March 28, 2011

Ms. Tara Azulay

Altis`excelHR
330 Bay Street
Toronto, ON M5H 2S8
Dear Ms. Azulay,
It was a pleasure meeting you at the Human Resources Professional Association networking event on March
25th, 2011. As we were discussing, at Mistica Managerial Development (MMD) we provide companies with
training and development strategies to improve their manager skills and abilities. Mistica Managerial
Development is pleased to submit the following development plan for a five-day on-site workshop course
aimed at improving the leadership and managerial skills of your team leaders.
Upon approval, our company is prepared to implement the plan outlined below at whichever date works out
best for altis`excelHR. We can modify the plans according to your needs and appreciate any suggestions or
comments.
Background and Purposes
We understand that your company has been named Canadas 50 Best Managed Companies and congratulate
you on that accomplishment, but at Mistica Managerial Development aim to help your company even further
by giving your team leaders new motivation and skills to further succeed. By giving them the skills to
motivate their teams, your team leaders will feel energized and be more productive, leading to better
performance as a company. Through situation-based training, group activities, and one-on-one feedback,
your team leaders will be involved with real situations and be trained on how to deal with them. This handson experience will better prepare them for the large array of situations that may occur in the workplace.
Proposed Plan and Benefits
From our experience, Mistica Managerial Development has found an effective way to implement a 5-day
plan to give your team leaders new skills and abilities. We propose the following plan to maximize
productivity and effectiveness:
Orientation: All participants can only work effectively as a team once they are acquainted with one
another. Our unique orientation program will allow all participants to establish a basic level of trust and
friendliness that will allow them to feel comfortable in a learning environment. At the start of each day, each
participant will split off into a small group that will differ every day in order to learn more about each other
in a small team setting. By the end of the plan, they will feel comfortable with each team leader and can
work effectively with one another.
Presentations: All participants will learn from a company representative the theories necessary in
order to succeed as a leader. This will allow visual and auditory learners a chance to absorb knowledge and
learn the basics in an effective manner.
Workshops: Participants will have the chance to work in small teams to experience simulations
that will allow them to utilize the knowledge that they have learned. Roles will switch, as team leaders will
know what it feels like to be the ones giving orders as well as taking orders. This will lead to a team that has
emotional intelligence as well as a broader view of project management.
One-on-One Feedback: Due to the fast-paced and tightly packed plan, questions will arise from
participants. Feedback coaches and support staff will be available with all teams in order to effectively
manage time and provide timely feedback to participants. Attentive and informed staff of Mistica
Managerial Development can address any questions right away.

ExcelHR and AltisHR

Course Outline: The following outline is the proposed day-to-day schedule of the 5-day project. Each day
will correspond to a particular subject, with the 5th day being a review day where participants can utilize all
of their knowledge in a competitive case.
Day 1: What drives you?
Orientation: Goals (Individual,
Department)
Presentation: Setting Big Goals
Workshop: Goal Setting

Day 3: Leadership by Situation

Orientation: Follow the Leader

Day 2: Maximizing Potential

through Teams
Orientation: Strengths and
Weaknesses
Presentation: Maximize Strength,
Minimize Weakness
Workshop: Team Synergy

Day 4: Dealing with

Roadblocks
Orientation: Troubleshooting
Presentation: Importance of
Deadlines and Dealing with
Problems
Workshop: Difficult Situations

Workshop: Situational Leadership

Presentation: Four Leadership
Styles

Day 5: Team Leader Summit

Case
Orientation: Executive Briefing
Presentation: Cumulative Review
Workshop: Staffing the New World

Staffing and Qualifications: Mistica Management Development has earned a reputation for being an
industry leader in developing human potential within organizations. Our executive team has a combined
amount of 50 years in the field of training and development and work closely with our support staff in
making sure our clients are happy with our services. Our previous clients include Wal- Mart, Best Buy, and
Vector Marketing. Our clients report a significant drop in management role turnover as well as increased
employee engagement. Mistica Management Development conducts an end-survey for all participants a
month later to evaluate the results of the program on employee engagement and retention rate. A full client
list can be seen at http://www.misticamanagement.com.
Cost: This 5-day plan can accommodate a minimum of 10 participants and up to 40 participants and will
cost $150 per participant. Our company provides all equipment and a complimentary lunch will also be
provided to all participants.
Authorization: Upon approval, Mistica Management Development will ensure your team leaders will
benefit from this plan and have increased motivation and have the skills and abilities to lead a team more
effectively. I look forward to discussing the details of this proposal with you and answering any questions
you may have. The price in this offer is in effect until June 31st, 2011.
Sincerely,

