Define action plans for a PD plan

Define action plans to create a virtual to-do list for achieving the personal goals you defined for your plan.

To define an action plan:

  1. Do one of the following:
    • If you are a staff member, log on to the Staff view, and click the My Info tab. Click the PDClosed Professional Development Plans side-tab.
    • If you are a personnel manager or administrator, log on to the Personnel view, and click the PD Plans tab.
  1. Select the PD plan you want to define an action plan for, and click Action Plans on the PD Plans side-tab. A list of action plans you previously defined appears.
  2. To add an action plan, on the Options menu, click Add. The New PD Action Plan page appears.

  1. Type an identifier, or the system assigns a number.
  2. In the Plan field, type the action plan details.
  3. Select the Is primary checkbox if the action plan corresponds to your primary area of certification.
  4. To align a personal goal to this action plan, click Add at the bottom of the page. In the ID column, Search icon. appears.
  5. Click Search icon. to select a personal goal. You can click OK to save this goal to the action plan.
  6. Click Save to save all information for the action plan you defined.