Objective-Driven Focus

Heading into 2019, Roslagens Sparbank had a solid business plan with clear long-term objectives. But they lacked short-term focus, leadership prioritization, and concrete targets to drive behavioral change. Here’s how they turned that around.

Our employees have done an amazing job, and we look forward to continuing the development of our objective-driven approach.

Charlotte Lindberg, CEO
Roslagens Sparbank

The Challenge

Trying to Do It All at Once

Roslagens Sparbank, based in Norrtälje municipality, operates four branches and provides financial services and advice to individuals and businesses. As a savings bank, it reinvests profits into the local community rather than distributing them to private shareholders.

In 2019, the bank had a strong business plan and four strategic pillars supporting long-term objectives. However, there was no clear short-term prioritization — and no concrete objectives that guided employee behavior. Without a shared priority, the organization found itself trying to do everything at once, without a unified direction to act on.

To bring clarity to their strategic direction, the bank connected its strategies to financial performance and core business drivers. By analyzing customer data and benchmarking against other savings banks, the leadership team identified one focus area with the greatest potential impact: increasing the number of customer advisory meetings.

Other critical areas were monitored throughout the year to maintain overall stability, but the main focus was crystal clear.

Each branch received its share of the overall objective to help employees see how they could contribute. Regular follow-ups were introduced to track progress, share best practices, and update action plans where needed.

The Solution

Clarity, Focus, and Follow-Up

The Results

More Meetings, Aligned Action

The target was to increase advisory meetings from 4,000 to 8,242 — a 106% increase. By year’s end, Roslagens Sparbank had conducted 9,552 meetings, marking a 130% increase. A remarkable result.

Performance management helped the bank sharpen its focus, prioritize effectively, and turn strategy into everyday action. Today, there’s a clear line from vision and long-term objectives to what employees do day to day.

Webinar: Roslagens Sparbank

In this webinar, Charlotte Lindberg, CEO of Roslagens Sparbank, shares how they built a performance management approach that truly works — including what made the biggest difference and what lessons she’d pass on.