Define Tree and Groups Plan - Sample Process Flow

This graphic illustrates a sample define tree and groups plan and includes steps to define goals, fund the plan, and allocate funds to groups.

Sample Plan Definition

This table describes the plan variables implemented in the diagram of the sample Define Tree and Groups plan:

Plan Variable	Value
Plan Member Rule	Define Tree/Groups
Plan Type	Any monetary plan type that uses goals
Goals	Weighted goals
Funding	Yes, with group allocation
Proration	Yes, monthly
Approval	Approval process
Payout Formulas	Target, minimum, and maximum