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property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare. UnitedHealthcare Training & Development Performance . . . Results . . . Pre- eminence Third Quarter 2006 Review Training & Development Mission: To impact business results through performance-focused training solutions and services.

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UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence. Third Quarter 2006 Review. Training & Development Mission: To impact business results through performance-focused training solutions and services. Agenda. 2. 1. Function Overview. - PowerPoint PPT Presentation

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Page 1: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

UnitedHealthcare Training & DevelopmentPerformance . . . Results . . . Pre-eminence

Third Quarter 2006 ReviewTraining & Development Mission:

To impact business results through performance-focused training solutions and services.

Page 2: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Agenda

2. Review strategic alignment

4. Discuss 2006 initiatives

5. Highlight training statistics

6. Review satisfaction results

3. Identify challenges

7. Showcase recent projects

8. Review efforts to stay on cutting edge

2

1. Function Overview

9. Appendix

Page 3: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Training & DevelopmentFunction Overview

3

Business Process and Systems Skills

• Business impact through performance-focused training solutions and services

• Job-specific skills and knowledge for current position

• Business processes that meet a performance need

• Systems training that meets a performance need

Developing Excellence

• Top Talent Development• PLDP…MDP…Assimilation & Coaching

• Leading for Excellence• Grade 29+

• Managing for Excellence• Managers of staff

• Professional Excellence• All employees

• Strategic Excellence• Customized solutions for leaders/ managers and their teams

Page 4: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Driving to UHC Pre-eminenceQ3 2006

4

Solve the Affordability Problem

• Ambulatory Payment Classification – Network Administration – Jennifer Sawyer• diCarta v6/Emptoris – Network Technology – Steve Mueller• Contract Template Curriculum – Network Management – Barbara Stenger• Contractor Onboarding – Network Administration – Mark Allen• Inpatient Care Advocacy Curriculum – Inpatient Care Advocacy--Tony Kazlauskas• Hospital Certification – Network Administration – Mark Allen• New Contractor Onboarding curriculum – Network Administration – Mark Allen• PCSU Curriculum – Network Operations – Beth Calvin• Reimbursement Analysis – Network Administration – Jennifer Sawyer• Reimbursement Policy – Network Administration – Mark Allen• Senior Network Account Mgr Certification – Network Administration – Mark Allen• Unit Cost Reporting Template – Information Systems -- Charlie Jacoby• U-ROC – Network Management – Rosalie Puleo

Focus on the Consumer • Service Excellence – Golden Rule – Liz Greenamoyer

Capture New Markets • 2007 Certificate of Coverage – Product – Barry Dehlin• Automated Underwriting Project – Underwriting – Tammy Casey• Health Plan Installation Rep New-hire Curriculum – Ent Client Svc – Susan Wynn• Sales Incentive Forgivable Draw – Human Capital – Dan Cole

Page 5: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Driving to UHC Pre-eminenceQ3 2006

5

Build and Serve Distribution

• Account Manager New-hire Training – Service Account Managers – Jim Cronin• United Advantage: Elements of Health Insurance – Accounts – Kate Moher• United Advantage: Network Management – Key Accounts – Kate Moher

Drive a Culture of 6 Quality

• EIS Curriculum – Finance – Richard Rosenberg• Operational Excellence (various) – Business Process Quality Management

(BPQM) – Vince Sanchez

Execute with the Right People

• Leading for Excellence (4 courses) – Human Capital – Diane Haugen• Learning Map: Integrations and Migrations – Scott Burghoff• Managing for Excellence (17 courses) – Human Capital – Diane Haugen• Managing for Excellence – Key Accounts Field Management – Tammy Tucker• Managing for Excellence – Mid Atlantic – Regional Business Unit – Kevin Ruth• Managing for Excellence – PRIME Ops – Reed Bjergo• Open Forum – Dave Wichmann• Open Enrollment – UHG Human Capital – Bob Dapper• Professional Excellence (14 courses) – Human Capital – Diane Haugen• Recruiting for Excellence – Recruitment Services – Heather Cooper• Strategic Excellence – Golden Rule – Jim Becker• Strategic Excellence – Heartland States – Regional Business Unit – Bill Tracy• Strategic Excellence – Northeast Region – Regional Business Unit – Mike Turpin• Strategic Excellence – Pacific Region – Regional Business Unit – Steve Schmidt• Strategic Excellence – Public Sector – Tom Dameron• Strategic Excellence – Underwriting – Tom Choate• UnitedHealthcare Overview – Acquisitions – Scott Burghoff

