Copying a Prior Year Plan

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Teachers often reuse plans year-to-year. While it is important to adjust instruction to suit each new group of students, it can be helpful to recycle the same structures and strategies that proved successful in previous years.

Copying plans from the previous school year allows you to reuse or adapt existing plans without having to recreate them from scratch.

For example, your introductory lesson for Unit 1 was popular with students last year, so you want to do the same for this school year. Instead of recreating each content block, you can copy the whole plan and then edit your content blocks as needed to fit the needs of your new students.

Copying plans can help you save time, maintain consistency, and create different versions of plans where needed.

Quick Guide

  1. Select My Planners from the main menu.

  2. Open the current year prep to which you want to copy the prior year plan.

  3. Select Copy from [year] from the template options.

  4. Use the Prep drop-down and the calendar menu in the Copy from [year] Planner window to locate the plan you want to copy. Then, select Copy to [date].

Illustrated Guide

Step 1: Select My Planners from the main menu.

Step 2: Open the current year prep to which you want to copy the prior year plan.

Step 3: Locate the instructional day to which you want to copy the plan then select Copy from [year] from the template options.

Note: The year shown in the Copy from [year] label is based on the instructional calendar one year before the instructional calendar you are currently planning in.

For example, if you are planning for September of the 2026-27 school year, the label reads “Copy from 2025-26”. When selected, the calendar menu defaults to September 2025, exactly one instructional year prior to the date for which you are planning. Then, it matches the instructional day from that prior year to the instructional day of the current year, so if you are planning for Day 10 of 2026, the selected date on the prior year calendar is Day 10 of 2025.

You can only ever see plans and preps from one year prior.

Caution: The template options only appear if no content blocks have been added to the plan. If any content blocks exist, you must delete the plan to make the Copy from [year] option available. Deleting a plan is a permanent and irreversible action. Be certain that you want to permanently delete the content blocks on this date before deleting the plan. If you want to save your content blocks but still want to copy a plan from the previous year to this date, consider moving the plan instead of deleting it.

Step 4: In the Copy from [year] Planner window, find the plan you want to copy:

  1. Ensure that the correct prep is selected in the Prep drop-down menu.

  2. Use the calendar menu to choose the date from which you want to copy a plan. A blue dot indicates that a plan exists for that date.

  3. Review the plan in the preview window to confirm and then select Copy to [date].

A copy of the selected plan now appears in the chosen date in your planner.