MASTER Risk Model - Learning Resources - Abilities

Financial Management

Review your last invoice, identify one cost you could reduce or one line you could explain better.

Set a weekly reminder to check account balances and cash flow for your practice every Monday.

Create a one-week tracker for three recurring business costs in your consulting practice.

Categorize five recent expenses as fixed or variable, review your consulting cost structure today.

List your top three recurring costs, brainstorm one improvement or efficiency for each today.

Review one past expense with a client, check for errors or unused services right away.

Project Management

Make a list of all client projects active now, note deliverables, deadlines, and next immediate actions.

Clarify one unclear role or deadline in a client project today, ask a direct, simple question to align.

Write a 3–5 step checklist for a client deliverable, use it to guide your own execution this week.

Block 30 minutes this week to update the status of one project in your tracking tool.

Send a single-sentence project update to a client, practice brief, clear communication.

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

Change Management

List one upcoming change in a client organization and write one sentence on its expected impact.

Identify one habit in your workflow to adjust so you can adapt more smoothly to shifting client needs.

Ask a client how they feel about a change underway, just listen without pushing solutions.

Choose one small change you’ve been avoiding and take the first 15-minute step through it today.

Review your last client change case, write down what helped them adapt and what slowed progress.

Scan a client’s communication for one unclear message about change, note how to clarify it.

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