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Checklists

How to use personal development plans

Checklist

  1. Identify who should be responsible for each employee's personal development plan (PDP) - typically, the employee's line manager.
  2. Create a learning culture which encourages everyone to develop; consider using external mentors for the most senior managers.
  3. Make sure the employee understands the company's objectives and how he or she contributes.
  4. Develop a standard set of questions to use as the basis for discussion about the employee's objectives, strengths and development needs.
  5. Encourage the employee to identify personal development objectives - even if these are not directly related to the job.
  6. Assess how employees' objectives match the company's requirements; be prepared to negotiate a mix of objectives to suit both the employee and the company.
  7. Consider whether challenging, long-term objectives or more immediate needs suit the employee best, and discuss preferred learning methods.
  8. Agree up to three specific, realistic and measurable key objectives and deadlines; identify priorities and any interim objectives.
  9. Identify how learning in the workplace can contribute: for example, providing new tasks and responsibilities, together with on-the-job guidance.
  10. Identify any role for formal training, particularly if several employees will be able to benefit or if special expertise is needed.
  11. Identify opportunities for self-directed development, together with support and encouragement from the manager.
  12. Ask the employee to assess progress against the objectives, and discuss problems, typically every three months; provide positive feedback.
  13. Agree revised objectives and new development opportunities.
  14. Measure how cost-effectively PDPs contribute to achieving business goals; identify other factors preventing success (eg poor systems).

Cardinal rules

Do:

  • use PDPs for every employee
  • encourage the employee to identify personal objectives and needs
  • negotiate objectives which suit you both
  • focus on a small number of priorities and establish clear objectives
  • regularly review progress
  • provide support and encouragement

Don't:

  • impose objectives
  • assume that one size fits all
  • limit development to isolated training exercises