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How do I follow an assigned Action Plan?

Open Your Action Plan on your home page, click a plan to open it, and do the steps in order.

Written By GovPreneurs

Last updated 21 days ago

An Action Plan is a list of steps that your mentor or the program assigned to you.

Steps

  1. In the left menu, click Success Center.
  2. Find Your Action Plan. A number beside it shows how many plans you have.
  3. Click a plan. It opens. It shows how many steps are complete.
  4. Read the plan description.
  5. If the plan shows a paper-clip link, click it to open the full document.
  6. Do the first step that is not done.
  7. For each step, use the links under it: Watch video, Open resource or an attachment.
  8. When a step is done, mark it. See How do I mark an Action Plan step complete?.
Your Action Plan on the Success Center home, with one plan open.

What you see next

  • Done steps show a check mark and a line through the title.
  • When every step is done, the plan says that all steps are complete.
  • The same plans show on your Tasks page, in the Action Plan tab.

If a step asks for a file

Some steps let you upload a PDF. See How do I upload a PDF for an Action Plan step?.

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