Page 6: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

• 22 courses - 1,169 participants - 4.1/5.0 satisfaction

• Customized and delivered curricula for functional teams

• Evaluated on-the-job application: Leading Change, Leader’s Role in Retention and First-Time Manager 85% of respondents indicated that their performance improved as a

direct result of training.

6

Developing Excellence Statistics Q3 2006

Page 7: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

• Webcasts: Corrective Action, Crucial Conversations, DiSC, Execution, First-Time Manager, Leadership Pipeline, Leader’s Role in Retention, Leading Change and Managing Inclusion 450 participants 4.13/5.0 YTD overall satisfaction (Target: 4.2/5.0)

• Online courses: Compensation, Corrective Action, DiSC, Evaluating Performance, Financial Foundations, First-Time Manager, Leading Change, Leader’s Role in Retention and Leader’s Views and News: Ken Burdick 373 participants 4.10/5.0 YTD overall satisfaction (Target: 4.0/5.0)

• Classroom courses: Communicating Effectively, Crucial Conversations, Myers-Briggs, Navigating Transition and Situational Leadership 346 participants 4.44/5.0 YTD overall satisfaction (Target: 4.5/5.0)

7

Developing Excellence StatisticsQ3 2006

Page 8: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Developing Excellence StatisticsQ3 2006

Field Support/LOB 35%

Enterprise Solutions 28%

Clinical Advancement 8%

Segment Support 8%

Other 21%

Execution

Retention

CrucialConversations

LeadingChange

Leadership

Pipeline

8

Highest Attendance for Classroom and Webcast Courses

Department Representation

Grade 25 20%

Grade 26 28%

Grade 27 14%

Grade 28 19%

Other 19%

Managing for Excellence Grade Level

Grade 29 28%

Grade 30 17%

Grade 31 12%

SBL 13%

Other 30%

Leading for Excellence Grade Level

Page 9: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Developing Excellence StatisticsQ3 2006

Field Support/LOB 26%

Enterprise Solutions 23%

Segment Support 14%

PacifiCare 14%

Other 23%

Leader Views and News

Lead

ing

C

han

ge

Financial

Foundations

Eval.

Perfo

rman

ce

First-Time Manager

9

Highest Participation in Online Courses Department Representation

Page 10: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Client Projects Quarter 3 2006

Client Number of ProjectsQ3 2006

Hours Spent Q3 2006

T&D Resources Q3 2006

Account Management 11 449 8

Clinical Advancement 8 351 7

Customer Financial Solutions 2 155 3

Enterprise Client Services 6 525 8

FPG/Acquisitions 9 950 13

Health Care Economics 1 25 2

Human Capital 5 269 5

Network Operations 6 1150 13

Segment-Wide 31 1437 19

Small Business Case Installation 2 633 5

UHN 22 5893 25

UnitedHealth Group 8 563 8

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Page 11: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Training Statistics YTD 2006Business Process & Developing Excellence

Course Development 2006 YTD 2005 YTD Change

Int Ext Total Int Ext Total

Classroom 19 0 19 17 0 17 +12%

Webcast 32 0 32 11 3 14 +129%

Online 55 2 57 44 8 52 +10%

TOTAL 106 2 108 72 11 83 +30%

Job Aids/ Ref Guides 24 0 24 21 3 24 0%

Course Delivery Participants Hours

2006 YTD 2005 YTD Change 2006 YTD 2005 YTD Change

Classroom 1,152 1,371 -16% 11,151 10,708 +4%

Webcast 3,534 1,679 +110% 10,023 4,867 +106%

Online 16,074 12,137 +32% 12,583 10,554 +19%

TOTAL 20,760 15,187 +37% 33,757 26,129 +29%

UnitedHealthcare LearnWell Activity 2006 YTD 2005 YTD Change

Number of activities completed (Includes I&C, Orientation, BDD) 55,757 82,291 -32%

