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Managing & leading
through major
corporate
transformationstransformations
- a personal view
Simone Lazarus
Head of Personnel and Organizational
Development
EMBA
Frankfurt School of Finance, 5 August 2016
Photo: Gerry Nitsche, Zurich
Helvetia at a glance
G R O U P B O A R D
CH-CEO
2Shaping the future together. Frankfurt School of Finance, 5 August 2016
HR + Services
Personnel +
Organizational
Development
Overview of the integration process
1
2 3 4 5
Strategy
6
2014 2015 2016
Transaction/
Initialisation
TOM
Appointment
process Onboarding
Strategy
helvetia
20.20
Next steps
3Shaping the future together. Frankfurt School of Finance, 5 August 2016
Overview of the integration process
2014 2015 2016
1
2 3 4 5
Strategy
6
4Shaping the future together. Frankfurt School of Finance, 5 August 2016
Transaction/
Initialisation
TOM
Appointment
process Onboarding
Strategy
helvetia
20.20
Next steps
1 Transaction - The reason why
5Shaping the future together. Frankfurt School of Finance, 5 August 2016
Changes in shareholders of Nationale Suisse
End of 2012
Basler KB 7.7%
LBBW 11.4%
End of 2013
20.7%
17.7%
6Shaping the future together. Frankfurt School of Finance, 5 August 2016
D-Day on 7 July 2014
7Shaping the future together. Frankfurt School of Finance, 5 August 2016
~20.10.
Publication
of the offer
Main tender period Extension
Extraordinary general
assembly Helvetia
(17 Sep.14)
Extraordinary general
assembly Nationale
Suisse (29 Sep.14)
7.7.
Advance
notice of the
At the same time implementing the project TELL
(Jul – Oct 2014)
of the offer
prospectus
'Cooling-
off'-period
Main tender period
for Nationale
Suisse
shareholders
Extension
period for
Nationale
Suisse
shareholders
Settlement
Decision of Helvetia about
the conclusion of contract
Deadline for a possible counteroffer
notice of the
offer
8Shaping the future together. Frankfurt School of Finance, 5 August 2016
Overview of the integration process
1
2 3 4 5
Strategy
6
2014 2015 2016
Transaction/
Initialisation
TOM
Appointment
process Onboarding
Strategy
helvetia
20.20
Next steps
9Shaping the future together. Frankfurt School of Finance, 5 August 2016
2 TOM - Target Operating Model (Jul – Dec 2014)
10Shaping the future together. Frankfurt School of Finance, 5 August 2016
Overview of the integration process
1
2 3 4 5
Strategy
6
2014 2015 2016
Transaction/
Initialisation
TOM
Appointment
process Onboarding
Strategy
helvetia
20.20
Next steps
11Shaping the future together. Frankfurt School of Finance, 5 August 2016
3 Appointment process (Jul 2014 – Apr 2015)
Success factors
• Salary guarantee
• Development discussions and retention awards
• Social plan and new placement
12Shaping the future together. Frankfurt School of Finance, 5 August 2016
Nationale Suisse employees ahead on the change
curveconfidence,performance
2 Denying
the need for change
3 Recognizing
the reality
4 Perceiving
the need for change, being
aggressive towards the "guilty
parties"
7 Searching
8 New identity
Integrating new behaviours
Self-confidence,performance
TimeA change occurs (the world is no longer as it was)
1 Shock
surprise, panic,
immobilization
5 Depression
helplessness,
self-pity
6 Accepting
the reality, grieving and
letting go
7 Searching
for purpose, a new identity,
experimenting with new
approaches, skills, strategies
13Shaping the future together. Frankfurt School of Finance, 5 August 2016
Overview of the integration process
1
2 3 4 5
Strategy
6
2014 2015 2016
Transaction/
Initialisation
TOM
Appointment
process Onboarding
Strategy
helvetia
20.20
Next steps
14Shaping the future together. Frankfurt School of Finance, 5 August 2016
Numerous onboarding activities troughout 2015
Walk-Ins in Basel,
St. Gallen, Zürich,
Lausanne
15Shaping the future together. Frankfurt School of Finance, 5 August 2016
Checklist
sponsors
Onboarding through
sponsors
Our world becomes Helvetia (Dec 2014 – Apr 2015)
1 May 2015
• Nationale Suisse brand dissapears
• Sale of new Helvetia products
• All line managers in charge
16Shaping the future together. Frankfurt School of Finance, 5 August 2016
Rütli-Swore – The Swiss Foundation Legend
17Shaping the future together. Frankfurt School of Finance, 5 August 2016
500 yrs later: We did it again.
