Welcome back to Organise Your Clients in a Day.

ON THE DAY:

  • Bring the list of questions that were prompted from yesterday!

  • Get your food & refreshments ready.

  • Close down all applications that use the internet.

  • Turn your phone on to flight mode so you will not be disturbed. You will have time to check your messages during the breaks.

  • Make sure the out of office emails are running.

You can log in to Training from 8:45am on Friday 18th February, ready for 9:00am start.

Below is an outline for today.

09:00         Module 1 Creating the assessment

  • First things first

  • Why do an assessment?

  • Creating the document

10:30                                                   MORNING TEA  

10:45 Module 2 Conducting the assessment

  • Listen & Learn

  • Recording information

  • Outline of service

11:30                                                   WINDOW BREAK  

11:35         Module 3 Plan of attack

  • All in order

  • Report back

12:30                                                      LUNCH         

13:15          Module 4 Making the start

  • Implementation

  • Your methodology   

14:00         Module 5 Staying on track

  • Trust me, I’m a Professional

  • Who are you to help?

  • Protecting your Clients

14:45                                                      AFTERNOON TEA       

15:00         Module 6 Follow up & moving forward

  • Where to from here?

  • Case closed 

15:50                                                      PRESENTATION

16:00                                                      CLOSE               

ARE YOU READY? Here we go!

Click here to get into the meeting. You will need to enter this passcode 926400. See you shortly!