Support Clients on their Sustainability Journey
A senior executive publicly committed on national business news that all frontline colleagues would receive sustainability training. There was no standardized enablement in place across Business Banking and Private Banking. The course had to launch within three weeks.
Audience: Business Banking and Private Banking frontline colleagues
Scope: Enterprise sustainability enablement
Format: 22-minute Articulate Storyline course
Role: Sole designer and project lead
High-stakes project management and instructional design
Translated the bank’s sustainability strategy and $50B target into clear, frontline-ready guidance
Structured the course around practical conversation starters so sales colleagues could confidently initiate sustainable finance discussions
Converted stakeholder PowerPoint materials into cohesive, scenario-driven learning
Implemented a defined review cadence with structured feedback checkpoints to maintain executive alignment
Controlled scope by limiting revisions to agreed-upon components during each cycle
Delivered a mandatory enterprise course within three weeks
Strategic Actions:
When an executive makes a public commitment, the margin for error disappears. The work has to be structured and disciplined.
Decision Rationale:
Rather than allowing iterative, open-ended review cycles that could jeopardize the launch date, I established defined review windows with decision checkpoints. This kept us aligned without putting the launch date at risk.
The Insight:
How it’s used:
Mandatory deployment across Business Banking and Private Banking
Established a consistent sustainability message tied to enterprise targets
Gave frontline sales colleagues a clear starting point for sustainable finance conversations with clients
Served as foundational knowledge prior to deeper product-specific instruction
Delivered enterprise sustainability enablement on schedule, protecting the executive commitment while giving frontline teams a practical starting point for client conversations.