Management Conference April 2015 – Assignment
"This is our contribution to become
the best Swiss insurance."
Helvetia Füko 17.09.2015
18Shaping the future together. Frankfurt School of Finance, 5 August 2016
2015 - integration discussion (Jul – Oct 2015)
19Shaping the future together. Frankfurt School of Finance, 5 August 2016
Overview of the integration process
1
2 3 4 5
Strategy
6
2014 2015 2016
Transaction/
Initialisation
TOM
Appointment
process Onboarding
Strategy
helvetia
20.20
Next steps
20Shaping the future together. Frankfurt School of Finance, 5 August 2016
Management Conference in September 2015
Working on
strategy helvetia 20.20
with executives
21Shaping the future together. Frankfurt School of Finance, 5 August 2016
Helvetia 20.20: Added value through systematic
renewal
Added value for customers by combining our traditional strengths
with new opportunities created by technology
Powerful expansion of new online concepts in all country markets,
Digitalisation with focus on smart data and process automation
Consistent development in non-life, adaptation of life insurance
to low interest rate environment
Helvetia gets fit for the future, while remaining personal and reliable!
to low interest rate environment
Strengthen Helvetia brand and improve attractiveness as preferred
employer for best Swiss and foreign talents
Increase in profits and dividends through technical discipline, cost
synergies and healthy growth
22Shaping the future together. Frankfurt School of Finance, 5 August 2016
Overview of the integration process
1
2 3 4 5
Strategy
6
2014 2015 2016
Transaction/
Initialisation
TOM
Appointment
process Onboarding
Strategy
helvetia
20.20
Next steps
24Shaping the future together. Frankfurt School of Finance, 5 August 2016
6 Next steps: Employees can play an active role
while advancing personally and professionally
Continued development of corporate culture
Development of knowledge and new skills
Participation of employees
25Shaping the future together. Frankfurt School of Finance, 5 August 2016
TELL: What I learned from this project
1. Provide as much stability
and security as possible.
2. You can't communicate
enough
- but always be honest.
3. Find the balance between3. Find the balance between
speed and quality.
4. Be brave and eliminate
errors quickly.
5. Ensure that your people
keep their employability
high...
26Shaping the future together. Frankfurt School of Finance, 5 August 2016
… because
you never
know whatknow what
will happen
next!
27Shaping the future together. Frankfurt School of Finance, 5 August 2016
Thank you.
28Shaping the future together. Frankfurt School of Finance, 5 August 2016
Dr. Simone Lazarus
simone.lazarus@helvetia.ch

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Managing & leading through major corporate transformation

  • 1. Managing & leading through major corporate transformationstransformations - a personal view Simone Lazarus Head of Personnel and Organizational Development EMBA Frankfurt School of Finance, 5 August 2016 Photo: Gerry Nitsche, Zurich
  • 2. Helvetia at a glance G R O U P B O A R D CH-CEO 2Shaping the future together. Frankfurt School of Finance, 5 August 2016 HR + Services Personnel + Organizational Development
  • 3. Overview of the integration process 1 2 3 4 5 Strategy 6 2014 2015 2016 Transaction/ Initialisation TOM Appointment process Onboarding Strategy helvetia 20.20 Next steps 3Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 4. Overview of the integration process 2014 2015 2016 1 2 3 4 5 Strategy 6 4Shaping the future together. Frankfurt School of Finance, 5 August 2016 Transaction/ Initialisation TOM Appointment process Onboarding Strategy helvetia 20.20 Next steps
  • 5. 1 Transaction - The reason why 5Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 6. Changes in shareholders of Nationale Suisse End of 2012 Basler KB 7.7% LBBW 11.4% End of 2013 20.7% 17.7% 6Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 7. D-Day on 7 July 2014 7Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 8. ~20.10. Publication of the offer Main tender period Extension Extraordinary general assembly Helvetia (17 Sep.14) Extraordinary general assembly Nationale Suisse (29 Sep.14) 7.7. Advance notice of the At the same time implementing the project TELL (Jul – Oct 2014) of the offer prospectus 'Cooling- off'-period Main tender period for Nationale Suisse shareholders Extension period for Nationale Suisse shareholders Settlement Decision of Helvetia about the conclusion of contract Deadline for a possible counteroffer notice of the offer 8Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 9. Overview of the integration process 1 2 3 4 5 Strategy 6 2014 2015 2016 Transaction/ Initialisation TOM Appointment process Onboarding Strategy helvetia 20.20 Next steps 9Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 10. 