CHINA WHERE MINDS MEET. The bank for a changing world

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1 PROGRAMME CATALOGUE CHI WHERE MINDS MEET The bank for a changing world

2 2 LEARNING AND DEVELOPMENT FRAMEWORK There are four pillars on which Learning and Development is built on: Business Outcomes Near Term Drive core capabilities and know-how to accelerate business success and improve the productivity and performance of the talent pool People Sales & Client Management Product / Technical Process CULTURE Shape and align talent with the ONE BANK culture and values of the bank... increase employee commitment to and engagement with the bank Compliance & Conduct New Entrants & One Bank Diversity & Inclusion INNOVATION / GROWTH Leverage L&D mechanisms to spur new thinking, innovation and growth in APAC Change Management Innovation/Think-tanks Transformation FUTURE READINESS Accelerate key talent progression along the pipeline... enhance the succession slate for key roles across the enterprise Graduate Development APAC Talent Programme Senior Leadership Long Term People Outcomes

3 CONTENT 3 PEOPLE Communication: Your Key to Success Intercultural Communication in the Workplace Managing for Success Power Up Your Business Writing Skills Presentation Skills > PRODUCTS/ TECHNICAL 10 CIB Boot Camp for Back Office CIB Boot Camp Product Training PROCESS AT2 Functional Overview Training Advanced pcontrol Cash & Rebalancing Advanced pcontrol Unit Pricing Excel Level 1 Excel Level IT Security Master Class Consultative Selling Skills SALES & CLIENT MAGEMENT INNOVATION GROWTH - INCUBATORS Innovation and Team Building Workshop 20

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5 5 PEOPLE > PRODUCTS/ TECHNICAL PROCESS SALES & CLIENT MAGEMENT PEOPLE Communication: Your Key to Success Intercultural Communication in the Workplace Managing for Success Power Up Your Business Writing Skills Presentation Skills > PRODUCTS/ TECHNICAL CIB Boot Camp for Back Office CIB Boot Camp Product Training PROCESS AT2 Functional Overview Training Advanced pcontrol Cash & Rebalancing Advanced pcontrol Unit Pricing Excel Level 1 Excel Level 2 IT Security Master Class SALES & CLIENT MAGEMENT Consultative Selling Skills 19 INNOVATION GROWTH - INCUBATORS GROWTH - INCUBATORS Innovation and Team Building Workshop 20

6 6 > PEOPLE PEOPLE Communication: Your Key to Success This programme helps participants appreciate the limitation of poor communication skills and how overcoming them can cultivate more productive relationships at work and at home. 1 day Staff who need to improve their communication skills Not required Communication Skills Identify the main challenges in communication, and how to overcome them Make great connections by making your first impressions count Develop door-opening and paraphrasing skills to make great conversation Sharpen your active listening skills and make every exchange more productive Improve impact through careful speech habits Appear confident and relaxed through appropriate body language Improve relationships by using empathy and assertiveness Become more effective when dealing with difficult situations and conflict Understanding your role in team communication Words, voice and body language Improving your listening and speaking skills Improving your assertiveness in communication Ongoing learning and conclusions PROGRAMME CATALOGUE 2017-CHI

7 PEOPLE Intercultural Communication in the Workplace The program focuses on exposing participants to basic issues and attitudes needed to cultivate intercultural awareness, tolerance, adaptation, and competence, typical areas of cross-cultural misunderstanding between Chinese and business partners from other nations, interaction via cases reflecting verbal and non-verbal communication challenges across cultures, and seeks to promote the clarification of one s personal and corporate identities and values in business contexts. Expose participants to basic issues and raise their awareness of intercultural issues Enhance the participants understanding through summaries of relevant intercultural issues Become motivated to develop themselves as better intercultural communicators > PEOPLE 1 day Staff who want to cultivate and improve intercultural communication competence 7 Intercultural Communication Video Bias and Unconscious bias Case Studies PROGRAMME CATALOGUE 2017-CHI

