Case Study 1 Programme Governance & Management

Client: Leading Investment Bank


Client Challenge: Establishment of a Programme Management function for a strategic regulatory reporting initiative

Asked by the Client to manage the oversight and delivery of requirements for the strategic financial regulatory reporting required by regulating governing bodies predominately in US, UK and Germany.


Our Approach:


  • Create the Project Initiation Document (PID) and baseline project plans from inputs from work stream leads.
  • Status updates and production of regular and ad-hoc reports, capturing and reporting of Programme benefits and achievements.
  • Creation of fortnightly OpCo Packs for the US.
  • Maintained & monitored project plans and schedules: includes tracking of key project milestones, risks and issues and proactively highlighting potential impacts to project delivery providing an independent view of project health.
  • Organised and managed 18,000 project plans based on the Bank’s finance data and project scopes.
  • Implemented the governance model; defined project deliverables, ensured timely updates and delivery of Programme deliverables, updated and maintained component plan templates received from the business unit.
  • Ensured robust daily and weekly tracking of 190,000 project milestones across various projects, for reporting to directors, key stakeholders and the FRBNY.
  • Maintained the FRY9c Metrics Tracker, producing a real time refection of deliverables; this included reporting on data trends and analysis, risks and issues, as well as variance reporting while liaising with stakeholders for approaching deadlines.
  • Monitoring resource utilisation, reconciling headcount, oversight of project timesheets, & support for resource off-boarding. 
  • Ensure accuracy in financial reporting and forecasts through tracking and monitoring of actuals to budget and perform monthly forecast updates.



Outcome and Results:


Not only did we successfully hand over the Programme Management function for the Client to run independently, but the initiative was delivered on time to the respective governing bodies as well.