Being not just a manager - but also a leader - in the banking sector
o The tasks that a typical manager in commercial and investment banking must accomplish: balancing doing with managing
o The key dilemma of management: how closely should you monitor people reporting to you?
o Situational leadership the most modern approaches to leadership for Generation Y - and Generation Z
Exercise: What is your natural management style?
Performance management in commercial and investment banking
o The One Minute Manager and its applicability in the commercial and investment banking sector
o How to set goals for those reporting to you
o Praising and reprimanding
o Setting goals and targets within the tight budgetary processes at any modern bank
o Examples from areas like trade finance, cash management, corporate banking and various central functions...
Understanding motivation in the banking and financial sector
o What motivates your people?
o Best practice communication with your team-members effective listening skills
o Tips and tricks to ensure optimal motivation
o Modern approaches to motivation
o Do the approaches of Abraham Maslow, and for example Herzberg, have something to teach us as we approach 2020?
Activity: Participants brainstorm practical ways of motivating their team(s) in the commercial and investment banking sector
Delegation and Time Management
o Why is it so difficult to delegate in banking and indeed any workplace?
o The principles, pitfalls and practicalities of delegation
o Simple delegation a structure
o Delegation Questionnaire: Putting it all into practice
o The ABCX Matrix: how to prioritise the urgent vs. the important
o Peak time, elephant tasks, and best-practice stress management
o Using your time to think strategically
Building teams specifics of the corporate and investment banking world
o The stages of forming a team
o Synergy the factor that makes teams work
o Building your own high-performance team
o Team Challenge: NASA Moon survival illustrating the power of teamwork
How to develop those reporting to you in the banking world
o Learning Theories and their applicability when coaching your team-members in the commercial and investment banking world
o Learning styles Questionnaire
o Matching our learning style to that of the person we are training or coaching
o DOs and DONTs for the Activist, Reflector, Theorist, Pragmatist
o How to be an effective coach
o Implementing best-practice mentoring skills
o Examples for those training up others in areas like correspondent banking, asset finance, real estate finance
o Insights into techniques such as brainstorming, mind-mapping, the Six Thinking Hats and fishbone diagrams how to be innovative and how to help team-members to be innovative
Handling Conflict with other parties in commercial and investment banking
o What causes conflict at work?
o The Thomas-Kilmann Conflict Mode Instrument
o Participants plot their conflict handling styles
o Participants plan how to handle certain situations more effectively
Selecting the talent that you need in the banking context
o Selection techniques - choosing the right tool to meet the need
o Increasing your hit rate at interview (Financial Institution case studies)
Role plays: Utilising active listening skills in order to select new employees appropriately in commercial and investment banking
o Why it is so important to do appraisals
o What paperwork/preparation do you need to have in advance of the meeting?
o Conducting the meeting in an appropriate way using listening skills
o How to handle the poor performer, the average performer, and the star
o How and when to handle the sticky issue of remuneration
o Seeing appraisals as a year-round process
Influencing others in the commercial and banking sector
o Why change is constant in the banking sector and how people react to change
o Cialdinis research on six principles to persuade and influence others
o Managing change in the commercial and investment banking context
Action planning: Putting the course into practice in the banking sector