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Create a follow up plan

You've documented observe and assess, now it's time to create a plan.

Written by Sithmi Rajapaksa

Once you've created your learning story or added in notes about observations and assessment, you'll notice that Mana has generated follow-up suggestions which let's you create a detailed plan based on your ideas with just a few clicks.

Step-by-step guide:

1. Look for the Follow Ups in your document

You may find it in the following areas:

  • "Follow-Ups" section in any learning story

  • Within any Journey (where a plan is recommended as the next step).

Tip: Don’t see any suggestions? Go to View Journey → Select document → Follow Ups → Regenerate to refresh the suggestions.

2. Create using a suggested plan or "Choose my own" → Plan

3. Set the duration and click next

4. Add any notes to the content text box to detail your plan

5. Click Generate

  • Your plan document will include:

    • Learning context

    • Resources

    • Connections to milestones and outcomes

    • Teaching strategies

6. Read, review, edit and approve your document while in Edit Mode

  • Edit the document content/title directly

  • Use the Magic Edit bar ("What should I change?") for quick edits (e.g., extra suggestions)

  • Translate your document into any available language with Translate (original in English will appear below the translation)

  • Use Fix Grammar & Spelling if you wrote in additional information directly

  • Upload media (images, videos, PDFs)

7. Select Save to enter Viewing Mode

  • Use the panel on the right to scroll through:

    • Info: your original text & observed, created, and last modified dates

    • Coach Sue: for a coaching conversation

    • Follow Ups: to view location of the document and choose next steps

8. Go back to the child's Journey and check for next steps suggested by Coach Sue.

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