Table of Contents
Overview
Struggling to improve on a core principle for one of your scorecards? Playbooks can help you identify the key priorities you should be focusing on to improve your score.
With Playbooks you can:
Quickly identify and assign key priorities to focus on for a scorecard's core principle
Review your overall progress on a Playbook
Create custom priorities that will help improve a core principle
Note: In order to use Playbooks, you will need an IMPACT+ Pro membership
How to Access a Playbook
Playbook's can be accessed from any scorecard's dashboard page. To navigate to a specific playbook:
Step 1: Navigate to the Tools page and click on the Scorecards link in the left sidebar
Step 2: Select a scorecard
Step 3: Find the principle you'd like to improve and select the "Improve This Score" button
Step 4: You should now be viewing the Playbook for the core principle. From here you can assign priorities that will help you improve your score, jump to other Playbooks for that scorecard, and check-in on your teams Playbook progress.
Navigating Playbooks
You can easily navigate between the different Playbooks within a scorecard by selecting the "Choose a Principle" dropdown menu located in the upper right hand side of the page and selecting a princple. This dropdown menu will show you all of your core principle scores allowing you to easily see which principles you should focus on.
Assigning a Priority
Each Playbook contains a list of pre-built priorities to help you improve your score on a core principle. Once you've identified a priority that you'd like to focus on, it's time to assign it.
To assign a priority:
Select the priority to open up the priority detail panel. This panel will show you all of the details and tasks associated with a priority.
Scroll down to the "Owner" field and choose a member of your team to own the priority.
Once you have selected an owner, scroll to the bottom of the panel and select "Create Priority".
The priority will now show up as in progress in your Playbooks dashboard
Note: Playbook priorities can also be updated and managed from your main priorities dashboard.
Creating a Custom Priority
Playbooks also give your team the ability to create your own custom priority for a core principle that you can track and update right in a Playbook. To create a custom priority:
Select the "Create a New Priority" button at the bottom of the priorities table.
Fill out all of the necessary information in the priority details panel.
Scroll down to the bottom of the panel and select "Create Priority".
The priority will now show up as in progress in your Playbooks dashboard
Note: Custom playbook priorities can also be updated and managed from your main priorities dashboard.