PROGRAM OVERVIEW

Pilot Team Composition:

• 8 Banking Professionals
• 1 Facilitator

Weekly Time Commitment:

• 90-minute core session (Wednesdays, 10:00-11:30 AM)
• 30-minute peer feedback session (Fridays, 9:00-9:30 AM)
• 60 minutes of self-directed practice (flexible timing)

Platform:

• Microsoft Teams dedicated channel: “BCE Pilot Cohort”
• In-house GPT access for all participants
• Teams meeting recordings repository

Progress Tracking:

• Digital communication portfolio for each participant
• Weekly skill application metrics
• Peer feedback dashboard

MODULE 1: STRATEGIC MESSAGING

Weeks 1-3: Crafting clear, concise communication with purpose

WEEK 1: FOUNDATIONS OF EFFECTIVE MESSAGING

Wednesday Session (90 min)

• 10:00-10:15 AM: Program introduction and participant introductions
• 10:15-10:40 AM: Baseline communication assessment activity
• 10:40-11:15 AM:Exercise #1: The 60-Second Pitch Refinement
  • Each banker creates and delivers a 60-second pitch about their role/department
  • Teams recording with in-house GPT analysis of clarity and conciseness
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Discussion of week’s communication observations
• 9:15-9:30 AM: Structured peer feedback on 60-second pitches

Self-Directed Activities:

• Complete communication style assessment
• Record improved version of 60-second pitch based on feedback
• Identify one real-world communication to improve next week

Deliverables:

• Baseline communication assessment results
• Initial and revised 60-second pitch recordings
• Personal communication goals document

Engagement Strategy:

• “Communication Breakthrough” recognition for most improved pitch
• Teams channel post highlighting one communication insight from each participant

WEEK 2: AUDIENCE-CENTERED COMMUNICATION

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 1 application sharing
• 10:15-10:30 AM: Audience analysis framework introduction
• 10:30-11:15 AM:Exercise #19: Technical Translation Challenge
  • Work in pairs to translate technical banking content for different audiences
  • In-house GPT assists with jargon identification and simplification
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Banking-specific translation challenges discussion
• 9:15-9:30 AM: Peer feedback on translations using structured rubric

Self-Directed Activities:

• Create audience profiles for three key stakeholder groups
• Identify and revise one recent communication for a specific audience
• Test translation effectiveness with a colleague from another department

Deliverables:

• Three audience-adapted versions of a technical document
• Audience profile templates for future use
• One real-world communication revision with before/after comparison

Engagement Strategy:

• “Translation Master” badge for most effective jargon simplification
• Anonymous feedback collection: “What banking terms confuse you the most?”

WEEK 3: STRUCTURE AND ORGANIZATION OF COMPLEX INFORMATION

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 2 application sharing
• 10:15-10:30 AM: Information architecture principles for banking
• 10:30-11:15 AM:Exercise #11: Executive Summary Bootcamp
  • Transform detailed banking analysis into one-page executive summary
  • In-house GPT provides readability scoring and suggestion
• 11:15-11:30 AM: Module 1 integration discussion

Friday Session (30 min)

• 9:00-9:15 AM: Executive communication challenges discussion
• 9:15-9:30 AM: Peer feedback on executive summaries

Self-Directed Activities:

• Create executive summary templates for three common reporting scenarios
• Apply pyramid principle to one upcoming communication
• Restructure one existing document using new organization principles

Deliverables:

• One-page executive summary with in-house GPT assessment
• Personal information architecture playbook
• Module 1 self-assessment and application plan

Engagement Strategy:

• “Clarity Champion” recognition for most effective executive summary
• Teams poll: “Most valuable insight from Module 1”

Module 1 Celebration:

• Friday lunch gathering (in-person or virtual) to share key learnings and successes
• Module 1 digital badge awarded to all participants

MODULE 2: CROSS-FUNCTIONAL COLLABORATION

Weeks 4-6: Breaking silos and building collaborative communication

WEEK 4: MATRIX COMMUNICATION STRATEGIES

Wednesday Session (90 min)

