Click each category below to see a selection of recent projects that we have completed.
Project management and change management for the implementation of new corporate finance products
Implementation and project management of systems and content development for an e-learning pilot in a major bank
Delivery of a consultative sales program to three teams of institutional equities traders
Design and delivery of a communication effectiveness program for equities research analysts, featuring interpersonal communication skills, writing skills and presentation skills
Co-development of online assessments to test staff knowledge on compliance subjects
Design and delivery of writing skills program for senior banking executives
Design and delivery of a training program on effective change communication skills for 120 managers in a major financial services group
Delivery of a one-day team building and communication program using DiSC methodology and survival simulations for corporate business teams
Development of training and communication materials to support the release of a new banking product
Design and development of a series of financial product knowledge modules for consumer finance account managers
Development of a business process blueprint for all departments in an asset management firm
Preparation of training plans for a range of job roles in customer service, lending and sales to ensure training and skill development was completed to meet the requirements of the roles
Development of a range of materials to support the implementation of a web-based e-commerce system that allows retail merchants to make on-line applications for consumer finance
Development of a range of materials (workshops, modules, reference guides, self-study booklets) for 350 operations staff which led to improved job performance and customer satisfaction. Materials were developed for areas including: customer service, sales, collections, card services, accounting, consumer lending, motor retail lending and business finance lending
Development of a series of team leadership programs to improve effectiveness of 22 team leaders
Leadership program using LSI for executive team, including one-on-one coaching sessions
Development of a series of management training modules for store managers with Australia’s leading eyewear provider
Development of safety procedures guide to ensure staff awareness of safe workplace procedures
Retained as advisers on professional education and development for professionals in the mortgage origination sector (2001 – 2006)
Instructional design of technical skills workshops for the Nursery and Garden Industry Association
Delivery of customer education seminars across Australia for the leading publisher of business knowledge and information