Print/Export Spreadsheet (CSV) of Plan (3 steps)


Step 1:

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

Step 2:

Select the version of the plan that is appropriate for your needs. 

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

The expanded spreadsheet will show more information including the basics of the goals and action items.

Once selected, the plan will download.

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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