{"id":28435,"date":"2022-03-17T11:11:53","date_gmt":"2022-03-17T11:11:53","guid":{"rendered":"https:\/\/www.process.st\/templates\/career-progression-plan-template\/"},"modified":"2024-02-29T05:01:48","modified_gmt":"2024-02-29T05:01:48","slug":"career-progression-plan-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/career-progression-plan-template\/","title":{"rendered":"Career Progression Plan Template"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure> <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oDeu7EAehN270av2pk5Frg.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/oDeu7EAehN270av2pk5Frg.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">A <strong>career progression plan<\/strong> is a <strong>vital component<\/strong> of an employee's <strong>professional growth.&nbsp;<\/strong><\/p>\n<p>It's a good idea to<strong> implement<\/strong> this process <strong>as soon as possible<\/strong>. Building a <strong>progression<\/strong> plan in tandem with a <strong>development<\/strong> plan during <strong>onboarding<\/strong> is generally the <strong>best time<\/strong> to start.&nbsp;<\/p>\n<p>This <strong>process<\/strong> will walk you through all of the <strong>necessary steps<\/strong> to create a <strong>career progression plan<\/strong> for your employee that will remain <strong>relevant and up-to-date<\/strong> throughout the employee's time at your company.<\/p>\n<p class=\"style-warning\">A few things to keep in mind before launching the process:<\/p>\n<ul>\n<li><strong>Not always necessary<\/strong> for an individual employee<\/li>\n<li><strong>Focuses on<\/strong> experiences and abilities <strong>the employee<\/strong> will need in the future<\/li>\n<li>Largely <strong>directed by the employee<\/strong><\/li>\n<li>Every plan is <strong>unique<\/strong> to that employee<\/li>\n<li>An employee may <strong>need to leave<\/strong> your company in the future to <strong>achieve their goals<\/strong>.<\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"enter-progression-plan-details\">\n<h2>Enter progression plan details<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">Select the employee, mentor, and the employee's department from the dropdown menus.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> Select the employee's department <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\">Be sure to include the <strong>date<\/strong> you began <strong>creating<\/strong> the plan, <strong>not<\/strong> the date you intend to first <strong>implement<\/strong> it.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date planning started <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-the-current-job-description\">\n<h2>Review the current job description<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">This task is to document the employee's current role within the company. This description should be clear, succinct, and focused on the role, not the employee.&nbsp;<\/p>\n<p>You may either write the description in the text field below or upload the description as a document.&nbsp;<\/p>\n<p class=\"style-danger\"><strong>Acceptable file types: .pdf, .doc, .docx, .rtf<\/strong><\/p>\n<p>Common things to include:<\/p>\n<ul>\n<li>Required skills<\/li>\n<li>Desirable skills<\/li>\n<li>Years of experience<\/li>\n<li>Professional qualifications<\/li>\n<li>Educational qualifications<\/li>\n<li>Relevant organization memberships<\/li>\n<\/ul><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> Current job title <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Enter the employee's current job description <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\"> <label> Upload the job description <\/label> <\/p>\n<div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"assessment\">\n<h2>Assessment:<\/h2>\n<div class=\"text-content\">\n<p>This section will involve both the employee and the mentor assessing the employee's skills, abilities, and performance in their current role.&nbsp;<\/p>\n<p>Ideally, the assessment should be undertaken in different areas or rooms, though it can be completed synchronously.<\/p>\n<p class=\"style-danger\">It's important to <strong>answer<\/strong> the questions as <strong>honestly<\/strong> as possible. The aim is to create an <strong>accurate description<\/strong> of the employee's performance. <strong>There are no right or wrong answers.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"perform-the-employee-selfevaluation\">\n<h2>Perform the employee self-evaluation<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">The purpose of this task is to record your perspective of your skills, abilities, and overall performance.&nbsp;<\/p>\n<p>Please answer the questions <strong>honestly<\/strong>. Take time to <strong>reflect<\/strong> on your performance and <strong>accurately<\/strong> list the areas you feel you excel at as well as any areas you feel could improve.&nbsp;<\/p>\n<p class=\"style-danger\"><strong>Do not<\/strong> simply provide the <strong>answers<\/strong> you think are <strong>expected<\/strong>.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are your core strengths? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are your primary weaknesses? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What skills\/abilities do you feel most confident about? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What skills\/abilities do you feel could use improvement? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What aspects of your current role do you enjoy most? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">Rate the following on a scale of 1-10, which 1 being the lowest.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Why have you given yourself this rating? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"evaluate-the-employees-performance\">\n<h2>Evaluate the employee's performance<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">The purpose of this task is to record your perspective of&nbsp; {{form.Employee's_name.name}}'s skills, abilities, and overall performance.&nbsp;<\/p>\n<p>Please answer the questions <strong>honestly<\/strong>. Take time to <strong>reflect<\/strong> on {{form.Employee's_name.name}}'s performance and <strong>accurately<\/strong> list the areas you feel they <strong>excel<\/strong> <strong>at<\/strong> as well as any areas you feel <strong>could improve<\/strong>.