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UHC Required Courses Participants 2006 YTD Hours 2006 YTD Completion 2006 YTD

OpX Online 7,308 3,655 80%

Harassment Prevention for Employees 1,597 1,597 88%

Harassment Prevention for Managers 826 826 97%

Page 12: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Overall Satisfaction 2006 YTD Goal YTD

Classroom 4.4out of 5.0

4.5out of 5.0

Webcast 4.3out of 5.0

4.2out of 5.0

Online 4.1out of 5.0

4.0out of 5.0

T&D Participant Satisfaction YTD 2006Business Process & Developing Excellence

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Page 13: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Supporting the EnterpriseYTD 2006

13

• Human Capital Assimilation—Develop the approach and program for comprehensive onboarding and orientation training Phase II—Completed July 2006

• 2006 Open Enrollment—Develop the approach and program for educating employees on benefit selection and use Commercial—Completed September 2006. Deployed by Sponsor October 2006 What’s New—Completed October 2006 Employee Online Meetings—Completed October 2006 Medical Benefit Plan Training Updates—Completed October 2006

• 2007 Open Enrollment—Enhance existing online deliverables and/or create new training deliverables to support employees on benefit selection and use Scope slated for delivery by November 2007

Slated for delivery by March 2007• Compensation Practices—Build knowledge of compensation philosophy, practices, and

stock-settled stock appreciation rights Updated "Understanding Stock-Settled Stock Appreciation Rights" online course—

Completed April 2006 Updated "Understanding Compensation Practices" online course—Completed March 2006

• New Leader Assimilation Website—Develop an approach for onboarding and orienting new leaders in UnitedHealth Group Consultation/Definition of Web Site Requirements—Completed June 2006

Page 14: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Project Showcase 1 Developing Excellence Website

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Page 15: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Project Showcase 2 ASTD Training Certificate

• Purpose:

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Develop Best-in-Class Training Delivery Obtain Training Certification for all T&D Trainers Demonstrate strongest commitment to the Training Delivery

Centers of Excellence area of expertise Focus on continuous development and learning Address continuous process and practice improvement

Page 16: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Project Showcase 2ASTD Training Certificate

• Pay-off: Certified 100% of T&D staff Evaluated on current training style Developed strategies for adopting style best practices Implementing new training tips and techniques

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Page 17: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Project Showcase 3Graphic Design Mentoring Program

• Program Background/Goal: Increase the number of T&D eLearning Developers (from 60% to

100%) with graphic design capabilities Enhance the coaching and mentoring skills of the senior-level

graphic designers to become strong as creative directors for complex eLearning projects

• Expected Outcomes: A balanced and leveraged workload across the team because all

staff will be able to contribute to projects that require graphic design skills

A comprehensive graphic design program that includes the following:• Assessment and evaluation of baseline skills• Customized curriculum of core requirements• Customized training strategy based on development needs• Demonstration of acquired competencies through certification and completed

assignments’ evaluation• Continuous evaluation of trainee skill development • Continuous evaluation of mentor skill development

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Page 18: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Page 1 of 4

Assignment Objective: To evaluate the level of a participant's graphic design knowledge and skills by assigning them a hypothetical (typical) T&D project. The evaluation of the final deliverable will provide a baseline for the mentor to create a customized training plan that will enhance the participant's skills in graphic design. Sponsors: Maureen, Joe, Mary, Suz and Naresh - UnitedHealthcare Compliance Sponsor Request: Create a new online course for new hires in all of the Health Plan/Field offices. All new hires are required to complete a compliance course that describes the Internal Risk Management Program. Currently, this course is being trained via instructor-led webcast and we would like to move all the content online. In addition, the content will have significant changes to it because there will be a new program implemented in the next few months. We anticipate a total of 300-350 new hires per year that will be required to take this course. Purpose of the Course: As required by a variety of state statutes, (i.e. Arizona, California, etc), the course will need to provide employees with the knowledge to take a proactive approach in identifying areas of actual or potential risk and prevent injuries and damages, both physically and financially to both members and the organization. Required Design Deliverables:

1. Branding / logo 2. Develop a look and feel/branding and layout of the course. 3. Intro page design 4. Main module page design 5. Sub page design

• Trainees complete first graphic design assignment to assess their baseline skills.

