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McKinsey Hard Implementation Training Program Design Organizational Change

Online training

#Asset management #Financial Services #Asset Management #Education Technology
ProHub Comment

This is a comprehensive implementation case requiring candidates to design an end-to-end online training program. The case tests structured thinking, stakeholder analysis, and the ability to synthesize both qualitative framework development (Q1) and quantitative analysis (Q2-Q4). A strong response requires balancing pedagogical considerations with business metrics and recognizing that low pilot completion rates signal deeper issues beyond content quality.

Estimated Time 15 minutes
Difficulty Hard
Source PeterK
50 / 100
Our client is Shey Investment, SI, a British-American global asset management group. They offer a range of financial products to individuals, intermediary advisors and institutional investors. SI manages $290B in assets. Over the last several years SI expanded its offerings of mutual funds that its financial consultants should know well to advise them to SI’s clients. The CEO has hired your team to build an online training program aimed at educating all 300 financial consultants on mutual funds and sales techniques to effectively close client deals related to these mutual funds. What do you need to know to design and implement this online training program?

Clarifying Information

  1. SI offers 50+ different mutual funds. A mutual fund is an investment fund that pools money from many investors to purchase securities; different types of mutual funds invest in different types of securities (e.g. equities, bonds)
  2. SI enjoys $2.2B in revenue, mostly from management fees (2022)
  3. SI employs 3,000 full-time employees globally
  4. SI uses an internally designed basic online courses that financial consultants take to learn about SI’s mutual funds, contracts, legal aspects, etc.
  5. Currently SI hires vendors that conduct a series of workshops for financial consultants to improve their sales skills to sell more mutual funds