Mercy ehrler-portfolio

Personal Details
Mercy Ehrler
e-mail: mercy@advanceddesign-online.com
cell: 630.306.1082
web: www.advanceddesign-online.com
AdVanced Design & Communications
Marketing Communications Partner
Smith Bucklin & Associates
Marketing Communications Manager
International Reprographic Association
Editor-In-Chief
Masters of Arts | Communications
Illinois State University
Bachelor of Arts | Communications
Illinois State University
Marketing planning, art direction, graphic design, project
management, copy writing, web development and design,
brand development and implementation, social media inte-
gration, print collateral design and development
Adobe Creative Suite, Dreamweaver, Fireworks, CMS, CSS,
HTML, Microsoft Office Suite
PROFESSIONAL
TIMELINE
1995 - Present
1993 - 1995
1988 - 1993
EDUCATION
1988
1986
AREAS OF
EXPERTISE
TECHNICAL
KNOWLEDGEMercy Ehrler Portfolio | 2

Mercy Ehrler Portfolio | 8
Membership
Brochure
CLIENT:
Dietary Managers Association
SERVICES:
• Art direction
• Layout and design
• Copy editing
DIETARY MANAGERS
A S S O C I A T I O N
Join UsJoin the premier professional
organization for dietary managers.
We’re here to serve you.
LEARN.
DISCOVER.
LEAD.
Members Say…
D I E T A R Y M A N A G E R S A S S O C I A T I O N
“Membership in DMA has benefited the facility where I work by continually keeping me
up-to-date with regulations and sanitation issues. I also belong to DMA because it is fun.
I’ve made many friends who I would otherwise not have met, and found opportunities to
volunteer, travel, and speak to various groups as a part of this wonderful organization.”
— Sue Wilkins, CDM, CFPP | Certified Dietary Manager, Sac-Osage Hospital, Osceola, MO
“Being an active member of Dietary Managers Association has given me a tremendous
opportunity to sharpen my leadership skills and enhance my knowledge through continuing
education. Membership in Dietary Managers Association has added to my experience and
truly helped me attain my goals in my career.”
— Tom Thaman, CDM, CFPP
Foodservice Director, Wishard Health Services, Indianapolis, IN
“DMA has helped me grow both personally and profession-
ally. It has opened doors for me.”
— Yvonne Foyt, CDM, CFPP
Certified Dietary Manager, Parkside Lutheran Nursing Home,
Lisbon, ND
“We belong to a credible organization
that can provide a wealth of information
at our fingertips.”
— DMA Member Survey Respondent
Connect With:
When you join Dietary Managers Association (DMA) you will be teaming
up with more than 14,000 professionals dedicated to providing optimum
nutritional care through foodservice management…professionals working
in health care, schools, corrections, and other foodservice settings
nationwide.
DMA DELIVERS FOR YOU!
A COMMUNITY OF PROFESSIONALS
Connect to thousands of career-focused individuals who, like you, seek to excel in their work, in their communities,
and in their lives. Networking and opportunities to exchange ideas with your peers may become one of the most
valuable benefits of your membership.
Local Connections:
Chapters: State chapters are a vital component of DMA, offering members local benefits including
educational programs, networking opportunities, and connections to professional growth…even jobs!
National Connections:
Meetings & Expo: DMA’s national and regional meetings provide valuable relationship-building and
knowledge-sharing opportunities for all members. They offer unparalleled experiences you won’t
want to miss!
e-News: As a DMA member, you’ll also receive DMA e-News 12 times per year. This e-mail newsletter
is packed with timely news and information on trends in the industry.
Social Networking: DMA members across the country connect through social networking on
Facebook, Twitter and LinkedIn.
Advocacy—The Voice for DMA Members: The government advocacy efforts of DMA support the
expertise and regulatory recognition of Certified Dietary Managers.
Global Connections:
Beyond the local and national network, DMA members are also members of Healthcare Caterers
International (HCI), a global alliance of membership associations representing foodservice managers
(“caterers,” as they are called in other parts of the world) in healthcare industries.
“DMA has helped me to do things I never thought possible. The
networking is priceless and leads to enduring friendships. I can’t
imagine life without DMA.”
— Debra Dawson, CDM, CFPP | DMA Past Chair of the Board

Corporate Partner
Program Guide
CLIENT:
Association of Nutrition &
Foodservice Professionals
SERVICES:
• Art direction
C O R P O R AT E PA R T N E R M E M B E R S H I P
M A R K E T A D VA N TA G E P R O G R A M
N U T R I T I O N & F O O D S E R V I C E E D G E ™ M A G A Z I N E
N AT I O N A L & R E G I O N A L E X H I B I T S
S P O N S O R S H I P S
O N L I N E A D V E R T I S I N G O P P O R T u N I T I E S
C O N N E C T W I T H Y O u R C u S T O M E R S .
2013 CORPORAT E PARTNE R PROG RAM
YOUR GUIDE TO MEMBERSHIP, ADVERTISING, EXHIBITS AND SPONSORSHIP
®
3
ANFP2013CorporatePartnerProgram
Product/
Service
raw foods paper
supplies &
disposables
janitorial
supplies
supplements glassware,
china,
dinnerware
tray &
re-therm
systems
Average
Annual Budget
$433,574 $27,408 $23,523 $22,687 $20,861 $11,862
Buying Power 82% 79% 60% 67% 70% 44%
BUYING dECISIONS OF ANFP MEMBERS
Data for graphs compiled from Readex Readership & Buying Power Study, March 2011.
THE ANFP MARKET AdVANTAGE
We give you access to:
 Key markets, including nursing homes, senior-living centers,
and hospitals
 Tightly targeted audiences, focused on foodservice,
nutrition, food preparation and quality control
 Workplace decision-makers, with substantial buying power
ANFP offers many ways to connect — from
advertising in our popular magazine to exhibit space
at our meetings. Our Market Advantage program
allows you to customize your advertising and
promotional efforts for even more targeted results.
Call us to learn more! 800-323-1908.
ANFP MEMBERS CONTROL $8.4 BILLION IN ANNUAL ExPENdITURES
on a variety of products and services. They are the decision-makers you want to reach
in healthcare and other non-commercial foodservice operations.
Visit www.ANFPonline.org
“As long time partners of ANFP we recognize the value of this market segment
and the key role the members of ANFP play in deciding the products and services
their facility will purchase. ANFP provides an excellent path to the inﬂuencers and
decision-makers in this growing market.”
Debbie Witt, Aladdin Temp-Rite
ANFP MEMBERS ARE
dECISION-MAKERS.
$8.4 BILLION
2
ANFP2013CorporatePartnerProgram
EMPLOYMENT SETTING
ANFP MEMBERS: A SNAPSHOT
ANFP IS THE NATION’S LEAdING ORGANIzATION of over 14,500 professionals trained in the
management of nutrition and foodservice programs. The vast majority of ANFP members are Certified Dietary
Managers (CDM, CFPPs) — your targeted buyers in the non-commercial nutrition and foodservice market. They
manage substantial food and supplies budgets for long-term care and senior-living facilities, hospitals, cor-
rectional centers, schools and other institutions that serve large numbers of clients.
Assisted Living/CCRC/Retirement
Hospital
Nursing Home/LTC 53%
21%
11%
School 3%
Correctional Facility 1%
Other 11%
PRIMARY AREA OF RESPONSIBILITY
L E T ANFP D E L I V E R YO u R M E S S A G E !
Also Responsible for: Safety 53% Risk Management 23% Environmental Services 16%
Catering 1%
Foodservice management 69%
Patient services 5%
Nutrition management 17%
Food preparation/quality control 7%

Strategic
Accounts
Brochure
CLIENT:
Communications Supply Company
SERVICES:
• Art direction
AboutUs
World Class, Customized
Solutions That Fit Your
Business…Not Ours
Solutions
Flex
Solutions
Flex
Solutions
Flex
Solutions
Flex
Founded in 1972, Communications Supply Corporation (CSC), a
subsidiary of WESCO International Inc. (NYSE: WCC) distributes a full
range of data communications and security products and services.
Together, CSC and WESCO form the largest data communications,
security and electrical network in North America, with 400 full-service
branches, an international network designed to scale and annual
sales of over $6 billion.
At CSC, we focus on one thing: servicing our customers. Our people,
passion and expertise allow us to understand your organization’s
needs and deliver best-in-class products and services. It’s this
guiding principle that has led us to become the fastest growing data
communications and security products distributor in North America
today.
CSC and WESCO
SOLUTIONS
SUITE
CSC’S CUSTOMIZED
World-Class Solutions That Fit
Your Business…Not Ours
When was the last time your distribution partner tried to
shoehorn you into their specific process, their mode of doing
business, their way? At CSC, we understand that every
customer is unique, and that it’s not practical to expect your
organization to fit into a cookie-cutter way of doing business.
We passionately believe that our joint success is dependent
upon our ability to understand your needs, allowing us to
deliver customized, scalable, world-class solutions. CSC
Flex Solutions, delivered by the Strategic Accounts Team, are
designed to do exactly that.
World-Class Strategic Accounts Team
Each CSC Strategic Account Manager has been hand-picked
with a proven track-record of creating customized, scalable,
flexible solutions for large organizations. They have an average
of 20 years industry experience and knowledge—plus they
are backed by an extensive support team that allows them
to leverage experts from multiple disciplines to ensure your
success.DealingwithoneofourStrategicAccountManagersis
like adding an expert to your team dedicated to your company’s
long-term growth and profitability.
Your CSC Flex Solution begins by understanding your process,
your mode of doing business, your way. Each engagement
with a Strategic Account Manager is focused on learning and
actively experiencing your business. By doing so, they can
craft a plan that is tailor-made to your organization. From
manufacturer selection to contractor recommendations, your
CSC Strategic Account Manager comes equipped with the
industry’s largest array of customization options, backed by
the vast resources of the CSC/WESCO network.
World-Class Distribution Network
The CSC/WESCO network has been built with large, complex
organizations in mind. Need product from coast-to-coast? Not
a problem. Considering a multi-site deployment that needs
product sourced from multiple manufacturers? Consider it
done. Planning a network upgrade that will affect your entire
business? We’ll make it seamless. CSC/WESCO’s World-Class
Distribution Network is at the core of CSC Flex Solutions,
ensuring that every project is delivered on-time and on-
budget.
CSC Flex Solutions provide you with:
• 400 North American locations that house exactly what you
need, when you need it
• 300 Manufacturer Partners that provide state-of-the-art
data communications and security products
• Traditional Distribution Services, like kitting and labeling,
that speed up rollouts and reduce costs
• Lean Customer Value Creation Services (LCVC), like recycling
and power audits, that improve operational efficiencies
CSC Flex Solutions provides options, which in turn, get you the
results you’re looking for.
