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How to Win in 2014 Part I: Free Business Development Planning Template

As you ring in the new year, it’s time to set your 2014 goals.

Whether you’re a fund manager gunning for a target IRR or an investment banker aiming to grow your advisory revenues, it all comes back to having a strong deal or client pipeline.  And in order to build a robust pipe, you need a killer business development gameplan.

We built this free excel template to help you come up with a BD plan that positions you for a homerun in 2014.  It will allow you to:

  • Define your goals
  • Determine measurable targets
  • Set deadlines for meeting them
  • Structure actionable channels for execution

Access the template below:

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