Initial PD Plan and project

[cactuar]

Hi,

I was going to submit my initial PD plan today, but I just realized that there is a 1 page project outline on the SOA PD website.

Do I need to have something similar or is the project outline based on the Model Plan sufficient for the initial plan?

In addition, for the distance learning option, does anyone know when is the effective date of the courses? In other words, if I already have 15 PD credits before submitting the PD plan, can I still use the distance learning option?

Many thanks.

[mr.c]

I would only use the outline on the Model Plan if it actually is what you are going to do for your project. I rewrote mine, but only included a paragraph or two and a few bullet points.

If you already have 15 pre-IP credits, the only way that you can do distance learning is if:
1) you are using the product development CD or virtual campus which have no effective dates or
2) you use distance learning for an event that hasn't happened yet. Unfortunately, the effective date associated with listening to a tape is the date of the event and not the date of listening.

[tope]

What, in terms of content do they expect from you, do they want to see a lot of write uops including graphs and what like, i mean how much content do we need to have to get a full 15 credit.

What do you have to submit for the initial plan, do you submit an Executed plan only if the intial plan does not work out, or you have to submiot 2 different things

The following exerpts for the SOA webpage doesnt really clear it for me

Does the Initial Plan document differ from the final plan document, I mean is the plan document your project?

The candidate files an initial plan package with the SOA office, Attn: PD Committee. The package must contain the following:


Initial plan document – signed by the candidate and advisor (Model or custom plan)
Letter of Commitment – signed by the candidate and advisor
PD filing fee and payment form

[Transdermal Celebration]

On soa.org, there is a link to a document for the PD Overview. Inside that document, there is another link to excerpts from successful PD plans. In there they give sample write ups of seminars, projects, and a sample report for the executed PD plan. It's helpful, even though it's hard to find.

[Anonymous]

By the way, Cactuar -

Any of your 15 units that are from pre-2000 conversion credits aren't counted against you as part of that 15 unit maximum you referred to.

Example if you have 5 pre conversion credits and 10 credits from a seminar you went to before your effective date, you have only used 10 units of your 15 unit limit and you can still use some distance learning credits before your effective date.

I was told this by the SoA over the phone and also got an email confirmation.

Not sure if that is news to you or anyone else out there but I just thought I'd mention it. :)

Good luck!

[cactuar]

Thanks for all the information.

I don't have any pre-2000 credits, so I will not be able to make use of the distance learning option. But I only need a few more non-approved credits, hopefully there will be some seminars/meetings in the next 2-3 months.

[sb_jim]

Everyone please stop worrying about the initial plan. You file it, the SOA responds that they have received it, and you go about completing your PD credits until you are done and then you file your executed plan materials.

THE SOA DOES NOT REVIEW YOUR INITIAL PLAN. I don't think they even read it. It can be anything that you and your advisor choose to sign off on. It is not graded and will not be rejected by the SOA.

This is the easiest part of the PD process. Just file something and get busy.

[Michel de Nostradamus]

Thanks for the tip, sb_jim.

[Soccerboy]

Do you REALLY have to do a presentatio to your peers and have them send feedbacK