Baseline
Julius Baer is the leading Swiss wealth management group and a premium brand in this global sector, with a focus on servicing and advising sophisticated private clients. To improve client satisfaction the bank wants to become more agile when collaborating internally and externally.
In 2021 Julius Baer decided to implement a staggered agile transformation of selected parts of the organization with pilot projects. Learnings from these pilots shall be used to potentially scale up the agile transformation across the bank.
Task
To successfully do so, a transparent communication about the goals and changes based on the agile transformation was key. However, the messaging, the link to the recently launched “purpose” campaign and the roadmap for the ongoing project communication were not yet defined.
Farner was tasked with strategic and operational support in the areas of change communication and project management to make sure that all employees get the information they need.
Solution
In a structured process and by involving all relevant stakeholders, we succeeded in translating the goals, measures and effects of the agile transformation into a story that provides orientation for all employees no matter if they were directly or indirectly affected by the change.
The key messages of the change story then were incorporated in all important communication measures.
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