8 8 > PEOPLE 2 days Managers and team leaders Developing Collaborators Generating engagement/ inspiring others Impact Managing in a positive way PEOPLE Managing for Success This programme helps participants acquire fundamental management skills needed to adapt management style to different situations and to identify their specific added value to their team. Acquire and consolidate fundamental management skills to be able to adapt your style to different situations Explore and become familiar with the key managerial roles and behaviours underpinning the Bank s strategy Engage in a development plan as a personal contract for change Managerial expectations: Exploring and identifying one s own management profile Key management issues Adapt management style to people and situation Levers to individual motivation Team dynamics Managing performance PROGRAMME CATALOGUE 2017-CHI

9 PEOPLE Power Up Your Business Writing Skills This programme helps participants appreciate main problems in today s business writing, and will equip them with different writing styles to ensure their messages yield results. > PEOPLE 2 days 9 Identify old-fashioned phrases, and standard overused jargon Use modern business language to compose business correspondence Applying the main rules of good business writing Structure documents logically using a 4 Point Plan Using consistent layout Enhance communication skills Compose effective letters, memos, faxes, s and other documents Ensure your messages are read, understood, remembered, and get results Staff who need to improve their business English writing skills Purpose and readability Plain English, active or passive voice, grammar Mind mapping for document planning Image, language and tone Punctuation Structure and layout, including front-focus Effective business writing value to the reader Business letters s, including the BNPP protocols Short reports Evaluation and self-editing of documents PROGRAMME CATALOGUE 2017-CHI

10 10 > PEOPLE 2 days Staff who need to make public presentations to staff or clients PEOPLE Presentation Skills This programme focuses on planning and delivery skills for informative or persuasive presentations, enhancing an individual s ability to communicate with greater confidence, control and flexibility. Presentation styles are fine-tuned to develop a greater ability to inform, influence and convince. Purpose of the Programme is to learn and implement an effective approach to informing, persuading, and inspiring people to a desired course of action, behavior, and decision making Participation in the Programme will enable participants with the knowledge, techniques, and methodology to communicate their business presentation 1) The STORY Workshop 2) The SENSATION Workshop 3) The SPIRIT Workshop 4) The Q & A Workshop 5) The PRACTICE Workshop PROGRAMME CATALOGUE 2017-CHI

11 PRODUCTS/ TECHNICAL CIB Boot Camp for Back Office The goal of this programme is to give back office a better understanding of Corporate Banking & Cash Management Services and Treasury & Risk Management > PRODUCTS/ TECHNICAL 11 Understand the fundamentals of Corporate Banking its products and Services and the structure of the organizations Evaluate strategy and risk management capabilities including Basel capital and liquidity requirements Understand the importance of the Cash Management and Treasury Management functions of the bank 2 days All staff of CIB, especially staff of back office such as OPS Day 1 Corporate Banking & Cash Management services: Session 1 - Introduction to Corporate Banking - Corporate Banking Products & Services Session 2 - Roles of Front office, middle office and back office - The Credit delivery cycle - Role of operations in the credit delivery cycle Session 3 - Case studies on role of operations Session 4 - Cash Management Services Day 2 - Treasury & Risk Management Session 1 - Treasury Management Functions Session 2 - Risk Management Session 3 - Importance of compliance - Basel norms of banks Session 4 - Case studies on global operations failures PROGRAMME CATALOGUE 2017-CHI

12 12 > PROCESS 2 days All staff of CIB including front office and support staff of up to 3 years experience Understanding the Business environment PRODUCTS/ TECHNICAL CIB Boot Camp Product Training By the end of this course, participants will be able to: Identify macro-economic drivers of the real global economy and how they are reflected in the pricing of financial instruments Describe the monetary transmission mechanism and the role of banks in financial intermediation Distinguish between different types of bank commercial, investment and universal banks - and the marketplace in which they operate Recognise the current state of the banking industry and the regulatory pressures on the industry Understand Bond and Equity markets and the differentiate between bonds and loans Describe the primary markets, both Debt and Equity and the motivations and methods of capital raising in these markets Evaluate the potential needs of a corporate client at different stages of their lifecycle M&A advice and event financing Analyse corporate hedging needs in the secondary markets credit and commodity price hedging Recognise the role of credit derivatives in the financial crisis The workshop will be practical and involve exercises for the participants to reinforce learning. Day One Module One Financial Markets and the Real Economy Module Two The Banking System and the Banking Industry Module Three Bond Markets and the Yield Curve Module Four Equity Markets Day Two Module One Primary Markets Debt Module Two Primary Markets Equity Module Three Credit Derivatives Module Four Commodity Derivatives PROGRAMME CATALOGUE 2017-CHI

