Development conversations and plans
Boost employee growth with personalized development plans that align skills, career goals, and business objectives through training and coaching
Key steps
- Assess skills and set goals - Use self-assessments, manager feedback, and peer reviews to identify gaps and set SMART goals.
- Outline the development plan - Create clear, tailored steps, including training, mentorship, certifications, or special projects.
- Assign training and learning tasks - Delegate workshops, on-the-job assignments, and cross-training with built-in task management.
- Track progress and celebrate milestones - Monitor completion of development activities and celebrate achievements with recognition or new opportunities.
- Collect feedback and adjust plans - Use built-in forms and check-ins to gather feedback, measure outcomes, and update plans as needed.
Advantages
- Adaptable for any team or role
- Adjust complexity depending on development focus, simple learning plans or career pathway programs
- Perfect for organizations that want to grow talent from within, build engagement, and reduce turnover
Why it matters
Supports growth
Enables scaling, readiness for change, and capability building
Builds trust
Enhances credibility, safety, and confident decision-making
Boosts productivity
Increases focus, output, and team effectiveness
Improves retention
Keeps valuable talent longer and lowers hiring costs
Try it for FREE
Get full access to this template and 50+ HR workflows
No credit card. No demo calls.
Cancel anytime.
Key workflow features
Assign and delegate tasks
Make it clear who’s doing what, by when
Smart reminders
Stay on track with prompts for actions, follow-ups, or prep
Track progress
See what’s done, what’s next, and keep everyone aligned
Custom and flexible steps
Start with a template, then tweak steps and fields to fit your team
Collect feedback and data
Gather insights with built-in forms, reflections, or data collection