E. Kevin Mistica
E. Kevin Mistica
President
Mistica Management Development

ExcelHR and AltisHR

Formal Report by: Ernest Mistica

April 5, 2011

excelHR and altisHR

ExcelHR and AltisHR

Letter of Transmittal
To: John Doe, Board of Directors
From: Ernest Mistica, President
Subject: Assessment of Training and Development Program (altis`excelHR)
Date: July 31, 2011
I have attached the formal report of the altis`excelHR 5-day plan that was implemented on April 2nd, 2011.
The report includes participant registration levels, revenue distribution, variable and fixed expenses, course
curriculum design, and post-evaluations of the plan.
Although the program has been implemented and was a huge success, the financial position we were put in
after is a concern. The costs included with implementing the course was very high which resulted in a lower
profit margin. Going forward, Mistica Management Development should consider lowering expenses and
possible raising the price for the program. A detailed recommendation is included in this report to give ideas
to Mistica Management Development in order to create a bigger profit margin.
We have also received feedback from altis`excelHR and from our support staff who worked closely with the
participants. We have incorporated this feedback into our recommendation and welcome you to add your
own comments on this. Please let me know if you have any questions or if you need any further information.
I may be reached at (416) 765 3028 and by email at <Ernest@MMD.ca> . I look forward to discussing the
report recommendations and your comments.
Sincerely,

E. Kevin Mistica
E. Kevin Mistica
President
Mistica Management Development

ExcelHR and AltisHR

Table of Contents

Executive Summary Page 6

Introduction Page 7
Participation Registration Levels Page 8
Revenue Distribution Page 9
Expense Report Page 10
Course Curriculum Design Page 11
Post-Evaluation Page 12
Conclusion Page 13
Recommendation Page 14
References Page 15
Appendices Page 16

ExcelHR and AltisHR

Executive Summary
An evaluation of how we do business at Mistica Managerial Development has led to this formal report of our
altis`excelHR project on April 2nd, 2011. The purposes of this report are to:
1. Evaluate our labor supply and model to accommodate more participants.
2. Recommend modifications to our current expense models to ensure greater profit margins
Mistica Managerial Development made the 5-day Training and Development plan that gives team leaders of
companies the skills and abilities to effectively lead a team in 2008. After realizing that many companies
had huge turnover numbers that were effecting company performance and employee motivation, Mistica
Managerial Development created this program to empower the employees at companies that they could be
more engaged in their respective companies.
By evaluating the participation registration levels, revenue distribution, expense report, course curriculum
design and post-evaluation, we came up with the following recommendation:
1. Increase labour supply in order to accommodate more than 40 participants.
2. Increase price per participant for companies to better account for food and technology costs
3. Cut costs for logistic operations. Cheaper food solutions, cut travel costs, work on-site.
4. More effective course curriculum to cut costs.

ExcelHR and AltisHR

Introduction

Mistica Management Development was created on June 31st, 2005 with the hope to build
human potential within companies. With the use of orientations, presentations, workshops
combined with on-going and one-on-one support, we have developed an effective system on
training and developing team leaders within organizations. The participants in the
program learn to effectively run a team using the skills and abilities that they learn in the
workshops.

Hope to build human potential within companies

This report is an in-depth analysis of the 5-day training and development project done
with altis`excelHR. We have included the attendance records, revenue/expense reports,
the curriculum design, as well as feedback that we received at the end of the project from
altis`excelHR employees.
Our sources and methods of collecting data included;
> Spreadsheets of revenue generation
> Spreadsheets of all expenses
> Day-by-day timetables for the course
> Employee View Surveys
> Meetings with executives to discuss plans
We at Mistica Management Development hope that this report suffices. In case you have
any question, we can be contacted by e-mail at <Ernest@MMD.ca>. Thank you for your
interest in Mistica Management Development.

ExcelHR and AltisHR

Assessment of the altis`excelHR Training and Development Program

Participation Registration Levels

Participants 40
Registration $150
Price
Total

$6000

Revenue

Participation Level Sales

Participants (Left)

Sales (Right)

Actual

40

6000

Maximum

40

6000

Minimum

10

400

Upon further inspection, Mistica Management Development has opportunity to increase

revenue by increasing capacity for participants. By increasing staff by 5 to accommodate
10 more participants, we can achieve increased revenue by $1,500. This can allow our
clients to be more flexible in choosing staff that can go to through our program and make a
bigger impact on their organization.

