Planning and Results System

User’s Guide

1 General Information 1-2

1.1 Getting Help 1-2

1.2 Online Help 1-2

1.3 Important Reminders 1-3

2 Access to the Team Planning and Results System 2-1

2.1 NetID and NetPassword 2-1

2.2 Login Procedure 2-1

2.3 Public Access 2-2

3 Reporting Data for an Existing Team (Overview) 3-1

3.1 Entering Data Directly online 3-1

3.2 Using Templates to Enter Data 3-2

4 Adding a New Team 4-1

4.1 Adding Team Members 4-2

4.2 Affiliate Members 4-2

4.3 Editing Affiliate Members 4-3

4.4 Removing a Team Member 4-4

4.5 Editing Team Members for an Existing Team 4-4

5 Viewing Team Member Information 5-1

6 Team Plan of Work 6-1

6.1 Executive Summary 6-2

6.2 Situation Statement 6-2

6.3 Intended Outcomes 6-2

6.4 Team Action Plan 6-3

6.5 Resources Available 6-3

6.6 Resources to be Developed 6-4

6.7 Professional Development 6-4

6.8 Deleting or Removing Parts of the Team Plan of Work 6-5

6.9 Retiring Intended Outcomes of the Team Plan of Work 6-6

7 Team Evaluation Plan 7-1

7.1 Intended Outcomes to be Evaluated 7-2

7.2 Methods and Tools 7-3

7.3 Impact Indicators 7-3

7.4 Deleting or Removing Parts of the Evaluation Plan 7-4

7.5 Retiring an Impact Indicator 7-4

8 Impact Indicator Results 8-1

8.1 Select Alternate Team 8-4

8.2 Select Alternate Person 8-5

9 Impact Statements 9-1

9.1 Select Alternate Team 9-2

9.2 Select Alternate Person 9-2

10 Success Stories 10-1

10.1 Add New Success Story 10-2

10.2 Select Alternate Team 10-2

10.3 Edit Success Story 10-3

11 Individual Statistics 11-1

11.1 Select Alternate Team 11-2

11.2 Select Alternate Person 11-3

11.3 Deleting and Changing Individual Statistics 11-3

12 Extension Impact Reports 12-1

13 Search and Reports 13-1

13.1 Reports for a Specific Team 13-1

13.2 Selecting Any Team (No default team) 13-1