Linking training programs to firm-wide competencies
We redesigned the offerings of a newly-formed training division, helping it to better support its clients and the strategic vision of the company.
The Situation
A leading financial services firm, which had recently undergone major merger and integration efforts, needed to retool the offerings and refine the organizational model of its US corporate and leadership training division. The division had been formed from various legacy performance and development teams, which had resulted in a lack of strategic direction. Capacity constraints meant that some clients had unmet needs or resorted to alternative resources. Furthermore, the disparity between the division's offerings and corporate objectives threatened the division's ability to demonstrate adequate value to the bank.
The Satori Solution
Our assistance was critical in allowing the division to focus all of its limited resources on executing important programs. Our first step was to examine the alignment of program offerings with firm-wide objectives and with the firm’s global mission and vision. We then redesigned program offerings to link to critical competencies, to complement the work of training departments in other business groups, and to support the strategic vision of the firm. By facilitating discussion sessions with senior managers and researching industry best practices, we also helped the division redefine its own mission and prioritize its organizational objectives.
The Results
We helped the training division drastically improve its standing within the bank. The performance infrastructure and key services it provides are now seen as indispensible.
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