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To create a new plan, go to your dashboard, scroll down until you see the ‘create ‘Create plan’ button and click on it.
Please note: If you start creating a plan and have to stop before you’re finished, the plan will automatically be saved in ‘drafts’‘Drafts’, which you can access by clicking ‘view ‘View all’.
Before you start your plan, you’re given the option of carrying out a SWOT analysis of your business, which can help with the planning process.
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Please note: When you’ve finished sorting the objective cards for one area, click ‘next ‘Next area’. You should only click ‘prioritise ‘Prioritise objectives’ if you are certain you don’t want to include any more areas in your plan. You won’t be able add new objective cards from the other areas after you finalise your plan.
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Please note: Once you click on ‘finalise ‘Finalise plan’ you can’t return to the sorter, so be certain you have selected all the objectives and key steps you want to work on before finalising a plan.
After you click on ‘finalise ‘Finalise plan’, your plan will open with all your selections in it. For details on using a plan, read our article, ‘How to use the plan page’.
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