2 TOM - Target Operating Model (Jul – Dec 2014) 10Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 11. Overview of the integration process 1 2 3 4 5 Strategy 6 2014 2015 2016 Transaction/ Initialisation TOM Appointment process Onboarding Strategy helvetia 20.20 Next steps 11Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 12. 3 Appointment process (Jul 2014 – Apr 2015) Success factors • Salary guarantee • Development discussions and retention awards • Social plan and new placement 12Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 13. Nationale Suisse employees ahead on the change curveconfidence,performance 2 Denying the need for change 3 Recognizing the reality 4 Perceiving the need for change, being aggressive towards the "guilty parties" 7 Searching 8 New identity Integrating new behaviours Self-confidence,performance TimeA change occurs (the world is no longer as it was) 1 Shock surprise, panic, immobilization 5 Depression helplessness, self-pity 6 Accepting the reality, grieving and letting go 7 Searching for purpose, a new identity, experimenting with new approaches, skills, strategies 13Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 14. Overview of the integration process 1 2 3 4 5 Strategy 6 2014 2015 2016 Transaction/ Initialisation TOM Appointment process Onboarding Strategy helvetia 20.20 Next steps 14Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 15. Numerous onboarding activities troughout 2015 Walk-Ins in Basel, St. Gallen, Zürich, Lausanne 15Shaping the future together. Frankfurt School of Finance, 5 August 2016 Checklist sponsors Onboarding through sponsors
  • 16. Our world becomes Helvetia (Dec 2014 – Apr 2015) 1 May 2015 • Nationale Suisse brand dissapears • Sale of new Helvetia products • All line managers in charge 16Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 17. Rütli-Swore – The Swiss Foundation Legend 17Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 18. 500 yrs later: We did it again. Management Conference April 2015 – Assignment "This is our contribution to become the best Swiss insurance." Helvetia Füko 17.09.2015 18Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 19. 2015 - integration discussion (Jul – Oct 2015) 19Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 20. Overview of the integration process 1 2 3 4 5 Strategy 6 2014 2015 2016 Transaction/ Initialisation TOM Appointment process Onboarding Strategy helvetia 20.20 Next steps 20Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 21. Management Conference in September 2015 Working on strategy helvetia 20.20 with executives 21Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 22. Helvetia 20.20: Added value through systematic renewal Added value for customers by combining our traditional strengths with new opportunities created by technology Powerful expansion of new online concepts in all country markets, Digitalisation with focus on smart data and process automation Consistent development in non-life, adaptation of life insurance to low interest rate environment Helvetia gets fit for the future, while remaining personal and reliable! to low interest rate environment Strengthen Helvetia brand and improve attractiveness as preferred employer for best Swiss and foreign talents Increase in profits and dividends through technical discipline, cost synergies and healthy growth 22Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 23. Overview of the integration process 1 2 3 4 5 Strategy 6 2014 2015 2016 Transaction/ Initialisation TOM Appointment process Onboarding Strategy helvetia 20.20 Next steps 24Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 24. 6 Next steps: Employees can play an active role while advancing personally and professionally Continued development of corporate culture Development of knowledge and new skills Participation of employees 25Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 25. TELL: What I learned from this project 1. Provide as much stability and security as possible. 2. You can't communicate enough - but always be honest. 3. Find the balance between3. Find the balance between speed and quality. 4. Be brave and eliminate errors quickly. 5. Ensure that your people keep their employability high... 26Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 26. … because you never know whatknow what will happen next! 27Shaping the future together. Frankfurt School of Finance, 5 August 2016
  • 27. Thank you. 28Shaping the future together. Frankfurt School of Finance, 5 August 2016 Dr. Simone Lazarus simone.lazarus@helvetia.ch