Template plans help you standardize your programming workflow inside Soma Analytics. By building a few core templates, you can quickly duplicate, personalize, and assign structured cognitive training programs without starting from scratch each time.
This article explains how to create, save, and load template plans using the Plan Builder.
Step 1. Create a New Template Plan
Name your template plan
Give your template a clear, descriptive name so you can easily identify it later.
Examples: 12-Session Template or 16-Session Cognitive Load Block.
Save the plan as
Select Template.
Step 2. Set Up Sessions
Add a session
Click Add Session to create a new session.
Name sessions
Use a simple naming format such as:
Baseline
Session 1
Session 2
Session 3
Set session cycles
Determine how many times each session repeats. The default is one cycle.
Add scales
Select feedback scales from the dropdown menu to capture post-task data.
Fatigue (RMF)
Effort (RME)
Exertion (RPE)
Activate baseline comparison (optional)
Enable Baseline Comparison to automatically generate and send pre- and post-test reports. When enabled, the cycle count is automatically set to two for accurate comparison.
Enable Minute-on-Minute mode (optional)
Turn on Minute-on-Minute (MoM) tracking for detailed data collection during sessions.
Step 3. Design the Template Plan
Once your sessions are created, you can design the training structure.
Add drills to sessions
Click Add Drill, then set parameters for each task:
Duration: Total task length
Intensity: Cognitive load level
Mode: Select the training mode
Repeat until all sessions are complete.
Recommended template setup
For most coaches, two base templates are ideal:
12-session plan for shorter training cycles
16-session plan for extended cognitive training blocks
Configuration tips
Apply scales to every session
Enable baseline comparison for the baseline session only
Turn on MoM for sessions where you want detailed trend analysis
Once your templates are ready, you can quickly load, personalize, and assign them to athletes. This saves time while maintaining structure and consistency.
Step 4. Save the Template Plan
Click Save Template to store your plan for future use.
When you load a template later, Soma automatically creates a duplicate so you can edit freely without affecting the original version.
To update your master template:
Go to My Plans → Inactive tab.
Find your template.
Make edits directly.
Your changes will be reflected the next time the template is loaded.
Tip: Create empty templates (e.g., 12, 16, or 20 sessions) pre-configured with RMF, RME, RPE, MoM, and Baseline Comparison to speed up future plan creation.
How to Load a Template Plan
Click Create Plan.
Name your plan (e.g., “Athlete Cognitive Block 1”).
Save the plan as New Plan.
Select your template from the saved list.
Customize the plan as needed for the athlete or group.
Assign the plan once ready.
Important
Soma automatically duplicates the most recent version of your master template each time it is loaded. This ensures you can make edits freely without altering the original.
Templates cannot have users directly assigned.
This is intentional — if users were linked to a master template, edits could automatically overwrite active training data.
To protect your structure:
Master templates remain user-free by design.
When loaded, Soma creates a duplicate that can be edited safely.
To update a master, go to My Plans → Inactive tab, make your changes, and they’ll apply to all future duplicates.