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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  , but it requires creating an additional Leadership Team Weekly Meeting.  Advanced tab under the Manage Organization
  1. Click your name at the top right-hand corner of your workspace.
  2. Click Manage organization
  3. Click Advanced
  4. 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.
  5. 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: 

  1. Click Meetings in the top menu bar.
  2. Click Edit Meeting on the gear icon button to the right of your meeting.
  3. Click View Business Plan on the left.