Project Showcase 3Graphic Design Mentoring Program

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Page 19: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Project Showcase 3Graphic Design Mentoring Program

• Trainees present their first graphic design layout to mentors and manager.

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Page 20: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Project Showcase 3 Graphic Design Mentoring Program

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Page 21: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

• Mentors evaluate assignment

• Formal evaluation includes:

Score/strengths/ suggestions

Next assignment Next training course

Mentors certify trainees in course content

Trainee Evaluation Form

Project Name: Amberlee’s Risk Management Project Date: Assignment - 9/22/06 Review - 9/27/06 Designer’s Name: Amberlee Rossi Mentor’s Name: Suz Stiyer Score: 1 to 5 1 – Need Development

2 – Slightly Below Average 3 – Meets Average 4 – Above Average 5 – WOW – You are a SuperStar!!

Score Strengths Suggestions

Visual Appearance

3.5

You really thought about your client and the project and portrayed a theme throughout. Over all it was very appealing, clean, good looking and nicely laid out. All the image colors worked w/the interface colors.

Could have used more health related images instead of such sports risk images. On the sub page would not use the drop shadow and maybe add a some lines to increase the flow of the images.(will explain)

Layout 2.5

Good layout and great use of space. Good composition and using the element of thirds in your layout.

Have to always think about the size of the window you are creating for because it is difficult to fix your designs. The layout from the sub page to the Mod pages are quite different and the audio script might have some issues the way it’s built.(will explain)

Fonts 2.5

We like the blue, but the brown on the brown gradient maybe gets a little lost. Maybe it would be better to stick with a black or

Most times you don’t want to mix serif & san-serif fonts together. Always remember when you show a client mocks you want it to look like it would

Project Showcase 3Graphic Design Mentoring Program

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Page 22: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Mentor Evaluation Form Date: Mentor’s Name: Trainee’s Name: 1 Needs development Score 1 to 5 2 Slightly below expectations 3 Meets expectations 4 Often above expectations 5 Exceptional!

Category

Score Strengths Suggestions

1. My mentor collaborates with me and obtains input from the other designers to develop my training plan.

2. My mentor completes the courses along with me in order to facilitate our discussions and answer my questions about the specific course content.

3. My mentor meets with me on a consistent and regular basis to review progress and next steps (2-3 times a month at the least)

4. My mentor provides clear and concise directions and expectations for assignments and projects

Project Showcase 3Graphic Design Mentoring Program

• Trainees provide feedback to manager about their mentor’s coaching skills.

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Page 23: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

• Milestones:10/06 thru 11/06 Complete baseline evaluation of trainee design skills

11/06 thru 2/07 Complete certification in simple graphic design tasks

3/07 thru 6/07 Complete certification in medium-level graphic design tasks

7/07 thru 10/07 Complete certification in complex-level graphic design tasks

10/31/07 100% of development staff is fully capable of supporting T&D projects that require all levels of graphic design skills

and

Senior Graphic Designers have enhanced their coaching and mentoring skills to become more effective as creative

directors for complex eLearning projects (including audio, video, photography)

Project Showcase 3Graphic Design Mentoring Program

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Page 24: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Continuous Technological and Process Improvement Q3 2006

• Graphic Design Mentoring Program to enhance graphic design skills

• Internal training session on Captivate software for interactive simulations

• Increased functionality in the Project Management Automation application: user tools, Learning Map selection and communication resource

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Page 25: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

• Enhanced ID Studio: page navigation and script to support Flash Player 9.0

• Developed reusable bookmarking code for course development of online courses using ID Studio

• Internal voice talents completed audio coaching by an external voice coach

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Continuous Technological and Process Improvement Q3 2006

