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Best practices for creating and managing Plans on Microsoft Learn

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This article explains the best practices for creating and managing Plans. If you're unfamiliar with Plans, review the Overview of Plans on Microsoft Learn article first.

Planning

  • Before building your Plan as a creator, work backwards from the learning outcomes you want learners to achieve through the Plan.
  • Write descriptive learning outcomes. For example, “create a canvas app using Power Apps”, “Permit and administrate in Power Apps”. Don't describe the technology or feature.
  • Use the Title and Description of the Plan to communicate the value of the Plan to the learner. For example, the title, “How to build your first app using Power apps” with a description, “Learn how to Power Apps to build and deploy professional-grade apps easily using templates, drag-and-drop features, and prebuilt AI components.”
  • Create milestones of content intentionally and use the descriptions to clearly communicate what a learner can expect in each milestone. For example, “Learn how to start building your app from data with Power Apps, edit properties, insert new items and screens and create actions.”

Content & Structure

  • Add content thoughtfully to each milestone making sure that they support the description you have provided. You can edit the milestones and move items within milestones to achieve this clarity.
  • Each milestone requires that you provide recommended days for completion. Learners may not go through the entire Plan or each milestone in a single sitting and will go at their preferred pace. Provide a number in days for each milestone keeping in mind the breadth of what you are asking them to learn and pace the milestones accordingly. We recommend that no milestone exceeds 14 days and that no Plan exceeds 30 days. If you find yourself creating a Plan that exceeds 30 days, consider creating more than one Plan. We want Plans to be long enough to support the acquisition of skills and learning outcomes but short enough that most learners will start and complete the Plans within the timeframe.
  • Organize your milestones and content in a linear fashion so that each progressive milestone builds on the previous one.

Inviting learners and learning groups

  • When you invite learners, they receive an email that explains what Plans are. However, you may also consider reaching out to them to keep an eye out for this email.
  • Create learning groups to simplify your reporting and allow you to see how learners within groups are completing their Plans.

Next steps

To learn more about Plans and how to use them, visit these articles: