Creating Plans

This guide walks you through creating a new strategic plan from start to finish.

Before You Begin

Before creating a plan, consider:

• Plan Type - What kind of plan are you creating? (Organization, Service, School, etc.)
• Timeframe - When does this plan start and end?
• Stakeholders - Who needs access to this plan?

Creating a New Plan

1. Navigate to Plans

   Click “Plans” in the sidebar to open the plans section.

2. Click “Create Plan”

   Look for the “Create Plan” button (usually in the top-right corner).

3. Fill in Basic Information

   • Title - Give your plan a clear, descriptive name
   • Plan Type - Select the appropriate type
   • Description - Add a brief summary of the plan’s purpose
   • Start Date - When the plan period begins
   • End Date - When the plan period ends

4. Save and Continue

   Click “Create” to save your plan. You’ll be taken to the plan editor to add content.

Setting Up Your Plan

Once your plan is created, you can add content through different tabs:

Overview

The Overview tab contains foundational elements:

• Mission - Your organization’s purpose
• Vision - Where you want to be in the future
• Values - Core principles that guide behavior
• Strategic Issues - Key challenges to address

Click on any section to edit it. Changes are saved automatically.

Orientations

Orientations are your major strategic directions:

1. Click “Add Orientation” to create a new one
2. Enter a title and description
3. Optionally add engagements under each orientation

Orientations help organize your objectives by strategic theme.

Objectives

Objectives are specific goals within your plan:

1. Click “Add Objective”
2. Enter the objective title and details
3. Set priority (Low, Medium, High)
4. Optionally link to an orientation
5. Add actions and key results

See Objectives & Actions for more details.

OKRs

The OKR tab shows Key Results across all objectives:

• View all key results in one place
• Track progress with visual indicators
• Filter by status or responsible person

See OKRs for detailed instructions.

Adding Team Members

To give others access to your plan:

1. Open Plan Settings

   Click the settings icon or “Permissions” in the plan menu.

2. Add a Member

   Click “Add Member” and search for the person by name or email.

3. Select Permission Level

   Choose the appropriate role:

   • Reader - Can view only
   • Contributor - Can view and edit
   • Owner - Full control including permissions

4. Save Changes

   The person will now have access to the plan.

Caution

Be careful when granting Owner permissions. Owners can modify permissions and delete the plan.

Customizing Visible Components

Not all plans need every feature. Plan owners can customize which tabs and sections are visible:

1. Go to Plan Settings
2. Find “Visible Components” or “Tab Settings”
3. Toggle on/off the sections you want to use:
   • Mission, Vision, Values
   • Strategic Issues
   • SWOT Analysis
   • Orientations
   • OKRs
   • Indicators
   • Documents

Tip

Start simple. You can always enable more components later as your planning process matures.

Duplicating a Plan

To create a new plan based on an existing one:

1. Open the plan you want to copy
2. Click the menu icon (three dots)
3. Select “Duplicate Plan”
4. Modify the title and dates
5. The new plan will include all structure but can be edited independently

Plan Best Practices

• Start with Vision - Define where you’re going before planning how to get there
• Keep it Focused - A few clear objectives are better than many vague ones
• Assign Responsibility - Every action should have an owner
• Set Deadlines - Actions without due dates rarely get done
• Review Regularly - Schedule time to review and update your plan

Next Steps

• Objectives & Actions - Add content to your plan
• OKRs - Set measurable key results
• Reports - Generate reports from your plan