Create Development Plan from 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.

When development plan templates are created and made available by administrators, you can use them to assist in creating your development plan. When you selects a plan template, all of the information in the template is added to a development plan, at which point you can modify or remove any of the objectives, learning items, or action steps. The development plan name, description, etc. default to those of the template, but you may modify them as appropriate.

To create a development plan using a template, go to Performance > Development Plans. Then, select the Options button and select the Create Plan from Template link. This option is not available if no templates are available.

Preview Template

To view a template before selecting it, select the Preview link for the template. A preview of the template opens in a flyout. You can then select the Apply button within the flyout to begin creating a development plan from the template.

Select Template for Development Plan

To select a template, select the Apply Template link for the template. This creates a new development plan with the information contained in the selected template. You can then modify or remove most of the information as needed. Any custom fields that were added to the template will appear in the plan, which overrides any custom fields that were added via Development Plan Preferences.

See Create/Edit Development Plan (Redesign).