Introduction

https://pollev.com/sharifelbigo465
Ladies and gentlemen….we are gathered here today to….
1- Form a Digital Community
2- Communicate Team Vision
3- Co-create a Team Blueprint




Bubbles: Part 1
-
What blockers do we anticipate?
-
What are people worried about?
-
What are people uncertain about?




Summit Challenge!











DaaC (Digital as a Channel)













Digital Product





Workshop 1 – Our Ambition


Digital Team:
1- Culture
-Driving innovation and thinking outside the box to deliver great products
-Be adaptive and brave- challenge the status quo
-Always look to improve and be confident on what we deliver
-Keep an eye on competitors
2- Customer
-Deliver journeys that are seamless and simple
-Keep customer at the heart of it all
-Educate customers on how to make the most of our Digital channels
3- Collaboration
-Seek out customer and colleague feedback to deliver solutions
-Work more with HSBC Digital Product teams as well as MSB DaaC
-Burst more bubbles and do not operate in silo’s
4- Core Products
-Create a unique retail and bank digital proposition
-Deliver product excellence through end-to-end consideration by enhancing functionality and digital services
-Achieve objectives (KPI’s) and deliver major change
DaaC:
1- Target Driven
-Enabling and exceeding commercial targets
-Improve speed to market for new ideas/projects
2- Customer Focus
-Produce one of the best digital customer experiences in the industry with high satisfaction ratings
-Streamline customer journey e.g. remove manual processes
-Create a slick digital app that reduces pressure on contact centre and allows us to continue marketing activities
3- Ways of working – Educate Business (HSBC/MSB)
-Challenge the norm
-Share success as well as failure
-Proactively drive growth and change i.e. action, not words
-More collaboration, openness and transparency
4- Market Leading/Innovative
-Benchmark alongside best in class amongst competitors
-Be ahead of the curve and try new things
-Be innovative and create digitally lead solutions and unique digital propositions
5- Disrupting the business model (From contact centre to Digital First)
-Change the way the business operates forever
-Contact centre becomes a digital support team
-Disrupt old fashioned and traditional MSB business model
-Culture shift – we become a truly digital first business
6- M&S Factor
-Executive team endorsement
-Greater cross-brand collaboration
Digital Product:
1- Growth
-Acquire more profitable customers and exceeding sales targets
-Deliver business objectives and requirements efficiently
-Leverage data and statistics in real time through collaboration
2- Innovation
-Be known for challenging traditional ideas and testing new processes/channels/ways of working
-Improve digital adoption and engagement
-More digital investment to create dynamic personal and user experiences
3- Reputations
-Be ‘the place to be’ and team everyone wants to be in
-Prove the worth of our work by continuously evolving and challenge norms
-Win awards and share success e.g. improving digital throughout the business
4- Fearless/No Fear
-Speak up culture
-No fear
-Iterative approach: Try it, if it doesn’t work, keep trying other options
-Take greater risks
Workshop 2 – Team Blueprint

Environment:
| Pod and ‘Slippers’ |
| Bean bags/Break-out areas/Meeting Room |
| ‘Wall Space’ – Electronic/Posit-it |
| Digital Drop-in areas (test environment?/usability lab?) |
| Desk policy? |
| Working Equipment: Laptops, iPads, test devices |
| Bubble Board |
| Team Board/Open Diaries |
| Access to test environments |
| Live sales feed |
| Sales data/Social Media etc |
| IT resource– sat within Digital |
| Seating plan- Break out areas |
| Non-office working e.g. for meetings |
| HHS – right equipment |
| Radio in Office |
| Desks –More space (less desks/more breakout) |
| Team Brief Area: -VTC/Speaker (Home working)-Tea/Coffee Machine/Fridge |
| Visible –sales data -social data -JIRA boards -White board (magnetic?) for pics, sprints and blockers -Long & Short-term priorities |
| Focus Growth/Customer experience -Show in progress of above -Discuss blockers -Channel satisfaction |
People:
| Flexible working approach -Work from home -9 day fortnight -Hours (core hours?) -Flexi |
| Monthly get-together (Bring in different ideas/themes) e.g.: -Guest speaker -Social/pay-day drink -Lunch and learn -‘How to’ sessions -Knitting circle |
| Quarterly offsite? -Review strategy and results -Future focus -Commit time and budget |
| Make an effort to get to know people |
| Feel more at ease to integrate |
| Friday/Monday pulse check (display word clouds etc) |
| Whatsapp groups? |
| Insights –Be mindful of ways of working -Carry through learnings after the course |
| Wider digital team? -Integration -Buddy-up |
| Flat structure |
| Feel comfortable to speak up -both negatives and positives |
| More proactively recognise success and results |
| Raise profiles and overall digital presence (comms) |
| Big rep? Part of marketing and comms? |
Communication:
| Overall Digital Meeting (weekly) |
| DaaC and Product meetings weekly (with frequent breakout discussions) |
| Share successes (dedicate time/comms) i.e. son |
| Sharing tools with 3rd parties (JIRA) |
| Flexible Comms with external (VC and Jabber) |
| DaaC into Marketing Meeting |
| Stand-up/Scrum (Daily) |
| Knowing who to speak to |
| Feed into wider DaaC/HSBC Digital |
| Retrospectives (Is it working) |
| JIRA/Confluence -Training (Blueprint) |
| Shared drive (Secure/share docs) |
| Jabber/(WCBGV?) |
| Working group(s) |
| One Digital rep in meetings |
| Inspirational speakers |
| Adobe tools |
| Quarterly updates on Strategy |
| Team Building offsites |
| Masterclasses/Conferences |
Processes:
| Reduce duplication |
| Silo removal |
| Marketing sign-off process -To align to FIN etc/job bay structures/ What does UK Digi do |
| Audit line (1LD/2LD/3LD etc) ISR/VDD |
| MSB -Propose new marketing process (UK Digi Bank) -Get agreed by MSB Marketing |
| Procurement process/VRM align (1 person role e.g. Simon? Cousins team?) |
| Clear deff of SMR responsibility |
| Simplifying processes above |
| Ignore FIMS! Pragmatic approach |
| Set up folders, access, team meets, budgets, PO’s (and approvers), order book |
| Travel, Holidays etc |
| Digitisation |
| Documenting processes |
| Access to systems/test email address to do job (functionality) |
Training:
| Look at HSBC & FD |
| Role profiles |
| Look at external/internal courses |
| Agile Training |
| JIRA/Confluence |
| Adobe Analytics |
| New systems and technology |
| Dedicated Training time |
| Qualifications, not just work shops |
| Look at other business ways of working |
| Sign up for industry comms |
| Skills audit |
| Usability |
| Training budget |
Bubbles: Part 2

-
What blockers do we anticipate?
-
What are people worried about?
-
What are people uncertain about?

Team Reflective
Good company in a journey makes the way seem shorter. — Izaak Walton

