money management workshop
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The Exact Steps I Use to Organise a Money Management Workshop in Malaysia

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On 1 and 2 February 2020, I self-organised not one, but FOUR money management workshops in one weekend. Tiring? Yeah. Fulfilling AND profitable? HELL YEAH.

In this article, I’d like to share with you the exact steps I used to plan and execute the workshops, from ideation to execution. I did almost everything myself, with the help of various online tools and platforms.

There are seven steps involved. Use this as a guide if you’re planning to organise your own workshops, in any niche, to earn as side income.

Step 1: Product/Market Fit

Simply put,ย is there demand for money management workshops in Malaysia? Why would I sell something that nobody wants right?

The quick answer is yes, there is demand for money management workshops, because people will always look for ways to be better with their finances. (Side note: it is said that high-demand services are – health, wealth and relationships)

My product/market fit process happened via Twitter. It was honestly so fun to get such instant feedback, thank you so much for everyone who was there!

Step 2: Decide logistics and workshop parameters

After confirming demand, I worked on the logistics and workshop parameters. Some key deliberations for me include:

  • When do I hold the workshops?
  • How long are the workshops?
  • Where?
  • How many pax?
  • What kind of setup?
  • How much will it cost to organise?

Again, Twitterjaya helped a lot in this process ๐Ÿ™‚

Can I just quickly complain about event venues. I was lucky to find a non-busy and private place with the amenities needed for RM80/hour. Per hour!

Step 3: Decide ticketing platform and pricing

For ticketing, I decided to use, the event-organising-and-discovery platform. I’ve used them before and their fees are super reasonable (5% flat fee for Malaysia).

Sure, I could save money on the fees if I DIY-ed the ticketing process but I also saved a lot of time and didn’t have to manually check payments via bank transfers or anything like that.

I briefly considered partnering with workshop-organising platforms like My Weekend Plan, under Personal Development or something. But in the end decided to go solo.

As for pricing, I worked backwards. My priority was breaking even, so that’s how I priced the tickets.

Some of you were amused by this. I am amused by your amusement ๐Ÿ™‚

Step 4: Make the graphics and write event description

Peatix’s step-by-step interface helped with this, all I had to do is fill in the spaces.

Here’s my final graphics and writeup:—

Simple but clear yes? Made with Canva

Kondo-ing Your $$$: A Practical Money Management Workshop with Suraya

Let’s organise your personal finance life so it’s no longer CLUTTERING UP YOUR BRAIN!In this workshop, you will learn:

  • How to set up a system to track your incomes and expenses
  • What expense categories and logging methods to use so you canย finallyย keep your expense-tracking habit
  • How to use STRONG and DIFFERENT passwords for each of your many financial-related accounts (and never forgetting them!)
  • What budgeting style will suit you the most, according to your personality
  • What key aspects of your financial life should you keep track of

You should attend the workshop, if:

  • The organising side of personal finance OVERWHELMS you, to the point that you forever procrastinate on it!
  • You just want to DO IT instead of THINKING OF DOING IT. Get it done
  • You face the ‘I know I should do better but I’m not sure how’ syndrome. Ie – you don’t know what you don’t know about money management
  • The idea of someone hand-holding you through this process feels right. It calms you down
  • You have random questions about money – I consume way too much personal finance content and 99.9% sure I can answer or point you in the right direction, no matter the question

What to bring:

  • Your laptop, your phone, a notebook and a pen
  • Your bank statements/other financial statements, if any (just for you to refer to, I won’t look)
  • A record of your expenses in the last week/month, if any (recommended)

Available workshop sessions:

  • Saturday; 1 Feb 2020; 10am-1pm
  • Saturday; 1 Feb 2020; 2pm-5pm
  • Sunday; 2 Feb 2020; 10am-1pm
  • Sunday; 2 Feb 2020; 2pm-5pm

The workshop will be personally conducted by myself, Suraya Zainudin, the founder of personal finance blogย I’ve been optimising my personal finance system for many years – view a record of myย monthly budget updatesย to see how an organised system is beneficial in practice ๐Ÿ™‚

Note: I am *not* a financial advisor. This is a personal finance + organisation workshop, not a financial advisory workshop. I can share what I invest in and the financial products that I use (if asked), but those are for sharing only. I have nothing to sell to you (except for the tickets to this workshop).

All tickets are NON-REFUNDABLE, on first-buy-first-serve only. However, if you can’t make it, you can transfer it to someone else (for the same date/timeslot only).

Hey, you wanted to be better with money in 2020. Make it happen. Consider this an investment in yourself. See you there!

