How Can I Re-Open an Expired Action Plan?

Last updated: November 5, 2026

An Action Plan expires when its due date passes before its Agenda Items have been completed. Reopening it sets a new due date so the employee can finish it.

Use the steps below to reopen an Action Plan for an employee.

Required permissions:

  • No special permission is required to re-open an Action Plan that you created or for which you are listed as a Co-Coach.

  • The Coaching: All Access permission is required to re-open Action Plans created by any user.

Re-Open an Expired Action Plan

  1. Go to Coach --> Sessions.

  2. Click on the name of the Session that the Action Plan is linked to.

  3. Go to the Action Plans tab and view the Current Action Plan.

  4. Click on the ellipsis icon and choose Reopen from the menu.

  5. Set a New Agenda Due Date.

  6. Click on Reopen once more.

  7. The Action Plan's manager, Co-Coach, and employee will be notified about the new Due Date.


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