Case Study

Industry: Retail & Commercial Banking
Client: Major Retail/Commercial Bank
Programme: Enterprise Project Management Development Programme (EPMDP)
Participants: 320 executive sponsors, middle managers, and project practitioners
Duration: 18 months across three tiers
Evaluation Framework: Kirkpatrick’s Four-Level Model of Training Evaluation

Background

A major retail and commercial bank found that fewer than 40% of its strategic initiatives were being delivered on time and within budget. A diagnostic of 320 staff involved in project delivery revealed the root cause: not a flawed strategy, but a failure to execute it. There was no common PM language across divisions, governance frameworks were inconsistently applied, benefits were rarely tracked after project close, and a culture of activity over outcomes had taken hold.

The bank commissioned the Enterprise Project Management Development Programme (EPMDP), a tiered, competency-based intervention delivered to senior leaders, middle managers, and project practitioners over 18 months.

Level 1 — Reaction

Post-programme satisfaction averaged 4.5 out of 5 across all three tiers. 94% of participants said they would recommend the programme to a colleague, and the overall Net Promoter Score reached +65. Participants valued the use of live internal projects as learning vehicles: “This wasn’t generic PM training, it was directly relevant to the work I’m doing right now.”

Level 2 — Learning

Pre- and post-assessments showed an average knowledge gain of 35 percentage points across eight competency domains. The largest improvements were in benefits realisation (+46 pts) and governance and reporting (+43 pts) both identified as critical gaps in the diagnostic. By programme end, 87% of Tier 2 participants could produce a project definition document meeting the programme’s quality standard, compared to fewer than 25% at the outset.

Level 3 — Behaviour

At the 120-day mark, structured manager observations confirmed sustained behaviour change across the programme cohort:

  • 84% were consistently producing formal project definitions before initiating work
  • 79% were conducting and documenting stakeholder analyses
  • 88% were providing structured, outcome-focused project status reports
  • 76% were maintaining active, regularly updated risk registers

PMO documentation audits found that average artefact quality ratings had more than doubled — rising from 2.1 to 4.0 out of 5 for project charters, and from 1.2 to 3.3 for benefits realisation plans. The lowest adoption rates were for lessons learned reviews and explicit strategic linkage, both of which require cultural reinforcement beyond individual skill development.

Level 4 — Results

Over the 18 months following programme completion, the bank’s strategic portfolio showed measurable improvement:

MetricPre-ProgrammePost-Programme
Projects delivered on time42%67%
Projects delivered within budget61%79%
Projects cancelled mid-delivery25%11%
Post-project benefits realised within 6 months29%54%

Conclusion

The EPMDP demonstrates what is possible when project management development is designed with strategic intent, tiered by role, and evaluated with rigour. By applying Kirkpatrick’s model from day one, the bank was able to link capability investment directly to a measurable shift in its ability to execute strategy moving from fewer than 40% of initiatives delivered successfully to a consistently higher-performing portfolio.

All client identifying information has been removed in accordance with a non-disclosure agreement.

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