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 Meetings List from the left navigation bar.
2. Find the meeting where you want to generate the Quarterly Printout.
3. Move to the right side of the meeting’s name and click the three-dot menu (⋮).
4. Select Edit Meeting.
5. Click Quarterly Printout from the left-hand menu.
6. 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.)
7. Click Save.
8. Your Quarterly Printout will now be generated. You can choose to save it as a PDF or print it directly.

Troubleshooting

• If you receive an error while generating the printout, try again while unchecking the Org Chart and Right Person Right Seat (RPRS) (if available).

Quarterly Printout Contents

The Quarterly Printout includes:

✔ A Title Page – Displays the date and Core Values
✔ Quarterly Goals – Priorities for the quarter
✔ Headlines – Key updates (if selected)
✔ Business Plan – Strategic company roadmap
✔ Org Chart – Visual representation of the team structure
✔ To-Dos – Actionable items (if selected)
✔ Issues – Challenges and key discussion points
✔ Metrics – Performance tracking data
✔ Right Person Right Seat (RPRS) (Available only if People Tools are activated. See this [article] for more details.)