Create an IDP to define growth goals, action items, and a timeline for an employee's professional development. The completed plan appears in Growth Studio for ongoing tracking.
Before You Begin
- An admin must have configured at least one IDP template. If no templates appear, contact your admin.
- Admins and managers can create IDPs for others. Employees can create IDPs for themselves.
Steps
Create an IDP from Growth Studio
- Go to Growth Studio > Plans.
- Click the Individual Development Plans tab.
- Click Draft plan.
- Select an employee and click Create draft.
> Role note: Managers see My Plans or My Team's Plans and select Individual Development Plan as the plan type. Employees skip employee selection and create a plan for themselves.
- Choose a start date and end date.
- Select an intent type.
- (Optional) Connect the plan to one or more competencies.
- Click Use a template.
- Fill in plan details, goals, and action items.
- Click Done to save as a draft, or click Share IDP to share with the employee.
Confirmation: The IDP appears in the Plans list with a Draft status.
Create an IDP from the Talent Matrix
- Go to Explore.
- Click an employee's avatar in the Talent Matrix.
- Click the three-dot menu on the employee's profile card.
- Select Draft IDP.
- Follow steps 5-10 above to complete the plan.
Create IDPs in bulk
Admins can create multiple IDPs at once from the Individual Development Plans tab by selecting several employees during the draft step. Each employee receives a separate plan using the same template and settings.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| No templates appear in step 8 | Confirm an admin has created at least one IDP template | Ask your admin to create a template in Growth Studio > Plans > Templates |
| Draft plan button is not visible | Confirm you have admin or manager permissions for the selected employee | Contact your 15Five admin to verify your role and permissions |
| Cannot connect competencies in step 7 | Confirm competencies are enabled for your account | Contact your admin to enable competencies in account settings |
| Employee does not see the shared IDP | Confirm you clicked Share IDP instead of Done | Open the plan and click Share IDP to send it |
Not Covered Here
This article does not cover editing or tracking an existing IDP. See Track and update an Individual Development Plan.