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 Ajouter un document.

   

3. Enter a Nom du fichier, then click Importer un fichier and choose a PDF or Word file.

   

4. Click Ajouter. 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 Créer un plan stratégique.

   

7. Write your Énoncé de mission/vision. For a first draft, click Générer avec l’IA, describe your organization in a few sentences and click Générer. 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 Ajouter.

    

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