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    2023 ACFI3006 Group Contract

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    shotboi69
    The group contract outlines the process and action plan for a group completing a personal financial planning assessment. It includes [1] details of group members and communication preferences, [2] a meeting schedule of weekly 15-30 minute meetings to be chaired and recorded, [3] expectations around attendance and contributing work, and [4] tasks required to complete the assessment including developing a financial strategy and recommended investments. The group aims to work effectively through open communication, teamwork, and equal effort from all members.

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    2023 ACFI3006 Group Contract

    Uploaded by

    shotboi69
    9 views3 pages
    The group contract outlines the process and action plan for a group completing a personal financial planning assessment. It includes [1] details of group members and communication preferences, [2] a meeting schedule of weekly 15-30 minute meetings to be chaired and recorded, [3] expectations around attendance and contributing work, and [4] tasks required to complete the assessment including developing a financial strategy and recommended investments. The group aims to work effectively through open communication, teamwork, and equal effort from all members.

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    The group contract outlines the process and action plan for a group completing a personal financial planning assessment. It includes [1] details of group members and communication preferences, [2] a meeting schedule of weekly 15-30 minute meetings to be chaired and recorded, [3] expectations around attendance and contributing work, and [4] tasks required to complete the assessment including developing a financial strategy and recommended investments. The group aims to work effectively through open communication, teamwork, and equal effort from all members.

    Copyright:

    © All Rights Reserved
    Download as DOC, PDF, TXT or read online from Scribd
    Download as doc, pdf, or txt
    9 views3 pages

    2023 ACFI3006 Group Contract

    Uploaded by

    shotboi69
    The group contract outlines the process and action plan for a group completing a personal financial planning assessment. It includes [1] details of group members and communication preferences, [2] a meeting schedule of weekly 15-30 minute meetings to be chaired and recorded, [3] expectations around attendance and contributing work, and [4] tasks required to complete the assessment including developing a financial strategy and recommended investments. The group aims to work effectively through open communication, teamwork, and equal effort from all members.

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    © All Rights Reserved
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    GROUP CONTRACT

    GROUP PROCESS PLAN & GROUP PRE-PROJECT ACTION PLAN

    Course: AFI3006 Personal Financial Planning - Semester 2 2023

    Group Name/No:

    1. GROUP PROCESS PLAN

    Name and Details of all Group Members:

    Student Name Student Number Signature

    * Ronan Wallace 3328535 R.W

    What is the purpose of the group?

    To complete our group assessment on personal financial planning.

    What will be the preferred methods of communicating with one another?

    First Preference: Facebook Messenger

    Second Preference: In-person (class)

    Third Preference: Email

    How often, where and for how long will the group meet face-to-face?

    Frequency: Weekly

    Location: Class

    Duration: 15-30min

    How will meetings be conducted?

    Chairing:

    Decision-making:

    Record keeping:

    Other:
    1
    When is it OK/not OK to miss a group meeting?(one example for each)

    OK: Work, previous commitments, sickness

    Not OK: Not feeling like it.

    What actions will the group take if a member does not have an acceptable reason
    and misses one or meetings? More than two meetings?

    One or two meeting: Keep note for peer review.

    Three or more meetings: Notify lecturer.

    What actions will the group take if a member leaves the course?

    Action One: Redesignate group roles.

    Action Two: Request extension if needed.

    How will the group monitor the contribution of group members?

    Indicator One: Sharing progress at meetings.

    Indicator Two:

    What will the group do if a member is not doing their share of the work or not
    completing work?

    Action One: Offer to help.

    Action Two: Do their portion and remember for peer review.

    What actions will the group take if there is conflict within the group?

    Action One: Have a group meeting and try resolve.

    Action Two:

    What actions will the group take if one member is unreasonably dominating?

    Action One: Suggest to take a step back if overreaching.

    Action Two:

    2
    2. GROUP PRE-PROJECT ACTION PLAN

    What tasks and roles are required to complete Who is What are the
    the assignment? responsible for deadline for
    each of these each task ?
    tasks and roles?

    Current Position

    Objectives and Concerns

    Risk Profile Asset Allocation

    Recommended Financial Strategy

    Recommended Investments
    Whole group
    Implementation
    Whole group
    Appendices

    What actions will the group take if it is not achieving its goals or milestones?

    Action One:

    Action Two:

    What grade does the group, or individuals, aim to achieve for the assignment?

    Group Aim:

    Individual Aims (if not a group aim):

    If there are differences between individuals in terms of which grade they wish to
    achieve, how will this be accommodated within the work allocation?

    Write three characteristics that group members believe and agree are important for
    effective and harmonious group work.

    Characteristic One: Teamwork

    Characteristic Two: Communication

    Characteristic Three: Effort

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