Use improvement-plan templates

Save a useful structure

Open Templates from the plan workspace and save a plan structure that is appropriate for reuse. Give it a name that describes its purpose without including a client name or other identifying information.

Load and adapt

1. 1
   Choose a template

   Review the available personal or provided starting points.

2. 2
   Load it into the correct client plan

   Confirm the selected client before applying the structure.

3. 3
   Personalize every item

   Edit focus areas, strategies, activity instructions, timing, and language for the individual client.

4. 4
   Review before approval

   A loaded template is not ready to send until its content is checked and approved.

Personalize every template