Aligning a community on a common charter – cohesion through clarity

A Leading Bank in KSA

The goal was to unite and involve executives selected from an internal program spanning various departments at the bank, to form a unified “Banker Club”. This included establishing the club’s objectives, themes, and initiatives to generate positive outcomes. We executed a two-phase approach: Phase 1 concentrated on aligning and engaging the team while brainstorming ideas, and Phase 2 focused on defining objectives and converting initiatives into actionable tasks. The culmination of this effort was the creation of “The Banker Club’s charter,” crafted through two days of intensive collaboration among club members.

Geographical Coverage
Geographical
Coverage

Riyadh

Employees Impacted
Employees
Impacted

45+ Employees

Situation
Situation
  • 45+ executives were handpicked from diverse departments to form the cohesive “One Banker Club Team”.
  • Given that these executives had never collaborated before, ensuring alignment and cohesion was pivotal for the success of the “Banker Club”.
  • As a pioneering initiative within the bank, defining clear objectives and establishing a charter was crucial to foster clarity among members.
  • While the session’s objective was serious, the bank wanted to approach it with fun and excitement.
Key Touch Points
Key
Touch Points
Talent Pool Involved
Talent Pool
Involved

The project was sponsored by Human Capital department and driven by the Retail Banking Group project team

Project Scope
Project
Scope
Impact
Impact

This “Banker Club” project created a strong foundation by outlining clear goals, initiatives, and actionable plans in a detailed charter. With everyone on the same page, the team became more united and focused. This set the Banker Club for success and made them ready to make a positive impact within the organization.

Behavioral competency development

Behavioral competency development

Merging two cultures, developing new values, and embedding them into the DNA

Merging two cultures, developing new values, and embedding them into the DNA

Exciting and inspiring management on the new leadership capabilities

Exciting and inspiring management on the new leadership capabilities

A journey to develop the future leaders of a bank

A journey to develop the future leaders of a bank

Developing the RMs and Private Bankers on service excellence

Developing the RMs and Private Bankers on service excellence

Building a unique client experience by building a caring culture

Building a unique client experience by building a caring culture

Building a culture of conversations in between hierarchy and peer-to-peer

Building a culture of conversations in between hierarchy and peer-to-peer

A culture of service excellence in the retail banking group

A culture of service excellence in the retail banking group

A culture transformation to vitalize an aggressive strategy

A culture transformation to vitalize an aggressive strategy

Building leadership cohesion and alignment and a common clarity

Building leadership cohesion and alignment and a common clarity

Aligning management to the leadership clarity to build cohesion

Aligning management to the leadership clarity to build cohesion

Developing a service excellence mindset as a competitive advantage

Developing a service excellence mindset as a competitive advantage