Challenge : Planners Visit   Primary Tool for Design Thinking : Learning Launch     Kindly note :   1 ) Background and details have been given , to help the peers and others , to understand   better , the domain / industry .   2 ) Its important , that the challenge is explained both in the context and at a specific   level .   3 ) While one of the four design thinking tools presented in the course has to be selected ,   there may be an overlap , but the primary tool is mentioned here , for the purpose of this   assignment .     Thank you for your time and to review this case .     Background :   � I am one of the Founder Members of the Council of Financial Planners , Bengaluru ,   India .    � Currently , I am the President , supported well , by a talented , diversified group of   Professionals .   � The services are on a Pro - bono basis .   � This is , a not - for profit , organisation comprising of CFP Certificants &   Professionals in Financial Service space .   � Our mission is , to harness the strengths , experience and diversity of recognised   Certified Professionals in Personal Finance , to achieve Financial Literacy .   � Who are the stakeholders ? Financial Consumer in the center , the regulator , the   intermediary ( a self employed independent professional and /or an institution )     Challenge :   Managing , a not for profit organisation , by itself , is a challenging task .    But thankfully , due to a set of individuals who are committed to our mission , we are able   to fulfil our objectives and use this , for Continuing Professional Education and to make it   relevant and meaningful , to all Professionals associated with it .     Now coming to the specifics of the challenge .   Every year , as part of our Knowledge Management Event , we have an annual convention .   To be creative and relevant to the times , its theme based , reflecting the macro   environments .     Being , a not for profit , we get this subsidised by the Asset Management Companies and   other Principals , sponsoring part of it .   This also helps us , to manage the expenses incurred for the Venue , Travel , and logistics in   addition to , subsidising the cost of the event to registered participants . 

 We strive to be innovative and ensure , a theme chosen reflects the concerns and   challenges being faced in the industry .   The expected outcome is make the participants fully charged with the perspectives   gathered and to progress further in their profession .     Specific Challenge : Planners Visit   Primary tool used to make it a success : Learning Launch   � This is a one day event , followed with second day a workshop and culminating on   third day , with a Convention .   � The collaboration for this was with FPA ( Financial Planning Academy )   � What is , generally followed elsewhere , in other countries in Canada , US , Malaysia ,   Singapore , is the delegates are given a list , profile , niche area of the practice of the   chosen CFP Professionals . Based on that , the Planners Visit is organised .   � A group of participants visit the offices of these professionals , based on their   interest to interact with the Key People and have learning ’s from them .     We were attempting this for the first time in India .     What did we do ?     We formed a small team . Creative and open minded , to tinker   around with the format   and make it a fun for learning exercise .     When we try , to map the journey , in terms of user experience and issues from the Indian   context , we identified the following :   1 ) To visit a planner at his / her office , is time consuming and can be avoided , due to traffic   woes and issues .   2 ) Office Infrastructure and Parking an issue .   3 ) Being Self Employed Independent Professionals , not many are equipped to handle the   Delegates .   4 ) India is too diverse with professionals practising in different cities which are distant .   5 ) Travel , logistics can be a nightmare if not handled properly   6 ) Being a not for profit , we do nt have a bandwidth to manage due to constraints in   resources .     Formation of an Idea - Learning Launch     1 ) What if the Planners not just from Bengaluru , but across the Cities of India , specially   Mumbai , New Delhi , Chennai and other places were invited to a common place , the venue   itself ? 

 2 ) What if they were given a breif and asked to share the success stories and the   learning ’s ?   3 ) What if they were chosen based on the niche area of the practice or specialisations ?     This addressed some of the key issues raised from our context ?   From the delegates point of consideration the following was then identified .   � From the participant ’s point of view , how do we help them to choose which   planner ?   � How do we ensure , that they do n’t get a feel or a regret , which they missed out   learning from another professional ?     As a Learning Launch what did we decide to do ?   1 ) Select 12 Planners preferably distinct from one another in terms of type of practice .   2 ) Delegates were randomly allocated one of two Conference rooms .   3 ) 6 Planners per room made their presentations in the respective rooms .   4 ) We assembled all in the later part of the evening in Single Room .   5 ) Participants and Planners shared their own experiences and learning with the other   groups .   6 ) Well coordinated by a team of Volunteers .     This was a huge success and acceptance and as a result of this , they have adopted this   method / format in other places across .     Insights :   1 ) If , there is clarity in purpose and the expected outcomes , the ideas flow .   2 ) Localise , to make it more meaningful and relevant .   3 ) Focus on priorities .   4 ) Question assumptions .   5 ) Seek contrarian views , this helps to get better perspectives .       Approach :   1 ) Seek proactively the expectations and areas of professional help required from   prospective delegates .   2 ) Seek planners who would value add their experience to other fellow professionals .   3 ) Create an ambience or comfort zones where there can be more one to one interactions .   4 ) Bring the Young /Upcoming and the Older Professionals ’ to have different   perspectives / Learning ! 


