> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/plan.md).

# Plan

- [Action Plans](https://support.pears.io/plan/action-plans.md): Create and manage strategic action plans that guide your programming efforts and track outcomes.
- [Create an Action Plan](https://support.pears.io/plan/action-plans/create-an-action-plan.md): Learn how to create a new action plan in PEARS, including selecting a level, type, and program areas.
- [Collaborators](https://support.pears.io/plan/action-plans/collaborators.md): Learn how to add collaborators to an action plan in PEARS.
- [Add Situation Assessment](https://support.pears.io/plan/action-plans/situation-assessment.md): Learn how to complete the situation assessment for an action plan in PEARS.
- [Add Outputs](https://support.pears.io/plan/action-plans/outputs.md): Learn how to describe the planned outputs for an action plan in PEARS.
- [Add Outcomes & Indicators](https://support.pears.io/plan/action-plans/outcomes-and-indicators.md): Learn how to define outcomes and measurable indicators for an action plan in PEARS.
- [Mark an Action Plan as Complete](https://support.pears.io/plan/action-plans/mark-an-action-plan-as-complete.md): Learn how to mark an action plan as complete in PEARS and understand the approval workflow for state-level plans.
- [Edit an Action Plan](https://support.pears.io/plan/action-plans/edit-an-action-plan.md): Learn how to edit an existing action plan in PEARS.
- [Delete an Action Plan](https://support.pears.io/plan/action-plans/delete-an-action-plan.md): Learn how to delete an action plan in PEARS.
- [Copy an Action Plan](https://support.pears.io/plan/action-plans/copy-an-action-plan.md): Learn how to copy an action plan in PEARS to a new reporting period or level.
- [Export](https://support.pears.io/plan/action-plans/export.md): Export action plan data from PEARS as an Excel workbook.
- [Surveys](https://support.pears.io/plan/surveys.md): Create and manage evaluation surveys to collect participant data for your programs in PEARS.
- [Create a Survey](https://support.pears.io/plan/surveys/create-a-survey.md): Learn how to create a new evaluation survey in PEARS.
- [Add Questions to a Survey](https://support.pears.io/plan/surveys/add-survey-questions.md): Learn how to add and manage questions on a survey in PEARS.
- [Set Permissions for a Survey](https://support.pears.io/plan/surveys/survey-permissions.md): Learn how to share a survey with other users, units, or organizations in PEARS.
- [Add a Custom Question to a Survey](https://support.pears.io/plan/surveys/add-a-custom-question.md): Learn how to add a custom question to a survey in PEARS.
- [Format a Survey](https://support.pears.io/plan/surveys/format-a-survey.md): Learn how to format and organize questions on a survey in PEARS.
- [Mark a Survey as Active](https://support.pears.io/plan/surveys/mark-a-survey-as-active.md): Learn how to activate, deactivate, or revert a survey to draft status in PEARS.
- [Print a Survey](https://support.pears.io/plan/surveys/print-a-survey.md): Learn how to print a survey from PEARS.
- [Copy a Survey](https://support.pears.io/plan/surveys/copy-a-survey.md): Learn how to copy an existing survey in PEARS to create a customized version.
- [Professional Development](https://support.pears.io/plan/professional-development.md): Manage professional development event proposals, approvals, registrations, and development plans in PEARS.
- [Create an Event Proposal](https://support.pears.io/plan/professional-development/create-an-event-proposal.md): Learn how to create a new professional development event proposal in PEARS.
- [Add Event Occurrences](https://support.pears.io/plan/professional-development/add-event-occurrences.md): Learn how to add occurrences with dates, location, and delivery methods to a professional development event proposal in PEARS.
- [Submit for Review](https://support.pears.io/plan/professional-development/submit-for-review.md): Learn how to submit a professional development event proposal for review and approval in PEARS.
- [Register for Opportunities](https://support.pears.io/plan/professional-development/register-for-opportunities.md): Learn how to browse and register for approved professional development opportunities in PEARS.
- [Create a Professional Development Plan](https://support.pears.io/plan/professional-development/create-a-development-plan.md): Learn how to create a professional development plan to track your goals and activities in PEARS.
- [Edit an Event Proposal](https://support.pears.io/plan/professional-development/edit-an-event-proposal.md): Learn how to edit an existing event proposal in PEARS.
- [Edit a Professional Development Plan](https://support.pears.io/plan/professional-development/edit-a-development-plan.md): Learn how to edit a professional development plan in PEARS.
- [Add an Event to a Development Plan](https://support.pears.io/plan/professional-development/add-an-event-to-a-plan.md): Learn how to add an approved event to a professional development plan in PEARS.