• 10:00-10:15 AM: Module 2 introduction and goals
• 10:15-10:30 AM: Matrix organization communication challenges
• 10:30-11:15 AM:Exercise #20: The “Project Translation” Relay
  • Sequential information transfer across different “departments”
  • Measure information preservation and identify breakdown points
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Matrix communication challenges debrief
• 9:15-9:30 AM: Peer feedback on relay performance

Self-Directed Activities:

• Map personal communication network across departments
• Identify one cross-functional communication bottleneck to address
• Practice stakeholder mapping for an upcoming initiative

Deliverables:

• Personal cross-functional communication map
• Information preservation measurement from relay exercise
• Cross-functional communication improvement goal

Engagement Strategy:

• “Connection Catalyst” recognition for most effective relay participant
• Anonymous sharing: “My biggest cross-functional communication challenge”

WEEK 5: TRANSLATING ACROSS DEPARTMENTS

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 4 application sharing
• 10:15-10:30 AM: Department-specific language and priorities
• 10:30-11:15 AM:Exercise #22: Department Dictionary Creation
  • Collaborative glossary development for cross-functional clarity
  • In-house GPT assists with alternative explanations
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Banking-specific terminology challenges
• 9:15-9:30 AM: Dictionary effectiveness testing

Self-Directed Activities:

• Contribute 5 terms to department dictionary
• Test dictionary effectiveness with colleague from another department
• Identify and revise one jargon-heavy communication

Deliverables:

• Contribution to team dictionary
• Before/after revision of jargon-heavy document
• Personal jargon awareness assessment

Engagement Strategy:

• “Translation Innovator” recognition for most creative explanation
• Teams quiz: “Can you define these cross-departmental terms?”

WEEK 6: INFLUENCE WITHOUT AUTHORITY

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 5 application sharing
• 10:15-10:30 AM: Principles of influence in matrix environments
• 10:30-11:15 AM:Exercise #9: The “Escalation Email” Workshop
  • Craft persuasive communication for issue resolution
  • Role-play responses from multiple stakeholders
• 11:15-11:30 AM: Module 2 integration discussion

Friday Session (30 min)

• 9:00-9:15 AM: Influence challenges in banking environment
• 9:15-9:30 AM: Peer feedback on escalation emails

Self-Directed Activities:

• Create personal influence communication templates
• Apply influence principles to one upcoming cross-functional request
• Practice stakeholder objection anticipation

Deliverables:

• Escalation email templates with in-house GPT assessment
• Influence strategy for one real work situation
• Module 2 self-assessment and application plan

Engagement Strategy:

• “Influence Master” recognition for most effective escalation email
• Teams poll: “Most valuable insight from Module 2”

Module 2 Celebration:

• Virtual coffee chat with senior cross-functional leader
• Module 2 digital badge awarded to all participants

MODULE 3: DIGITAL & VIRTUAL COMMUNICATION

Weeks 7-9: Mastering modern communication tools and techniques

WEEK 7: VIRTUAL MEETING EXCELLENCE

Wednesday Session (90 min)

• 10:00-10:15 AM: Module 3 introduction and goals
• 10:15-10:30 AM: Virtual meeting challenges and opportunities
• 10:30-11:15 AM:Exercise #14: Virtual Meeting Engagement Tactics
  • Each participant leads 10-minute segment with specific engagement techniques
  • Teams breakout rooms for practice
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Virtual meeting success stories and challenges
• 9:15-9:30 AM: Peer feedback on meeting facilitation

Self-Directed Activities:

• Create personal virtual meeting template
• Lead one team meeting applying new techniques
• Observe senior leader meeting and note engagement techniques

Deliverables:

• Personal meeting facilitation recording
• Meeting engagement playbook
• Real-world meeting application reflection

Engagement Strategy:

• “Engagement Engineer” recognition for most creative techniques
• Anonymous sharing: “My virtual meeting pet peeves”

WEEK 8: DIGITAL CHANNEL OPTIMIZATION

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 7 application sharing
• 10:15-10:30 AM: Digital channel selection principles
• 10:30-11:15 AM:Exercise #26: The “Right Channel” Challenge
  • Decision-making for appropriate channel selection
  • Create decision tree for common banking communications
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Digital channel effectiveness discussion
• 9:15-9:30 AM: Channel decision tree peer review

Self-Directed Activities:

