Note: You can have as many different plan types as desired. The only types that cannot be removed are GENERAL, CAREER, AND AGENCY.
 

To add new PLAN TYPES  go to: ADMIN → MANAGED ITEMS → MANAGED LIST ITEMS → PLAN TYPES

Purpose of Plans Form

• Helps agencies bundle services to improve family financial stability and self-sufficiency
• Creates customized goals and action steps with participants
• Tracks progress through collaborative reviews between counselor and participant
• Integrated with agency assessments and outcomes
• Multiple plan types allowed
• Accessible to staff with Work Template access

Prerequisites (Administrator Tasks)

• Create Goal Progress Ratings
• Create Plan Progress Ratings
• Create Goal Dimensions
• Create Global Goals

Creating a New Plan

• Open Participant/Household
• Click PLANS on Work Template
• Click ADD NEW icon
• Fill out Plans Basic Info screen
• SAVE and ADD GOALS
• Enter Goal Information
• SAVE and ADD ACTION ITEM
• Enter Action Item Basic Info
• SAVE (can add multiple action items or SAVE AND CLOSE)

Plan Components

Goals

• Something participant wants to achieve
• Described in participant's own words
• Includes target dates and status (e.g., Actively Pursuing, On Hold, Achieved)
• Linked to broad dimensions (Housing, Financial Management, Employment)

Action Items

• Specific steps to achieve goal, including:
  •  Milestone
  • Due Date
  • Responsibility (Staff/Participant)
  • Resources
  • Status
  • Completion Date

Reviewing a Plan

• Open Participant/Household
• Click PLANS on Work Template
• To mark action items complete:

• Click ADD/EDIT ACTION ITEMS
• Edit specific action item
• Check COMPLETED box
• Enter DATE COMPLETED
• SAVE or SAVE AND CLOSE
• Track Plan Progress:

• Click blue text next to PLAN PROGRESS RATING
• Add review details:
  • Review Date
  • Progress Ratings (No Progress to Significant Progress)
  • Reviewed By
  • Review Notes
  • SAVE AND ADD NEW or SAVE AND CLOSE