CSC Flex Solutions are offered to a very select group
of customers. This small, select group of customers
is identified based on overall organization size,
current network needs, and future network growth
projections. By receiving this brochure, you have been
identified as a qualifying organization, granting you a
dedicated Strategic Account Manager and the extensive
capabilities of CSC’s Flex Solutions.
SERVICES & SOLUTIONS
WORLD-CLASS SOLUTIONS FOR
WORLD-CLASS ORGANIZATIONS
Solutions
Flex
Solutions
Flex
Solutions
Flex
Solutions
Flex
Services
• 24/7 Customer Service and
Support
• eBusiness Solutions
• Rapid Return Program
• Expedited Product Sourcing
• Feed-the-Job Delivery
• Project Staging
• Kitting and Labeling
• Strategic Sourcing and Supplier
Selection
• Flexible Financing
• Technology Training and
Education
• Custom and Consolidated
Reporting
• Job Trailers
• Energy and Power Audits
• Recycling Services
• Integrated Supply
Solutions
• Network Cabling and Connectivity
• Network Cabinets and Racks
• Data Center Products and
Solutions
• Networking Electronics and
Wireless
• Low Voltage Cabling
• Security Solutions
• Sound and Paging
• Video Surveillance
• Notification
• Professional Audio/Visual
• Access Control
• Power, Cooling and Monitoring
• Power over Ethernet
• Test Equipment
• Outside Plant Solutions
• Smart Grid Solutions
• FTTx (fiber to the home or
business)
SOLUTIONS
SUITE
CSC’S CUSTOMIZED
World-Class Solutions That Fit
Your Business…Not Ours
When was the last time your distribution partner tried to
shoehorn you into their specific process, their mode of doing
business, their way? At CSC, we understand that every
customer is unique, and that it’s not practical to expect your
organization to fit into a cookie-cutter way of doing business.
We passionately believe that our joint success is dependent
upon our ability to understand your needs, allowing us to
deliver customized, scalable, world-class solutions. CSC
Flex Solutions, delivered by the Strategic Accounts Team, are
designed to do exactly that.
World-Class Strategic Accounts Team
Each CSC Strategic Account Manager has been hand-picked
with a proven track-record of creating customized, scalable,
flexible solutions for large organizations. They have an average
of 20 years industry experience and knowledge—plus they
are backed by an extensive support team that allows them
to leverage experts from multiple disciplines to ensure your
success.DealingwithoneofourStrategicAccountManagersis
like adding an expert to your team dedicated to your company’s
long-term growth and profitability.
Your CSC Flex Solution begins by understanding your process,
your mode of doing business, your way. Each engagement
with a Strategic Account Manager is focused on learning and
actively experiencing your business. By doing so, they can
craft a plan that is tailor-made to your organization. From
manufacturer selection to contractor recommendations, your
CSC Strategic Account Manager comes equipped with the
industry’s largest array of customization options, backed by
the vast resources of the CSC/WESCO network.
World-Class Distribution Network
The CSC/WESCO network has been built with large, complex
organizations in mind. Need product from coast-to-coast? Not
a problem. Considering a multi-site deployment that needs
product sourced from multiple manufacturers? Consider it
done. Planning a network upgrade that will affect your entire
business? We’ll make it seamless. CSC/WESCO’s World-Class
Distribution Network is at the core of CSC Flex Solutions,
ensuring that every project is delivered on-time and on-
budget.
CSC Flex Solutions provide you with:
• 400 North American locations that house exactly what you
need, when you need it
• 300 Manufacturer Partners that provide state-of-the-art
data communications and security products
• Traditional Distribution Services, like kitting and labeling,
that speed up rollouts and reduce costs
• Lean Customer Value Creation Services (LCVC), like recycling
and power audits, that improve operational efficiencies
CSC Flex Solutions provides options, which in turn, get you the
results you’re looking for.
CSC Flex Solutions are offered to a very select group
of customers. This small, select group of customers
is identified based on overall organization size,
current network needs, and future network growth
projections. By receiving this brochure, you have been
identified as a qualifying organization, granting you a
dedicated Strategic Account Manager and the extensive
capabilities of CSC’s Flex Solutions.
SERVICES & SOLUTIONS
WORLD-CLASS SOLUTIONS FOR
WORLD-CLASS ORGANIZATIONS
Solutions
Flex
Solutions
Flex
Solutions
Flex
Solutions
Flex
Services
• 24/7 Customer Service and
Support
• eBusiness Solutions
• Rapid Return Program
• Expedited Product Sourcing
• Feed-the-Job Delivery
• Project Staging
• Kitting and Labeling
• Strategic Sourcing and Supplier
Selection
• Flexible Financing
• Technology Training and
Education
• Custom and Consolidated
Reporting
• Job Trailers
• Energy and Power Audits
• Recycling Services
• Integrated Supply
Solutions
• Network Cabling and Connectivity
• Network Cabinets and Racks
• Data Center Products and
Solutions
• Networking Electronics and
Wireless
• Low Voltage Cabling
• Security Solutions
• Sound and Paging
• Video Surveillance
• Notification
• Professional Audio/Visual
• Access Control
• Power, Cooling and Monitoring
• Power over Ethernet
• Test Equipment
• Outside Plant Solutions
• Smart Grid Solutions
• FTTx (fiber to the home or
business)

Product Sheet
CLIENT:
Communications Supply Company
SERVICES:
• Art direction
• Logo Development
ReelSimple Wire Installation
Reel
CSC’s new ReelSimple design makes pulling cable easier and faster. Take the
ReelSimple cable box to any job site and experience labor saving, timesaving,
hassle-free runs that take the pain out of the pull.
Durable Construction—Inside and Out
• The patented ReelTough Box features interior reinforcements for maximum endurance.
Watch the ReelTough Box stand its ground in tough conditions and deliver the best
ReelSimple performance.
• Solid reel construction delivers smoother, snag-free pulls—getting the job done faster
ReelTough is a part of a family of
quality ReelSimple products spe-
cifically designed for...Here you can
do a little cross selling of the other
ReelSimple products:
• ReelFast Puller
• ReelFlex Cart
ReelTough Box is made
of 70% recycled content.
Reel and box are 100%
recyclable.
Strong Ergonomic Handle
• Grab the RealTough Box with one
hand—reliable single-handle grab
design
• Easy to Carry—no strain, ergonomic
engineering
• Resists Tears—no more cable boxes rip-
ping loose when you pick them up
Build-in Tension Break for
Complete Cable Control
• Features three tension settings, so you
control your string speed.
• Reduces backlash, birdnesting, and
snags
• Set for zero tension for maximum cable
output
ReelTough.
ReelSimple.

Employee
Benefits Brochure
CLIENT:
Equity Residential
SERVICES:
El folleto en Espanol esta
disponible en ERNIE, la
página de Intranet de Equity.
Total
Wellbeing
2012 Benefits Summary
AchieveYour Optimal Balance
CAREER COMMUNITY FINANCIAL PHYSICAL SOCIAL
June 2012
TotalWellbeing
AchieveYour Optimal Balance
CAREER COMMUNITY FINANCIAL PHYSICAL SOCIAL
Equity Residential
Two North Riverside Plaza
Suite 400
Chicago, IL 60606-2609
June 2012
© 2012 Equity Residential
6
PhysicalWellbeing
Equity offers a comprehensive health care plan – so you can choose the coverage that is right for you and your family.
To enroll, call Health Benefit Systems (HBS) at 866-516-2090, toll free.
Health Care Plan
Eligibility
You are eligible for the Health Care Plan if you’re regularly scheduled to
work 32 or more hours per week (excluding temporary, seasonal and
leased employees). Family members eligible for enrollment include your
spouse, same-sex domestic partner, children, step-children, children of
domestic partners, and children under legal guardianship under the age
of 26 living with you; and your children and step-children or children of
domestic partners living with you under the age of 26.
Enrollment
New employees must complete Health Care enrollment within 31 days
of employment. If you do not enroll within 31 days of your hire date,
you must wait until the next annual enrollment period to enroll in the
plan, unless you have a qualifying change in status. (See “Changes
in Family Status.”) If you choose to enroll in the Health Care Plan,
the medical, dental and/or vision coverage you select begins on the
first day of the month following 30 days of employment. This is your
“Coverage Effective Date.”
Dependents You Can Cover
In addition to electing medical coverage for yourself, you can also
cover your:
• Spouse
• Children under the age of 26
• Step-children under the age of 26
• Children under legal guardianship
You will be asked to provide proof before your dependent/s can be added.
Children under legal guardianship are those under the age of 19 whose food,
housing, health care and other necessities are provided by a legal guardian:
an individual who has legal right by court appointment to be responsible for
the child’s welfare.
Beginning January 1, 2011 dependent children as defined above, will no
longer be required to be full-time students in order to be eligible to receive
Equity Residential health care benefits.
• Same-sex domestic partner
A same-sex domestic partner is an adult who lives with an Equity employee
of the same sex in an exclusive, committed relationship. Domestic partners
must have shared the same living quarters for at least 12 months and intend
to do so indefinitely. Also, they must be each other’s sole domestic partner
in a committed relationship intended to last indefinitely and share mutual
responsibility for each other’s common welfare and financial obligations.
Both partners must be at least 18 years old, not married to another person
nor engaged in another domestic partnership, and not related in any way
that prohibits legal marriage in their state.
• Same-sex domestic partner’s children under the age of 26
All employeesenrolling aspouse(including samesex) andchildrenfor
thefirst timewill berequiredto provideproofoftheir eligibility,e.g.,
marriageor civil unioncertificate,birthcertificateor legal guardianship
documentation.
To Enroll a Spouse or Same-Sex Domestic Partner
All employees enrolling a spouse/same-sex domestic partner for the
first time will be required to complete the Declaration of Marriage
or Domestic Partnership form. The completed form must be signed
and sent to a benefit specialist at Health Benefit Systems (HBS) before
processing your election. You can obtain the form through e-Docs on
ERNIE, Equity’s intranet, or you can request one from an HBS benefit
specialist at 866-516-2090. The enrollment will be marked as pending
until the form is completed and returned.
Beginning January 1, 2011, employees living in states that permit
same-sex marriage or civil unions must be legally married in order for
the employee’s spouse and, if applicable, the spouse’s child(ren), to be
eligible to receive Equity Residential health care benefits.
Tax Considerations
Equity will make up the cost of the additional federal taxes placed on
employees with same-sex domestic partner health coverage that is not
required for employees covering opposite-sex spouses.
Changes in Family Status
You cannot add, change or drop your medical, dental and/or vision
coverage during the year unless you have a qualified change in family
status. The IRS currently defines a change in status as:
• An event that changes your marital status, including marriage, the death
of your spouse, legal separation, divorce or annulment.
• The birth, adoption or placement for adoption of your child, or the death
of a dependent.
• The commencement or termination of employment by you, your spouse
or your eligible dependent.
• A reduction or increase in the hours of employment worked by you, your
spouse or another dependent, including a switch between part-time and
full-time employment, a strike or lockout, or the commencement or return
from an unpaid leave of absence.
