Is the system live, is it stable? What are the risk areas of the new system? When will it be working properly? Dreaded questions when managing complex systems. A multi-factor success matrix can help an organization visualize key elements of a system and make informed decisions… or perhaps just answer the question, have we gone live yet?
Continue readingAuthor Archives: Frank SAPAA
What Got You Here, Won’t Get you There
I saw Marshall Goldsmith speak more than ten years ago. Unfortunately, I gave away the copy of the book I received and did not replace it until recently. Too bad, I could have used his advice over the past decade!
Continue readingChecklist Manifesto
In my ongoing effort to remember what I have read, some notes on Atul Gawande’s book, “The Checklist Manifesto: How to Get Things Right” [1].
Continue readingCPA Achievement Award – 2022
For the fourth year, I have been a member of Alberta Chartered Professional Accountants (CPA) achievement awards review committee.
Continue readingFour Assets for Families
Families find themselves in a Financial Literacy program to deal with a money emergency or (preferably) to prevent such an emergency. Ideally, the family learns about better money management – but do they learn what role money should play in their lives?
Continue reading2×2 Goals
What does Albert Einstein [1], a gold medal-winning Olympic Athlete, the lottery, and Afroman’s hit song ‘Because I Got High‘ have in common? They can be mapped to the 2×2 Goal matrix and help financial literacy course participants better understand how to set and attain their goals.
Continue readingCan We Start Again Please – Here is the Offer…
On September 16, 2021, I will be moderating a Financial Management Institute (FMI) virtual conference: Getting Up to Speed When the Pressure is On. The conference will present six senior Edmonton area leaders [2] who have recently started their new roles. Edmonton Chapter – “Getting Up to Speed When the Pressure is On” | fmi*igf.
Continue readingSAMI Financial Literacy Goals
Most people have heard of the marshmallow test. Ask a young child if they want one marshmallow now or two in a short while. The test was designed and originally delivered in the late 1960’s and early 1970’s, it showed a correlation between a young child’s ability to delay gratification and their future success [1].
Continue readingThe Goal is Learning to Set Goals
We all know what a goal is, for example:
- Saving to go on vacation.
- Lose 10kg before the next vacation.
- Not losing any children while on vacation, unlike last time.
The first one is a financial goal, the second is personal and the third involves the police and social welfare. We intuitively know the first two are goals but do we really need to articulate an objective to avoid traumatize Johnny?
Continue readingLagom & Literacy
Lagom is a Swedish that roughly translates to ‘Just Right’. It does not mean average, sufficient, moderate or adequate – it means the right amount for the circumstances. It is an expression of comfort and has elements of the concept of “Gemütlichkeit” or coziness.
Continue reading