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Strategy Workshop Summary

Strategy Workshop Summary. avvy Investment Network 27 & 28 November 2011 Sorrento Hotel. 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.

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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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