How to store documents and build a strategic plan

Your organization’s เอกสาร 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 เอกสาร.

   

2. Click เพิ่มเอกสาร.

   

3. Enter a ชื่อไฟล์, then click อัปโหลดไฟล์ and choose a PDF or Word file.

   

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

   

5. Click เอกสาร 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 สร้างแผนกลยุทธ์.

   

7. Write your พันธกิจ/วิสัยทัศน์. For a first draft, click สร้างโดยใช้ AI, describe your organization in a few sentences and click สร้าง. 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 เพิ่ม.

    

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