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Welcome to the 2020 Group 2
Day Seven

 

Below you can access your documents from every session, just click on the documents to view or download them

 

 

Presentations

Brett’s Presentation for Day 7

Domi's Presentation for Day 7

 

Documents & Worksheets

Agenda

Annual Review Meeting Checklist

Annual Review Meeting Confirmation

Annual Review Meeting Deferral by client

Annual Review Meeting Deferral unable to make contact 

Annual Review Meeting File Note 

Annual Review Meeting Follow Up

Annual Review Meeting Notification

Annual Review Process

Annual Review Process Mapping Checklist

Annual Review Process Prep Sheet

Annual Review Scorecard 

The 12 Point Financial Health Check

Value Added Checklist
 

Recommended Reading 

 

Excellence Wins
by Horst Schulze

BUY HERE

The Goal

by Eliyahu M. Goldratt

BUY HERE

Eliminating Complexity

by Timothy Fuller

DOWNLOAD HERE

 

 

Video & Audio

 

Brett's Presentation

Domi's Presentation Part One

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Domi's Presentation Part Two

Domi's Presentation Part Three