• Complete Exercise #27: Digital Communication Audit
• Test channel selection decision tree on real-world scenarios
• Experiment with one underutilized digital channel

Deliverables:

• Personal channel selection decision tree
• Digital communication audit results
• Channel optimization plan

Engagement Strategy:

• “Channel Champion” recognition for most effective decision tree
• Teams poll: “Most overused/underused channels in our bank”

WEEK 9: VISUAL DATA PRESENTATION

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 8 application sharing
• 10:15-10:30 AM: Visual communication principles for financial data
• 10:30-11:15 AM:Exercise #2: Data Visualization Challenge
  • Transform complex financial data into clear visual story
  • In-house GPT provides visualization suggestions
• 11:15-11:30 AM: Module 3 integration discussion

Friday Session (30 min)

• 9:00-9:15 AM: Data visualization challenges in banking
• 9:15-9:30 AM: Peer feedback on visualizations

Self-Directed Activities:

• Create visualization templates for common banking metrics
• Transform one text-heavy report into visual format
• Practice narrating data story from visualization

Deliverables:

• Before/after visualization transformation
• Data visualization principles guide
• Module 3 self-assessment and application plan

Engagement Strategy:

• “Visualization Virtuoso” recognition for most effective data transformation
• Teams poll: “Most valuable insight from Module 3”

Module 3 Celebration:

• Friday virtual visualization showcase
• Module 3 digital badge awarded to all participants

MODULE 4: ADAPTIVE COMMUNICATION

Weeks 10-12: Navigating complex scenarios and difficult conversations

WEEK 10: CRISIS AND TIME-SENSITIVE COMMUNICATION

Wednesday Session (90 min)

• 10:00-10:15 AM: Module 4 introduction and goals
• 10:15-10:30 AM: Crisis communication principles in banking
• 10:30-11:15 AM:Exercise #5: Presentation Recovery Simulation
  • Practice adapting communication during unexpected disruptions
  • Teams simulation of crisis scenarios
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Real-world crisis communication examples
• 9:15-9:30 AM: Peer feedback on recovery simulations

Self-Directed Activities:

• Create personal crisis communication templates
• Practice time-compression communication (same message in 5/3/1 minutes)
• Develop rapid response protocol for common disruptions

Deliverables:

• Crisis communication playbook
• Recorded time-compressed message versions
• Disruption recovery assessment

Engagement Strategy:

• “Composure Champion” recognition for most effective recovery
• Anonymous sharing: “My biggest communication crisis moment”

WEEK 11: NAVIGATING DIFFICULT CONVERSATIONS

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 10 application sharing
• 10:15-10:30 AM: Difficult conversation framework
• 10:30-11:15 AM:Exercise #10: Email Tone Calibration
  • Practice delivering challenging messages with appropriate tone
  • In-house GPT analyzes emotional intelligence in writing
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Difficult conversation challenges in banking
• 9:15-9:30 AM: Peer feedback on tone calibration

Self-Directed Activities:

• Create difficult conversation preparation template
• Practice reframing one challenging situation
• Role-play difficult conversation with peer

Deliverables:

• Tone-calibrated email examples for different scenarios
• Personal difficult conversation framework
• Reframing examples before/after

Engagement Strategy:

• “Empathy Expert” recognition for most effective tone calibration
• Teams poll: “Most challenging conversation types in our environment”

WEEK 12: COMMUNICATION STYLE FLEXIBILITY

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 11 application sharing
• 10:15-10:30 AM: Communication style adaptation principles
• 10:30-11:15 AM:Exercise #23: The Stakeholder Perspective Switch
  • Practice communicating from different stakeholder perspectives
  • Role-play across functions and levels
• 11:15-11:30 AM: Program integration and continuation planning

Friday Session (30 min) – Extended to 60 min

• 9:00-9:30 AM: Program reflection and key learnings
• 9:30-10:00 AM: Graduation celebration and next steps

Self-Directed Activities:

• Complete communication growth assessment
• Create personal communication development plan
• Identify potential mentor/mentee relationships

Deliverables:

• Complete personal communication portfolio
• 90-day communication development plan
• Program feedback and recommendations

Engagement Strategy:

