Planipedia:Community Portal

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Planipedia is a community-based site and relies on the contributions of users like yourself to provide usable, valuable information on financial planning worldwide. By participating in Planipedia you are helping to achieve the vision to offer education and tools on financial planning to a worldwide audience for free. This Community Portal page is designed to provide a place to share ideas on how people can become more involved.

How You Can Contribute - Content is Critical
User of the Month

If you want to become User of the Month or simply want to understand how you can share your skills to the Planipedia community, there are several ways you can contribute to the vision. Keep in mind, every user has a different knowledge, skill and available time set, so you should choose the method of contributing that is best suited to you.

You should also become familiar with the Planipedia Rules so that your contributions are beneficial and not problematic.

If you are already contributing to Planipedia in any of these ways, we extend our thanks. Keep up the good work! We value the diversity and value you add to this collective project. If you are a registered user, you too will have a Contribution Score that gives you an idea of your long-term and short-term assistance.

Although we are happy for contributors to indicate that they were the "source" of information, they must understand that the information can be used by anyone without acknowledging the source.

Planipedia Meetings

Although the primary way to communicate in Planipedia is using the Discussion tab on various screens including this one, at this time users are invited to join a bi-weekly Planipedia update and information session.

Beginning November 25 the meeting schedule will rotate (starting with Round 2) in order order to accommodate various timezones. These sessions are held every 2nd Wednesday. Calls use Skype and start at the following times:

City Round 1 Round 2 Round 3
Toronto 7:00 am 3:00 pm 11:00 pm
Vancouver 4:00 am Noon 8:00 pm
Hawaii 2:00 am 10:00 am 6:00 pm
Sydney 11:00 pm 7:00 am 3:00 pm
China/SEA 8:00 pm 4:00 am Noon
Mumbai 5:30 pm 1:30 am 9:30 am
Moscow 3:00 pm 11:00 pm 7:00 am
London Noon 8:00 pm 4:00 am

To access the visual portion go to in your web browser.

Elaine Hartjes is the User of the Month for October with a score of 170. The User of the Month has the highest contribution score of all registered Planipedia users, calculated from the number of pages they have added and edited. Honourable Mention goes to Shawn Brayman and Lori Magee as contributors with significant scores.

Active users allow Planipedia to continue to provide valuable information on financial planning to the world. As such, Users of the Month are awarded special administrative status with enhanced capabilities to moderate Planipedia content. For more information go to user level powers.

Planipedia Peers

Get in touch with other individuals, corporations and institutions that are already using Planipedia by commenting on their user:discussion tab. List of Users

Invite others to participate

A key aspect of the success of any community based initiative like Planipedia is that like minded individuals are introduced to it, and that as a result some will take an active role in contributing more content or introducing it in turn to their members. This can be as simple as sending an email to a friend or colleague to say "take a look". It may also involve approaching an association or organization to see if they are interested in becoming a supporter. If there is an organization (a professional body, a planning firm, an educational group, etc) you feel is worth approaching, we have crafted an Introduction to and PlanPlus Planitpage. You can simply send them a link to this to start the "exploration" or this community offering.

Planit Portal

Go to the Planit software tool to produce financial plans and run calculator reports. To understand more about Planit see the page Planit Community Edition.

Minutes to Planipedia Meetings

As outlined under Planipedia Meetings, we are holding bi-weekly meetings of any volunteers who attend to discuss operational details and help make decisions about next steps in our efforts. These steps may be approaching additional Supporters, encouraging more content development, issues around security or abuse of the system etc. We will try and keep minutes to these meetings and if possible record them for those interested but unable to attend.

Frequently Asked Questions

It sometimes take a little effort to understand how a Wiki community works. Who is in charge? How do you distinguish opinion from fact? What if you put in an article then someone who disagrees deletes or changes your content?

For some general observations on this, see these comments on How a Wiki Works.