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1. Navigate to Growth Path
On the left side of the screen, you will see the list of modules available in Peoplebox. Click on the Growth Path module to start creating your Individual Development Plan
2. Start Creating Development Plan
After clicking on the Growth Path module, the IDP screen will open. Click on the Create Development Plan button highlighted in blue color to start creating it
3. Choose Any One Plan Type
After clicking on the Create Development Plan button, the Choose the Plan Type screen will open. You will see different Plan Types, each with its own purpose. Choose any of the plan types that you want to create by clicking on the plan type you wish to select
We will choose the Personal Development Plan type for now. This plan type focuses on improving soft skills, leadership abilities, or personal growth areas
4. Proceed To Next Step
After selecting the plan scroll down to go to next step, you will see two options: Discard Plan and Next. Click Discard Plan if you want to cancel your plan
For now, we will click the Next button to proceed to the next step
5. Select Start and End Dates for your IDP Plan
In this step, you need to add details to your IDP plan: Select the Start Date and End Date for your IDP plan
6. Create Training Plan
After selecting the Start Date and End Date, scroll down to proceed to the next steps. You will see two options: Discard Plan and Create Plan
Click Create Plan to finalize and create your IDP
7. View Plan Details
After clicking Create Plan, a success message will appear at the top-right corner of the screen stating: Plan created successfully. Once the plan is created, you will see your plan details, such as: Plan Type, Plan Timeline (Start and End Dates)
8. Adding Objectives
If you want to include any objectives in your plan, you can add them under the Personal Development Plan field by clicking on the edit icon next to the text box under Personal Development Plan text
9. Create Development Areas
After creating your IDP plan, the next step is to create Development Areas. Click on the Create Development Areas button to start defining the areas for your plan. You can also create Nova AI Suggested Development Areas, but in the image shown, the option is not enabled. This feature is controlled by the admin. If the Nova AI Suggested Development Areas option is enabled by the admin, you will see an additional “Nova AI Suggested Development Area” button
For more information, please refer to this link: Nova AI Suggested Development Area | Peoplebox Help Center!
10. Select Development Area Type
After clicking the Create Development Areas button, the Create Development Areas window will open. You must first select the type of Development Area you want to create. Each option serves a different purpose and should be selected carefully based on your development need. There are three types of Development Areas:
Goal-Linked Development Area: In this type, you can create a Development Area for your goals. All goals owned by you present in the My Goals section under the Goals module will be available for selection. Use this when, A specific goal is below target or Manager feedback indicates improvement is required for a Goal
Competency-Linked Development Area: In this type, you can create a Development Area by selecting a competency that is already present in the system. Use this when, A competency needs improvement or Manager feedback highlights skill or behavior gaps
Freeform Development Area: The Freeform development area includes only the action items that you create while creating development area
11. Linking Goal to a Development Area
Now, choose the Development Area Type as Goal-Linked. Under the Select Goal field, enter the name of the goal you want to add to your development area
Note: Only one goal can be included while creating a development area. If you want to add another goal, you must create a separate development area for it
12. Naming Your Development Area
The next step is to assign a name to your development area
13. Linking Competency to a Development Area
If you choose the development area type as Competency Linked, a list of competencies assigned to you in the tool will appear under the Select Competency field. Select one competency from the list to associate it with your development area. You can add only one competency per development area. To include additional competencies, you will need to create a separate development area for each competency
14. Creating a Freeform Development Area
If you do not want to link a competency or goal to your development area, you can select Freeform as the development area type. In Freeform, you can create your own action items and add them to the development area. After selecting Freeform, enter the name you want for your development area
15. Creating Action Items for a Development Area
Once the development area is selected, the next step is to create action items for it. Under the Action Items field, you will see Action Item 1 field. Enter the name of the action item you want to include. Action items typically refer to tasks that needs to be completed. You can add multiple action items to a single development area
16. Select the Action Item Type
After entering the action item name, you need to select the type of action item. There are multiple action item types available. Next to the Action Item Name field, you will find the Action Item Type field. Choose the appropriate type from the list to categorize your action item
17. Adding Additional Details to an Action Item
Click “Add More Details” to provide further information about the action item
18. Provide Optional Details and Date Range for an Action Item
After clicking Add More Details, an Add Description section will appear where you can provide additional information for your action item. You may choose to add this information or leave it blank, as it is optional. You can also modify the date range for the action item if needed
19. Add Additional Action Items
To include additional action items, click “Add Action Items”. This allows you to create and add multiple action items under the same development area
20. Adding Course as an Action Item Type
In this example, we have added another action item and selected the Action Item Type as Course. If you choose action item types such as Course, Certification, Training, Time-Bound Program, or Project, the system will prompt you to select a Progress Type. The progress type defines how you want the course, certification, training, or project to be measured
21. Choosing a Progress Type
There are multiple Progress Types available. You can select the one that best fits your requirement, depending on the Action Item Type you have chosen
22. Entering Progress Tracking Data
After selecting Progress Type as Days, the next step is to add progress tracking data. Enter the number of days required to complete the action item you have created
23. Save Development Area
After creating all the action items, click “Save” to store the development area along with its associated action items
24. View Different Development Areas
After clicking Save, a success message will appear at the top-right corner of the screen, indicating that the development area has been created successfully
On this screen, you can now view the development area you have created, along with any linked goals or competency and the action items you have added, including their targets. To view the action items for a specific development area, click the dropdown icon located near to the development area name
25. Sharing the IDP to Enable Progress Updates
Please note that you will not be able to update the progress of your action items until the IDP is shared with your manager. Once the IDP is shared with the manager, you will be able to update the progress for each action item
26. Sharing the IDP with Your Manager
Once all the development areas are created, you must share the IDP with your manager in order to update progress. Click “Save & Share IDP with Your Manager” to proceed
27. Updating Progress After Sharing the IDP
Once you share the IDP with your manager, a success message will appear at the top-right corner indicating that the plan has been saved successfully and is now active. You can now update the progress of your development areas
Select any development area and choose the action item for which you want to record a check-in. Under the Progress column, next to the action item name, enter the progress value. Since the progress type in this example is set to Days, the progress field will display days, and you can update it accordingly
28. Updating the Progress Status
After updating the progress value, the next step is to update the status of your progress. Under the Status column, you will see a list of available status options. Select the appropriate status based on your progress toward the development area
29. Requesting Feedback After Achieving a Development Area
If the development area is Achieved based on the target, a dialog box will appear asking whether you would like to request feedback from your manager. You can choose the options based on your choice, either Request Feedback or Maybe Later
30. View Activity History for an Action Item
To view the activities related to a specific action item, click the comment box icon located next to the action item name. This will allow you to check all activities associated with your development plan
