Workshop:

1
Workshop Walk the Talk
30 March 2011 14.00-16.00

• PB Leadership Conference

2
Your Challenge

• You will be divided into groups, lead by a
  PBI/PBNL MT member, and will be asked to discuss
  a strategic theme and its impact for our
  clients, colleagues and business.
• You will be provided with guiding questions to
  help facilitate the discussion.
• When your group feels that everyone has a
  thorough understanding of the strategic theme, we
  will ask you to discuss what the impact will be
  on your behaviours as leaders and how this
  translates to the Groups leadership
  competencies.
• You will not be asked to present back to the
  entire group, but your group leader will instead
  share a summary of the discussion after the
  Leadership Conference.

3
Strategic Themes

• We differentiate ourselves through customer
  excellence/intimacy
• Only when we invest in operational excellence and
  product leadership to be at par, we can excel in
  customer intimacy
• Our position as a network of strong local private
  banks enables us to outperform competitors in
  local markets
• Our people are our most important asset to
  deliver customer excellence
• Our promise to clients we are passionate to
  connect
• Our leading by example will guide the way to
  success

4
Leadership Competencies
Critically calls others to account and is open to
feedback, communicates honestly and
transparently. Stands by decisions once they have
been taken, takes responsibility for them and
conveys them. Has the courage to say No.
Shows backbone
Is ambitious and energetic, is driven by the
desire to continually improve performance and
create value for the organisation through
decisive, effective and result-oriented action.
Takes the initiative and translates this into
action is action-oriented.
Shows the drive to perform and be successful
Allows others to shine by listening closely,
showing empathy, giving others maximum
responsibility and trust and supports their
development. Inspires others to subscribe to a
chosen vision and direction, gives fresh energy
and appeals to the intrinsic motivation of team
members.
Inspires and allows others to shine
Maximises the effectiveness of the organisation
by committing people and client and support lines
on the basis of common interests, seeking
co-operation and using complementary qualities
aimed at sustained success for the organisation
as a whole.
Connects through co-operation
Aims for long-term relationships with clients
Gives priority to client needs and requirements
in order to create long-term added value and
gives the highest priority to client
satisfaction.
Takes responsibility for the long-term welfare of
the entire bank. Shows risk-awareness. Is
sensitive to social relevance and takes this into
account in decision-making. Deals prudently with
the available resources.
Is conscious of stewardship
5
Guiding Questions

• What is the impact of this strategic theme for
  our clients, colleagues and business?
• What is your understanding of this strategic
  theme?
• How is different from what you are doing today in
  your local market? (Discuss country differences)
• What will clients experience?
• What will be different or the same for
  colleagues?
• How will it affect the business or organisation?
• What is our biggest challenge to achieve this
  strategic theme?
• What is the impact on how we work together as an
  international organisation?
• How can we help each other to achieve this
  strategic theme?
• What can we do as leaders to make this successful
  starting today?
• Which concrete desired behaviours are necessary?
  What behaviours does this strategic theme lay
  emphasis on and help to realise?
• How do these behaviors translate to specific
  Leadership Competencies
• Give examples of behaviours you already
  demonstrate today, for example
• Strategic theme Differentiate through customer
  excellence/intimacy
• Behaviour Pick up all guests myself at the
  reception
• Leadership Competency Aims for long-term
  relationships with clients
• What will have to change in our behaviour as
  leaders? What are the challenges we will face?
• What will you do differently when you leave
  today? How can we as leaders set the example and
  walk the talk?

6
Objectives of workshop

• Create a deeper understanding of what the
  strategy means for you
• Understand how your colleagues interpret
  different elements of the strategy and how it
  translates to their country
• Develop ideas around how our international
  network adds value to the strategy and allows us
  to better serve our clients
• Create insight into what behaviours the strategy
  will help to realise
• Develop ideas around how this translates to the
  leadership competencies
• Help you to be able to walk the talk when you
  leave the Leadership Conference

7
Next Steps

• Your group leader (MT member) will create a
  summary of your discussion to share in the next
  PBI or PBNL MT meeting.
• After the MT meeting, your group leader will
  share the summary with you as well as the outcome
  and next steps of the discussion with the MT.