• “Communication Excellence” recognition for overall program growth
• Teams poll: “Most transformative program element”

Program Graduation:

• Senior leadership attendance at final session
• Digital credential for program completion
• Post-program mentorship matching

ONGOING ENGAGEMENT ELEMENTS

Weekly Touchpoints

Monday Message (Teams post)

• Weekly focus introduction
• Pre-session preparation reminder
• Inspiring communication example

“Communication Win Wednesday” (Teams channel)

• Weekly thread for sharing real-world application success
• Recognition for practical implementation

Friday Reflection Prompt (Teams chat)

• Structured question for weekend contemplation
• Application planning for following week

Motivation Framework

Digital Recognition System

• Weekly skill badges displayed in Teams profile
• Progress visualization through digital dashboard
• Peer nomination system for specific skills

Real-World Application Incentives

• Points for documented application in workplace
• Bonus recognition for cross-functional impact
• “Application Star” weekly highlight

Celebration Rhythms

• Module completion celebrations (Weeks 3, 6, 9, 12)
• Mid-program check-in with senior sponsor (Week 6)
• Graduation ceremony with leadership (Week 12)

Continuous Feedback Loops

Individual Tracking

• Weekly self-assessment (5 minutes)
• Peer feedback collection (structured form)
• Facilitator observation notes

Program Refinement

• Weekly plus/delta exercise (what worked/what to change)
• Mid-program adjustment session (Week 6)
• Comprehensive program evaluation (Week 12)

ACCOUNTABILITY FRAMEWORK

Participant Commitments

Attendance Requirements:

• Attend minimum 10/12 core sessions (Wednesday)
• Participate in minimum 9/12 feedback sessions (Friday)
• Complete all self-directed activities

Application Requirements:

• Document application of at least one skill weekly
• Contribute to peer learning community
• Complete all deliverables

Graduation Criteria:

• Completed communication portfolio
• Positive peer evaluations
• Demonstrated skill application
• Final presentation to cohort

Facilitator Responsibilities

Session Preparation:

• Customize exercises to current banking context
• Prepare all simulation materials
• Configure Teams environment for activities

Participant Support:

• Weekly office hours (Tuesday, 2:00-3:00 PM)
• Individual feedback on key deliverables
• Progress tracking and intervention as needed

Program Management:

• Weekly facilitator reflection and adjustment
• Stakeholder updates (bi-weekly)
• Program documentation and refinement

TECHNOLOGY SETUP

Microsoft Teams Environment

Channel Structure:

• #general-announcements
• #weekly-sessions (with meeting recordings)
• #peer-feedback
• #resources-and-templates
• #wins-and-learnings
• #social-connection

File Organization:

• Session Materials folder (weekly)
• Personal Portfolio folders (individual)
• Templates Library
• Reference Resources
• Graduation Materials

In-house GPT Configuration

Specialized Prompts:

• Communication clarity assessment
• Tone analysis for different audiences
• Jargon identification and simplification
• Meeting effectiveness evaluation

Weekly Update:

• New prompt templates based on focus area
• Banking-specific examples refreshed
• Participant-generated prompts added

POST-PROGRAM SUSTAINABILITY

Graduate Pathways

Mentor Role:

• Support next cohort as peer coach
• Lead specific exercise facilitation
• Provide cross-functional perspective

Content Contributor:

• Develop banking-specific scenarios
• Create new exercise variations
• Document case studies from application

Communication Champion:

• Facilitate department-specific application
• Serve as communication resource
• Lead mini-workshops on key skills

Ongoing Practice Community

Monthly Practice Session:

• 60-minute skill refresher (last Friday, 9:00-10:00 AM)
• Rotating facilitation by graduates
• New challenge introduction

Digital Resource Hub:

• Continuously updated templates
• New exercise additions
• Success story repository

Measurement Framework:

• Quarterly communication effectiveness survey
• Application tracking dashboard
• Business impact documentation

This detailed schedule provides structure while allowing for adaptation based on the specific needs of the banking team. All times, activities, and focuses can be adjusted to address emerging priorities or challenges.

