A Pragmatic Path to Achieving Your Goal
The following example is a scenario where a professional successfully managed to achieve their goal of defining the purpose of financial literacy training for a money management course:
Gordon is the manager of a credit union in Topeka, where he supervises 21 bank tellers from all walks of life. After a number of the tellers he works with had approached him with advice related to their own personal finances, he decided to organize a course for everyone. First, he would need to define the objectives of financial literacy training provided by him. He already had a solid grasp of the subject matter, but there were still some key pieces missing – ones that he would need some help for.
After doing a little surveying with some of the tellers, Gordon quickly realized that what this group of employees needed was a crash course on the fundamentals of personal finance.
Set Goals: Objectives of Financial Literacy Training
Gordon realized that his near-term goal was to teach this group of bank tellers some personal finance principles that would help their money-related lives sooner rather than later. Because of the wildly varying availability of everyone that he worked with, he understood that – at the absolute maximum – each teller could participate for 2 hours every week. That’s why, when it came to the purpose of financial literacy training he was planning, he was happy to do a condensed version.
Near the end of this program, his eventual aspiration was that this group of bank tellers would rise to the “applying” level of knowledge in this subject.