MASTER Risk Model - Learning Resources - Abilities

Which area or field do you primarily work in?

Strategic Planning

Write a one-sentence version of your life strategy, does it highlight purpose, impact, and direction?

List your three top priorities, do they support long-term purpose or just short-term comfort?

Review last year’s priorities, highlight what still matters and what should now be reframed.

Compare your current strategy with a peer’s, what unique angle or differentiator do you bring?

Identify one initiative that doesn’t align with purpose, pause, pivot, or let it go.

Sketch a pyramid: vision > goal > initiative, fill it in for your personal legacy.

Operational Execution

Identify one personal project you’ve delayed, clarify the next step and complete it today.

Review your daily list, highlight the three that bring most joy or real results, and do them first.

Create a repeatable checklist for a household or hobby process, reduce mistakes and effort.

Apply the 80/20 rule, focus 80% of your time on the 20% of tasks that matter most.

Set a 15-minute daily slot to review progress on top personal goals, consistency matters.

Align your calendar with your priorities, block time for meaningful activities, not just chores.

Performance Monitoring

Choose one wellness or growth metric, track and review it weekly starting now.

Create a simple spreadsheet to visualize progress on your three most important personal goals.

Add one reflection to your weekly check-in: “What meaningful step did I move forward this week?”

Review your top goals, highlight one that lacks a clear way to measure progress.

Write a short weekly recap for yourself highlighting meaningful progress this week.

Create a simple tracker for a growth initiative, update it weekly as part of routine.

Market Analysis

Search for three retirement ventures, note how they present purpose and what resonates most.

Review articles about senior opportunities, note what problems or needs appear most often.

Identify one key trend for retirees in the last 6 months, what opportunities or risks does it create for you?

Search online trends in your area of interest, what skills or themes are rising in relevance?

Refresh your understanding of your community’s needs, note how they’ve shifted recently.

List five decision criteria your peers use when joining groups, validate them with conversations.

Branding and Positioning

Rewrite your personal story, make it bolder, clearer, and focused on the legacy you want to leave.

List three things that make your experience unique, do your bio or posts highlight them clearly?

Update your online profile headline to reflect your new value, passion, or contribution.

Compare how you present yourself in person and online, are you consistent and memorable?

Ask a peer or friend to describe you in five words, does it match your intended legacy?

Add one story or emotional element to your bio, make it more engaging and human.

Digital Marketing Strategy

Identify your top digital platform, share one new insight, reflection, or article this week.

Set one clear digital sharing goal (e.g., connections, visibility, learning) and define success.

Review your platform analytics, what’s one surprising pattern you hadn’t noticed before?

Test a new headline or intro in your posts, track whether people engage differently.

Check engagement on your last post, adjust your next headline to test a sharper hook.

Optimize your social profile to highlight your current purpose and activities.

Negotiation Skills

Write down your walk-away, target, and ideal terms for one upcoming discussion, clarify your boundaries now.

Identify one phrase you often use that weakens your position, replace it with something firmer now.

Review your last tough conversation, did you state terms clearly? If not, rewrite for next time.

Watch a short video on silence in negotiation, practice it in your next key conversation.

Prepare one powerful open-ended question to uncover what matters most in a dialogue.

Practice stating your boundaries without apology, repeat once per day until natural.

Customer Relationship Management

Identify five people you value, send a personal message today unrelated to work or projects.

Add a personal detail to your contact notes for each old friend or mentee you reach out to.

Set reminders for follow-ups with friends or mentees at meaningful intervals (e.g., 30, 90 days).

Choose one dormant contact, send a short message to reconnect today.

Ask one friend how they use your support or advice, learn how you add value.

Share a valuable, non-sales resource with a peer (book, article, or life tip).

Sales Strategy and Planning

Define three goals for this season, link each to one action you can take immediately.

Review your engagement patterns, identify one weak link in your connections and test a fix.

Identify one underused skill area, adjust your plan and test a new small project.

Block 30 minutes weekly to review personal results vs. plan, schedule it now.

Create or update your Ideal Contribution Profile, base it on real experience, not assumptions.

Sketch your journey from idea to completion, spot where you often lose energy.

Talent Acquisition and Recruitment

Review one mentoring opportunity, reframe the role to focus on meaning, growth, and shared value.

