Roger Mortimer Email & Phone Number

Sydney, New South Wales, Australia

Championed comprehensive end-to-end change management for a groundbreaking project aimed at revolutionising organizational workflows. The initiative, which harnessed the capabilities of various applications within the M365 suite, including the innovative integration of Teams in Teams and SharePoint Online, successfully delivered enhanced and optimised ways of working across the entire organisation.

St. Leonards, New South Wales, Australia

Collaborating seamlessly across a spectrum of projects, I spearheaded the delivery of transformative enhancements to our digital capabilities. Operating on both the front and back end systems, these initiatives not only realigned with our strategic business objectives but also fortified our business resilience, ensuring a robust and future-ready operational framework.

Sydney, New South Wales, Australia

At the helm of Westpac’s dynamic response to the COVID-19 crisis, I played a pivotal role in providing ongoing change management and communications support for the implementation of customer relief packages. My responsibilities spanned across all business units and brands, ensuring a cohesive and impactful strategy in those challenging times.Additionally, I lead the charge in the implementation of Comprehensive Credit Reporting (CCR), overseeing critical aspects such as the resumption of Repayment History Information (RHI) reporting for customers emerging from hardship arrangements and orchestrating the seamless finalisation and handover of changes to supply default reporting data to the Credit Reporting Bodies. These initiatives not only demonstrate my strategic acumen but also underscore my commitment to driving positive outcomes in dynamic and critical scenarios.

Sydney, New South Wales, Australia

My impactful role spanned across two critical domains, each demanding a unique set of skills and strategic ability:1. Comprehensive Credit Reporting (CCR)In steering the Comprehensive Credit Reporting (CCR) initiatives, I’ve overseen two key streams of work that are instrumental in shaping the lending landscape:A. Mortgage Reporting Excellence: Led the successful delivery of Comprehensive Credit Reporting for mortgages, enhancing the transparency and accuracy of secured lending processes.B. Robust Default Reporting: Spearheaded the supply of default reporting data across all credit portfolios, ensuring a comprehensive and reliable credit assessment mechanism.C. Rehabilitation of Repayment History: Pioneered the recommencement of Repayment History Information (RHI) for customers emerging from hardship arrangements, contributing to a fair and adaptive credit reporting system.2. COVID-19 Relief (April 2020 Onward)In the tumultuous times of the COVID-19 pandemic, I assumed a pivotal role in orchestrating end-to-end change management for retail banking stakeholders across all brands under the Westpac umbrella. My responsibilities encompassed navigating through unprecedented challenges, ensuring a cohesive strategy that supported both the bank and its customers during those times of uncertainty.

Sydney, New South Wales, Australia

Embarked on a pivotal journey as a Change Manager in a significant compliance initiative, steering Westpac Group through the intricate landscape of the European Union General Data Protection Regulation (GDPR) implementation.In my multifaceted role, I took charge of orchestrating change across three critical streams of work, each a cornerstone in ensuring GDPR compliance and safeguarding data integrity:1. Accountability Mastery: Led the charge in crafting and executing the Data Protection Impact Assessment, establishing robust Records of Processing to fortify the Group’s accountability framework.2. Championing Individual Rights: Spearheaded initiatives related to Individual Rights, ensuring that every stakeholder’s data rights were not only acknowledged but embedded in the operational fabric.3. Adept Data Breach Management: Navigated the complex terrain of Data Breach Management, implementing strategies that fortified the organisation against potential breaches and ensuring swift, effective responses when needed.This journey demanded rapid comprehension of diverse business requirements and the finesse to deliver tangible outcomes within stringent timelines. Collaborating seamlessly with stakeholders across the Group, I not only met but exceeded expectations, contributing significantly to Westpac’s adherence to GDPR standards.

