Strategic Human Capital Management for Financial Institutions: Executive Tool Kit

Monday, 27 May 2013 11:59

9781907720642-cover FRsmallThe role of the executive – the CEO, the MD or any member of the executive team including the Chief Operating Officer, the Chief Financial Officer, the Chief Credit Officer and others – is to provide both strategic and operational leadership. Executives guide the institution and work with external stakeholders to make sure that the business thrives, achieves its social goals, satisfies its clients, meets its financial targets, complies with regulations, and sustains its staff and operations.

While executives cannot expect to be involved with every detail of running the financial institution once it has survived the initial entrepreneurial start-up stage, they must make sure that all those details are managed by people who are competent to do so. This is because ultimately it is the executive team that carries the responsibility for the organization.


Executives need to know what questions to ask, what general directions to set, what reports and monitoring data to expect, and how to hold others accountable for achieving results. This Tool Kit highlights the human capital factors factors that have been found to contribute most significantly to business performance. The kit provides a set of tools to put best practices, directions, essential questions, and relevant information at the executive’s fingertips.


Strategic Human Capital Management for Financial Institutions: Executive Tool Kit

Published July 2013

ISBN: 978-1907720-642

102 pages


$35 for members of SBBN


$45 for non members.


10% discount available when buying two or more titles in this series.


To place an order, or request more information, please contact  This e-mail address is being protected from spambots. You need JavaScript enabled to view it


Institutional Sources for the Tool Kit
01 Executive Tool Kit
02 Score Card: Business Life Cycle
03 Rapid Assessment: HCM System
04 Checklist: HCM System
05 Guide: HCM System Critical Metrics
06 Checklist: Integrating HCM into Strategy
07 Guide: Strategy Integration Process
08 Checklist: Business Performance Linked to HCM Drivers
09 Guide: HCM Factors and Business Performance Problems
10 Guide: Addressing Gaps in the HCM System
11 Detailed Checklist: Contents of the HR Department Strategy
12 Guide: Building the HCM System – Priorities, Leverage, and Impact
13 Institutional Checklist: Foundations for Strategic Integration of HCM
14 Mini-guide: Critical Leadership Competencies for Strategic HCM
15 Checklist: Executive Role in Strategic HCM


About SBBN

Small Business Banking Network (SBBN), a CapitalPlus Exchange initiative, is a global industry-building initiative and community platform that exists to expand the capacity, competency and willingness of financial institutions to serve small and growing businesses – the engine of income and job creation in developing economies.


About the Author

Prinny Anderson is a globally recognized human capital educator, coach, author and consultant and a principal of Design for Learning & Change in Durham, North Carolina, USA. Prinny is the lead human capital professional for SBBN. Her projects through SBBN and others in the industry range from in-depth human capital advisory engagements to workshops for HR teams, management training, and intensive preparation of younger professionals to provide strategic human capital management support to financial institutions.