# Create a Plan

Go to [**Staff**](https://app.rtosafe.com.au/Staff) and open the staff member's profile

Select **Professional Development** from the sidebar

Select **Create Plan** for the relevant year

You can create plans for the current year, or for next year (from October onwards). *** ## Adding Goals Plans contain two types of goals: **Annual Targets** — ongoing development goals measured by hours or activity count * Example: "Complete 10 hours of industry currency activities" * Progress updates automatically as staff log approved activities **Specific Activities** — individual tasks with a due date * Example: "Attend Leadership Workshop by March 31" * Completed when an approved activity is linked to the goal To add a goal, open the plan and select **Add Annual Target** or **Add Specific Activity**. Each goal needs: * A **competency area** it relates to * A **target** (hours or activity count for Annual Targets) * A **due date** (required for Specific Activities) *** ## Tracking Progress Goals show their status as staff complete activities: | Status | Meaning | | ---------- | -------------------------------- | | `On Track` | Progress is on schedule | | `Behind` | Falling behind expected progress | | `At Risk` | Overdue or significantly behind | | `Complete` | Goal achieved | The plan summary shows overall progress and highlights any goals that need attention. *** ## What Happens Next * Staff can view their plan in the Staff Portal under **My Professional Development** * When staff log activities, they can link them to specific goals * Only approved activities count toward goal progress