GLOBAL ROLE PROFILE TEMPLATE

Business: HSBC Technology and Services + Region Role Profile Date:

Role Title Associate Project Manager / Officer GHRS Job Code:

New or Existing Role? o New × Existing

Role Holder’s Name ( for more than one, note “multiple”) Current Global
Career Band:
Immediate Supervisor’s Name & Role Title (plus Functional reporting lines, if any)

Senior Programme Manager, Programme Manager, Senior Project Manager

Customer Segment & Location: HSBC Technology and Services (HTS)

(Country/Department) Change Delivery Located in xxxx
Role Purpose (overall high level summary of the role)

Global Change Delivery Associate Project Managers/ Officers assist the Programme Manager / Project Manager
to organise and lead projects from project definition to closure. They will typically support the delivery of single
small change projects and can be responsible for leading a workstream. They are responsible for following the
GCD Business Transformation Framework (BTF), using standard project management tools such as Clarity and
working closely with the GCD Management Services.

Principal Accountabilities:
Key activities and decision making areas Typical Targets and Measures
Value Creation
· Target
· Demonstrates good knowledge of GCD Project Management · Deliver projects and achieve stated
Framework, supporting the creation of detailed plans including revenue and costs benefits
key activities and milestones
· Measure
· Supports the Project Manager in defining required scope,
quality, cost and effort · % of target delivered against plan
· PMO and practice liaison
· Understands the impact of change requests to scope, time, · Target
budget or effort and helps identifies the new requirements to · Deliver projects on time and within
deliver the project successfully budget
· Measures progress against the plan and, with the Project · Measure
Manager, takes action to ensure results are achieved, and
· % of projects completed within baseline
exceeded where possible; focuses on quality and review
schedule
requirements and builds on feedback
· % of projects completed within baseline
· Helps the Project Manager manage against the plan, looking
budget
ahead and removing roadblocks to delivery. Ask questions
when they do not understand, takes ownership of problems and
escalates when needed (remaining calm, knowing when to · Target
escalate, escalates with possible solutions)
· Delight our partners through delivery of
· Proactively and effectively manages own time and workload, exceptional service
advocates to team the importance of project pace to achieve
successful delivery · Measure

· Keeps focus on the medium and long term goals and the · Improvement in Business Partner Score
Group’s values particularly when under short term pressure

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Operational Performance

· Assists with the production of a well-defined project plan,

identifying the key milestones and support the project · Target
manager in the assigning of role/task responsibilities · Manage Global Change Delivery costs
· Assists the Project Manager with project mobilisation including to target
activities such as onboarding resources and setting up the · Measure
Clarity plan · Forecast spend v Rolling Operating
· Work with Project Manager to provide project governance and Plan:
compliance, identifying and raising issues when necessary, Approved budget v latest baseline
controlling project tollgates, managing project budgets and
helping maintain change control Forecast budget v latest baseline

· Helps ensure that the project team follows all quality Budget variance v latest baseline
assurance processes, Global Change Delivery Frameworks
and use standard tools such as Clarity · Target
· Tracks, reviews and controls project progress and · Effectively manage project schedule
performance at clearly defined points in the process to help
· Measure
ensure that the project is delivered on time, within budget;
anticipating potential risks and issues, putting mitigating · Schedule variance:
actions into place to prevent delivery stalling and escalating as Days at completion v latest baseline
appropriate
· Demonstrates understanding of analytical tools and
· Target
techniques to prepare and analyse management reports;
identifying factors that are putting the programme off track, · Effectively manage operational risks
monitor and share progress with stakeholders and internal controls
· Support the Project Manager with closure activities, including · Measure
post project review and handover · Number of outstanding risks not
· Associate Project Manager/ Officer is organised, plans their mitigated to plan
work and delivers on time / keep commitments Findings management
· Associate Project Manager/ Officer produces deliverables that Controls effectiveness
are of a high quality (well structured, insightful, no errors) and
with sufficient review time and appropriate response to
feedback

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Capability and People Development

· Acts as a good team member and shows a positive

collaborative attitude, promoting HSBC’s values and · Target
behaviours (e.g. taking time to help others, respects others · Engage our workforce to maximise
ideas, wants to move forward) contribution and commitment
· Shows high standards of professionalism, for instance in the · Measure
quality of written and personal communication, especially in
front of the business and delivery partners · Quarterly pulse survey

