How Do I Edit an Action Plan?

Last updated: November 5, 2026

An Action Plan is follow-up work linked to a Session, with a due date and Agenda Items for the employee to complete. While an Action Plan is still open, you can change its name, description, objective, due date, Agenda Items, and Co-Coaches.

This article explains how to edit an Action Plan.

Required permissions:

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

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

Edit an Action Plan

  1. Go to Coach --> Sessions.

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

  3. Click on the Action Plans tab.

  4. On the Current tab, click on the ellipsis icon on the Action Plan.

  5. Select Edit.

  6. Add, remove, or change the field values and selections you need.

  7. Click on Save to apply your changes.

Note:

  • The Edit option only appears while the Action Plan is still open. Completed, Expired, and Excused Action Plans can't be edited.

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