer to program tracking charts above. Allstate Financial does not differentiate between manager and employee participation in programs as AF leadership believes recognition should be given by employees at all levels to employees at all levels. 3. Describe employee and manager satisfaction ratings with the organization’s recognition programs. Explain how employee satisfaction was measured. Include at least one year of data and/or a summary report. Please refer to QLMS data provided above. Standard 4. Communication Plan. 1. Describe the organization’s overall strategic recognition communication plan, its goals and programs. Include specific information about branding, methods, frequency and content of communications. Overall Strategic Recognition Communication Plan/Goals Goal: To provide ongoing awareness communications and recognition education to Allstate Financial employees regarding the BRAVO (Bringing Recognition to Allstate Financial through Values and Our Shared Vision) Recognition Program on a daily, monthly and quarterly basis. BRAVO communications help to recognize those employees who display the values and behaviors identified as essential to our success. Branding/Methods/Frequency/Content of Communications The BRAVO program is designed to support employees as they build a culture of recognition where saying “thank you” is a day-to-day norm. BRAVO Logo – updated in 2007…recognized throughout Allstate Financial as the “symbol” for recognition. RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 14 BRAVO card – The BRAVO Card program makes it easy to recognize employees across all areas of responsibility on a daily basis and encourages peer-to-peer recognition. The BRAVO Card program makes saying thank you easy! BRAVO cards enable day-to-day, personal, specific and timely acknowledgement of employees, across all levels and all areas of responsibility. BRAVO Award/BRAVO Team Award - Winners are recognized and communicated via the BRAVO Recognition website, local AOR meetings and newsletters. President’s Award – The quarterly President's Award winners will be announced to all Allstate Financial employees via The eXchange (The Allstate Financial resource for Allstate Financial news), and videos featuring each winner are present on the BRAVO home page where one can click on a photo to read the winner nominations. (see Exhibit 4 - President's Award Winner's Video) 2. Describe any tools or media used to communicate the recognition program (examples include internet and intranet, presentation or trainings, bulletin boards, posters, video, CD, email, literature, telephony, etc.) Communication Tools/Media: The BRAVO Recognition website – The Intranet (see Exhibits 1- 6) Allstate Financial BRAVO Recognition e-mailbox – Source of all leadership communications, in addition to a variety of BRAVO specific communications, to Allstate Financial employees via e-mail. Examples include: BRAVO Card Drive Employee Appreciation Day Semi-annual Milestone Anniversary Luncheon information Allstate Financial Executive Committee Meeting – Periodic presentation of recognition metrics and recognition awareness of current activities provided to the Allstate Financial Executive Committee by AF Corporate Recognition Team Leader and Executive Sponsor. Bi-weekly Allstate Financial Corporate Recognition Team Meeting – Agenda and meeting minutes maintained and shared with Allstate Financial Corporate Recognition team members. RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 15 Recognition Expo for Leaders – Recognition education training for leaders provided at all locations at least once a year. Literature on BRAVO program in addition to recognition tools and tips provided to attendees. Communication Center Bulletin Board Posters – Recognition event awareness such as BRAVO program and other special events posted at all Allstate Financial locations including: Vernon Hills, IL; Jacksonville, FL; Northbrook, IL and two in Lincoln, Nebraska. BRAVO Card box inserts – Promotional collateral posted at BRAVO card stub drop-off boxes. Standard 5. Recognition Training. 1. Describe the organization’s overall recognition training strategy for managers and employees and its role in the organization’s recognition strategy. Describe how the organization has committed resources to the training. Include examples of training curriculum, literature, materials, videos, etc. Allstate Financial leverages a variety of different training vehicles to educate employees about recognition. In addition to the recognition tips/topics/instructions available to all employees on the AF BRAVO Recognition website, Allstate Financial is committed to continuous promotion of recognition as a key part of the company culture. For example, in late 2006, all employees learned about recognition via a video produced in-house entitled “Recognition Rejuvenator”. Further, formal training to managers was delivered via a presentation to inform managers of the importance of recognition and the myths and truths of recognition and to explain the options available to them for recognition within Allstate Financial. The presentation was supplemented with handouts which included a Recognition Rating Test, 25 Ways to Say “Thank You”, 21 Ways to Say “Well Done”, Tell us about you!, the Allstate Financial Values and Principles of Operational Excellence, Quotes for Recognition and BRAVO cards. 2. Give examples on how the recognition training has met its objectives, how it has been effective, and the results achieved. Standard 6. Recognition Events and Celebrations. 1. Describe the process for celebration, event planning, and/or award ceremonies to recognize employees. Primary recognition of a BRAVO Award winner happens at the AOR level. The winner’s manager and the nominator are encouraged to plan a department celebration of their choice (i.e., food, balloons, etc.) to surprise the award winner with a BRAVO nameplate, a certificate and a copy of the nomination. The celebration can be a stand-up meeting or incorporated into a regular department meeting. Some areas list all quarterly winners in an email and distribute the email message to wide audience. Other areas also include full nominations as a regular feature RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 16 in weekly all-employee e-newsletters. Quarterly President’s Award winners are featured in individual videos on the BRAVO Recognition website; an employee communication announces the winners and links everyone to the site to view the recognition video. In addition to BRAVO and President’s Award celebrations, AF sponsors supported desktop deliveries of memorabilia with the BRAVO program logo and messages such as “You Are Appreciated” or “Thanks for All You Do”. Further, the Corporate Recognition team has held lunch-hour promotions of the BRAVO program. 