Documenti di Didattica
Documenti di Professioni
Documenti di Cultura
Business Leadership
Personal Effectivness
Managing Others
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December 2010
Table of Contents
1 - INTRODUCTION .............................................................................................................................................................. 3 A - What is Learning & Development? ........................................................................................................................ 3 B - The Development Guide ........................................................................................................................................3 C - The Benefits of Learning How to Learn ..................................................................................................................3 D - How to Use This Development Guide ....................................................................................................................5 2 NBAD COMPETENCY FRAMEWORK & DEVELOPMENT ACTIVITIES ..............................................................................6 A - Business Leadership .............................................................................................................................................7 1 - Big Picture Thinking .......................................................................................................................................7 2 - Customer Focus ............................................................................................................................................8 3 - Facilitating Change.........................................................................................................................................9 4 - Financial & Commercial Ability ......................................................................................................................10 5 - Market & Competitor Awareness..................................................................................................................11 B - Managing Others .................................................................................................................................................12 People Leadership ............................................................................................................................................12 6 - Attract & Retain Talent..................................................................................................................................12 7 - Coach & Develop Others..............................................................................................................................13 8 - Leadership ...................................................................................................................................................14 9 - Manage Performance ..................................................................................................................................15 Managing Relationships ....................................................................................................................................16 10 - Building Positive Relationships ...................................................................................................................16 11 - Conflict Management .................................................................................................................................17 12 - Negotiation Skills .......................................................................................................................................18 13 - Teamwork ..................................................................................................................................................19 C - Personal Effectiveness.........................................................................................................................................20 14 - Adaptability ................................................................................................................................................20 15 - Communication .........................................................................................................................................21 16 - Delivers Results (Execution)........................................................................................................................22 17 - Personal Ownership ...................................................................................................................................23 18 - Planning & Organisation .............................................................................................................................24 19 - Self-Awareness ..........................................................................................................................................25 D - Professional & Technical Expertise .......................................................................................................................26 20 - Business Development, Sales & Sales Management ..................................................................................26 21 - Customer Service & Relationship Management ..........................................................................................27 22 - Information Technology ..............................................................................................................................28 23 - Operations & Process Management ...........................................................................................................29 24 - Project Management ..................................................................................................................................30 25 - Risk Management, Compliance & Security .................................................................................................31 26 - Technical Knowledge (applicable also to Asset Management, Credit & Corporate Lending) ........................32
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December 2010
1 - INTRODUCTION
To build a culture of Learning where our employees continuously acquire new skills and knowledge that enable us to achieve NBAD strategic objectives..
We achieve our vision through four key of Learning & Development activities:
1. NBAD Academy provider of internal and external programs at all levels and across all UAE locations and
divisions
2. Al Manara Certification Program for Consumer Business for 5 Key Roles from Branch Manager to frontline
RSO
3. UAE National Development Programs AFAQ (Graduate) and NEW school Leaver Program for NTDs 4. Talent Management Executive Development, High Potential Programs, Education & Qualifications,
Competency Development Framework, and Talent Reviews.
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Every time you encounter a high or low point, have a success or make a mistake, the potential for learning is heightened. Similarly, each time you receive feedback, either positive or constructive, the potential for learning is there.
2- Learning opportunities
To achieve your personal development goals, you will need to take advantage of different learning opportunities. Courses and seminars offer traditional learning opportunities, as do researching and guided reading about different topics. However, there are many different ways in which learning can be carried out. Outlined below are some alternatives for you to consider, followed by suggestions for finding appropriate learning resources.
a) Work-based development techniques Planned work Planning work assignments to consolidate skills and systematically to provide steps for the acquisition of new skills and wider experiences. Including a clear brief and coaching in any new task to be tackled so that any skills or knowledge appropriate to the task, but lacking, can be acquired. Sitting next to Nelly can be an effective way of learning, as long as Nelly is competent. Other examples of modelling are going to meetings with more experienced colleagues or working as an assistant on projects. This involves the person trying out an activity in advance with feedback from their manager or a specialist, e.g. rehearsing a sales presentation. Formal assignments with deadlines and formal reporting of results, e.g. for extending business awareness. This could be across functions or office locations.
Coaching/Briefing
Modelling
This could be internal, or external. Internal working party experience can be short-term, e.g. for a special project, or on-going. For example: attendance at professional occasions; active participation in, or responsibility for, professional concerns; membership of a professional institute and involvement in its activities.
Professional activities
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b) Mentoring Mentoring involves building developmental relationships. You are unlikely to find all the different kinds of help and support you need from one person at work. Any other employee is a potential resource for development, including your manager or other managers, colleagues and team members. Outside your work, family, relatives, community or professional groups can all act as mentoring figures. NBAD Mentoring Program launches in Q1-2010. c) Off-the-job training resources Using this route to develop your skills in selected dimensions has a number of advantages. Given the number of courses available, you can get a very specific activity to meet your particular need. Attendance on a carefully selected program should ensure a high standard of tuition. Additionally, the shared experience of other course delegates can be of great value as part of the learning/development process. The investment involved in such training means that you must be very specific indeed about your learning objectives. In addition, as mentioned above, you also need to be careful when selecting a program to ensure that it matches your need. The NBAD Academy Team is here to support you to find appropriate courses. Information about regarding NBADs development classes can be found on the Academy intranet. d) Self-paced learning activities These include distance learning courses, video or audiocassettes, e-learning (computer-assisted learning programs using the internet or CD-ROM technology) and open learning. They have the advantage of being targeted at the individual learner, capable of being used at a pace to suit the learner and not reliant on organizational sponsorship. Contact Learning & Development to discuss availability.
