Any big business action is a project. For example, a project can be the launch of a new direction, a move to a new office, or planned work under an agreement with a client.
If a company, employees or department periodically perform essentially the same actions, then this can be standardized and made a template. The project template will help:
prepare in advance the structure and logic of the work so that everything is done not out of order, but according to plan;
get a clear plan of action;
save planning time because the same templates are used in standard situations;
monitor the progress of work.
Let’s say we have a company that sells household appliances. We have an actively developing network and we are constantly opening new stores in different cities. The opening of each store is a separate project, but all such launches are similar to each other.
In order not to start from scratch every time, you can create a project template once and then use it to open new stores. This is what we will do now – we will prepare a project template for the opening of a store in a new city. Next time, when we need to open another store, we’ll just take this template and create a new project based on it. At the same time, all dates, key actions and steps for their implementation will already be spelled out in the project.
New template and project stages
To create a new template, open the list of templates (section Projects → Project templates) and press the button “Create template“. Let’s call it “Opening a store in the city <.......>“.
Speculative operations in the foreign exchange and stock market. Work with futures and indices on CME. Work on FORTS and RTS. Development of portfolios and investment strategies for clients. Knowledge of technical (price charts of various types, indicators and oscillators, trends, channels, support / resistance levels) and fundamental analysis, take note of news. I work according to my trading strategy in compliance with the rules of capital management and risk management. Development of trust management strategies. Technique of order execution, placing and changing protective stop-losses, hedging.