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Phase 2 Outline Two Sessions
Template-driven • Educational (non-advisory)

Professional Training Programs / Phase 2 / Outline

Phase 2 — Operational Design Working Sessions — Full Outline

Phase 2 translates your Phase 1 frameworks into a repeatable operating structure — rules, workflows, and governance — without moving into trade calls, system engineering, or quantitative modeling.

Converts frameworks into clear decision gates(trade / no-trade)
Builds a repeatable workflow(pre-market → session → post-market)
Establishes operational governance so execution stays consistent as you scale
Decision Gate Clarity
A simple structure for when you participate — and when you don’t.
Repeatable Workflow
A consistent operating process you can run daily.
Operational Governance
Checkpoints + review structure that keeps performance stable.
Phase 2 Modules
Two sessions • Templates • Operational design
Format
Two working sessions — approximately 2 hours each(Zoom)
Structured agenda, guided design process, and practical templates
Focused on decision structure and operational governance (not tactics)
Session 1 — Rules & Decision Gates
Translate participation context into clear “trade / no-trade” decision gates
Define regime rules (trend / range / transition) and how your playbook adapts
Set exposure governance concepts (limits and constraints) to reduce hidden concentration
Build a simple operating scorecard / checklist you can follow consistently
Session 2 — Workflow, Execution Process & Platform Operations
Build a repeatable pre-market → session → post-market workflow checklist
Define operational controls (execution checkpoints + review structure)
Platform operations planning (high-level workflow + layout decisions)
Document your operating plan so it can be repeated and scaled
Deliverables & Outputs
Decision gates + regime rules documented as a simple operating standard
Daily workflow checklist (pre / live / post) you can repeat consistently
Execution checkpoints + review structure for accountability
Scope Clarification
Education only. Not included — trade calls, trade setups, strategy building, backtesting, optimization, indicator parameter tuning, portfolio weighting, or quant/stat performance analytics (Sharpe/Sortino/Monte Carlo). No personalized investment advice is provided.
Note: Phase 2 is operational design — turning your rules and governance into a daily process you can run consistently.
Ready to request Phase 2?
Clear scope • Working sessions • Confirm fit
Request / Book Session → Back to Phase 2 ↗