2. 3.
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Competencies
Managing Self
Team Leader
Manager Managers
A 1 2 3 4 5 B1 6 7 8 9 B2 10 11 12 13 C 14 15 16 17 18 19 D 20 21 22 23 24 25 26 27 28
Business Leadership Big Picture (Strategic) Thinking Customer Focus Facilitating Change Financial & Commercial Ability Market & Competitor Awareness Managing Others People Leadership Attract & Retain Talent Coach & Develop Others Leadership Manage Performance Managing Others - Managing Relationships Building Positive Relationships Conflict Management Negotiation skills Teamwork Personal Effectiveness Adaptability Communication Deliver Results (Execution) Personal Ownership Planning & Organization Self Awareness Professional & Technical Expertise Asset & Investment Mgt Business Development, Sales & Sales Management Credit & Corporate Lending Customer Service & Relationship Management Information Technology Operations & Process Mgt Project Management Risk Management, Compliance & Security Technical Knowledge Other
Anticipates and delivers to meet customer needs and impacts bottom line performance
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A - Business Leadership
Uses visionary and systems Select any relevant article from a newspaper or business journal and discuss it with Develops unique strategies Communicates a clear
sense of purpose and mission for the long-term; maintains a focus on the future. innovations or new ideas; challenges the status quo with critical, strategic thinking. when a strategic shift in direction is critical for competitive advantage.
Classes internal
IDEAs NBAD Thought Leadership Program Breakthrough Leadership
Books
Strategic Thinking: A Step By Step Approach to Strategy. Simon Wootton and Terry Horne. Kogan Page, 2nd Ed, 2001 Essential Managers: Strategic Thinking by Andy Bruce & Ken Langdon. Dorling Kindersley Publishing, 2001. Corporate Financial Strategy by Ruth Bender & Keith Ward Harvard Business Review on Corporate Strategy 20/20 Foresight: Crafting Strategy in an Uncertain World, by Hugh Courtney, Harvard Business School Press, 2001 The Art and Discipline of Strategic Leadership by Mike Freedman, Benjamin B. Tregoe, McGraw-Hill Inc., 2003
Articles Videos
Classes external
Specialist conferences on Financial Services
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A - Business Leadership
of changing customer needs. questions to continually identify ways to meet changing customer needs, including innovations, process improvements and temporary workarounds. prioritizes, addressing customers needs or resolving problems. to ensure best customer practices.
customer focus techniques to identify and provide value-added services. other business units as (internal) customers.
Classes internal
Orientation Day Communicating & Interpersonal Skills Effective Report Writing Expertise in Secretarial & Admin Skills Intro to Customer Service Mindset
Books
The Trusted Advisor by David Maister. Simon & Schuster, 2001 Finding Out What Clients Want (Ch 18 of True Professionalism) David Maister Free Press, 2000 Consulting On The Inside An Internal Consultants Guide to Living and Working Inside Organizations by Beverly Scott. American Society for Training & Development, 2000 Fish! By Stephen Lundin, Harry Paul, John Christenson (Hyperion, 2000) with follow up books Fish Tales and Fish Sticks. The Truth About Trust In Business by Vanessa Hall Designing the Customer-Centric Organisation by Jay R.Galbraith Breaking Through - Implementing customer Focus by Sandra V.
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A - Business Leadership
Accepts accountability
for bringing about and leading change; involves others in the change effort. demands or challenges; receptive to new ideas. tension, stress and emotional challenges of transition; prepares others for change. be adaptable in times of change. effectively up, down and across the organization before, during and after the planned change; listens effectively. for others by sustaining performance during change; maintains a positive outlook.
Anticipates new
Classes internal
Leading Successful Change Managing Change IDEAs NBAD Thought Leadership Program Leadership journey Program
Books
The Change Masters - R Moss-Kanter Leading Change - J P Kotter The Creative Brain Ned Nerrmann A Force for Change: How Leadership Differs from Management, Kotter, 1990 The Challenge of Organizational Change: J. P. Kotter, 1992 Managing at the Speed of Change: Daryl Conner Read Fish! A Remarkable Way to Boost Morale and Improve Results, by Stephen C. Lundin, Managing at the Speed of Change by Daryl R.Conner
Articles
Lead change Successfully Kotter et al, HBR CD- Rom Managing Change Interactive CDRom (HBR)
Videos
Who moved my cheese? Dr Spencer Johnson Book and video
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A - Business Leadership
effectively manages financial plans/budgets budgets to control cost; exhibits prudence and policy compliance in expense management results; adapts forecasts, budgets and cost controls to achieve objectives
relationships among financial data and uses for problem identification and cost control creatively, especially when constrained
Classes internal
Financial Accounting 1 & 2 Financial Statement Analysis 1 & 2 See NBAD Academy site for additional Technical Learning & Development (these are being continually updated)
Books
How to Understand Financial Statements: A Nontechnical Guide for Financial Analysts, Managers, and Executives/Book and Disk by Kenneth R Ferris. Aspen Publishers 1992. The Balanced Scorecard: Translating Strategy into Action, by Robert S. Kaplan and David P. Norton (Harvard Business School, 1996) What They Still Dont Teach You at Harvard Business School: Managing people and building value, by Mark H. McCormick Finance for Managers (Harvard Business Essentials)
Articles Videos
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A - Business Leadership
Actively maintains
awareness of and knowledge about commercial markets and competitors of relevant complex commercial markets.
and how these influence the markets and might impact on NBADs profit or performance. serves as an internal expert; applies market expertise. update seminars.
