Comprehensive Continuous Improvement Plan (CCIP)

Training Module 3Planning Tool, Part 2

Agenda

• Copy Strategy and Action Step• Deleting Plan Items• Archived Plans• Make Plan Public• Plan Feedback• Print• Planning Tool Contact in Address Book• Active Demonstration• Activity – Copy Planning Tool Items

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Copy Strategy

The Planning Tool Strategy copy feature allows Organizations to copy strategies between goals and fiscal years.•Navigate to the Strategy you would like to copy by expanding the Goal (clicking on the + to the left of the•Click Copy

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• Select the appropriate fiscal year and goal you would like to copy the strategy to

• Click the Copy button• The strategy will get copied to the bottom of the

selected goal by default; you may reorder them later

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Copy Strategy

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Copy Action StepThe Planning Tool Action Step copy features allow users to copy Action Steps across fiscal years, Goals, and Strategies.•Navigate to the Action Step you would like to copy•Click the Copy button

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Copy Action Step

• Select the appropriate fiscal year, Goal, and Strategy

• Click the Copy Button• The Action Step will

get copied to the bottom of the list by default; you can reorder later

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Deleting GoalsDeleting a Goal in the Planning Tool will delete all of its child elements. This includes any fiscal resources, strategies, and action steps in the Organization- and School-level plans. Funding Applications that reference it may be rendered invalid. Once this information is removed it will not be retrievable.•Navigate to the Planning Tool and locate the goal you would like to remove•Click the trash can icon to the left of the Goal title

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Deleting Goals

• You will be redirected to the confirmation screen where it will display all the items that will be removed

• Click the delete button to complete the process

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Archived Plans• Once the Funding Application is approved, at each

Revision level, the system will take a snapshot of the current plan.

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Archived Plans

• Select the appropriate plan from the drop down box• Click on Organization Plan

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Planning Tool Print• So that you don’t need to inform the public how to use CCIP , you can post the plan to

your website after “printing” it (produces a PDF file)• From the Planning Tool home page, click Organization Plan

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Planning Tool Print

• Locate and click the Print link at the bottom of the Plan Overview page.

• A PDF File will be generated and launched in a separate window.

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Address BookThe address book link on the left hand menu is visible by both logged in users and public users. One of the contacts on this page is for the Planning Tool. •Click on the Planning Tool link to update the contact information. The person must have a CCIP account to appear in list.

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Address Book

• Select the appropriate user from the drop down and click save

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CCIP Address Book

• Click on Address Book in menu on left side of screen

• Click on Consolidated yielding:

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Example: Title IA Contact

• The names appearing in the pulldown list will be only those with accounts in CCIP

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Activity – Copy Planning Tool Items

1. Log into the system with your NCID credentials.2. Navigate to your Organization’s planning tool.3. Click on ‘Make a copy…’ and confirm.4. You can edit the Needs Assessment, or any other

items.5. Create a new Goal.6. Copy a Strategy into the new Goal.7. Copy an action step into the new Strategy.8. Make the active plan public.

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