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Benchmark

IDP (Individual Development Plan)

This component enables you to plan and record the development of each individual employee. For ease of data entry and to maximise display capabilities, access to various sections of the plan is by a series of tabs.

For help on activities associated with this form, go to People - Activities

Main Area

The main area identifies the person, their role and the period for the IDP. It includes basic buttons, and incorporates the various tab sections.

Buttons:

Button Function
Save Save changes
Close Close the record

Summary Tab

The 'Summary' section is a free text area for use by the person preparing the plan (typically, the employee's Supervisor or immediate manager). This may be useful for providing further insight into some of the issues in the 'Review details' section.

Review Details Tab

Fields:

Fields Description
Obj No. The objective number or order
Objective The details of the performance objective
Standard The performance standard for the objective
Comment comments
Assessment The assessment for the objective

The 'Review details' section enables multiple records to be kept, each with fields for entering an objective on which an employee is to be assessed, the required standard, and the employee's assessment rating. The assessment ratings provided are based on a simple model whereby an employee is considered as failing, meeting, or exceeding expectations. The default entry is 'Not assessed'. This model may be adjusted to suit your organisation's needs. To adjust the ratings structure, see How to edit an item in a Lookup Table.

Action Plan Tab

Fields:

Fields Description
Item No. The Item number or order
Action Required The details of the action to be taken
By Who The person responsible for the action
Core Skill The core skill being developed
Required by The date the action is to be completed by
Achieved on The date the action was completed
Inactive A flag to indicate if the action is no longer required
Reason The reason an action has been made inactive

The 'Action plan' enables actions to be planned that will help the individual achieve their set objectives. For example, completing a relevant training course. Each record should be given an item number, have the action specified, along with 'By who', 'Core Skill' and the 'Required by' date. The action would normally be assigned to the employee themselves OR the person that is responsible for providing / arranging any specified training / development.

Preparation Tab

The 'Preparation' section should be completed with the names for the employee, their supervisor and the reviewer along with the dates when the plan was developed and agreed.

Completion Tab

The 'Completion' section should be signed off when the plan period has ended. Fields are allocated for the employee and reviewer (typically, 2nd line manager) to add their comments if desired. It is assumed that the 1st line manager would enter their comments in the 'Summary' section of the plan. Sign-off requires entry of the appropriate passwords.

Contents | People | For help on activities associated with this form, go to People - Activities