ExcelHR and AltisHR

Revenue Distribution

The revenue that was gained from the altisexcelHR training and development program was distributed into
various streams of the business. In order to see the different streams of the business that the revenue was
distributed in, here are the financial results of revenue and profit.
Balance Sheet from altisexcelHR Program
Participants

40

Cost per Participant

$150

Gross Profit

$6000

Logistic Costs

$400

Marketing Costs

$300

Supplies Costs

$200

Gift Costs

$100

Labour Costs

$3840

Total Costs

$4840

Net Revenue

$1160

Mistica Managerial Development received $1160 in revenue from the altisexcelHR project. From this net
revenue, a bonus to employees was given at $25 per person. This incentive was placed at Mistica Managerial
Development to satisfy and motivate employees as well as reduce turnover. However, when this cost is
deducted the real net revenue from the project is now $960. The remaining amount was considered profit
and will be used for budgets for future projects.

ExcelHR and AltisHR

10

Expense Report
At Mistica Managerial Development, we try and give our clients the most engaging experience in order for
them to grow professionally. We offer food services to keep participants in the same closed environment and
to encourage them to mingle with each other during breaks. Technology is an important part of Mistica
Managerial Development, as we try and use the most up-to-date technology in order to keep up with a
workforce that requires modern technology to keep fully engaged. We have included a list of all the expenses
related with the project.

Logistics Costs
Food

Marketing Materials

Supplies

Gifts

10%
20%

40%

30%

The costs for food for the 5-day program proved to be 40% of the total costs at $400. Because there was a
maximum capacity, the cost per participant for food was $10 per day. Although this is a reasonable amount,
given our budgets for the program the food cost proved very high. By dividing $400 by the 5 days, it results
in an $80 per day budget. Unless we find a better deal to feed 40 people, we should consider cutting the food
supply. It will save $400 in expenses and allow people to go out into their environment and spend money on
food that they might like better.
The technology costs were also expensive. Since Mistica Management provides all the technology for all
projects, our inventory is full of industry standard technology that allows us to fully utilize modern projects.
Our projects utilize the use of:
- Laptops (Dell Precision M4500 Mobile Workstation) and Projectors
- Sound Systems (PAs, Microphones)
- Camera Equipment (Video-cameras for marketing purposes)
The top-of-the-line technology allows Mistica Management Development to retain a competitive advantage
by allowing us to give top quality projects using modern technology to engage and inform our clients. For
this project we did not spend extra money to buy new technology as it was all on-hand.

ExcelHR and AltisHR

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Course Curriculum Design

Mistica Management Development has created a 5-day plan that consists of orientations, presentations,
workshops, and constant support. Throughout the 5-day plan, support staff is available for feedback and to
answer questions for participants. The plan consists of a daily routine where participants are involved in a
visual, auditory, and kinesthetic matter. This was the day-to-day outline of the plan.

Day 1: What drives you?

Orientation: Goals (Individual, Department) (9am 10am)
Presentation: Setting Big Goals (10am-12pm)
(Lunch 12-1pm)
Workshop: Goal Setting 1-5pm (Break 2:30-2:45pm)
Day 2: Maximizing Potential through Teams
Orientation: Strengths and Weaknesses (9am 10am)
Presentation: Maximize Strength, Minimize Weakness (10-12pm)
(Lunch 12-1pm)
Workshop: Team Synergy 1-5pm (Break 2:30-2:45pm)
Day 3: Leadership by Situation
Orientation: Follow the Leader (9am 10am)
Workshop: Situational Leadership (10-12pm)
Lunch (12-1pm)
Presentation: Four Leadership Styles (1-5pm)(Break 2:30-2:45pm)
Day 4: Dealing with Roadblocks
Orientation: Troubleshooting (9am 10am)
Presentation: Importance of Deadlines and Dealing with Problems (10am 12pm)
(Lunch 12-1pm)
Workshop: Difficult Situations (1-5pm)(Break 2:30-2:45pm)
Day 5: Team Leader Summit Case
Orientation: Executive Briefing (9am-10am)
Presentation: Cumulative Review (10am12pm)
(Lunch 12pm-1pm)
Workshop: Staffing the New World (1pm-5pm)(Break 2:30-2:45pm)

ExcelHR and AltisHR

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Post-Evaluation
After we had finished the project at altis`excelHR, Mistica Management Development went back a month
later to administer an Employee View Survey. All participants filled out a survey before and after the plan
and the change in answers showed a considerable increase in motivation and employee engagement.
Attached in the Appendix is a sample of the survey. In this section, the results will be aggregated into
graphical information.

