Create a plan

There are two ways to create a plan in ePlanner. You can use the Create Plan button on the Select or create a plan dialog or the Create New Plan link at the top-left of the page.

  1. Click the Create Plan button or the Create New Plan link. The Create plan dialog appears.
  2. Select a program/grade level. A 5-day lesson plan appears.

You can only select the Benchmark Literacy programs that your district/school has subscribed to.

  1. Name the plan.
  2. Select a class.
  3. Type or select a start date.
  4. Configure your plan and select any or all of the following time frames for each day of the week.
    • Read-Aloud
    • Reading/Writing Mini-Lessons
    • Small Group Reading Instruction
    • Designated ELD
    • Intervention
  1. Click Groups and drag the group(s) to specific days on your plan.

Use the Manage Students tool to create groups if no groups appear. See Configure small groups for more information about creating new groups.

  1. Click X to remove the group from a day on your plan, if necessary.
  2. Click Save.

Create a plan with review and routines

You can create a plan with review and routines. In addition, you can add notes, materials, and lessons related to your review and routines.

  1. Click the Create Plan button or the Create New Plan link. The Create plan dialog appears.
  2. Select a Benchmark Literacy program/grade level. A 5-day lesson plan appears.

You can only select the Benchmark Literacy programs that your district/school has subscribed to.

  1. Name the plan.
  2. Select a class.
  3. Specify the number of routine days you want to include in your plan (up to a maximum of 20).
  4. Type or select a start date.
  5. Configure your plan by changing the default time frames for any of the following options (optional).
    • Read-Aloud
    • Reading/Writing Mini-Lessons
    • Phonics Mini-Lessons
    • Small Group Reading Instruction
    • Designated ELD
    • Intervention
  1. Click to expand and view your group rotations, if any.
  2. Drag the group(s) to specific days on your plan.

Use the Manage Students tool to create groups if no groups appear. See Configure small groups for more information about creating new groups.

  1. Click X to remove the group from a day on your plan, if necessary.
  2. Click Save.

See Add Routines for more information.

Add routines

You can add routines to your plan by using the Review and Routines button. Routines can only be added to plans that have routine days included in the plan.

See Create a plan with review and routines for more information.

  1. Create a plan with routine days, if necessary. The plan appears with review and routines days.
  2. Click the Review and Routines button. The Review and Routines button expands.
  3. Click Add Routines. The Add Routines dialog appears.
  4. Select the routines to add.

Expand and collapselesson details

You can view the details of an individual lesson or all lessons. You can also collapse or hide all lesson details.

Expand and Collapse a lesson’s details

  1. Go to a specific day on your plan.
  2. Click any lesson. The lesson block expands and shows the details.
  3. Click the lesson again to collapse or hide the details.

Expand and Collapse all lesson details

  1. Click Expand All to view all lesson details.
  2. Click Collapse All to collapse or hide all lesson details, if necessary.

Open a book

You can open books in ePlanner for presentation and/or customization purposes by using the Add Materials link or a lesson block.

Add Materials link

  1. Click Add Materials. The Add Materials dialog appears.
  2. Find the book you want to open.
  3. Click Book info next to the book title. The Book info dialog appears.
  4. Click Open. The book appears in Present mode.
  5. Conduct your presentation or click the Edit Mode icon and customize the presentation.

Lesson block

  1. Find the lesson block that contains the book(s) you want to open.
  2. Click the lesson block to expand.
  3. Click the book title. The Book info Open dialog appears.
  4. Click Open. The book appears in Present mode.
  5. Conduct your presentation or click the Edit Mode icon and customize the presentation.

Customizations of a book appear in the My Customizations panel located in the reader and in the Customizations list below the book cover on the Library page. See About eBooks for more information. A book opens in its original format.

Use the Customizations panel to view and open customized books.

Copy and move a book

You can copy and move a book to other lessons in your plan.

