Future feature improvement: Convert Ambitions to Outcomes

As an improvement to our GrowthPlan feature on GrowthWheel Online we will add the option to convert your ambitions to outcomes with just one click!

This new improvement will help you quickly and easily convert your ambitions, from your ambitions list page, to an outcome after being completed.

Below, you can see the first mock-ups of how it will look like.

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1. Choose from the 3 dot menu on your ambition list the option “Convert to Outcome”

On you Ambitions list page you will need to click the 3 dot menu to see more options. Here, you’ll find “Convert to Outcome” option, by clicking this, you will convert this ambition to an outcome.

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2. Your Ambition will be automatically converted into an Outcome

Once you select the option on the ambitions page, to convert an ambition to an outcome, it will automatically convert it into an outcome. Next, you will see the outcome dialog to finish adding information about it.

Notice it indicates you this was an outcome created from an ambition, and it adds the name of the ambition.

Please share your comment below, and take part in the development of the upcoming page.

Future feature: Sustainable Development Goals under GrowthPlan

A new big feature across the platform will be the new Sustainable Development Goals and Outcomes under your GrowthPlan. This feature will support the process of defining and tracking the SDGs.

With this new feature you’ll be able to:

• Add new SMART SDGs.

• Select the Subcategory/Target of your choice for each Goal.

• Add the Outcomes achieved for your SDGs.

• Download SDGs and Outcomes as part of the Full GrowthPlan Report PDF file.

• Download a full analytics report of your Client’s or Network SDGs and outcomes.

Below, you can see the first mock-ups of how it will look like.

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1. Create your S.M.A.R.T Sustainable Development Goals

Add all the information to make S.M.A.R.T. Goals, which are Specific, Measurable, Actionable, have someone Responsible, and have a Time horizon.

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2. Select the Subcategory/Target for one of the 17 Goals

Each Goal has its Subcategories/Target, you can select from the dropdown which one you want to track.

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3. Sustainable Development Goals list

Get an overview list with all your Sustainable Development Goals. Just like ambitions, you can assign a responsible person from this view and also select the status of it from the stoplights circles.

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4. Download your Goals list as a PDF file

You can now download each Goal as a single PDF. You can also download all the SDG as a part of the GrowthPlan PDF report.

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5. Keep track of your SDG Outcomes

Just like you keep define and track your Sustainable Development Goals, you can also keep track of the outcomes for each one of those.

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6. Add Outcomes for all your SDGs

For each outcome of your SDGs, you can select the Subcategory/Target, a unit of measurement, add a specific amount for it, and add as well description and the time horizon.

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7. Print the SDG Outcomes as part of your GrowthPlan PDF Report

As well as your Goals, you can also download all the Outcomes as a part of the GrowthPlan PDF report.

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8. Download Analytics Report for your SDGs/Outcomes

As an advisor, you can compile a PDF report with analytics and upload it to any other CRM system you might be used for reporting.

If you are a center manager or network manager, you can see analytics for your entire organization or network. This is a fast way to get the big picture of how are you doing with the SDGs planned.

Please share your comment below, and take part in the development of the upcoming page.

Addition to GrowthPlan: Future Positions

In the near future you will have a new submenu under GrowthPlan called “Future Positions”, where you’ll be able to add new positions to the company with it’s pertinent description.

With this new feature you’ll be able to:

• Create new positions to the company.

• Specify educational and organizational level.

• Add direct costs to that position.

• Download all future positions as a PDF file.

• Download an organizational chart with current and future positions as PDF.

Below, you can see the first mock-ups of how it will look like.

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1. Create new positions

Add new positions to your company with all the relevant information about it: role, references, employment date, salary, other costs…

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2. Future Positions list view

Get an overview list with all future positions and their responsibilities.

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3. PDF files

Download directly from future positions page a PDF with all the new positions to the company.

Choose to download also an organizational chart that includes current and future positions to the company.

Please share your comment below, and take part in the development of the upcoming page.

New page coming with risk analysis as part of the GrowthPlan.

As part of our new GrowthPlan, you will soon be able to add Risks under a new submenu that is currently in development.

This new feature will allow you to do the following:

• Add a new risk.

• Rate Likelihood and Consequences.

• See a matrix with the rating.

• Add ways to de-risk.

• Download PDF-file with risks or include in the full GrowthPlan PDF.

Using this page advisors and their clients can be transparent about risks to their lenders and other stakeholders.

Below, you can see the first mock-ups of how it will look like.

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1. Risk page with a list view

When you click on Risks under GrowthPlan menu, you’ll have a list of previously added risks. In this page you’ll be able to add new ones and delete old ones.

You can see the autogenerated matrix of Likelihood/Consequence rating.

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2. Add new Risks

Know how to tackle your risks by adding information about it. You can describe the risk and also add counter measures.

The platform will automatically calculate the status level of each one based on what you input on likelihood and consequences.

If it’s a high risk you’ll see it in red, if it’s medium in yellow and for low risks you see it in green color.

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3. Download a PDF of this page

As always you will be able to download a PDF of the risk page by clicking the download button, were you can select if you wish to download the single page PDF or the Full GrowthPlan report.

Please share your comment below, and take part in the development of the upcoming page.