Skip to main content

Manage and Update Team Development Plans

Updated

The Team Development Plans tool allows managers to update development plans for multiple users at the same time.

You can use this tool to apply goals, update activities, and make bulk changes across your team without editing each user individually.

For changes to a single user, it is typically easier to edit their plan directly from My Team → View Development Plan.

 

Overview

Development plans are made up of Goals (groups of training) and Activities (courses, curriculums, certifications, or custom tasks).

This tool allows you to apply or update those items across multiple learners in a single workflow.

Step 1: Confirm Your Team

Your team is selected from My Team before opening this tool.

To confirm your team:

  • Open the 1. Select a Team section
  • Review whether you are using:
    • Direct Reports
    • Selected Organization
  • If using an organization, confirm whether sub-organizations are included

If the wrong team is displayed, return to My Team and reselect before continuing.

Step 2: Choose an Action

Select the type of update you want to make. Each action will guide you through selecting a goal, activity, or dates as needed.

Available Actions

ActionWhat it does
Apply GoalAdds a goal and all its activities
Remove GoalRemoves a goal and all activities
Update Activity DatesChanges target dates for activities
Add ActivityAdds a new activity to an existing goal
Remove ActivityRemoves an activity from a goal
Push New ActivitiesAdds new activities from an updated goal template

Apply a Goal

  1. Click Apply a Development Plan Goal
  2. Click Select a Goal
  3. Choose a goal template in the popup
  4. If prompted, select a Seed Date (used to calculate timelines)
  5. Confirm the goal appears on the page

Remove a Goal

  1. Click Remove a Development Plan Goal
  2. Click Select a Goal
  3. Choose the goal to remove

Update Activity Dates

  1. Click Update Activity Target Dates
  2. Click Select a Goal
  3. Select the goal and activities in the popup
  4. Enter new target start and/or completion dates
  5. Confirm selections on the main page

Add an Activity

  1. Click Add a Development Plan Activity
  2. Click Select a Goal
  3. Choose the goal (must already exist on user plans)
  4. Click Define the Activity
  5. Select or create the activity

Remove an Activity

  1. Click Remove a Development Plan Activity
  2. Click Select Activity
  3. Choose the goal and activity to remove

Push New Goal Activities

  1. Click Push Out New Goal Activities
  2. Click Select a Goal
  3. Choose the updated goal template
  4. Set a Seed Date if prompted

Step 3: Select Team Members

After defining your action, the system calculates which users are eligible.

You have two options:

Select Specific Members

  1. Click Select Members
  2. Search for users in the popup window
  3. Select users and add them
  4. Click Done

Apply to All Eligible Members

  • Check Apply updates to all eligible team members

Helpful counts:

  • Total Members – everyone on your team
  • Total Eligible Members – users who qualify for the action

If no eligible members appear, review your selected action, goal, or team.

Step 4: Apply Updates

  1. Review your selections
  2. Click Apply Updates
  3. Wait for the system to process the update
  4. Review the confirmation message

Once applied, updates take effect immediately for selected users.

Best Practices

  • Double-check your team selection before applying changes
  • Use a meaningful Seed Date when applying goals
  • Use Push New Activities after updating a goal template
  • Review a few user plans to confirm updates were applied correctly

Common Issues

  • No eligible members: Users may already have (or not have) the selected goal/activity
  • Error applying updates: Try selecting the action again or refreshing the page
  • Date errors: Ensure start date is before completion date
  • No access: Contact your administrator

Related to

Related articles