Module 4: Effectiveness. How to think, plan and act

Module 4: Effectiveness. How to think, plan and act

Module 4 moves from focusing on saving time through efficiency to being strategic by thinking, planning and taking massive action.

After completing this module, you will have developed a 90 day plan, and have learned how to use a weekly planning tool to help you to be more effective.

Learning outcomes include:

  • Understand how you are spending your time each week;
  • Gaining clarity of strategy and high impact activities;
  • How to prioritise effectively;
  • Execute a thinking framework for quarterly planning;
  • Learn how to use our weekly planning tool to prioritise the right activities and gain clarity about what participants can achieve each week;
  • How to say “no”;
  • Applying the Pareto principle; and
  • Acting daily. How to ensure daily action aligns with company strategy.

      This module is available via individual webinar or as part of our coaching programs.  We have a general module for professionals, and a financial planning professionals module for authorised representatives.

      We will confirm the appropriate module with you at the time of booking.  

      This activity has been accredited for continuing professional development by the Financial Planning Association of Australia but does not constitute FPA’s endorsement of the activity.   Accreditation number 008456 for 6 hours:

      • Attributes and Performance (0.5 points)
      • Reflective Practice (0.5 points) 

       Contact Cholena Orr if you have any questions.