In this guide, we’ll walk you through the steps to create your own Strategic Plan. Whether you’re starting fresh or fine-tuning an existing plan, we’ve got you covered. Follow these steps to set your organization up for success and take control of your growth journey! 🚀
1. Promote users to Initiative Admins
See full Guide: Manage Initiative Admin & Initiative Owner
Before kicking off and creating initiatives, make sure to assign the right permissions to the right people. Who will be responsible for managing the initiatives you’re about to create? If you’re unsure, don’t worry—you can edit the Initiative Owner later and have the initiative assigned to yourself in the meantime.
To Promote a team member to Initiative admin go to Company > All initiatives > Click Initiative Admin Panel > Select Manage Admins > Search and select user > Promote to Admin > Done ✅
2. Create an Initiative
See full Guide: Create an Initiative
To create an Initiative go to Company > All Initiatives > Create Initiative > fill out Initiative info > Press Ok > Done ✅
Create Sub-Initiative
To create a Sub-Initiative go to Company > All Initiatives > Select the initiative where you'd like to add a sub-initiative > Press three-dot menu > + Create Sub-initiative > fill out sub-Initiative info > Create > Done ✅
3. Join the initiative
See full Guide: Join an Initiative
To join an initiative go to Company > All Initiatives > Select the Initiative you want to join > press Join Initiative > Choose team > Click +Enroll team > Done ✅
4. Create Milestones & Manage contributing teams
See full Guide: Create Milestones & Manage contributing teams
Step 1: Create Milestone
To create a milestone go to Company> Click All initiatives > Select the initiative you want to add milestones to > Press + Create Milestone > fill out milestone info > Press ok > Done ✅
Step 2: Manage contributing teams
To manage the contributing teams for a milestone > Click All initiatives > Select the initiative where the milestone is > Scroll down to the milestone list and find the milestone > Press the three-dot menu > Select Manage teams > Search team > press +Assign team > Done ✅
6. Create Connected Activities (in the initiative view)
See full Guide: Create connected Key Activities
To create connected Key Activities in the initiative view go to Company > All Initiatives > Select the initiative with the milestone where you want to create a connected activity > Scroll down to the milestones list and find the milestone you want to create a connected activity > Click on the three-dot menu > Press +Add Key Activity > Select team > fill out key activity info > press Create > Done ✅
