Business Plan - Access and Update


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:

  1. Click Meetings in the top menu bar.
  2. Click the gear icon (Edit Meeting) to the right of a meeting.
  3. 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 

  1. Click Meetings in the top menu bar.
  2. Click the gear icon (Edit Meeting) to the right of a meeting
  3. 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.
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