plonkee money an english-er's thoughts on personal finance

December 24, 2007

exploring my 2008 financial goal

Filed under: Uncategorized — plonkee @ 12:00 pm

microscopeI mentioned before that my big financial goal for 2008 is really in connection with my career. I plan to gain chartered status – a mark of professional competency – and use that to obtain a promotion.

This goal isn’t a stretch target, but it isn’t straighforward either. Working backwards, to gain chartership, I need to complete the application form in which my personal statement should explain how I meet the relevant requirements.

The requirements are a list of competency statements and associated levels. I have a collection of evidence documenting the first 4.5 years of my career mapped against the competency statements but not against the levels. I’m missing the evidence from the last year or so – a collection of projects I’m working on that are not yet complete – so I need to write that up. I also need to assess my evidence against the levels required. So that’s two actions there:

  • write up the evidence from 2007
  • assess all evidence against levels

Once that is complete, I need to see whether there are any gaps in my experience, and work out how to fill them, given my current work plans for 2008. This will probably be a combination of on the job experience and maybe a couple of short courses. If there are things that I need that aren’t straightforward to fulfil given what I know I’m going to be doing anyway, I need to enlist the support of my line manager to make sure that they happen. So that gives me three actions:

  • determine whether I have any skills gaps
  • if possible, use my current planned work to fill some gaps
  • if necessary, enlist the support of my manager to help me fill the remaining gaps

The meat of the work is then doing the work and/or training to ensure that I do in fact meet all the requirements of chartership. Then the final element is writing up the application and gaining the relevant references.

Image by xmatt

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