I’m quite happy with my copywriting job here. Workshop participants seemed clear about the workshop deliverables. Most importantly, I didn’t mislead anyone into thinking I’m a financial advisor.ย 

Step 5: Market the event

Step 1-5 all happened within the same day, by the way. That’s the advantage of being self-employed – you’re agile af. No need to get permission from anyone – you just bulldoze ahead and solve problems as they come.

For marketing, I just used social media – Twitter, Facebook and Instagram. I was too lazy to design another poster so I published the same one on Instagram in this style, which ended up taking more time than necessary. Padan muka malas lagi.

Step 6: Reassuring myself – do I have the skillsets needed to execute it?

After all that, I was in full-on marketing and workshop planning mode. It was solving problem after problem after problem.

Tbh this was a hard step for me. I second-guess myself a lot. I questioned if I actually have the skillsets OFTEN. One minute I thought I did and the next, I question my abilities. I fake my confidence like, half the time.

Thank you everyone for your wonderful advice and suggestions. Somehow, knowing that everyone goes through the same things – except for narcissists I guess – helps a lot. My takeaway is just this:ย you gotta do what you gotta do. I *want* to challenge myself, so I did, and that was that.

My whole plan was basically to overprepare. I delivered mock sessions. I got feedback. I tweaked. I made notes. I studied. I practiced by talking to the mirror like an idiot.

Step 7: Deliver the workshop

The night before the workshop, I couldn’t sleep very well. I kept waking up, thinking I forgot something, anything. I panicked more times than I can remember.

But it went well. Alhamdulillah, it went very well, based on testimonials received so far.

(But of course I am my own worse critic and my head kept going back to the places I fumbled andย sigh why am I not cursed with overconfidence why)

Total earned from this money management workshop sessions

Gross profit from ticket sales: RM4,414

Total Expenses: RM1,687.08 (breakdown below)

  • Peatix fee: RM220.70
  • Event space rental and cleaning fees (2 days): RM1,040
  • F&B: RM426.38

Therefore, all of the work above earned me nett profit: RM2,726.92.

Final thoughts

The profits made me happy, obviously, but more than that it proved that I don’t need to depend on sponsored posts to make a living as a personal finance blogger. Do you understand how important that is to me?

That means now, more than ever, I have the power to NOT work with clients unsuitable for the Ringgit Oh Ringgit platform and audience. That’s a BIG takeaway.

Secondly, wow I can’t believe I self-organised a workshop. On my own. Self-sufficiency, ftw. I can add this to my available services in my Hire me page ๐Ÿ˜€

Thirdly, I managed to do it with zero waste?! No food went to waste, and no paper waste too. Was worried about being strict with this but happy that it turned out well, no one asked for printouts.

Lastly, I want to thank the workshop participants (again!) for coming. Some of you told me you’ve been following my writing for years, wow! I’m so happy to have met you in person. Thank you thank you thank you. Until the next time we meet again!

Other articles in the Exact Steps series:

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  1. Thanks for organizing a workshop for those who wants more knowledge on personal finance(PF).
    I would suggest you approach more young working adults or college kids to increase their knowledge on PF. I wish i knew this way earlier so i could have saved or invested more.

    1. Hey Ivan,

      It was my pleasure ๐Ÿ™‚

      Re: approach young working adults – I’m not the pushy type. They want, they can google and hopefully find me and my articles. Most people only ‘get serious’ with their finances when they’re ready, not when theyre asked to

  2. Achievement unlocked! Plan your own workshop for the first time successfully!

    You have done a really awesome job of organizing a workshop! And it is your first time! All by yourself! Bravo! I am so impressed!

    Moreover, you are now more confident in getting more income without sponsor posts, which is good news for readers like me. A blog with genuine content and opinions from the author is always preferable, rather than sponsored content.

    Keep up the good work Suraya! ๐Ÿ™‚

  3. Hi Suraya,
    Wow! Wish I had known about this workshop sooner. I would have come. Iโ€™m glad it went well. Hope we can meet up one day ๐Ÿ˜‰

    1. Hi Kuti!
      I’m so overwhelmed by the positive reception honestly. Might do it again! And would definitely love to see you again!

  4. hi Suraya,,,

    i think its a great idea… I m in my mid 40s and i have no idea of money management….
    i wonder if you give personal online course… i am from up north. and no way , can i come down but i can spend a few hours in my pjs learning from you.

    1. Hi MS,

      Thanks for the support! I’ve gotten some requests about making an online course, I think it’s time to actually do it!

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