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Action Plan

ver. 2.0

 

The Action Plan is where you can log and track your plan for this account.

Consider the Action Plan as your map for proactive next steps and goals for the customer.

 

The default Action Plan has 2 Elements:

  • Growth Plans - deals with future or forward looking items such as increase in revenue
  • Client Commitments - deals with service delivery and all current contractual obligations

 

Action_Plans_01.png

 

 

An Action Plan consists of three levels:

1)  Plans - WHAT, Plans help to break your plan down into logical, strategic sections

2)  Objectives - WHY, Objectives are high-level goals that you want to achieve.

3)  Actions - HOW, Actions should be specific, measurable, and have clear due dates. 

Action_Plans_02.png

 

The Action Plan can be created by:

1)  Add New Plan

2)  Launch Plan From Template

 

1)  ADD PLAN

Click on "Add Plan". The "Add Plan" page will appear.

Action_Plans_03.png

Put in the following information:

a)  Category Title - mandatory field, should contain the general caption

b)  Description - a comprehensive definition of the category

c)  Show Customer - visible to the custome if ticked and the customer is given access to Kapta

 

Click "Save". The Plan will display "Missing Objective". Create an objective by clicking the 3 dot icon.

Action_Plans_04.png

 

 Fill in the information on the "Add Objective" card. The fields are similar to "Add Plan". Click "Save". 

Action_Plans_05.png

The Objective will display "Missing Actions". Create an action by clicking the 3 dot icon.

Action_Plans_06.png

A slider will appear. Fill in the information. You ca turn on the "Track As Metric" switch if you want. Click"Save." 

Action_Plans_07.png

 

 The newly created Action Plan will appear. This Plan be edited and updated at any given time.

Action_Plans_11.png

 

 

 

 

2)  LAUNCH TEMPLATE

Click "Launch Template". The "Select Template To Launch" page will appear. Select the template you want to use. Click "Next".

Action_Plans_08.png

Select the Objectives and Actions. Click "Next".

Action_Plans_09.png

A summary of the selected template, objective and actions will appear. If this is correct, click "Launch". If you want to make changes, click "Back".

Action_Plans_10.png

 

The newly created Action Plan will appear. This Plan be edited and updated at any given time.

Action_Plans_11.png

 

 

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