How to Create an Ecosystem Plan

The Ecosystem Plan should be thought of as the overall vision for your Workspace and is built around Shared Outcomes (SOs) and Shared Indicators (SIs). The Ecosystem Plan facilitates the connections between plans across the set of SOs and SIs it contains. Each Workspace has a maximum of one Ecosystem Plan. Read about Shared Outcomes and Shared Indicators.

This does not apply to users with the free package plan.

To create an Ecosystem Plan:

1. From the Workspace Dashboard click on Plans
2. Here you will see that the Ecosystem Plan is created by default and it is identified by a yellow label.
3. You can choose a name for your plan and upload image.
4. On the left-hand bar you can also publish the plan, invite and manage members and viewers to the Worskspace.
5. Then click in Mindset View and from here you can create the Shared Outcomes and Share Indicators.

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View / Manage

• Edit your plan name and plan image 
• Publishing the plan and manage reports.

Members

• Invite Members and Viewers to your Workspace by entering their email address and assigning their Workspace Role, see Manage Members & Viewers for more information.
• Manage Members and Viewers to determine which Members of the Workspace are Admins, Editors or Viewers of the Ecosystem Plan