How to create or switch a One Page Plan Template?

When working with One Page Plan templates, it's best practice to save your current plan as a template once you’re satisfied with its setup. This ensures you can reuse your customized plan in the future.

Creating a Template

Follow these steps to create and apply a One Page Plan template:

Step 1: Save Your Existing Plan as a Template

  1. Click on "...More" in the upper-right corner of the screen.
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  2. From the drop-down menu, select "Save as Template."
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  3. In the Create New Template pop-up window, name your template (e.g., by period or a custom name) and click Save.
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Step 2: Delete the Existing Plan

  1. Once your plan is saved as a template, you’ll need to delete the current One Page Plan to start fresh.
  2. Click on "...More" in the upper-right corner again and select "Delete One Page Plan."
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Step 3: Apply the Template

  1. With a blank canvas, click Add Plan.
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  2. In the Add Plan pop-up window, select your desired template from the drop-down menu.
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Step 4: Review and Populate Components

  • Auto-populated sections: Metrics, Quarterly Priorities, and Rolling Metrics will automatically populate into your new plan. Core Values previously entered will also be included.
  • Manually added sections: For other components, copy and paste any content from the template you saved.

Switching Between Templates

To explore or switch between templates, follow these steps:

  1. Click on "...More" in the upper-right corner.
  2. From the drop-down menu, select "Templates."
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  3. A list of available Global Templates and saved templates will appear. Click on any template to view its layout.
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Returning to Your Original One Page Plan

  • To return to your original One Page Plan, click "Return to One Page Plan" in the upper-right corner.
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This process helps you efficiently manage and switch One Page Plan templates while keeping your existing work organized and reusable.