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Leading Innovative Projects
Chapter - 1
Innovation thru lens of a PM
10 min
Chapter - 2
A Shift in Mindset
15 min
Chapter - 3
Set up of Case
10 min
Chapter - 4
Team work
30 min
Chapter - 5
Team Presentations & Bio-Break
30 min
Chapter - 6
TD Remote Sales
30 min
Chapter - 7
Lessons Learnt
10 min
Chapter - 8
Grand Prize +
Q & A
10 min
AGENDA
3
in·no·va·tion
Radical Change to Products and Services
Radical Change to Processes
Incremental Improvement to Products and Services
Incremental Improvement to Processes
Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
Changing how we do things today
A shift in mind-set is necessary….
Innovative projects require leaders with an Entrepreneur mindset…
Key Elements of an Entrepreneurial mind-set
Shareable passion!
Teaming & Inspiring Live end-to-end
Focus & Persistence
Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
Translating the mind-set shift for us Ø Live End to End
Ø Outside-in vs. Inside-Out
Ø Continuously Integrate Simplicity
Ø Step into their shoes
Ø Teaming Ø Eliminate “Us vs. Them”
Ø Outside the Comfort zone
Ø Flourish in ambiguity
Ø Shareable Passion! Ø Engage & Align your Organization
Ø Excite your Sales Force
Ø Invigorate your “messaging”
Ø Focus & Persistence Ø Ambiguity will be present & be uncomfortable
Ø Push-backs, obstacles & naysayers are guaranteed!
As you lead through innovation
Case Study – OSO Remote Sales
- Current State - What are remote events? - Opportunity & Challenges - Key Stakeholders - Assumptions
Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
Case Study- Your Objective
• Design a Governance chart for your project • Design and Define effective work streams to allow stakeholder
engagement • Identify Risks & Change Management approach • Demonstrate end to end thinking & propose a solution for
Remote Sales Capability • Present your Recommendations • Lessons Learnt & Debrief
Know your Team
• Ice breaker– Build your team flag • Flag is divided into 4 segments
• Nominate your PM & Team Presenter
Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
Team solves the Case 30 min
Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
• Design a Governance chart for your project • Design and Define effective work streams to allow stakeholder engagement • Identify Risks & Change Management approach • Demonstrate end to end thinking & Propose a solution for Remote Sales Capability
Invigorate your Messaging
Team Presentations 30 min
Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
Opening a Bank Account
At a Branch Online: tdcanadatrust.com
A Marriage
Coupling
Remote Sales Tablet
Remote Sales in Action!
Organizational Engagement & Partnership
Project Work Streams
TS & Digital Channels
Offline Processes
Training & Communications Event Planning Reporting
EDB
Digital Channels
DCTS
TDCT Technology
Retail Solutions
RSCE
Credit Cards
Personal Lending
Marketing
Operational Risk
GAML
Privacy
Compliance
Legal
L&D
ROES
HR
BIC
Regulatory Risk
Retail Leaders (DVPs)
ePMO
CAPA
BSC
GS&I
LEGENDARY Customer Experience
New To Canada Cross Border One TD
Step into their shoes
What do our Customers and Staff say
I usually do my banking online so I don’t go into
branches that often. This is a much more convenient way to set up an account!
M, 40
Acquisition is more informal & enjoyable
This is probably the easiest process I've ever gone
through. Seriously. Last time I opened a chequing account it took almost an hour. TD is so
convenient." M, 40 We are able to open more accounts!
(as high as 29 A/Cs per day)
“It’s pretty neat to open an account in such a relaxing environment; banks should do this
more often!” F, 30
Get your Sales Channels excited!!
• 6 experiential events • 50+ experiential events
• Branch Led Community events
• Tablet Technology • Building Remote
Sales advocates in Retail
• Digital Signatures
• Calendar feature • Partner with
RESL/ Business Bank
• Instant Access Card Issuance
• Credit Card Adjudication
CRAWL WALK RUN
Outstanding Results!
1/3RD the Processing
Time
Time Reduced by 69%
Targeting Ages 17-35
Intercepting segment that would normally not enter
our Retail Branches.
58% ages 17-35
Cross Sell Rates
AVG Cross Sell rate
+30%
Lessons Learnt
Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Chapter 8
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