Page 26: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Staff DevelopmentQuarter 3 2006

Name Training Benefits

ID Team • Adobe Captivate 2 Webcast • E&I @ Work Lesson 7 – Information Security

• Use interactivity to support T&D online projects • Maintain the security of corporate information

assets and information technology systems

Training Team • ASTD Training Certificate • Achieve professional certification for entire training staff and incorporate new techniques, tips, and activities into industry best practices for delivery

Maureen Anderson

• IMS Session—The Art of Listening, the Power of Speaking: Sharpening Your Communication Edge

• Enhance leadership and communication skills

Darlene Betts • LearnWell Administrative Training • Create and maintain online courses in LearnWell to support the Operational Excellence customer

Linda Bigley • Presentation Skills Train-the-Trainer• PRIME Train-the-Trainer

• CDX Train-the-Trainer

• Acquire certification to deliver Presentation Skills training

• Enhance knowledge of PRIME system to support training initiatives

• Enhance knowledge of CDX system to support training initiatives

Deb Bordsen • New Employee Orientation Webcast • Conduct needs analysis and preparation of recommendations document for online course development

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Page 27: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Staff DevelopmentQuarter 3 2006

Name Training Benefits

Heather Davis • New Hire Training – 12 Courses

• ASTD e-Learning Instructional Design Certificate

• Establish an overall foundation for employment with UnitedHealthcare

• Achieve professional certification in e-Learning instructional design to support online learning strategies

Melissa Egenes

• Leader Views and News: Ken Burdick

• UHC’s Master Series: Leadership that Drives Performance

• Acquire best practices of great leaders during challenging times

• Drive performance and lead people for results

Kathy Enderle • Emptoris: Overview • Gain understanding of Emptoris system to support training initiatives

Grant Fritz • Six Sigma Black Belt Training

• Audio Coaching

• Gain in-depth knowledge of the Operational Excellence approach and Six Sigma Methodology to prepare Black Belt facilitator notes

• Strengthen internal audio recording capability to provide professional audio for online courses

Marcia Hagmayer

• Audio Coaching • Strengthen internal audio recording capability to provide professional audio for online courses

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Page 28: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Staff DevelopmentQuarter 3 2006

Name Training Benefits

Erin Harrington-Weller

• New Manager Orientation (4 courses)

• UnitedHealthcare’s Leading Change Online Training

• Legal and Compliance Interviewing

• UnitedHealthcare’s Master Series Leadership that Drives Performance w/ Chuck Bolton

• UnitedHealthcare’s Leader Views & News with Ken Burdick

• Menttium Program – Completed recorded webcast, self assessment, online profile and developmental goals. Participated in an interview with Menttium staff to be “matched” with a mentor.

• Uitlize UnitedHealthcare’s hiring & compensation and employee relation best practices and the HR Direct tools available as a manager to lead the project management team

• Guide employees through the change process

• Avoid legal pitfalls when interviewing job candidates

• Refine leadership to drive team performance

• Acquire best practices of great leaders during challenging times

• Learn about the Menttium program and assess goals to work on with my Mentor over the upcoming year

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Page 29: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Staff DevelopmentQuarter 3 2006

Name Training Benefits

Linda Howard • New Hire Training – 12 Courses

• SG&A Financial Scorecard Inquiry & Executive Information System Financial Scorecord Inquiry & Analysis (ILT)

• UHC Operational Excellence Project Tracking Tool

• LearnWell Administrator Training

• Lotus Notes 6 – Moving to IBM Lotus Notes 6

• Establish foundation for employment with UnitedHealthcare and Operational Excellence

• Use Executive Information System & SG&A report to support project management

• Enhance OpX Project Tracking Tool training to support the Operational Excellence project

• Create and maintain online courses in LearnWell to support the Operational Excellence customer

• Learn how to utilize Lotus Notes to enhance efficiency

Mary Jane Kot • IMS training event: The Art of Listening, the Power of Speaking: Sharpening Your Communication Edge

• Sharpen listening and speaking skills to enhance overall effectiveness as a leader

Jason Lietz • CDX Inquiry (Optum Course)

