The work described in this case study was performed by LEO Learning prior to becoming part of GP Strategies.
Challenge
We were engaged by the global banking division of a large international bank to develop and deliver a major conduct project in response to the UK’s Financial Conduct Authority’s Conduct Risk initiative. There were a number of challenges, including striking the right tone in the materials, encouraging challenge and decision-making on difficult and subjective topics, and driving sustained behavioral change. The materials were also to be delivered to a large, global audience.
Solution
Given the nature of the project, we proposed an instructor-led classroom-based solution. In order to promote engagement and to sustain the learners’ interest throughout the half-day training sessions, we proposed the utilization of group exercises and voting buttons (to add a fun, competitive dimension) and the use of film clips. We also proposed the development of two original, scripted scenario-based videos to illustrate the key behavioral change concepts and promote discussion.
As the material called for experienced trainers with a high level of both technical regulatory expertise and facilitation skills, it was agreed that it would be delivered by members of LEO GRC’s training faculty. Where economic for the client, the sessions were delivered globally in the classroom. For smaller locations, we developed and delivered WebEx versions of the material. A LEO GRC Project Manager was assigned to the project to handle the scheduling. We worked with the LEO media team to script and film the two custom learning videos.
Results
The training program was successfully delivered and was extremely well received both by the client and the learners. The sessions achieved their primary aim of prompting and supporting an ongoing conversation about conduct and promoting sustained behavioral change.
