How to store documents and build a strategic plan

Your organization’s 문서 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 문서.

   

2. Click 문서 추가.

   

3. Enter a 파일 이름, then click 파일 업로드 and choose a PDF or Word file.

   

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

   

5. Click 문서 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 전략 계획 만들기.

   

7. Write your 사명 선언문/비전. For a first draft, click AI를 사용하여 생성, describe your organization in a few sentences and click 생성. 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 추가.

    

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