Classes internal
Firm-wide meetings Internal information/ knowledge sessions General Banking Banking Operations 1 & 2 NBAD Orientation Day Career Mentoring for Mentees
Books
Creating Shareholder Value: A Guide for Managers by A Rappaport Understanding the Markets by David Loader
Articles Videos
Classes external
Industry Update Sessions
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Uses professional contacts Plans for and manages Models best practices
and associations to identify world-class, diverse talent. the orientation and on boarding of new hires. for employee retention and engagement: career opportunities, challenging work, job resources, clear goals, management interest, decision-making input, etc. for a specific technical or functional situation:
Longer term solutions: Discuss your longer term resourcing plans with your manager - think about individuals in your team, their capabilities, and career aspirations etc. to build up a picture of succession for both roles and individuals. Encourage your team to manage their careers proactively as well as their development do what you can to support them Speak at industry conferences and seminars raise NBADs profile as an employer Attend conferences and seminars - network! Lead your team in a consistent and effective manner see leadership competency for more ideas on what you can do short and longer term.
Classes internal
Career Mentoring Program (for Mentors) Career Planning Workshops Recruiting for Success War for Talent Workshop Leadership journey
Books
The War for Talent - Ed Michaels, Beth Axelrod, Helen Handfield-Jones Read Fish! A Remarkable Way to Boost Morale and Improve Results, by Stephen C. Lundin, People, Performance and Pay by Thomas P.Flannery Harvard Business Review on Managing Your Career Building Tomorrows Talent by Matthew Gay Career Development by Tricia Jackson Retaining Top Employees by J.Leslie McKeown
Articles Videos
Classes external
Networking forums for industry recruitment
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expectations for individual employees and the team. performance management and development processes to identify, assess and develop talent. time discussing career development interests and opportunities; provides support, advise, recognition and training; motivates others. which stretches employees; plans experiences to enhance competencies; looks for opportunities to delegate assignments. achieve targets; gives encouragement and feedback. to developing peak performers for future opportunities.
Spends one-to-one
Coaches others to
Classes internal
Coaching for High Performance Workshop Career Mentoring Program (for Mentors) Leadership Journey 1 & 2 Formula 4 Performance/ Making a Difference
Books
High Flyers - Developing the next generation of leaders - Morgan McCall - 1998 Implementing Change processes in Teams Management Teams -Meredith Belbin-1996 Zapp! - W Byham Experiential Learning, D. Kolb, 1984 The Power of Indirect Influence, by Judith C. Tingley Empowerment Takes More Than a Minute, by Ken Blanchard, John P. Carlos & Alan Randolph Empowerment by Ken Blanchard Harvard Business Review on Becoming a High Performance Manager Harvard Business Review on Managing Your Career The Empowered Manager by Peter Block
Articles Videos
A Passion for Excellence, by Tom Peters and Nancy Austin
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8 - Leadership Definition
Inspires, influences and leads others in pursuit of the vision in a manner consistent with the organizations core values. Key Behaviours Quick Wins:
Ensure that your team has current job descriptions and you are familiar with these. Set challenging yet attainable goals according to the job descriptions and review performance on a regular basis. Ensure your team understands the critical success factors, i.e. what has to be done to achieve business goals. Analyze systematically the strengths and weaknesses of the whole team and the individuals within the team together with all the roles & objectives that are appropriate. Spend time getting to know each of your team as individuals. Encourage individuals to come to you with ideas to improve their own and the teams effectiveness Try to identify what motivates the different individuals in your team. Ask them to discuss with you situations when they have felt motivated and times when they have felt less motivated this will differ on an individual basis. Review your own leadership behaviours and style; seek regular feedback & act on it to demonstrate your intent. Think about the extent to which you lead vs. manage - what can you do more/less of? Read autobiographies from current & former business leaders.
meet the needs of different groups or individuals. provides direction to others by establishing strategy and seeking business growth. others to commit to a change or challenge; has passion for the work, the business and people. serves as a positive role model; develops others to lead and commits to talent development. up, down and across the organization; mediates opposing positions and persuades others to act on problems, issues or crises; listens effectively. often without direct supervisory authority.
Communicates effectively
Classes internal
Breakthrough Leadership Insights into Leadership NBAD Leadership Journey 1 & 2 IDEAs NBAD Thought Leadership Program Managing Change Leading Successful Change Coaching for High Performance Formula 4 Performance Mid Year Review
Books
Good to Great! Jim Collins The Five Dysfunctions of a Team Patrick Lencioni Leaders-strategies for taking charge-Bennis,Nanus The Leadership Challenge: J. M. Kouzes & Pozner, 1999 Working with emotional intelligence Daniel Golman First, Break all the Rules: What the Worlds Greatest Managers do Differently, by Marcus Buckingham & Curt Coffman 7 Habits of Highly Effective People by Stephan Covey Power & Influence by John Kotler Empowerment by Ken Blanchard Grow Your Own Leaders by William C.Byham Leaders by Warren Bennis Harvard Business Review on Decision Making
Articles
What makes a leader Daniel Goleman (HBR) Leadership that gets results Daniel Goleman (HBR) What leaders really do J Kotter (HBR)
Videos
Fish and Fish Sticks! Charterhouse Learning In Search of Excellence - Tom Peters Organisation
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Quick Wins:
Maintain information on each of your direct reports. Keep track of successes, failures, development needs, and how you have agreed to help. Also record any unplanned achievements ad hoc projects, responsibilities etc. Use this file during the performance review process. Examine your approach to developing others. Do you give others an opportunity to think and act on their own? Do you tell others what to do in specific detail? Have you made an analysis of when to give direction and when to simply provide support? Take specific steps to keep all team members focused on achieving the ultimate goals and objectives. Ensure that each person understands how his or her role contributes to the overall success of the project and of the group. Remember that the team must work cohesively to accomplish its goals. Ensure your team all have Performance and Development Objectives and that you review these with them regularly.