Reconnect with one promising past contact, send a short, thoughtful message to check in today.

Share a short “why join me” post from your perspective as a mentor or community leader.

Add one inclusive phrase to your mentoring notes, make language more welcoming and broad.

Identify your top three referral sources, reach out and thank them for their past support.

Create or update a short guide for evaluating opportunities, list top three traits to check.

Performance Management

Choose one personal goal, define what “great progress” means and write it down today.

Review one past feedback form, remove one vague or irrelevant question before using it again.

Send a thoughtful recognition message to a family member or peer for recent support.

Identify one metric you track that feels empty, replace it with one that measures true value.

Schedule a check-in with a mentee to focus on growth, not only updates.

Add quarterly reflections to your performance calendar, not just annual reviews.

Learning and Development

Ask a peer or mentee: “What’s one skill you’d love to develop at this stage?”

Add one short learning resource (podcast, article, video) to your personal schedule this week.

Spot one recurring gap in your knowledge, choose a resource to close it this week.

Create a shared folder or doc to collect inspiring articles, books, or lessons to revisit later.

Turn your last success or failure into a quick learning note, how will you apply it?

Promote one free or community learning event this week, invite others to join.

Financial Analysis and Budgeting

Review last month’s personal budget, highlight one area where spending feels unclear or mismatched.

Create a personal finance dashboard with three clear KPIs you can easily track.

Reconcile actual versus forecasted spending for one personal project or trip this month.

Identify one cost area that always overruns, decide whether assumptions or habits need updating.

Add a “budget reflection” line to your next weekly review, make it a lasting habit.

Watch a short tutorial on personal finance for retirees, note one concept to apply today.

Risk Management

Identify one key financial risk in your retirement plan, write it down and share it with a trusted peer.

Review your insurance or estate plans, note any outdated or missing elements that need review.

Flag three major risks in your current plans, rank them by likelihood and impact.

Add a “risk check” question to your next personal planning session, force proactive thinking.

Write down three recent small mistakes, did any reveal bigger risks you ignored?

Skim a recent market or health report, what external risks might affect your lifestyle?

Capital Allocation

List three current projects, rank them by fulfillment, not just convenience or familiarity.

Identify one area where you’re overspending without real joy, flag it for adjustment this month.

Check if your budget aligns with your long-term priorities, note one mismatch for review.

Review one recent money decision, did it balance joy with long-term security?

Sketch a chart of where your time goes, do your biggest priorities get enough attention?

Estimate the impact of reallocating 10% of your resources to a new fulfilling project.

Supply Chain Management

Map out your resource flow in five steps, flag one dependency or bottleneck that could cause strain.

Check if your top three suppliers or providers still meet your needs, highlight any issues.

Create a one-page summary of household resources versus needs, spot one misalignment today.

Ask about alternatives for one key service you use, note findings to compare options.

Review last month’s delays or barriers, identify the main cause in each case.

List your three most used items or tools, do they align with your current goals?

Lean and Agile Methodologies

Create a visual board of current activities, track flow and highlight where you feel stuck.

Run a quick review of one activity, note any recurring barriers slowing you down.

Identify one routine task that adds little value, simplify or remove it now.

Run a one-week sprint: plan, act, review, note gains in focus and output.

Map one core process in five steps, eliminate redundancies or unclear elements.

Shorten planning for one project, track whether speed affected quality or outcomes.

Quality Assurance

Write a short checklist for a recurring task, use it to avoid errors or missed details this week.

Choose one personal metric (e.g., sleep quality) and track it daily for a full week.

Run a quick quality check on your last output, spot even small inconsistencies for next time.

Review one personal email or message for clarity before sending, note how it feels after editing.

Identify a step you often redo, define one small fix or new rule.

Ask a peer to review a personal idea, note what they spot that you hadn’t.

IT Systems Management

Document one personal tech routine that feels slow, outline steps to simplify or automate it.

Set a reminder for system backups and updates, ensure nothing important gets lost.

Review your system logs or usage last week, flag anything odd or inconsistent.

Create a list of tech vendors or tools you use, note renewal dates or costs.

Identify one recurring tech issue, note cause and define a small fix.

Run a 10-minute health check on your laptop, log recurring issues.

Cybersecurity

Update passwords on key accounts and enable two-factor authentication on personal devices today.

