Personal Development Plan (PDP) Generic - cwoodltd.co.uk - staff generic.pdf · You’ve now completed your objectives and outcomes ... in order to deliver on work activities

©copyright CWA 2010

Personal Development Plan (PDP) Generic

Using a 5-step approach to

planning development for your people

based on

your organisational key values and core competencies

Insert your organisation’s name where you see Client Adjust the values and competencies carefully


Introduction – How does the process work?

This pack represents Client’s process for reviewing and planning personal development and achievement.

It is important that this process works for you and your manager and that it provides some valuable information to support you in your

job. To achieve this, this pack will give you an opportunity to talk in detail about five key areas. These are:

Part 1

Part 2

Part 3

Part 4

Part 5

Our Key Objectives

Our Key values

Your Personal Objectives &

Outcomes

Five Core Competencies

My Personal Development Plan

Understanding what Client needs to achieve

Awareness of our behaviours

What I have achieved and want to achieve over the next 6

months

The skills required to do my job

Summary of the support and training objectives for the next

6 months

Taken together, these five areas will help you use the appraisal process in a positive and constructive way


Part 1: Organisation Objectives

VISION •Enter your organisational targets or

mission statement here Enter your organisational vision statement

here GUIDING PRINCIPLES

Enter your guiding principles here

Summary of Objectives for My Role for 2010 These are high-level strategic objectives that would be expected of someone in my role. The objectives should be understandable by an

external person and easily connected to the Client Objectives described above

1 ………………………………………………………………………………………………………………………………………………

2 ………………………………………………………………………………………………………………………………………………

3 ………………………………………………………………………………………………………………………………………………

4 ………………………………………………………………………………………………………………………………………………

5 ………………………………………………………………………………………………………………………………………………

6 ………………………………………………………………………………………………………………………………………………

7 ………………………………………………………………………………………………………………………………………………

8 ………………………………………………………………………………………………………………………………………………


Part 2: Our Values & Key Behaviours

Values shape our views and behaviours. It is important to explore values and how they impact upon our work and relationships with other

colleagues, customers and organisations. For information, below are the four key values of Client and an indication of the types of

behaviours that people need to learn, practise and demonstrate.

Belief The extent to which we have confidence in ourselves and optimism for the future reflected in passion and

determination to take the organisation forward.

Excellence The extent to which we raise out game for tomorrow, increasing the health and capacity of the organisation, improving

methods and looking for innovative ways to do our work.

Success The extent to which we focus on achieving real and practical outcomes in a way which is visible to our stakeholders

and provides tangible progress to achieving the organisational aspirations .

Trust The extent to which people work constructively with one another at all levels, and with external partners and

stakeholders, in a way which demonstrates mutual understanding, integrity and respect.


Part 3: Personal Objectives & Outcomes

Setting of objectives for the next 6 months Manager & employee to agree the key milestones, targets and objectives for a 6 month period.

Each objective must be SMART (specific, measurable, agreed, realistic, and time-bound).

Record the specific outcome and how both manager and employee will know that it has been achieved

Objective 1:

Measure:

Supports Role

Objective

Objective 2:

Measure:

Objective 3:

Measure:

Objective 4:

Measure:

Objective 5:

Measure:

Objective 6:

Measure:

Objective 7:

Measure:

Objective 8:

Measure:


Part 4: Core competencies

Our Core Competencies You’ve now completed your objectives and outcomes sections. You will have noticed that in order to carry out certain roles / tasks there are some key underlying skills and behaviours that help us to perform well. These are often called competencies. Five areas have been identified as the main focus areas that will help you in your role and raise performance.

1.Leadership A good leader, or someone who shows initiative, of any grade or role within the organisation, is able to use a variety of methods and interpersonal skills to guide others towards achieving certain goals. They are able to motivate and gain commitment.

2.Communication A good communicator is someone who is able to simplify complex information or messages and can adjust according to the needs of their audience in order to increase understanding and “buy-in”

3.Customers & Stakeholders A person who supports customers and stakeholder needs is able to predict and define their needs, can confirm that needs have been met or exceeded and is able to learn from customers for future planning.

4.Teamwork A good “team player” is able to collaborate with others, outside of formal reporting lines, to secure support and resources and identify and resolve issues, conflict and challenges in order to deliver on work activities

5.Planning, Managing Work & Professional & Technical Skills A well organised person is someone who manages their time efficiently, can identify priorities from less important tasks and can set up procedures and systems for themselves and others to track and monitor progress. Able to use professional judgement and knowledge for the benefit of the customer.



