Copy Your Strategic Planning Canvas

In your strategic planning process, you might need to reuse or replicate an existing planning model for different scenarios, teams, or workspaces. 

You can easily copy your strategic planning canvas within the same module, or even duplicate the same model to another workspace whenever needed.

This guide will take you through the step-by-step instructions to copy your strategic planning model quickly and efficiently.

Steps:

1

Log in to your account and navigate to the Strategic Planning module from the workspace menu.

2

Find the canvas you want to copy.

Near the canvas, click the down arrow, then select Copy Model from the dropdown menu.

3

A pop-up will appear.

Enter the name for the copied model, select the workspace where you want it copied, and click Copy Canvas.

4

This will create a duplicate of the selected canvas in the chosen workspace, and later you can edit or customize it as per your requirements.

Copying your strategic planning canvas is a quick and effective way to reuse your existing strategy framework for new plans, teams, or workspaces. By following these steps, you can easily duplicate and adapt your planning model without starting from scratch.