· Shows flexibility and willingness to apply themselves to · Target

different tasks; does not need need constant supervision · Uplift Global Change Delivery capability
· Helps the Project Manager to create to a positive work through skills and experience
environment for the project team development
· Measure
· Supports good project induction and orientation – i.e. assist
new team members to understand the project context and · Meets minimum role standards by
content, the importance of stakeholder management and competency
wider project goals
· Maintains personal and professional development, increasing
professional knowledge and skills experience
· Demonstrates self -awareness of own strengths and
weaknesses, seeking feedback and taking responsibility for
their own development

Major Challenges (The challenges inherent in the role that require a continual test of the role holder’s abilities)
· Management and control of projects to meet exacting timescales necessary in a competitive market place
· Achieving benefits (cost reduction, revenue increase, strategic goals) set out in the business case
· Management of stakeholders
· Working with multiple delivery and business partner teams

Role Context (The environment and operating conditions of the role including the extent of guidance and
authority)

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The vision statement for Change Delivery is “To be the businesses’ primary change partner, support the
implementation of the Group Strategy and make change a source of sustainable competitive advantage for
HSBC”
Support Project and Programme Managers to manage change through projects delivery. The projects will
typically have a clearly defined output, fixed start and end date with a well-defined development/delivery path.
Projects may be stand alone or part of a Programme.
The jobholder will be expected to exercise independent initiative in proactively overcoming obstacles to success,
dealing with uncertainty and changing circumstances, such as interdependencies, opportunities or risks. He /
She will be expected to adopt an agile and flexible approach to work and an outstanding level of professionalism
and conduct.
The role holder will operate within the usual authority limits for an Associate Project Manager/ Officer

Management of Risk (Operational Risk / FIM requirements)

The jobholder will also continually reassess the operational risks associated with the role and inherent in the
business, taking account of changing economic or market conditions, legal and regulatory requirements,
operating procedures and practices, management restructurings, and the impact of new processes.
The jobholder should then address any areas of concern in conjunction with line management and/or the
appropriate department.

Observation of Internal Controls (Compliance Policy / FIM requirements)

The jobholder will adopt the Group Compliance Policy by escalating any identified compliance risk in liaison with,
Global Compliance Officer, Area Compliance Officer or Local Compliance Officer. The term ‘compliance’
embraces all relevant financial services laws, rules and codes with which the business has to comply.
· Senior Project Managers adhere to the Groups standard tools and methodologies :
· Global Change Delivery Project Management Framework
· Group Standard Business Case
· GCD Tools like Clarity & Open Workbench

Role Dimensions (e.g. balance sheet size, lending/expenditure limits, size/volume of transactions, budget)

The jobholder will be required to support the management of large projects (or programmes) and/or manage one
or more project workstreams (sub-projects) with some level of complexity and scope.

Headcount reporting to this role Direct: - Indirect: - Total:

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Knowledge & Experience / Qualifications (For the role – not the role holder. Minimum requirements of the role.)

Knowledge

· Understanding of the project lifecycle

· Understanding of Global Change Delivery Business Transformation Frameworks, methodologies and best
practice techniques
· Understanding of the purpose, value, culture and fundamentals of Global Change Delivery
· Understanding of banking / HSBC and understanding of how change drives benefits for HSBC, its customers
and other stakeholders

Experience

· Project management skills and experience, including examples of the delivery of on time and on budget – a
driver with bias towards delivery at pace and controlling project outcomes
· Experience of working in a banking environment and change projects
· Evidence of strong communication and influencing skills
· Good verbal and written communication skills and some experience in face to face presentation

Capabilities

· Planning and Plan Management

· Risk and Issues Management
· Decision Making
· Leading self and Others
· Change and Implementation Management
· Financial and Budget Management
· Tracking, Reporting and Governance
· Stakeholder Management
· Resource and Team Management
· Delivery at Pace
· Achieving excellence
· Collaboration
· Embracing Change

Qualifications and Accreditations

· Evidence of self-development e.g. working through appropriate curriculum
· Certified Associate in Project Management (CAPM)
· PMP training or certification - Optional
· Prince2 - Optional

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Organisational Chart (Complete or insert organisational chart for the role here)

Note: Organisation structure changes in progress - organisation chart subject to change and / or local variation.

Approvals (provide name & date approval received):

LOCAL: REGIONAL: GROUP:

(All Bands) (Bands 3+) (Bands 1+)
Immediate Line Manager: Regional Business Head: Group Business Head:

Business / Department Head: Regional HR / Reward Group Performance & Reward

HR Business Partner:

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