Key Benefits
- Build practical strategies to lead and manage change across your organisation
- Communicate change more clearly, engage stakeholders better, and handle resistance more confidently in practice
- Build actionable change plans, measure progress, and support long-term agility and resilience
Do You Need to Attend This Course?
Redcliffe Training's leadership and change management course is suitable for:
Senior Leaders and Managers: Individuals in executive roles such as Chief Information Officers (CIOs)
Vice Presidents (VPs)
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 delivered initiatives align with organisational goals
Change Managers and Change Agents:
Those specifically focused on facilitating and leading change efforts within their organisations, helping 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 driving successful change implementation
Aspiring Change Leaders:
Professionals looking to advance their careers in change management and leadership roles
Technical Content
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
Organisational change management training reviews 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 successful 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: Change Management Leadership Training
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
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 training 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
Training Objectives
Upon completion of organisational change management courses, you will be 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. This includes digital transformation and regulatory compliance.
Identify and address resistance . Learn to recognise common sources of resistance to change within financial institutions. Develop effective strategies to mitigate these challenges and foster acceptance among employees.
Enhance your communication skills . Master communication techniques that convey the vision for change. Master 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.
Learn to lead change initiatives . Gain practical leadership skills to guide teams through the change process. Motivate and empower employees to embrace new technologies and processes.
Create sustainable change strategies . Formulate actionable plans for implementing and sustaining change. Ensure long-term success and adaptability in the evolving financial landscape.
Training Course Summary
This organisational change management training helps financial professionals navigate the challenges of the evolving banking and financial services sector. Gain the knowledge, skills, and strategies to manage and lead change initiatives.
Participants will focus on key areas in digital transformation, regulatory compliance, and changing customer expectations, addressing the unique challenges of managing change in this industry to ensure sustained success. Through a blend of theoretical frameworks and practical tools, this organisational change training delves into the psychological and cultural dynamics of change, helping you learn how to address resistance and foster a positive mindset among your teams.
Key topics include:
Change models tailored to the banking sector
Effective communication strategies for engaging stakeholders
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. Attendees will also examine a bank's comprehensive digital transformation journey, which has positioned it as a leader in the digital banking space.
By the end of change management leadership training, participants will have gained a deeper understanding of the change process within banking and financial services and actionable plans to put in place and sustain change. This process will enhance your institution's agility and resilience.
Your trainer
Course Trainer · 10 yrs experience
- Soft Skills Courses
An experienced and astute banking professional with a 37-year career in the financial services sector delivers this change management training for leaders.
Throughout her tenure, she has held senior leadership positions across various areas, including:
Relationship management
Commercial and corporate banking
Strategy
Credit
Risk management
Trade and receivables finance
Real estate
Audit
Financial crime compliance
Her broad expertise and insights give her ample expertise in organisational change management.
A dedicated and influential figure at Moody Analytics for over four years, she led the development and delivery of customised training programs across many disciplines. Leveraging her acute awareness and firsthand knowledge of the evolving nature of business, she conveys every aspect of organisational change management training in an engaging and impactful manner.
Before her tenure at Moody’s, she refined her expertise at RBS. Here she spent a year working on a special project focused on evaluating small and medium-sized businesses. She helped align them with the Financial Conduct Authority's regulatory requirements. This experience highlights her strong commitment to regulatory compliance in relationship management.
She spent the majority of her esteemed career at HSBC. Her senior management positions included retail, commercial, and corporate banking in London. Recognised for her commercial acumen, she was instrumental in enhancing and maintaining credit and compliance risk frameworks, establishing regional best practices, and championing sustainable and ethical relationship management.
Her strong leadership style and vast experience are evident in her teachings. The trainer's diverse career, combined with her strong communication and leadership skills, has facilitated a seamless transition into development and learning. As a natural educator, she brings valuable real-world insights to the virtual training space. Her ability to convey complex topics ensures participants grasp key concepts, which they can apply in real-world scenarios.
Besides her expertise in organisational change management training, she serves as the Chairperson of a sports and leisure organisation. This centred on training for the London 2012 Olympics. She holds key positions in the Women in Banking and Finance Organisation (WIBF) and engages in charity work. She served as a committee member and spokesperson for the global Water Aid Charity.
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