TalentShake

Career development plan template

Where you want to be, who decides, when they decide, and what you do this year.

The template

The template
CAREER DEVELOPMENT PLAN — [name], [date]

WHERE I AM
Role and level:
What I am known for:
What I carry that is not in my job description:

WHERE I WANT TO BE (two to three years)
Role, level or kind of work:
Why:

THIS YEAR'S STEP
What I want by [date]:
Who decides:
When they decide:
What they need to see (in my manager's words):

THE GAP
What I can already show:
What I cannot show yet:

THIS YEAR
Objective 1: [result, measure, date] — helps [department goal] by ...
Objective 2:
Objective 3:

THIS QUARTER
Three actions, each with a date:

REVIEW
Every month: one line on progress, with my manager
Every quarter: plan against what happened

It fits on one page. Copy it into a document, or use the free workbook.

What a career development plan is

A career development plan is a one-page statement of where you want your work to go and how you will get there. It differs from a job description, which says what you do now. It also differs from a performance review, which looks back.

The two lines most templates leave out

Most career development plan templates follow the same steps: where you are, where you want to be, the gap, goals, actions. That is a good start. It treats your career as something you achieve alone.

You do not. Someone decides whether you move, and they decide on a date.

  • Who decides. It may be your manager, your manager's manager or a committee. Ask.
  • When they decide. Roles and budgets for the year are usually settled at one point in it. Ask when.

A plan that does not name them is a list of wishes. Once it names them, you know who has to see your work, and by when.

Eight career development goals

Write each goal as a result, a measure and a date.

  1. Level: move to senior analyst in the March round.
  2. Pay: reach the middle of my pay band by April.
  3. Scope: own the monthly forecast from start to finish by 31 January.
  4. Skill: present to the sales meeting twice by the end of February.
  5. Move: join the pricing team when a role opens, with my manager's support agreed by June.
  6. Visibility: have one result of mine presented at the department review this half.
  7. Way of working: agree two remote days a week by the end of the quarter.
  8. Special project: be named on the system migration team before it is staffed in May.

A sample career development plan

Example

Where I am: analyst, level 2. Known for clean numbers. I also run the weekly report, which is nobody's job.

Where I want to be: leading pricing analysis within three years, because that is where the decisions I care about are made.

This year's step: senior analyst by March. The department head decides, on my manager's proposal, in the March round. My manager needs to see "one quarter where you run the forecast without me".

The gap: I can show accurate work and a rebuilt pricing model. I cannot yet show that I can own a process or explain it to sales.

This year:

  1. Run the monthly forecast alone from November to January. It helps the margin target by giving sales a forecast they trust.
  2. Present at two sales meetings by 28 February.
  3. Hand the weekly report to a new analyst by 31 December.

This quarter: take over the November forecast (1 Nov), write the one-page guide to the model (30 Nov), train the new analyst (15 Dec).

How to use it with your manager

Share "this year's step" in your first month:

Say

"This year I want to move to senior analyst. I would like to understand what you would need to see, and how that decision gets made."

Then bring one line on progress to a one-on-one every month. Your manager never has to wonder whether you still want it.

You decide what else to share. The two-to-three-year part is yours. An ambition outside your team or your company can stay in your own copy.

When it goes wrong

  • You do not know where you want to be. Skip that section. Write only the year you want. One good year usually shows the next step.
  • The answer is "there is no path here". That is information. You now know what staying means.
  • The plan changes. Revise it, and date the revision. Keep the old version.

Questions

How long should a career development plan be? One page.

How often should I update it? Look at it every month. Rewrite "this quarter" every quarter. Rewrite the whole page once a year.

How is it different from an individual development plan? The career development plan sets the direction and names who decides. The individual development plan covers what you will learn this year.

Should my manager write it? No. Your manager reads it, corrects what they need to see, and supports it.

The whole year, free

The career development plan is the first page of a year-long routine. The full method is free: Start your annual review on day one. The free workbook holds the plan, the dates and the record.

If you would rather have it kept for you, a coach that runs it is planned.