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How to Make an Annual Plan that Helps You Hit Your Goals

Discover the 5-Step Annual Planning System that enabled my clients to get ahead of familiar challenges, create effective strategies to reach bigger goals, and helped their team stay on track throughout the year.

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Powerpoint Slides

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5-Step Annual Plan System

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Annual Plan Template

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Annual Plan Sample

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Annual Legacy Giving Plan Sample

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Quarterly Annual Plan Review

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Full participation in How to Make an Annual Plan That Helps You Hit Your Goals for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.