How to store documents and build a strategic plan

Your organization’s Dokumente page keeps the files your managers need, like a volunteer handbook or your bylaws, next to the strategic plans you build in the app. Only your organization’s managers see this page.

Before you start

• You need to be a manager of your organization.
• A strategic plan is downloaded under your organization’s logo. If your organization has no logo yet, the plan builder asks for one and saves it as your organization’s logo.

Steps

1. In your organization’s menu, click Dokumente.

   

2. Click Dokument hinzufügen.

   

3. Enter a Dateiname, then click Datei hochladen and choose a PDF or Word file.

   

4. Click Hinzufügen. The file uploads, and the document opens on its own page.

   

5. Click Dokumente in your organization’s menu again: the document is listed. Click its pencil to rename it or replace its file, or its bin to delete it.

   

6. To build a strategic plan, click Einen strategischen Plan erstellen.

   

7. Write your Leitbild/Vision. For a first draft, click Mit KI generieren, describe your organization in a few sentences and click Generieren. AI writes a statement into the field, in place of what was there, for you to edit.

   

8. Open the list of strategic objectives and pick the ones your plan covers, up to four.

   

9. Each objective gets its own part below. Pick its activities, up to six, then choose the year you’ll do each one.

   

10. Click Hinzufügen.

    

11. The plan is listed with this year. Download it as a Word document (Plan-DOCX herunterladen) or a PDF (Plan-PDF herunterladen), or click its pencil to change it.