This checklist is intended to assist Contributors with managing Plan Items that have been assigned to them by Editors in the Strategic Planning module.
Before You Begin...
Login to ClearGov
You should have received an email when you were added as a Contributor to the Plan and when you were assigned Plan Items. From either of these emails you can log-in to ClearGov.
Navigate through the Strategic Planning Module
We recommend you take some time to familiarize yourself with the new system. Here are a few resources to help you:
- Navigate the Strategic Planning Homepage
- FAQ: What is a Strategic Plan
- Navigate a Focus Area
- Navigate a Goal
- FAQ: What is an Action Item?
3 Steps to Manage Your Plan Assignments
Step 1: Review your Assigned Plan Items
Plan Items have been assigned to you by an Editor. You can view these Plan Items on your Dashboard. If you have any questions, please connect with an Editor of the Strategic Plan who assigned these items to you.
Resource: Navigate the Dashboard for Contributors
Step 2: Add Tasks to Track Your Work
Task not only help you keep on track with what needs to be done, but when you complete a task, it will automatically update your progress.
Resource: Add Tasks
Step 3: Make Status & Progress Updates
Keep Plan owners and constituents up-to-date and showcase all your hard work! Update your status and progress on your Focus Areas, Goals, or Action Items as appropriate. You will receive an email to alert you to Action Items that are coming due.
Resource: Add Status and Progress Updates
Need Additional Resources?
Feel free to search our Support Center or review resources on this specific module: Planning (Strategic Planning & Custom Plans)
Have more questions or need assistance?
Submit a Request