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How to Create an Action Plan

OnePlanet Action Plans help users to map any strategy, plan, system or idea. They are formed on three basic building blocks; Outcomes, Actions, and Indicators (OAIs), but can also contain much more. See Adding Outcomes, Actions & Indicators (OAIs) for more.

There’re two ways to create an Action Plan:

  1. 1. Click Add New Plan on the Plans card on the Workspace Dashboard
  2. 2. Click on the Plans card on the Workspace Dashboard and then click Add New Plan

Then:

  • – Choose a name for your plan and press ‘Next’
  • – Then select a template (see Templates for more information) or just choose an empty plan
  • – Click Create

This will take you to the default view of your plan which depends on the settings that the Workspace Admin or Workspace Manager chooses.

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