Generate a Printout For Your Quarterly Meeting

Use the Quarterly Printout to create a PDF snapshot of your current meeting data.

Generating a printout for your Quarterly Mapping (PDF):

  1. Select Meetings from the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting
  3. Select Quarterly Printout from the menu on the left-hand side.
  4. Check the items you would like to include in your Quarterly Printout (The Headlines and To-dos are unchecked by default as they would not be part of a Quarterly Mapping).
  5. Click Save.
  6. You should now see your Quarterly Printout. You can choose to save it as a PDF or print

Note: If you receive an error, try generating the printout again, but this time uncheck the Org Chart and Right Person Right Seat (RPRS) (if available) checkboxes.

Tip: Customize your Business Plan by uploading your Company Logo and choosing a Custom Branding Color! See this article for more information.

Quarterly Printout Contents

  • A title page that includes the date and Core Values
  • Quarterly Goals
  • Headlines
  • Business Plan
  • Org Chart
  • To-Dos
  • Issues
  • Metrics
  • The Right Person Right Seat (RPRS) (is only available if you have People Tools activated. See this link for additional details on the Right Person Right Seat (RPRS).
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