2. Describe how the organization has assigned responsibility for event planning and implementation. The Area of Responsibility Recognition Committee Member is responsible for working with the BRAVO Award winner’s manager and nominator to ensure the winner is celebrated and recognized within their area in a timely fashion after award approval. The same is true for the President’s Award winners. Managers and nominators are equipped with the recognition items that go with each award. 3. Describe how the events demonstrate creativity, management involvement, and include any event documentation – including photos, newsletter stories, etc. Managers are involved in the celebration planning as they know best how their employee would like to be recognized and can ensure the recognition is consistent for all winners in their area. Managers are encouraged to buy a “Congrats” helium balloon to present with the award materials. In one location, the manager submits a “congratulations” note from the department to include in the weekly e-newsletter going to all employees. Here is a sample: CONTACT CENTER LEADERSHIP TEAM We congratulate Susie Queue on recently receiving a BRAVO recognition award! Susie worked over the last year to deliver the new 100% Call Recording project. This project is helping us obtain actionable insights into our calls to improve the caller and employee experience. Standard 7. Program Change and Flexibility. 1. Describe the regular process to review and evaluate recognition program elements and change them as needed to promote the organization’s goals and values. Between December and January, the Corporate Recognition team performs a high level review of current programs to determine what continues/discontinues and generate ideas for new programs/events for the upcoming year. As events occur, program evaluations are conducted by the respective program subcommittee responsible for hosting the event. The intent of the evaluation is to discuss and document what worked/didn’t work and identify lessons learned. The program evaluation has proven to be very beneficial through application of lessons learned to improve events. Other subcommittees regularly take advantage of the lessons learned and apply as appropriate. 2. Describe how the organization has adjusted recognition to meet the diverse needs of individuals and teams. Please describe the process, any significant changes that have been made, the reasons for the changes, and how the changes have affected the programs. RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 17 Allstate Financial’s diversity in workforce locations has created a need to make recognition “tools” available to all employees in Illinois, Nebraska, Florida, at home, etc. The BRAVO e-mail box and recognition team members, who represent all the Allstate Financial Areas of Responsibility, are the primary sources for gathering valuable employee feedback. The feedback received via the BRAVO email box are given directly to recognition team members is discussed during bi-weekly recognition team meetings and consensus is reached on how to respond/act on feedback. One example of incorporating employee feedback follows… The BRAVO Card Program began with using a physical card to give recognition. Positive feedback received on the physical card included such statements as “consistent way to recognize”, “BRAVO cards can be displayed”, “it’s visible”. Feedback for improving the BRAVO card program centered on the ability to give a BRAVO card to a team, more visibility for the person(s) being recognized and the need to provide timely BRAVO card thank yous to employees in other locations and remote workers. To address this feedback, two solutions were made available to employees: 1) a soft copy BRAVO card was created that can be emailed and 2) the BRAVO logo was made available via the recognition website to download for recognition purposes. A third solution to address the improvement feedback is a web-based BRAVO card, which is currently in development and will be launched in first quarter 2009. The outcome of implementing these suggestions is an increase in employee recognition. By providing easy and multiple ways to give day-to-day recognition, people are using the recognition tools. On the downside, the number of BRAVO “cards” given via email is not captured in the recognition metrics. The team considered this drawback and quickly came to the conclusion that providing solutions to employee feedback would increase recognition, which was more important than the ability to track the number of cards given. With the web-based BRAVO card to be launched early 2009, there is a built-in counter which will resolve the tracking issue. Is there additional information about the recognition program that would be helpful for us to consider? * * * * * * * * * * * * * * * * * * * * * * Nomination Deadline: Completed Nomination Forms with application fee must be postmarked by December 1, 2008: RPI Best Practice Committee 1601 N. Bond Street, Suite 303 Naperville, IL 60563 Christi@recognition.org If you have any questions about the Best Practice Program or the nomination process, please contact RPI Headquarters at 630-369-7783 or Christi@recognition.org. RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 18 RPI Best Practice 2009 Nomination Form Deadline for Entries: December 1, 2008 Page 19 2007 RPI Best Practice Application Fee Form Company Name: ALLSTATE FINANCIAL Address: 3100 SANDERS ROAD City, State, Zip Code: NORTHBROOK, IL 60062 Contact Name: BEVERLY J. EDWARDS Telephone: 847-402-2725 Fax: 847-402-5081 Email: Beverly.edwards@allstate.com RPI 2008 Best Practice Application Fee Check the appropriate fee box. RPI Member Company $ 150.00 Non-Member Applicant (Includes 1 year RPI membership) $ 400.00 √ Check enclosed PAYMENT METHOD Total Payment: $400 √ Charge $400 to MasterCard Visa American Express. Discover Card Credit Card # Expiration Date_________ Signature Please make check payable to RPI (U.S. dollars) or pay by credit card RETURN Mail THIS PAYMENT FORM with Best Practice Application TO: RPI 1601 NORTH BOND STREET, SUITE 303 NAPERVILLE, IL 60563 Payments or contributions to RPI are not deductible as charitable contributions for Federal Income Tax purposes. Payments may be deductible as a business expense to the extent allowable by law. If in doubt, please consult your attorney and/or tax advisor. Thank you for your support of Recognition Professionals International (RPI)