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 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 ...