How do I Create a Coach One Page Plan Template

One Page Plan templates provide a common starting point for creating plans tailored to your clients. We recommend starting with a global template and adjusting it to fit your coaching style. Follow these steps to create your own template.

Step 1: Navigate to the One Page Plan Page

1. Navigate to your Coach Company account.
2. Select the "One Page Plan" option.
3. Click "Add Plan" to begin.

Step 2: Choose a Template

Choose a template to use as a framework. For example:

1. MGS - Kick Off Template: Includes static boxes for 1-Year and 3-Year metrics, which you enter manually.
2. MGS - One Page Plan Template: Features components for 1-Year and 3-Year metrics that auto-populate from the Rolling Metrics page once Metrics have been forecasted.

Step 3: Edit the Template

1. Click "Edit All" in the upper-right corner to open all components in edit mode.
2. Hover over any component to reveal three tool options:
   1. Four-Point Diamond: Drag and drop components to rearrange them.
   2. Pencil Icon: Exit edit mode.
   3. Three Dots: Access multiple customization options:
      1. Add List Item: Add more rows within the component.
      2. Settings: Change the color scheme (e.g., match a logo).
      3. Duplicate: Duplicate the component.
      4. Remove: Delete the entire component.
      5. Add Component: Add new components; choose from various types to fit your needs.
      6. Column Menu: Add an extra column.
      7. Row Menu: Add an extra row.

Step 4: Save Your Template

1. Once satisfied with your modifications, click "More" in the top-right corner.
2. Select "Save As Template" from the drop-down menu.
3. Enter a name for your new template.
4. Choose "Shared" to share the template with the companies you work with.
5. Click "Save" to finalize your template.

Your customized template is now saved and available for use by you and your linked clients. If you need further assistance, don’t hesitate to contact support.