Case Studies
Managing strategic change
This was a very exciting project. MaPS contacted us in April 2020 to help them deliver their financial wellbeing strategy. This was a very complex and challenging programme. It involved working with over 140 organisations and individuals to develop a range of recommendations which would raise the level of financial wellbeing in the UK. The end result was the publication of four national delivery plans which set out a road map for the next 10 years in terms of savings, debt, credit, education and retirement.
Delivery Matters set up and managed the whole programme. We established the work streams, governance structure, reporting, control logs and established external and internal engagement.
The programme also included the development of several insights and data propositions, most importantly, how the level of financial wellbeing would be measured in future years so improvements made via the plans could be monitored and judged.
Jonathan Hollow, business owner and chief strategist at MaPS had this to say about our work “I would recommend Richard at Delivery Matters for the most complex and demanding projects and programmes - he is a programme manager who instils complete confidence. He takes a highly rounded, strategic view, focusing relentlessly on quality and outcomes, not inputs. He is thoughtful and skilled at the people and communications aspects of programme management - a gap I have often noticed in others. He also has the best visual communications skills I have seen from anyone in the programme management space. When you see one of Richard's visual timelines for a programme, highlighting milestones and dependencies, and you contrast it with mind-numbing rows on a Microsoft Project output, you will wonder how you ever managed without him!”
Client and change
Money & Pension Service (MaPS)
Strategic change/thought leadership
European merger
In 2017 we connected with Invesco, initially to help with managing their GDPR programme but subsequently to help them manage the merger between two of their legal entities in Europe. The project was to merge their office in Paris (and the 6 European branches) with their office in Luxembourg.
This was a multi faceted programme which needed to consider the registrations and qualification of the French legal entity in Luxembourg, product/licence re-registrations, TUPE of staff, documentation and digital updates, and finance & tax implications.
We worked closely with the teams in both Paris and Luxembourg and the corresponding regulatory authorities to approve the merger. This was a very sensitive project and we worked extensively with HR to ensure people’s roles, terms and conditions were treated fairly.
Due to the huge complexity of this project, it was important that we used a planning technique which enabled us to effectively communicate all the moving parts at an appropriate level. We developed our trade mark ‘plan on a page' or POAP to do this. An example and template of this can be found in our templates section.
Client and change
Invesco
European merger
Target Operating Model/Programmatic Marketing
I spent 2 years at Lloyds helping them develop their digital inclusion strategy including the launch of the SME digital maturity index. In 2014 I stayed with Lloyds for an additional year to help them set up and manage a marketing transformation programme.
Lloyds had been a very traditional marketer, i.e. broadsheet and large above the line marketing campaigns. However, in 2014, they decided they wanted to make better use of data to improve the effectiveness of their marketing. This meant joining up the right content with the right people, at the right time, through the right medium.
This was a bottom up change to the operating model of Marketing. It including changing the systems, processes, agency model and personnel within Marketing i.e. a move to data scientists.
I was able to structure the programme including the various work streams, create the plan and governance model.
Client and change
Lloyds Banking Group
Target Operating Model