Classes internal
Formula 4 Performance - Mid Year & End of Year Review Financial Accounting 1 & 2 Financial Statement Analysis 1 & 2 Coaching for High Performance NBAD Leadership Journey I & 2 IDEAS Thought Leadership Program
Books
Read Fish! A Remarkable Way to Boost Morale and Improve Results, by Stephen C. Lundin, Empowerment Takes More Than a Minute, by Ken Blanchard, John P. Carlos & Alan Randolph First, Break all the Rules: What the Worlds Greatest Managers do Differently, by Marcus Buckingham & Curt Coffman Why Teams Dont Work, What Went Wrong and How to Make it Right, by Harvey Robbins and Michael Finley People Performance & Pay by Thomas P.Flannery Harvard Business Review on Becoming a High Performance Manager Career Development by Tricia Jackson Command Performance - A Harvard Business Review Book
Articles Videos
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Quick Wins:
Look to relationship building as permitting you to exceed the value of individual effort because of combined efforts. Bring colleagues (internal or external to the organization) together to generate ideas aimed at supporting strategic alliances, (e.g. funding for a new project, a new technology, etc.). Evaluate the probability of success or feasibility of alternatives for various activities as a group. Draw a networking diagram and review how you spend your time and who with. Investigate using the network / involving key people to reach a company / business objective. Use your organizational chart to help you build a picture of the areas that surround your own work group. Identify the various functions and familiarize yourself with their business needs and the competencies required for these roles. Take action to learn more about the parts of the organization that are unfamiliar to you. Develop a diagram of the impact of those around you. Review your branch/divisions organization chart. Draw arrows to every person that affects your work directly or indirectly. Identify the departments/functions in which those people work Maintain contact with key individuals. Keep in touch on a regular basis with people you know throughout the organization, so you can quickly get their support when you need it. Schedule times to contact or get together with these individuals if you have difficulty keeping in touch on a less formal basis.
Classes internal
Influencing Skills Communication & Interpersonal Skills Conflict Management Negotiation for Success Advanced Negotiation Project Management - Advanced Career Mentoring (for Mentees) Expertise in Secretarial & Admin Skills Project Management Essentials E-mail Etiquette Leading Successful Change Managing Change
Books
Power and Influence: Beyond Formal Authority, by John Kotter (The Free Press, 1986) How to Win Friends and Influence People, by Dale Carnegie Read Managing Strategic Relationships: The Key to Business Success, by Leonard Greenhalgh Networking Magic: Jill Lublin Conversationally Speaking: Tested New Ways to Increase Your Personal and Social Effectiveness, by Alan Garner People Styles At Work by Robert Bolton & Dorothy Grover Bolton Influence Without Authority by Allan R. Cohen The Art of Talking so That People Will Listen by Paul W.Swets
Articles Videos
Power Talking Skills - CareerTrack Publications
Classes external
Networking within industry etc. Page 16
December 2010
Quick Wins:
Try to understand a point of view which is different than your own. After an interaction with a person who has disagreed with your position, try to put yourself in his or her shoes. Imagine what that person was thinking or feeling at the time. Determine whether you can summarize their concerns. If not, return for further discussion. Look for opportunities in your working and non-working life to discuss topics that may have differing points of view. Resist the temptation to try to convince them to change to your point of view. When in a heated discussion, ensure you focus on the issues at hand and leave personal matters aside. Ask yourself, Is what I am saying or doing productive in trying to resolve this situation? Employ tact at all times; if presenting an unpopular position to someone ensure you deliver your message in a way that creates little or no hostility and preserve the other persons sense of dignity. Plan, perhaps as far as possible what you intend to say. If you are sensing trouble brewing with an individual take steps to bring the disagreement or grievance into the open before it turns into a conflict situation. Reflect on conflict situations that have occurred in the past. Identify those, which had successful outcomes, and those which had less successful outcomes. Summarize what you did differently in the successful situations as compared with the less successful situations. Keep this information at the back of your mind and use it when next faced with conflict situation. Diagnose your natural conflict style use instruments such as the Thomas Kilman conflict Mode instrument, or seek support from your team manager. Observe someone you admire in his or her handling of conflict. How do they de-escalate it?
