R3 COACHING - Covid-19 Change Worksheet
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404-497-7680
KingdomAdvisors.com
800.277.2861
www.Right3.com
INSTRUCTIONS FOR USE:
1) File > Make a Copy (in your personal Google Drive) or
2) File > Download > Microsoft Excel
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Covid-19 Change Analysis & Planning
When guiding your firm through the pandemic, it's important to clarify the items to keep, change, and temporarily shift. Use this helpful worksheet to help you organize your plan, as you adapt and help your clients survive and thrive through Covid-19.
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FIRM NAME
[Financial Advisor's Practice]
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DATE[XX/XX/XXXX]
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MUST NOT CHANGEWHAT CHANGEDTEMPORARY - CHANGE BACKCHANGES TO KEEP OR MAKE
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