Planit:Implementation for Goal Achievement

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
How can I better help my clients implement our action plans so they can achieve their goals?
• Action Plan as a key document
• Prescriptive statements
• Client Education
• Obstacles to Implementation

Keep on Track! Continue training on...
Practice Management

Other Related Topics
Action Plan What Kind of Documents are There? Building Trust
Engagement Process Ideal Clients


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.