Step-by-Step Mandate Creation

Welcome to ReadyBooks.in's "Create Mandates" process! Follow this simple, intuitive flow to generate and manage mandates tailored to your organization's needs.

Login to Your Account​

To begin, log into your ReadyBooks.in account. If you don't have an account, sign up here. Having an account allows you to save your mandates, manage drafts, and track progress.​

Access the Mandate Creation Tool

Once logged in, navigate to the "Create Mandates" section in the dashboard. This tool is designed to help you craft a mandate that fits your specific needs, step by step.

Choose a Mandate Type

Select from the available mandate types (e.g., project mandate, policy mandate, strategic mandate). Each type is pre-configured with templates and recommendations to help guide you through the creation process.

Define Your Mandate Objectives

Enter clear, concise objectives for your mandate. This is where you describe what the mandate is meant to achieve. Use our helpful tips and suggestions to ensure that your objectives are specific, measurable, achievable, relevant, and time-bound (SMART).

Assign Stakeholders and Roles

Identify key stakeholders and assign roles to ensure accountability. You can assign different roles and responsibilities to team members or external collaborators to ensure clear communication and execution.

Set Deadlines and Milestones

Define timelines and milestones to track the progress of your mandate. This includes setting start and end dates, as well as any interim checkpoints to monitor progress.

Add Resources and Documentation

Upload any necessary documentation, resources, or references to support the mandate. This could include policy guidelines, research, project specifications, or compliance documents.

Review & Customize

Before finalizing, review the mandate for accuracy and completeness. Use our customization tools to adjust formatting, terminology, and specific sections as needed. You can also invite team members to collaborate and provide feedback during this stage.

Submit and Launch

Once everything looks good, submit the mandate. It will be automatically saved in your dashboard, and you can choose to notify stakeholders, begin the mandate immediately, or schedule its implementation for a future date.

Tips for Effective Mandate Creation:

  • Be Clear and Specific: The more detailed your objectives, the easier it will be to achieve them.
  • Engage Stakeholders Early: Get feedback and buy-in from key individuals during the creation phase.
  • Set Realistic Timelines: Ensure that deadlines are achievable and give your team enough time to deliver results.
  • Review Regularly: Don’t hesitate to revisit and update mandates as needed to reflect any changes in objectives or strategies.
Get Start

Ready to Get Started?

Creating mandates with ReadyBooks.in is easy and efficient. Start your journey towards better organization, accountability, and success by logging or signing up today!