• The commencement or termination of eligibility of a dependent under the
Health Care Plan.
• A change in the location of either the residence or workplace of yourself,
your spouse or your other covered dependents in which your coverage
has been impacted by the loss of a network.
• The commencement or termination of coverage for you or your spouse
under Medicare (Part A or B) or Medicaid.
• The commencement or termination of military duty for you or your spouse.
Qualified changes in status must be reported and supporting
documentation must be sent to your Regional Human Resources
Department within 31 days of the qualified change in status. For
more details on the plan, you can access the Flexible Benefit Plan
Summary Plan Description on ERNIE, Equity’s intranet, or you may
request a copy from your Regional Human Resources Department.
21
Financial Wellbeing
These benefits can help you manage your compensation, grow your assets, plan for retirement and save on services
that matter to you.
401(k) Contributions
Employee Contributions
From each paycheck, you may contribute 1% to 50% of eligible pay
on a pre-tax basis (before federal and state taxes are deducted).
You may change the amount you contribute at any time. The
maximum contribution in 2012 is $17,000. The IRS reviews
and approves a new maximum contribution for each calendar year.
Rollovers from a qualified retirement plan are accepted into the
ADVANTAGE 401(k) Plan.
Catch-Up Contributions
Employees age 50 or older can make additional contributions to the
plan, above the IRS maximum. The maximum catch-up contribution
in 2012 is $5,500. Rollovers from a qualified retirement plan are
accepted into the ADVANTAGE 401(k) Plan.
Company Contributions
You become eligible for company-matching contributions after one
year of service. You will receive matching contributions of $1 for every
$1 you contribute to the plan, up to 3% of your eligible earnings every
pay period. You will be able to see your account grow faster as
the employer contributions are made and invested on a biweekly basis.
The contributions made by Equity are subject to the five-year vesting
schedule outlined below.
Vesting
You are always 100% vested in your own individual contributions.
Company contributions are vested as follows:
Years of Service PercentVested
2 years 25%
3 years 50%
4 years 75%
5 years 100%
Employees who retire at or after age 65, die, or become permanently
disabled as determined by the Plan Administrator while employed by Equity
are automatically 100% vested in the value of the company contributions.
ADVANTAGE 401(k) Retirement Savings Plan
The ADVANTAGE 401(k) Plan is designed to help you reach your
retirement goals. The plan consists of your own pre-tax 401(k)
contributions, plus company-matching contributions.
While you save for your future, you also save on taxes – which means
your net pay is higher than if you were to save outside of the plan.
Payroll deductions and automatic investing equal regular savings
on investments. Any investment earnings grow tax-free until you take
them out. And the best part is Equity matches your contributions,
dollar for dollar, up to the first 3%. Where else can you get a 100%
return like that?
Eligibility
You are eligible to participate in the ADVANTAGE 401(k) Plan and begin
saving immediately upon hire. (Union employees are eligible if their
collective bargaining agreement specifically allows plan participation.)
Automatic Enrollment
New employees are automatically enrolled in the 401(k) Plan with
a payroll deduction of 3% of eligible earnings. Employees will be
automatically enrolled within the first 60 days of employment.
We encourage you to save for your retirement; however, you will
have the option to opt out of the plan within 45 days of your hire
date. Contact Principal at 800-543-4015 or visit their website at
www.principal.com to find out how to cancel your participation.
You may re-enter the plan or change your contribution elections at
any time by enrolling online or over the phone.
Eligible Pay
Eligible pay consists of your regular earnings or salary, plus
performance-based bonuses, overtime pay, commissioned earnings,
and pre-tax contributions you make to this plan or a Section 125 plan.
Excluded types of pay include relocation pay, stock options, severance
pay, the value of apartments and discounts provided, and similar other
types of pay. The IRS determines the maximum amount of wages
eligible for the plan annually.
27
Career Wellbeing
The benefits covered here can help you build solid foundations for the future through career growth and development.
Equity’s Learning Opportunities
Equity offers a wide variety of technical courses. Among its offerings
are courses in:
• Leasing and Sales
• Maintenance
• Property Management
• Fair Housing
• Customer Service
• Computer End-User Training
We also focus on leadership education including additional offerings in
topics such as:
• Leadership Development
• Negotiations
• Communication
• Conflict Management
• Teambuilding
• Diversity
Equity Residential provides a dynamic and enriching learning
environment for all of our employees. We offer technical and
professional development courses on-line or in classroom sessions
facilitated by one of our certified Learning Managers or Operations
Learning Specialists. Our greatest satisfaction comes from our
employees, who tell us how much our classes have helped them both
personally and professionally.
Most importantly, Equity gives you the time and support needed to
complete your educational requirements, and to utilize our learning
resources for career advancement.
Contact your OTD Director, or check out the OTD site on ERNIE for more
information about learning and development opportunities.
Education Assistance Program
Equity may provide educational reimbursement to eligible employees
for the completion of approved job-related courses and seminars.
Generally, the following guidelines apply:
• You must be actively employed by the company for one continuous
year of service and in good standing
• You must regularly work 32 or more hours per week
• The course or seminar must be directly related to your present job or
expected job path
• The course is not already offered in-house through Equity
You must receive approval from your supervisor, regional manager
or department vice president, and from Human Resources before
registering for a course or seminar. Contact your Regional Human
Resources Department for more information about educational
assistance and the requirements of the program.
Advancement Opportunities
We believe strongly in recognizing and developing the potential
that lies within each of our employees. We match that potential
with growth and advancement opportunities and encourage our
employees to challenge themselves.
Many of our own employees were promoted from within and believe
in giving you the same opportunity to excel and grow. When positions
open up, our employees are given preference over outside recruits.
Our various career opportunities are posted on-site and at the
corporate offices twice a week, and can also be found on the Career
Opportunities site on ERNIE, Equity’s intranet.
In addition to opportunities for advancement, Equity offers interested
employees opportunities for relocation. When you join Equity, you’re
joining an SP 500 company with a business presence in 14 states and
Washington, D.C.
How far can you go at Equity? As far as your growth and ambition will
take you.
Learning and Development Programs
We believe in the value of life-long learning and offer opportunities
for development to help you on your path to success. We put a lot of
resources into education because we also believe that learning faster
and better gives you – and our company – an edge over the competition.
Through our Organization and Talent Development group, we offer
programs for all employees, whether you’ve just started your career at
Equity or have been here for many years.
We have established educational tracks for property management
positions, which allow employees within those positions to excel
in their current jobs, as well as prepare them for what’s next. ERNIE,
Equity’s intranet, can be used to access student transcripts, as well as
the educational requirements for specific positions. At any time, you
can see what courses you’ve taken and what courses are available
to complete.
Flight Management Certification Program
A select group of Equity managers are invited to participate in our
Flight Management Certification Program. This classroom and
experiential learning program covers all aspects of management
and leadership education.
5
Benefits that provide the coverage you need
for health care,life insurance and disability.
We offer a comprehensive range of health care and insurance benefits
for you and your family.
We start with a comprehensive health plan with both preventive and
emergency coverage with no pre-existing condition limitations.Then,
we round out your health and wellbeing benefits with dental and
vision coverage and Flexible Spending Accounts, which let you pay for
unreimbursed health care and dependent care expenses with pre-tax
dollars.The program also provides basic and supplemental life insurance,
accident insurance, and short- and long-term disability.
Physical Wellbeing
20
Benefits that help you manage your compensation,
assets and retirement planning
Our Financial Wellbeing benefits are designed to help you manage
your money effectively now and build financial security for the
future.We start by offering competitive pay at every level. From
there, we add attractive bonuses, commissions and stock awards for
eligible employees, as well as our ADVANTAGE 401(k) Plan including a
company match to make up your total compensation. Employees can
benefit from purchasing company stock at a discount through the
Employee Share Purchase Plan. And, in the process we also consider
the little conveniences like direct deposit and discounts on a wide
variety of products and services. From the big picture to the small
details, the benefits in this category are here to help you build toward
your financial goals.
Financial Wellbeing
26
Benefits that help you learn, grow and advance
As a leader in the apartment industry, we look for people who will
help take us to new levels of success. When you move up in skill and
experience, so does Equity. We encourage you to take charge of
your career and, with support from your manager, to actively pursue
ways to enhance your professional growth. Career development is a
continuous process of learning, growing and leading yourself—and
the company—in a positive direction. We’re particularly proud of
having created a culture that values the growth and development
of every individual who works here. Whether you’re hungry for
training and education to help you advance in your career, looking
to build your network through professional organizations, or just
eager for the kind of life experience that will help you grow as a
person, we have something to offer.
We encourage our employees to“test their limits,”to go past their
comfort zones and seek new challenges.
Career Wellbeing

Equity Rewards
Newsletter
CLIENT:
Equity Residential
SERVICES:
• Logo Development
WHAT IS IN A CIGARETTE?
The answer to that question is a long list of
chemicals that you would not want in your body.
• Benzene: A carcinogen
used as a solvent in fuel and
chemical manufacturing
• Formaldehyde: Used to
preserve dead bodies and
known to cause cancer
• Ammonia: Used in toilet
cleaner
• Acetone: Used in nail polish
remover
• Tar: Includes 4,000 chemicals
and it stains teeth, nails, and
lung tissue
• Carbon Monoxide:
The same poisonous gas
as car exhaust
• Arsenic: Used in rat
poisoning
• Cadium: Used in batteries
• Lead: Damages the brain,
kidneys, and nervous system
• Methoprene: An insecticide
used to kill fleas
• Turpentine: A toxic chemical
used in paint stripper
Great American
Smokeout
Equity Residential will Host our Own
Great American Smokeout Thursday,
November 18, 2010.
The Great American Smokeout is an annual
event held on the third Thursday of November
that encourages the 46 million Americans who
smoke tobacco to quit. The American Cancer
Society held its first Smokeout in 1977. The
event challenges people to stop smoking
cigarettes for 24 hours, hoping their decision to
not smoke will last forever.
Watch ERNIE and your email for more
information.
How Much Does it Cost?
Have you ever stopped to think about how much you are spending on
cigarettes? If the average cost of a pack of cigarettes is $5 and you smoke
a pack a day, that adds up to $1,820 per year. Chewing tobacco costs an
average of $2 a pouch. If you use a pouch a day, that is $700 per year.
Free Clear Quit for Life Program
Equity will continue to offer the Free Clear Quit for Life program free of
charge to you and your spouse/same-sex domestic partner and will give
you 2011 to quit before the surcharge is assessed. So what is the Quit for
Life program? It offers the support and guidance you need to quit smoking.
When you enroll in the plan, you get:
• Up to 5 outbound coaching calls and unlimited toll-free access to a
Quit Coach® for the duration of the program;
• Unlimited access to Web Coach®, Free Clear’s proprietary, interactive,
fully featured online community that offers e-learning tools, social
support and information about quitting;
• Decision support for the type, dose and duration of medication and
direct mail order fulfillment, if appropriate;
• A printed, stage-appropriate Quit Guide;
• Tailored, motivational emails sent throughout the quitting process.
