This article will provide a suggested module that will contain resources that most end users will find helpful in learning the tool.  


  • It is helpful to inform end users of the overall purpose to the tool and what this is supposed to accomplish. We suggest showing a brief video or presentation that provides a quick Introduction to the Planning Platform. It can also help if a campus provides a brief introduction to the plan or project that the Planning platform is supposed to assist.  
  • Create a training module from the Planning Support Page resources. You can pull together all of the relevant information in the form of videos and articles.
  • Make multiple guides for different audiences. Be specific in your creation. Introduce users to the tool and then expose them to the exact information they need. Showing functions and options that users will not use can lead to confusion.
  • Encourage campus members to save these modules as they can also act as reference and support material in the future if guidance is needed again.  


The End User Training Module below was created for a specific audience. These users need an introduction into the Planning platform. This user group will need to be informed of what Planning is, what it does, how to find the campus Planning site, how to log in, and how to enter data. 

Topic Resource
Planning Overview
Logging Into Planning Article
Plan Item Sort and Filter Options   Article
Adding a Plan Item Article
Outcomes Data Source Article
Baseline Data Source Article
Portfolio Data Source Article
Assigning Item Responsibility Article, Video
Related Items Article
Sharing a Plan Item Article
Generating a Report Article