Development Conversations and Plans
Tasks & Phases Included in This Workflow
Phase 1: Goal Setting and Skills Assessment
1. Identify Business and Role Requirements
Define skills, knowledge, and performance levels required for the employee’s role.
2. Assess Current Skills and Performance
Conduct self-assessments, peer reviews, and manager evaluations to identify skill gaps.
3. Set Career and Development Goals
Establish short-term and long-term goals aligned with the employee’s career aspirations and business needs.
Phase 2: Development Planning
4. Create a Personalized Development Plan
Outline clear steps, required training, and development activities.
Use SMART goals: Specific, Measurable, Achievable, Relevant, Time-bound.
5. Select Training and Learning Resources
Assign relevant courses, certifications, or on-the-job learning tasks.
6. Identify Mentors or Coaches
Pair employees with mentors or supervisors for guidance and support.
7. Define Success Metrics
Establish performance indicators to measure progress and learning outcomes.
Phase 3: Implementation and Support
8. Enroll in Training Programs
Register employees for relevant workshops, online courses, or certification programs.
9. Provide Ongoing Support
Schedule regular check-ins with managers or mentors to discuss progress and challenges.
10. Encourage On-the-Job Learning
Assign special projects, cross-training, or stretch assignments to reinforce new skills.
Phase 4: Monitoring and Evaluation
11. Track Progress and Milestones
Use task management tools or reports to monitor training completion and performance improvements.
12. Conduct Progress Reviews
Hold quarterly or biannual reviews to evaluate development plan effectiveness.
13. Adjust the Development Plan
Update goals and training activities based on evolving business needs and employee career growth.
14. Recognize Achievements
Celebrate milestones and achievements with promotions, new responsibilities, or recognition programs.