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