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Corporate Training Partnerships - for financial services professionals

Developing and Implementing Strategy

Course Code: 2001
Dates: On a date of your choice
Venue: TBA
Course Fees: Available on application
CPD Credits: 12 hrs

To discuss your requirements or for further information contact us on 0203 170 5779 or email info@ctp.uk.com

Developing and Implementing Strategy Course Outline

This 2-day, intensive residential workshop on developing and implementing strategy gives Directors and Senior Managers the tools to help them contribute to, or lead, strategy development. The process helps individuals gain a fundamental understanding of how a corporate strategy is developed and how to lead a management team and organisation through to communicating and implementing that strategy.

You'll learn a number of techniques that will help you to: 

 Set clear goals 
 Consider and plan for external impacts 
 Think through the capabilities of the organisation to execute the strategy 
 Develop plausible scenarios

Who should attend? 

 Senior Managers or Board Members with responsibility for setting strategy and plans 
 Business Development Executives tasked with facilitating development of the strategy 
 Group, department or team managers wishing to develop a strategy for their team

How delegates will benefit

Led by an experienced consultant who has been at the leading edge of helping businesses to find their way to success, the course will be highly participative, allowing you to apply techniques and will: - 

 Focus on how to manage and use the existing knowledge of people within the business 
 Include a number of business analysis models 
 Follow a process for creating and implementing the strategy that can be repeated in your own environment 
 Include challenges faced by both business generation and support areas 
 Address the political, legal, economic and technological issues that face the financial services industry

Training Approach

This workshop is uses a combination of trainer input, knowledge sharing with interactive syndicate work and case studies

Group size is generally kept to a maximum of 12 to facilitate sharing of experience amongst the delegates

Workshop Leader: Jayne Owen

Jayne is the Chief Executive of Corporate Training Partnerships Ltd and joined from the Ernst & Young Regulatory Practice where she delivered consultancy services to help major clients address compliance issues. She has over thirty years experience in the financial services industry and has worked within a regulatory body, the Investment Management Regulatory Organisation, as well as Barclays Bank PLC and the National Westminster Bank Group.

Her commercial experience spans most aspects of financial services from sales and marketing to finance, planning and operations within regulated firms she therefore brings both a broad understanding of regulation as well as business acumen to bear on issues.

In a training role Jayne uses a high degree of facilitation to draw out the experience of delegates. She challenges constructively to deepen understanding and enable the practical business advantages to be explored from using new knowledge and skills in the workplace.

Programme Outline

SESSION

AIM

CONTENT

Recognising Corporate Strategy To recognise a good Corporate Strategy
  • What is a Corporate Strategy 
  • Critical Success Factors for a good Corporate Strategy 
  • Where strategy becomes something else
Overview of Process To describe a process for developing a Corporate Strategy
  • Key steps in developing a Corporate Strategy 
  • The purpose for each step
Values Audit To understand how to gain agreement on an organisation’s Core Values
  • Identifying Management Team values 
  • Agreeing on Corporate Values
Mission Statement To follow a process for identifying a Corporate Mission Statement
  • What is the Core Business? 
  • How are you delivering it? 
  • Phrasing a Mission Statement 
  • Check criteria
Vision Statement To understand what is a Corporate Vision Statement and how to create one
  • What makes a good vision statement
  • Setting internal state for creating visions 
  • Agreeing a corporate vision
Preparation for Analysis To explore preparatory work useful for the strategy session
  • Preparing information and analysis 
  • PESTEL
SWOT Using a SWOT to analysis factors affecting the business
  • What is a SWOT 
  • Using a SWOT to analyse the business
SWOT for Strategy To describe an approach using SWOT in developing a Corporate Strategy
  • The SWOT from multiple perspectives    
  • Risk/Benefit analysis 
  • Overnight exercise

Review of day 1
To review the learning from day 1
  • Review overnight exercise 
  • Review highlights from previous day
Strategy considerations To consider a range of approaches in developing a strategy
  • Possible generic strategies 
  • TOWS Matrix 
  • Developing strategy options
Developing the Strategy To develop a strategy to achieve the business vision taking account of factors affecting the business
  • Getting agreement on a strategy 
  • Checking complete
Implementation To identify critical factors and understand the steps required in implementing a business strategy
  • Feedback and buy-in from the organisation 
  • Finalising 
  • Converting to action plans 
  •  Evaluation and Control
Review of process
To review the process and assess the outcome achieved
  •  Review of process 
     Assessment of outcome


To book this course, discuss your requirements or for further information contact us now on 

0203 170 5779 or email info@ctp.uk.com 

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Booking

If you are interested in booking this course, or if you have any questions, please call call us on 01327 858307.

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