Planning Matrix Template - Revision history

Admin: /* See Also */

2026-04-22T14:24:39Z

Admin at 14:09, 22 April 2026

2026-04-22T14:09:35Z

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Admin2 at 23:40, 28 January 2026

2026-01-28T23:40:24Z

Admin at 15:50, 28 January 2026

2026-01-28T15:50:52Z

Admin: Created page with "= Build a Program / Unit Planning & Assessment Matrix = This page describes how to build a planning matrix specifically for '''Program and Unit Planning & Assessment'''. It..."

2026-01-28T15:45:30Z

Created page with "= Build a Program / Unit Planning & Assessment Matrix = This page describes how to build a planning matrix specifically for '''Program and Unit Planning & Assessment'''. It..."

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= Build a Program / Unit Planning & Assessment Matrix =

This page describes how to build a planning matrix specifically for '''Program and Unit Planning & Assessment'''.
It builds on the standard matrix creation process and adds additional structure required for planning and assessment.

== Before you begin ==

If you have not already created a basic matrix, review the general matrix setup process first:

* [https://help.rcampus.com/index.php/Build_Matrix Build Matrix]

That page covers how to create a matrix, define rows and columns, and configure basic cell settings.

== Program and Unit Planning & Assessment matrices ==

A Program or Unit Planning & Assessment matrix uses the same matrix structure, with one key difference:

* One or more cells must be set to the '''Plan''' cell type
* Plan cells contain a hierarchy of '''sub-cells''' used to capture planning and assessment data

This hierarchy allows programs and units to document goals, objectives or outcomes, and planned actions in a structured way.

== Using Plan cells ==

When building your matrix, identify the cell or cells that will contain planning information and set their '''Cell Type''' to '''Plan'''.

Plan cells support multiple levels of sub-cells.

=== Plan sub-cell hierarchy ===

Within each Plan cell, sub-cells must be organized in the following hierarchy:

* '''Plan'''
** '''Goal'''
*** '''Objective''' or '''Outcome'''
**** '''Action'''

This hierarchy allows programs and units to:

* Define high-level goals
* Break goals into specific objectives or outcomes
* Identify actions that support improvement or change

== Adding sub-cells ==

To add sub-cells to a Plan cell:

# Open the settings for the Plan cell
# Click the '''+''' button at the top of the cell settings screen
# Select the sub-cell type to add (Goal, Objective, Outcome, or Action)
# Continue adding sub-cells to build the required hierarchy

== Making sub-cells repeatable ==

For Program and Unit Planning & Assessment, sub-cells must be configured as '''repeatable''' so programs and units can enter multiple goals, objectives, and actions.

When adding a sub-cell:

# In the sub-cell settings, locate the checkbox '''Sub-cell is repeatable'''
# Check this box
# Save the sub-cell settings

Repeatable sub-cells allow users to add as many entries as needed during data entry.

=== Recommended repeatable sub-cells ===

The following sub-cells should be set as repeatable:

* '''Goal'''
* '''Objective''' and/or '''Outcome'''
* '''Action'''

If sub-cells are not repeatable, programs and units will be limited to a single entry at that level.

== Design tips ==

* Not every Plan cell needs to include goals, objectives, or actions
* Program assessments use '''Outcomes''', while Unit assessments use '''Objectives''' automatically.
* Keep the matrix structure consistent across programs and units to support reporting and review

Once the matrix structure is complete, it can be used to create Matrix assessments for a specific planning and assessment cycle.

← Older revision		Revision as of 14:24, 22 April 2026
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	== See Also ==		== See Also ==

−	{{~~PRAP~~ see also}}	+	{{Program Review see also}}
−
−	~~[[Category:Program Review, Assessment & Planning]]~~
−	~~[[Category:Matrix]]~~

@@ Line 1: / Line 1: @@
 This page describes how to build a planning matrix specifically for '''Program and Unit Planning & Assessment'''.
 It builds on the standard matrix creation process and adds additional structure required for planning and assessment.
 == Before you begin ==
@@ Line 11: / Line 10: @@
 That page covers how to create a matrix, define rows and columns, and configure basic cell settings.
 == Program and Unit Planning & Assessment matrices ==
@@ Line 20: / Line 20: @@
 This hierarchy allows programs and units to document goals, objectives or outcomes, and planned actions in a structured way.
 == Using Plan cells ==
@@ Line 41: / Line 42: @@
 * Break goals into specific objectives or outcomes
 * Identify actions that support improvement or change
 == Adding sub-cells ==
@@ Line 50: / Line 52: @@
 # Select the sub-cell [[Matrix Cell Types|type]] to add (Goal, Objective, Outcome, or Action)
 # Continue adding sub-cells to build the required hierarchy
 == Making sub-cells repeatable ==
@@ Line 72: / Line 75: @@
 If sub-cells are not repeatable, programs and units will be limited to a single entry at that level.
 == Design tips ==
@@ Line 80: / Line 84: @@
 Once the matrix structure is complete, it can be used to create Matrix assessments for a specific planning and assessment cycle.

@@ Line 16: / Line 16: @@
 A Program or Unit Planning & Assessment matrix uses the same matrix structure, with one key difference:
-* One or more cells must be set to the '''Plan''' cell type
+* One or more cells must be set to the '''Plan''' [[Matrix Cell Types|cell type]]
 * Plan cells contain a hierarchy of '''sub-cells''' used to capture planning and assessment data
@@ Line 23: / Line 23: @@
 == Using Plan cells ==
-When building your matrix, identify the cell or cells that will contain planning information and set their '''Cell Type''' to '''Plan'''.
+When building your matrix, identify the cell or cells that will contain planning information and set their '''[[Matrix Cell Types|Cell Type]]''' to '''Plan'''.
 Plan cells support multiple levels of sub-cells.
@@ Line 48: / Line 48: @@
 # Open the settings for the Plan cell
 # Click the '''+''' button at the top of the cell settings screen
-# Select the sub-cell type to add (Goal, Objective, Outcome, or Action)
+# Select the sub-cell [[Matrix Cell Types|type]] to add (Goal, Objective, Outcome, or Action)
 # Continue adding sub-cells to build the required hierarchy