Managing Change

Managing Change: Pace/Change

Story: Relay Race (Starter/Finisher)

Say: The picture below represents three stage of a race.

Ask: What type of race do you think this is?

Say: So if a relay race has three stages - the start, the pass of the baton and the finish - which one is most important?

There are some people who like to plan before they start and others that want to make a plan along the way. In other words, let’s just get started - no let’s make a plan first.

PLAN:

Dynamic: Quick to Change, wants to plan as they go

Predictable: Slow to Change, wants a predictable plan

Now let’s take a look at where each of you fall on this continuum.

Ask: How well do you think our assessment pegged you in this continuum?

Ask: Tell me a little about how you guys tend to deal with planning and pace based on what we see on this continuum below?

Say: (your space bar will bring the right "Objective" up for you to read based on the scores.)

The objective …  

if Opposites:

is to help you effect change when necessary allowing you to develop a financial plan where what you both want to happen, can happen.

if Dynamic:

is to encourage you to slow the process down enough for you to discuss the changes necessary in your current financial plan to improve your desired outcome.

if Predictable:

is to provide you with a detailed plan identifying the changes necessary in your current financial plan, when executed, that will improve the predictability of your desired outcome.  

No math presented on this screen.