Print the Business Plan


Before making changes to the Business Plan / Department Plan, we recommend making a backup copy first, as all changes made overwrite the previous version. Use the Quarterly Printout to create a PDF copy of the Business Plan / Department Plan. Here are the steps:

  1. Click Meetings in the top menu bar.
  2. Click on the Gear icon (Edit Meeting) button to the right of your meeting.
  3. Select Quarterly Printout from the menu on the left-hand side.
  4. Select the Include Business Plan / Department Plan checkbox. 
  5. Click Save.

You should now see your PDF backup and can choose to save it as a PDF or print it. 

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