EMAIL: 
ID_NUM: 
NAME_STUDENT: 
PHONE_NUM: 
STREET_ADDRESS: 
URL_PERSONAL: 
USERNAME: 

### Task: You are a PII (Personal Identity Information) Detection. Given a essays written by students, you have to identify ONLY the following:
NAME_STUDENT - The full or partial name of a student that is not necessarily the author of the essay. This excludes instructors, authors, and other person names.
EMAIL - A student’s email address.
USERNAME - A student's username on any platform.
ID_NUM - A number or sequence of characters that could be used to identify a student, such as a student ID or a social security number.
PHONE_NUM - A phone number associated with a student.
URL_PERSONAL - A URL that might be used to identify a student.
STREET_ADDRESS - A full or partial street address that is associated with the student, such as their home address.
### Input: Challenge : Planners Visit   Primary Tool for Design Thinking : Learning Launch     Kindly note :   1 ) Background and details have been given , to help the peers and others , to understand   better , the domain / industry .   2 ) Its important , that the challenge is explained both in the context and at a specific   level .   3 ) While one of the four design thinking tools presented in the course has to be selected ,   there may be an overlap , but the primary tool is mentioned here , for the purpose of this   assignment .     Thank you for your time and to review this case .     Background :   � I am one of the Founder Members of the Council of Financial Planners , Bengaluru ,   India .    � Currently , I am the President , supported well , by a talented , diversified group of   Professionals .   � The services are on a Pro - bono basis .   � This is , a not - for profit , organisation comprising of CFP Certificants &   Professionals in Financial Service space .   � Our mission is , to harness the strengths , experience and diversity of recognised   Certified Professionals in Personal Finance , to achieve Financial Literacy .   � Who are the stakeholders ? Financial Consumer in the center , the regulator , the   intermediary ( a self employed independent professional and /or an institution )     Challenge :   Managing , a not for profit organisation , by itself , is a challenging task .    But thankfully , due to a set of individuals who are committed to our mission , we are able   to fulfil our objectives and use this , for Continuing Professional Education and to make it   relevant and meaningful , to all Professionals associated with it .     Now coming to the specifics of the challenge .   Every year , as part of our Knowledge Management Event , we have an annual convention .   To be creative and relevant to the times , its theme based , reflecting the macro   environments .     Being , a not for profit , we get this subsidised by the Asset Management Companies and   other Principals , sponsoring part of it .   This also helps us , to manage the expenses incurred for the Venue , Travel , and logistics in   addition to , subsidising the cost of the event to registered participants . 

 We strive to be innovative and ensure , a theme chosen reflects the concerns and   challenges being faced in the industry .   The expected outcome is make the participants fully charged with the perspectives   gathered and to progress further in their profession .     Specific Challenge : Planners Visit   Primary tool used to make it a success : Learning Launch   � This is a one day event , followed with second day a workshop and culminating on   third day , with a Convention .   � The collaboration for this was with FPA ( Financial Planning Academy )   � What is , generally followed elsewhere , in other countries in Canada , US , Malaysia ,   Singapore , is the delegates are given a list , profile , niche area of the practice of the   chosen CFP Professionals . Based on that , the Planners Visit is organised .   � A group of participants visit the offices of these professionals , based on their   interest to interact with the Key People and have learning ’s from them .     We were attempting this for the first time in India .     What did we do ?     We formed a small team . Creative and open minded , to tinker   around with the format   and make it a fun for learning exercise .     When we try , to map the journey , in terms of user experience and issues from the Indian   context , we identified the following :   1 ) To visit a planner at his / her office , is time consuming and can be avoided , due to traffic   woes and issues .   2 ) Office Infrastructure and Parking an issue .   3 ) Being Self Employed Independent Professionals , not many are equipped to handle the   Delegates .   4 ) India is too diverse with professionals practising in different cities which are distant .   5 ) Travel , logistics can be a nightmare if not handled properly   6 ) Being a not for profit , we do nt have a bandwidth to manage due to constraints in   resources .     Formation of an Idea - Learning Launch     1 ) What if the Planners not just from Bengaluru , but across the Cities of India , specially   Mumbai , New Delhi , Chennai and other places were invited to a common place , the venue   itself ? 

 2 ) What if they were given a breif and asked to share the success stories and the   learning ’s ?   3 ) What if they were chosen based on the niche area of the practice or specialisations ?     This addressed some of the key issues raised from our context ?   From the delegates point of consideration the following was then identified .   � From the participant ’s point of view , how do we help them to choose which   planner ?   � How do we ensure , that they do n’t get a feel or a regret , which they missed out   learning from another professional ?     As a Learning Launch what did we decide to do ?   1 ) Select 12 Planners preferably distinct from one another in terms of type of practice .   2 ) Delegates were randomly allocated one of two Conference rooms .   3 ) 6 Planners per room made their presentations in the respective rooms .   4 ) We assembled all in the later part of the evening in Single Room .   5 ) Participants and Planners shared their own experiences and learning with the other   groups .   6 ) Well coordinated by a team of Volunteers .     This was a huge success and acceptance and as a result of this , they have adopted this   method / format in other places across .     Insights :   1 ) If , there is clarity in purpose and the expected outcomes , the ideas flow .   2 ) Localise , to make it more meaningful and relevant .   3 ) Focus on priorities .   4 ) Question assumptions .   5 ) Seek contrarian views , this helps to get better perspectives .       Approach :   1 ) Seek proactively the expectations and areas of professional help required from   prospective delegates .   2 ) Seek planners who would value add their experience to other fellow professionals .   3 ) Create an ambience or comfort zones where there can be more one to one interactions .   4 ) Bring the Young /Upcoming and the Older Professionals ’ to have different   perspectives / Learning !
### Output: 