Using AI in a new role

There are so many options to utilise AI and one of these is to help brainstorm a plan for when you start a new role. Here is a list of some cool ideas – just your role, responsibilities and industry to get personalised results that you can use, share and refine.

Within each section, there is detailed output of the prompts using Copilot for fictious examples. Just click on the heading and it will expand out.

Top 10: generic

Even as an experienced hire, it’s a good reminder to have those personal coaching checklists. Your key objectives will differ but putting these in can make sure you are considering you, the company and future success.

provide a ranked list of the top 10 things to do for personal development, integration into a new company and long term success in a new role

➥Example output: Ranked list of top 10 in a new role

Certainly! Here are the top 10 strategies for personal development, successful integration into a new company, and long-term success in a new role:

Set Clear Goals:
- Define specific and actionable goals for your career and personal growth.
- Measure your progress and adjust as needed.
Face Your Fears:
- Embrace challenges that push you out of your comfort zone.
- Overcome fears by taking calculated risks and seeking new experiences.
Read and Learn:
- Read books, articles, and industry-related materials to expand your knowledge.
- Attend webinars, workshops, and conferences to stay informed.
Seek New Opportunities:
- Look for projects or tasks that challenge you and help you grow.
- Volunteer for cross-functional teams or initiatives.
Build Relationships:
- Network with colleagues, mentors, and industry professionals.
- Cultivate strong professional relationships to learn and collaborate.
Receive Feedback:
- Seek feedback from peers, managers, and mentors.
- Use constructive criticism to improve and refine your skills.
Learn New Skills:
- Take courses or workshops to acquire new skills.
- Stay updated on industry trends and technological advancements.
Be Adaptable:
- Embrace change and be open to learning.
- Adapt to new processes, tools, and ways of working.
Practice Self-Reflection:
- Regularly assess your progress and identify areas for improvement.
- Understand your strengths and weaknesses.
Balance Work and Well-Being:
- Prioritize self-care, physical health, and mental well-being.
- Maintain a healthy work-life balance for sustained success.

Remember, personal development is an ongoing journey. Continuously invest in yourself, stay curious, and adapt to thrive in your new role! 🌟

30-60-90 day plan: your role

Sometimes a new role is like diving into the deep end. To stagger your onboarding, it’s often good to use a structure like a 30-60-90 day plan which allows a bit of flex but keep you accountable to making a difference in your first quarter and engaging with key colleagues.

create a detailed 30-60-90 day plan for an executive in the banking industry focussed on strategic projects and business value realisation. breakdown the key activities by week, outline the benefits and measurability.

➥Example output: 30-60-90 day plan, split by week

A 30-60-90 day plan for an executive in the banking industry should be well-structured, aligning with strategic goals, and focused on delivering tangible business value. Let’s break it down:

30-Day Plan

Week 1-2: Onboarding and Immersion
- Activities:
  - Meet Stakeholders: Engage with key stakeholders, including department heads, team members, and cross-functional partners.
  - Understand Processes: Deep dive into existing processes, systems, and workflows.
  - Learn Culture: Familiarize yourself with the organizational culture and values.
- Benefits:
  - Quick Integration: Establish rapport and build relationships.
  - Clarity: Gain insights into the current state of affairs.
Week 3-4: Project Assessment and Prioritization
- Activities:
  - Project Inventory: Compile a list of ongoing and upcoming strategic projects.
  - Assess Impact: Evaluate each project’s potential impact on business growth and customer satisfaction.
  - Prioritize: Rank projects based on urgency, alignment with business goals, and resource availability.
- Benefits:
  - Focused Efforts: Allocate resources effectively.
  - Strategic Alignment: Ensure projects contribute to overall business objectives.

60-Day Plan

Week 5-6: Project Execution Kickoff
- Activities:
  - Project Teams: Assemble cross-functional teams for high-priority projects.
  - Set Milestones: Define specific milestones for each project.
  - Resource Allocation: Allocate budgets, technology, and personnel.
- Benefits:
  - Acceleration: Projects move from planning to execution.
  - Visibility: Clear project timelines and responsibilities.
Week 7-8: Stakeholder Communication and Progress Tracking
- Activities:
  - Regular Updates: Communicate project progress to stakeholders.
  - Risk Mitigation: Identify potential risks and develop mitigation strategies.
  - KPI Definition: Establish key performance indicators (KPIs) for each project.
- Benefits:
  - Transparency: Stakeholders are informed and engaged.
  - Course Correction: Address issues promptly.

