Future Map Client Experiences 2013

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Delivering programs Australia-wide

Transcript of Future Map Client Experiences 2013

Page 1: Future Map Client Experiences 2013

Delivering programs Australia-wide

Page 2: Future Map Client Experiences 2013

I would just like let you know that I had a fantastic, funny, informative and slightly heated

discussion with some friends this morning about our super. We are all in our 20’s and

discussing our investment plans – And I totally started it!! Thank you so much for being

the catalyst. Thanks to your program, not only will I benefit my financial future but my

friends and family will benefit just from listening to what I’ve learnt or merely starting the

conversation. It’s been an awesome and liberating experience.

You both are doing such an important job in the best most entertaining and informative

way. It has meant so much to me, I even came to the second session with an acute

kidney infection!

Michelle, SYDNEY DEC 2012

1 Social change

Program impact

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Thank you Zoe and Alisdair for the recent ‘no surprises’ series of workshops you ran for

our Mortgage Innovation Business Owners. The feedback has been terrific, especially

around the tools and exercises you went through to assist in managing their businesses

and the engaging manner that it was delivered. It was great for the team to spend some

quality time reflecting on the key financial drivers in the business.

I am sure we will see the value of the workshops reflected in the growth of the individual

businesses and the over all business in the months to come. We look forward to follow up

sessions.

Nathan Kerr, National Manager Mortgage Innovation, Commonwealth Bank.

Building business

Benefits for the business

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What Participants Say

Excellent practical session, it has really got me thinking and I recommend it as a definite "health" initiative for any workplace.

Great course with lots of interaction

A great big 'thanks'. An immensely useful program, loved the month-to-month sessions giving time for learning to sink in and actions to be made.

Fantastic course overall. Well done and thank you …Keep up the great work. It was an engaging and interesting course, where I think everyone was able to learn something new and refresh what they may already know.

Really enjoyed the course. The info really initiated thought about my financial situation and I am making changes to improve it

I really enjoyed this whole program and feel I've learnt so much. Zoe and Ali are great facilitators and make the sessions fun and interesting.

Empowering employees

Benefits for Family & Community

I wish to congratulate the team on the Work Ready Program that you ran last week and commend the pastoral care aspect to this training.

Robert attended his appointment today and was very positive. He said that last week was life changing and he could not get over how much of an impact the two days of team building and advise on financial management and time management had on his ‘new’ outlook to life and managing life when he is away. He said he is writing a “to do list” everyday and finding this helpful, getting up early and he has opened another bank account for his kids future. He said the roller operator course was brilliant and he is looking forward to flying out in June. He said he has already put his hand up the next project after the Airport which will take him back to his ancestors land.

He was visiting his GP today to set up a dietary plan and he is looking forward to that challenge of losing weight and becoming more healthy and conscious of his well being. On behalf of my client I wish to thank you.

Employment Consultant, BGC. (Please note names have been changed for privacy reasons)

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Make a budget

Set three goals

Ask my wife what our system looks like!

Stop spending on unnecessary items

Look at investment choices in my super

Finish projects I start

Get a financial plan in place

Account for incidental exposure

Consider my goals in the short term as strategy for long term success

Contact a financial planner

Plan a meeting with financial planner

Keep writing down goals

Talk to my husband about our insurance

Make a detailed plan

Research salary sacrificing

See financial adviser

Speak to people. Research goals

Make a budget and stick to it

Speak to family about accountants

Review all our insurances

Consolidate my super funds

Inspiring simple steps, practical action

Look at income insurance

Start making a life plan and goal and achieve them

More productive in creative sense

Save money (from not buying unnecessary items) through budgeting

Be more grateful and give more compliments

Review my goals monthly

Tick off mini goals

Make a will

Ring Sharon for financial planning

Exercise willpower re: saving

Organize a catch-up night to see how we’ve all ‘acted’

Write down my financial goals.

Community service contacts

Complete booklet/clarify review

Check my options within super

Arrange automatic deductions each fortnight for predictable bills

Look at superseeker

Work out how much I need for retirement

What participants do…

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Evaluating ROI

Measurement and Evaluation

The Future Map program tracks and evaluates shifts in knowledge, attitude, behaviour, confidence,

motivation and employee engagement. We are passionate about creating stepped change that benefits the

individual to “Change the Financial Blueprint of Australia” whilst delivering a Return on Investment (ROI) for

our business partners.

Future Map has a partnership with TrackNchange®, an evidence based scientific process developed by Dr

Lucia Kelleher, to measure ROI of ‘human behavioural change’.

Businesses that use TrackNchange® increase customer retention and become employers of choice.

Employees are motivated by ‘knowing’ that their efforts produce results the business requires for success.

Lack of visibility of effort following change or training severely erodes employee’s ability to predict that their

training outputs will lead to job security.

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Evaluating ROI

Knowledge, Attitude and Behavioural Shifts Confidence, Motivation

and Tools

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7 Working with top Australian employers to attract and retain talent, improve team performance and build Australia’s financial literacy.

FAQ’s

Benefits:

Increasing workplace engagement, specifically;

• developing a pipeline of leaders and managers,

• improving productivity and performance, and

• delivering the employee value proposition.

How can the program be delivered?

The Future Map program can be held over 3 x 3½ hour

sessions, over a 1½ day workshop or integrated into

established employee benefit, team, leadership, diversity,

Lunch n’ Learn or graduate programs.

What topics are covered?

Who else have we worked with?

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Contact Us to enquire about a program for your workplace.

Alisdair Barr p. 0405 138 613 e. [email protected]

Zoe Lamont p. 0419 622 968 e. [email protected]

w. www.futuremap.com.au