Create a Plan
1
Go to Staff and open the staff member’s profile
2
Select Professional Development from the sidebar
3
Select Create Plan for the relevant year
You can create plans for the current year, or for next year (from October onwards).
Adding Goals
Plans contain two types of goals:
Annual Targets — ongoing development goals measured by hours or activity count
- Example: “Complete 10 hours of industry currency activities”
- Progress updates automatically as staff log approved activities
Specific Activities — individual tasks with a due date
- Example: “Attend Leadership Workshop by March 31”
- Completed when an approved activity is linked to the goal
To add a goal, open the plan and select Add Annual Target or Add Specific Activity.
Each goal needs:
- A competency area it relates to
- A target (hours or activity count for Annual Targets)
- A due date (required for Specific Activities)
Tracking Progress
Goals show their status as staff complete activities:
| Status | Meaning |
|---|---|
On Track | Progress is on schedule |
Behind | Falling behind expected progress |
At Risk | Overdue or significantly behind |
Complete | Goal achieved |
The plan summary shows overall progress and highlights any goals that need attention.
What Happens Next
- Staff can view their plan in the Staff Portal under My Professional Development
- When staff log activities, they can link them to specific goals
- Only approved activities count toward goal progress