Copy a book

  1. Find the book you want to copy.
  2. Drag the book to another lesson in your plan. The Copy/Move dialog appears.
  3. Click Copy. The book appears in 2 lessons, the original and other lesson selected.

Move a book

  1. Find the book you want to move.
  2. Drag the book to another lesson in your plan. The Copy/Move dialog appears.
  3. Click Move. The book only appears in the other lesson selected.

Configure small groups

You can create new groups and determine when your small group lessons will take place.

  1. Click Manage with the Gear icon. The Manage drop-down list appears.
  2. Select Configure groups. The Configure Groups dialog appears with the groups listed, if any.
  3. Drag the group(s) you created to specific days on your plan.
  4. Click Save and apply.

Use the New group button to create new groups for your small group configurations.

Add a lesson

You can add your own personal lessons like field trips or other types of instructional activities to your plan.

  1. Select a week and weekday.
  2. Click Add Lesson. The Add Lesson | My Lessons dialog appears.
  3. Type the name of your lesson in the Name box.
  4. Type the details of your lesson in the Lesson box.
You can also add or remove links in the Lesson box by selecting the Link icons in the toolbar.

Add a lesson note

You can add notes to the lessons in your plan.

  1. Click any lesson. The lesson block is expanded and shows the Add Note link.
  2. Click Add Note. The Lesson/Add note dialog appears.
  3. Type a note in the Add note box.
  4. Click Save. A Note icon and the note you added appears in the expanded lesson block.

Add custom day

You can add custom days to your plan by using the Manage > Add Custom Day option.

  1. Select a plan. The plan opens.
  2. Select a week on the Week of drop-down list or use the arrows, if necessary.
  3. Select Add Custom Day on the Manage drop-down list. The Insert Day(s) dialog appears.

The current date and Custom Day are default settings.

  1. Select a day.
  2. Click OK. The day is highlighted in the plan and appears with a Add Lesson and Remove Day links.
  3. Click Add Lesson. The Add Lesson | My Lessons dialog appears.
  4. Type a lesson title in the Name box.
  5. Type lesson details in the Details box.
  6. Select a duration.
  7. Add a standard.
  8. Click Save.
  9. Add more lessons to your custom day, if necessary.

You can use the Remove Day link to remove the custom day, if necessary.

Add materials

You can easily add materials to the lessons in your plan. Simply, filter the book titles by name, grade, letter/number level, or comprehension strategy and then choose the books that meet the requirements of your lessons.

  1. Click any lesson. The lesson block is expanded and shows the Add Materials link.
  2. Click Add Materials. The Add Materials dialog appears.
  3. Use any of the following filters.
  • Type a book title in the Filter by name bar and click the Magnifying glass icon.
  • Select a level (Letter or Number), Comprehension Strategy, or Grade from the left drop-down list.
  • Select additional filters from the right drop-down list, if necessary. The books meeting your criteria are listed.

Books are shown a grade above, below or at the Grade level filter you selected.

  1. Use the right or left arrows to display previous or next series of books.
  2. Choose the book(s) you want to add to your lesson.
  3. Click Save.

Use the Book info link to view information or open book(s).

Add non-teaching day

You can add non-teaching days to your plan by using the Manage > Add Custom Day option.

  1. Select a plan. The plan opens.
  2. Select a week on the Week of drop-down list or use the arrows, if necessary.
  3. Select Add Custom Day on the Manage drop-down list. The Insert Day(s) dialog appears.

The current date and Custom Day are default settings.

  1. Select Non-teaching Day.
  2. Select a day(s) on the calendar. The number of days selected appears below the calender with an option to reset, if necessary.
  3. Type a description in the Add Day Description box.
  4. Click OK. The day(s) is highlighted in the plan and appears with a Remove Day link.

You can use the Remove Day link to remove the non-teaching day(s), if necessary. The lessons for the non-teaching days are moved to the next available teaching days in your plan.

 

 

 

 

Last Updated: November 10, 2023