Staff Action Plans
How to create, sign, and submit a Staff Action Plan.
Creating your First Staff Action Plan
Updated 2/13/2024
Signing your First Staff Action Plan
Updated 2/13/2024
Uploading your Signed Staff Action Plan
Updated 2/13/2024
Staff Action Plan Upload Guide
This document outlines the process for finalizing and signing a Staff Action Plan. From the Da...
Staff Action Plan Character Limits
Below are the character limits for each field, organized by section of the Staff Action Plan. Ex...
Staff Action Plan Q&A - Acronyms
Acronyms LP – Life Plan SAP – Staff Action Plan SDC – Self Direction Coordinator VO – Value...
Staff Action Plan Q&A - The Portal
Brokers will be prompted to change their password upon logging into the new portal. Will partici...
Staff Action Plan Q&A - Goals
How many goals should an LP/SAP Plan have? There is no set rule, but CH and SEMP both must have ...
Staff Action Plan Q&A - SAP Specifics
Who needs a Staff Action Plan? An SAP is required for anyone with an LP who has Self-Hired CH, R...
Staff Action Plan Q&A - Timesheets/MSNs
Will each staff type still have their own timesheet? Yes. How will the information from the SAP...
Staff Action Plan Q&A - Other
Some Life Plans had multiple meetings, were rescheduled, or never written. What should we do in ...