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How to import an existing strategic plan

Short answer: Open Strategies → New strategy → Import an existing strategy. Paste the plan or upload a PDF, Word or text file of at most 2 MB, choose List candidates, then accept or reject each candidate. Nothing is created until you accept it.

Verified for PVology 0.49.0 · updated 2026-10-10

When to use this

Your strategy already exists in a document and you do not want to retype it.

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How to import an existing strategic plan | PVology