Planning & Managing Work A person who manages work well, can plan well, identify priorities, manages time and sets up procedures to

help themselves and others. Able to use technology effectively

Write down the activities and experiences that you have had regarding planning and

managing your work. What worked well and what were the reasons in your opinion?

1…………………………………………………………………………………………..

2 ………………………………………………………………………………………….

How do you think you perform in terms of planning and managing work? Rate

yourself on the diagram and discuss the key aspects of planning and managing work

0 1 2 3 4

Scale 0 – Not Achieving / No Evidence

1 – Started / Working Towards Competencies

2 – Good Progress & Established

3 – Established & Sometimes Exceeds Expectations

4 – Established & Consistently Exceeds Expectations

Key Points write down a summary or conclusion from your discussion about Planning & Managing Work. If relevant, indicate if any

development support (eg. Time-management training, financial awareness support / training, report writing, professional / technical training)

is required.

……………………………………………………………………………………………………………………………………………………

……………………………………………………………………………………………………………………………………………………

A: Manages Performance, Identifies

Priorities & Workload •Uses a system for checking priorities

•Uses a weekly and daily checklist

•Can separate assumptions from facts

•Able to separate urgent, important and

unimportant tasks

•Is open to discussion about modifying plans

•Informs others of changing priorities

B: Managing Time •Values time as a scarce resource

•Can estimate time and effort to complete tasks

•Maintains a system of checking time and

projects / tasks on a daily and weekly basis

•Informs others about time management and

deadlines

•Can manage or supervise the time of others

•Able to use IT effectively

C: Professional Or Technical

Knowledge Or Skills •Performs at a level required for the job

•Is able to update and refresh professional or

technical skills

•Use professional / technical skills to maintain

high standards and support customers

•Can manage budgets and finance effectively



Team Work A “team player” is able to work effectively with others to achieve organisational goals, resolve issues and

problems. Able to work with others in other organisations and at all levels

Write down the activities and experiences that you have had regarding team working. What

worked well and what were the reasons in your opinion?

1…………………………………………………………………………………………..

2 ………………………………………………………………………………………….

How do you think you perform as a team player? Rate yourself on the diagram and

discuss the key aspects of team work and your role

0 1 2 3 4






Key Points write down a summary or conclusion from your discussion about Team Work. If relevant, indicate if any development support

(eg. Team building activities, training in team-working techniques, sharing or workload and mini-projects) is required.

……………………………………………………………………………………………………………………………………………………

……………………………………………………………………………………………………………………………………………………

A: Develop Ideas & Achieves Goals

With Others •Builds on ideas and actively seeks views

•Shares information and intelligence

•Helps solve issues and problems and notifies

others in time

•Works with others irrespective of status or

grade

•Co-operates with others in challenging

situations

•Helps others with workload

•Motivates and encourages others

B: Understands Team Strengths &

Shares Success •Shares credit with others

•Acknowledges team skills and experience

•Thanks others formally and informally

•Can describe team strengths and is also

aware of weaknesses

C: Listens Well & Understands

Differences Of Opinion & Approach •Listens patiently to others in tense situations

•Takes account of people's feelings and

concerns

•Avoids raising voice or getting angry

•Can describe why they hold a particular view

•Can agree to compromise if appropriate



Customers & Stakeholders Able to understand customers views, anticipating needs and gives a high priority to customer satisfaction

Write down the activities and experiences that you have had regarding customers and

stakeholders. What worked well and what were the reasons in your opinion?

1…………………………………………………………………………………………..

2 ………………………………………………………………………………………….

How do you think you perform as a person sensitive to the needs of customers and

stakeholders? Rate yourself on the diagram and discuss the key aspects of customers

and your role

0 1 2 3 4






Key Points write down a summary or conclusion from your discussion about Customers & Stakeholders. If relevant, indicate if any

development support (eg. Analysing customer views, visits to customer offices, training in consultation & engagement techniques) is

required.