Classes internal
Conflict Management Communication & Interpersonal Skills
Books
Conflict Management: The Courage to Confront - Richard J Mayer Control Yourself! - M K Gupta Anger at Work: Learning the Art of Anger Management on the Job, Hendrie Weisenger
Articles Videos
Classes external
Conflict Management: A Communication Skills Approach, Deborah Ronsoff, David A. Victor Getting to Resolution: Turning Conflict into Collaboration, Stewart Levine Getting Past No: Negotiating Your Way From Confrontation to Co-operation, by William L.Ury Managing conflict with Peers, Tatula Cartwright Managing Conflict with Direct Reports, Barbara Popejoy, Brenda J. McManigle
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Quick Wins:
Regularly compare actual results with targets. Discuss and implement strategies for improving results with a mentor / coach who is known to be an effective negotiator Create a timetable for each client to achieve established goals ensure you include specific tasks to be delegated to others as well as your own responsibilities. Gather information ahead of time. Identify the people whose support you need to implement a new idea, project, or plan. Before formally presenting your proposal, find out what each of these people think about your proposal, and develop a plan to do what is necessary in each case to ensure the support you need. Take the initiative to develop a direct personal relationship with clients in order to gain greater insight into their reactions and feedback
Classes internal
Negotiation for Success Advanced Negotiation Conflict Management Influencing Skills
Books
Getting To Yes: Negotiating Agreement Without Giving In, by Roger Fisher and William L.Ury Getting Past No: Negotiating Your Way From Confrontation to Co-operation, by William L. Ury Executive Teams - David Nadler, Janet Spencer-1998 Getting things done when you are not in charge - G.Bellman Power & Influence - JP Kotter The Empowered Manager - Positive political skills at work - Peter Block The Influential Manager - Bryce The Art of Talking so that People Will Listen: Getting Through to Family, Friends, and Associates, P. W. Swets, Prentice Hall, 1983 Influence Without Authority, A. Cohen and D. Bradford, J. Wiley & Sons, 1990 1997
Articles Videos
Classes external
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13 - Teamwork Definition
Contributes as a productive member of a team; participates fully in the achievement of team objectives; Key Behaviours
Creates a positive team environment with support, empathy, encouragement and collaboration. Helps the team achieve goals by sharing workload, working cooperatively, involving others, keeping agreements and pitching in. Ensures team members get credit or recognition for work done. Collaborates as a team player and never undermines others. Takes responsibility for organizing, facilitating and leading team meetings; uses effective group process skills. Add your own indicator for a specific technical or functional situation:
Quick Wins:
Spontaneously offer to help someone, even if you are busy. Pay extra attention to assisting new team members. Try to deal directly with individuals with whom you are not happy about something rather than complaining to others. If you have an issue, talk to the person about the behaviours/ actions that youre unhappy about and do so when you are calm. Monitor the way in which you speak about the members of your work group. Check yourself to ensure that you speak positively about the strengths and capabilities of others and refrain, whenever possible, from criticizing others in your conversations. In your home life, think about how much you listen to and understand those around you. How do you show them that you are concerned about them? How do you behave when there is a conflict between your friends or members of your family? Discuss with a mentor and plan a strategy for improving your listening skills. List situations that you would like to handle with more appropriate assertion. Start with the one that presents relatively least challenge. Discuss with colleagues, who have seen you in the situation, how you handled it. Rehearse with them more effective tactics. Then test your rehearsed responses in real life until you begin to see improvements. Get involved in activities outside work that involve teamwork, e.g. team sports, quiz teams, local committees.
Classes internal
Communication & Interpersonal Skills Insights into Leadership
Books
The Wisdom of Teams Katzenbach, Developing Superior Work Teams: Building Quality and the Competitive Edge, D. C. Kinlaw, Lexington Books, 1991 Groups That Work (and Those That Dont), J. R. Hackman, Jossey-Bass, 1990
Articles Videos
Team Building: How to Motivate and Manage People Career Track Publishing Team Building (Performance Resources Inc FISH Philosophy
Making Groups Effective, 2nd ed., A. Zander, Jossey-Bass, 1994 Whos Got the Ball (and Other Nagging Questions about Team Life): A Players Guide for Work Teams, M. OBrien, Jossey-Bass, 1995 Why Teams Dont Work, What Went Wrong and How to Make it Right, by Harvey Robbins and Michael Finley The Five Dysfunctions of a Team by Patrick Lencion FISH A Remarkable Way to Boost Morale & Improve Results by Stephan C. Lundin
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C - Personal Effectiveness
14 - Adaptability Definition
Ability to adapt ones approach to the requirements of a situation or person as needs change. Key Behaviours Quick Wins: Talk through in detail, with your manager or a colleague, a recent project for which you have had responsibility. How rigid were you in your approach? Were you open to new ideas and alternatives? How did you deal with unforeseen circumstances? How could you have handled it better? When you encounter difficulties, focus on the possible benefits of overcoming them. Try to look for opportunities rather than avoiding threats. Ask your colleagues/partner/friends how they perceive your ability to handle pressure. In what ways do you respond well? In what ways do you respond less well? List the points, aim for more of the former. Look in the business press for information on how competitors have dealt with transitions and changes consider the different ways in which people and organizations handle mergers/redundancies/acquisitions etc. Take time out to think about all the possible changes that you anticipate might happen in the next six months. Write down all the things you can do now to prepare and adapt.
Responds effectively to
changing demands and requirements; remains positive, supportive and loyal. uncertainty; figures out how to adapt individual goals to new organizational realities. recovers from mistakes or failures. when under pressure. and responsibilities.
Tolerates ambiguity or
Is resilient; learns from and Manages stress effectively Welcomes new projects
Longer term solutions: Participate in an MBTI session (Myers Briggs Type Indicator) to develop more awareness about your personality type Learn more about your personal stress triggers and identify strategies to manage these. Take regular exercise to increase your fitness and levels of endurance. Identify interests you could develop outside of work that give you the opportunity to learn new skills and adapt to new situations. Choose one or two of these and make time to take them up. In-house/ External learning opportunities
Classes internal
Influencing Skills Creative Problem Solving Project Management Essentials Effective Report Writing
Books
Who Moved My Cheese by Dr Spencer Johnson. Penguin Putnam, 1998. Adapting to Change: Making it Work for You by C Goman. A Survival Guide to the Stress of Organizational Change by P Pritchett and R Pound.
