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Create a High-Level Plan

Take your project to the next stage with Tilda. In this video and tutorial, we walk through how to transform a well-defined Brief into a clear, structured Plan.

Watch the video and follow along by logging in to app.heytilda.com. Full walkthrough with screenshots below.

Once you’ve refined your brief and you’re happy that it captures the essentials - current state, desired state, theory of change, and constraints - you’re ready to build a high-level plan.

There are two ways to begin. You can click Create high-level flow for initiative, and Tilda will generate a first version automatically. It will build out a set of interventions - in this example, an eight-step onboarding plan - that you can start reviewing straight away.

Or, if you’d rather stay conversational, you can continue in the chat window for a bit, exploring ideas with Tilda before switching to the planning view.

Once you move into planning, Tilda’s planning agent takes over. It uses what it knows from your brief to draft a structured, sequenced plan. You’ll see a full outline with suggested interventions, each one showing what it is, how long it takes, and what impact it has.

If the plan feels too detailed or too heavy for your needs, just tell Tilda. You can ask for a leaner version and Tilda will simplify things, maybe reducing delivery time, cutting interventions, or combining interventions. Bear in mind that this may affect your Behavior Change Score!

When you're happy the plan that Tilda has mapped out, you can edit directly within the planning window. You can tweak wording, shift the order of interventions, or remove what you don’t need.

If you want to add something new, click Add Intervention, describe what you want - maybe a follow-up group session a few months after the main experience - and Tilda will build it into the plan for you. You can adjust timing, update descriptions, or delete interventions altogether if budgets or priorities change.

Once your structure feels complete, you can dive deeper into each intervention. This is where you start to design the experience itself - adding objectives, topics, and implementation materials that will bring each part of the plan to life.

By this point, you’ll have moved from a clear brief to a working high-level plan - one that’s flexible enough to evolve and detailed enough to guide delivery.

Try it now. Head to app.heytilda.com to log in and start a new project.