13 PROCESS AT2 Functional Overview Training The program helps to understand the efficient working of ATLAS 2. > PROCESS 13 5 days Build and enhance Atlas2 General Knowledge among the participants, covering all key features, products and transactions Expose participants to Atlas2 various key transactions through online demo and practical exercise, referring to the concepts learned Help participants to learn and enhance general banking concepts Back office Operations team, IT teams, Business Analyst, Finance team, Testing team, New joiners, Graduates (Note: participants can choose to attend any module they are interested in) Atlas2 General Concepts Atals2 Petals Integrated and interfaced Atlas2 parameterization tool - GESTAB overview Atlas2 Jurisdiction Overview Atlas2 Clients Atlas2 Accounts Facilities Management Atlas2 Accounting Day Overview Core Banking Knowledge Management, sharepoint portal Overview Atlas2 Evolutions PROGRAMME CATALOGUE 2017-CHI

14 14 > PROCESS PROCESS Advanced pcontrol Cash & Rebalancing This program will enable participants to gain basic understanding of pcontrol Cash & Rebalancing Process. 4.5 Hrs All Staff / users of Hiportfolio Understand the Cash & Rebalancing Process End to End pcontrol Interface with HiPort, TA, DWH - Flow diagram Cash & Rebalancing Input Cash and Rebalancing Output pcontrol Configuration to manage the cash allocation Detailed look and analysis of each of the main Phases and Segments of Cash & Rebalancing process PROGRAMME CATALOGUE 2017-CHI

15 PROCESS Advanced pcontrol Unit Pricing This program will enable participants to gain basic understanding of pcontrol Unit Pricing Process > PROCESS 15 Understand the Unit Pricing Process End to End 3 Hrs Users of pcontrol Introduction to pcontrol + Advanced pcontrol Cash & Rebalancing List 3 or 4 cometencies addressed by the programme pcontrol interactions with HiPort, TA, DWH - Flow diagram Multi class vs Single class pricing Master Custody VS STOM What is needed prior to pricing - pricing Dependencies Understanding the calculations behind the scene when the unit pricing process is run List of the main Phases and Segments of unit Pricing calculations Detailed look and analysis of each of the main Phases and Segments of Unit Pricing calculations (example) PROGRAMME CATALOGUE 2017-CHI

16 16 > PROCESS 1 day All staff who want to be more proficient in constructing spreadsheets PROCESS Excel Level 1 Participants will gain the necessary skills to create, edit, format and print basic Microsoft Office Excel 2010 worksheets. Upon successful completion of this course, participants will be able to: Explore the Excel 2010 environment Work with an excel worksheet by entering and selecting the data in it. You will also save the data in the worksheet Modify a worksheet Perform calculations Format a worksheet Develop a workbook Print workbook contents Customize the layout of the excel application window Exploring the Excel Environment Working with an Excel Worksheet Modifying a Worksheet Performing Calculations Formatting Worksheets Developing a Workbook Printing Workbook Contents Customizing Layout PROGRAMME CATALOGUE 2017-CHI

17 PROCESS Excel Level 2 Participants will apply visual elements and advanced formulas to a worksheet to display data in various formats. > PROCESS 17 1 day Upon successful completion of this course, participants will be able to: Enhance the workbook Automate workbook creation by using templates Organize data using tables Create and modify charts Analyze data using pivot tables and pivot charts Work with graphic objects Calculate with advanced All staff who want to be more proficient in constructing spreadsheets Enhance the workbook Automate workbook creation by using templates Organize data using tables Create and modify charts Analyze data using pivot tables and pivot charts Work with graphic objects Calculate with advanced formulas Sort and filter data PROGRAMME CATALOGUE 2017-CHI

