Print/Export PDF of Plan (3 steps)


Step 1:

In the Strategy application, select the PDF of Plan icon in the upper right corner of the plan.

Step 2:

Select the version of the plan that is appropriate for your needs. Once selected, the plan will download.

The collapsed PDF will only show the basics of the goal including description, status, due date, champion, and team members.

The expanded PDF will show more information about a goal including description, status, due date, champion, team members, action items, meeting notes, goal notes, links, and list of attachments.

Step 3:

You can find your plan where you save downloaded documents on your computer. From there you can view the document or print, as needed.

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