Don’t waste another second. Enroll today by calling 866-784-8454 or by
visiting the website www.freeclear.com. Web enrollment code is EQUITY.
Equity‘s medical plans also cover the smoking cessation drug Chantix.
* A smoker is defined as someone who uses tobacco products
(e.g., cigarettes, cigars, pipe tobacco, chewing tobacco, etc).
According to the Centers for Disease Control (CDC),
tobacco use is the single most preventable cause of
disease, disability, and death in the United States.
Each year, an estimated 443,000 people die prematurely
from smoking or exposure to secondhand smoke, and
another 8.6 million have a serious illness caused by
smoking. Despite these risks, approximately 46 million
U.S. adults smoke cigarettes. Smokeless tobacco, cigars,
and pipes also have deadly consequences, including
lung, larynx, esophageal and oral cancers.
What are the Costs to Your Health?
Coupled with this enormous health toll is the significant
economic burden of tobacco use – more than $96 billion
per year in medical expenditures is attributed to
smoking and another $97 billion per year results in lost
productivity.
Call-to-Action
If you smoke or use chewing tobacco, 2011 is the year to
“kick butt”and stop.There are both financial and health-
related costs associated with smoking. Equity would like
to help you improve both by offering you the resources
you need to stop.
Because of the increased health risk, Equity will require
smokers to pay more to be enrolled in the medical
plans in 2012.The additional charge will be deducted
biweekly if the employee or their spouse/same-sex
domestic partner is a smoker.*
Kick Butt with Wellness
Source: University Community Hospital Tampa, FL
3
Other Medical Changes in 2011
Reduction to the Urgent Care Co-Pay
Did you know that the average emergency room (ER) claim is $1,100 compared
to $300 for an urgent care visit? Many people use the ER for non-emergency
situations, which drives up your cost as well as the company’s.We want to
make it easier and less expense for you to get urgent service that doesn’t
require a visit to the ER by reducing the urgent care co-pay from $100 to $50.
Common reasons to visit urgent care are sprains, small cuts, strains, sore
throats, mild asthma attacks, rashes and minor infections.You can find a list
of urgent care facilities near you by going to www.myuhc.com and doing a
facility search and then Search for Urgent Care or any other type of Facility.
If you aren’t sure if you should go to the ER or an urgent care facility, you
may call United Healthcare’s Nurseline at 800-237-4936 and they can help
you determine what makes the most sense.
Individual and Lifetime Limits
We will be removing the individual limits on Bone Marrow/Stem Cell Search
and Transportation (for transplants). We are also removing the $2 million
lifetime maximum from all the medical plans.
Dependent Eligibility
Effective January 1, 2011, dependent children up to age 26 can be covered
regardless of marital or student status. An eligible dependent child, for
the purpose of coverage in Equity’s health care plans, is any child who is
born to you or a child legally adopted by you, or for who you have legal
guardianship. It also includes a stepchild who lives with you. Benefits for
a dependent child will continue until the last day of the calendar month in
which his or her 26th
birthday occurs.
If your child is not enrolled in the plan, but now meets the definition
of dependent, you will need to request they be enrolled during this
annual enrollment. Equity will not be responsible for identifying eligible
dependents and enrolling them automatically.
See 2011 biweekly employee contribution rates below.
2011 Biweekly Employee Contributions
Choice EPO
Choice Plus
PPO
Smart Choice
Plus PPO Dental Vision
2010 2011 2010 2011 2010 2011 2011 2011
Employee
Only
$41 $46 $62 $75 $41 $43 $8 $3
Employee + 1 $109 $120 $165 $198 $109 $115 $14 $5
Family $177 $197 $268 $322 $177 $186 $18 $8
If same-sex domestic partner coverage is elected, please visit ERNIE, Equity’s intranet
site, or contact your Human Resources representative for domestic partner rates.
Medical plan rates shown above do not include a spousal surcharge, if applicable.
See the Spousal Surcharge article on this page for information.
Spousal Surcharge
In 2011, Equity will continue to assess a $30
biweekly spousal surcharge for employees
whose covered spouses/same-sex domestic
partners have the option to participate in
their employers’medical plans, but choose
to participate in Equity Residential’s medical
plan instead.
If we already have a Spousal Medical Coverage
Declaration Form on file for you, you do not
need to complete another one unless your
situation has changed.You can obtain the
Spousal Medical Coverage Declaration Form
in the HR/Annual Enrollment section on
ERNIE, by calling Health Benefit Systems (HBS),
toll free, at 866-516-2090, or by contacting
your local Human Resources Representative.
Removal of Mandatory Mail Order for Rx
Equity’s medical plans include prescription
drug coverage available at retail pharmacies
and through a mail order prescription
program. Effective January 1, 2011, we are
removing the requirement to use mail order
for maintenance drugs. The choice is yours.
Now you may choose the convenience
of getting a 3-month supply of your
prescription mailed directly to your home
and only pay 2-½ times the co-pay or you
may choose to visit your local pharmacy
each month and pick up your medication.
The co-pays will remain the same in 2011.
Prescription Drug Co-Pays
Retail
Co-Pay
Mail Order
Co-Pay
Savings to
Use Mail
Order
Tier 1 $10 $25 $5
Tier 2 $25 $62 $12.50
Tier 3 $40 $100 $20
5
Flexible Spending Accounts (FSAs)
FSAs are a Money-Saving Option
You do not need to be enrolled in an Equity health
care plan to take advantage of an FSA. Flexible
Spending Accounts (FSAs) can be set up to pay for
many common out-of-pocket expenses related to
health care and dependent care. When you open
an FSA, you set aside a certain amount of money to
be taken out of your paycheck and placed into an
account you can access throughout the year. The
savings come from the fact that the money is taken
out of your paycheck before taxes. This pre-tax
deduction reduces your taxable income.
Remember, even if you already participate in either
FSA, you must re-enroll each year during Annual
Benefits Enrollment (November 1-15, 2010).
How Much Can I Contribute?
For 2011, you can contribute up to $2,500* to a health care FSA and
up to $5,000* (or $2,500 if married and filing separate tax returns) to a
dependent care FSA.
*If you are a highly compensated employee as defined by the IRS, your annual
election may be reduced based on results of the plan’s non-discrimination testing.
FSAs are Easy to Use
Everyone who signs up for a health care FSA will get a debit card
linked to their account. This makes using your funds to pay for
prescription co-pays even easier. If you participate in Equity’s medical
plan, your co-insurance will be automatically paid from your FSA.
You won’t have to fill out any forms or wait to be reimbursed.
If you cannot use the debit card for a transaction, you can submit a
reimbursement form by fax or mail for all other eligible expenses.
Reimbursement Rules
FSAs can save you money, but you need to play by the rules.
Use your 2010 FSA by March 15, 2011. The IRS requires that you use
the money in your plan by the end of the grace period. This means that
you will have between January 1, 2010 and March 15, 2011 to incur
eligible expenses in both the health care and dependent care spending
accounts. An expense is considered incurred at the time the service
is provided, not when it’s billed or when you pay for it. If you plan
carefully, you’ll use all the money you set aside within the timeframe.
Eligible expenses that are not claimed by June 15, 2011 will be forfeited.
Most health care expenses, but not all, are eligible for payment through
the FSA. Within the health care FSA, some eligible expenses include:
• Medical, prescription,
dental and vision deductibles
and/or co-pays
• Certain over-the-counter
health care items you buy
at the drug store
• Co-insurance not paid by
our plan(s)
• Orthodontic services not
covered by our plan
• Contact lenses and
cleaning solutions
Other expenses like teeth whitening, cosmetic procedures, sunscreens,
cleansers and other personal care products are not eligible for payment
through the FSA.
The dependent care FSA can be used to cover expenditures like day
care or in-home care for children, summer day camps, after-school care,
preschool, and elder day care.
You can open both health care and dependent care FSAs, but they
need to stay separate.You can’t pay for health care expenses out of a
dependent care account or vice versa.
This information is only an overview of both FSA programs. For complete details
and a worksheet to help you determine your FSA expenses, see the 2011 Summary
of Your Total Rewards booklet on ERNIE in the HR/Annual Enrollment section.
7
How to Enroll for 2011
Benefits
To enroll in a benefit plan for the first time,
or to make changes to your current benefit
elections, please call Health Benefit Systems
(HBS), toll free, at 866-516-2090, between
November 1-15, 2010.
You will speak to an HBS Benefit Specialist
who will take your enrollments and
changes right over the phone from 7
am to 7 pm (in all time zones), Monday
through Friday. These Benefit Specialists
are knowledgeable about your Equity
Rewards package and will be able to
provide answers specific to your needs.
Spanish-speaking Benefit Specialists are
also available. When you call, you will be
asked to provide your Employee ID number,
located at the top of your personalized
Total Rewards Statement. To view the
coverage(s) you have right now, please
review your enclosed personalized Total
Rewards Statement.
Information in this newsletter is an
overview of some of your Equity Rewards
programs. For further plan details,
see the 2011 Summary of Your Total
Rewards booklet and the Summary Plan
Descriptions of each benefit program
(available online on ERNIE in the HR/Annual
Enrollment section).
What Happens ifYou Do
Nothing?
• If you do not complete the preventive
exam by November 30, 2010, your
medical coverage will be canceled for the
2011 plan year. If coverage is canceled,
you will not be able to enroll in coverage
until November 2011, for coverage
effective January 1, 2012, unless you have
a qualified change in your family status.
• You will not have a health care or
dependent care FSA, even if you were
enrolled in 2010; these plans require re-
enrollment each year.
• If you do not call in your benefit
enrollment elections, your coverage will
remain exactly as you had it in 2010, with
the exception of FSA (see above) and you
may choose to adjust your supplemental
life insurance election based on the new
coverage levels.
Winning with Wellness
A key part of Equity’s health care program is a focus on wellness –
increasing your awareness of healthy lifestyles and encouraging a
commitment for change. Wellness is something that you have to
work at your entire life.You never reach the finish line – there’s always
something you can do to make your life or your family’s lives better.
Mandatory Preventive Exam
Mandatory preventive exams for employees and spouses/same-sex
domestic partners will continue in 2011. All employees and spouses/same-
sex domestic partners enrolled in the medical plan are required to get a
preventive exam every year in order to participate in Equity’s medical plans.
Failure to get a preventive exam will result in cancellation of your Equity
medical insurance coverage. Employees and spouses/same-sex domestic
partners must get a preventive exam between January 1 and June 30, 2011
to be eligible for medical coverage in 2012.
Staywell Health Assessment
Employees and spouses/same-sex domestic partners enrolled in the
medical plan may complete the Health Assessment by going online to
https://equityresidential.online.StayWell.com by November 30, 2010 to
be eligible for entry in the drawing to receive one of 10 iPads. If you prefer
to complete the Assessment via paper, you may call 800-859-1729 to have
an English or Spanish paper version mailed to your home.
