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1. All Hands Meeting
June 2015
VIVID VISION

2. Choice Mission
To guide & inspire organizations to
operational excellence through their
people and process

3. Our office continues to be an open,
collaborative environment but we have
outgrown our space and have expanded in
our building to at least double the size
Clarity of vision and all aligned around this
vision
Culture of teamwork and opennessWe are consistently listed as a best place to
work in Alpharetta / Atlanta
Have a team of “A” players who want to be
at a high performance / high culture
company and want to grow
We have the best benefits and pay in the
industry and we can afford it because “A”
players produce 2X results of “B” players
Culture
We have a team that has fully adopted
around our core values and all decisions
are made around them:
Deliver Wow
Addicted to Accuracy
Own it
Lead and embrace innovation
Attitude of gratitude
Have a little fun

4. Meeting Rhythm
Daily huddles have become the
backbone of our business in all
functional areas
Weekly team meetings have a specific
agenda and are high performance
meetings that help to drive the metrics
we are all aligned to
Monthly leadership meetings are designed
to hold teams accountable to the strategic
plan. Some team leads will be invited to
these meetings to present results which
also allows leadership training
opportunities for future leaders
Quarterly all hands meetings are
designed to communicate where we are
related to the strategic plan and to be
transparent to whole team
Annual strategic planning off site which
will include leadership team and some
additional team leads for charting
direction

5. Leadership
Leadership models all desired
behaviors at all times
Primary role is to remove
unnecessary processes and
roadblocks
Because we only hire high performing
“A” players, only minimal processes
are required
A fully engaged team of “A” players
means the company leadership has no
need to micro manage and are freed
up to help their teams produce great
results and to help execute the
strategic vision
Our leadership team and all team
members are religious about our core
values and those that do not exemplify
them are quickly identified and asked
to leave. We are not soft or apologetic
about this because this is our
foundation.

6. Clients
We target X – Y employee companies that
value their employees and value what we
do.
The smallest client is no less than $XK
annual revenue and the largest does not
provide more than 5% of total revenue of
the company
The businesses of our clients are solid and
growing
Our sales team takes special care to bring
in solid companies that will help to
improve the value of Choice Payroll
We do not accept “mean” employees and
therefore we do not accept “mean” clients
Our clients love us and speak highly of us
regarding our expertise and our service
20% of our new clients come from
existing client referrals
Because of our core value of innovation
and our focus on high performance, we
no longer sell low revenue / high service
clients. We offer self service for small
clients that just need a platform and we
only offer full service for very large
revenue clients

7. Partners and Vendors
We treat our vendors and partners
as well as well as our employees and
clients because they are the
backbone of our business and we
need them as much as they need us
We do not always pick the cheapest
vendor partner but we pick the best
value. We value our partners but will
always be looking to make sure we
have the best partners/vendors for our
business

8. Technology
One of our core values is lead and
embrace innovation so we are
always looking for the best
technology to bring to our clients
We will never say, “that is the
way we have always done it”.
That is death to a company. We
will be open to new ways when
necessary to service our clients
We will not adopt new technology
just because it is cool but only when
it makes us better for our clients

9. The NumbersWe generate $XMillion in annual
revenue
We generate 25% net profit
margin on that revenue, or
$Xmillion
We share 25% of that profit
with our employees when goals
are met so there is a feeling of
ownership of the company
Because our balance sheet and income
statements are so healthy, we are still privately
owned. Any outside debt is due to expansion
opportunities and not out of necessity. Our
banking partners love us and will work with us
on traditional debt if we desire expansion

10. Our Brand
We are known in the local market as
the best in class in the HCM space
with regards to technology but even
more importantly with regards to
implementation, expertise and service
We are known as a best place to work
in all local markets we are in
We make no apologies for pricing because
we are confident in what value we provide
for our clients and we provide them with a
value statement that we can back up
Clients love to talk to our employees
because they are knowledgeable an friendly
and love to help our clients become better
at what they are doing. We “guide and
inspire” in all we do for our clients

11. Recruiting and Training
We are a sought after employer and
have no shortage of prospective
employees in our pipeline
Our leadership team is always
looking for great people and our
employees refer their best friends or
people who would add great value
Our interviewing process is consistent,
specific and efficient. Prospective
employees know what their status is at
all times
We only bring in “A” players who
want to grow and have a sense of
curiosity and desire to learn and
figure things out
We are totally OK with training
future leaders for other companies
when we do not have a higher level
position available for them. We only
hire motivated, energetic team
players

12. Sales
We have a team of highly motivated,
knowledgeable HCM consultants that look
after the best interest of the company and the
clients
Quota is the lowest number the team strives
for. They are not happy unless they blow it
out and hit accelerators
The sales team only invites great companies
in as clients knowing that bad clients equal
frustration and financial losses for the
company and its employees

13. Operations
We have a team of highly motivated
experts that love to help clients
implement and use our system
The clients ARE our business and not in
the way of it
We have great technology that is easy
to use and helps the team do their
jobs better instead of getting in the
way
Every team member is always looking
at how to do their jobs better and is
motivated to figure things out. We are
a resourceful team
Teamwork is the key to success. We support each
other and are not jealous of each other. We love
being a high performing team. Weak players will
not be tolerated and neither will “culture killers”.
High performance is not an excuse for poor culture
fit

14. CommunityAttitude of Gratitude is one of our core
values and we have begun to really live it
We give back to our community by
volunteering some of our time as a team
to specific causes that we vote on
We are known in the community and
sponsor some great events

15. We Celebrate
We live by the work hard / play hard
mantra as is exemplified by our motto
of High Culture / High Performance
Because of this, we set high goals and
we celebrate when we hit them
We have fun as a team and like to
spend time together when possible
We set monthly goals that we
celebrate on Fridays and we set
quarterly goals that we celebrate with
larger experiences