Create/Edit Development Plan Template (Redesign)

This page applies if the Redesigned Development Plans functionality is enabled.

Development plan templates allow an administrator to create a predefined development plan, including objectives, training, and action items that a user can access and then modify to match their specific needs. When creating a template, the administrator selects a specific user population that can view and request the template. For example, if an administrator is creating a development plan template for managers, they can configure the availability so that it is only available to managers. Or, if an administrator is creating a development plan template for the marketing department, the administrator can configure the availability so that it is only available to users in the marketing department.

To create a development plan template, go to Admin > Performance > Plan Templates. Then, click the Add New Template button.

To edit a development plan template, go to Admin > Performance > Plan Templates. Next to the plan you are editing, select the Edit icon.

General Information

Begin defining the development plan template by entering the following basic information about the plan:

  • Template Title - Enter a title for the development plan template. This title appears on the Development Plan Templates page. The character limit for this field is 3,000 characters. This field is required. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.
  • Category - From the drop-down list, select a category for the development plan template, which is intended to help organize development plans. Selecting a development plan category is optional. Administrators can configure which categories are available to select by configuring the Development Plan Preferences. See Development Plan Preferences (Redesign) - Overview.
  • Description - Enter an overview of the development plan template, including its purpose or focus. This field can be formatted using the text formatting options. The character limit for this field is 3,000 characters. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Custom Fields

Custom fields can be added to a template by selecting the Add Custom Field button. The selected custom fields are included in any development plan created using this template. The fields must be created first from the Custom Fields area of the system. See Custom Field Admin - Development Plans.

Objectives

Development plans are creating by adding development objectives to outline what you are trying to achieve in your development plan. Objectives are the target areas of the plan. For example, if you are creating a development plan to improve your communication skills, you may create an objective to improve your writing skills. This objective should contain all of the training and actions you need to complete in order to achieve the objective, such as completing writing classes or shadowing a writer at your organization.

To add an objective to the development plan template, select the Add Objective button. This opens the Add Development Objective page where you can define the objective. Begin by providing an overview of the objective:

  • Objective Title - Enter a title for the development plan. This title appears on your Snapshot: Development Plans page as well as anywhere else your plan is visible. The character limit for this field is 3,000 characters. For portals with multiple languages enabled, use the Translate icon to localize the title. This field is required.
  • Category - From the drop-down list, select a category for the objective, which is intended to help organize development plan objectives. Selecting an objective category is optional. If there no categories available, then this drop-down is hidden. Administrators can configure which categories are available to select by configuring the Development Plan Preferences. See Development Plan Preferences (Redesign) - Overview.
  • Learning and Development - This section provides different ways for you to add learning and development actions to your plan. The following options may be available:
    • Search for Learning - Select this option to search for learning opportunities that may support your development objective. See the Add Objective - Search for Learning section below for additional information.
    • Add Development Action - Select this option to add an action step that is required to achieve the development objective. See the Add Objective - Add Development Action section below for additional information.

After defining the objective, select one of the following options:

  • Save and Return to Plan - Select this button to save the objective and return to the Create a Plan page.
  • Save and Add Another - Select this button to save the objective and begin adding another objective to the plan.

Availability

This section enables you to determine which users can create a development plan using this template.

Select the Select Users button to open the Select Users flyout. From the drop-down menu, select the user criteria type, such as User, Group, and OU type. You can select any combination of criteria to create the availability, and the selected criteria appear in the Selected tab.

Save Template / Cancel

When you are finished creating the template, select the Save Template button. The template will be available to users who are within the configured availability.

To discard the template or any unsaved changes, select the Cancel button.