Anyway let's just consider what 'success' looks like. Basically the current targets are linked to share prices because that will provide an exit for the government, something that both government and banks are keen to see. BUT that doesn't mean long term improvement in cost to income ratios (profitability), it simply mean shares went up. But isn't that the same thing? No, certainly not.
With some simple accounting gymnastics you can for example make 2011 look a little worse than it is in order to make 2012 or 13 look a bit better than it is. Markets react strongly to both examples. Hopefully just enough to get over that threshold, so that you can collect your bonus and get rid of UKFI (the government).
I don't trade, I don't gamble, I don't even lotto, my brain cant handle the stress, but if I did, I would be keeping my eye on the above.
The thing to look out for is excessive loss provisioning (putting money aside for a loss that hasn't incurred and according to my theory wont incur) in 2011. Those banks might have a surprise for you in the next annual report.
So just leave Stephen to shovel his shit, reward him for that.