Individual development planning is the process of creating an action plan based on awareness, values, reflection, goal-setting and planning for personal development within the context of a career, education or self-improvement. It's an agreement between an employee and employer that certain skills should be improved, learned or that overall performance should meet a certain standard within a defined time period.
Personal development plans may also include a statement of one's career and lifestyle priorities, career positioning, analysis of opportunities, risks, and alternative plans.
Individual development planning benefits the organization by aligning employee training and development efforts with its mission, goals, and objectives. When using an IDP, supervisors develop a better understanding of their employees' professional goals, strengths, and development needs resulting in more realistic staff and development plans.
Employees take personal responsibility and accountability for their career development, acquiring or enhancing their skills. Some of the benefits of an IDP are,
- Provide an administrative mechanism for identifying and tracking development needs and plans
- Align employee training and development efforts with its mission, goals, and objectives
Learn about what are Development Goals and Performance Goals
Performance Goals VS Development Goals
Go to, Succession & Development - > Individual Development Plan
Step 1 - To create IDP's, click the ‘Add Individual Development Plan ’ button on the IDP screen.
The following screen appear once the user clicks the + icon
Step 2 - Select the employee from the 'Employee' field. The 'IDP Name' and the 'Coach' fields get automatically selected.
Field | Description |
Employee | Select the employee name |
IDP Name | This automatically gets created upon selecting the employee. |
Coach | The employee's supervisor is automatically selected upon selecting the employee. |
Description | Include the details of the created IDP |
Step 3 - Fill all the fields. Click "Save"
Individual Development Goals
Once the user clicks "Save", the Individual Development Goals section gets displayed. This section consists of three-goal types.
- Current Role
- Future Role
- General
It is possible for the user to create goals for each option by clicking the icon.
Step 4 - By clicking icon, The system navigates the user to the goals screen where the user can create goals for the employee.
Step 5 - Create goals for each section and click "Save". All the created goals are shown below.
Users can select already assigned IDP goals to the employee which were not achieved by that particular employee. If there are any existing goals that are not achieved, the icon gets enabled.
Step 6 - Add Existing goals to the IDP. Click " Select Existing Goals". The following window appears.
Step 7 -Once the user has created the goals. He/ She can initiate the IDP, by clicking the "Initiate” button.
Once the user initiates the IDP which is created for the employee ,when going to the employee's appraisal as the final evaluator's view, the "View Development Plan" button will be displayed. This option is only available for the Final evaluator.
Step 8 - Click "View Development Plan" to view the employee's IDP information (Future roles, Current roles, General, etc. ).
If an employee has multiple appraisals and when an IDP is created, the "View Development Plan" option is visible in the Main Evaluators review screen over an employee's appraisal.