North Sydney, New South Wales, Australia

Championed a transformative initiative as the change lead in the end-to-end change management for the extensive deployment of the Office 365 suite for teams across the Asia Pacific Region, fostering collaboration across geographical and cultural boundaries.In this pivotal role, I lead the organisational change journey by securing pivotal senior executive support that became the driving force behind the seamless implementation. By curating and conducting targeted workshops, I ensured that the workforce, irrespective of geographical location or cultural nuances, was not just ready for change but became enthusiastic adopters of the innovative suite.Every stage of the change journey was meticulously navigated. I led impactful impact assessments, offering a granular understanding of the repercussions and allowing for preemptive strategies. Communication plans crafted under my guidance helped support the transition process and gave people the opportunity to have their voice heard and concerns effectively addressed.Recognising the importance of knowledge transfer, I spearheaded comprehensive training programs, leveraging varied mediums, including virtual sessions, to empower teams with the necessary skills. The success of this multifaceted approach is not just in the numbers — the widespread adoption of Office 365 — but in the transformed ways of working and strengthened collaboration across teams.This project showcased my ability to manage change effectively and sculpt it into a catalyst for growth, innovation, and success across diverse locations.

Sydney, Australia

Played an important role in the change practice in steering the Responsible Lending changes for Westpac and St.George call centre staff, which was crucial for the organisation’s evolution and aligned with the heightened focus on transparency and customer-centric lending practices, especially against the backdrop of a targeted review by APRA into the bank’s lending practices.The high profile of this project within the organisation demanded a nuanced approach. I navigated through the intricacies cognisant of the need to not just implement changes but to do so with a keen awareness of the broader climate encouraging a paradigm shift in lending practices.This endeavor wasn’t just about adapting to the regulatory landscape; it was about leading a cultural shift within the organisation. In my role I was responsible for workshops, communications, and targeted training sessions ensuring that every stakeholder, from frontline staff to leadership, not only understood the changes but embraced them with a shared commitment to responsible and customer-centric lending practices.The success of this venture wasn’t just in meeting the APRA review’s demands; it was in reshaping the narrative of lending practices within the organisation, fostering a culture where transparency and customer focus became ingrained principles.

North Sydney

Led a transformative IT project that replaced a legacy policy system for the organisation’s marine business. The initiative not only involved the seamless transition from outdated infrastructure but also marked the strategic implementation of a cutting-edge cloud-based policy documentation generation application.As the sole change manager, I not only ensured the technical aspects were seamlessly executed but also spearheaded the cultural shift needed to embrace the new technologies and uplift the organisation’s understanding of change management. Senior executive support, workshops, impact assessments, communications, and training were all part of the holistic approach to change management.The complexity of this project wasn’t just technical; it extended to managing highly change-resistant stakeholders. Through an inclusive and collaborative approach, I navigated through resistance, fostering a shift in work culture and digital ways of working positioning it for sustained success in a rapidly evolving market.

11 Harbour St Sydney 2000

I led transformative enterprise-wide initiatives, navigating end-to-end change processes for intricate business process and IT projects. My role extended beyond conventional project management, delving into the complexities of the IT landscape and business processes to determine the extent of transformation needed.In every initiative, I successfully applied Prosci change management across analysis, planning and delivery aligning with the goals and objectives of these changes which addressed not only training and communications but also resistance, strategic releases, and risk mitigation.

North Shore Sydney

Managed teams in various commercial and suburban locations. Responsible for meeting branch sales and service targets, performance management and building local community and business partnerships.

North Shore Sydney

Responsible for meeting sales and service targets and facilitating the operational effectiveness of the branch including running sales meetings, coaching and development of staff, managing risk and compliance and coordinating high value customer events.

Parramatta

Specialised in employee relations. Subjects taught include: Managing Diversity, Recruitment and Selection, Performance Management, Industrial Relations and Introductory Workplace Relations.

Haymarket

Taught International Human Resource Management.

Bachelor Of Social Science And Policy, Labor And Industrial Relations, Research Methodology, Statistics

Activities and Societies: Hockey clubIndustrial Relations, Political Science, Social Science and Policy

Bachelor Of Business And Commerce (Honours), Change Management, Workplace Relations, Human Resource Management

Honours thesis on change management in small to large organisations using Telstra as a case study.

Bachelor Of Business And Commerce, Human Resource Management, Workplace Relations

Completed studies on Human Resource Management and workplace relations.