New employees (hired before September 1 of the calendar year) and
spouses/same-sex domestic partners of new employees will have until
November 30 of the calendar year in which they are hired to take the
Assessment and to get their mandatory preventive exam.
The Assessment, which was voluntary in 2010, will become mandatory again
in 2011. Covered employees and spouses/same-sex domestic partners must
complete their 2011 StayWell Health Assessment between August 1 and
November 30, 2011 to be eligible for coverage in 2012.
2
For more details of coverage under the Choice EPO, Choice Plus PPO
and Smart Choice Plus PPO plans, see the medical coverage section of the
2011 Summary of Your Total Rewards booklet, available on ERNIE in the
HR/Annual Enrollment section.
Medical Plan Details
The Smart Choice Plus PPO is now open to all employees regardless of hire date.
Benefit
Choice EPO
UnitedHealthcare
Choice Network
Choice Plus PPO
United Healthcare
Choice Plus Network
Smart Choice Plus PPO
United Healthcare
Choice Plus Network
Annual
Deductible
(per person/
family)
In-Network Only
$300/$900
In-Network
$350/$1,050
Out-of-Network
$700/$2,100
In-Network
$400/$1,200
Out-of-Network
$800/$2,400
Co-Insurance 85% In-Network 80% In-Network
60% Out-of-Network
80% In-Network
60% Out-of-Network
Annual
Out-of-Pocket
(per person/
family)
In-Network Only
$1,500/$4,500
In-Network
$1,750/$5,250
Out-of-Network
$3,500/$10,500
In-Network
$2,000/$6,000
Out-of-Network
$4,000/$12,000
Office Visit
Co-Pay
In-Network Only
$20 Primary Care
Physician
$30 Specialist
In-Network
$25 Primary Care
Physician
$35 Specialist
Out-of-Network
60% after deductible
In-Network
$25 Primary Care
Physician
$35 Specialist
Out-of-Network
Preventive
Care
100% In-Network 100% In-Network
100% Out-of-Network
100% In-Network
100% Out-of-Network
X-Ray Lab In-Network Only
85% after
deductible
In-Network
Out-of-Network
In-Network
Out-of-Network
ER/Urgent
Care Co-Pay
In-Network Only
$100/$50
In-Network
$100/$50
Out-of-Network
$100/$50
In-Network
$100/$50
Out-of-Network
$100/$50
To assist you in evaluating the different choices, we have included some claims examples
with varying family size and claims situation in the HR/Annual Enrollment section on ERNIE.
Equity remains committed to providing
health plan options that work with different
family sizes and health situations. We
continue that commitment by opening
up the Smart Choice Plus PPO to all
employees regardless of hire date. In 2011
you can remain in your current medical plan
or change to the Smart Choice Plus PPO if it
is the right plan for you and your family.
• The Choice EPO provides higher
coverage for medical benefits at a
slightly higher cost than the Smart
Choice Plus PPO, but only in-network
services are covered.
• The Choice Plus PPO provides
flexibility because in-network and
out-of-network services are covered,
but at a cost to the employee.
• The Smart Choice Plus PPO provides
flexibility because in-network and
out-of-network services are covered,
and it also has the lowest contributions,
which may make it a better value for you
than the Choice Plus PPO.
TO VIEW THE UHC PHYSICIAN DIRECTORY:
visit www.myuhc.com and click on
“Find Physician or Facility.” Then, select your
search type. Next, enter your search criteria.
Note, under“Select a Plan”: Choice EPO
participants, click on UnitedHealthcare
Choice. Choice Plus PPO or Smart
Choice Plus PPO participants, click on
UnitedHealthcare Choice Plus. Continue
selecting your search criteria to review a
list of available physicians.You may also
call UHC at 866-203-5652 to assist you in
finding a physician.
Overview of
2011 Plan Offerings
4
Dental Coverage
Under our plan, administered by Delta
Dental of Illinois, you have the flexibility to
use any of three options to maximize your
choice of dentists and minimize your costs.
To find a list of participating dentists, please call
800-323-1743 or go to www.deltadentalil.com
and click on“Dentist Search.”Remember that
regular preventive dental exams are highly
recommended and should be a part of your
wellness routine.
For details on dental coverage, see the Dental
Coverage section of the 2011 Summary of Your
Total Rewards booklet available on ERNIE.
Dental Enhancements for 2011
Enhanced Dental Benefit
It has been found that dental health relates
to medical health. So in keeping with our
focus on preventive health, participants who
suffer from certain conditions that would
benefit from extra preventive dental care
will be able to enroll and get extra preventive
dental procedures covered each plan year.
Some medical conditions that qualify for
extra coverage are gum disease, diabetes
and pregnancy. Please see the enclosed
brochure for additional information.
Posterior Composites
Coverage will now include the popular
composite fillings on back teeth, since most
dentists are now only using white or
composite fillings instead of silver amalgam
fillings.The current plan only covers composite
fillings on front teeth.The services will be
covered under Class II Basic Restorative Care.
Vision Coverage
Equity’s vision plan provides coverage for
exams, basic eyeglass lenses, frames and
contacts through Vision Service Plan (VSP).
You can see any provider you wish;
however, your out-of-pocket costs will be
lower if you see an in-network provider.
Call VSP at 800-877-7195 for a list of
participating providers or visitVSP’s website
at www.vsp.com.
Supplemental Life Coverage
Effective January 1, 2011, supplemental life insurance will change from multiples of
salary to flat amounts. For this annual enrollment only, Lincoln Financial Group will
offer a full open enrollment. This means that you can apply for any amount under
the guarantee issue limit without supplying medical information.You should have
received a letter directly from Lincoln Financial Group with examples of coverage
and premium information along with a beneficiary designation form. The letter
summarized the changes and the premium information associated with the various
benefit elections. The changes are also summarized below.
Supplemental Life Insurance Details
Current Coverage Effective January 1, 2011
Employee Coverage 1 – 5 times salary Flat amounts starting at $25,000 and
increasing by $25,000 increments
Employee Coverage
Maximum
$500,000 or
5 times salary
$800,000 or 6 times salary
Employee Guarantee
Issue (GI) Amount
$250,000 $350,000 or 4 times salary, whichever is less
Spousal Coverage ½ employee salary
amount; Maximum
Coverage $30,000
Flat amount with $10,000 increments up to
$100,000 (cannot exceed 50% of the employee
supplemental life amount) GI $50,000
If you are currently enrolled and do nothing, your coverage will be converted to
the equivalent under the new structure. For example, if you are currently enrolled
in Supplemental Life for $136,000, you would be defaulted to $150,000 if you do
not make an election.
All current policies over the guarantee issue limit will be honored. This means that
if you have already been approved for coverage over the guarantee issue limit, you
will be able to get that level of coverage under the new plan without supplying
medical evidence again. For example, if your current coverage is $500,000, you
are guaranteed $500,000 under the new policy. If you would like to increase that
amount to $600,000, you will need to get approval for the additional $100,000
because it is over the guarantee issue limit of $350,000.
PLEASE NOTE: If you apply for additional coverage over the guarantee issue limit
and are denied, you are still able to get the amount under the guarantee issue limit.
Are Your Beneficiaries Up-to-Date?
To be certain that everyone has the correct beneficiaries for their life insurance on
file, we are asking all benefit-eligible employees to designate their beneficiaries for
basic and supplemental life insurance. Please complete the beneficiary designation
form included with the mailing from Lincoln Financial Group. It is also available on
ERNIE in the HR/Annual Enrollment section.
You’ll need to select a primary beneficiary (the person who will receive your life
insurance proceeds) and a contingent beneficiary (the person who will receive the
proceeds if the primary has died). Most experts recommend naming a guardian or
trust as beneficiaries in place of minor children. Consult with your attorney and/or
tax advisor when making beneficiary designations.
For more information on life insurance, see the section on Basic Life, Accidental Death, and
Supplemental Life Insurance in the 2011 Summary of Your Total Rewards booklet on ERNIE.
6
Annual Benefits Enrollment is November 1-15
This packet contains all the information you need to enroll in
Equity Residential’s medical, dental, vision, supplemental life
insurance, MetLaw® Legal Services and Flexible Spending
Accounts (FSAs). Our programs stress partnership between
you, your health care providers and Equity. Our goal is to provide
you with a quality health care program with access to tools and
resources to help you improve your health and overall quality of
life, while helping to control costs.
A healthy life starts with regular check-ups. That’s why Equity
covers preventive exams and applicable diagnostic tests at
100%. In 2010, Equity made preventive exams mandatory for all
employees and spouses/same-sex domestic partners enrolled
in an Equity medical plan. You are also encouraged to take the
StayWell Health Assessment to get an overview of your current
health status.
Even if you have been enrolled for years, don’t forget to review the
information on the medical plans this year. The Smart Choice Plus
PPO plan, which is currently only available to new employees, is
now available to all employees.
ImportantDatestoRemember
November1-15,2010
AnnualBenefitsEnrollment
Employees must enroll between November
1-15, 2010.Your enrollment will be taken over
the phone by Benefit Specialists from Health
Benefit Systems, who can help you navigate
throughthematerials andassistyouin making
therightchoices.Pleaseallowtimetoreview
yourchoicesand makeyourtoll-freecallby
November15,2010.
November30,2010
YouhaveuntilNovember30,2010 toget
yourpreventiveexamcompleted and the
certification formsubmittedtoStayWell.All
employees and spouses/same-sex domestic
partners arerequired togeta preventiveexam
everyyearin ordertoparticipateinEquity’s
medicalplans.Failuretogeta preventive
examwillresultin thecancellation of Equity’s
medicalinsurancecoverage.
Mid-December2010
ReceiveyourBenefitsConfirmationStatement,
which lists your2011 health careelections.
January1,2011
Health careelections orchanges gointoeffect.
January5,2011
Payrolldeductionsbegin.
The 2011 medical, dental, vision and FSA
deductions will be reflected as of your
January 5, 2011 ePay statement. If you
enroll in an FSA, your annual election will
be calculated over 26 pay periods in 2011.
RemembertoreviewyourfirstePaystatement
of 2011 to be sure all the deductions are
correct.Notifythebenefits departmentright
away if you notice any discrepancies.
These plan providers can also answer questions
about your current coverage:
Medical
UnitedHealthcare
Choice EPO, Choice
Plus PPO and Smart
Choice Plus PPO Plans
www.myuhc.com
866-203-5652
Dental
Delta Dental
of Illinois
www.deltadentalil.com
800-323-1743
Vision
Vision Service
Plan (VSP)
www.vsp.com
800-877-7195
Flexible Spending
Accounts
UnitedHealthcare
www.myuhc.com
866-203-5652
Este boletín en Español esta disponible
en ERNIE, la página de Intranet de Equity.
