How to store documents and build a strategic plan

Your organization’s 文档 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 文档.

   

2. Click 添加文档.

   

3. Enter a 文件名, then click 上传文件 and choose a PDF or Word file.

   

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

   

5. Click 文档 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 制定战略计划.

   

7. Write your 使命/愿景. For a first draft, click 使用 AI 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 添加.

    

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