Banking Communication Excellence (BCE)

12-Week Pilot Program Detailed Schedule

PROGRAM OVERVIEW

Pilot Team Composition:

• 8 Banking Professionals
• 1 Facilitator

Weekly Time Commitment:

• 90-minute core session (Wednesdays, 10:00-11:30 AM)
• 30-minute peer feedback session (Fridays, 9:00-9:30 AM)
• 60 minutes of self-directed practice (flexible timing)

Platform:

• Microsoft Teams dedicated channel: “BCE Pilot Cohort”
• In-house GPT access for all participants
• Teams meeting recordings repository

Progress Tracking:

• Digital communication portfolio for each participant
• Weekly skill application metrics
• Peer feedback dashboard

MODULE 1: STRATEGIC MESSAGING

Weeks 1-3: Crafting clear, concise communication with purpose

WEEK 1: FOUNDATIONS OF EFFECTIVE MESSAGING

Wednesday Session (90 min)

• 10:00-10:15 AM: Program introduction and participant introductions
• 10:15-10:40 AM: Baseline communication assessment activity
• 10:40-11:15 AM:Exercise #1: The 60-Second Pitch Refinement
  • Each banker creates and delivers a 60-second pitch about their role/department
  • Teams recording with in-house GPT analysis of clarity and conciseness
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Discussion of week’s communication observations
• 9:15-9:30 AM: Structured peer feedback on 60-second pitches

Self-Directed Activities:

• Complete communication style assessment
• Record improved version of 60-second pitch based on feedback
• Identify one real-world communication to improve next week

Deliverables:

• Baseline communication assessment results
• Initial and revised 60-second pitch recordings
• Personal communication goals document

Engagement Strategy:

• “Communication Breakthrough” recognition for most improved pitch
• Teams channel post highlighting one communication insight from each participant

WEEK 2: AUDIENCE-CENTERED COMMUNICATION

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 1 application sharing
• 10:15-10:30 AM: Audience analysis framework introduction
• 10:30-11:15 AM:Exercise #19: Technical Translation Challenge
  • Work in pairs to translate technical banking content for different audiences
  • In-house GPT assists with jargon identification and simplification
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Banking-specific translation challenges discussion
• 9:15-9:30 AM: Peer feedback on translations using structured rubric

Self-Directed Activities:

• Create audience profiles for three key stakeholder groups
• Identify and revise one recent communication for a specific audience
• Test translation effectiveness with a colleague from another department

Deliverables:

• Three audience-adapted versions of a technical document
• Audience profile templates for future use
• One real-world communication revision with before/after comparison

Engagement Strategy:

• “Translation Master” badge for most effective jargon simplification
• Anonymous feedback collection: “What banking terms confuse you the most?”

WEEK 3: STRUCTURE AND ORGANIZATION OF COMPLEX INFORMATION

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 2 application sharing
• 10:15-10:30 AM: Information architecture principles for banking
• 10:30-11:15 AM:Exercise #11: Executive Summary Bootcamp
  • Transform detailed banking analysis into one-page executive summary
  • In-house GPT provides readability scoring and suggestion
• 11:15-11:30 AM: Module 1 integration discussion

Friday Session (30 min)

• 9:00-9:15 AM: Executive communication challenges discussion
• 9:15-9:30 AM: Peer feedback on executive summaries

Self-Directed Activities:

• Create executive summary templates for three common reporting scenarios
• Apply pyramid principle to one upcoming communication
• Restructure one existing document using new organization principles

Deliverables:

• One-page executive summary with in-house GPT assessment
• Personal information architecture playbook
• Module 1 self-assessment and application plan

Engagement Strategy:

• “Clarity Champion” recognition for most effective executive summary
• Teams poll: “Most valuable insight from Module 1”

Module 1 Celebration:

• Friday lunch gathering (in-person or virtual) to share key learnings and successes
• Module 1 digital badge awarded to all participants

MODULE 2: CROSS-FUNCTIONAL COLLABORATION

Weeks 4-6: Breaking silos and building collaborative communication

WEEK 4: MATRIX COMMUNICATION STRATEGIES

Wednesday Session (90 min)

• 10:00-10:15 AM: Module 2 introduction and goals
• 10:15-10:30 AM: Matrix organization communication challenges
• 10:30-11:15 AM:Exercise #20: The “Project Translation” Relay
  • Sequential information transfer across different “departments”
  • Measure information preservation and identify breakdown points
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Matrix communication challenges debrief
• 9:15-9:30 AM: Peer feedback on relay performance

