EOS
Consumer Duty
EOS
V/TO
3600

A Company's _____ is a matter of defining who you are, where you are going, and how you will get there.

MISSION
VISION
1-YEAR PLAN

VISION

3600

A new Consumer Principle that requires firms to act to deliver good outcomes for ____ customers.

Manufacturing

Merchandising

Retail

Medical

Accounting

Financial 

Retail

3600

___ is a visual of what you do, time and time again, to deliver value to your customer over the life of the relationship.


Proven Process

Accountability Chart

Traction

GWC

proven process

3600

What are TSP Core Values?

Give all three.

We strive for excellence

We Care

We will find a way

4000

The EOS tool that helps your leadership team define, document, agree on and share the company Vision is called VTO. VTO Means..

Vision/Time Organizer
Value/Traction Organizer

Value/Time Organizer

Vision/Traction Organizer

Vision/Traction Organizer.

4000

Cross-cutting rules providing greater clarity on our expectations under the new Principle and helping firms interpret the four outcomes (see below).  

FILL IN THE BLANK

  • products and services  
  • price and ______
  • consumer understanding  
  • consumer ______


Value

Support

4000

The _____ allows your leadership team to "PAINT" powerful picture of the future so you can see what they are saying.

1-year plan

3-year pictures

Quarterly rocks

Weekly level 10 meetings

3 - year picture

4000

What is TSP Core Focus

Clue. First two words are Making positive...

Making positive impact on people's lives by growing and protecting their wealth

4400


Whereas Core Values define who you are as an organization. Core ____ defines what you are.

Mission

Niche

Focus

Wealth


focus

4400

Rules require firms to consider the needs, characteristics and objectives of their customers – including those with characteristics of _________ – and how they behave, at every stage of the customer journey.


Independent

Vulnerability

Restricted

Dependent 

Vulnerability

4400

This is where we start to take the VISION down to the ground.

1-year plan

3-year picture

Quarterly Rocks

Weekly Level 10 meetings

1-year plan

4400

Who is our Visionary?

Ricky

Caroline
Raj

Ricky

5000

The V/TO aligns your leadership team around the answers to 8 essential questions about the business. 

Provide 2 essential questions.

What are your core values?

What is your core focus?

What is your 10-year target?

What is your marketing strategy?

What is your 3-year picture?

What is your 1-year plan?

What are your rocks?

What are your issues?

5000

The rules and guidance come into force on a phased basis:  

  • for new and existing products or services that are open to sale or renewal the rules come into force on 31 July 2023  
  • for closed products or services, the rules come into force on _____


31 July 2024

5000

Under core focus, your WHAT is known as a ________.

It identifies what you do better than anyone else.. 


Values

Niche

Mission

Vision

V/TO

Niche

5000

One of the goals for the year is to run a campaign with the theme of "______ __ ______"

Striving for excellence