Inspire 2024 Strategy Planning - Workbook 16 January 2019
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Exercise 1
Sharing your high point moment Think about a high point moment in your life - a memorable experience or story from your career
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After hearing others’ high point moment stories, what ideas are important to you?
AFA COMMUNITIES OF PRACTICE INSPIRE WORKBOOK
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AFA direction & strategic priorities What are the opportunities for Inspire?
Can you see any issues for Inspire?
What do we need more clarity about?
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Exercise 2
Appreciating the best of what is
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Exercise 3
Imagining what might be Imagine what the ideal future for Inspire could be in five years (2024)
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AFA COMMUNITIES OF PRACTICE INSPIRE WORKBOOK
Exercise 4
Designing Inspire 2024
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Exercise 5
Developing our plan for Inspire 2024
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My actions ACTION
BY WHEN
STATUS
IMMEDIATE NEXT STEP
Inspire 2024 Strategy Day – Contacts
Inspire National Chair Kate McCallum Director & Advisor, Multiforte Financial Services P: 02 9262 6045 M: 0409 464 677 E: kmccallum@multiforte.com.au Inspire Co-Founder Deborah Kent Director & Financial Adviser, Integra Financial Services M: 0408 618 786 E: deborah@integranet.com.au Inspire State Chair, VIC Nga Vu Senior Financial Adviser, Kearney Group M: 0412 443 032 E: nga.vu@kearneygroup.com.au Inspire State Chair, NSW Jenny Pearce Managing Director, Jenesis M: 0432 376 133 E: jenny.pearce@jenesis.net.au Inspire State Chair, SA Katherine Hann Director & Financial Adviser, Affinity Financial Planning M: 0422 870 793 E: katherinehann@internode.on.net Inspire State Chair, QLD Erin Truscott Financial Adviser, GCA Financial M: 0435 958 015 E: Erin.truscott@gcafinancial.com.au Inspire State Chair, WA Julie Schortinghuis Director, Lighthouse Capital M: 0401 094 436 E: julia@lighthousecapital.com.au
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Inspire Committee Member Michelle Taylor P: 08 9381 3662 M: 0421 326 307 E: michelle@buildfs.com.au Cara Williams Financial Planner, ANZ M: 0439 745 522 E: cara.alice.williams@gmail.com Annick Donat CEO, Madison Financial Group M: 0409 706 963 E: ADonat@Madisonfg.com.au Bethany Wooster Adviser Services Manager M: 0430 240 479 E: bwooster@madisonfg.com.au Julie Bennett Principal, 64 Media M: 0407 071 121 E: julie@64media.com.au AFA, General Manager Strategic Alliances David Plant M: 0422 009 204 E: David.plant@afa.asn.au AFA, General Manager Marketing Natalie Kleibert M: 0416 139 442 E: Natalie.kleibert@afa.asn.au
Great advice for more Australians
AFA COMMUNITIES OF PRACTICE INSPIRE WORKBOOK
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