Creating a Development Plan

What can I learn from this page?	How to create a Development Plan
Who is this page for?	Account Admins, All Users

Getting started

Once Develop has been turned on for your organization, all users have access to Develop from the main navigation. To access Develop go to Development > Development plans.

When an employee visits Develop for the first time, they will be prompted to create their first development plan. Creating a development plan involves completing two guided workflows:

• Step one: Know yourself - a guided self-reflection. Reflect on your strengths and what you care about. Consider your long-term work and career aspirations. Use these to help decide on the objective of your plan.
• Step two: Build your plan - build an actionable plan. Determine the skills and behaviors you need to work on to achieve your objective. Focus on one growth area at a time to set goals and actions.
• Ready for review: Step three - Review plan together : Make time to have a development conversation with your manager.  Review and discuss your draft plan together, once you are both happy, then the plan is ready to be actioned.

Confirmation notifications

After the “Build your plan” workflow is completed, we prompt the manager to review the plan together with their direct report or mentee. 

 

Inviting employees 

Once Develop has been turned on for your organization, all users have access to Develop from the main navigation. To access Develop go to Development > Development plans.

As an HR leader, you can get your employees on board by copying the development plan's URL and sharing it through your preferred messaging platform. Any employee in your employee data file will be able to access Develop.

 

Development Managers

When an employee creates a Development plan for the first time, they will be prompted to select their “development manager.” This person will be able to view (but not edit) the employees’ development plans. They will also be prompted with important updates to the person's development plan.

The development manager can be any employee in the employee data file. It does not need to be your manager in the organizational hierarchy. This supports organizations that have mentors and coaches who are not direct line managers. Employees are limited to having one development manager. 

 

 

Confirmation notifications

After completing each of the two development planning workflows (“Know yourself” and “Build your plan”), we notify the employee via email.

After the “Build your plan” workflow is completed we prompt the manager to schedule a 1-on-1 via email to regularly review the plan together. 

Reminder Notifications 

We schedule a series of notifications to encourage users to finish creating their plans. 

Reminder notifications are scheduled after every major step in the development planning flow until completion. Notifications will be sent every 3 days to a maximum of 2 times. Completing one of the steps (e.g., completing step 2: build your plan) will cancel notifications scheduled by a previous step.

Notifications are sent to the preferred email address of the employee creating the plan. 

 

Delete closed development plans

To remove unwanted development plans, you must close the development plan first, then navigate to previous plans, select the plan that you would like to delete and then select delete plan. Once a development plan has been deleted, this will automatically delete the goals associated with it.

 

 

Admin features

Reporting

Admins can see aggregate level data on:

• Participation
• Responses to self-assessment questions
• Motivators 
• Strengths 
• Growth areas

With new Develop reporting, you can:

• Access data on employees’ development needs and interests to inform your L&D initiatives.
• Measure effectiveness with real-time development confidence data, answering questions including “Do employees have a clear sense of their development goals?”.
• Track development participation to understand adoption across your company.
• Filter all data by demographic variables and timeframes, allowing for targeted action.

Use this reporting to easily understand and improve development programs to maximize talent, increase retention, and future-proof your business.

You can now filter the Develop reporting dashboards based on your accounts demographic data.

Skills Customisation

Account admins can create, edit and delete skills and skill groups. You can access the ‘manage skills’ section from the Develop home page or within your account settings. 

Those skills are displayed when employees select their strengths and growth areas within the development planning workflow and flow through to the aggregate reporting dashboard when selected.

Newly created skills will not impact development plans already created - they will only impact employees who create a new plan after your changes are published. 

Customising skills will remove the ability for users to create their own skills whilst in the Development Plan workflow.

Currently, other aspects of the development planning workflow can not be modified. 

Note: If you do not wish to customize the Core Skills, you can use the default options provided by our People Science team.

Details on how to use this feature are covered in this demo 👉 Skills Customization Demo.

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