Action Plans

Create and manage strategic action plans that guide your programming efforts and track outcomes.

An Action Plan in PEARS is a strategic document that outlines your programming goals, intended outcomes, and planned activities for a reporting period. Action plans connect your situation assessment to measurable outcomes and serve as the foundation for action plan reports.

Getting Started

To access Action Plans, hover over the Plan menu in the top navigation bar and click Action Plans. The Action Plans list displays all of your records with options to search, filter, sort, and create new entries.

Screenshot: The Action Plans list view showing the table of action plan records with columns for title, reporting period, level, status, and program areas, along with the search bar, filter options, and Add Action Plan button at the top

Workflow

Creating a complete action plan involves several steps. PEARS guides you through each section in order:

1

General Information

Enter the plan title, reporting period, level, type, program areas, and other basic information.

Create an Action Plan

2

Collaborators

Add other PEARS users who contributed to or should have access to this action plan.

Collaborators

3

Custom Data (if applicable)

If your organization has custom data sections configured, complete the required custom data fields.

4

Situation Assessment

Describe the needs assessment results, situation statement, and public value for the plan.

Situation Assessment

5

Outputs

Describe the activities, products, or deliverables that will be implemented to reach the plan's intended outcomes.

Outputs

6

Outcomes & Indicators

Define the short-term, medium-term, and long-term outcomes you expect, along with measurable indicators.

Outcomes and Indicators

7

Mark as Complete

Once all required sections are finished, mark the action plan as complete. State-level plans are submitted for review.

Mark an Action Plan as Complete

Additional Actions

• Copy an Action Plan — Duplicate an existing plan to a new reporting period or level.

• Action Plan Reports — Report on progress toward your action plan's outcomes.

TIP: The Plan Progress panel on the right side of the action plan detail page shows your completion percentage and a checklist of remaining sections.