A newly appointed director of wealth management in a bank was handed an unmanageable portfolio of work. He attempted to gain agreement from the management team on which projects to drop and confirm which were most important. This proved to be impossible because of conflicting agendas and very differing views as to what was ‘important’. CITI worked with the management team to clarify and gain agreement on the prioritisation criteria whist ensuring all involved had a common understanding about what was being done and why. This allowed for a significant ‘cleansing’ of the portfolio and acceptance of where scarce resource needed to be deployed.