Starfish: Create a Success Plan

Follow this guide to learn how to create a success plan.

Finding Success Plans

You can assign a Success Plan to one or more students from the following locations in Starfish:

• Tracking page
• My Students page
• Individual Student Folder

Create the Plan

1. Navigate to the hamburger menu > Students > Tracking page.
2. Select the desired student (or students) and click the Success Plan button from the action bar. You may select up to 750 students at a time.
3. Select the desired Plan Type from the drop down. The Success Plans you have access to for the selected student are included in the list.

Once you have made a selection, the default set of information and tracking items for the plan display.

4. Update the Plan Name if necessary. The default Plan Name displays, but you have the option to customize the plan name for the selected student(s). For example, you can personalize the plan for the student by adding the term ID or student's name to the default plan name.
5. Update the Overview if necessary. The default Overview displays, but you can customize this with a more specific description. The Overview provides general information about the plan and is visible to anyone who has access to the plan and is displayed on the printable version of the plan.
6. Review the details of the included Tracking Items. As you scroll down, you will find the list of tracking items that make up this Success Plan type as well as detailed descriptions and due dates where appropriate.
7. You can Edit or Delete to do items for the Success Plan:
• Select the Edit icon (), to modify the Due Date, Course Context or Specific Recommendation fields. Be sure to select Update Item when you are finished editing the item.
• Select the Delete icon (), to remove the to do item from the Success Plan.
8. Click Submit to save the plan in the student's folder. This action triggers the related tracking items. Note that the individual tracking items will not appear immediately.

The Success Plan you created displays on the student's Success Plans tab within the Student Folder.

View an example

The tracking items that make up the plan are included on the student's Tracking tab.

View an example

When you click on the Expand Details icon (+) for the individual tracking item, information about the associated plan is included.