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Creating Individual and Group Interventions

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If a student needs additional support, you can create an individual intervention plan to help them build a skill or meet a goal. You also have the ability to create a group intervention plan for multiple students who are receiving the same support.

Either you can search for a student you already know needs additional support, or you can use the filters in Student Success to find an individual student who meets certain criteria for a tiered intervention.



Creating an Individual Intervention Plan

To create an Intervention plan for a student you can begin by either searching for a student you already know needs additional support, or you can use the filters in Student Success to find an individual student who meets certain criteria for a tiered intervention.

1. On the student’s page, click the Create Plan button to start creating an intervention plan for them (Figure 1.): 

(Figure 1.)
  •  A new page will appear asking for Intervention Type, Tier, Intervention Goal, Intervention Strategies, Start Date, Duration, and Program categories, and Intervention references where you add optional notes and hyperlinks to external resources.
  • Work with your student support team to determine the best course of action for the student and fill out the form accordingly. See the Glossary for more information about each field (Figure 2.).

(Figure 2.)

  • In Intervention References, you can paste links directly into the text field or by clicking the “link” tool in the text editor to hyperlink and direct you to any external documents (Figure 3.).



(Figure 3.)
  • When choosing how you will track progress, you can either select “Notes only” or “Custom method”. A custom method allows you to update progress quantitatively using numerical values. This could be useful for monitoring scores, which will be tracked visually with a graph and a goal line (Figure 4.).

(Figure 4.)

2. Select Continue once you have filled out the required information.

3. After selecting Continue, you will be taken to the progress monitoring section of this page.

  • Here you can select a Champion, the Monitoring Method, and add an optional Pre-intervention reflection (Figure 5.). 

(Figure 5.)

4. Once you have finished, click Create Intervention.

  • The intervention will now be visible on the student’s page (Figure 5.). Everyone who has access to that student’s page can see the interventions they are receiving and how they are progressing towards their goal.
  • If references have been added, they can be viewed and opened from the bottom section in the expanded view your student's plan titled “Intervention References”(Figure 6.).
  • Anyone can add a note, but only the Champion, team members, and creator of the plan have the ability to update progress, complete the intervention, edit intervention completion information, reopen intervention plans, or delete the plan. 
  • You can always return to your intervention and edit it if you need to. If you plan to change strategies, we recommend closing out this intervention and starting a new one so that the record of the student's progress and strategies that have been used is not erased.

(Figure 5.)


(Figure 6.)


Creating a Group Intervention Plan

Group interventions should be used when multiple students are receiving the same intervention from the same educator or team of educators.

First, use the checkboxes to select the students you want to include in your group intervention (Figure 7.). In the top right corner of the screen, click " Create group intervention plan".

(Figure 7.)

Students in a group intervention plan will have the same intervention goal. If you choose to track progress using the  custom method, you can assign different numeric baselines or targets to support each students individual learning process (Figure 8.). Click Create Intervention to save your custom method.

(Figure 8.)

Aside from Group Name, all the fields are the same as when you're creating an individual student plan. See the glossary for complete details of each field. All fields are required, so you may find it helpful to fill out these details in your Student Support Meeting or with the champion who will be responsible for the students' progress. 

Click Create Intervention to save the plan.

Add a Student to a Group Intervention

You can add students to a group intervention plan, but beforehand you'll want to note that all students within the group will have the same plan details, including the start date. So if you’re already a few weeks into the intervention, consider starting a new group or creating an individual intervention plan for that student. 

To add a student to an existing group intervention plan you will:
  1. Navigate to the “My Group Plans” page on the sidebar.
  2. Select the intervention you want to update. 
  3. Click the “More actions” dropdown  on the top right on the page and then select “Edit group plans” (Figure 9.). 


(Figure 9.)

Next, you will see a short summary of the plan, so you can be sure which plan you are adding students to.

Click the dropdown and start typing the name of the student you want to add. As you type, you will see student names appear below the text box. Click on a student's name to select them. You may continue searching and adding as many students as you would like (Figure 10.).

(Figure 10.)

Once you have selected the students you would like to add, click  Save in the bottom right corner to make sure the students are added to your plan.

Managing an Intervention Team

You can add members to an intervention team so that they can do things like updating progress or editing, completing, and deleting an intervention.  Keep in mind that any account included as a member of the intervention team will have the same permissions as the champion or creator. 

For Individual Student Interventions:

1. Click on the Students tab (Figure 11).

(Figure 11.)

2. Search for the student or select from your student roster. 

3. Locate the intervention plan and click on the More actions drop-down menu (Figure 11.).

(Figure 12.)

 4. Click on Manage team (Figure 12.).

(Figure 12.)

5. Advance to Add or Remove Team Members.

For Group Interventions

1. Click on the Groups (Figure 13.)

 (Figure 13.)

2. Click on "Manage team" (Figure 13.).

(Figure 13.)

3. Advance to Add or Remove Team Members.

Take Action

Analyze your intervention plans outside of the Student Success platform, by using the Export feature in the groups tab.

Exports provide educators with the ability to view critical student support data, and intervention data via a pdf or .csv file. intervention export  allows educators to export intervention data for any student they have access to, with fields such as number of # of sessions completed, minutes/session, total support minutes, and goal met. You can learn more by visiting the "Exports and Printing Your Data" article in Panorama Academy.

Add or Remove Team Members

Before getting started, keep in mind the following:

  • For individual student interventions, only users with access to the individual students will be eligible to be added to the team.
  • For group interventions, any user may be added as a team member. However, they will be able to see only students they have access to. 

To add or remove team members from your intervention plans:

1. Click on the drop-down menu (Figure 14.). 

(Figure 14.)

2. Type the name of the user(s) to be added to the intervention team or select from the available options.

3.  If you need to remove any team members, click on the X icon for that member (Figure 15.). 

(Figure 15.)

4. When you are done, click on the Save button (Figure 16.).

(Figure 16.)

Newly assigned team members will receive an email notification indicating that they have been added to an intervention’s’ team.

Your Intervention Team Membership

To find out in which plans you have been added as an intervention team member, click on My Plans in the left navigation panel (Figure 17.).

(Figure 17.)


Student Success

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