MASTER Risk Model - Learning Resources - Situation

Financial

Review your last three invoices—spot one cost you could renegotiate or reduce.

List all active subscriptions—cancel or downgrade one not aligned with business goals.

Draft a one-month budget forecast—include fixed costs and variable expenses.

Set a weekly reminder to check cash flow—even for just five minutes.

Move 10% of discretionary spend to the initiative with highest client impact.

Create a simple cash reserve goal for this quarter.

Technological

List all software and platforms you use—flag one outdated or underused for review.

Clean up your digital files or apps—remove anything no longer needed.

Host a quick tutorial on one tool your team struggles to use well.

Identify one manual task and test if existing software could automate it.

Activate one underused feature in a platform you already pay for.

Review all subscriptions—cancel or consolidate overlapping services.

Physical

Check your service space today—adjust seating, tools, or setup to improve comfort and flow.

Take inventory of equipment and supplies—retire or donate anything unused recently.

Identify one item slowing service—repair, replace, or reorder it today.

Organize or label shared resources to improve speed and reduce confusion.

Reset your service space at day’s end—note how it affects the next morning.

Post instructions near shared tools to encourage correct, frequent use.

MASTER Risk Hub