Implementation Strategy

Implementation Strategy: Purpose/Procedure

Story: Stop Sign (Yellow/Red)

Ask: When you see the two stop signs below what comes to mind?

Say: There are some people who see the stop sign as red and others who see it as a yield.

Ask: What are some of the things that might happen if you treat a stop sign like a yield sign?

There are some people who tend to see rules as protection therefore they follow the established rules as if they are the law. While other people see rules as a broad set of markers that can be constraining when applied too rigidly.

RULES

Pioneering: Tends to question the rules

Structured: Tends to follow the rules

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 tend to deal with rules 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 articulate the purpose of your current plan and identify the procedures and rules necessary to implement the financial plan.

if Pioneering:

is to provide answers to your questions, solidify your purpose, and apply the rules necessary to foster the successful implementation of your financial plan.  

if Structured:

is to provide answers to your questions, solidify your desired purpose, and help you apply the rules that foster the successful implementation of your financial plan.

No math presented on this screen.