Understanding your deliverables
What you can edit
Which parts of your deliverables you can change yourself, and which your consultant builds with you.
What you can edit
Your deliverables are a mix of finished work and living documents. This page explains which is which, so you know what you can change yourself.
Most deliverables are read-only
Most pages in your packs are read-only. They show the result your consultant built with you, and they stay fixed once published. This includes the worksheets: even though a worksheet looks like a grid you could type into, in your portal it is shown as the agreed result rather than an open form. Your consultant builds these with you, so what you see is the version you settled on together.
The one you edit yourself
The exception is the Partnership Growth Roadmap, from Riley's Partnership Playbook. This is yours to keep up to date. You can change its tasks, owners, dates, status and priorities as your plan moves along. It also appears in your sidebar as its own item for quick access.
Other things you can change anytime
Two more parts of the portal are always in your hands:
- Your Branding, on the Branding page
- Your intake answers, from the Data Intake page