To create a new plan, on your dashboard, you simply click on the Create New Plan button. You can read a text tutorial or view a video tutorial to learn about each step. You can also view Examples by clicking on the Examples tab.

You enter the name of the strategic issue in the provided field. Once you click Save, the name of the issue appears. You can move to the next step in the process by clicking the Next Step arrow. You can also exit out of the step to return to your dashboard.

Once you create a plan it appears in your issues list on your dashboard. You can open the planning template by clicking on the name of the issue. Each completed step is shaded grey. In the center of the clock hands, the total percentage of plan completion displays. You can navigate to any step in the process by clicking on the text area for the step.