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1. Adding Objectives to an IDP Plan
To add an objective to your IDP plan, click on the Edit option available under your plan. From there, objectives can be added to the plan
2. View IDP Plan Details
You can also view the details of your IDP plan, such as the plan type, timeline, and the review cycle that you have selected, are displayed here
3. Save and Share the IDP Plan
Once all the details are verified as correct, the next step is to save and share the IDP plan with your manager. Only after the IDP plan is shared with your manager you can update the progress of your action items in the development areas
4. Update Progress of Development Area Action Items
After the IDP plan is shared with your manager, the next step is to update the progress of your development area action items. Choose any action item you want to update. Next to the chosen action item, in the Progress column, enter the number of days completed as your progress out of the 15-day target
In the example shown in the image, 5 days have been entered
5. Update the Status of an Action Items
After updating the progress, you need to update the status of your action item. Click on the dropdown icon present under the Status column to select and update the current status of your action item
6. Update the Status of an Action Item
After clicking the dropdown icon in the Status column, select the appropriate status for your action item. Available statuses include Not Started, On Track, Behind, At Risk, Achieved, and Discard. Choose the one that best reflects the current progress of your action item in the development area
7. Adding an Update to an Action Item
To provide an update on your action item’s progress in the development area, click Add Update on Progress option under Share Update column. This allows you to share new information about the current status of the action item
8. View Your Updates
Once you have added your updates, they will appear in the Share Update Column, as shown in the example image
9. Edit an Update
You can edit your update by clicking the Edit option available next to your existing update
10. Add a New Update
You can add a new update to an existing action item by clicking the New Update option available
11. View Activity Details of an Action Item
If you want to see all activities related to a particular action item such as progress check-ins, comments, who updated the progress, and what updates or comments were made they are all displayed in one section
To view these details, click the Comment icon next to the action item under the Action Items column
12. View the Action Item Details
After clicking the Comment icon, the details of the action item will open on the right side. By default, the All-Activities screen will be displayed, showing all updates, progress, and comments related to the action item
13. Click All Activities
If you want to see only the progress check-ins, or comments, click the All-Activities dropdown option
14. Click on the Check-ins and Comments option
After opening the All-Activities dropdown, click on the Check-ins and Comments option to view only those specific activities
15. View Check-ins and Comments
After selecting Check-ins or Comments, only the activities related to the chosen option will be displayed in the section
16. Request Feedback After Completion
If an action item’s target is Achieved or its status is updated to Achieved, you will see a prompt notifying you that you have completed the development action item. The prompt will also ask if you want to request feedback from your manager on how you performed
To request feedback, click Request Feedback. If you do not want to request feedback, you can choose Maybe Later option
17. View Each Development Area Overall Progress
You can also view the overall progress of your development area on the right side of the action item. It is displayed as a progress bar
18. View Progress in Doughnut Chart
You can view the overall progress of your development area and action items in a doughnut chart. Each section of the chart represents a different status and shows the percentage distribution across categories
19. Understanding the Doughnut Chart
You can hover over each section of the doughnut chart to see what each color it represents. It will show how many action items are At Risk, Achieved, or On Track
You can use the same view to check the status for your development area or check-in status
