Initial plan document

[Papa]

While the SOA website gave an example of an executed plan document, I do not see an example of an initial plan document anywhere. Based on what I read, the initial plan document could be a half-pager including objectives (perhaps 1 - 2 sentences) and a list of activities which meet those objectives. (In my case, under 5 sentences).

This sounds thin. Can anyone comment or point me to an initial plan example?

Thanks

[E]

http://www.soa.org/ccm/content/exams-education-jobs/candidate-and-exam-information/model_plans/

[Bama Gambler]

Yes, I just used the Valuation Model plan verbatim.

[Papa]

Thanks for the response.

O.K., so does that mean:

Model plan = Initial plan document?

[Bama Gambler]

Yes.

[Papa]

Thank you. That does clear up a lot.

[soa]

But the model plan usually cover a lot of different area, and what if you take away some. Example, I am taking the Life - Product development, and take out the taxation part, and switch the credit to the market analysis part. Would that be ok?

[YZM]

Hi, guys.

Do I have to include the meetings I am going to attain, CDs to buy in my initial plan documents?

Thanks

YZM