Planner Getting Started

Presentation Materials

For presentations, using PowerPoint or other tools you may want to export the Scenario Map Image and Legend using Export Button on the bottom left of the screen.    

Creating Reports

Understand the impact of a scenario by selecting Reports under the Export button in the lower left-hand corner. Reports will open at the bottom of the screen first and then in Excel.  Select the Report Type desired from the Report Type drop-down menu.

Summary Window

The summary window displays in real time the impact to capacity and racial balance with each step. More detailed reports are available in Planner as well as Adviser but the summary window provides instant details as well.

Reassigning the selected students

Once an area has been selected, select the green Change button in the upper left-hand corner of the screen. Next a dialogue box will appear, from the options choose the building to assign the selected areas to and fill in the details. A confirmation appears on screen when completed correctly. The summary line must be […]

Select an Area Using the Drawing Tools

Drawing Tools are located on the upper left-hand corner of the map. Three options are available for drawing. The three options are:  Draw a Point, Draw a Polygon or Draw a Line.  For selecting multiple neighborhoods select  Draw a Polygon Click on the map where you want to begin and slide the mouse to the […]

Configure Attribute Filters

Click on the pencil icon in the green Filters area. Choose the attributes desired for the scenario.  Do you want to eliminate some groups of students from the scenario data?  For example, consider how to account for transfer students and those in specialized programs for each scenario.  Are you moving only one grade?  

Choosing School Type

In the upper right-hand corner of the screen, select the desired School Type. Boundaries for any level (elementary, middle or high school) will be shown on the map and only students at that level are shown in summary window or on map.

Visualizing Students and Using Layers

The Overlay section controls the layers, labels and various content on the map. Understanding the power of layers is important to unleash the power of GuideK12. Managing the visualization of the students on the map: Click on the Green Overlays button on the right-hand side of the screen. At the bottom of the drop-down menu […]

Name the Scenario and Select Vintage

The scenario will be private until you choose to share it. Select the base vintage to run all scenarios against by selecting from the drop-down menu. The vintage is the data set that all scenarios utilize.  Many districts will choose to use October attendance data for example.  If you are not seeing multiple data options, […]

Creating or Opening a Scenario

Please follow the steps below for creating or opening scenarios: To Create a New Scenario: Click to the left of the Planner logo on Scenario Options to get started. Click Create a New Scenario. you will be asked to name your scenario and choose a Base Vintage of student data and boundaries to begin with. […]