> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ret.systems/llms.txt
> Use this file to discover all available pages before exploring further.

# Enable and Configure the Development Planning Module

> Enable Development Planning, assign managers and owners, create development themes, and build your School Development Plan in Clever School Systems.

Follow the steps below to enable the Development Planning module and build your School Development Plan from the ground up.

<Note>
  Initial setup requires Administrator access.
</Note>

## Quick Start

<Steps>
  <Step title="Enable the module">
    Go to **Administration > Modules** and enable **Development Planning**.
  </Step>

  <Step title="Assign a Development Plan Manager">
    Go to **Administration > Users** and assign the **Development Plan Manager** role to one or more members of staff. Managers have full control over plans, themes, and areas.
  </Step>

  <Step title="Assign Development Plan Owners">
    Still in **Administration > Users**, assign the **Development Plan Owner** role to the relevant members of staff. Owners can be assigned responsibility for individual plans, areas, initiatives, and actions.
  </Step>

  <Step title="Create Development Themes">
    As a Development Plan Manager, create the **Development Themes** that areas will be grouped under (e.g. Teaching & Learning, Pupil Wellbeing, Leadership & Management).
  </Step>

  <Step title="Create a Development Plan">
    Create a new **Development Plan** — or clone an existing one as a starting point — then assign **Development Areas** from your available Themes.
  </Step>

  <Step title="Assign Owners and Supporters to each Area">
    For each Development Area, assign an **Owner** and, optionally, a **Supporter**. The Manager who created the area is set as the default Owner.
  </Step>

  <Step title="Area Owners create Initiatives">
    Area Owners create **Initiatives** within their area and assign Owners and Supporters to each initiative.
  </Step>

  <Step title="Initiative Owners add detail">
    Initiative Owners add **Rationale**, **Monitoring** information, and **Resources** to flesh out each initiative.
  </Step>

  <Step title="Initiative Owners add Success Criteria and Actions">
    From the initiative details page, Initiative Owners add **Success Criteria** and individual **Actions**, assigning each action to a named member of staff with a due date.
  </Step>

  <Step title="Action Owners update progress">
    Action Owners update the completion **Status** of their actions and add **Notes** as work progresses.
  </Step>

  <Step title="Initiative Owners add termly updates">
    At the end of each term, Initiative Owners can add a termly **progress update** to record impact and reflect on next steps.
  </Step>
</Steps>

## Cascading Plans

Once your whole-school plan is in place, you can cascade it to create department or subject plans:

* Clone the whole-school plan to give department or subject teams a ready-made starting framework.
* Department owners then develop shared elements further for their team's specific needs and priorities, without affecting the whole-school plan.
* MAT groups can cascade a central group plan to each school, allowing individual schools to develop their own local priorities within a common structure.

<Tip>
  Each plan summary page shows a visual status overview so you can see at a glance what is on track, behind, or complete — useful for governor reports and SLT briefings.
</Tip>