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Embracing Organisational Change

Equip participants with the knowledge, skills, and strategies to lead and manage change initiatives, focusing on digital transformation, regulatory compliance, and evolving customer expectations

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A one-day Organisational Change Training

Session 1:  Understanding Change in the Financial Sector

  • Introduction to Organisational Change
  • Overview of the course objectives and structure
  • The importance of change in banking and financial services
  • Key concepts and terminology

 Session 2: The Dynamics of Change

  • Theories and models of organisational change
  • Psychological and cultural factors influencing change
  • Case study: Successful change initiatives in banking

 Session 3:  Identifying Resistance to Change

  • This section of organisational change training examines common sources of resistance in financial institutions
  • Techniques for recognising and addressing resistance
  • Group activity: Role-playing resistance scenarios

 Session 4: Leading and Communicating Change

  • Effective Communication Strategies
  • The role of communication in change management
  • Techniques for clear and impactful messaging
  • Crafting a change communication plan

 Session 5: Engaging Stakeholders

  • Identifying key stakeholders in change initiatives
  • Strategies for stakeholder engagement and collaboration
  • Case study: Stakeholder engagement in a successful transformation

 

 

 Session 6: Leadership in Change Management

  • This section of the organisational change course identifies the role of leadership in driving change
  • Essential leadership skills for change agents
  • Group discussion: Leadership challenges in financial services

 Session 7: Implementing and Sustaining Change

  • Developing Actionable Change Plans
  • Steps for creating effective change implementation plans
  • Tools and frameworks for planning and execution
  • Drafting a change implementation plan for a specific initiative

 Session 8:  Measuring Change Success

  • Organisational change training covers the key performance indicators (KPIs) for change initiatives
  • Techniques for monitoring and evaluating progress
  • Group activity: Designing a change success measurement framework

Session 9:  Creating a Culture of Continuous Improvement

  • Strategies for fostering a culture that embraces change
  • The importance of feedback and adaptation
  • Case study: Organisations that successfully sustain change

Session 10:  Practical Application and Wrap-Up

  • The final module of this organisational change course begins with real-world scenarios and group discussions
  • Interactive session: Applying learned concepts to real-world scenarios
  • Group presentations of change plans developed during the course
  • Final Thoughts and Q&A
Please note: The course content can be fully customized to focus on the sessions that are most relevant to your business needs and interests.

Redcliffe's organisational change management course trainer is a seasoned banking professional with an impressive 37-year tenure in the financial services sector. She brings a wealth of experience in relationship management, having held leadership roles across commercial and corporate banking, strategy, credit, risk management, trade and receivables finance, real estate, audit, and financial crime compliance. Her diverse background emphasises the importance of soft skills in fostering strong connections and driving successful change initiatives within organisations. Her extensive knowledge and dedication to organisational change training ensure that participants receive practical insights and strategies for effectively navigating change in real-world scenarios.

During her four years at Moody’s Analytics, she directed the development and delivery of tailored training programs across various domains, highlighting the importance of soft skills at all levels, especially in today's complex and ever-evolving commercial landscape. It is the trainer’s acute awareness and first-hand knowledge of the evolving nature of business that guarantees her organisational change management training retains the utmost relevance and effectiveness.

Before her tenure at Moody’s, the trainer honed her expertise at RBS, where she spent a year on a special project focused on evaluating small and medium-sized businesses and aligning them with the Financial Conduct Authority's regulatory requirements. This experience underscores her commitment to regulatory compliance in relationship management—a commitment she now brings to Redcliffe’s organisational change training course.

The majority of the trainer's distinguished career took place at HSBC, where she held senior management positions across retail, commercial, and corporate banking in London. Recognised as a commercially astute leader, she was instrumental in enhancing and maintaining credit and compliance risk frameworks, establishing regional best practices, and demonstrating her commitment to sustainable and ethical relationship management. Her robust management style and extensive experience greatly inform her organisational change management training sessions, equipping participants with invaluable insights and techniques.

The trainer excels at unlocking strategic value and ensuring meticulous implementation across all organisational levels. With a diverse occupational background, coupled with strong communication skills, she has seamlessly transitioned into development and learning to promote industry-wide best practices. In the training space, she effectively utilises her extensive expertise as an educator in our organisational change course. While her methods were traditionally classroom-based, she has successfully adapted to the virtual training arena and is proficient in various online platforms - further enriching the learning experience for participants.

