# Mentor Alliance Business Coach Kit – My Plans

## **Mentor Alliance Business Coach Kit – My Plans**

[![Screenshot 2026-09-30 131902.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-30-131902.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-30-131902.png)

The **My Plans** module allows coaches to create, edit, assign, and customize content plans for client onboarding by combining custom journeys, pre-built templates, and file attachments.

#### **Assigning a Plan**

**[![Screenshot 2026-09-30 132011.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-30-132011.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-30-132011.png)**

<div _ngcontent-ng-c103652482="" class="container" id="bkmrk-assign-plan-modal%3A-s"><div _ngcontent-ng-c452120087="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Assign Plan Modal**: Select a coaching client from the dropdown menu to assign a content plan.
- **Automatic Progress Tracking**: Assigning a plan initializes all included journeys directly on the client’s dashboard with initial progress tracking enabled.

</div></div>#### **Editing &amp; Building Content Plans**

[![Screenshot 2026-09-30 131357.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/V8Fscreenshot-2026-09-30-131357.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/V8Fscreenshot-2026-09-30-131357.png)

[![Screenshot 2026-09-30 131430.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/screenshot-2026-09-30-131430.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/screenshot-2026-09-30-131430.png)

<div _ngcontent-ng-c103652482="" class="container" id="bkmrk-plan-details%3A-define"><div _ngcontent-ng-c452120087="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" inline-copy-host="">- **Plan Details**: Define or update the mandatory **Plan Name** and **Description**.
- **Adding Content Items**:
    
    
    - **Add Journey**: Append journeys directly into the plan sequence.
    - **Add File Attachment**: Attach supplementary documents or resources.
- **Journey Library Side Panel**:
    
    
    - Toggle between **My Journeys** and **Templates** tabs to find relevant content.
    - Click **+ Add to Plan** on any card to include it in the active plan.
    - Click the **Eye Icon** on any journey card in the library or item row to launch a quick preview popup.
- **Journey Quick Preview Modal**: Displays the journey’s full stage breakdown, stage descriptions, and total stage counts with an option to **Open Full Preview**.
- **Item Management**: Reorder items in the plan using the up/down arrows or remove them using the trash icon.

</div></div>#### **Creating a New Plan**

[![Screenshot 2026-09-30 131357.png](https://library.buildrunkit.com/uploads/images/gallery/2026-09/scaled-1680-/npascreenshot-2026-09-30-131357.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-09/npascreenshot-2026-09-30-131357.png)

<div _ngcontent-ng-c103652482="" class="container" id="bkmrk-plan-creator-canvas%3A"><div _ngcontent-ng-c452120087="" aria-busy="false" aria-live="polite" class="markdown markdown-main-panel md-content enable-luminous-fast-follows enable-updated-hr-color tutor-markdown-rendering" dir="ltr" id="bkmrk-plan-creator-canvas%3A-1" inline-copy-host="">- **Plan Creator Canvas**: Set a **Plan Name** and **Description** on a fresh canvas.
- **Library &amp; Attachment Options**: Open the **Journey Library** sidebar to browse through **My Journeys** or **Templates**, preview journeys via the eye icon, and attach required documents before clicking **Save Plan**.

</div></div>