Enable automatic updates on your laptop or phone to reduce exposure to cyber risks.

Take a quick phishing awareness quiz online to refresh digital safety skills.

Review your login activity, flag anything unusual or suspicious immediately.

Enable encryption on your email or data storage to boost protection.

Create a checklist for actions to take if cyber issues occur.

Software Development and Integration

Test one small online integration tool (calendar, notes, reminders) to simplify daily routines.

Simplify one personal process by testing a new app or digital tool this week.

Write instructions for one tool you use often, make it clear for others to follow.

Implement version control for personal documents, review edits for clarity.

Create a checklist to guide future digital integrations or connections.

Add a formatting tool to standardize your personal documents.

Customer Experience Management

Send a thank-you note to someone who supported you recently, ask for short feedback.

Review three recent customer-like experiences, spot recurring frustrations or gaps.

Add one satisfaction question to your interactions (e.g., “How was this for you?”).

Rewrite one email to sound warmer and more authentic.

Shadow a service interaction (e.g., call center), observe tone and handling.

Sketch a simple journey map for someone you mentor or support.

Service Recovery and Resolution

Review the last three times service disappointed you, note how resolution was handled.

Rewrite a message template to sound warmer, more human, and empathetic.

Create a simple escalation checklist for handling issues in family or groups.

Acknowledge a mistake with honesty, use it to build trust.

Add an apology step to an automated message or template you use.

Categorize recent complaints or frustrations, spot root causes.

CRM Systems

Update one contact record in your digital address book with missing details or notes.

Create a daily reminder to log personal calls or touchpoints into your notes.

Save a view of top 10 important contacts to follow up with regularly.

Add a field in your contacts list for loyalty or support notes.

Merge or clean outdated tags in your contact records.

Clean up your last 10 contact entries, make them clear and useful.

Regulatory Compliance

Identify one regulation affecting retirees (e.g., pensions), read the latest update in plain terms.

Review a compliance checklist from retirement planning, suggest one small improvement.

Highlight compliance clauses in one personal contract, note where to pay attention.

Set a recurring reminder to review compliance updates quarterly.

Bookmark an official regulator site relevant to retirement or pensions.

Confirm a personal project complies with data or safety requirements.

Contract Management

Review a past contract (insurance, utilities), note renewal dates, penalties, or hidden terms.

Create a clear folder system for contracts, label so retrieval is quick and stress-free.

Ask for the latest contract template from a trusted source, file it safely.

Identify your most common contract clause, note flexibility boundaries.

Confirm who signs contracts in your household or group.

Set a reminder to review contract renewals a month in advance.

Corporate Governance

Sketch your family or community decision structure, who holds which responsibilities?

Confirm whether your club or group has an ethical policy, scan it for clarity.

Check if minutes or notes from a group meeting are accessible to everyone.

Look up your community group’s compliance statement or policy online.

Confirm which policies apply to you, privacy, data, or whistleblower.

Flag gaps in oversight or controls in one personal process.

Innovation and Product Development

Brainstorm one area where innovation could make hobbies or ventures more enjoyable.

Read a short case study on how seniors pivoted to new ventures successfully.

Bookmark three sources for senior trends, newsletters, podcasts, or blogs.

Create a backlog of unmet personal needs based on reflections or feedback.

Sketch one ambitious idea for your personal growth or project.

Check if your community group has an innovation framework.

Research Methodologies

Review one recent decision you made, what research, if any, actually supported it?

Review a survey or dataset about retirees, what questions or patterns stand out?

Skim a research piece about aging, note the methodology used.

List three research approaches you’d like to try, exploratory, descriptive, causal.

Use a free survey tool to gather quick input from peers or mentees.

Save an example of research that shifted your thinking or direction.

Intellectual Property Management

Identify one personal creation (blog, design, idea) worth protecting, note how to secure it.

Check if your volunteer contract or agreement includes intellectual property clauses.

Review basic IP terms (copyright, trademark), note where they may apply personally.

List three personal works you would want to protect if shared publicly.

Ask a peer what protections they use for their ideas or content.

Check your website or posts, are copyright or symbols current?

Supplier Relationship Management

List three core service providers and note how often you connect beyond transactions.

Review a supplier contract you use (home, travel), highlight obligations or terms.

Send thanks to a supplier or service provider for a job well done.

