Projects
Design and launch of a talent and culture strategic plan focused on commercial network teams for a leading financial institution in Spain
The design of this plan addressed key challenges, successfully strengthening motivation and pride of belonging within the commercial network.”
Challenge
A leading financial institution in Spain identified a critical challenge: disconnection and demotivation within its commercial network following a sales force restructuring. This situation required a three-year Strategic Talent and Culture Plan that not only aligned teams with the corporate strategy but also strengthened their engagement and sense of belonging.
Solution
We conducted a comprehensive diagnosis through individual interviews, focus groups, and representative surveys across the network, allowing us to identify key strengths and areas for improvement. Based on this, we designed the 2022-2024 Strategic Talent and Culture Plan, action-oriented and aligned with the bank’s vision. The plan consisted of:

  1. Strategic action lines: Initiatives focused on motivation, satisfaction, and work experience, going beyond the traditional Talent and Culture scope.

  2. Clear thematic axes: We grouped initiatives into strategic blocks: For You (employee value), For the Team (team strengthening), and For Your Day-to-Day (operational experience).

  3. Practical executability: We defined responsibilities, specific resources, and detailed action plans to ensure tangible results.

  4. Agile monitoring: We designed an efficient governance model with quarterly planning, constant feedback, and continuous impact evaluation.
Benefits to the Organization
The plan achieved strong acceptance within the commercial network thanks to:

  • Active listening to the commercial network, offering solutions designed to address their real needs.

  • Practical and actionable initiatives that delivered immediate and visible benefits.

  • Effective collaboration between Central Services teams, aligned around a common goal: people.

  • An implementation model that ensured effective execution and continuous tracking of each action.