The Online Health Program
Planner Part 1: Beginner's
Guide
1.1 Introduction
Audio Transcript: This audio presentation is the first in a series of six parts that will provide an overview on how to use the Online Health Program Planner, also known as the “OHPP”. This first installment is a beginner’s guide to using the OHPP and will get you familiar with the layout of the online tool, and its basic features.1.2 Disclaimer
Audio Transcript: This document may be freely used without permission for non‐commercial purposes only and provided that appropriate credit is given to Public Health Ontario. No changes and/or modifications may be made to the content without explicit written permission from Public Health Ontario.1.3 Navigation Menu
Audio Transcript: In the upper right‐hand corner of the slide, you will see two tabs. The menu tab provides a list of all the slides in the webcast and allows you to navigate through them, while the notes tab contains a full transcript. To navigate through this webcast, use the 'previous' and 'next' buttons on the bottom right‐hand side of the screen and feel free to pause the lecture at any time.1.4 Series Learning Objectives
Audio Transcript: By the end of the audio presentation series, you will be able to: 1.create an account and get started 2.populate worksheets and generate plan outputs 3.understand unique uses of OHPP outputs 4.effectively use additional resources within the OHPP to support your program planning 5.locate additional information within the OHPP to provide program planning support 6.Use the OHPP to save time in your work1.5 Part 1: Overview
Audio Transcript: In this presentation we will: state the purpose of the Online Health Program Planner; provide a brief overview of the online tool; demonstrate how to create an account on the Public Health Ontario website and log into the Online Health Program Planner; demonstrate how to get started on creating your own unique plans using this flexible tool; and demonstrate where to find help if you have questions or need further instruction along the way.1.6 Part 1: Learning Objectives
Audio Transcript: By the end of this presentation, you will be able to: Sign up for an OHPP account and create a plan Navigate through the main features of the OHPP Troubleshoot using the various help features available within the OHPP1.7 The Purpose of the OHPP
Audio Transcript: The Online Health Program Planner is an online interactive planning tool designed to help you make program planning decisions. It is a fully bilingual tool based on a six step planning model that is evidence based and proven to be effective. The original online tool was launched in April of 2009, and was updated and re‐launched in 2014. Now that we’ve moved from a paper workbook to an online interactive environment, we are able to offer more decision‐making support, and guidance for our clients.1.8 An Overview of the OHPP
Audio Transcript: The Online Health Program Planner is a tool designed to help the user work through the planning process. The OHPP is a collection of interactive worksheets designed to support evidence‐informed decision‐making. The worksheets are based on The Health Communication Unit’s 6 step planning model, which is proven to be a successful planning strategy. Essentially, planning is a series of decisions, from general and strategic decisions to specific operational details, based on the gathering and analysis of information. This 6 step planning model encompasses strategic planning, program planning, and operational planning, and provides a logical approach to assist health promotion practitioners in the process of planning health promotion programs. This is a genericplanning model suitable for any topic that you may be working on. On the home page the 3 main components of the tool are featured: 1.Program Planning Steps: which help the user make evidence‐informed planning decisions about their program design. 2.Project Management Tools: designed to help the user iron out the implementation details of their project (for example; developing a work plan, identifying stakeholder roles, outlining resources and budget). 3.Online Business Case Creator: which is a tool that will help the user to analyze their project and make recommendations about whether a project should move forward.
1.9 An Overview of the OHPP
Audio Transcript: Each of the steps shown on the left has a series of sub‐steps which are expanded on the right side of the slide. Each sub‐step has a series of matching worksheets resulting in a total of 17 interactive worksheets. This is a very flexible tool because you can choose the steps and worksheets that meet your needs at a certain point in time. The OHPP supports a variety of levels of experience. It has nicely formatted outputs to support funder requirements, proposal writing, community collaboration, and so on. This is an excellent model if you are working with a multi‐stakeholder planning team or through a multi‐stakeholder planning process. There are 36 different outputs from the OHPP generated by the worksheets. If youcomplete all the worksheets, depending on the complexity of your plan, the final plan is approximately 15‐20 pages long. All of the outputs are in Microsoft Word format and are therefore easy to share and modify.
1.10 How to Create an Account
Audio Transcript: Now that you know a little more about the OHPP, let’s get started by creating an account! It is free to create an OHPP account, and you can login from any location, to create newplans or update existing plans.
1.11 How to Create an Account
Audio Transcript: From the Public Health Ontario homepage, click the blue “Register” button at the top‐ right of the page to create an account. Fill out the registration form and click the “Save settings” button at the bottom‐left corner of the page to continue. After you click the button, you will be directed to a “Thank You” page and an email will be sent to the address you provided in the form. You will need to open that email and click a link to activate your account.