• E&I @ Work Lesson 7 – Information Security

• Review Optum CBT and determine if it can be utilized for the UnitedHealthcare audience

• Maintain the security of corporate information assets and information technology systems

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Page 30: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Staff DevelopmentQuarter 3 2006

Name Training Benefits

Cheri McDonough

• Introduction to PRIME

• Introduction to the PASS Workstation

• PRIME Train-the-Trainer

• Secondary Level of Care (SLOC) Train-the-Trainer

• Gain understanding of PRIME system to support training projects

• Gain understanding of PASS Workstation application to support training projects

• Enhance knowledge of PRIME system to support training projects

• Enhance knowledge of Secondary Level of Care (SLOC) Acuity Template to support training projects

Mary McQuillan

• Lynda.com movie-based tutorials—iMovie HD + iDVD 5 Essential Training

• Lynda.com movie-based tutorials—LiveType 2 Essential Training

• Lynda.com movie-based tutorials—QuickTime 5 Pro

• Communicate training and send commercials to be played at different UHG location across the country

• Create professional movies, create custom effects, import and export files for web-based presentations

• Publish multimedia (video/flash/audio/graphics) files together to the Web or a CD-ROM

Amberlee Rossi

• Working with Color—lynda.com• Typography Principles—lynda.com

• Enhance graphic design knowledge about color and typography principles (part of the Graphic Design Mentoring Program)

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Page 31: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Staff DevelopmentQuarter 3 2006

Name Training Benefits

Paul Rumsey • Managing Talent Through the LMS

• Increasing the Strategic Value of Learning Organizations

• Leadership that Drives Performance• Juicing Your Creativity Beyond "Wild and Crazy"

to Powerful Business Advantage• Turning Performance Problems Around• 2006 CLO Business Intelligence Industry Report

• Enabling Success Through Learning Innovation

• Identify techniques for increasing performance through LMS

• Identify strategies to determine strategic ROI

• Use coaching to lead others successfully• Leverage creativity that produces results

• Identify strategies to address performance issues successfully

• Identify industry trends and innovation that T&D can use for training projects

• Use innovative ideas to achieve business success

Meranda Schedler

• PERADIGM Claims – Institutional• PERADIGM Train-the-Trainer

• Emptoris: Overview

• Gain understanding of PERADIGM system to support training projects

• Gain understanding of Emptoris system to support training projects

Joe St. Onge and Suz Stiyer

• Picture Perfect Photography Seminar • Apply color management techniques with digital photos using a camera and a variety of editing software

Kris Young • LearnWell Administer Training • Edit and publish courses on LearnWell

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Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Appendix

Supplementary Materials

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Page 33: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

What We Do

Instructional design

Project management

Training delivery

Project evaluation

Needs analysis

To impact business results through

performance-focused training solutions

and services

Online training development

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Page 34: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

2006 Challenges and Opportunities for T&D

Identifying and addressing training

needs for staff in acquisitions and

mergers

34

Increasing demand for our capabilities from our internal

customers

Providing necessary management and business skills

training with current training resources

Deploying quality training in shorter

timeframes

Integrating acquisitions’ training

departments into UHC’s structure

Overcoming technological

limitations of the Enterprise

Addressing on a proactive basis the need to capture knowledge of

retiring/terming staff

Page 35: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

2006 Initiatives Addressing Challenges & Opportunities

Overcome technological

limitations of the Enterprise

Pursue innovation in design and delivery

for continuous improvement and

effectiveness

Develop Knowledge Management

approaches

Integrate acquisitions’

training departments into UHC’s approach

Increase rapid learning

35

Expand management and business skills

training with current training resources

Page 36: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Driving to T&D Pre-Eminence36

Business Impact Measurement

• Underwriting iPlan HSA• Pharmacy New Hire • Reimbursement Policy• iPlan Product • OpX Line Manager • PRIME EXBA Billing Inquiry• Wisconsin Operational Overviews• Provider eSolutions• Executive Reporting:

