Skip to content
English
Get more support
What’s new
  • There are no suggestions because the search field is empty.

Generating a Quarterly Printout

The Quarterly Printout feature in Bloom Growth allows you to generate a structured PDF summary of your Quarterly Meeting, including the Business Plan, Quarterly priorities, KPIs, and other essential meeting details.

Generating a Quarterly Printout in Better Bloom

To generate a Quarterly Printout in the Better Bloom version, follow these steps:

  1. Click the Meetings List from the left navigation bar.
  2. Click the meeting where you want to generate the Quarterly Printout.
  3. Click the three dots (⋮) next to the agenda.
  4. Select Generate quarterly printout.
  5. Check the items you want to include in your Quarterly Printout. 
    (Note: Headlines and To-Dos are unchecked by default, as they are not part of Quarterly Mapping.)
  6. Click Generate.
  7. Your Quarterly Printout will now be generated. You can choose to save it as a PDF or print it directly. 

     

Quarterly Printout Contents

The Quarterly Printout includes:

The printout contains exactly the sections you tick in the dialog, in the order below. Each section is headed with whatever your organization calls it, so an organization that renamed Goals to Quarterly Priorities sees that name instead. Every section repeats the meeting's name, the date the printout was generated and your organization's name at the top of its page, and a section you selected that has nothing in it prints a short No … line rather than being left out.

  • Cover page — your organization's logo, the printout's heading and the date, followed by a table of contents listing every section you included and the page it starts on.
  • Goals (your Quarterly Priorities) — the quarter's priorities grouped by the person who owns them, with each owner's name and avatar. Every priority shows its title and a status pill reading Done or Not done: a strategic session reviews a priority as finished or not, so On track, Off track and Not set all print as Not done. The section opens with your future date and your Growth Goals headers.
  • Headlines — the meeting's headlines, grouped by owner.
  • Business plan (your Growth Plan) — the plan as its tiles, laid out in two columns down the page: BHAG, Core Focus, Core Values, Marketing Strategy, 1-Year Goals, 3-Year Vision, Quarterly Goals and Long-Term Issues. A tile you haven't filled in reads Not set.
  • Organizational chart — your live org chart drawn as the full seat tree, each seat showing its position title and its department band, colour-coded by department the same way it is on screen. This is the only section that depends on a permission — see Troubleshooting below.
  • To-dos — the meeting's to-dos grouped by owner, each with its due date.
  • Issues (your O&O list) — split into Short Term and Long Term, and grouped by owner within each.
  • Metrics (your Weekly KPIs) — each KPI grouped under its owner, showing the KPI's title, its goal, and one column per week with the value recorded for that week.