Draft Agenda - Practice Management Workshop

9.00 AM	Coffee on arrival
9.30	Open workshop Introductions and Aims and Objectives The landscape ahead - the post RDR world How do you Survive and Thrive in the new environment? An introduction to Business Planning Business structures Marketing and business generation Using Technology and IT Business Plans and Cash flows
11.30	Coffee The Client Management Process Client Propositions Client Segmentation Setting service standards
1.15 PM	Lunch
2.00	The Investment Process Philosophy and style Risk Profiling Research and Due Diligence Managing the process - including Outsourcing
3.30	Coffee
3.45	Delivering the Service What are your systems for delivering Advice? How do you monitor the process? The Client Review Process Are Client expectations met - how do you know?
5.00	Summary and action plans What are you going to do different? How will you measure the change? Using the Workbook
5.30	Close workshop

Please note there would also be a workbook / further reading to enable attendees to apply ideas and techniques immediately to their firm.