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    • Staff Action Plan Q&A - Acronyms

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    • Unlock and Download your Timesheets

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Books
Broker Resources
Staff Action Plans

Staff Action Plans

How to create, sign, and submit a Staff Action Plan.

Staff Action Plan Training

Creating your first Staff Action Plan

Signing your first Staff Action Plan

Uploading your signed Staff Action Plan

Staff Action Plan Upload Guide

This document outlines the process for finalizing and signing a Staff Action Plan. From the Da...

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 hav...

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,...

Staff Action Plan Q&A - Timesheets/MSNs

Will each staff type still have their own timesheet? Yes. How will the information from the ...

Staff Action Plan Q&A - Other

Some Life Plans had multiple meetings, were rescheduled, or never written. What should we do in ...

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Updated 2 years ago by Admin
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