Create/Edit Development Plan

Employees can collaborate online with their managers to create objective-based development plans and can also design a career path by determining proactive developmental activities and tracking and measuring targeted improvements that coincide with an employee's development plan.

Permission Note: The "Snapshot - Development Plans" permission enables users to access the Development Plans page and view the Create New Plan button. However, users must also have the "Development Plans - Manage" permission to create a development plan.

Navigation Warning Message: When creating or editing a development plan or development plan template, if you navigate away from the page without saving your changes, a confirmation pop-up opens to notify you that any unsaved changes will be lost. The pop-up gives you the option to leave the page and lose your unsaved changes, or stay on the page to avoid losing your unsaved changes.

To create a development plan, go to Performance > Development Plans, and click the Create New Plan button.

To edit a development plan, go to Performance > Development Plans. Next to the appropriate development plan, select the Options drop-down icon , and select Edit.

General Information

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

  • Plan 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. This field is required.
  • Category - From the drop-down list, select a category for the development plan, which is intended to help organize development plans. Selecting a development plan category is optional. If no categories are available, then this field is hidden. Administrators can configure which categories are available to select by configuring the Development Plan Preferences.
  • Description - Enter an overview of the development plan, 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.

Additional Information

An Additional Information section may appear containing additional questions that must be answered.

Administrator Note: When creating a plan from a template, the custom fields within the template override any custom fields that are configured within Development Plan Preferences.

Add Development Objective

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, 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.
  • 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.
    • Browse Recommended - Select this option to browse all recommended learning and development actions that may support your development objective. See the Add Objective - Browse Recommended 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.

Assignment

Depending on your role in the organization and your security permissions, you may be able to assign a development plan to other users. This section enables you to determine who is assigned the development plan.

This section can also be edited when editing the plan.

Note: When creating a development plan from a talent pool, the Assignment information is automatically set to the users in the talent pool. With this enhancement, the Assignment information cannot be edited, including the Include Subordinates option. This helps ensure the assignment matches the users within the talent pool.

The following assignment options may be available:

  • Self Only - Select this option to only assign the plan to you.
  • My Team - Select this option to assign the plan to members of your team, which may include you.
  • Custom Assignment - Select this option to assign the plan to any combination of users, organizational units (OUs), and groups.

Designate this as the Primary Plan for Assignees

Select this option to automatically set this development plan as the primary plan for all users who are assigned the plan. This option is only available until the plan is submitted.

Submit Plan / Save as Draft / Discard Changes

When you are finished creating your plan, select the Submit Plan button to send your development plan to the appropriate approving user; the plan status is Pending Approval. If approval is not required, the plan is automatically approved.

If you are creating a plan, but are not ready to submit, select the Save as Draft button. This saves the plan in Draft status and you may continue editing it prior to submission.

To discard the plan or any unsaved changes, select the Discard Changes button.

Navigation Warning: When creating or editing a development plan or development plan template, if you navigate away from the page without saving your changes, a confirmation pop-up opens to notify you that any unsaved changes will be lost. The pop-up gives you the option to leave the page and lose your unsaved changes, or stay on the page to avoid losing your unsaved changes.

Frequently Asked Questions