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SUMITOMO BANK OF CALIFORNIA
Challenge
Training programs were not responsive to bank's needs.
 Training organization was not highly valued.
Bank culture was resistant to change - particularly a problem when the Asian-owned institution was bought by an American company.

Actions
Designed a product knowledge training strategy and program.
Trained over 800 people of different cultures on bank's new computer system and products.
Managed training operations through merger process, helping employees develop skills and confidence to succeed in new environment.

Results
Eliminated redundant work by creating partnerships with business units to ensure alignment of all processes with business goals and major initiatives.
Managed the merger/conversion training effort with an emphasis on managing change and
transition so Sumitomo employees were confident and competent in the new organization.


WELLS FARGO BANK RETAIL STAFF DEVELOPMENT GROUP
Challenge
As a result of bank merger, group retrofitted to a self-managed team and wanted to fine tune their processes for improved productivity.

Actions
Designed and delivered team workshop, providing processes and tools for self-management.
Coached individuals to take the initiative for assuming greater responsibility to achieve group's targeted business goals.

Results
Team performance-already at high levels-increased significantly.


Bank of the West

Challenge
New collection agents lacked skills and experience to handle routine collection inquiries thoroughly. Consistent, complete training materials were not available.

Actions
Designed and developed a Collection training program for new collection agents. Materials included product knowledge and collection procedures, a behavioral call model, and system navigation map.

Results
Consistent training package, including all necessary components, enabled new agents to handle routine collection procedures accurately and confidently immediately after training.


Bank of the West

Challenge
Newly promoted supervisors from within peer ranks lacked confidence and competence to be effective leaders.

Actions
Created an assimilation process for new supervisors promoted from within peer ranks. Assigned mentors, focused on specific leadership components so newly promoted supervisors could present themselves as credible and confident in their new roles.

Results
Assimilation process gave specific tools to use and assigned mentors coached new supervisors how to

Manage themselves appropriately as role models
Establish their credibility immediately
Communicate their performance expectations clearly
Supervise diplomatically


 

A

AT&T AT&T CAPITAL CORPORATION
Challenge
The organization retrofitted to self-directed work teams without providing a definition for
"self-directed", or setting boundary conditions. Work teams were unclear on what "self-directed" meant.

Actions
Designed and delivered workshops on self-directed work teams to three levels of teams within the organization. Workshops included clear definitions and boundaries for self-directed teams.
Helped teams set mutual expectations for team performance.
Provided tools for managing conflict within teams without impacting customers.

Results
Senior leaders and work teams established their own performance standards and goals
Productivity increased significantly. Productivity was measured by responsiveness to the
customer, turnaround time, and quick solutions
.


PACIFIC BELL
Challenge
Call Center coach managers were unclear about the roles and responsibilities in their newly-created jobs.

Actions
Designed and developed a 5-day simulation program for coach managers equipping them to handle their daily tasks.

Results
Unprecedented participant testimonials.
Accelerated program delivery.


PACIFIC GAS & ELECTRIC COMPANY
Challenge
Customers were getting mixed messages because of communication gaps within and between business units.

Actions
Conducted a needs analysis that revealed an underlying cultural problem: employees did not understand or accept the value of communication in creating a consistent and customer-focused image.
Developed a strategy that helped PG&E focus more on communication processes as the company moved into a deregulated environment.

Results
Employees focused on a clear consistent customer message as PG&E moved into a deregulated environment.


Central Contra Costa Sanitary District

Challenge
Differing skill levels within Facilitator Network caused some gaps in group's ability to
facilitate more complex business meetings

Actions
Designed and delivered a facilitator workshop including a set of clearly defined principles
giving facilitators a variety of tools to respond to a myriad of complex business situations.

Results
Facilitator Network became highly skilled at managing challenging group interactions


Agilent Technologies

Challenge
North American Life Sciences employees' ability to aggressively grow sales in new product line was questionable.

Actions
Analyzed biotechnology sales positions to identify and assess gaps in knowledge, skills and related areas that were impacting employee performance and business goals.

Results
Division implemented recommendations and both met and exceeded its annual sales goals.


Dey LP
Challenge
Human Resources organization was not well regarded within the larger organization.

Actions
Conducted an organization assessment to assess problem areas.
Created a process improvement strategy for the Human Resources organization to align itself as a business partner with other business units to meet company's targeted goals. Strategy included organization redesign, collaborative business practices and a specific communication process.

Results
The Human Resources organization implemented recommendations and became a strong business partner in achieving company's yearly goals.


Alaska Native Medical Center
Challenge
New employee orientation was incomplete and inconsistent across the medical campus.

Actions
Conducted an organization scan to evaluate the viability and effectiveness of the new employee orientation
Findings described strengths and areas for improvement. Findings included a two-pronged
approach: short term to address areas of immediate concern and long term to create a viable program to set the stage for new employee success.

Results
Medical Center implemented the short term recommendations immediately receiving positive feedback.
Employees were better prepared as they began work in individual departments.


SHELL OIL PRODUCTS U.S.

Challenge
New team leader needed to refocus team's direction and set performance expectations.

Actions
Designed and delivered a high-performing team workshop giving team members self-sustaining tools tobecome more responsive to internal customers' needs and requirements.

Results
Team became a role model for subsequent self-sustaining teams.


Valero refining company
Challenge
Vacuum Pipestill cross functional team was under pressure to meet project requirements on
schedule and within budget.
Teams' communication with each other was problematic or non-existent.

Actions
Designed and delivered a high-performing team workshop including service level agreements
and communication processes so each function within the cross functional teams adhered to
tight deadlines and specific budget targets.

Results
Project was completed on time.


Alamo Learning System
Challenge
Language barriers, coupled with a mixed understanding of American business practices, were making it difficult for work teams in multinational companies to interact productively.

Actions
Designed and delivered team development, customer service and management skills
component of State of California's Employment Training Panel to multinational companies.
Helped teams work more effectively by developing a common understanding of roles and
responsibilities
Developed a "team work ethic" or understanding that all members must pitch in to achieve
team goals even if an individual's assigned work is complete

Results
Teams used self-sustaining team processes to set goals, clarify roles and responsibilities,
determine internal working procedures and building effective working relationships so they
could be responsive to customers' requirements.
Managers set performance expectations for teams, became coaches and facilitators so
customers' requirements were fulfilled on time and within budget.

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Sheila@wilkinsgroup.com