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Welcome to the 2019 Group

Day Four

Delegate Forum


Click here to visit the
2019 Delegates forum
and join the debate

Click on the links below to access your course documents.

Presentation Slides

Getting Your Team And Structure Right


Tools & Templates

Click on the links below to view and download


1st Face To Face Interview Form

A Guide On Due Diligence For Outsourcing

About Me

Accountability Identifier

Administrator - Job Spec

Candidate Scorecard

Client Relationship Manager - Job Spec

Financial Planner - Job Spec 

Is Outsourcing For Us?

Paraplanner - Job Spec

Practice Manager - Job Spec

Receptionist - Job Spec

Telephone Interview Form

Vacancy Profile Form

Recommended Reading


The Dream Manager

by Matthew Kelly





Bretts Thoughts

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Catch Up Session

Dominika (Team and Organisational Structure (Part 1)

Dominika (Team and Organisational Structure (Part 2)

Dominika (Team and Organisational Structure (Part 3)

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