A timeline of 12 months can be used for your Plan. Fill in the template incorporating the following 9 items. These items and the layout will already be structured for you within the template. As with Task 1, this template will be suitable for brokers already in the industry, employed or self-employed or for those who are aiming to join the industry in the future. Business plan: Marketing activities:

1. Business Purpose ie. Mission

2. Goals and Objectives Professional Relationships

3. Target Market

4. Information Management

5. Financial/Funding Plan

6. Risk Management Strategies

7. Networking and developing

8. Marketing Goals and Strategies

9. Client Retention Strategies