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Strategy, Performance Planning and Management

February 27, 2014 - In Assignment Portfolio, Managing Performance Assignments - No comments yet

Topics Covered:

Structured Finance Division of a Major Bank – Principal Client: Divisional Director

Business Issue

As part of a new treasury and wholesale banking entity in a major bank, this Structured Finance Division consisted of four businesses covering a range of financing requirements.  To develop the organisation, the Director aimed to improve the business planning process and ensure that each manager and key professionals had objectives linked to the business plan.  To improve the development of individuals, a personal development planning process was to be developed and linked to the objective setting process.

How We Helped 

We were asked to undertake organisational research by interviewing the heads of the business areas and selected professionals.  Initially, we agreed a Research Agenda with the Director to address:  the external environment and business direction, management operating processes, people and culture.  Following the interviews and analysing the findings we produced recommendations for a business framework and a performance planning and management process.  We also suggested some development in team effectiveness and communications would help identify synergies between businesses and foster organisational integration.

Outcomes and Results

Our report was accepted and we were asked to assist with developing the business framework into a Strategic and Cultural Framework which consisted of:  common purpose and vision, strategic goals, guiding principles, performance measures and major skills.  We also developed the Performance Planning and Management Process to provide for the efficient devolution of responsibility, clarifying priorities and measuring success.  Then we worked with the business heads and key people to produce key performance areas with corresponding key performance indicators and identified all the major skills required to be effective.  Finally, a management guide was produced to support managers utilise the Strategic and Cultural Framework and management process for the first business year.

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