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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 course

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

  • 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

  • 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

  • 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

  • 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

The course content can be fully customized to focus on the sessions that are most relevant to your businesses interests.

Redcliffe's course trainer is a seasoned banking professional with a remarkable 37-year tenure in the financial services sector. She brings a wealth of experience in relationship management to her distinguished career. Her journey encompasses leadership roles in commercial and corporate banking, strategy, credit, risk management, trade and receivables finance, real estate, audit as well as financial crime and compliance, emphasising the significance of soft skills in fostering connections.

Equipped with certifications from the Lumina Training Programmes, focusing on behavioural interaction and leadership skills, the trainers expertise extends beyond her own company. During her four years at Moody’s Analytics, she directed the development and delivery of tailored training programs across various domains, underscoring the importance of soft skills at all levels, especially in today's intricate and customer-centric business landscape. These programs spanned credit and risk management, financial crime compliance, regulatory compliance, commercial due diligence, sales, and service, showcasing her commitment to holistic relationship management. Her professional footprint extends across the UK, Europe, Middle East, Africa, Asia Pacific, and the Americas.

 Before her tenure at Moody’s, the trainer contributed her skills at RBS, where she dedicated a year to a special project evaluating small-to-medium-sized businesses, aligning them with the regulatory requirements of the Financial Conduct Authority—a testament to her dedication to regulatory compliance in relationship management.

 The majority of the trainers illustrious career unfolded at HSBC, where she held senior management positions within retail, commercial, and corporate banking in London. Recognised as a commercially astute leader, she consistently fostered substantial income growth through extensive internal and external networks. She played a pivotal role in enhancing and maintaining credit and compliance risk frameworks, setting regional best practices, and underlining her commitment to sustainable and ethical relationship management.

The trainers distinctive strength lies in her ability to unlock strategic value, coupled with her meticulous nature, which facilitates seamless implementation across organisational tiers. Given her diverse range of experiences and eloquent communication skills, she ventured into the field of development and learning, aiming to drive industry-wide best practices. While her training methods were traditionally classroom-based, she has seamlessly transitioned into the virtual training arena and is proficient in various virtual training platforms.

Beyond her professional endeavours, she serves as the Chairperson for a sports and leisure organisation that hosted the training for the London 2012 Olympics. She is also the Corporate Partnerships Manager; London Lead for Mentoring; Curriculum and Events Lead with the Women in Banking and Finance Organisation. Ras actively participates as a committee member in various charitable organisations, including speaking engagements for the global Water Aid Charity.

Additionally, she was selected for UN UK Women Delegation CSW68, and is part of an offshoot group involved with educating women to be financially astute and to operate autonomously. As a dedicated mentor and coach across all professional levels, she remains a staunch advocate for gender and ethnic diversity in the workplace, embodying the essence of inclusivity.

Upon completion of this workshop, 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.

  • 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 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, seeking to enhance their skills and knowledge in navigating organisational change effectively.

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, the 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. They will examine examples such as Bank's comprehensive digital transformation journey, which has positioned it as a leader in the digital banking space.

By the end of the course, attendees 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.

Ideal for banking executives, financial managers, and team leaders, this course provides the tools necessary to become effective change agents, capable of leading their organisations through digital transformations, regulatory shifts, and market dynamics while harnessing the power of data and technology to create seamless customer experiences that drive value and loyalty.

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