Tranzparent Software

Publish Plan

  • WHAT 
    This is the ability to 'Publish' the Business Plan and Exit and Succession Plan at a time deemed appropriate by the creator of the Plans
  • WHO 
    The Publish command will be made by the Business Plan creator and the Exit and Succession Plan creator
  • WHY 
    To 'Publish' on the Business Plan and Exit and Succession Plan signals a 'snapshot' on the progress of both Plans. The Plans continue on indefinitely able to be updated when and if the creator wishes to make changes or updates. From time to time the Plans may be required to viewed in their entirety at a defined point in time
  • WHEN 
    At any time when the creator deems it appropriate to 'publish' the Plans. The published Plans can be kept online for email distribution or file sharing software or printed depending on what is required
  • HOW 
    The 'Publish Plan' button is found at the foot of the Business Plan and Exit and Succession Plan.  
    Start at the Dashboard and move to the Drop Down Menu Planning. Click on Planning and you will find Business Plan under Directors. Click Business Plan to move that section. 
    Alternatively,Start at the Dashboard and move to the Drop Down Menu Planning. Click on Planning and you will find Exit and Succession Plan under Shareholders. Click Exit and Succession Plan to move that section. 
  • The published article will be found in Supporting Documents on the Dropdown Menu accessed by moving to Dashboard, then Planning, click on Business Plan or Exit and Succession Plan or Sales and Marketing and a Drop Down Menu will be available. Choose 'Supporting Documents'
  • N.B. Publish Goal Report instructions are found in the previous User Instruction section 'New Goals'. The New Goals Report will form part of the Business Plan Document as an appendix or part of appendices.