18 18 > PROCESS 1 day ITO staff Knowing how to use IT Risk Management PROCESS IT Security Master Class The digital age has brought numerous challenges to business - the rise of social media; impacts on personal privacy; data protection and internet fraud issues. It changes our daily work and daily lives to the way we work, whether at the office or home or on the road. This programme shows you the way to master and dive into the new challenges of IT. Understand how Cyber Security can impact daily life and what can be done to keep ourselves out from cyber threats Have a good overview of the regulatory requirments on technology risk management and regulator s expectations to adopt sound practices and processes for managing technology Understand the emerging risks and trends in the financial institutions and impacting BNPP Learn how to change culture and behavior to minimize Conduct Risk Cyber Security Confidentiality Obligations & Data Protection APAC Regulations on Technology Risk Management Emerging Risks and Trends Conduct Risk Management Case Studies PROGRAMME CATALOGUE 2017-CHI

19 SALES & CLIENT MAGEMENT Consultative Selling Skills This programme is the first of a 3-part series that helps relationship managers come up with winning sales strategies through consultative methods. 19 >SALES & CLIENT MAGEMENT Build long-term relationships with clients Be seen as trusted by clients Fully understand the clients needs with a consultative approach Understand and apply selling based on clients needs Focus on Me-Us-It Me. How to be personally resourceful and at our best more often at each stage of the sales process Us. How to build a long term partnership relationship with the client It. How to be focused on strategic business outcomes Learn how to lead relationships using See-Hear-Speak Understand tools and techniques to enable you to make the key difference in customer perception Create an appropriate degree of positive image, at both the personal and organization level How to build an effective sense of trust and understanding Use a consultative approach to establish the clients needs How to fully understand the clients overall position Learn how to listen at a level to uncover new possibilities Discover the power of an approach founded on a clear sense of joint purpose Focus on service for the client Learn how to effectively agree on solutions Practice and experimentation Practice new techniques and experiment with different strategies and approaches in a stretching, safe, business based environment This course culminates in a customer meeting simulation 2 days All client-facing staff Client Focus Commercial attitude Strategic Vision PROGRAMME CATALOGUE 2017-CHI

20 20 INNOVATION > GROWTH - INCUBATORS 课时 1 天 目标受众营运部员工 (ITO staff, including staff at the branches) GROWTH - INCUBATORS Innovation and Team Building Workshop 创新性的思维将给企业带来绩效的突破, 促进企业成长 创新性思维来源于放松的状态, 知道个人的思维障碍, 并能消除 在这样的状态下, 配合创意工具与技巧, 就能发挥出创造力 本课程一开始就让学员深刻了解创新的意义, 增加学员用创新的思维去思考问题的意愿度 通过知道各种思维方式, 能多角度去思考问题 再学习产生创意的工具和创造性的思维方式, 能够在工作中灵活运用, 取得突破 课程效益 心态 : 愿意突破常规思维, 开拓思路, 培养创造性思维 技能 : 掌握批判式思维 打破思维范式 产生创意的工具 创造性问题解决的流程 应用 : 能产生大量创意和创新解决方案, 建立创新的文化, 提高效率及业绩 课程纲要创新的意义 思考创新的必要性 理解创新与创造力的关联 知道员工创造力与组织创新的关系创造性思维与创造力 知道如何消除妨碍创造性思维的障碍 运用全脑思维 知道聚合性思维与发散性思维的区别 能以批判式思维打破思维范式 知道不同的思考风格, 知道自己擅长用的思维风格产生创意的工具 仿生学法 强制关联法 属性列举法 质问法 分解组合法 两字关联词法 头脑风暴创造性的问题解决 了解传统的问题解决与创造性问题解决的差异 合理应用创造性的问题解决 : 运用发散和聚合思维, 力求寻找到真正关键的问题 掌握创造性问题解决的流程成为创新型的员工与管理者 知道创新者的角色, 成为创新型管理者 了解管理层在创新中的作用 PROGRAMME CATALOGUE 2017-CHI

21 21 HEAD OF HUMAN RESOURCES Changwu LIU address: Telephone number: Lilly TANG address: Telephone number:

22 Jan 2017 The bank for a changing world