Self-Directed Activities:

• Map personal communication network across departments
• Identify one cross-functional communication bottleneck to address
• Practice stakeholder mapping for an upcoming initiative

Deliverables:

• Personal cross-functional communication map
• Information preservation measurement from relay exercise
• Cross-functional communication improvement goal

Engagement Strategy:

• “Connection Catalyst” recognition for most effective relay participant
• Anonymous sharing: “My biggest cross-functional communication challenge”

WEEK 5: TRANSLATING ACROSS DEPARTMENTS

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 4 application sharing
• 10:15-10:30 AM: Department-specific language and priorities
• 10:30-11:15 AM:Exercise #22: Department Dictionary Creation
  • Collaborative glossary development for cross-functional clarity
  • In-house GPT assists with alternative explanations
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Banking-specific terminology challenges
• 9:15-9:30 AM: Dictionary effectiveness testing

Self-Directed Activities:

• Contribute 5 terms to department dictionary
• Test dictionary effectiveness with colleague from another department
• Identify and revise one jargon-heavy communication

Deliverables:

• Contribution to team dictionary
• Before/after revision of jargon-heavy document
• Personal jargon awareness assessment

Engagement Strategy:

• “Translation Innovator” recognition for most creative explanation
• Teams quiz: “Can you define these cross-departmental terms?”

WEEK 6: INFLUENCE WITHOUT AUTHORITY

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 5 application sharing
• 10:15-10:30 AM: Principles of influence in matrix environments
• 10:30-11:15 AM:Exercise #9: The “Escalation Email” Workshop
  • Craft persuasive communication for issue resolution
  • Role-play responses from multiple stakeholders
• 11:15-11:30 AM: Module 2 integration discussion

Friday Session (30 min)

• 9:00-9:15 AM: Influence challenges in banking environment
• 9:15-9:30 AM: Peer feedback on escalation emails

Self-Directed Activities:

• Create personal influence communication templates
• Apply influence principles to one upcoming cross-functional request
• Practice stakeholder objection anticipation

Deliverables:

• Escalation email templates with in-house GPT assessment
• Influence strategy for one real work situation
• Module 2 self-assessment and application plan

Engagement Strategy:

• “Influence Master” recognition for most effective escalation email
• Teams poll: “Most valuable insight from Module 2”

Module 2 Celebration:

• Virtual coffee chat with senior cross-functional leader
• Module 2 digital badge awarded to all participants

MODULE 3: DIGITAL & VIRTUAL COMMUNICATION

Weeks 7-9: Mastering modern communication tools and techniques

WEEK 7: VIRTUAL MEETING EXCELLENCE

Wednesday Session (90 min)

• 10:00-10:15 AM: Module 3 introduction and goals
• 10:15-10:30 AM: Virtual meeting challenges and opportunities
• 10:30-11:15 AM:Exercise #14: Virtual Meeting Engagement Tactics
  • Each participant leads 10-minute segment with specific engagement techniques
  • Teams breakout rooms for practice
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Virtual meeting success stories and challenges
• 9:15-9:30 AM: Peer feedback on meeting facilitation

Self-Directed Activities:

• Create personal virtual meeting template
• Lead one team meeting applying new techniques
• Observe senior leader meeting and note engagement techniques

Deliverables:

• Personal meeting facilitation recording
• Meeting engagement playbook
• Real-world meeting application reflection

Engagement Strategy:

• “Engagement Engineer” recognition for most creative techniques
• Anonymous sharing: “My virtual meeting pet peeves”

WEEK 8: DIGITAL CHANNEL OPTIMIZATION

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 7 application sharing
• 10:15-10:30 AM: Digital channel selection principles
• 10:30-11:15 AM:Exercise #26: The “Right Channel” Challenge
  • Decision-making for appropriate channel selection
  • Create decision tree for common banking communications
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Digital channel effectiveness discussion
• 9:15-9:30 AM: Channel decision tree peer review

Self-Directed Activities:

