How to store documents and build a strategic plan

Your organization’s Documents 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 Documents.

   

2. Click Add document.

   

3. Enter a File name, then click Upload a file and choose a PDF or Word file.

   

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

   

5. Click Documents 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 Create a strategic plan.

   

7. Write your Mission statement/vision. For a first draft, click Generate using AI, describe your organization in a few sentences and click Generate. 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 Add.

    

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