1. BANKING AND FINANCE
PROJECT MANAGEMENT
TRAINING SOLUTIONS

2. 2 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.
Shifting Revenue
and Distribution
Models
Risk, Regulation and
Compliance
Cost Efficient
Operations
Human Capital
Productivity
WHAT ARE THE BANKING AND FINANCE INDUSTRY
DRIVERS AND THEIR IMPACT ON PROJECT
PERFORMANCE?
 ESI has conducted extensive research with leading banks to identify the four
key business drivers in the industry that directly impact the skills requirements
and competencies development of the project community.
Shifting Revenue and Distribution Models
Risk, Regulation and Compliance
Cost Efficient Operations
Human Capital Productivity

3. 3 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.
Shifting Revenue
and Distribution
Models
Risk, Regulation and
Compliance
Cost Efficient
Operations
Human Capital
Productivity
HOW CAN ESI INTERNATIONAL’S SOLUTIONS HELP THE
BANKING AND FINANCE STRATEGIC OBJECTIVES?
 ESI Solution
Banks require agile product and technology development to bring new products
and capabilities to market much faster than the current pace. ESI International
has assisted clients through the process of shifting to agile project management
and provided them with both the organisational and individual capabilities required
to successfully implement and maintain agile methods.
Focus areas:
 Achieving Organisational Buy-in for Agile
 SCRUM
 Estimating and Planning Agile Projects
 Agile Requirements
 Risk Management in Agile Environments
Shifting Revenue and Distribution Models

4. 4 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.
Shifting Revenue
and Distribution
Models
Risk, Regulation and
Compliance
Cost Efficient
Operations
Human Capital
Productivity
 ESI Solution
In order for banks to successfully manage the complications that arise from
compliance initiatives, they need to establish strong risk management and
resource management processes. ESI helps build these capabilities by providing
content and services around the following areas.
Focus areas:
 Eliciting and Documenting Risks
 Risk Analysis
 Risk Monitoring and Control
 Response Planning
 Scheduling Techniques
 Schedule Analysis
 Resource Management
Risk, Regulation and Compliance
HOW CAN ESI INTERNATIONAL’S SOLUTIONS HELP THE
BANKING AND FINANCE STRATEGIC OBJECTIVES?

5. 5 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.
Shifting Revenue
and Distribution
Models
Risk, Regulation and
Compliance
Cost Efficient
Operations
Human Capital
Productivity
Cost Efficient Operations
 ESI Solution:
ESI has been helping organisations manage their IT strategy through the
development of effective project portfolio management capabilities. ESI provides
learning solutions to keep organisational objectives aligned to operational capability.
Focus areas:
 Portfolio Risk Management
 Portfolio Budgeting and Resource Allocation
 Portfolio Monitoring and Control
 Portfolio Optimisation
 Vendor Requirements
 Proposal Evaluation
 Contract Negotiation
 Contract Monitoring
 Contract Changes
HOW CAN ESI INTERNATIONAL’S SOLUTIONS HELP THE
BANKING AND FINANCE STRATEGIC OBJECTIVES?

6. 6 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.
Shifting Revenue
and Distribution
Models
Risk, Regulation and
Compliance
Cost Efficient
Operations
Human Capital
Productivity
Human Capital Productivity
 ESI Solution:
After three decades of working with project organisations in the world’s
largest enterprises, we are capable of enabling clients to build organisational
excellence in the following areas:
Focus areas:
 Project, Programme and Portfolio Management
 Sourcing and Contract Management
 Requirements Management
 Project Leadership Development
HOW CAN ESI INTERNATIONAL’S SOLUTIONS HELP THE
BANKING AND FINANCE STRATEGIC OBJECTIVES?

7. 7 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.
PROVEN BUSINESS VALUE FOR YOUR LEARNING
INVESTMENTS
 At ESI International, we link learning investments with improved business
performance. In a recent survey, we polled 15,943 learners from the banking and
finance industry who have trained with us since 2010 to determine how their
training in project-related areas has impacted their business performance.

8. 8 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.
said they had
improved effective
communications
in the business
73%
54%said they would
decrease risk
said training led
to an increase
in work quality 71%
said that their
productivity
had increased 55%
Professionals from the
retail banking industry
were asked to identify the
business impact they had
delivered back to the
organisation for their
participation in the training
events.
PROOF POINT 1: WHAT OUR BANKING AND FINANCE CLIENTS
HAVE TO SAY WITH REGARDS TO PROJECT MANAGEMENT

9. 9 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.
$7,456
BENEFITS PER
LEARNER
6.21
BENEFIT TO
COST RATIO
1.93
PAYBACK PERIOD
(MONTHS)
521%
ROI
PERCENTAGE
said that the training was
a worthwhile investment in
their career development.
88%
PROOF POINT 2: BANKING AND FINANCE PROJECT
MANAGEMENT TRAINING LINKED TO OUTSTANDING
INVESTMENT ROI
The above refers to some standard financial return on investment calculations based on a learner predicted 8.48%
improvement in job performance (adjusted for self-reported bias), a per student tuition cost of $1,200, and an average
project or contract manager salary of $80,000. These results are based on information gathered immediately following
their participation in an ESI training event.

10. 10 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.
Reported that they learned new knowledge
and skills in ESI training courses94%
Responded positively to the courseware,
including -relevance of examples and the scope
of the materials
93%
Responded positively to questions on instructor
performance, interactions and engagements
in the classroom
94%
Predict success in applying the knowledge
and skills learned in ESI training on the job92%
PROOF POINT 3: THE IMPACT OF PROJECT MANAGEMENT
TRAINING ON QUALITY AND EFFECTIVENESS

11. 11 © 2014 - All information in this document is copyright protected and the property of ESI International, Inc.
Reported that their job
performance improved
within 60 days as a result
of the knowledge and
skills they learned in ESI
training events.
80%
Predicted that their job
performance would
improve in the next 12
months and that 52% of
their improvement would
be due to their
participation in an ESI
training programme.
49%
Reported increase in
employee engagement
following their participation
in an ESI training.
75%
PROOF POINT 4: IMPACT OF PROJECT MANAGEMENT
TRAINING ON PERFORMANCE IMPROVEMENT