Learning Plan

Question

How do I create a learning Plan. I found and saved a course but when i tried to add to a plan it did not let me.

---

Moved from "``Microsoft 365 and Office Microsoft Viva Viva Learning"

Answer 1

Creating a learning Plan on Microsoft Learn requires using a Collection first; content cannot be added directly to a Plan until that Plan exists and is in an editable state.

To create and use a Plan:

1. Ensure sign-in
   • Sign in to a Microsoft Learn profile. Creating, starting, and completing Plans all require being signed in.
2. Create a Collection
   • Save the course and any other Learn content into a Collection.
   • If a suitable Collection already exists, it can be reused. Otherwise, create a new Collection and add the course to it.
3. Convert the Collection to a Plan
   • Go to the Collections page in the Learn profile.
   • Use the option to copy that Collection to a Plan.
   • When the Plan is created, the Collection’s title, description, and section descriptions are copied, and sections become Plan milestones. The original Collection remains unchanged.
4. Edit the Plan (before publishing)
   • In Plan edit mode, add optional learning outcomes and recommended “days to milestone.”
   • Add or remove content, reorder or edit milestones, and move items between milestones.
   • Additional Learn content can be added to the Plan by opening the content page, selecting the + icon, choosing the Plans tab, and selecting the target Plan. This works only for unpublished Plans that are still editable.
5. Publish and share the Plan
   • Once satisfied, finalize and publish the Plan.
   • Use Manage > Invite learner to copy a link or send it via email, or create learning groups with unique links.
   • After publishing, Plans (per the limitations) cannot be edited, so any content additions must be done before publishing.
6. Start or resume the Plan as a learner
   • Open the Plan and select Start (sign-in required). If it is not an official Microsoft Plan, consent will be requested to share progress with the Plan creator.
   • Later, go to Profile → Plans and select Resume to continue.

If adding the course “to a plan” did not work, typical causes based on this behavior are:

• No Plan exists yet (only a Collection), so the course must first be added to a Collection and then that Collection converted to a Plan.
• The Plan is already published; published Plans cannot be edited, so new content cannot be added.
• Not signed in to a Learn profile when attempting to add content.

---

References:

• Plans on Microsoft Learn
• How to create and manage plans on Microsoft Learn
• How to start and complete plans on Microsoft Learn