MASTER Risk Model - Learning Resources - Abilities

Financial Management

Review your last month’s expenses against revenue and identify one area to cut or optimize this week.

Set a calendar reminder to check your account balances and cash flow every Monday morning.

Create a simple spreadsheet to track three recurring 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 costs and brainstorm one possible efficiency improvement for each.

Review one past vendor invoice or supplier payment—check for errors or unnecessary charges immediately.

Project Management

Make a list of all active service projects you’re managing—note owners, deadlines, and next actions.

Clarify one unclear client deadline or responsibility in a current project—ask a direct, simple question today.

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

Block 30 minutes this week to update the status of a client project in your tracking tool or spreadsheet.

Send a single-sentence project status update to your team—practice brief, clear communication.

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

Change Management

List one upcoming service change in your business and write down its expected client impact in one sentence.

Identify one routine task in your operations that could be adjusted to adapt more easily to changing client needs.

Ask a colleague how they’re feeling about a recent change—just listen without offering solutions.

Choose a small operational change you’ve been resisting and take the first 15-minute step to move through it.

Review your last service change and write down what helped you cope or adapt successfully.

Check your client communications for one unclear or inconsistent message about a recent service change.

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