Financial Services

creating-implementing-personal-action-plans-3

Mountaintop’s Creating & Implementing Personal Action Plans Ascent helps participants develop and execute plans for professional and personal advancement. We employ an interactive presentation style and provide practical advice to equip each participant with the tools they need to create a Personal Action Plan and successfully execute the Plan.

PERFECT FOR

  • Investors
  • Financial Executives
  • Portfolio Managers
  • Emerging Leaders
  • Partners
  • Managing Directors

Overview

The Creating & Implementing Personal Action Plans Ascent includes two, live training sessions which are typically presented approximately 30 days apart. Each session is presented in a 60 to 90-minute format that will incorporate a formal presentation, group discussion, an interactive group exercise, and homework for each participant to complete.

This Ascent can be packaged together with others to develop a multi-session Leadership and Business Development Academy. Please contact us to discuss your goals, so we can develop a bespoke curriculum tailored to your specific audience and needs.

AT THE SUMMIT

At the summit, each participant will be able to:

  • Execute a customized, strategic Personal Action Plan for continued success
  • Develop and follow a practical plan for sustainable execution of their Personal Action Plan

What’s Covered

TRAINING SESSION ONE

Creating Your Personal Action Plan

  • Identifying your highest ROI activities and matters
  • Strategic career management for success and fulfillment
  • Prioritizing your external activities and outreach
  • In-Session Exercise: Personal Action Plan Exercise (using Mountaintop’s proprietary templates)
  • Homework for Participants: Personal Action Plan Development

TRAINING SESSION TWO

Implementing Your Personal Action Plan

  • Demonstrating commitment through consistent follow up
  • Creating accountability and support systems within the Firm and externally
  • In-Session Exercise: Plan review and refinement
  • Homework for Participants: Plan implementation

One-On-One Coaching Sessions are available, at an additional cost, to reinforce this Ascent. Please contact us for more information.