1.12 How to Create an Account
Audio Transcript: If you don’t see the activation email in your inbox, check your spam/junk mail folders. When you click the link in the email, you will be directed to a PHO page where you can create a password for your account.1.13 How to Create an Account
Audio Transcript: When you click the link in the email, you will be directed to a PHO page where you can create a password for your account. Enter a password using the guidelines on the page and click the button at the bottom to continue.1.14 How to Create an Account
Audio Transcript: Enter a password using the guidelines on the page and click the button at the bottom to continue.1.15 How to Create an Account
Audio Transcript: After clicking the button, you will see a confirmation message and a link to Login to PHO. Click the link at the bottom of the page to login.1.16 How to Create an Account
Audio Transcript: Enter your user name, which is your email address, and the password you just created. Select your preferred language and click “Login” to continue. You will be re‐directed to the PHO homepage. Now that you are logged‐in, you will notice you now have a “My Profile” button in the top‐right corner, as well as a “Logout” button. You can edit your account information or log out of the system using these buttons.1.17 Logging in to Your Account
Audio Transcript: Now that you’ve created your account, you can login from the Public Health Ontario homepage by simply clicking the “Login” button in the upper right corner of the screen.1.18 How to Create a Plan
Audio Transcript: A ‘Plan’ in the OHPP creates a detailed program proposal and is populated by filling in the worksheets. Your account can have as many plans as you’d like ‐ all on different topics, and types of programs. Each plan you create will have access to a separate copy of all the steps and worksheets in the OHPP.1.19 How to Create a Plan
Audio Transcript: Once you are logged‐in, click the “Services & Tools” button in the main navigation bar, then click “Online Health Program Planner”. The main navigation bar will change now to reflect the OHPP webpage you are on. Click on “My Plans” from the main navigation menu, then click “Choose or create a plan” to get started. PHO requires a bit more information before you can start creating your first plan. Click “Register Here” and fill out a brief form to continue. This is a one‐time form to be completed before beginning your first plan. No furtherforms are required to create additional plans. Fill out this short form and click “Submit” to start creating your plans. Click the link on the confirmation page to continue. You are now ready to start planning! Click “Create a new plan” to begin your first plan.
1.20 How to Create a Plan
Audio Transcript: Give your plan a name and add some optional notes, then click ”Create”. You will see a listing of all the plans you create on this page. You can edit, delete, or make a copy of your plans under the Actions column on the right. To begin working on your plan, click edit this plan. The plans row in the chart willhighlight in yellow when selected, and the plan will become active as listed in the status column. You are now ready to begin exploring the Steps and Worksheets for your plan! On the left of the screen you will see the Program Planning Steps navigation menu. There are six steps. Each step has a series of sub‐steps, and each sub‐step has a worksheet. Depending on the complexity of your plan and your current needs, you can either complete all of the worksheets or only the steps that are relevant to your program. When you click on a Step from the menu, you will see a detailed description of that step. Read through this page for instructions on this Step and some important tips for completing the associated worksheets. To begin working through the individual worksheets click on a sub‐step, for example, “1.1 Understanding the context”. A form will appear on the right of the screen where you can begin to input your plan data. A very important note!!! Do not forget to save your worksheets BEFORE clicking on other areas of the page. Your worksheets will not auto‐save. You will need to click the “Save” button located at the top or bottom of each worksheet in order to save your progress before clicking “Next”, visiting another page on the site, or exiting the site.
1.21 Where to Find Help
Audio Transcript: There are many resources available in the Online Health Program Planner if you need help. Each worksheet has a specific “Help” tab with more guided instructions if needed. Click on the tab at the top of the worksheet to view. Click back to the “Worksheet” tab when you are ready to proceed. There is also a “Purpose” tab for every worksheet that lists additional information about the specific purposes of that worksheet. If you are ever unsure about the necessity of a worksheet for your plan, consult this tab and then decide if the worksheet is right for your plan.You will notice “help icons” in many areas of the worksheets. Hover your mouse over these icons at any time to find tips about how to answer questions within the worksheets. We also have workbooks available under the “Learning Centre” tab in the main menu. There is a workbook for both the program planning steps and the online business case creator. Each workbook contains detailed information about each step within these tools, and how to complete and use the information within each worksheet. They include additional information for each step of the OHPP, such as: descriptions on what each step is about; an explanation of the importance of each step; detailed instructions on how to do each step; and many “how to” tips.
