Development Planning Report

Review and access the results of the admin development planning report

Jessie Walsh avatar
Written by Jessie Walsh
Updated over a week ago

What can I learn from this page?

A guide to accessing and interpreting the results of the admin development planning report

Who is this page for?

Account Admins

Note: Plans created before June 20, 2023, cannot be viewed by Account Administrators, as employees agreed to a different privacy statement that indicated their plans would not be visible to Account Administrators.


The Development Planning Report can be accessed by account administrators from the 'Development Plans' page. This report is divided into three sections:

  1. Participation: This section contains aggregate-level data on the completion rates of development plans.

  2. Insights: This section provides aggregate-level data on self-assessment questions, as well as top motivators, strengths, and areas for growth.

  3. Employees: In this section, you can search for and view individual development plans.

Participation report

The Participation section helps you understand the progress of employees across the organization through the three steps of creating a development plan.


You can apply various filters to the reports, such as different time periods, steps in the plan creation process, or any demographic data uploaded to the platform. For instance, you can filter the report to view how many employees from the Engineering department have created a new plan in the last six months.

View by Filter

The 'View by Filter' feature enables you to compare participation rates across any demographic variable. For example, you could adjust the filter to 'City' to see participation across different locations (e.g., Berlin, London, Melbourne, New York). This allows you to identify which areas of your organization have high or low participation rates.

Export Individual Usage

You also have the option to export an individual usage statistics report. The export will reflect any filters you have applied to the page. Each row in the exported report represents an employee in your organization (or in your employee data file). This enables you to see where each employee is in the process of creating a development plan. Additionally, you can see a 'Last Activity' timestamp that indicates when they last edited their development plan.

Insight report

The Insights section provides you with access to aggregate-level data on the content of employees' development plans. This includes data from self-assessment questions as well as information on top motivators, strengths, and areas for growth.

This data can be utilized to understand the needs and preferences of employees across your organization. It can inform learning and development initiatives, hiring decisions, and succession planning.

Development confidence

The 'Development Confidence' score reflects the current sentiment of employees towards their personal development. Higher scores indicate a more effective development planning process.

The 'Development Confidence' score is based on aggregated responses to the following three questions:

  1. Do I have a clear understanding of my development goals?

  2. Do I see a motivating future for myself at this company?

  3. Do I have a clear understanding of the skills and knowledge I need to develop?

These questions are chosen because they encapsulate the three aspects of an effective development planning process. A well-structured development planning process helps employees understand the skills and knowledge they need to develop, set clear goals, and find motivation for their future at the organization. The score averages the most recent responses from each employee that match the applied filters.

You can apply filters to the report for different sections of your organization or even specific managers. This can help you understand which people leaders are successful in developing their team, and which ones might require additional support.

Development focus

The 'Development Focus' section sheds light on where employees are directing their development efforts. It can be used to understand how many employees are aiming to develop in their current role, are working towards a promotion, are considering a different type of role, or are simply exploring their options.

  • Employees focusing on their current roles might be building skills needed for their present duties, expanding or deepening their expertise, or keeping up to date with new trends in their industry.

  • Those aiming for a promotion are likely focusing on development areas that will prepare them for the responsibilities of a more senior role.

  • Employees who are preparing for a new opportunity might be honing the skills and knowledge needed for their next career steps.

Understanding where employees are focusing their development aids in succession planning. For example, you can filter the reports to a specific area of your organization to understand how many employees are interested in moving into a more senior role.

Development conversation status

The 'Development Plan Conversation Status' aids in understanding the level of involvement of managers in their team's development. A plan is set to 'Active' when an individual marks their plan for review and confirms whether they have had a development conversation with their manager.

This feature enables you to identify instances where managers may not be dedicating sufficient time to reviewing their direct reports' plans.

Strengths and growth areas

Top strengths represent the specific skills and competencies that employees believe they excel in. It shows the total number of employees who identify a particular competency as a strength. These competencies might be ones that they're recognized for, or that others approach them for assistance with.

Top growth areas highlight the specific skills and competencies that employees are focusing on developing. The system displays the total number of employees who identify a particular competency as an area for growth in their development plan.

Applying filters to the page can provide insight into the priorities of different employees within your organization. For instance, a Sales leader can filter the insights report by their department to understand which training programs they should implement.


The 'Motivators' section indicates which aspects of work employees find most and least motivating. The development planning process can aid employees in identifying aspects of their work that they find most enjoyable, thereby enhancing their engagement at work.

Employees Report

From the 'Employees' report, Account Administrators can access a dashboard that shows the status of every employee's development plan and when it was last updated.

You can filter the report based on the status of the development plan:

  • Draft plans are in the process of being completed by the employee.

  • Plans ready for review have been completed by the employee but are awaiting the manager's review.

  • Active plans have been reviewed by the manager and are currently being worked on.

  • Closed plans are no longer active.


Similar to other reports, you can filter this report to view different employee groups. For example, you could filter the report based on employees' performance outcomes to see the development plans of all underperforming employees.

Viewing individual plans

Once a plan has been set to active, administrators can select an employee to view the content of their development plan.

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