Highlight one critical supplier or provider relationship and save their contacts.

Add a supplier check-in to your calendar, 15 minutes is enough.

Spot missed collaboration chances with suppliers, ask for ideas.

Logistics and Distribution

Map your personal supply chain (groceries, healthcare, services), flag weak links or gaps.

Check delivery times for essential items, do they align with your expectations?

List partners in your logistics chain (groceries, healthcare), identify critical ones.

Review delivery promises, are they monitored and honored consistently?

Review one recent delivery issue, what could have been prevented?

Create a simple flow of your supply process, share with a peer.

Cost Management

Review your top three recurring expenses, are they still aligned with current priorities?

Identify one subscription you pay for but rarely use, decide to cancel or repurpose.

Set a timer and scan last month’s expenses, spot small overlooked costs.

Check approval limits on your personal expenses, do they still make sense?

Ask for a breakdown of your monthly expenses, spot major categories.

Flag one repetitive manual step, brainstorm automation.

Data Analysis and Visualization

Replace one cluttered chart in a document with a clearer visual that highlights insight.

Highlight patterns in your own spending with conditional formatting in a spreadsheet.

Add titles and insights to charts you use in personal reports for clarity.

Turn a table of data into a clear visual dashboard with free tools.

Track a personal KPI (e.g., steps, savings) with a simple chart.

Create a pie chart of one dataset for a friend or mentor.

Predictive Analytics

Pick one personal trend to forecast (e.g., spending, health), note data to track it.

Test a forecasting feature (e.g., Excel) to predict a simple personal metric.

Draw a trend line for one personal dataset (health, activity, finances).

Read one case where predictive analytics improved outcomes, note how.

List predictors that may affect your future wellbeing, note them.

Run a correlation analysis between two personal variables.

Business Intelligence

List your top three information dashboards or reports, assess if they answer key questions.

Set a weekly review of one report you track, spot trends or changes early.

Add a one-line highlight to a report you check often.

Explore a new BI feature (filters, drill-downs) you haven’t tested before.

Share a report with someone else, ask if it’s clear and useful.

Set alerts for KPIs (e.g., weight, budget) crossing thresholds.

Enterprise Risk Management

Identify three personal risks (health, finance, relationships), rate them by potential impact.

Review your risk plan, note one area needing an update or clarification today.

Schedule a short risk review with family or peers, discuss emerging risks.

Review past incidents in your life, spot the top cause in each one.

Review one risk you manage, check status and next steps.

Bookmark one key risk-management standard or guide.

Crisis Management

Review your household crisis plan, note any missing roles, contacts, or details.

List three likely crises you could face, outline first response steps quickly.

Schedule a brief crisis readiness review, check emergency contacts and roles.

Confirm emergency contacts and backup channels for urgent alerts.

Test your emergency alert channel with a quick dry run.

List who to inform immediately in a personal crisis.

Regulatory Compliance 2

Identify the top three regulations affecting seniors, note the latest changes or updates.

Review your compliance checklist, suggest one small addition or clarification.

Set a monthly reminder to review compliance news or policy updates.

Subscribe to a newsletter relevant to your rights or policies.

Confirm you’ve completed compliance tasks (e.g., training, taxes).

Review one current project for regulatory compliance.

Product Lifecycle Management

List personal projects and identify which lifecycle stage each currently sits in.

Review a personal project’s progress, compare against expected lifecycle phases.

Map stakeholders at each stage of your personal projects.

Review your project roadmap, note where growth or decline is addressed.

Identify a project at risk of decline, brainstorm renewal strategies.

Review lifecycle milestones in your personal projects.

Market and User Research

Review feedback from mentees or peers, note three recurring themes to address.

Create a short survey to validate an assumption about your audience or peers.

Analyze competitor reviews in an area you explore, note insights and gaps.

Set up Google Alerts for industries or passions you follow.

Review your product or idea for ease of use.

Collect five personas of people you serve, note differences.

Go-to-Market Strategy

Identify target groups you serve (family, mentees), list main needs or pain points.

Review a past project launch, note one success and one improvement for next time.

Map your outreach channels for ventures or mentoring activities.

Draft a value statement for your personal contribution in a new venture.

Analyze a peer’s go-to-market approach, note what you can learn.

Check your pricing or contribution, align with perceived value.

MASTER Risk Hub