Create an Action Plan

Learn how to create a new action plan in PEARS, including selecting a level, type, and program areas.

This article walks through the steps to create a new action plan in PEARS. An action plan defines your programming goals, connects to program areas, and establishes the framework for tracking outcomes.

TIP: The red asterisk * next to the heading of a field indicates that the field is required.

1

Navigate to Action Plans

From the PEARS homepage, hover over the Plan menu in the top navigation bar and click Action Plans.

2

Click Add Action Plan

On the Action Plans list page, click the Add Action Plan button to open the action plan form.

Screenshot: The Action Plans list page with the Add Action Plan button highlighted in the top-right area of the page

3

Enter a Title

In the Title field, enter a descriptive name for this action plan. Choose a title that clearly identifies the plan's focus or purpose.

4

Select a Reporting Period

In the Reporting Period field, select the reporting period that this action plan covers. The available reporting periods are determined by your organization's settings.

5

Select a Level

In the Level field, select the scope of this action plan:

• Individual — A plan created by an individual staff member for their own programming.

• Unit — A plan created for an entire extension unit.

• State — A state-level plan that goes through the approval workflow.

• Multi-State — A national-level plan for multi-state coordination.

NOTE: The level you select determines which plan types are available and whether the plan goes through an approval process. State-level plans require review and approval before they are finalized.

6

Select a Plan Type

In the Plan Type field, select the type of plan. The available options depend on the level you selected:

• Individual/Unit level: Local, Pilot

• State level: Pilot, Core, Signature

• Multi-State level: Multi-State

7

Link to a State or Multi-State Plan (if applicable)

If the Linked State Action Plan or Linked Multi-State Action Plan fields are available, select the parent plan that this action plan supports.

• Individual plans can link to a state-level plan.

• State plans can link to a multi-state plan.

TIP: Linking your plan to a higher-level plan allows your organization to track how individual and unit efforts contribute to state and national goals.

8

Select Program Areas

In the Program Areas field, select the program area(s) that this action plan addresses.

9

Select a Unit (if applicable)

If the Unit field is available, select the extension unit associated with this action plan.

10

Select Critical Issues (if applicable)

If the Critical Issues field is available, select any critical issues that this action plan addresses. More than one issue may be selected.

11

Select Crisis Impact (if applicable)

If the Crisis Impact field is available, select a crisis if this action plan was created in response to or impacted by a specific crisis event.

12

Add Comments and Uploads (optional)

In the Comments field, enter any additional notes about this action plan.

In the File Attachments section, upload any relevant files or documents.

13

Save and Continue

Click Save and Continue to save the action plan and proceed to the Collaborators page.

To save without continuing, click Save instead.

Screenshot: The action plan General Information form showing all fields including Title, Reporting Period, Level, Plan Type, Program Areas, Unit, Comments, and File Attachments, with the Save and Save and Continue buttons at the bottom