2. This training webinar will be recorded
This recording will capture:
Audio
Images
Screenshots
Prior to Getting Started
Please contact the
Webinar Host with
questions or concerns
3. Webinar Guidelines
• Ensure you are logged in
• Audio
• Computer
• Raise your hand
• Use emoticons/tools
• Be engaged
• Participate
4. At the end of the course, the associates will
be able to:
Follow the Effective Decision Making Job
Aid
Present preferred option to management
Implement selected decision
Effective Decision Making
5. 1. Can existing procedures be followed?
2. Is additional information needed?
3. Broader issues or implications?
Regulations
Tax Reporting
4. What are the options?
Effective Decision Making
This is a general roadmap to follow:
6. 5. Evaluate impacts of the options
6. Select the best option
7. Explain the decision to management
8. Implement decision
9. Evaluate the outcome
Effective Decision Making
7. Take Aways
Use the text tool to add a take away.
A business decision does not have to be made for every
situation.
I must take in consideration tax
implications
There might be more than one
option for each request or need.
I need to evaluate my
decision after I have made
it for future situations
Need to remember to get
manager approval
8. Not a Yes or No guide
Not all actions/questions will apply
Assessing risk
Effective Decision Making
Not every situation needs a decision
Editor's Notes
This webinar will be recorded for future training purposes only. This includes this recording being implemented for Just in Time training for associates when needed. The contents of this session belongs to the Training Department and should not be copied or shared with permission of the Training Department. This recording will capture all likenesses of each participant. The red recording light will be visible once the recording has begun.
Be sure that your telephone and computer are successfully linked to the webinar. This will ensure that all audio and screens are visible during the recording. Contact the Host of this webinar for system issues and challenges.
Discuss objectives of the class and answer participant questions concerning the course.
Gather all information about the caller’s requestIs there a procedure or policy in place?Are there account notes on the account?Evaluate the information that has been gathered. Is it relevant to the situation and sufficient to move to a resolution?Is the information/policy provided by IRS or SEC regulations? Will there be tax complications?Get input as needed to identify ALL relevant options.Questions/Comments/Concerns?
Get input to ensure that all the impacts have been consideredPrepare to approach management for approval by organizing the options and impactsInclude resources used and facts.Add account notes. Summarize the situation, option selected, and the approval that is needed.Think back on the decision that was made. What did you learn? How can you apply that knowledge going forward?Questions/Comments/Concerns?
Use the text tool within WebEx to add a take away from today’s session.Your thoughts will benefit the other participants.
This is not a job aid that will give you a yes or no answer at the end. It helps you in developing a process.Some steps will only apply in certain situations. Do not force fit each step. Assessing risk when making a business decision is one of the most important steps. *** Thank participants for attending and review how the recorded session can be accessed for Just in Time training.
