The document summarizes a 4-phase wealth planning process with 2 styles. Phase I involves defining mission/goals, values, and experiences. Phase II identifies opportunities and risks. Phase III creates comprehensive wealth control strategies. Phase IV acts on strategies to fulfill goals. The final 2 sections discuss implementing strategies collaboratively and designing an integrated plan.
iCompass - Imagineer the possibilities, Realize your potentialSatya Chari
"iCompass" - Imagineering one\'s potential with the confluence of information, collaboration, cooperation, participation and motivation enabled by technology....supported by commerce, if so desired.
Lean Agile Adoption Enterprise Challenges - XP 2012Fabio Armani
The migration process from Mainstream and Waterfall approaches to Agile Methodologies, at a broad and full company level, is a complex challenge that requires courage, dedication and ability to face difficulties and errors.
This short paper is the real story (hence the sub title: “Enterprise Challenges”) of my long experience as a CTO and Senior Manager, which has been committed and involved into spreading agile methodologies in Italy at Enterprise level (in particular by adopting Agile Modeling, eXtreme Programming, Scrum, Kanban and Lean Development methodologies), thus involving all levels of the company, starting from the organization structure and vision to the strategic operational details (eg: open source tools for project management and full life-cycle).
Lean Strategies for IT Support OrganizationsRoger Brown
This was presented by Roger Brown and Peter Green at the Seattle Scrum Gathering on 5/17/11. Slides have been annotated with some discussion notes to provide additional context.
iCompass - Imagineer the possibilities, Realize your potentialSatya Chari
"iCompass" - Imagineering one\'s potential with the confluence of information, collaboration, cooperation, participation and motivation enabled by technology....supported by commerce, if so desired.
Lean Agile Adoption Enterprise Challenges - XP 2012Fabio Armani
The migration process from Mainstream and Waterfall approaches to Agile Methodologies, at a broad and full company level, is a complex challenge that requires courage, dedication and ability to face difficulties and errors.
This short paper is the real story (hence the sub title: “Enterprise Challenges”) of my long experience as a CTO and Senior Manager, which has been committed and involved into spreading agile methodologies in Italy at Enterprise level (in particular by adopting Agile Modeling, eXtreme Programming, Scrum, Kanban and Lean Development methodologies), thus involving all levels of the company, starting from the organization structure and vision to the strategic operational details (eg: open source tools for project management and full life-cycle).
Lean Strategies for IT Support OrganizationsRoger Brown
This was presented by Roger Brown and Peter Green at the Seattle Scrum Gathering on 5/17/11. Slides have been annotated with some discussion notes to provide additional context.
Here are the slides from my lightening talk on "Establishing Business Analysis Practice" delivered in BA Conference at Pune, organized by ThoughtWorks on 15th September 2012. In this presentation I cover the lifecycle of BA Practice, preparations necessary before you start a BA practice, what it takes to successfully operate a BA Practice and evolve it towards a consultancy service model.
About Me: My name is Vinay Pandey, and I work as Principal Business Analyst at e-Zest Solutions Ltd. For more information kindly visit my blog http://bab1e.blogspot.com
Here are the slides from my lightening talk on "Establishing Business Analysis Practice" delivered in BA Conference at Pune, organized by ThoughtWorks on 15th September 2012. In this presentation I cover the lifecycle of BA Practice, preparations necessary before you start a BA practice, what it takes to successfully operate a BA Practice and evolve it towards a consultancy service model.
About Me: My name is Vinay Pandey, and I work as Principal Business Analyst at e-Zest Solutions Ltd. For more information kindly visit my blog http://bab1e.blogspot.com
Arrow diagram shows required order of tasks arrows software power point templ...
Financial planning wealth planning process 1 powerpoint presentation slides.
1. Wealth Planning Process - Style 1
The Discovery The Reality
Process Assessment Process
Define The Identify
Phase I
Phase II
Mission And Opportunities
Set The Goals And Risks
Values Possibility
Experience Opportunity
Phase IV
Phase III
Act On Strategies Create
To Help Fulfill Comprehensive
Goals Wealth Control
Strategies
The Integrated The Collaborative Plan
Implementation Process Design Process
www.slideteam.net Your Logo
2. Wealth Planning Process - Style 1
The Discovery The Reality
Process Assessment Process
Your Text Here
Define The Identify
• Your Text Goes here
Phase I
Phase II
Mission And Opportunities
Set The Goals And Risks • Download this awesome
diagram
Values Possibility • Bring your presentation to
life
• Capture your audience’s
attention
• All images are 100%
Experience Opportunity editable in powerpoint
• Pitch your ideas convincingly
Phase IV
Phase III
Act On Strategies Create Comprehensive • Your Text Goes here
To Help Fulfill Wealth Control • Download this awesome
Goals Strategies diagram
The Integrated The Collaborative Plan
Implementation Process Design Process
www.slideteam.net Your Logo
3. Wealth Planning Process - Style 1
The Discovery The Reality
Process Assessment Process
Your Text Here
Define The Identify
• Your Text Goes here
Phase I
Phase II
Mission And Opportunities
Set The Goals And Risks • Download this awesome
diagram
Values Possibility • Bring your presentation to
life
• Capture your audience’s
attention
• All images are 100%
Experience Opportunity editable in powerpoint
• Pitch your ideas convincingly
Phase IV
Phase III
Act On Strategies Create Comprehensive • Your Text Goes here
To Help Fulfill Wealth Control • Download this awesome
Goals Strategies diagram
The Integrated The Collaborative Plan
Implementation Process Design Process
www.slideteam.net Your Logo
4. Wealth Planning Process - Style 1
The Discovery The Reality
Process Assessment Process
Your Text Here
Define The Identify
• Your Text Goes here
Phase I
Phase II
Mission And Opportunities
Set The Goals And Risks • Download this awesome
diagram
Values Possibility • Bring your presentation to
life
• Capture your audience’s
attention
• All images are 100%
Experience Opportunity editable in powerpoint
• Pitch your ideas convincingly
Phase IV
Phase III
Act On Strategies Create Comprehensive • Your Text Goes here
To Help Fulfill Wealth Control • Download this awesome
Goals Strategies diagram
The Integrated The Collaborative Plan
Implementation Process Design Process
www.slideteam.net Your Logo
5. Wealth Planning Process - Style 1
The Discovery The Reality
Process Assessment Process
Your Text Here
Define The Identify
• Your Text Goes here
Phase I
Phase II
Mission And Opportunities
Set The Goals And Risks • Download this awesome
diagram
Values Possibility • Bring your presentation to
life
• Capture your audience’s
attention
• All images are 100%
Experience Opportunity editable in powerpoint
• Pitch your ideas convincingly
Phase IV
Phase III
Act On Strategies Create Comprehensive • Your Text Goes here
To Help Fulfill Wealth Control • Download this awesome
Goals Strategies diagram
The Integrated The Collaborative Plan
Implementation Process Design Process
www.slideteam.net Your Logo
6. All images are 100% editable in Powerpoint
“Change color, size and orientation of any icon to your liking”
www.slideteam.net
7. Ungrouping the object
2
1
3
1. Right click the object.
2. Choose Group and then Ungroup.
3. Click beside the object and drag the arrow over it.
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8. Edit Color
2 3
1
1. Select the shape to change the color and Right click the object( click any object which you
want to change color)
2. Choose Format Shape in the dialog box.
3. Choose “Fill” in the Format Shape box then “Solid” or “Gradient” depending on the
appearance of the object. Change colour as shown in the picture.
www.slideteam.net