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Exceptional Financial Planning Fact Find Template

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Financial Planning Fact Find Template

This might sound like a strange statement coming from network infrastructure experts. But focusing on appliances and software solutions can lead to the development of incomplete or inadequate solutions and this can be an expensive and humbling mistake! IT Business Continuity and Disaster Recovery (BCDR) is not about appliances, power supplies, routers, switches and servers, it's about supporting business processes.

The third section of the marketing plan is GOALS. This is where you lay out exactly what you want to accomplish with your marketing efforts. Without goals you will never have a benchmark to compare to. If your marketing plan is a one year plan, how will you know if you were successful or not at the end of the year of marketing activities? Another critical element of the Goals section is to schedule evaluation points throughout the duration of your plan. Having these points predetermined will allow you to continually assess the effectiveness of your efforts.

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Financial Planning Fact Find Template

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