Videos
Who Moved My Cheese by Dr Spencer Johnson Humour, Risk and Change by W C Metcalf Pressures On Managing Stress At Work BBC Videos.
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C - Personal Effectiveness
15 - Communication Definition
Express themselves clearly, effectively and persuasively verbally and in writing. Key Behaviours
Effectively translates technical information or complex issues into simple, jargon-free messages. Takes time to consider the needs of others when planning a written or verbal communication. Uses effective listening and questioning skills to confirm understanding Writes clear and concise reports, memos, recommendations and other business materials. Delivers engaging, persuasive presentations to small, large or specialized audiences. .Effectively presents or discusses technical, complex or sensitive issues. Drafts complete, accurate and useful special documents, such as requests for proposals (RFPs), business proposals or regulatory reports. Add your own indicator for a specific technical or functional situation:
Quick Wins:
Pick a colleague in the organization who you believe would benefit from having someone listen to their issues. For example, someone who is having difficulty with work. Create an opportunity to have them discuss the situation with you (if they wish). Use this discussion to practice your listening skills. Diagnose the reasons why you are not being a good listener. Force yourself not to engage in distracting activities while exchanging with others and instead give your full attention to the conversations. Use paraphrasing. Practice using paraphrasing as a way to check your understanding of what the other person is saying. Be careful not to alter their words to suit your meaning. Keep a log of situations where you felt you demonstrated effective Communication skills. Review the log and get comments from another person. Pay attention to the non-verbal cues of others during your next conversation. Look for specific cues and discuss the implications of these cues with a peer (e.g. arms or legs crossed frequently indicates anger, withdrawal or resistance; hands folded frequently indicates thinking, weighing of alternatives; and lack of eye contact frequently indicates detachment, boredom, and/or fear) Before sending out any written communication, check that it makes sense and conveys your message clearly and concisely. Consider asking a colleague to review the document. Ensure your spell checker is activated.
Classes internal
High Impact Presentations Advanced Presentation Effective Report Writing E-Mail Etiquette English Language Communication & Interpersonal Relationships MSO Word MSO Excel MSO Powerpoint Career Mentoring (Mentors) Creative Problem Solving
Books
Eats Shoots and Leaves: The Zero Tolerance Approach To Punctuation by L Truss 20 Communication Tips at Work: A Quick and Easy Guide to Successful Business Relationships, by Eric Maisel (New World Library, 2001) Listen Up: How to Improve Relationships, Reduce Stress, and Be More Productive by Using the Power of Listening, by Larry Lee Barker, & Kittie Watson Working with Emotional Intelligence, by Daniel Goleman (Bantam Books, 2000) How to Win Friends and Influence People, by Dale Carnegie How to Get Your Point Across in 30 Seconds or Less, by Milo OFrank Winning Presentations David Gilchrist with Rex Davies, Gower Publishing The Art of Talking so That People Will Listen by Paul W. Swets Influence Without Authority by Allan R. Cohen Conversationally Speaking by Alan Garne
Articles
CD Rom Business Communications Xebec
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C - Personal Effectiveness
activity, interest and involvement for extended periods or in crisis situations. to check for errors and comprehensiveness.
processes; suggests where efficiency or quality improvements might be made. quality of outcomes in order to continue to drive positive results.
Classes internal
Creative Problem solving Expertise in Secretarial & Admin Skills Maximize Your Time Project Management Advanced MSO Word/ MSO Excel/MSO Powerpoint Financial Accounting 1 & 2 Financial Statement Analysis 1 & 2 Leadership Journey Formula 4 Performance
Books
Decision Taking Colin Chase (The Industrial Society) June 1998 Paul Murphy et al Focused Quality - Managing for Results (Kogan Page) 1995 The 7 Habits of Highly Effective People - Stephen Covey (Simon & Schuster NY) 1990 Its Not About The Bike by Lance Armstrong. Penguin Putman, 2000. Chicken Soup For The Soul by J Canfield and M Hansen Leadership That Gets Results by Daniel Goleman 2002 Turning Goals into Results by James Collins 2002
Articles Videos
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C - Personal Effectiveness
Acts as an entrepreneur;
takes ownership.
accountable and shoulders the responsibility for the consequences of actions and decisions. allocating autonomy and accountability whilst retaining overall personal responsibility (the buck stops here). responsibility for any limitations or mistakes.
Delegates decisions by
Acknowledges
Classes internal
Career Development Planning Career Mentoring (for Mentees) Maximize Your Time
Books
The Power of Personal Accountability: Achieve What Matters To You by Mark Samuel and Sophie Chiche. Xephor Press, 2004. Getting Things Done When You Are Not In Charge by Geoffrey M.Bellman People Styles At Work by Robert Bolton & Dorothy Grover Bolton
Articles Videos
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C - Personal Effectiveness
Key Behaviours
Quick Wins: Talk through in detail, with your manager or a colleague, a recent project for which you have had planning responsibility, to see what you did well and what you could have done better. For the next meeting you hold, or you attend, see that there is an agenda well in advance, with indications of what preparation is needed. Ensure that this is regular practice. Take a decisive approach to your in-tray. Set aside a regular time each morning to prioritize its content and endeavour to adhere to the order in which you have prioritized tasks as you deal with them. Set aside a regular time each week to list everything you and your team need to do in the next couple of weeks and establish priorities for these activities.
and objectives for self and team. ensures plans are clear and detailed; ensures assignments are understood. optimizes the use of time and resources. check progress; has contingency plans. customer needs and workload into a plan. agrees realistic targets, through basic time management and organisation. Is expected to meet deadlines deploys them to achieve best results. Prepares in advance, briefs team on relevant matters affecting the business and department and reminds others to do the same. into clear operational plans that impact business performance.