As a dedicated mentor and coach at all professional levels, she is a staunch advocate for gender and ethnic diversity in the workplace, embodying the essence of inclusivity. Her unwavering passion and commitment to delivering inclusive development at the highest level are evident in her organisational change management training, where she ensures that diverse perspectives are integrated and valued.

In addition to her professional roles, she is the Chairperson of a sports and leisure organisation that facilitated training for the London 2012 Olympics. She also holds positions as the Corporate Partnerships Manager, London Lead for Mentoring, and Curriculum and Events Lead with the Women in Banking and Finance Organisation. Furthermore, she is involved as a committee member in various charities and speaks for the global Water Aid Charity.

Upon completion of this organisational change management course, participants will be better able to:
  • Understand Industry-Specific Change Dynamics: Gain insights into the unique challenges and opportunities associated with organisational change in the banking and financial services sector, including digital transformation and regulatory compliance.
  • Identify and Address Resistance: Learn to recognise common sources of resistance to change within financial institutions and develop effective strategies to mitigate these challenges and foster acceptance among employees.
  • Enhance Communication Skills: Master communication techniques that effectively convey the vision for change, ensuring clarity and engagement across all levels of the organisation.
  • Engage Key Stakeholders: Develop skills for identifying and engaging key stakeholders, promoting collaboration and support for change initiatives throughout the organisation.
  • Lead Change Initiatives Effectively: Acquire practical leadership skills to guide teams through the change process, including motivating and empowering employees to embrace new technologies and processes.
  • Create Sustainable Change Strategies: Formulate actionable plans for implementing and sustaining change, ensuring long-term success and adaptability in a rapidly evolving financial landscape.

At Redcliffe Training our organisational change management course is suitable for:
  • Senior Leaders and Managers: Individuals in executive roles such as Chief Information Officers (CIOs), Vice Presidents (VPs), and Directors who are responsible for strategic decision-making and overseeing change initiatives.
  • Project and Program Managers: Professionals tasked with managing specific change projects, ensuring that initiatives are executed effectively and align with organisational goals.
  • Change Managers and Change Agents: Those specifically focused on facilitating and leading change efforts within their organisations, helping to guide teams through transitions.
  • Human Resources and Organisational Development Practitioners: HR professionals who play a critical role in managing the people's side of change, including training and development related to new processes or systems.
  • Business Analysts: Individuals who analyse business needs and help define the requirements for successful change implementation.
  • Aspiring Change Leaders: Professionals looking to advance their careers in change management and leadership roles will benefit greatly from organisational change training. The course aims to enhance participants' skills and knowledge in effectively navigating organisational change.

In the rapidly evolving banking and financial services sector, the ability to navigate and embrace organisational change is essential for achieving sustained success. The course "Embracing Organisational Change in Banking and Financial Services" aims to equip financial professionals with the necessary knowledge, skills, and strategies to effectively manage and lead change initiatives within their institutions. Participants will explore the unique challenges of change management in this industry, focusing on critical aspects such as digital transformation, regulatory compliance, and evolving customer expectations.

Through a blend of theoretical frameworks and practical applications, this organisational change course delves into the psychological and cultural dynamics of change, helping participants understand how to address resistance and foster a positive mindset among their teams. Key topics include change models tailored to the banking sector, effective communication strategies for engaging stakeholders, and the vital role of leadership in driving transformation.

Interactive workshops, case studies of successful change initiatives, and group discussions will allow participants to apply concepts to real-world scenarios specific to financial services. Through this organisational change training session, attendees will also examine examples such as a Bank's comprehensive digital transformation journey, which has positioned it as a leader in the digital banking space.

By the end of the course, participants will have gained a deeper understanding of the change process within banking and financial services and will develop actionable plans to implement and sustain change. This will ultimately enhance their institution's agility and resilience in an ever-evolving financial landscape.

Organisational change management training is aptly designed for banking executives, financial managers, and team leaders. This robust course provides the necessary tools to become effective change agents, guiding organisations through digital transformations, regulatory changes, and market dynamics. It focuses on leveraging data and technology to deliver seamless customer experiences that drive value and build loyalty.
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