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Strategy Workshop Summary

The Savvy Investment Network held a workshop on November 27-28, 2011, at Sorrento Hotel to refine its vision, values, and objectives. The guiding vision emphasizes astuteness, smart investing, and informed decision-making for financial success. Participants expressed diverse interests, from environmental sustainability to speculative investments. A consolidated strategy and clearer goal tracking were established, aiming to invigorate the group’s purpose and enhance collaborative efforts. The workshop's achievements included renewed enthusiasm and a more defined strategy for success in the upcoming year.

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Strategy Workshop Summary

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  1. Strategy Workshop Summary avvyInvestment Network 27 & 28 November 2011 Sorrento Hotel

  2. Savvy Vision and Values • Vision • To live the true meaning of savvy by being astute, smart and informed • To make lots of money • To have confidence in our decision making • To have clarity in our goals • Values • Active • Learning • Inclusive • Professional • Respectful $ $ $ $ $ $

  3. Objectives for Savvy

  4. Give-Get-Want

  5. What do we want?

  6. Partner interests (from session with David Henley, June 2011) • Hermione – make money, learning, making a contribution, increasing the greater good • Alexis – green issues to reduce carbon footprint, energy, environment, future focus, make money • Dianne – travel, speculative, edgy, fun, have a solid base of blue chips (20%) and speculative (80%), pick 4-5 stocks and sell in 6 months if not performance, retain performing stocks • Julie-ann – food, feeding the world, Australian primary produce, fun, edgy, finds stocks like BHP boring • Peta – open to any stock, happy to be more speculative, have more edge in portfolio mix, interested in overseas stocks • Andrea – wants to set goals for motivation, graphs are good for this, need broader goal for the group, do we want $100k in 12 months, track goals, good for economy, diverse interests eg IT energy • Elizabeth -

  7. Goal Categories

  8. 1. Our goals - financial

  9. 2. Our goals - portfolio

  10. Portfolio roles Process for managing shares: Existing shares: report own by exception. Detail any risks, opportunities and changes . If “hold” recommended, no report required. Record actions on running sheet (EJ to draft pro-forma) Future shares: Any partner may forward a proposal to buy a new share by forwarding completed business case in writing to PT for sector comments and chair 1 week prior to meeting. (PT to draft proforma)

  11. 3. Our goals - learning

  12. 4. Our goals – about us

  13. Annual agenda items (to be completed)

  14. Keep-Stop-Start

  15. Individual partner commitments

  16. Workshop Agenda

  17. Objectives for our workshop – did we achieve them? • Renewed sense of purpose & enthusiasm 10/10 • Provide a catalyst to a more proactive club 10/10 • Refocus 10/10 • More definition around our purpose & future goals 10/10 • Tap into the deeper wisdom & passion of the group to create a more energised year of success for Savvy 10/10 • Put in place a defined strategy for continuing 9/10 • Consolidated framework to move forward 9/10 • Clear understanding of what each of us is looking to get from our association 8/10

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