……………………………………………………………………………………………………………………………………………………

……………………………………………………………………………………………………………………………………………………

B: Meets Or Exceeds Customer Expectations •Manages expectations by making realistic promises and

commitments

•Is interested in the customers practical and personal needs

•Follows up, thanks customers and apologises as appropriate

•Takes swift action to resolve mistakes and misunderstandings

•Can learn from customers

A: Identifies Customer Needs •Uses information and data to establish types of need

•Consults with customers and is able to withstand criticism and

challenge

•Uses non-traditional methods to gain new insights into customer

behaviour and needs

•Can provide useful information to other team members about

customers / stakeholders



Communication A good communicator is ale to articulate issues clearly and can increase understanding and generate

enthusiasm. Is able to listen and encourages two-way discussion.

Write down the activities and experiences that you have had regarding communication.

What worked well and what were the reasons in your opinion?

1…………………………………………………………………………………………..

2 ………………………………………………………………………………………….

How do you think you perform as a communicator? Rate yourself on the diagram and

discuss the key aspects of communication and your role

0 1 2 3 4






Key Points write down a summary or conclusion from your discussion about Communication. If relevant, indicate if any development

support (eg. Writing sample reports, listening to others make presentations, plain writing training, PowerPoint, etc) training is required.

……………………………………………………………………………………………………………………………………………………

……………………………………………………………………………………………………………………………………………………

A: Confident at Communication •Is able to perform at appropriate level for job

•Not hesitant at presenting ideas, facts and

figures

•Can speak with authority but is not intimidating

•Understands the needs and concerns of

listeners

•Can listen well in one to one or group

situations

B: Written Communication •Able to write at appropriate level for job

•Writes clearly and concisely – uses plain

language

•Uses a range of techniques – style, tone,

graphs, pictures

•Presents ideas in a structured way

•Is able to conclude and make

recommendations

C: Oral communication •Can communicate at level required for job

•Adapts words and phrases to suit audience

•Maintains eye contact, uses gestures and

expression. Varies pace, voice, tone to keep

listener attention

•Handles questions, challenges and objections

well

•Responds to feelings of audience



Leadership A good leader, or someone who shows initiative, is able to use a range of skills to influence and motivate

others towards achieving goals

Write down the activities and experiences that you have had regarding leadership. What

worked well and what were the reasons in your opinion?

1…………………………………………………………………………………………..

2 ………………………………………………………………………………………….

How do you think you perform as a leader? Rate yourself on the diagram and discuss

the key aspects of leadership and your role

0 1 2 3 4






Key Points write down a summary or conclusion from your discussion about Leadership. If relevant, indicate if any development support

(eg. Shadowing a colleague, observing others, mini-projects, attendance at meetings, etc) is required.

……………………………………………………………………………………………………………………………………………………

……………………………………………………………………………………………………………………………………………………

A: Sets out a vision •Creates a credible vision and a sense of

direction

•Is able to convince and influence others with

confidence

•Presents useful and reliable information

•Encourages involvement of others

•Utilises skills and experience of others

B: achieves Objectives and reviews

Progress •Reviews discussions and actions

•Summarises progress

•Clarifies information, actions and

responsibilities to gain understanding

•Uses alternative methods of checking

progress (spot checks, talks to customers, asks

staff for views or works on front-line)

•Is aware of deadlines, missed targets and

successes

C: Able to motivate and inspire •Asks for support and approval

•Maintains or enhances self-esteem or others

•Adapts approach and style

•Discloses own feelings and reservations

•Responds with empathy

•Able to build up rapport and trust

•Is reliable and trustworthy


Part 5: Personal Development Plan

Summary of My Training & Development Support In order to support you in your role, with your manager, please agree the right support for you by ticking one or more boxes below.

Also, write the reasons and outcomes required for each selection and the competency that it supports. Please remember that this support

is subject to availability and resources.

Face To Face Training

Internet Based Training

Research & Reading

Coaching, Mentoring Or Shadowing

Learning On The Job

Other Learning Opportunities

Competency supported Preferred Style (see below) Support Requested


Part 6: Agreement

You will have discussed this appraisal and development plan with your manager.

This section is to signify that you have had the appropriate discussions and agree with the written record.

Employee

Name:…………………………………………………………..

Signature: …………………………………………………..

Date: ……………………………………………………………

Manager

Name:…………………………………………………………..

Signature: …………………………………………………..

Date: ……………………………………………………………

Documents

Personal Development Plan (PDP) Generic - cwoodltd.co.uk - staff generic.pdf · You’ve now completed your objectives and outcomes ... in order to deliver on work activities