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Monthly Plan For Success (PFS) Document Submission

This article is related to our Premium service

Your online Monthly Plan For Success (PFS) Document provides us with the information we need to log your income (i.e. Member fees) and expenses (i.e. Franchise Fees) for membership in your group.

This usually brings the highest amount of income and expenses when running your group.

VERY Important:

  1. Do not send MalgraBooks your username/password to access the Our World platform. This is a breach of your account and we will delete any such information immediately
  2. Do not send your weekly group summaries unless requested as they contain personal information on your members which we do not need.

Using your computer

  • Ensure you’re using Google Chrome browser (or one which prints to PDF)
  • Login to OurWorld and go to your monthly summary screen (shown above)
  • Once on the appropriate month and group, and you can see the full summary page, press CTRL + P
  • Choose ‘Save as PDF’ as the destination
  • Press ‘Save’ and when prompted, rename as the month and date for the summary
  • Upload the PDF to us through your Client Portal or by email

Using a Slimming World laptop

NOTE: The below process is a legacy process and will not be supported from September 2021.

  • Open Internet Explorer (the ‘e’ symbol)
  • Login to OurWorld and go to your monthly summary screen (shown above)
  • Once on the appropriate month and group, and you can see the full summary page, press CTRL + P
  • Choose ‘Microsoft XPS Document Writer’ as the destination (not your printer!)
  • Press ‘Print’ (it will not actually print anything if you selected the above option)
  • Save to your desktop with the month and date for the summary
  • Upload through your Client Portal or by email

If you have more than one group, follow the above again to send the other group information.

All documents and spreadsheets mentioned within this section of our guide can be uploaded directly through your Client Portal (Section 2: Your Business).

If you have any queries, please don’t hesitate to contact our friendly team.

Updated on March 15, 2023

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