User Topic

Performance Review - Development Plan

Use the Development Plan section to add training and action steps to the reviewee's development plan on the performance review. Administrators can configure the Development Plan section to build upon the reviewee's existing primary development plan or create a new performance review development plan. If the Development Plan section is set to build upon the reviewee's primary development plan, the section behavior depends on the status of the reviewee's existing primary development plan. See Performance Review - Development Plan - Primary Plan Status.

View Primary Development Plan

The Development Plan performance review section can be configured to either add training and action steps to the reviewee's existing primary development plan or to a newly created performance review development plan. If configured to add items to the reviewee's primary development plan, then the reviewee's existing primary development plan is displayed. Note: If the reviewee's primary development plan is modified outside the performance review while the review is in progress, the modified objectives, training, and action steps are updated for the in-progress review.

Add 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. See Performance Review - Development Plan - Add Objective.

Objective Options

Click the Actions drop-down to view the available options or for development plan objectives. Options are:

  • Add Training
  • Add Action Step
  • Edit Objective
  • Delete Objective

See Performance Review - Development Plan - Objective Options.

Training Options

If training options are added to objectives within a development plan, reviewers can click the training title to open the Learning Object (LO) Details page for the training item. See Learning Details Page (Legacy Design).

For training items added to the development plan during the performance review task, you can add or delete training by clicking the option in the Actions drop-down .

Note: The Actions drop-down is not available for training items that are added to the development plan prior to the performance review task. These training items cannot be edited or deleted within the performance review section.

See Performance Review - Development Plan - Training Options.

Action Step Options

Within the Development Plan performance review section, the action step details (title, category, progress, and due date) can be provided when the action step is added to the objective or when editing the action step.

For action steps added to the development plan during the performance review task, you can edit or delete an action step by selection an option in the Actions drop-down .

Note: The Actions drop-down is not available for action steps that were added to the development plan prior to the performance review task. These action steps cannot be edited or deleted within the performance review section.

See Performance Review - Development Plan - Action Step Options.

Primary Development Plan - Sync Now

The user's primary development plan is pulled in to the Development Plan section of the performance review. If the user's primary plan changes while the performance review is open, the user is notified within the Development Plans section of the review, and they are given the option to sync the new or updated primary plan into the review and remove the previous plan from the review. When the new plan is synced with the review, any comments or modifications that were added to the plan within the review are not saved.

Development Plan Section Completion

The development plan approval process occurs after the entire performance review is complete and submitted and training items and action steps are added to the development plan.

When the performance review is completed and submitted, a snapshot of the development plan objectives, training, and action steps is captured. Any items added, removed, or modified from the development plan outside of the performance review are not reflected in the performance review.

Training items and action steps are only added to the development plan if the task is completed and submitted. If the performance review task is Incomplete, Past Due, or Not Submitted, the items are not added to the development plan.

 

Last Published: 9/10/2021   © 2021, Cornerstone OnDemand