Try out the Online 30-60-90 Day Plan
- Track actions and decisions. Follow up.
Print documentation. Share with colleagues.
We hope you like the new client collaboration features in the beta version. Did you take a look at the Online 30-60-90 Day Plan? This tool will help you and your clients keep track of all the decisions and actions you are working on.
To find the Online 30-60-90 Day Plan go to the top menu "My Clients" and select a client from your client list. New menus will appear for this client and among them the 30-60-90 Day Plan.
In the 30-60-90 Day Plan, you will find all the decisions and actions from the 360° Screenings that you and your client have shared with each other. You can add new decisions and actions directly to the 30-60-90 Day Plan, as well as prioritize and resolve them.
#1: Add decisions and actions to the 360° Screening
When you or your client do a 360° Screening you can add decision and action notes to each Focus Area by clicking on the note bubble.
#2: Share your 360°Screening
Only decision and action notes on shared 360° Screenings will be displayed on the 30-60-90 Day Plan.
#3: 30-60-90 Day Plan
Go to the menu "30-60-90 Day Plan" to view all shared decisions and actions. You can easily prioritize them by 30, 60, 90 days, or later, delete or mark them completed.
#4: Create more decisions and actions
If you prefer, you and your client can also add decisions and actions directly to the 30-60-90 Day Plan.