Can I have more than one Business Plan in my Organization?
Important
There is only one set of core values per organization. Having different core values will require creating a different account.
You can have a second Business Plan,
but it requires creating an additional Leadership Team Weekly Meeting.
First of all, you need to ensure that the Business Plan is not shared among the other meetings because this will override the second Business Plan that you are looking to create.
This can be changed in the
Advanced tab under the Manage Organization option.
- Click your name at the top right-hand corner of your workspace.
- Click Manage organization
- Click Advanced
- In the "Share a Leadership Team's Business Plan Plan with all other departments" section ensure that the leadership team Business Plan is set to No meetings.
- Hit Save
Once is saved it, you can create another Leadership Weekly Meeting and start populating their data as normal.
To access individual Business Plans please follow the steps below:
- Click Meetings in the top menu bar.
- Click Edit Meeting on the gear icon button to the right of your meeting.
- Click View Business Plan on the left.