Do you have a compelling future vision for your onboarding, operations and compliance functions?

The planning process is essential to focus efforts on the most critical challenges your team face. It can be difficult to find the time to take a step back and engage in a longer term more strategic discussion. However, taking the time to create a future vision for your department will drive significant value in the medium and long term.

Critical questions:

• Does your team experience a culture of ‘firefighting’ on a daily basis?
• Is strategy generally reactive – tackling the most immediate issues first?
• Is there a plan to drive towards an improved future state and is this plan supported by a portfolio of projects and programmes?

Aspirational state

Creating a compelling and ambitious 1/3/5-year plan to inspire the team and engage senior management can bring many benefits and increase the commitment of your team almost immediately.