Ensures controls to monitor and Integrates priorities, plans, Organises own work and
Longer term solutions: Get to know about useful planning and time management techniques, e.g. network planning, critical path analysis. Apply a simple critical path analysis to some project you are about to start. Attend an internal program on Managing Time or if appropriate Managing Projects Ask for feedback from customers and colleagues regarding how efficient and effective they think you are.
Classes internal
Maximize Your Time Insights Into Leadership Career Development Planning Project Management Essentials
Books
First Things First by Stephen Covey, Roger Merrill, Rebecca Merrill (Simon & Schuster NY) 1994 Getting Things Done: The Art of Stress Free Productivity by David Allen 2003
Articles Videos
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December 2010
C - Personal Effectiveness
19 - Self-Awareness Definition
Accurately assesses own strengths and weaknesses Recognizes impact on others and on own performance. Key Behaviours and weaknesses; takes time to think about own preferences, motivations, style etc. and intelligent use of emotion and expression; identifies ways to handle hot buttons at work. bandwidth for effectiveness. Quick Wins: irritate you, and of behaviours you find difficult to tolerate. Make a conscious effort to get to know people before making judgments.
Understands own strengths Understand yourself better by making a list of your major prejudices, of people who
Attend MBTI (Myers Briggs Type Indicator) session to build your self awareness, as well as your impact on others. Ask for feedback from you colleagues regarding their impressions of you strengths and areas for development. Proactively ask for customer feedback what do you need to stop, start and continue doing to ensure you exceed expectations. If you are a leader, ask your team for feedback on your strengths and areas for development. Longer term solutions: Work through a good 360 feedback process to identify how emotionally self-aware other perceive you are. Work on a personal development plan using this process as the basis Once you have identified what triggers certain behaviours take a view about the organizational context so you can try to manage your behaviours more effectively Carry out an evaluation of outcomes from situations and relationships that have been successful for both yourself and NBAD. Build on this learning. Regularly review your KTOs plan and discuss these with your manager. Think about how these fit into your longer-term career development. Ensure you have a development plan agreed that is reviewed regularly. Ensure that you are aware of the development options and resources available to you, e.g. in-house training courses, external training courses, relevant literature etc. Identify those, which would support you achieving your goals and discuss with your manager incorporating them into your development plan. Let people know that you are looking for development opportunities, increased responsibility and challenge! Make a habit of seeking feedback on your performance at the end of a project or piece of work. In-house/ External learning opportunities Suggestions: Books/ DVD/ Videos/ CDs to read, watch, listen..
Classes internal
Career Development Workshops Insights into Leadership NBAD Leadership Journey 2 Influencing Skills Conflict Management Breakthrough Leadership High Impact Presentations Advanced Presentation
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Books
Emotional Intelligence Why It Can Matter More Thank IQ by Daniel Goleman. Bantam 1997. Working With Emotional Intelligence by Daniel Goleman People Styles at Work Robert Bolton and Dorothy Grover Bolton (American Management Association) 1996 The Positive Thinkers Ten Commandments Alice Potter, Berkley, 2001.
Articles
CD Rom Emotional Intelligence At Work - SkillSoft
December 2010
information and approaches that can be applied to enhance NBADs profit and performance consistent with its vision and values business, what would I do?
Longer term solutions: Periodically arrange meetings with your colleagues or team to brainstorm possible alternative solutions to improve efficiency and profit. Conduct a breakdown of the costs and resources on which your area/ function has an impact. Is there any way you can improve efficiency and profit?
Classes internal
High Impact Presentations Advanced Presentation Negotiation for Success Advanced Negotiation
Books
Successful Customer Relationship Marketing: Foss, B; Stone, M;
Articles Videos
Achieving Major Sales Using the SPIN Technique Video Arts
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December 2010
and their needs well and continuously checks if there is a change in their expectations and maintains effective relationships with customers and gains their trust and respect processes, b) employee commitment to customer service, and c) customer dialogs
Proactively establishes
Longer term solutions: Surprise and delight your customers, give your customers more than they expect Build strong relationships with your customers. Invite them to company meetings, luncheons, workshops or seminars. Create special events for your customers like parties, barbecues etc. This will make them feel important when you include them in regular business operations and special events. Be :
Classes internal
General Banking Banking Operations 1 & 2 Intro to CS Mindset Selling skills
Books
Successful Customer Relationship Marketing: Foss, B; Stone, M;
Articles Videos
Fish Philosophy
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December 2010
Key Behaviours
Quick Wins:
Picks up IT subjects quickly Find the master professional in the technology you need and ask whether s/he Can learn new information would mind tutoring you lightly
technology skills and knowledge Use the help menu to learn more and use the programs efficiently
Longer term solutions: Check for night time or weekend courses for your topic of interest Practice by picking some technology related subjects to your work and quietly become and expert on it Schedule time to browse on the internet with no purpose for looking for new things in & out of your speciality Create opportunities to practice whatever you learn from courses & seminars in your daily life
Classes internal
MSO
Books
Check the manuals of the programs
Articles Videos
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December 2010
Has competencies to plan, implement, manage and improve highly effective operational practices and processes in order to provide an outstanding level of timely and cost-effective service delivery, information and reporting outcomes to internal and external customers
Key Behaviours
Quick Wins: Identify the main processes in your area of responsibility Split those main processes into series of steps Assign resources for each step and see the bottlenecks if there is any Try improving the total process by different actions Find somebody who knows what process mapping is and try to learn from him
Knows what to measure and Can see opportunities for Can simplify complex
processes synergy and integration where others can not Longer term solutions: Implement a mechanism where you learn the expectations of your customers in terms of service quality, timing and efficiency Match your current services and operations with your customer expectations, form your current process map Identify the ideal process map and make an action plan to actualize it by figuring out the improvement areas and bottlenecks in your current processes
operations and processes to assure the best service quality, shortest process time and the most cost efficient way
Classes internal
Remedial Credit Introduction to Corporate Credit 1 &2 Retail Credit Banking Operations 1 & 2 Creative Problem Solving
Books
The Process Edge Creating Value Where It Counts by G.W. Peter Keen
Articles Videos
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December 2010
Key Behaviours
Quick Wins: Ask your team for feedback on how you plan projects - what do you do well and what could you do better with regards to project planning? Review a recent project, taking into account resources used, costs, the time scales and final outcome. Match this to initial forecasts and think about areas for possible improvement. Before starting out on a complex project or other plan, consider what elements of that project could go wrong or otherwise fail to be delivered. Draw up contingency plans to overcome these possible problems.
