You must create a cover page for your plan to be able to print and/or download it.


The module is split into three parts:

  1. View - this is where you can preview your plan and edit it
  2. Cover page - this is where you can create a cover page for your plan
  3. Download & print - this is where you can download a copy of your plan. You need to create a cover page before you can download or print it


This guide will focus on the cover page - to see how to create a business plan click here. 

Creating a cover page


  1. In the menu ribbon click Strategy and then Business Plan

  2. Click on the cover page icon in the top right

  3. If you haven't created a cover page yet, then click Get started on the right-hand side

  4. This will take you to a new screen, where you can set up the details of your cover page such as adding a logo (this has a 2MB size limit). Some fields are required to be able to create a cover page. These are indicated by (required) next to them

  5. You can choose to include a table of contents by ticking the option in the top right

  6. Once you have populated the form with your organisation's information, and decided if you want a table of contents or not, scroll to the bottom and click Save Changes

  7. Your cover page has now been created

Editing a cover page


  1. In the menu ribbon click Strategy and then Business Plan

  2. Click on the cover page icon in the top right



  3. This will take you to a new screen, where you can amend the details of your cover page such as your logo (this has a 2MB size limit) and organisation name

  4. Tick/untick the box to include/exclude a table of contents as you need

  5. Scroll to the bottom and click save changes

Removing a cover page


  1. In the menu ribbon click Strategy and then Business Plan

  2. Click on the cover page icon in the top right



  3. This will take you to a new screen, scroll to the bottom and click Remove cover page

  4. A pop-up confirmation box will appear as you will loose all of your cover page configuration and this can't be undone (unless you start over). Click OK

  5. Your cover page has now been removed. You can create a new one from scratch if you need to