- [Remove an Event from a Development Plan](https://support.pears.io/plan/professional-development/remove-an-event-from-a-plan.md): Learn how to remove an event from a professional development plan in PEARS.
- [Delete a Professional Development Plan](https://support.pears.io/plan/professional-development/delete-a-development-plan.md): Learn how to delete a professional development plan in PEARS.
- [Delete an Event Proposal](https://support.pears.io/plan/professional-development/delete-an-event-proposal.md): Learn how to delete an event proposal in PEARS.
- [Performance Review Plans](https://support.pears.io/plan/performance-review-plans.md): Manage annual performance review cycles with self-assessments, supervisor reviews, and optional board member reviews in PEARS.
- [Create a Review Plan](https://support.pears.io/plan/performance-review-plans/create-a-review-plan.md): Learn how to create a performance review plan in PEARS, including setting assessment windows, selecting surveys, and configuring supporting data.
- [Create a Performance Review Assessment](https://support.pears.io/plan/performance-review-plans/create-a-review-assessment.md): Learn how to create a performance review assessment survey in PEARS.
- [Add Supporting Data](https://support.pears.io/plan/performance-review-plans/add-supporting-data.md): Learn how to configure supporting data requirements for a performance review plan in PEARS.
- [Copy a Performance Review Plan](https://support.pears.io/plan/performance-review-plans/copy-a-review-plan.md): Learn how to copy a performance review plan to a new reporting year in PEARS.
- [Mark a Performance Review Plan as Complete](https://support.pears.io/plan/performance-review-plans/mark-a-review-plan-as-complete.md): Learn how to mark a performance review plan as complete in PEARS.
- [Delete a Performance Review Plan](https://support.pears.io/plan/performance-review-plans/delete-a-review-plan.md): Learn how to delete a performance review plan in PEARS.
- [Community Events](https://support.pears.io/plan/community-events.md): Create and manage community events with registration, payment, and confirmation workflows in PEARS.
- [Create a Community Event](https://support.pears.io/plan/community-events/create-a-community-event.md): Learn how to create a new community event in PEARS, including event details, delivery methods, scheduling, and general information.
- [Collaborators](https://support.pears.io/plan/community-events/collaborators.md): Learn how to add, edit, and remove collaborators on a community event in PEARS.
- [Event Sessions](https://support.pears.io/plan/community-events/event-sessions.md): Learn how to add and manage multiple sessions for a community event in PEARS.
- [Registration Types](https://support.pears.io/plan/community-events/registration-types.md): Learn how to configure registration types and custom registration forms for a community event in PEARS.
- [Event Payment](https://support.pears.io/plan/community-events/event-payment.md): Learn how to configure payment methods, fees, and discounts for a paid community event in PEARS.
- [Confirmations](https://support.pears.io/plan/community-events/confirmations.md): Learn how to create confirmation messages for each registration type in a community event in PEARS.
- [Publish an Event](https://support.pears.io/plan/community-events/publish-an-event.md): Learn how to preview and publish a community event in PEARS to make it visible to registrants.
- [Form Builder Basics](https://support.pears.io/plan/community-events/form-builder-basics.md): Learn the basics of the drag-and-drop form builder for community event registration forms in PEARS.
- [Add Event Registrants to CRM](https://support.pears.io/plan/community-events/add-registrants-to-crm.md): Learn how to automatically add event registrants as CRM contacts in PEARS.
- [Public View: Register for an Event](https://support.pears.io/plan/community-events/public-registration.md): How the public registration experience works for community events in PEARS.
- [Manage Registrations](https://support.pears.io/plan/community-events/manage-registrations.md): Learn how to view, edit, and manage registrations for a community event in PEARS.
- [Reschedule an Event](https://support.pears.io/plan/community-events/reschedule-an-event.md): Learn how to reschedule a published community event in PEARS, including date changes, session updates, and registrant notifications.
- [Registration and Payment Statuses](https://support.pears.io/plan/community-events/registration-and-payment-statuses.md): Reference for the registration and payment statuses shown on community event registrations in PEARS.
- [Email Notifications](https://support.pears.io/plan/community-events/email-notifications.md): Reference for when PEARS sends emails for community event registrations, including triggers, recipients, and related configuration.
- [Event List Endpoint](https://support.pears.io/plan/community-events/event-list-endpoint.md): Access public community event data programmatically through the PEARS Event List API endpoint.
- [Export](https://support.pears.io/plan/community-events/export.md): Export community event data from PEARS as an Excel workbook.