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at 866-516-2090 to enroll in benefits or make changes to your current coverage.
Have you been avoiding debt collectors? Are you planning to purchase or
refinance a home? Are you concerned about identity theft and how to protect
yourself? Have you been putting off writing a will with one excuse after another?
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For a biweekly payroll deduction of $9.09, the plan covers representation for
many personal legal services for you and your eligible dependents (spouse/
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The IRS will change the eligibility for reimbursement of OTC drugs in 2011.
Effective January 1, 2011, health care FSAs will reimburse expenses for
medicine or drugs on a tax-free basis only if:
Verification Required
You will need to provide a prescription (or a copy of the prescription or
another item showing that a prescription for the item has been issued)
and the customer receipt (or similar third-party documentation showing
the date of the sale and the amount of the charge).
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The new restrictions do not apply to items that are not considered
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Claims for OTC medicines or drugs purchased without a prescription in
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December 31, 2010 and the claim is submitted by the June 15 deadline.
• The medicine or drug requires
a prescription;
• The medicine or drug is insulin;
• The medicine or drug is an
OTC medicine or drug, and the
individual obtains a prescription
for the medicine or drug.
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Corporate
Brochure
CLIENT:
Watermark Learning
SERVICES:
• Art direction
• Copy writing
• Logo and Brand Refresh
ENHANCED PERFORMANCE. ENDURING RESULTS.
TM
Training to Enhance
Project Success
BUSINESS ANALYSIS
PROJECT MANAGEMENT
BUSINESS PROCESS MANAGEMENT
INFLUENCING SKILLS
We Deliver...
Since 1992 we have provided training that
turns the complexity of industry standards
into practical application of business
analysis, project management, and business
process management. Rather than covering
an entire body of knowledge, our courses are
laser-focused to enhance performance and
lead to enduring results in organizations. Our
courses and workshops enhance skills that
help ensure project and business success.
And, we are experts at helping practitioners
become certified by IIBA®
and PMI®
.
We don’t use academic or rote learning methods; our classes
are practical and engaging. Instead of lengthy classes that
present more than you need, our training uses our extensive
industry experience to concentrate on what people need to
be effective. Our instructors facilitate classes using interactive
case studies that energize students to learn…and motivate
them to perform. What would that mean to you and your
company?
BUSINESS ANALYSIS COURSES
Learn skills to define product requirements
completely and correctly, including hidden
requirements that can make or break a project.
PROJECT MANAGEMENT COURSES
Deliver the right products and services in a
timely, cost-effective way.
BUSINESS PROCESS MANAGEMENT
COURSES
Model, analyze, improve, and manage business
processes, and help your organization
transition to more productivity.
INFLUENCING SKILLS COURSES
Enhance your skills with courses to help
you better facilitate, build trust, improve
stakeholder relationships, and influence the
right solutions.
Watermark instructors are published authors of articles and
books, as well as contributors to both the Business Analysis
and Project Management Bodies of Knowledge. As an
IIBA Charter Endorsed Education Provider and PMI Global
Registered Education Provider, Watermark Learning assures
you the most engaging, relevant, and applicable training
available.
New Courses to Enhance Your Skills
Feedback from our students and from the BA and PM
Communities has given Watermark the direction for our future
course offerings. As a result, we have launched a series of new
courses with increased relevance for current business needs.
These include:
• The Art and Science of Conflict Management
• Bulletproof Business Cases
• Critical Thinking Skills for Today’s Problem Solvers
• Getting Real Results from Virtual Teams
• Getting Started in Business Analysis
Watermark Learning
7301 Ohms Lane
Minneapolis, MN 55439
800.646.9362 (USA only)
1.952.921.0200
info@watermarklearning.com
www.watermarklearning.com
CERTIFICATION CLASSES, PUBLICATIONS, AND STUDY AIDS
CBAP®
/CCBA®
Certification Preparation Classes
CBAP/CCBA Online Study Exams
PMP®
Certification Preparation Class
PMP Online Study Exam
Books and Study Aids
• CBAP Ver. 2.0 Study Guide
• The Influencing Formula
• Practitioner’s Guide to Requirements Management
• BABOK®
Guide Study Tables
• BABOK Guide Flashcards
• BABOK Guide Audio Flashcards
COURSEWARE LICENSING
Watermark Learning provides most of its course curricula for licensing.
You save the time and expense of developing your own course and
license one of our proven and practical courses.
Whether you are an organization wanting to teach its own classes
using our proven courseware, a training provider who needs to get a
course offered quickly, or an organization that wants to have a noted
authority provide classes and materials, we can help.
AFFILIATE PROGRAMS
We partner with organizations and individuals worldwide who believe
in our products and services. This includes training organizations who
don’t offer the same courses we do, and want to add offerings to fill a
void. Currently, our overseas affiliates offer our courses and programs
in Africa, Asia, Central America, and Europe.
OUR PROFESSIONAL PARTNERSHIPS
Watermark Learning has associations with strategic industry and
academic organizations. We partner with these organizations to
enhance our services to our customers, to both keep abreast of and
influence the latest industry developments, and to assure you of the
highest-quality training.
Visit Us Online
Visit our website for valuable and free industry
resources:
www.WatermarkLearning.com/Resources
• Articles
• Webinars
• Templates
• Professional resources
• Bibliographies
IIBA®
and BABOK®
are registered trademarks of International
Institute of Business Analysis. CBAP®
and CCBA®
are registered
certification marks of International Institute of Business Analysis.
PMI®
and PMP®
are registered marks of the Project Management
Institute, Inc.
ENHANCED PERFORMANCE. ENDURING RESULTS.
TM

Physicians
Benefits Brochure
CLIENT:
MacNeal Hospital
SERVICES:
Design Concept for Brochure to
attract physicians to practice at
MacNeal Hospital
MacNealHospital
MacNeal Hospital has a proud
history and an even stronger future.
Please read on for a quick overview of the
benefits MacNeal Hospital offers to medical
staff physicians.
We want physicians on our team who can offer innovative
and collaborative care to patients. At MacNeal, your talents
are recognized and respected.
Come and join more than 500 physicians representing
50 medical specialties. Be part of the medical staff of an
award-winning hospital that has the technology and leading
programs of an academic medical center, combined with the
range of patient care found in a community hospital.
MacNeal Hospital is a 427-bed fully accredited teaching hospital that has
served the people of Chicago’s western suburbs and the surrounding area
for nearly 100 years.
The hospital is part of Tenent Healthcare, a 77-hospital
network. MacNeal Hospital serves the healthcare needs
of more than one million people in the near west and
southwest suburbs of Chicago.
2 3
MacNeal Hospital:
Dedicated to Our Physicians
T H E M A C N E A L D I F F E R E N C E W W W . M A C N E A L . C O M
MacNealHospital
MacNealHospital
The MacNeal
DifferenceLearn more about the benefits of joining
MacNeal’s medical staff. Please call:
708•123•4567
MacNealHospital
MacNeal Hospital has a proud
history and an even stronger future.
Please read on for a quick overview of the
benefits MacNeal Hospital offers to medical
staff physicians.
We want physicians on our team who can offer innovative
and collaborative care to patients. At MacNeal, your talents
are recognized and respected.
Come and join more than 500 physicians representing
50 medical specialties. Be part of the medical staff of an
award-winning hospital that has the technology and leading
programs of an academic medical center, combined with the
range of patient care found in a community hospital.
MacNeal Hospital is a 427-bed fully accredited teaching hospital that has
served the people of Chicago’s western suburbs and the surrounding area
for nearly 100 years.
The hospital is part of Tenent Healthcare, a 77-hospital
network. MacNeal Hospital serves the healthcare needs
of more than one million people in the near west and
southwest suburbs of Chicago.
2 3
MacNeal Hospital:
Dedicated to Our Physicians
T H E M A C N E A L D I F F E R E N C E W W W . M A C N E A L . C O M
MacNealHospital
MacNealHospital
The MacNeal
DifferenceLearn more about the benefits of joining
MacNeal’s medical staff. Please call:
708•123•4567

Solutions
Brochure
CLIENT:
Misys
SERVICES:
• Layout and Design
• Program logo development
www.MisysOSS.com
Copyright © 2012 Misys Open Source Solutions LLC. All rights reserved. 'Misys' is a trademark of Misys plc, registered in England,
No.01360027, Registered address: One Kingdom Street, Paddington, London W2 6BL, United Kingdom. All other product and
company names may be trademarks of their respective owners.
To find out more about how Misys Open Source Solutions
can help your organization, please contact:
moss@misys.com Misys Connect™
HIE-in-a-Box™
is designed to drop into
your community and begin the secure exchange of patient medical
summaries and other discrete clinical data in a matter of days us-
ing a first-of-a-kind HIE-in-a-Box™ approach.
Designed by the innovation group at Misys Open Source Solutions
(MOSS), HIE-in-a-Box™ is targeted at mid-tier and smaller hospital
groups that:
Introducing the First
Health Information
Exchange in a Box
Misys Connect™
HIE-in-a-Box™
Logo Study: HIE-in-a-Box r4
Connect™
HIE-in-a-Box™
HIE-in-a-Box™
HIE-in-a-Box™
Connect™
Connect™
• Recognize the need to provide connectivity to their community providers and
labs but don’t have millions of dollars to invest
• Want to comply with meaningful use Stage 2 requirements
• Want to provide coordination-of-care services and move toward accountable
care organizations
• Want to dramatically improve the efficiency of healthcare delivery in their
community while driving down their costs
www.MisysOSS.com
HIE-in-a-Box-brochure-final.indd 1-2 2/10/12 3:11 PM
Connect™
HIE-in-a-Box™
HIE-in-a-Box™
HIE-in-a-Box™
Connect™
Connect™
Portal
Discrete Data
Repository eMPI (PIX/PDQ)
Document
Registry (XDS)Web
Application
Document
Repository (XDS)
Query Documents
Submit Documents
Lab Results
ADT
Patient Identity Query
COMMUNITY
Laboratory
Ambulatory
EHR
Hospital
HIS/EHR
Everything you need for patient
clinical information exchange
Why Misys Connect™
HIE-in-a-Box™
How it works
HIE-in-a-Box™
At-a-Glance
What’s included in the offering? We’ll provide everything you need to begin to exchange
patient medical records between the hospital and your community providers including:
• Enterprise Master Patient Index (eMPI)
• Patient consent management service
• Record locator service (RLS)
• Document repository
• Clinical data repository (CDR) with allergies, meds,
labs, and immunizations
• Clinical portal for longitudinal patient record display
• Secure messaging with basic referral management
capability
• Policy engine with opt-in/opt-out and ‘break-the-glass’
options
• Complete HIE administration
• Full auditing capabilities with security audit trial reporting
• We’ll provide all you need—not more, not less
• Simple and low-cost pricing
• Rapid and fully managed deployment and
operations support
• Built with modern technologies and IHE standard profiles
• Comprehensive longitudinal patient record
• Secure and HIPAA compliant
Optional features include electronic prescription, workflow management, rules engine, lab order management, radiology
results viewing, PACS integration, reporting, care coordination capabilities, and custom integration services.
