Creating Study Plans

Creating a study plan is a step-by-step process. You fill in the prospect's details through a series of forms, preview the result, and then generate a professional PDF. The PDF includes all the programme information, modules, fees, and a personalised letter. You can then share it with the prospect via a tracking link, WhatsApp, or email.

Each time you generate a study plan, a brand new record is created. Nothing gets overwritten. You will always have a complete history of every plan you have ever made.

Step 1: Pick a Programme

On the Dashboard, click one of the programme cards:

MBA - Master of Business Administration (12, 16, or 28 months, 20+ specialisations)
MIM - Master in Management (12, 16, or 28 months)
MEdu - Master of Education (12 or 24 months)
RPEL Diploma - Prior Experiential Learning (12 months, SME or Administrative Management)

Step 2: Choose Your Profile & Version

Two dropdowns appear at the top of every step:

Advisor - Select your advisor profile. If you are linked to one, it will be selected automatically.
Version - Choose which version of the study plan to create:

Pre (Sample)

Creates a sample with "SAMPLE ONLY" watermarks. Use this to show prospects a preview before they commit.

Version 1-5

Creates the real study plan with the prospect's actual information. No watermarks.

Each version has its own text (entry requirements, university description, etc.) that admins can edit separately. See Study Plan Versions.

Step 3: Prospect Information

Fill in the prospect's personal details. Fields marked with * are required:

Name *

Full name. Appears throughout the PDF and the personalised letter.

Email *

Used to send the study plan if you choose the email option.

Phone *

Used for WhatsApp sharing. The system formats it automatically.

Greeting *

How to address them: Mr, Ms, Mrs, Dr, Prof.

Gender *

Male or Female. Used for the letter.

Race *

For record keeping.

Citizenship *

Malaysian or Non-Malaysian. Affects fees and entry requirements shown.

Age

Optional.

Step 4: Professional Information

The prospect's work and education background:

Job Position *

Current job title.

Organisation *

Company or institution name.

Industry *

Type to search and select from the list.

Job Level *

Seniority level (e.g. Executive, Manager, Director).

Highest Qualification *

Diploma, Bachelor, Master, PhD.

CGPA *

Grade range. Helps determine entry path.

Study Field *

Their field of study for their highest qualification.

Working Field *

Years of relevant work experience.

Years of Experience *

Total working years.

Step 5: Programme Details

Choose the programme specifics:

Majoring * - The specialisation area (e.g. Human Resource Management, Marketing, Finance)
Duration * - How long the programme takes (varies by programme)
APEL - Tick this if the prospect needs an APEL assessment (prior learning credit)

Step 6: Career Goal

These details personalise the letter in the PDF. All five fields are required:

Main Career Goal - e.g. Get promoted, Change career, Start a business
Future Role - What position they want (Manager, Director, Entrepreneur)
Skill to Improve - Key skill they want to build (Leadership, Analytics, etc.)
Business Problem - Real challenges they face at work
How Programme Helps - What they expect to gain

Step 7: Areas of Interest

Pick at least one interest area from the list. These help personalise the letter content.

Step 8: Personalised Modules

Choose 1-3 online courses (Coursera) that match the prospect's interests:

Module 1 (Required) - Course name and the organisation offering it (e.g. Google, IBM)
Module 2 (Optional) - An extra course
Module 3 (Optional) - Another extra course

Step 9: Preview & Generate

Before generating the PDF:

Click Preview to see the complete study plan in your browser
Review everything: cover page, letter, modules, fees, and personalised courses
Use the step navigation to go back and fix anything
Click Generate Study Plan to create the PDF

After generation, you will get a tracking link. You can then:

Copy the link to share manually
Send via WhatsApp
Send via email

Each generation creates a new separate record, so every study plan you have ever made stays available in the history.