Post-Evaluation Question
Responses
45
40
Axis Title

35
30

Strongly Disagree

25

Disagree

20
15

Neither

10

Agree

Strongly Agree

0
Question 1

Question 2

Question 3

Question 4

Axis Title

As seen in the results, a high satisfaction rate is shown for questions 1, 4, and especially 3. The participants
feel that their Mistica Management Development experience was organized, motivational, and enjoyable. A
concern that is noticeable is the 10 people unsatisfied with the relevance of the content to their jobs. When
developing a course curriculum, Mistica Management Development tries and include general team leading
roles and some specific example of how participants can apply knowledge to their knowledge. Going forward,
we may need to provide more relevance for these participants and engage them further. Otherwise, with
such a high number of responses claiming they strongly agree with each question this proves our clients are
receiving quality results from our services.

ExcelHR and AltisHR

13

Conclusion
Based on the results of the study, we have reasonable amount of data to suggest that the project was a
success. Altis`excelHR received a significant increase in employee engagement and motivation after the plan
was administered, and executives reported of having record contracts that month for clients of theirs who
needed staffing solutions.
As shown in the Revenue Distribution section, net revenue of $960 was made. A gross profit of $6000 was
achieved with maximum capacity for participants while a cost of $5040 were the deductions stated. Going
forward, plans to change our financial strategy when dealing with logistics may be followed.
The course curriculum was evaluated and seen to be effective. The detailed information in the breakdown is
sufficient to efficiently give our clients the best service that they deserve. The plan is also an action packed
week that keeps our clients engaged for 5-days.

Effeciently give our clients the best service they deserve.

Mistica Management Development

The information we received during the post-evaluation was valuable in receiving feedback from our
participants. We value feedback at Mistica Management Development and took the responses with respect
and confidentiality. We transformed the raw data into an interpretive plan for ourselves to further develop
ourselves. We hope that the plan of improving relevance for employees and making more on-site, real life
situations since participants did not feel strongly that the content of the plan was relevant to their jobs.

ExcelHR and AltisHR

14

Recommendations
Based on the information that we have found, we would recommend the following solutions.
Financial
1. Increase plan capacity size for participants to past 40. To achieve this, we will need to allocate more
support staff to handle the increased amount of participants. This increase in participation
registration levels will allow greater revenue generation. Revenue should be allocated to hiring more
staff to accommodate more participants in order to increase client satisfaction as well.
2. Cut down food costs or cut the food program entirely. This will save up to $400 that can be allocated
to other resources or saved for a future project.
3. Increase the price to register. The cost of $150 per person is a small profit margin for the company
considering the lunch provided is about of the total cost. Either the price to register has to go up in
order to counter costs, or a cheaper lunch alternative must be made.
Course Curriculum
1. The current course curriculum is time-effective and cost efficient. This plan should stay in place to
continue Mistica Managerial Recommendations logistical excellence.

Mistica Managerial Recommendations will not only increase revenues on many areas, but also increase
client satisfaction. We are doing well in many areas but increasing participation levels will increasing our
already excellent organized.

ExcelHR and AltisHR

15

Appendix
> Sample of Post-Survey
PROGRAM NAME: _____________________
DATE: ___________
YOUR NAME(optional): _____________________
OVERALL PROGRAM RATING (please circle):

1(Not Helpful At All)

2(Not Helpful)

3(Unsure)

4(Helpful)

5 (Very helpful)

What did you like best

What did you like least

What would you have liked to

about the program?

about the program?

spend more time on?

Please complete the following form to help up assess the training and development plan we have completed
with you. Your feedback is important to us and will be used in confidence in order to better help us
understand how to help future clients. Please circle the number that best expresses your reaction to each
item. We at Mistica Managerial Development thank you for your feedback.
Post-Evaluation Factors

Strongly

Disagree

Disagree

Neither

Agree

Strongly Agree

disagree
or agree

1. The program was well

organized.
2. The program was
applicable to my work.
3. The program made me
more motivated about my
work.
4. After the program, I felt
more happy to work at
altisexcelHR

ExcelHR and AltisHR

References
Meyer, Carolyn (1962) Communicating for Results [Second Edition]. Don Mills [CA]: Oxford University
Press. Pg. 385-400.
Cole, N & Dessler, G. (2010) Human Resources Management in Canada [Eleventh Edition]. Toronto [CA]
Penguin Group. Pg. 220.

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