• Complete Exercise #27: Digital Communication Audit
• Test channel selection decision tree on real-world scenarios
• Experiment with one underutilized digital channel

Deliverables:

• Personal channel selection decision tree
• Digital communication audit results
• Channel optimization plan

Engagement Strategy:

• “Channel Champion” recognition for most effective decision tree
• Teams poll: “Most overused/underused channels in our bank”

WEEK 9: VISUAL DATA PRESENTATION

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 8 application sharing
• 10:15-10:30 AM: Visual communication principles for financial data
• 10:30-11:15 AM:Exercise #2: Data Visualization Challenge
  • Transform complex financial data into clear visual story
  • In-house GPT provides visualization suggestions
• 11:15-11:30 AM: Module 3 integration discussion

Friday Session (30 min)

• 9:00-9:15 AM: Data visualization challenges in banking
• 9:15-9:30 AM: Peer feedback on visualizations

Self-Directed Activities:

• Create visualization templates for common banking metrics
• Transform one text-heavy report into visual format
• Practice narrating data story from visualization

Deliverables:

• Before/after visualization transformation
• Data visualization principles guide
• Module 3 self-assessment and application plan

Engagement Strategy:

• “Visualization Virtuoso” recognition for most effective data transformation
• Teams poll: “Most valuable insight from Module 3”

Module 3 Celebration:

• Friday virtual visualization showcase
• Module 3 digital badge awarded to all participants

MODULE 4: ADAPTIVE COMMUNICATION

Weeks 10-12: Navigating complex scenarios and difficult conversations

WEEK 10: CRISIS AND TIME-SENSITIVE COMMUNICATION

Wednesday Session (90 min)

• 10:00-10:15 AM: Module 4 introduction and goals
• 10:15-10:30 AM: Crisis communication principles in banking
• 10:30-11:15 AM:Exercise #5: Presentation Recovery Simulation
  • Practice adapting communication during unexpected disruptions
  • Teams simulation of crisis scenarios
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Real-world crisis communication examples
• 9:15-9:30 AM: Peer feedback on recovery simulations

Self-Directed Activities:

• Create personal crisis communication templates
• Practice time-compression communication (same message in 5/3/1 minutes)
• Develop rapid response protocol for common disruptions

Deliverables:

• Crisis communication playbook
• Recorded time-compressed message versions
• Disruption recovery assessment

Engagement Strategy:

• “Composure Champion” recognition for most effective recovery
• Anonymous sharing: “My biggest communication crisis moment”

WEEK 11: NAVIGATING DIFFICULT CONVERSATIONS

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 10 application sharing
• 10:15-10:30 AM: Difficult conversation framework
• 10:30-11:15 AM:Exercise #10: Email Tone Calibration
  • Practice delivering challenging messages with appropriate tone
  • In-house GPT analyzes emotional intelligence in writing
• 11:15-11:30 AM: Weekly application challenge assignment

Friday Session (30 min)

• 9:00-9:15 AM: Difficult conversation challenges in banking
• 9:15-9:30 AM: Peer feedback on tone calibration

Self-Directed Activities:

• Create difficult conversation preparation template
• Practice reframing one challenging situation
• Role-play difficult conversation with peer

Deliverables:

• Tone-calibrated email examples for different scenarios
• Personal difficult conversation framework
• Reframing examples before/after

Engagement Strategy:

• “Empathy Expert” recognition for most effective tone calibration
• Teams poll: “Most challenging conversation types in our environment”

WEEK 12: COMMUNICATION STYLE FLEXIBILITY

Wednesday Session (90 min)

• 10:00-10:15 AM: Check-in and Week 11 application sharing
• 10:15-10:30 AM: Communication style adaptation principles
• 10:30-11:15 AM:Exercise #23: The Stakeholder Perspective Switch
  • Practice communicating from different stakeholder perspectives
  • Role-play across functions and levels
• 11:15-11:30 AM: Program integration and continuation planning

Friday Session (30 min) – Extended to 60 min

• 9:00-9:30 AM: Program reflection and key learnings
• 9:30-10:00 AM: Graduation celebration and next steps

Self-Directed Activities:

• Complete communication growth assessment
• Create personal communication development plan
• Identify potential mentor/mentee relationships

