How to store documents and build a strategic plan

Your organization’s 文件 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 文件.

   

2. Click 新增文件.

   

3. Enter a 檔案名稱, then click 上載檔案 and choose a PDF or Word file.

   

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

   

5. Click 文件 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 建立策略性計劃.

   

7. Write your 使命聲明／願景. For a first draft, click 使用人工智能生成, describe your organization in a few sentences and click 生成. 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 新增.

    

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