Provider and Member Scorecard

• Contract Manager• eTrack• MSA Implementation• Leading Transformation

BIM

Automates project management

processes and activities

Project Management Automation

Increases efficiency

• Detail designs• Storyboards

• Dreamweaver templates• Standard Interaction Gallery (SIG)

ID Studio

Investing in employee development to offer the

best services to UHC

T&D Staff Development

Developing a robust toolbox

Tools & Resources

2005 Vital Signs Action Planning

Vital Signs

• Competitive pay• Future with UHG/job

movement• Maintaining satisfaction with UHC

Page 37: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Client Assignments37

Meg Joan Marcia

Regional Business Units Southwest Southeast

Enterprise Solutions Physician Services

UnitedHealth Networks

Clinical Advancement

Product

Legal

Finance

Applied Technology

Regional Business Units Central Northeast

Enterprise Solutions Employer Services and

Employer Operations Sales Systems Service Solutions Business Solutions Portfolio Mgt and PRIME

Systems Development

Customer Financial Solutions Health Care Economics Underwriting and Pricing

Lines of Business (KA, SB, PS, Golden Rule)

John Deere, UMR, Midwest Security

Regional Business Units Mid-Atlantic Pacific

Enterprise Solutions Business Process & Quality

Management (BPQM) Business Project

Implementation PHS Member Migration and

UP Implementation Integrations and Migrations Network Operations National and Regional

Reimbursement Operations Planning and Financial

Support

PacifiCare

Page 38: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Responding to Trends in the Industry38

Industry Trends We Are Using Today

• 24/7 accessibility

• Audio - Animation

• Advanced video and photography

• Blogs

• Collaborative learning – Discussion boards

• Electronic performance support

• Games – Simulations

• Learning Maps

• Managing Subject Matter Experts

• Measuring impact to business

• Modularized content

• Prescriptive/Branched learning

• Rapid development tools and processes

• Robust Learning Content Management System

• Self-study: job aids, online help

• Simulations – Demonstrations

Industry Trends We are Researching and Developing

• 3D/Virtual delivery

• Knowledge Management: communities of practice, collaboration tools, extreme

information, information portals, ePortfolios

• Manager engagement

• Mobile learning (Flash drives, podcasting, smartphones,

PDAs)

• Rapid learning

• Work-embedded learning and work-flow optimization

Page 39: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Course Development 2006 Q1 2005 Q1 Change

Int Ext Total Int Ext Total

Classroom 11 0 11 10 0 10 +10%

Webcast 12 0 12 10 2 12 0%

Online 24 0 24 18 3 21 +14%

TOTAL 47 0 47 38 5 43 +9%

Job Aids/ Ref Guides 18 0 18 14 2 16 +13%

Course Delivery Participants Hours

2006 Q1 2005 Q1 Change 2006 Q1 2005 Q1 Change

Classroom 386 445 -13% 4,612 3,422 +35%

Webcast 1,538 174 +784% 3,953 384 +1029%

Online 5,500 4,201 +31% 3,615 3,225 +12%

TOTAL 7,424 4,820 +54% 12,180 7,031 +73%

UnitedHealthcare LearnWell Activity 2006 Q1 2005 Q1 Change

Number of activities completed (Includes I&C, Orientation, BDD) 24,773 23,847 +4%

39

UHC Required Courses Participants 2006 Q1 Hours 2006 Q1

OpX Online 4,346 2,173

Harassment Prevention for Employees 529 529

Harassment Prevention for Managers 301 301

Training Statistics Q1 2006Business Process & Developing Excellence

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Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Course Development 2006 Q2 2005 Q2 Change

Int Ext Total Int Ext Total

Classroom 2 0 2 9 0 9 -78%

Webcast 11 0 11 3 2 5 +120%

Online 14 2 16 13 4 17 -6%

TOTAL 27 2 29 25 6 31 -6%

Job Aids/ Ref Guides 0 0 0 4 1 5 -100%

Course Delivery Participants Hours

2006 Q2 2005 Q2 Change 2006 Q2 2005 Q2 Change

Classroom 346 540 -36% 4,005 4,027 0%

Webcast 891 1,005 -11% 3,180 3,865 -18%

Online 6,574 3,975 +65% 4,746 2,622 +81%

TOTAL 7,811 5,520 +42% 11,931 10,514 +13%

UnitedHealthcare LearnWell Activity 2006 Q2 2005 Q2 Change

Number of activities completed (Includes I&C, Orientation, BDD) 17,850 34,492 -48%