90-Day Plan

Week 9-10: Business Value Realization
- Activities:
  - Monitor KPIs: Track project performance against KPIs.
  - Evaluate ROI: Assess return on investment for completed projects.
  - Customer Impact: Measure customer satisfaction and feedback.
- Benefits:
  - Tangible Results: Demonstrate value delivered.
  - Learnings: Insights for future initiatives.
Week 11-12: Strategic Roadmap Refinement
- Activities:
  - Lessons Learned: Gather feedback from project teams.
  - Adjust Strategies: Refine the strategic roadmap based on outcomes.
  - Long-Term Vision: Align short-term wins with long-term vision.
- Benefits:
  - Continuous Improvement: Enhance processes and strategies.
  - Forward Momentum: Set the stage for ongoing success.

Remember, measurability is crucial. Regularly assess progress against predefined metrics and adjust the plan as needed. Good luck with your strategic endeavors! 🚀

Board Strategy: your outcomes

Often in a new Executive role, you will be asked to create or revise a Board strategy paper in your area of expertise. This may not happen initially but starts a good framing around the more strategic aspects of the role before you get stuck into the nitty gritty.

outline a board strategy like a mckinsey consultant would for strategic projects and business value realisation tabulating each section with key speaker notes

➥Example output: Board strategy tabulated with speaker notes

Certainly! Here’s an organized board strategy for strategic projects and business value realization, complete with key speaker notes:

Section	Objective	Activities	Benefits	Speaker Notes
1. Vision and Alignment	Ensure the board understands the organization’s long-term vision and strategic priorities.	– Conduct Strategic Alignment Workshops to align the board with the CEO’s vision. – Define KPIs linked to strategic goals.	– Unified Direction: Board members aligned on purpose. – Strategic Focus: Prioritize projects contributing to the vision.	“Ladies and gentlemen, our first priority is to align our strategic compass. Let’s engage in workshops to understand our long-term vision and establish clear KPIs.”
2. Portfolio Management and Resource Allocation	Optimize resource allocation across strategic projects.	– Review the Project Portfolio against strategic objectives. – Identify risks and dependencies. – Allocate budgets, talent, and technology.	– Efficiency: Allocate resources where they create the most value. – Risk Mitigation: Address bottlenecks early.	“Now, let’s delve into our project portfolio. We’ll assess risks, allocate resources wisely, and ensure alignment with our strategic goals.”
3. Value Realization Framework	Ensure projects deliver tangible business value.	– Understand value creation for each project. – Monitor execution against KPIs. – Quantify and communicate achieved value.	– Measurable Impact: Demonstrate ROI and outcomes. – Churn Prevention: Satisfied stakeholders stay engaged.	“Our next focus is value realization. We’ll track KPIs rigorously and communicate the impact we’re creating.”
4. Risk Oversight and Mitigation	Minimize risks associated with strategic projects.	– Establish Risk Committees. – Anticipate external factors through scenario planning. – Develop contingency plans.	– Resilience: Proactively address risks. – Adaptive Strategy: Adjust plans as needed.	“Risk management is critical. We’ll form committees, plan for scenarios, and ensure we’re prepared for any curveballs.”
5. Reporting and Accountability	Ensure transparency and accountability.	– Redesign board reports for strategic impact. – Regularly review project performance against KPIs. – Prepare for CEO succession.	– Informed Decisions: Real-time insights for the board. – Succession Readiness: Smooth leadership transitions.	“Lastly, let’s enhance our reporting, stay accountable, and be ready for leadership transitions. Transparency is key.”

Remember, our goal is to drive value creation and strategic impact. Let’s execute this plan with precision! 🚀

Boss: your performance expectations

Sometimes is good to understand what your boss might expect from you in terms of performance and how you would hope that they would support your onboarding. Always remember AI will give you the dream state so don’t be disappointed with the reality.

As a CEO outline how you would onboard and measure performance of an executive responsible for strategic projects and business value realisation

➥Example output: CEO onboarding and performance measures

Certainly! As a CEO, onboarding and measuring the performance of an executive responsible for strategic projects and business value realization are critical. Let’s break down the process:

