How to Create an Action Plan

To Create an Action Plan

  1. Go to the Action Plans page (Plan / Action Plans).
  2. Click on Add Button.
  3. Fill out the first step then click Save and Continue Button to move to the next step.
  4. After step 4 click Save Button to complete the Action Plan.
  5. You will then be taken to the Action Plan overview page.

Required Fields

  • Title: The name of your action plan.

  • Reporting period: The reporting period for which you will use the action plan.

  • Grand Challenges: General categories that the plan falls into. Select one or more.

  • Status:

    • Draft:   You can continue to go back and edit.

    • Finished:  The plan will be submitted for review. Select one from the drop-down menu.  The selection will be applied once you click.


Any contacts added to the action plan will be able to edit that plan.

Contact Us

  • Email:

    Phone: (785) 789-3199

    Hours: Monday - Friday, 8:00 am - 5:00 pm Central Time
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