Set up the Organization
You will need to update your organization details prior to making your first decision
In this section learn how to
Set Up Organization Profile
Manage Organization Details
Update Financial Information
Add Decision Groups
Configure Role Permissions
Update Your Profile
Manage Organization Details
The Organization Details section lets you define key information about your company, including financial year settings, vision, mission, and strategic goals.
What You’ll Need:
- Strategic Plan
- Vision Statement
- Mission Statement
- Purpose Statement
- Strategic Documents
Setting up Organization Details
1. Click Organization Details to expand the menu.
2. Enter the following details:
- Financial Year Start Date: Specify the start date of the financial year (format: Day & Month e.g. 01 Jul).
- Financial Year End Date: Specify the end date of the financial year (format: format: Day & Month e.g. 30 Jun).
- Currency: Select your organization’s currency from the dropdown list.
- HQ Country: Choose the headquarters country from the dropdown list.
- CEO Name: Enter the name of the CEO.
- Vision Statement: Input the vision for your organization, and/or upload a file.
- Mission Statement: Input the mission, and/or upload a file.Purpose: Define the organization’s purpose, and/or upload a file.
- Other Strategic Reference: Input any additional strategic references, with an option to upload reference documents.
- Video URL: Link to a video that represents your organization.
- Strategic Pillars: List the strategic pillars (cornerstone strategic themes driving the organization in the current strategic period), or import via CSV using the template provided.
- Target/Goal Value: Set goals with target dates. You can add multiple goals here manually or import from a CSV file, using the template provided.
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