Factoid Bingo helps a large(ish) group of people introduce themselves to each other. Best played in person, the game shares an interesting fact about a person via a randomized list of Factoids. In the game, each player tries fill the card by finding the owner of the respective facts. Prizes are given for blackouts, lines and to the introverts in the group.
Continue readingA QIR Project Tool
Issue, Project and Decision logs are mainstays in project management. They are designed to formulate a clear understanding of opportunities, threats, risk and changes in a project. They also are created, updated-intermittently, and seldom used to their full potential. The QIR log manages Questions, Issues and Risks in one place as part of the day to day running of a project.

Multi-Factor Success Matrix
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?

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!

Checklist 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.

Four 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?

2×2 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.

Can 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.

SAMI 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].
