Your Business Plan in Performance Scoring is not meant to sit untouched once it’s created. It works best as a living document — something that evolves as your goals, projects, and priorities change.
When updated regularly, your Business Plan keeps leadership aligned, reinforces clarity, and ensures your strategy stays connected to execution.
This guide walks through how and why to update your Business Plan effectively.
Why Your Business Plan Should Be Updated Regularly
Think of your Business Plan as the foundation of your organization’s direction. It outlines your vision, long-term targets, marketing strategy, and short-term priorities.
But strategy isn’t static.
As projects shift, goals are achieved, markets change, or leadership refines direction, your Business Plan should reflect those updates. Keeping it current ensures:
- Goals stay aligned with real work
- Projects support strategic priorities
- Metrics reflect what actually matters
- Leadership remains unified
When your Business Plan matches your current initiatives, meetings become clearer and execution becomes smoother.
How to Update Your Business Plan
To edit your Business Plan:
- Navigate to the Performance icon in the top navigation panel.
- Select Business Plan.
- Choose the plan you want to update.
Before making changes, click Archive to capture a snapshot of the current version. This preserves history and allows you to track how your strategy evolves over time.
How to Edit and Save a Section of a Business Plan
Click the Edit (pencil) icon next to the section you want to update (Vision, 1-Year Plan, Quarterly Priorities, Scorecard, SWOT, etc.).
Make your changes, then click Check Mark at the top of the section being edited to save.
Again, if you’re making major updates, click Archive first to preserve a snapshot of the current version.
Keeping your Business Plan updated ensures your goals, projects, and strategy stay aligned.
Keeping Strategy Connected to Execution
The Business Plan works best when it connects directly to what your team is actively doing.
As new projects are launched, quarterly priorities shift, or metrics are adjusted, reflect those changes in your plan. This keeps:
- Meetings focused on current priorities
- Projects aligned with long-term direction
- Teams clear on what matters most
- Leadership accountable to the strategy
Reviewing your Business Plan quarterly is a strong best practice. Many organizations align updates with quarterly planning sessions or major strategic reviews.
When treated as a living document, your Business Plan becomes more than a statement of intent — it becomes the roadmap that guides every meeting, project, and performance conversation inside Performance Scoring.
See full training article here.
