Learning that
changes my approach.

Recognising progress, questioning assumptions and making the next step deliberate.

Every customer is different

Running my business means adapting to different customer needs and expectations. This continues to develop my communication, financial judgement and management skills.

My next step is to make that learning visible by recording feedback, reviewing decisions and testing one improvement at a time.

What the Capstone challenged

From returns to conditions
Testing the forecast showed me how demand, prices and costs could threaten the venture’s employment aims. Applying finance to UN SDG 8 meant examining whether the proposed social benefits could be sustained.
From my discipline to the team
John’s focus on early cash challenged my preference for ownership. Combining his budget, Megan’s demand research and Jayden’s operational input helped me support a lease-first recommendation grounded in the team’s evidence.
From detail to judgement
The model’s ride growth exceeds capacity, and its one-at-a-time tests miss combined risks. I need to correct these limits before relying on later projections.

Strengths & development needs

Using evidence

What I can build on

Owning Stikkys has developed initiative and accountability. Customer feedback about clear communication supports a strength I can take into professional work. My Capstone contribution provides evidence of financial modelling and collaboration.

Where I need to improve

I want to strengthen model validation and explain financial information more concisely. For automotive finance and insurance, I need to learn the products, quotation and financier approval processes, documentation requirements and compliance procedures. I’ll develop this knowledge through training and supervised practice.

The Senior Accountant at Lighthouse Service Partners emphasised using evidence to support recommendations. I’ll apply that advice by recording feedback, checking my work and measuring what improves.

My next steps

These actions connect my current experience with the customer service, accuracy and learning expected of an automotive finance and insurance sales trainee.

  1. Make customer learning a habit

    Over four weeks

    Keep a short weekly record of customer feedback, difficult decisions and lessons. Identify one change to the service or booking process.

    Evidence of progress
    Four weekly entries, one documented change and a comparison of customer feedback before and after.

  2. Strengthen financial model checks

    Before my next model recommendation

    Use a checklist covering formula signs, tax-loss treatment, cash reconciliation and capacity constraints. Test a combined downside scenario and ask a peer to review key assumptions.

    Evidence of progress
    A completed checklist, reconciled outputs and peer comments showing which assumptions or errors I changed.

  3. Learn the finance and insurance process

    First four weeks of workplace training

    Complete assigned product and compliance training. Practise explaining options and preparing quotations and application paperwork under supervision, then seek feedback on accuracy and clarity. Learn the dealership’s systems and how to coordinate with the sales team.

    Evidence of progress
    A training record, checked practice quotations and application documents, and supervisor feedback showing what I corrected and improved.

How I will assess progress

I’ll compare new evidence with my starting point, seek feedback and record what I changed. If an approach does not improve the result, I’ll revise it. Progress means clearer decisions and more reliable work.