HIE-in-a-Box™ has all of the
components required to provide
a longitudinal health record to
community providers. The “com-
munity” systems feed patient
information to the HIE over
secure communication proto-
cols (e.g., LLP over SSL, TLS).
They can also query and import
documents, depending on their
capabilities. Authorized provid-
ers may view the longitudinal
patient record. Patient permis-
sion to share information is
based on the governance of the
exchange, and supported by the
MOSS policy engine.
Delivery Option:
Onsite or cloud
Target EHR/HIS Systems:
• Any system that can produce an ADT feed for
patient registration, medical summaries in standard
CCD (C32 or XDS.b) compliant formats, and HL7
messages for discrete data.
• Custom interfaces can be provided for non-stan-
dard EHR/HIS systems
Time-to-Operation:
Documents may begin to be shared within 2 weeks of
agreed start date.
Feature Description Competition
Misys Connect
HIE-in-a-Box™ NwHIN Direct
SOA-based Architecture 3 3
Integrated Healthcare Enterprise (IHE) Profile Support 3 3
Patient Identity Resolution 3 3
Record Locator Service (RLS) 3 3
Document Repository 3 3
Audit Record Repository 3 3
Longitudinal Patient Record 3 3
Clinical Portal 3 3
Clinical Data Repository (CDR) for discrete data display 3 3
• Allergies 3 3
• Medications 3 3
• Lab Results 3 3
• Immunizations 3 3
Role-Based Access Control 3 3 3
Privacy (HIPAA compliant) 3 3
Policy Engine (Patient Consent, BPPC, Break-the-glass) 3 3
Security (Authentication, Authorization, Access and Audit) 3 3
System Administration and Configuration 3 3
NwHIN Gateway 3 3
Secure Messaging 3 3 3
Patient Access to Clinical Summaries 3 3
Support Single-Sign-On 3 3
Support SAML 3 3
Provider Registry 3
System Monitoring and Load Balancing 3 3
Passed IHE Connectathon Tests 3
Connect™
HIE-in-a-Box™
HIE-in-a-Box™
HIE-in-a-Box™
Connect™
Connect™
Connect™
HIE-in-a-Box™
HIE-in-a-Box™
HIE-in-a-Box™
Connect™
Connect™
www.MisysOSS.com
Copyright © 2012 Misys Open Source Solutions LLC. All rights reserved. 'Misys' is a trademark of Misys plc, registered in England,
No.01360027, Registered address: One Kingdom Street, Paddington, London W2 6BL, United Kingdom. All other product and
company names may be trademarks of their respective owners.
To find out more about how Misys Open Source Solutions
can help your organization, please contact:
moss@misys.com Misys Connect™
HIE-in-a-Box™
is designed to drop into
your community and begin the secure exchange of patient medical
summaries and other discrete clinical data in a matter of days us-
ing a first-of-a-kind HIE-in-a-Box™ approach.
Designed by the innovation group at Misys Open Source Solutions
(MOSS), HIE-in-a-Box™ is targeted at mid-tier and smaller hospital
groups that:
Introducing the First
Health Information
Exchange in a Box
Misys Connect™
HIE-in-a-Box™
Connect™
HIE-in-a-Box™
HIE-in-a-Box™
HIE-in-a-Box™
Connect™
Connect™
• Recognize the need to provide connectivity to their community providers and
labs but don’t have millions of dollars to invest
• Want to comply with meaningful use Stage 2 requirements
• Want to provide coordination-of-care services and move toward accountable
care organizations
• Want to dramatically improve the efficiency of healthcare delivery in their
community while driving down their costs
www.MisysOSS.com
Connect™
HIE-in-a-Box™
HIE-in-a-Box™
HIE-in-a-Box™
Connect™
Connect™
Portal
Discrete Data
Repository eMPI (PIX/PDQ)
Document
Registry (XDS)Web
Application
Document
Repository (XDS)
Query Documents
Submit Documents
Lab Results
ADT
Patient Identity Query
COMMUNITY
Laboratory
Ambulatory
EHR
Hospital
HIS/EHR
Why Misys Connect™
HIE-in-a-Box™
How it works
HIE-in-a-Box™
At-a-Glance
What’s included in the offering? We’ll provide everything you need to begin to exchange
patient medical records between the hospital and your community providers including:
• Enterprise Master Patient Index (eMPI)
• Patient consent management service
• Record locator service (RLS)
• Document repository
• Clinical data repository (CDR) with allergies, meds,
labs, and immunizations
• Clinical portal for longitudinal patient record display
• Secure messaging with basic referral management
capability
• Policy engine with opt-in/opt-out and ‘break-the-glass’
options
• Complete HIE administration
• Full auditing capabilities with security audit trial reporting
• We’ll provide all you need—not more, not less
• Simple and low-cost pricing
• Rapid and fully managed deployment and
operations support
• Built with modern technologies and IHE standard profiles
• Comprehensive longitudinal patient record
• Secure and HIPAA compliant
Optional features include electronic prescription, workflow management, rules engine, lab order management, radiology
results viewing, PACS integration, reporting, care coordination capabilities, and custom integration services.
HIE-in-a-Box™ has all of the
components required to provide
a longitudinal health record to
community providers. The “com-
munity” systems feed patient
information to the HIE over
secure communication proto-
cols (e.g., LLP over SSL, TLS).
They can also query and import
documents, depending on their
capabilities. Authorized provid-
ers may view the longitudinal
patient record. Patient permis-
sion to share information is
based on the governance of the
exchange, and supported by the
MOSS policy engine.
Delivery Option:
Onsite or cloud
Target EHR/HIS Systems:
• Any system that can produce an ADT feed for
patient registration, medical summaries in standard
CCD (C32 or XDS.b) compliant formats, and HL7
messages for discrete data.
• Custom interfaces can be provided for non-stan-
dard EHR/HIS systems
Time-to-Operation:
Documents may begin to be shared within 2 weeks of
agreed start date.
Feature Description Competition
Misys Connect
HIE-in-a-Box™ NwHIN Direct
SOA-based Architecture 3 3
Integrated Healthcare Enterprise (IHE) Profile Support 3 3
Patient Identity Resolution 3 3
Record Locator Service (RLS) 3 3
Document Repository 3 3
Audit Record Repository 3 3
Longitudinal Patient Record 3 3
Clinical Portal 3 3
Clinical Data Repository (CDR) for discrete data display 3 3
• Allergies 3 3
• Medications 3 3
• Lab Results 3 3
• Immunizations 3 3
Role-Based Access Control 3 3 3
Privacy (HIPAA compliant) 3 3
Policy Engine (Patient Consent, BPPC, Break-the-glass) 3 3
Security (Authentication, Authorization, Access and Audit) 3 3
System Administration and Configuration 3 3
NwHIN Gateway 3 3
Secure Messaging 3 3 3
Patient Access to Clinical Summaries 3 3
Support Single-Sign-On 3 3
Support SAML 3 3
Provider Registry 3
System Monitoring and Load Balancing 3 3
Passed IHE Connectathon Tests 3
Connect™
HIE-in-a-Box™
HIE-in-a-Box™
HIE-in-a-Box™
Connect™
Connect™
Connect™
HIE-in-a-Box™
HIE-in-a-Box™
HIE-in-a-Box™
Connect™
Connect™
Connect™
HIE-in-a-Box™
HIE-in-a-Box™
Connect™

Solution Sheets
and Case Studies
CLIENT:
KnowledgeAdvisors
SERVICES:
• Brand Refresh
• Program Icon Development
• Copy Writing and Editing
Leading Networking
Solutions Corporation
KnowledgeAdvisors Case Study
Challenge
A leading Network Solutions corporation and its channel
partners have a standardized process for collecting
training evaluation and customer satisfaction data for
the corporation’s training events held across the world.
The group responsible for managing channel partner
relations wanted to use this data to help them effectively
manage their business and prove the value of training.
After several iterations, the team found that they lacked
sufficient analysis expertise to fully utilize their data to
drive effective decision-making.
Solution
KnowledgeAdvisors identified the key decisions that
the channel partner team needed to effectively manage
their business, then developed a customized analysis
framework and presentation format based on these key
decision-points. The analysis framework is updated
quarterly, analyzed to find meaningful insights, then
presented to the leadership team to inform and drive
decision-making.
Results
KnowledgeAdvisors helped this network leader shift
its focus from high-level satisfaction data to a blended
approach, focusing on the effectiveness and impact of
training to drive client behavior and purchase decisions.
The corporation’s Channel Partner team now has access
to partner-level performance data to help them effectively
manage their client relationships. In turn, the organization
has created a partner award and certification program that
includes this performance data.
Metrics that Matter®
Custom Quarterly Analysis
View more video case studies on our website at
www.knowledgeadvisors.com
KA-Consulting-Case-Study-Networking.indd 1 2/13/14 9:30 AM
sales@knowledgeadvisors.com
800.561.3341 (within the U.S.)
+1.312.676.4400 (worldwide)
Continued...
Talent development professionals around the world use Metrics that Matter®
to
help them measure and improve the impact of their programs. They trust the rich
data, dashboards and executive reports within MTM to help drive data-driven
decisions that impact the future of their organizations.
But what if the most crucial pieces of
that data were available at the click of
a button, getting you exactly the right
information at exactly the right time to
help drive meaningful action exactly
when it was needed the most?
What if Metrics that Matter®
could tell
you which decisions about your talent
development programs will help drive the
greatest positive impact?
Introducing Instant Insights
Instant Insights is a prescriptive guidance
tool that uses Metrics that Matter®
(MTM) data to diagnose levels of scrap
learning (learning that is not applied
on-the-job and therefore becomes
an expensive waste of resources) and
provide recommendations for how to
reduce its occurrence.
A core part of all Metrics that Matter®
subscriptions, Instant Insights
automatically analyzes and roots out
scrap learning in the talent development
process and provides a succinct
summary with recommendations on
how to elminate it, ultimately saving
clients money.
From talent analytics across the entire
employee life cycle, Metrics that Matter®
allows you to capture a tremendous
amount of data to fuel the decision-
making process.
Instant Insights makes it easier to find
the most vital data you need to make
decisions that have the greatest impact
on the reduction of expensive scrap
learning.
At no additional charge to Metrics that
Matter®
subscribers, Instant Insights will
allow clients to easily:
• Summarize data: MTM calculates
scrap learning by subtracting the
average percent applied to the job
from 100 by asking the question
“What percent of new knowledge and
skills learned from this training do
you estimate you will directly apply to
your job?”
• Compare to benchmark: MTM
compares the summarized data
calculated in the previous step and
compares it to other organizations’
performance. Users can configure the
most appropriate benchmark for you
using “Set Benchmark” on the “My
Settings” tab of your account.
