Goal Plans

MPOWR has the ability to create templates made up of commonly used goals and steps called "Goal Plans". These templates are designed to make goal entry easier and faster for often implemented goals as well as goals that commonly relate to one another in groups.

Goal Plans can be found only on the navigation menu in the upper left corner of the screen.

IMPORTANT: Goal plans must be set‐up in the system prior to their use. If no goal plans have been set‐up, clicking "Goal Plans" will bring up an empty list showing "No Provider Goal Plans" and the option to close.

Common examples of Goal Plans:

It is not uncommon that certain goals may have a similar series of steps required in order to accomplish what is desired.

For example, a common goal participants may pursue is the securing of full-time employment.

Yet, prior to securing a job, it is often required that individuals complete a skills assessment, take a resume course, update/write their resume, secure their references, sharpen their interview skills, and submit applications.

Goals can still be entered individually, however, if there is a common set of goals used for agency or program participants, a Goal Plan can be set up so they can be entered in one action.

Using Goal Plans with Participants

Once goal plans are set‐up, select "Goal Plans" from the navigation menu and choose the appropriate plan from the list of goal plans available to your agency:

Once selected, review the goals and steps built into the plan as well as the default providers assigned to those goals. Each of these can be modified to execute the plan. (See below)

  1. Goals that are built into the selected goal plan.

  2. Steps may be left checked (default) or unchecked if the particular step does not apply to the current participant.

    In this example ‐ the participant does not need to attend the interview skills workshop, so that goal is unchecked and will not be included in the final goal plan.

  3. The start date for all steps defaults to the current date. These start dates may be altered to better reflect when the individual goals/steps will be implemented over the life of the plan. In this example, the goals will likely be spaced out over 2 months.

  4. Each goal in the plan allows for the option to assign to a particular agency which would reflect goal "ownership," or the agency most likely to manage that goal with the participant. These can be altered to reflect the participant’s agency preferences each time the goal plan is used.

  5. There is a goal duplicate checker built in to indicate if pieces of the goal plan already exist for the participant somewhere else in the continuum.

Note: Once this is complete, a pop‐up will appear indicating that the elements selected have been added to the participant’s goals.

The user will be returned to the goals/notes screen and where the new goals are displayed.

  • The listing will show all the goals that were in the plan all added in one step.

  • If all the goals are NOT displayed, it is because the "Only Active Goals/Notes" radio button is selected. To see all goals, click "All Goals/Notes."

  • The goal status of "Stand By" indicates the goals that will not become active until the "parent" goal is completed, triggering the next goal to begin.


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