Create the first improvement plan

Build the plan in layers

1. 1
   Select a client

   Open Improvement Plan and confirm the correct client before adding information.

2. 2
   Add a focus area

   Describe the client priority in clear, collaborative language. Avoid unnecessary sensitive detail.

3. 3
   Add a strategy

   Record the approach that connects the focus area to a practical next step.

4. 4
   Add an activity

   Choose a suitable activity, adapt its instructions, and set a due date or recurrence.

Review before sending

• Check that every assignment is appropriate, understandable, and accessible to the client.
• Remove duplicate or outdated activities and confirm timing with the client.
• Use Approve & send to make pending assignments available in the client app.

Keep the plan current

Review the plan after new client context, completed work, or a meaningful change. Continue, simplify, replace, or stop an activity based on the client discussion and professional judgment.