Executive Onboarding

Orientation and Cultural Immersion:
- Objective: Ensure the executive understands our company’s culture, values, and strategic direction.
- Activities:
  - Welcome Meeting: Personally greet the executive and introduce them to the leadership team.
  - Company Overview: Provide an in-depth overview of our history, mission, and core values.
  - Meet Key Stakeholders: Arrange meetings with department heads, team members, and cross-functional partners.
- Benefits:
  - Cultural Alignment: Set the tone for cultural integration.
  - Network Building: Establish relationships across the organization.
Strategic Deep Dive:
- Objective: Equip the executive with insights into our strategic projects and business priorities.
- Activities:
  - Project Portfolio Review: Discuss ongoing and upcoming strategic initiatives.
  - Business Context: Explain market dynamics, competitive landscape, and customer needs.
  - Alignment with Goals: Connect projects to our long-term vision.
- Benefits:
  - Strategic Clarity: Ensure the executive understands our strategic imperatives.
  - Prioritization: Help them focus on high-impact projects.
Mentorship and Coaching:
- Objective: Provide personalized guidance and support.
- Activities:
  - Executive Mentor: Assign a seasoned leader as their mentor.
  - Regular Check-Ins: Schedule weekly or biweekly catch-up sessions.
  - Feedback Loop: Encourage open dialogue and address any challenges.
- Benefits:
  - Accelerated Learning: Leverage the mentor’s experience.
  - Adaptation: Smooth transition into the role.
Performance Metrics and KPIs:
- Objective: Define clear performance expectations.
- Activities:
  - SMART Goals: Set Specific, Measurable, Achievable, Relevant, and Time-bound objectives.
  - Key Performance Indicators (KPIs): Identify metrics tied to project success.
  - Regular Reviews: Conduct quarterly performance assessments.
- Benefits:
  - Accountability: Ensure alignment with organizational goals.
  - Course Correction: Address deviations promptly.

Measuring Performance

Quantitative Metrics:
- Project Milestones: Evaluate progress against project timelines.
- Financial Impact: Measure ROI, revenue growth, and cost savings.
- Customer Satisfaction: Monitor NPS scores or customer feedback.
- Risk Mitigation: Assess risk reduction achieved by strategic projects.
Qualitative Assessment:
- Leadership Competencies: Evaluate soft skills (communication, collaboration, decision-making).
- Stakeholder Relationships: Gauge their ability to build strong partnerships.
- Innovation and Adaptability: Assess their contribution to driving innovation.
360-Degree Feedback:
- Peer Reviews: Gather input from colleagues and team members.
- Direct Reports: Solicit feedback from those they lead.
- Board Evaluation: Include board members’ perspectives.
Long-Term Impact:
- Strategic Vision: Assess how their projects align with our long-term goals.
- Organizational Culture: Observe their influence on company culture.
- Succession Planning: Consider their potential for future leadership roles.

Remember, executive onboarding is an ongoing process. Regularly revisit goals, provide continuous feedback, and celebrate achievements. 🚀

KPIs: measuring results

KPIs (Key Performance Indicators) are key across most industries, organisations and teams. It’s good to understand what would be a good set of KPIs to assess against for the current KPIs in your new role.

create a KPI tree that would help measure success in a new role as an executive responsible for strategic projects and business value realisation

➥Example output: KPIs for key outcomes

Certainly! Here’s a KPI tree to measure success for an executive responsible for strategic projects and business value realization after 90 days:

Strategic Project Success:
- 1. Project Completion Rate:
  - Definition: Percentage of strategic projects completed within the planned timeframe.
  - Target: 90% or higher.
  - Measurement: Count of completed projects / Total planned projects.
- 2. Project ROI:
  - Definition: Return on investment for strategic projects.
  - Target: Positive ROI.
  - Measurement: (Project Benefits – Project Costs) / Project Costs.
Business Value Realization:
- 3. Customer Satisfaction:
  - Definition: Customer feedback and satisfaction scores.
  - Target: NPS score above industry average.
  - Measurement: NPS surveys, customer reviews.
- 4. Cost Savings:
  - Definition: Reduction in operational costs due to process improvements.
  - Target: 10% cost reduction.
  - Measurement: Actual cost savings.
- 5. Revenue Growth:
  - Definition: Increase in revenue attributable to strategic initiatives.
  - Target: 10% revenue growth.
  - Measurement: Actual revenue increase.
Leadership and Collaboration:
- 6. Cross-Functional Alignment:
  - Definition: Degree of alignment with other departments.
  - Target: High alignment.
  - Measurement: Feedback from cross-functional peers.
- 7. Team Engagement:
  - Definition: Employee engagement within the strategic projects team.
  - Target: 80% or higher engagement score.
  - Measurement: Employee surveys.

