Financial Planning Industry – Changing Habits and Managing Priorities
A Financial Planning Company
in Hong Kong – Half-Day workshop
Our client, an international financial
planning organisation in Hong Kong
needed a programme that would enable
their leadership team to:
- Make the best use of
their time and resources - Learn effective tips
on task prioritisations - Learn how to allocate their time
where it is the most-needed
and most wisely spent
Our solution
We designed and delivered a half-day programme including:
- A workshop to enable a 13 person team to learn how to change their habits,
manage their time and prioritise more effectively - Group activities utilising skills of change management,
self-control and time management - Tools and Matrix to use in order to be truly effective at prioritisation
- Individual self-assessment and in-depth group discussions on pre-identified issues
and facilitated sessions on quick-win solutions
Learning and Development Results
Team reported a significant increase in:
- Establishing key business objectives
- Indentifying urgent and important tasks
- Understanding how to set goals and prioritise effectively
Testimonials
- “It forces me to think about better ways of managing time,
the presentation has been excellent!” - “Definitely a worthwhile experience, lots of things to think about in order to improve
my organisation step by step” - “Time really well spent reminding me what I should do!”