Business Plan - Access and Update
Important:
The Business Plan / Department Plan is a live document. All the changes that you make to the Business Plan / Department Plan will be automatically saved.
Before updating the Business Plan / Department Plan, you may consider making a backup copy first. Click this link for details: Generate a Printout For Your Quarterly Mapping.
There is only one set of Core Values per account.
There are 4 meeting types in Bloom Growth: Leadership Team, Departmental, 1:1 Meeting, and Other.
All meetings have their own unique Short-Term Focus page but only Leadership Teams will have the Future Focus page.
To view meeting type:
- Click Meetings in the top menu bar.
- Click the gear icon (Edit Meeting) to the right of a meeting.
- The type of team will be displayed at the top.
Access the Business Plan / Department Plan
Each meeting has its own unique Business Plan / Department Plan. If you'd like to share either the entire Business Plan / Department Plan or just parts with the rest of your meetings, please see Sharing the Business Plan.
From the Top Navbar.
If your Company Business Plan / Department Plan is shared with the rest of the meetings you will see Business Plan / Department Plan at the top navigation bar.
Outside of a Meeting
- Click Meetings in the top menu bar.
- Click the gear icon (Edit Meeting) to the right of a meeting
- Click View Business Plan / Department Plan on the left
During a Meeting
- Click Tools on the bottom left side of the meeting screen and select View Team's Business Plan / Department Plan option
- For Special Sessions (e.g. Quarterly sessions): Click the View Business Plan / Department Plan button directly below the Weekly Meeting Agenda on the left side of the screen.