Within these user guide, we will walk you through MasterPlan. As you move through this guide you will get a detailed breakdown of what to input into each section of the plan, starting with your Overview and finishing with the final plan.
Masterplan is designed to be as straightforward as possible, with a navigation bar across the top of the module will be your guide, and in the modules most basic form you will be moving through the modules from left to right, inputting information in where requested before either selecting “Save and Continue” (You can also utilize the “back” prompt to go to the previous section)
or Clicking on the name of the section of the plan you wish to enter (e.g. “Products”).
In addition to this, some sections of the plan have more that one tab which requires input, such as the “Overview” section, which includes two tabs, “Business Overview” & “Assumptions”
This will be noted within the guide when it appears.
Please also note, next to the “MasterPlan” module name, you have a dropdown box which acts are your scenario management tool. When clicked, you will be provided with prompts which will allow you to either change which scenario you are currently in, and also create a new scenario, or edit/remove the scenario you are currently viewing.
To the right of the Scenario drop down box, you will note the prompt, which will save any changes made to your plan in its entirety.
FAQ:
What is the difference between the “Save” prompt next to the Scenario drop down box, and the “Save & Continue” prompt?
- The “Save” prompt saves the entire plan, and all work performed in it. Best used when you are finishing up a session, or have been moving around the plan non-sequentially.
- The “Save and Continue” prompt will save the section of the plan you are currently working on, and move you to the next section.
Are you required to complete the plan in sequential order, e.g. start with “Overview”, then move to “Products” etc.
- No, while we would advise that you complete the plan in sequential order for the most straightforward workflow, you are welcome to complete the sections of the plan in any order.
What if I am unable to complete sections of the plan accurately, e.g. the 5-year sales forecast?
- The plan will only be able to be produced based on the data that you have input, meaning that if you are required to make assumptions to complete the plan, this will be reflected within the final plan. You are able to leave sections blank if you wish, however, this will also be reflected in the final plan (which is a fully editable PowerPoint)