1. Analysis & Presentation Lecture
Year One – Chief Retail Officer Perspective
Mike Allen

2. Executive Banking School Roadmap
GROWING
Capability
Confidence
Courage
YEAR THREE
Chief Executive Officer
Perspective
YEAR ONE
Chief Retail Officer
Perspective
YEAR TWO
Chief Financial Officer
Perspective

3. Executive Banking School Roadmap
GROWING
Capability
Confidence
Courage
YEAR THREE
Chief Executive Officer
Perspective
YEAR ONE
Chief Retail Officer
Perspective
YEAR TWO
Chief Financial Officer
Perspective

4. Year One – Chief Retail Officer Perspective Retail Strategy Curriculum
Leadership
Communication
Leading the Retail Line of Business via a Balanced Scorecard
Discovering Customer Segments & Consumer Behaviors
Successfully Communicating & Advertising in Retail Banking
Developing and Pricing Profitable Bank Products
Modernizing & Optimizing Delivery to Meet Customer Requirements
Facing Ethical Dilemmas in Banking
Applying Concepts Learned to Today’s Market
Chief Retail Officer Perspective

5. Year One – Chief Retail Officer Perspective Retail Strategy Curriculum
Leadership
Communication
Leading the Retail Line of Business via a Balanced Scorecard
Discovering Customer Segments & Consumer Behaviors
Successfully Communicating & Advertising in Retail Banking
Developing and Pricing Profitable Bank Products
Modernizing & Optimizing Delivery to Meet Customer Requirements
Facing Ethical Dilemmas in Banking
Applying Concepts Learned to Today’s Market
Chief Retail Officer Perspective

6. This Session’s Critical Topics
Introduction
Details
Next Steps

7. Introduction

8. Introduction
Purpose
This is an opportunity to reflect on your activities over the simulated journey and to justify your plans and decisions to a critical audience. Also to receive constructive feedback from it in the form of probing questions.
Take this presentation seriously. Your CEOs and your peers will scrutinize your presentation and provide feedback on your performance and the performance of you bank.

9. Introduction
Your Scenario
Your management team will develop and present an analysis of past performance of your retail division to your CEOs and peers
In the presentation, compare the past 3 years’ operating and strategic results to the bank's retail Business Plan
Emphasize objectives and performance explaining how you achieved your them and why significant variances (positive and negative) occurred
Describe and justify the occurrence and timing of major changes in your management strategy
Report your bank's current condition, team organization and effectiveness and conclude by describing the future outlook of your bank
Focus on your balanced scorecard and financial results

10. Details

11. Details
General Rules
Each team will have no more than 15 minutes, consisting of a presentation of minutes and 3-5 minutes for questions from the class
Your entire team should be in front of the class and speak during the presentation
Presentation order will be randomly selected

12. PowerPoint Guidelines
Details
PowerPoint Guidelines
Use PowerPoint to support your presentations
Make sure that the slides are simple and easy to interpret
Include charts and graphs when possible
Use large fonts and minimal copy for better readability
Select template of your choosing.

13. Remember and Report What You Have Learned
Details
Remember and Report What You Have Learned
Not just Retail Banking
Presentation Techniques and Practices
Overall Team Dynamics
Decision Making Process
Ethical Dilemmas and Solutions
Personal Leadership Growth

14. The Complete Approach® Methodology
Details
The Complete Approach® Methodology
EXECUTE
Planning Your Presence
SUSTAIN
Planning Your Interactions
DEVELOP
Planning Your Messages
FOUNDATION
FOUNDATION
Intentional Brand
Strategic Principles
Be Audience-Focused
Build Engagement
Use a Consistent Process
Be Explicit 14

15. Suggested Order of Presentation
Details
Suggested Order of Presentation
Mission and Strategic Planning Objectives
Compare overall performance to objectives
Discuss team dynamics, conflict resolution and skills developed
Chief Retail Officer
Report and evaluate your overall strategy
Highlight a decision and result
What did you expect, what did you get and why?
What did you learn?
Functional Heads (Marketing, Product & Delivery Officers)
Balanced Scorecard results
Overall financial results
Future plans for this bank
Chief Financial Officer
From Peers
From Faculty
Q&A

16. Next Steps

17. You have the rest of today to…
Next Steps
You have the rest of today to…
Go to your team rooms and prepare your presentations for tomorrow
Meet again at 7:30 am tomorrow in the Community Rooms to finish on time at 9:45 am

18. Questions

19. Year One – Chief Retail Officer Perspective Retail Strategy Curriculum
Leadership
Communication
Leading the Retail Line of Business via a Balanced Scorecard
Discovering Customer Segments & Consumer Behaviors
Successfully Communicating & Advertising in Retail Banking
Developing and Pricing Profitable Bank Products
Modernizing & Optimizing Delivery to Meet Customer Requirements
Facing Ethical Dilemmas in Banking
Applying Concepts Learned to Today’s Market
Chief Retail Officer Perspective

20. Executive Banking School Roadmap
GROWING
Capability
Confidence
Courage
YEAR THREE
Chief Executive Officer
Perspective
YEAR ONE
Chief Retail Officer
Perspective
YEAR TWO
Chief Financial Officer
Perspective