• Monetize business impact: Potential
cost savings over the next year are
automatically calculated by MTM
by looking at: 1) historical training
volume; 2) a configurable dollar
amount; and 3) scrap percentage.
Instant Insights
View more video case studies on our website at
Global Technology
Company
KnowledgeAdvisors Consulting Case Study
Challenge
The Sales Enablement Team of a Global Hardware
Virtualization company was challenged to quantify the
impactofseveraltrainingandcertificationprogramsinorder
tojustifytheexpenseanddevelopstrategicinvestmentplans
for the future.
The programs were designed to ensure not only technical
expertise and the ability to communicate with potential
clients but also critical sales/selling skills. Business leaders
regularly challenged the team to quantify the impact: “We
arepoundedonadailybasistocompareresultsofwhowent
through training to those who didn’t”.
Solution
The Global Hardware Virtualization company engaged
KnowledgeAdvisors to:
• Develop testable hypotheses to address core business
questionsandaclearlogicmodelofhowtalentprograms
are affecting sales outcomes.
• Identify causative factors (e.g., competency attainment,
training, team engagement, incentives structures and
reportingrelationships)thatareresponsibleforvariation
in sales performance.
• Buildcustommultivariateregressionmodelspecifications,
toidentifystatisticallysignificantpredictorsandquantify
the strength and size of those relationships through
rigorous statistical testing.
Results
• Established that certain training and certification
programs can help explain a significant amount of sales
outcome variations.
• Identified4programsthatwerestatisticaldriversofsales
outcomes while several others were not thus helping the
client prioritize investments and future enrollments.
• Found that one training program’s “Bootcamp” out
performed the “condensed” version by a factor of 3 to 1
• Found that the most costly training program increased
average sale size by 75%, far exceeding the cost of the
program.
“We are pounded on a daily basis to
compare results of who went through
training and those who didn’t.”
Predictive Analytics
KA-Case-Study-Global-Tech.indd 1 2/13/14 9:57 AM
Description
This presentation will define ‘Big
Data’ and its impact on organizational
decision-making. It will then focus on
defining talent development processes
that house big data and identifying data
sources and classification of metrics to
transform data into wisdom through
timely, credible, predictive analytics.
During this presentation, you will learn
about:
• Big Data and how it impacts business
• Talent development processes and
sources of data
• Metric classifications for learning and
talent development
• Tools and techniques to use data for
decision making
Agenda
1:00 - 1:15 pm Register and Check-In
1:15 - 2:15 pm Big Data is
Transforming Learning
and Talent
Development
2:15 - 2:30 pm Break
2:30 - 3:15 pm Overview of Talent
Analytics Solutions
3:15 pm Adjourn
Learn how Big Data impacts
organizational decision
making in a Big Way. Discover
how to harness it’s power to
gain wisdom through credible
and predictive analytics.
Don’t Miss a
FREE Briefing
on Big Data
How Big Data is Transforming Learning
and Talent Development
Feb 20, 2014 | 1:00 - 3:15 pm
Realogy International Headquarters Amphitheater
175 Park Ave. | Madison, NJ 07940
For more information and to register, visit:
knowledgeadvisors.com/new-jersey-feb20-briefing/
brought to you by...
Business Executive
Summary Report
Learning Executive Reports
LD Summary
Report
Extract, Convert and Calculate Standard Measures
Business
Outcomes
Executive
Reports
Statements
Data Sets
Data
Sources
port
B
Business
Outcomes
Statement
LD Program
Reportport
Learning
Effectiveness
Statement
LD Summary
Reportport
Learning
Efficiency
Statement
O
Effectiveness Efficiency
Financial
Data
Evaluation
System
Other Sources
(e.g. HRIS, ERP, CRM)
Learning
Management System
NY-Briefing-Flyer-0214.indd 1 12/29/13 10:48 AM

Corporate
Brochure
CLIENT:
KnowledgeAdvisors
SERVICES:
• Art Direction
• Copy Editing
Consulting
ServicesMetrics that Matter®
1 | KnowledgeAdvisors Consulting
Experts in
Talent Analytics
3 | KnowledgeAdvisors Consulting
Building real analytics talent can take time, and even well-
respected organizations can struggle to hire, train, and develop
the right people to do the job well. Many organizations simply do
not have resources, time, or skill set to analyze their learning and
talent data.
According to a 2011 McKinsey Report, by 2018 there will be a
shortage of up to 190,000 data scientists, and over 1.5 million
managers who have analytics capabilities. This shortage of talent
will make it even harder for organizations that are having a hard
time filling analytics roles with qualified personnel.
That’s why KnowledgeAdvisors offers a Big Data Analysis offering,
with the technology, consulting expertise and hard-won insight of
the world’s leaders in talent analytics.
Our seasoned analytics consulting and technology team can
bring decades of combined experience in this arena to your
organization without requiring you to hire, train, and onboard a
dedicated Big Data resource.
We can help you answer seemingly impossible questions about
your data, bringing real value and insight to the volumes of
information you store on your human capital.
Our Big Data Analysis Services Include:
• Consultation on what data sets matter to your organization
• Recommendations on how to make the data connections you
need with your organization’s technical infrastructure in mind
• Customized dashboards tailored directly to your organization’s
key performance indicators
• Executive-level presentations delivered to your organization’s
executives, C-suite or Board
Big Data can create massive value, but only with the right team,
guidance, and technology. Let KnowledgeAdvisors help you deliver
critical insights with our Big Data Analysis Services without the risk
of building your own internal Big Data team.
Big Data
Analysis
Predictive Talent
Analytics
You have developed a great foundation of talent measurement
and reporting capabilities but stakeholders are starting to ask
tougher questions. They want to know what is driving talent
and business outcomes. How do you respond with the rigor
and sophistication needed to tackle the highest strategic
analytic needs of the company?
KnowledgeAdvisors’ talent analytics experts help you answer
the toughest questions, statistically testing the relationships
between your talent programs and the outcomes the business
cares most about. We help you quantify the value of your talent
programs, build the business case for future investments and
predict the likely outcomes.
KnowledgeAdvisors’ experts in talent data and statistical
modeling will help you:
• Develop testable hypotheses to address core business
questions and a clear logic model of how talent programs
are affecting outcomes
• Identify the data requirements and work with your teams to
extract the data required for modeling
• Leverage advanced multivariate regression techniques, we
will develop custom model specifications
• Identify the strongest predictors and will quantify the
strength and size of the statistical relationships identified in
the models
• Develop the interpretation of the results using data
visualization and scenario based examples. All insights will
be developed in business terms and language you can take
to your executive sponsors
Predictive Talent Analytics by KnowledgeAdvisors’ positions
you to answer with rigor and precision the tough questions:
Which program should I invest in? If we focus on one area
what is my likely performance improvement? Where are the
weak spots in our talent lifecycle? We can help inform strategic
decision making and help position talent programs as key
business drivers.
www.knowledgeadvisors.com | 2
KnowledgeAdvisors talent measurement experts help organizations better allocate their talent
investments through practical talent measurement strategies that allow for faster, more accurate,
data-driven decision-making.
At the core of KnowledgeAdvisors’ Consulting offerings is the
development of solid, proven, measurement strategies. From
readiness assessments to comprehensive talent measurement
strategies, we offer several approaches tailored to your current
level of measurement maturity.
Readiness Assessment
KnowledgeAdvisors helps determine the readiness of
your organization to adopt sustainable measurement
and evaluation capabilities across roles, audiences, and
demographics. This assessment identifies potential areas of
adoption and gaps in capabilities.
Evaluation Plan
The KnowledgeAdvisors learning evaluation plan focuses on
understanding stakeholder data needs, the current curriculum
structure, and how best to measure the curriculum to meet
those needs.
Measurement Strategy
This valuable strategic document maps out your current
learning methods and major curricula, and aligns a
measurement approach that will meet your stakeholders’ data
needs. We help you develop key performance indicators (KPIs)
to align with efficiency, effectiveness, and outcomes to ensure
a return on your learning investment.
Measurement Strategy
Once a strategic direction for talent measurement and
evaluation is established, we create a roadmap which outlines
the journey and implementation to achieve sustainable
measurement capability that will be used for business decision
making and drive value.
Our talent analytics experts help you understand the steps
required to create and manage the measurement function
as a business, defining success criteria in expanding your
organization’s measurement capability and achieving the
stakeholders’ business outcome metrics.
We Reduce Risk
KnowledgeAdvisors reduces risk for our clients with a proven
roadmap that maximizes the value of talent measurement programs,
while utilizing your organization’s time and resources in the most
efficient manner possible.
KnowledgeAdvisors consultants help clients answer key questions
like “Where do we start?” “What should we measure?” and “How do
we know it’s working?” We provide step-by-step guidance to assure
talent measurement success.
Whether you’re already a user of Metrics that Matter®—our flagship
talent analytics software—or simply beginning to use talent
measurement to improve performance, KnowledgeAdvisors offers
consulting solutions to suit your organization’s needs.
Assess, evaluate and measure
Consulting Services
Assessment Services
KnowledgeAdvisors provides researched and validated
assessments that can help you build effective leaders
and employees. Our talent experts can help you assess
performance or competency, assist with succession planning
by identifying high performers, and help with action
planning to improve performance.
We offer a wide variety of assessments, including
competency, which align to your departments and
organizations; and performance, which helps assure that
people have the capabilities to do their jobs.
Our comprehensive talent development needs assessment
helps your organization:
• Identify critical proficiency gaps at a granular level and
prioritize for talent development efforts
• Ensure you’re just not closing current skill gaps, but
planning for future gaps as well.
• Pinpoint the most critical proficiency gaps and
recommend solutions to share with stakeholders through
expert analysis and reporting.
KnowledgeAdvisors assessments can help optimize your
workforce by understanding where they are at and where
they need to go.
Discover, develop and excel
Impact Studies
Do you know how your talent program is impacting your organization? Can you tell which programs are
most successful and are increasing business performance?
KnowledgeAdvisors Impact Studies help you create a
comprehensive view of the effectiveness and impact of talent
programs, allowing you to determine which program components
are effective or most predictive of successful business outcomes.
By creating a direct line of sight from your program to business
objectives, you can shift the focus of the conversation from opinions
and gut feelings to data-fueled decision-making grounded in
scientific rigor.
knowledgeadvisors.com
NORTH AMERICA
KnowledgeAdvisors, Inc.
222 South Riverside Plaza
Suite 2050
Chicago, IL 60606
+1 800 561 3341 (within the US)
+1 312 676 4400 (worldwide)
+1 312 676 4401 (fax)
ASIA-PACIFIC
KnowledgeAdvisors
#10-06, TripleOne Somerset
111 Somerset Road
Singapore 238164
(65) 6505 2091
EMEA
KnowledgeAdvisors, Ltd.
45 Moorfields
Moorgate, EC2Y 9AE
+44 (0) 207 997 7356
sales@knowledgeadvisors.com

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