A client's action plan is an important process for achieving a client's outcomes. An action plan defines the client's goals and how they will reach them.
Creating an Action Plan
- Go to your client's program case record
- Click on the Goals link at the very top, select “New Goal”
- Enter Start Date under the Action Plan section
- Ignore the End Date for now. You'll enter this if you finish working with a client OR all the client's goals are complete.
- Confirm the Status field is set to In Progress. When the entire action plan is complete, you'll change this to Completed.
*If you click Save instead of Quick Save at any point, it will take you out of the Action Plan page back to the main case record. If you want to remain in the Action Plan page while saving your work, select Quick Save.
1. Adding Goals to Your Action Plan
Creating goals involves two parts: the big picture goal that relates to one of the 18 dimensions on the family assessment matrix, and the action steps that you'll review with your clients to get to this big picture goal.
- Select the Add Row button under the Goals section.
- Enter Goal Category. These included but are not limited to the same goals that you use in the family assessment matrix assessment.
- Enter a description for the goal, such as “complete GED” or “raise credit score 100 points”
- Enter a Target Date: When will the big goal be accomplished?
- Choose appropriate Goal Status
- Select Apply button and then select “Quick Save”
- If you have any attachments that are relevant to your action plan, store them on the main client record under attachments.
2. Adding Action Steps to Goals
- From the Action Plan page, select the Edit Steps link in the row of the Goal to which you would like to add steps. This will take you to a new page where you can edit the Goal as well as add Action Steps.
- Select the Add button under the Action Steps section.
- Task is the smaller action step that gets your client to their goal
- Fill out all the fields
- Select Add again for multiple Action Steps
- Click Quick Save before you leave the page. Click Save to leave the Goal edit and return to the main Action Plan page.
Editing Your Action Plan
You will likely need to go back and make changes to your action plan when you meet with your client to discuss how he or she is moving along with the goals you created together.
- Go to the Action Plan detail page by clicking the Goals link at the top of the case record.
- Click on the Edit button next to the Goal to which you want to make changes.
- When you are done making all your changes, hit Quick Save to capture your changes or Save to exit out of the action plan.
Printing Your Action Plan
The Action Plan can be displayed in a PDF document that you can print or email without sharing other client data.
- Select the Print Action Plan button at the top of the case record. This will create a PDF file.
- After the new page loads, click on the link that will say “Action Plan for CLIENT NAME.pdf” to download the PDF file.
Email Notifications
There are two kinds of email notifications related to your clients' action plans.
1. Reminder to Create Your Action Plan
If a client has not had an action plan created within the program's expected time frame after having been enrolled, a reminder email notification will be sent out to you. Below is a chart that breaks this information down.
| Program | Action plan to be created within this many days of program enrollment |
|---|---|
| Compass Clara House | 45 days |
| Compass SF Home | 45 days |
| Compass Family Shelter | 14 days |
| Compass Connecting Point | 14 days |
2. Goals Added by Other Case Managers
If another case manager happens to add a goal to the action plan you created, an email notification will be sent to your inbox to notify you.