Step 1 – Group the Key Elements
Group the main activities together for your business plan so that they are easily shared and reviewed. You can list the team members and keep track of the status of any set of activities.
Step 2 – Add the Action Items
The key feature of the system is the action item management. For each business plan element you can easily create and assign specifc action items and track their progress while the plan is being implemented. The action items represent all of the things required to execute fully on a particular element of the business plan plan.
Step 3 – Track and report on progress
While your business plan is being executed RapidInfluence provides a number of ways to track the progress and help people along the way. You can monitor recent activity to see what is being done and you can use the visual aspects of the dashboard to get a quick sense of how things are faring overall.