In this guide, we’ll show you how to create template plans with the Soma Analytics Plan Builder. Template plans are key to streamlining your workflow, and we recommend setting up a few different templates to suit various needs.

Name Your Template Plan

Save the Plan As

Create Session

Click on “Add Session” to create a new session.

Name Each Session:

Use names like “Baseline”, “Session 1”, “Session 2”, etc.

Typical Session Layout:

Set Session Cycles

Determine how many times the athlete should repeat a session by entering a value in the “Cycles” field. By default, it is set to 1 cycle.

Add Scales

Enhance session feedback by selecting scales from the dropdown menu.

Examples of Scales:

Activate Baseline Comparison (Optional)

Turn on Baseline Comparison to automatically generate and send reports after post-baseline tests. This should only be enabled for baseline sessions.

Note: Enabling this feature automatically sets session cycles to 2, so athletes complete the same baseline test at both the start and end of the plan for accurate comparisons.

Enable Minute-on-Minute Mode (Optional)

For detailed performance analysis, enable “Minute-on-Minute” tracking for each session.

Now that all your sessions are set up, it’s time to design the template plan.
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Add Drill to Session

Click on “Add Drill” and select the task.

Set Parameters:

Repeat this process until the session is complete.

💡 Tip: When creating template plans, we recommend developing two core templates: one with 12 sessions and another with 16 sessions.

With these two templates ready, you can quickly load the appropriate one, personalize it by naming it for each athlete, add the necessary drills, and send it directly to their device. This streamlined process saves you time while maintaining consistency across your training programs.

Click “Save Template” to store your plan for future use. When you load a template later, you can modify it as needed—Soma will create a duplicate, keeping the original intact.

If you want to update the master template, go to the Inactive tab, make your changes, and they will be reflected the next time you load the template.

For maximum efficiency, we recommend creating a few empty templates (e.g., 12, 16, or 20 sessions long) with all your preferred settings, such as RME, RPE, RMF, and MoM enabled, along with a baseline comparison. You can also set up basic templates with extra drills that you can remove or adjust as needed—giving you full flexibility in your planning.

📝 All plans are automatically saved as you create them. To find a saved plan, check the Active tab if it’s been assigned to a user. If it hasn’t been assigned to anyone, look in the Inactive tab.

The Power of Template Plans

The beauty of template plans is that you can create multiple templates, load them, and customize them for specific users. Soma always duplicates the most recent master template, allowing you to edit freely without affecting the original. When you edit a master template, the changes will be reflected the next time you load it, ensuring you always work with the latest version.

⚠️ Important

Please note that users cannot be added directly to a master template. This restriction serves as a safety measure to prevent unintended updates. If users were connected to a master template, any changes made to that template would automatically update all associated plans, potentially leading to unintended consequences.

To maintain the integrity of your plans:

Master templates are created without users. This allows the system to duplicate the master template when loaded, enabling you to make edits freely without affecting the original design.
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Editing a Master Template: To edit a master template, navigate to "My Plans," find the template under the 'inactive' tab, and make your changes. The next time you load this template, it will include all recent updates, ensuring you always work with the latest version.

🚨 Deleting Sessions – Important Warning 🚨

If you delete a session that has already been completed by a user (or multiple users), all data from that session will be permanently lost.

⚠️ This action cannot be undone. Once deleted, the data cannot be recovered.

Click on "Create Plan" to begin.

Name Your Plan

Enter a name for your plan.

This could be specific to an individual athlete or a group, depending on your needs.

Save the Plan As

Choose Your Template

Select the desired template from your list of saved templates.

Customize the Template

Edit the plan as necessary to tailor it to the specific needs of the athlete or athletes.

Assign the Plan

Once customization is complete, assign the plan to the athlete or athletes.

We have created a PDF of plans designed to serve as guidelines, helping you get started with Soma quickly and effectively. These plans offer a flexible framework for structuring a program, allowing you to adapt task placement, duration, intensity, and periodization to meet the unique needs of your athletes.

📥 Download