Remember, these KPIs will help you track progress, demonstrate value, and drive success in your new role. 🌟

Competitors: understand the market

It’s always important to get a high level snapshot of key competitors to then drilldown or formulate strategies.

outline a list of key competitors with the NZ banking industry, their market capitalisation, key strengths, weaknesses, opportunities and threats in a tabular format

➥Example output: Competitor size & SWOT

Certainly! Here’s a tabular outline of key competitors in the New Zealand banking industry, along with their market capitalization, strengths, weaknesses, opportunities, and threats:

Bank	Market Capitalization (NZD)	Strengths	Weaknesses	Opportunities	Threats
ANZ	High	– Established player with a wide customer base. – Strong international presence.	– Regulatory compliance challenges. – Legacy systems.	– Digital banking expansion. – Growing SME market.	– Economic downturns. – Competition from fintechs.
BNZ	High	– Strong local brand. – Robust risk management.	– Limited international footprint. – Concentrated exposure to New Zealand market.	– Innovation in digital services. – Sustainable finance initiatives.	– Interest rate fluctuations. – Cybersecurity risks.
ASB	High	– Customer-centric approach. – Strong financial position.	– Limited global reach. – Relatively smaller market share.	– Fintech partnerships. – ESG investments.	– Regulatory changes. – Interest rate volatility.
Westpac	High	– Diverse product portfolio. – Extensive branch network.	– Reputation challenges (recent scandals). – High operating costs.	– Investment in AI and data analytics. – SME lending growth.	– Regulatory scrutiny. – Economic shocks.

Remember, this analysis provides a snapshot, and each bank’s performance can change over time. 🏦

Press release: visualise the future

Amazon’s working backwards approach (writing a press release first) can help visualise for future success and also hone a winning outcome as a target, along with potential challenges that can be identified upfront and addressed.

write a working backwards (amazon method) news release for an executive (Tim Ely). He is responsible for strategic projects and business value realisation at Safe Bank. This is for a staff magazine and the story outlines a key success on customer personalisation leveraging AI.

➥Example output: Press release

News Release for Safe Bank

FOR IMMEDIATE RELEASE

Tim Ely Drives Personalization Revolution at Safe Bank: AI-Powered Customer Delight

SEATTLE, WA — Q3 2024 — Safe Bank, a trailblazer in financial services, proudly announces a transformative achievement led by Tim Ely, our esteemed Executive Vice President of Strategic Projects. Tim’s visionary leadership and relentless pursuit of excellence have reshaped how we serve our customers, setting a new industry standard for personalized banking experiences.

Key Success: AI-Powered Customer Personalization

In a rapidly evolving landscape, Tim Ely recognized that personalization is the cornerstone of exceptional customer journeys. Leveraging cutting-edge artificial intelligence (AI), the customer personalization initiative has achieved remarkable outcomes:

Hyper-Targeted Recommendations:
- Our AI algorithms now analyze individual customer behavior, preferences, and transaction history.
- Customers receive tailored product recommendations, from mortgage options to investment portfolios.
- Result: A staggering 40% increase in cross-selling effectiveness.
Real-Time Fraud Prevention:
- Tim’s team deployed AI models that detect anomalies and potential fraud in milliseconds.
- Suspicious transactions trigger instant alerts, safeguarding our customers’ assets.
- Outcome: A 50% reduction in fraudulent activities.
Predictive Customer Service:
- AI-driven chatbots anticipate customer inquiries and provide proactive solutions.
- Customers receive personalized assistance, whether they’re applying for a loan or disputing a charge.
- Impact: A 30% decrease in call center volume.
Dynamic Pricing Optimization:
- Our AI dynamically adjusts interest rates, fees, and rewards based on individual profiles.
- Customers benefit from fairer pricing, fostering loyalty and trust.
- Achievement: A 15% increase in customer retention.

Quotes from Tim Ely

“Safe Bank’s commitment to customer-centric innovation drives our success. AI isn’t just a buzzword; it’s our compass for creating meaningful connections.”

“Collaboration across teams—data scientists, UX designers, and front-line staff—has been pivotal. Together, we’ve redefined banking.”

Celebrating Tim Ely’s Impact

Join us in celebrating Tim Ely’s extraordinary achievement. His legacy extends beyond metrics—it’s about empowering our customers’ financial dreams. Look out for the full feature in the upcoming Q3 2024 issue of Safe Bank’s staff magazine.

For media inquiries, please contact:

Safe Bank PR Team Email: pr@safebank.com Phone: (123) 456-7890

About Safe Bank: Safe Bank is committed to personalized banking experiences, where Tim Ely and our dedicated teams continue to innovate and elevate customer satisfaction worldwide.

Note: This news release is a fictional creation for illustrative purposes.

Hopefully this has given you some great examples to kickstart your new role and deliver as a well-structured and thoughtful newbie.