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Adding, Transferring, and Managing Business Plans in Bloom Growth

Adding a new Business Plan

Transferring an Existing Business Plan

Sharing a Business Plan

Presentation Mode and Edit Mode

Editing and Managing the Business Plan

Accessing and Managing Departmental Business Plans

Managing Issues and Goals in the Business Plan

Additional Features and Options

Bloom Growth gives you the flexibility to create a new business plan from scratch or transfer an existing one. Here’s how you can manage your business plan effectively across the platform.

Adding a New Business Plan:

When you select Add a Business Plan, a pop-up window will appear with the option to Choose a meeting to create a business plan.
  1. Click Business Plan from the left-side navigation bar.
  2. Select Add a Business Plan
  3. Select the meeting from the drop-down menu.
  4. Click Set as Main Org Business Plan to assign it.
Once added, the system will display the key sections of the Business Plan, including:
The Future Focus page which includes the following: 
  • Core Values
  • Focus
  • BHAG
  • 3-Year Vision
  • Marketing Strategy

The Short-Term Focus page located next to the Future Focus which includes:

  • 1-Year Goals
  • Quarterly Goals
  • Long-Term Issues List.

Transferring an Existing Business Plan 

If you choose to Transfer an Existing Business Plan, follow these steps:
  1. Click Business Plan from the left-side navigation bar.
  2. Select Transfer an Existing Business Plan.
  3. In the pop-up window, select the name of the meeting with the existing business plan.
  4. Click Transfer.

Important: 

  • After transferring, the two versions will not sync and will function independently.
  • You can set the transferred business plan as the main one. This will display it in Presentation Mode as the default business plan for all organization members. However, any hidden tiles will remain invisible.
  • Once transferred, this action cannot be undone.

This option is especially useful when migrating from older versions to Better Bloom, as it allows you to maintain continuity without rebuilding the plan from scratch.

Sharing a Business Plan

  • Share Plan with the Organization: To share the business plan with your organization, click the three dots in the top right corner of the page and select the sharing option. This feature is available to all the members with admin permissions within the meeting. 
  • Core Values Tile: Core values remain the only tile shared across the entire organization. These must be set up in the main org business plan. Everyone can see the core values, but only admins can edit them.

Presentation Mode and Edit Mode 

  • Presentation Mode: This view-only mode lets users review the business plan without making changes. Users without editing permissions will only have access to this mode and won’t see the option to switch to Edit Mode.

    Edit Mode: Available exclusively to users with admin rights within the meeting. This mode allows full control over editing and customizing the business plan.

Editing and Managing the Business Plan 

  • Editing Terms: Users with admin rights within the meeting can edit terms by double-clicking the titles in the business plan. 
  • Hiding/Unhiding Tiles: While tiles cannot be removed, they can be hidden. To make a tile visible again, click the three dots at the top right of the business plan and select the hidden tile to display it.
  • Duplicating Tiles: You also have the ability to duplicate tiles if needed.
     

Accessing and Managing Departmental Business Plans

Important!
Departmental Business Plans are no longer located in the Edit Meeting section of individual meetings. Instead, all Business Plans are now organized in one centralized location, making it easier to manage and access multiple plans.

To access your Business Plans:

  • Click Business Plan from the left-side navigation bar.
  • Navigate to the top of the page and click on the Business Plan title.
  • Under Your Plans, select the Business Plan associated with the meeting you attend or administrate.

For added convenience, you can also add specific Business Plans to your list. This ensures quick access for reviewing or downloading them whenever needed.

Managing Issues and Goals in the Business Plan

  • Context-Aware Issues and To-Dos: Users with admin permissions within the meeting can create context-aware issues and to-dos directly from the business plan.
  • Long-Term Issues: If issues are deleted from the business plan automatically moved to the main meeting archive. 
  • Quarterly Goals: The ability to edit quarterly goals is now available in the business plan, allowing you to track progress more efficiently.

Additional Features and Options

  • Drag and Drop Functionality: Users with admin permissions within the meeting can drag and drop tiles, and resize across the entire business plan to reorganize it. This feature is new and allows more flexibility in arranging your plan.
  • Notes for Long-Term Issues: Notes added to long-term issues are visible to all users, promoting transparency across the organization.

Options Available:

By clicking the three dots at the top right of the page, you can:

  • Download to PDF: This option gives you the flexibility to customize the layout to fit your needs. For more information, please see How to Print the Business Plan in Bloom Growth
  • Share Plan with Org: Make the business plan accessible to the rest of the organization. 
  • Change Main Business Plan: Set a different plan as the main one or set to No Plan.