Accelerate Series | Turn Needs Analysis Into Effective Conversation: Target-Map Best Practices & Enhancements

Needs analysis can turn into a wall of numbers fast. Funding gaps, assumptions, and scenarios can feel daunting, causing clients to check out right when you need them most engaged. The math is right, but the conversation stalls. Target-Maps fixes this, turning complex goal analysis into something clients can actually see, follow, and act on. Whether they're fully funded, underfunded, or somewhere in between, Target-Maps is the first step in guiding them towards meeting their future goals.

Join us for a deep dive into Target-Maps best practices, including the math and logic behind the numbers, how to build side-by-side comparisons, cloning scenarios for what-if planning, and more. We’ll also walk you through new enhancements to Target-Maps preferences, helping you walk into live planning sessions confident that your core assumptions and planning frameworks are already locked in and aligned across your entire practice.