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communicating leadership results

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Sector: Financial services

Company: Banco de Credito del Peru (BCP) 

Role: Design Research, Content designer, Facilitator

Tools: Interviews, Projective techniques, Proof of concept, Workshops

Date: 2020

THE CONTEXT

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* Due to the proprietary nature of this work, the case study will discuss my process and some of the work but at very high level.

UNDERSTANDING THE USER'S NEEDS

To understand at what level were BCP leaders employing the leadership framework, the HR team launched a survey to all of the bank employees to collect feedback regarding their bosses on key leadership aspects.

In order to communicate the results adequately, I proactively took ownership of the task. I re-designed the results document, printed prototypes and conducted 10 user test guerillas to adjust the prototypes based on the user's needs. After several loops and evaluations, the final document was delivered to all leaders. 

Prototype used for User Test Guerrillas with leaders

Analysis & discoveries

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co-creation workshops

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Sample from the virtual workshops

* Blurred content due to the proprietary nature.

NEXT STEPS

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see other projects

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the right tools for employees

How might we enhance the day-to-day journey of the bank's branch employees through the tools provided for them? 

(before and during the COVID-19 pandemic)

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MAKING REMOTE CHANNELS THE FIRST CHOICE

How might we turn remote advisors into the main interaction channel, leaving the bank branches as the last option? 

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