40

UHC Required Courses Participants 2006 Q2 Hours 2006 Q2

OpX Online 1,327 664

Harassment Prevention for Employees 421 421

Harassment Prevention for Managers 301 301

Training Statistics Q2 2006Business Process & Developing Excellence

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Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

41

Course Development 2006 Q3 2005 Q3 Change

Int Ext Total Int Ext Total

Classroom 7 0 7 4 0 4 +75%

Webcast 12 0 12 1 0 1 +1200%

Online 17 0 17 16 1 17 0%

TOTAL 36 0 36 21 1 22 +64%

Job Aids/ Ref Guides 5 0 5 3 0 3 +67%

Course Delivery Participants Hours

2006 Q3 2005 Q3 Change 2006 Q3 2005 Q3 Change

Classroom 420 386 +9% 2,534 3,259 -22%

Webcast 1,105 500 +121% 2,890 2,044 +41%

Online 4,000 4,435 -10% 4,222 4,414 -4%

TOTAL 5,525 5,321 +4% 9,646 9,717 -1%

UnitedHealthcare LearnWell Activity 2006 Q3 2005 Q3 Change

Number of activities completed (Includes I&C, Orientation, BDD) 13,134 24,768 -47%

UHC Required Courses Participants 2006 Q3 Hours 2006 Q3

OpX Online 1,635 818

Harassment Prevention for Employees 647 647

Harassment Prevention for Managers 224 224

Training Statistics Q3 2006Business Process & Developing Excellence

Page 42: UnitedHealthcare Training & Development Performance . . . Results . . . Pre-eminence

Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Overall Satisfaction 2006Q1

GoalFY

Classroom 4.5out of 5.0

4.5out of 5.0

Webcast 4.4out of 5.0

4.2out of 5.0

Online 4.1out of 5.0

4.0out of 5.0

42

T&D Participant Satisfaction Q1 2006Business Process & Developing Excellence

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Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Overall Satisfaction 2006Q2

GoalFY

Classroom 4.4out of 5.0

4.5out of 5.0

Webcast 4.2out of 5.0

4.2out of 5.0

Online 4.1out of 5.0

4.0out of 5.0

43

T&D Participant Satisfaction Q2 2006Business Process & Developing Excellence

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44

Overall Satisfaction 2006Q3

GoalFY

Classroom 4.3out of 5.0

4.5out of 5.0

Webcast 4.3out of 5.0

4.2out of 5.0

Online 4.1out of 5.0

4.0out of 5.0

T&D Participant Satisfaction Q3 2006Business Process & Developing Excellence

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Confidential property of UnitedHealthcare. Do not distribute or reproduce without the express permission of UnitedHealthcare.

Development Tools45

• Adobe Acrobat Writer• Adobe Illustrator CS• Adobe Image Ready CS2• Adobe Photoshop CS2• Adobe Premiere Pro• Articulate Presenter • Articulate Quizmaker Prof. 5.0• Autodesk 3D Max• Captivate • Creative Wave Studio• Dreamweaver Coursebuilder• eGames Generator • Final Cut Express• Final Cut Pro • Flix Pro 8.0• FLV Player• Hypersnap• ID Studio• iMovie • iStock Photos• Macromedia Studio 8 (includes Dreamweaver,

Flash Professional, Fireworks, and Freehand)

• Microsoft FrontPage 2003• Multimedia MAC Workstation• Multimedia MAC Portable Laptop with camera • photos.com• Photoshop CS2• Photoshop Image Ready CS2• QuickTap• Quicktime• RoboHelp• SitePal • Sorenson Squeeze 4.3 • SoundForge • SQL Server• SQL Server Query Analyzer• Standard Interaction Gallery• Swish Max• Video Equipment • Visual Basic• Visual Interdev• Visual Studio Net• WebEx