identifies budget, staff, resources and scheduling; uses current project management tools. coordination of activities to achieve project plans; manages and drives results monitoring and control tools to track project progress. mediates conflicts, manages communication and provides project reports
project and anticipates potential obstacles and acts to minimize impact on project success estimates, financial budgets and timelines project risks, develops mitigation plans and actively monitors risks
Classes internal
Project Management Essentials Project Management Advanced Maximise your Time
Books
Project Management for Dummies by Stanley E Portny 2000 The Relationship Manager: The Next Generation of Project Management by Tony David & Richard Pharro. Gower 2003. First Things First by Stephan Covey The Project Office by Thomas R.Block & J.Davidson Frame
Articles Videos
Project Management Video Arts (available via NBAD University http:// training.intranet.NBAD. co.uk/training/barc_tdg/bul/ index.htm ).
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December 2010
Quick Wins:
Before starting out on a complex project or other plan, consider what elements of that project could go wrong or otherwise fail to be delivered. Draw up, with the help of your manager, contingency plans to overcome these possible problems. Discuss with a mentor a risky decision which you have taken over the past few months. Evaluate the degree of risk involved and the effectiveness of your decision. Look at what you could have done to maximize the success of your risk taking. Contact Compliance if you are in doubt about the rules, dont guess Pre-clear your personal account trades with Compliance Declare to Compliance any gifts and hospitality received valued above 100 Obtain prior approval for gifts and hospitality received valued at over 200 Escalate any possible breaches/errors to Risk or Compliance immediately Gather sufficient information on which to assess your clients classification (opted up private clients/intermediate clients or market counterparties) Tell your client what their classification is Tell Compliance if you suspect possible money laundering or are concerned about the identity or intentions of a client or prospective client Check out the regulatory implications before you re-organize a department and announce it to the firm Keep your organization charts and job descriptions up to date Pre clear all marketing material with Compliance Present financial promotions in clear, understandable language for the intended audience Involve Compliance and Legal at an early stage if you are planning a new marketing campaign/launch an internet site or similar activity Protect confidential information, both in the office and at home/on business Inform Legal if you have been invited to become a director of any external company Escalate complaint letters to Compliance and the CEO on receipt Consult Compliance, Legal or Pooled Product Management before you have any contact with regulators
Classes internal
Remedial Credit Retail Credit Introduction to Corporate Credit 1&2 General Banking Page 31
Books
If It Aint Broke... Break It, by Robert Kriegel & Louis Patier (Warner Books, 1992) Learned Optimism, by Seligman (M. E. P. Pocket Books, 1990)
Articles Videos
December 2010
26 - Technical Knowledge (applicable also to Asset Management, Credit & Corporate Lending) Definition
Define the competency for your technical or functional knowledge needs, as outlined below: An in-depth understanding of relevant and current technical knowledge, applications and techniques required for successful performance of the position; Detailed knowledge and expertise in relation to the technical or professional aspects of work demonstrating depth and breadth of experience; The ability to absorb new information and keep up-to-date. Key Behaviours Quick Wins: Ensure you are a member of a relevant professional body or society. Make the time to read their publications and attend update events. Take out a subscription to a relevant professional journal and make time to keep current with advancements in your field. Identify someone in NBAD who is well respected as a specialist in their field. Talk to them about how they keep their skills and knowledge up to date. Ask your colleagues or manager for feedback on your technical expertise. Identify actions to build on your strengths as well as develop knowledge gaps.
Longer term solutions: Learn how to skim documents quickly to abstract the main information. Identify individuals in other organizations who work in your field. Set up a network and exchange thoughts and views on topical issues within your own area of specialism. Similarly you could consider establishing specialist network discussion groups in NBAD, where current and future issues are reviewed and discussed at regular intervals. Consider hot desking- sitting with an expert for a time (e.g. day) to learn more about their job. Get involved in a technically demanding project, where you will have to use and update your technical skills and knowledge. Identify an area of your work that would be of interest to others in your specialism and write an article for publication in a relevant journal. In-house/ External learning opportunities Suggestions: Books/ DVD/ Videos/ CDs to read, watch, listen..
Classes internal
Remedial Credit Introduction to Corporate Credit 1 & 2 Retail Credit See NBAD Academy site for additional Technical Learning & Development (these are being continually updated)
Books
Articles Videos
Classes external
Contact your relevant professional body for classes and networking events. Page 32 December 2010