banking and finance project management training solutions

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BANKING AND FINANCE PROJECT MANAGEMENT TRAINING SOLUTIONS [email protected] , +44 (0)20 7017 7100, www.esi-intl.co.uk

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ESI has been delivering an extensive suite of customised project management training to the world's leading financial services organisations since 1984. We have assisted clients across all sectors of the financial services industry in improving efficiency, project success and their bottom line through our broad delivery of training formats.

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Page 1: Banking and Finance Project Management Training Solutions

BANKING AND FINANCE PROJECT MANAGEMENT TRAINING SOLUTIONS

[email protected] , +44 (0)20 7017 7100, www.esi-intl.co.uk

Page 2: Banking and Finance Project Management Training Solutions

2 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

Shifting Revenue

and Distribution

Models

Risk, Regulation and

Compliance

Cost Efficient

Operations

Human Capital

Productivity

WHAT ARE THE BANKING AND FINANCE INDUSTRY

DRIVERS AND THEIR IMPACT ON PROJECT

PERFORMANCE? ESI has conducted extensive research with leading banks to identify the four

key business drivers in the industry that directly impact the skills requirements

and competencies development of the project community.

Shifting Revenue and Distribution Models

Risk, Regulation and Compliance

Cost Efficient Operations

Human Capital Productivity

Page 3: Banking and Finance Project Management Training Solutions

3 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

Shifting Revenue

and Distribution

Models

Risk, Regulation and

Compliance

Cost Efficient

Operations

Human Capital

Productivity

HOW CAN ESI INTERNATIONAL’S SOLUTIONS HELP THE

BANKING AND FINANCE STRATEGIC OBJECTIVES?

ESI Solution

Banks require agile product and technology development to bring new products

and capabilities to market much faster than the current pace. ESI International

has assisted clients through the process of shifting to agile project management

and provided them with both the organisational and individual capabilities required

to successfully implement and maintain agile methods.

Focus areas:

Achieving Organisational Buy-in for Agile

SCRUM

Estimating and Planning Agile Projects

Agile Requirements

Risk Management in Agile Environments

Shifting Revenue and Distribution Models

Page 4: Banking and Finance Project Management Training Solutions

4 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

Shifting Revenue

and Distribution

Models

Risk, Regulation and

Compliance

Cost Efficient

Operations

Human Capital

Productivity

ESI Solution

In order for banks to successfully manage the complications that arise from

compliance initiatives, they need to establish strong risk management and

resource management processes. ESI helps build these capabilities by providing

content and services around the following areas.

Focus areas:

Eliciting and Documenting Risks

Risk Analysis

Risk Monitoring and Control

Response Planning

Scheduling Techniques

Schedule Analysis

Resource Management

Risk, Regulation and Compliance

HOW CAN ESI INTERNATIONAL’S SOLUTIONS HELP THE

BANKING AND FINANCE STRATEGIC OBJECTIVES?

Page 5: Banking and Finance Project Management Training Solutions

5 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

Shifting Revenue

and Distribution

Models

Risk, Regulation and

Compliance

Cost Efficient

Operations

Human Capital

Productivity

Cost Efficient Operations

ESI Solution:

ESI has been helping organisations manage their IT strategy through the

development of effective project portfolio management capabilities. ESI provides

learning solutions to keep organisational objectives aligned to operational capability.

Focus areas:

Portfolio Risk Management

Portfolio Budgeting and Resource Allocation

Portfolio Monitoring and Control

Portfolio Optimisation

Vendor Requirements

Proposal Evaluation

Contract Negotiation

Contract Monitoring

Contract Changes

HOW CAN ESI INTERNATIONAL’S SOLUTIONS HELP THE

BANKING AND FINANCE STRATEGIC OBJECTIVES?

Page 6: Banking and Finance Project Management Training Solutions

6 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

Shifting Revenue

and Distribution

Models

Risk, Regulation and

Compliance

Cost Efficient

Operations

Human Capital

Productivity

Human Capital Productivity

ESI Solution:

After three decades of working with project organisations in the world’s

largest enterprises, we are capable of enabling clients to build organisational

excellence in the following areas:

Focus areas:

Project, Programme and Portfolio Management

Sourcing and Contract Management

Requirements Management

Project Leadership Development

HOW CAN ESI INTERNATIONAL’S SOLUTIONS HELP THE

BANKING AND FINANCE STRATEGIC OBJECTIVES?

Page 7: Banking and Finance Project Management Training Solutions

7 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

PROVEN BUSINESS VALUE FOR YOUR LEARNING

INVESTMENTS

At ESI International, we link learning investments with improved business

performance. In a recent survey, we polled 15,943 learners from the banking and

finance industry who have trained with us since 2010 to determine how their

training in project-related areas has impacted their business performance.

Page 8: Banking and Finance Project Management Training Solutions

8 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

said they had

improved effective

communications

in the business 73%

54% said they would

decrease risk

said training led

to an increase

in work quality 71%

said that their

productivity

had increased 55%

Professionals from the

retail banking industry

were asked to identify the

business impact they had

delivered back to the

organisation for their

participation in the training

events.

PROOF POINT 1: WHAT OUR BANKING AND FINANCE CLIENTS

HAVE TO SAY WITH REGARDS TO PROJECT MANAGEMENT

Page 9: Banking and Finance Project Management Training Solutions

9 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

$7,456 BENEFITS PER

LEARNER

6.21 BENEFIT TO

COST RATIO

1.93 PAYBACK PERIOD

(MONTHS) 521% ROI

PERCENTAGE

said that the training was

a worthwhile investment in

their career development.

88%

PROOF POINT 2: BANKING AND FINANCE PROJECT

MANAGEMENT TRAINING LINKED TO OUTSTANDING

INVESTMENT ROI

The above refers to some standard financial return on investment calculations based on a learner predicted 8.48%

improvement in job performance (adjusted for self-reported bias), a per student tuition cost of $1,200, and an average

project or contract manager salary of $80,000. These results are based on information gathered immediately following

their participation in an ESI training event.

Page 10: Banking and Finance Project Management Training Solutions

10 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

Reported that they learned new knowledge

and skills in ESI training courses 94%

Responded positively to the courseware,

including ­relevance of examples and the scope

of the materials

93%

Responded positively to questions on instructor

performance, interactions and engagements

in the classroom 94%

Predict success in applying the knowledge

and skills learned in ESI training on the job 92%

PROOF POINT 3: THE IMPACT OF PROJECT MANAGEMENT

TRAINING ON QUALITY AND EFFECTIVENESS

Page 11: Banking and Finance Project Management Training Solutions

11 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

Reported that their job

performance improved

within 60 days as a result

of the knowledge and

skills they learned in ESI

training events.

80%

Predicted that their job

performance would

improve in the next 12

months and that 52% of

their improvement would

be due to their

participation in an ESI

training programme.

49%

Reported increase in

employee engagement

following their participation

in an ESI training.

75%

PROOF POINT 4: IMPACT OF PROJECT MANAGEMENT

TRAINING ON PERFORMANCE IMPROVEMENT

Page 12: Banking and Finance Project Management Training Solutions

12 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.

WE SOLVE CLIENTS’

Project Challenges PARTIAL LIST OF BANKING CLIENTS