MASTER Risk Model - Learning Resources - Abilities

Financial Management

Review your last month’s income and expenses—flag one area to cut or optimize this week.

Set a calendar reminder to check your account balances and outstanding invoices every Monday morning.

Create a simple spreadsheet to track three business costs and update it daily for one week.

Categorize five recent expenses as fixed or variable to better understand your cost structure.

List your top three recurring business costs and brainstorm one efficiency improvement for each.

Review one past invoice or payment—check for errors or late charges immediately.

Project Management

Make a list of all active gigs—note deadlines, client names, and next steps.

Clarify one unclear client deadline or deliverable—ask a direct, simple question today.

Create a checklist for your next client task, breaking it into 3–5 small, sequenced steps.

Block 30 minutes this week to update the status of all active gigs in your tracking tool.

Send a single-sentence update to a client about progress—practice brief, clear communication.

Choose one overdue task and move it forward by doing the next 15 minutes of focused work.

Change Management

List one upcoming change in a client project and write down its expected impact in one sentence.

Identify one routine in your workflow that could be adjusted to adapt more easily to shifting client demands.

Ask a client how they’re feeling about a recent project shift—just listen without offering solutions.

Choose a small change you’ve been avoiding in your process and take the first 15-minute step to test it.

Review your last project pivot and write down what helped you adapt successfully.

Check one client-facing document for unclear or inconsistent messaging and fix it immediately.

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