Deliverables:

• Complete personal communication portfolio
• 90-day communication development plan
• Program feedback and recommendations

Engagement Strategy:

• “Communication Excellence” recognition for overall program growth
• Teams poll: “Most transformative program element”

Program Graduation:

• Senior leadership attendance at final session
• Digital credential for program completion
• Post-program mentorship matching

ONGOING ENGAGEMENT ELEMENTS

Weekly Touchpoints

Monday Message (Teams post)

• Weekly focus introduction
• Pre-session preparation reminder
• Inspiring communication example

“Communication Win Wednesday” (Teams channel)

• Weekly thread for sharing real-world application success
• Recognition for practical implementation

Friday Reflection Prompt (Teams chat)

• Structured question for weekend contemplation
• Application planning for following week

Motivation Framework

Digital Recognition System

• Weekly skill badges displayed in Teams profile
• Progress visualization through digital dashboard
• Peer nomination system for specific skills

Real-World Application Incentives

• Points for documented application in workplace
• Bonus recognition for cross-functional impact
• “Application Star” weekly highlight

Celebration Rhythms

• Module completion celebrations (Weeks 3, 6, 9, 12)
• Mid-program check-in with senior sponsor (Week 6)
• Graduation ceremony with leadership (Week 12)

Continuous Feedback Loops

Individual Tracking

• Weekly self-assessment (5 minutes)
• Peer feedback collection (structured form)
• Facilitator observation notes

Program Refinement

• Weekly plus/delta exercise (what worked/what to change)
• Mid-program adjustment session (Week 6)
• Comprehensive program evaluation (Week 12)

ACCOUNTABILITY FRAMEWORK

Participant Commitments

Attendance Requirements:

• Attend minimum 10/12 core sessions (Wednesday)
• Participate in minimum 9/12 feedback sessions (Friday)
• Complete all self-directed activities

Application Requirements:

• Document application of at least one skill weekly
• Contribute to peer learning community
• Complete all deliverables

Graduation Criteria:

• Completed communication portfolio
• Positive peer evaluations
• Demonstrated skill application
• Final presentation to cohort

Facilitator Responsibilities

Session Preparation:

• Customize exercises to current banking context
• Prepare all simulation materials
• Configure Teams environment for activities

Participant Support:

• Weekly office hours (Tuesday, 2:00-3:00 PM)
• Individual feedback on key deliverables
• Progress tracking and intervention as needed

Program Management:

• Weekly facilitator reflection and adjustment
• Stakeholder updates (bi-weekly)
• Program documentation and refinement

TECHNOLOGY SETUP

Microsoft Teams Environment

Channel Structure:

• #general-announcements
• #weekly-sessions (with meeting recordings)
• #peer-feedback
• #resources-and-templates
• #wins-and-learnings
• #social-connection

File Organization:

• Session Materials folder (weekly)
• Personal Portfolio folders (individual)
• Templates Library
• Reference Resources
• Graduation Materials

In-house GPT Configuration

Specialized Prompts:

• Communication clarity assessment
• Tone analysis for different audiences
• Jargon identification and simplification
• Meeting effectiveness evaluation

Weekly Update:

• New prompt templates based on focus area
• Banking-specific examples refreshed
• Participant-generated prompts added

POST-PROGRAM SUSTAINABILITY

Graduate Pathways

Mentor Role:

• Support next cohort as peer coach
• Lead specific exercise facilitation
• Provide cross-functional perspective

Content Contributor:

• Develop banking-specific scenarios
• Create new exercise variations
• Document case studies from application

Communication Champion:

• Facilitate department-specific application
• Serve as communication resource
• Lead mini-workshops on key skills

Ongoing Practice Community

Monthly Practice Session:

• 60-minute skill refresher (last Friday, 9:00-10:00 AM)
• Rotating facilitation by graduates
• New challenge introduction

Digital Resource Hub:

• Continuously updated templates
• New exercise additions
• Success story repository

Measurement Framework:

• Quarterly communication effectiveness survey
• Application tracking dashboard
• Business impact documentation

This detailed schedule provides structure while allowing for adaptation based on the specific needs of the banking team. All times, activities, and focuses can be adjusted to address emerging priorities or challenges.