We provide project, programme and change managers to leading organisations on an interim and contract basis - and our Associates have successfully completed hundreds of assignments in the financial services sector. Client confidentiality means the organisations described here cannot be identified. However, we can discuss these and other projects in more detail at face-to-face meetings. For more information call 01494 725885 or E-mail
CLIENT: major bank (private clients division)
ASSIGNMENT: governance and quality assurance across various strategic projects
ASSOCIATE: Quality Assurance Manager/Project Manager
DETAILS: this Associate provided expert advice on change and programme management; delivered a troubleshooting capability to contain and minimise delivery risk, and recover slippage; monitored and reported project status to senior management, ensuring an accurate picture of the change portfolio and enhancing the credibility of the change governance team; conducted project health checks and reviews, made recommendations for specific projects and, where appropriate, for overall governance and delivery processes - then supported accountable executives and senior delivery personnel in implementing these; coached and mentored personnel to enhance in-house capabilities; and liaised with all stakeholders to executive level to influence successful delivery.
CLIENT: international banking group
ASSIGNMENT: developing a strategy/implementing plans to cover all aspects of culture and communications as part of a merger and integration
ASSOCIATE: Communications Manager
DETAILS: this Associate worked on the planning and delivery of communications for the merger of two large banks; careful consideration was given to a complex communications footprint across 15 countries, different working environments and different cultures. Key activities included: design and implementing communication vehicles to support the achievement of business goals; aligning communication with change management and brand launch; and integrating internal and external communications.
CLIENT: large mortgage provider
ASSIGNMENT: aligning the culture and structure of the organisation to meet corporate objectives
ASSOCIATE: Organisational Design Specialist
DETAILS: the operational and strategic HR consulting process provided by this Associate covered: research and analysis - producing terms of reference with recommendations, designing and implementing interventions, and project management covering budget, resources and progress to time, cost and quality standards; project management of Culture Workshops that included interviewing employees, feedback sessions, compiling reports and providing workshop notes for management, budget control and liaising with the facilitator; processing and creating Belbin Team Role Profiles based on Self and Observer Perceptions; standardising job descriptions for FSA authorisation; creating cross-functional organisational responsibility charts; and general HR support including a recruitment plan for underwriters, interviewing, employee relations and disciplinary processes.
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