&nbsp;<\/p>\n<p class=\"style-danger\">Be as <strong>objective<\/strong> and <strong>unbiased<\/strong> as possible. This <strong>assessment<\/strong> is not about the individual but <strong>their performance<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are the employee's core strengths? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are the employee's primary weaknesses? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What aspects of their role does the employee excel in? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What skills\/abilities could use improvement? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-info\">Rate the following on a scale of 1-10, which 1 being the lowest.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Why have you given the employee this rating? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"review-both-assessments-together\">\n<h2>Review both assessments together<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">Once <strong>{{form.Mentor's_name.name}}<\/strong> and <strong>{{form.Employee's_name.name}}<\/strong> have completed their respective assessments, a <strong>meeting<\/strong> should be held to <strong>discuss<\/strong> the results and <strong>identify<\/strong> potential <strong>action areas<\/strong>.<\/p>\n<hr>\n<p><strong>Employee's assessment:<\/strong> {{form.Your_overall_performance}}<\/p>\n<p>{{form.Why_have_you_given_yourself_this_rating?}}<\/p>\n<hr>\n<p><strong>Mentor's assessment:<\/strong> {{form.Employee's_overall_performance}}<\/p>\n<p>{{form.Why_have_you_given_the_employee_this_rating?}}<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of the assessment meeting <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Meeting attendees <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List any discrepancies between the assessments <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> List agreements between the assessments <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What improvements could be made based on the assessments? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p class=\"style-warning\"><strong>After<\/strong> the meeting, <strong>{{form.Mentor's_name.name}}<\/strong> and <strong>{{form.Employee's_name.name}}<\/strong> will both need to <strong>approve<\/strong> the final <strong>assessment results<\/strong> before moving on to the next section.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-assessment-results\">\n<h2>Approval: Assessment results<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Review both assessments together<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"development\">\n<h2>Development:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">The <strong>next<\/strong> stage of creating a career progression plan is the <strong>development<\/strong> <strong>stage<\/strong>.&nbsp;<\/p>\n<p>By now, you and the employee will have an idea of what they're doing well currently, what they feel confident about, and what aspects they're insecure about.&nbsp;<\/p>\n<p>Using that information, you must now work together to <strong>create an outline<\/strong> for the future.&nbsp;<\/p>\n<p>This requires <strong>setting goals<\/strong> from the short-term to the long-term, plus <strong>milestones and measurements<\/strong> to track the employee's progress.&nbsp;<\/p>\n<p>To make this process easier, this section has been broken into three distinct areas:&nbsp;<\/p>\n<ol>\n<li>Determining the short-term goals<\/li>\n<li>Determining the mid-term goals<\/li>\n<li>Determining the long-term goals<\/li>\n<\/ol>\n<p class=\"style-warning\">These goals may - and very likely will - change during future growth meetings, but for now this provides a trajectory that can be acted on immediately.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"identify-established-knowledge\">\n<h2>Identify established knowledge<\/h2>\n<div class=\"text-content\">\n<p><strong>What aspects of your current role do you enjoy the most?<\/strong><\/p>\n<p>{{form.What_aspects_of_your_current_role_do_you_enjoy_most?}}<\/p>\n<p><strong>What are your core strengths?<\/strong><\/p>\n<p>{{form.What_are_your_core_strengths?}}<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What can be done to encourage\/better utilize these skills? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"identify-opportunities\">\n<h2>Identify opportunities<\/h2>\n<div class=\"text-content\">\n<p><strong>What skills\/abilities do you feel could use improvement?<\/strong><\/p>\n<p>{{form.What_skills\/abilities_do_you_feel_could_use_improvement?}}<\/p>\n<p><strong>What are your primary weaknesses?<\/strong><\/p>\n<p>{{form.What_are_your_primary_weaknesses?}}<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What can be done to address these areas? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-shortterm-goals\">\n<h2>Determine short-term goals<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">In identifying {{form.Employee's_name.name}}'s <strong>short-term goals<\/strong>, concentrate on things that are <strong>most critical<\/strong> to their <strong>current<\/strong> performance and <strong>role<\/strong>.&nbsp;<\/p>\n<p>Consider the following:<\/p>\n<ul>\n<li>Are there areas where {{form.Employee's_name.name}} can take more ownership or responsibility?<\/li>\n<li>How can {{form.Employee's_name.name}}'s skills and interests be better incorporated into the role?<\/li>\n<li>What unique contributions does {{form.Employee's_name.name}} bring to the role?<\/li>\n<li>What opportunities are there to address areas of improvement?<\/li>\n<li>Are there gaps in {{form.Employee's_name.name}} knowledge that are vital to their current role?<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are the short-term objectives? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What resources are available? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What short-term actions will be taken? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-shortterm-goals\">\n<h2>Approval: Short-term goals<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Determine short-term goals<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-midterm-goals\">\n<h2>Determine mid-term goals<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">In identifying {{form.Employee's_name.name}}'s <strong>mid-term goals<\/strong>, concentrate on what you <strong>plan<\/strong> to accomplish over the next <strong>2 years<\/strong>.&nbsp;<\/p>\n<p>Consider the following:<\/p>\n<ul>\n<li>What is typically the next stage for {{form.Employee's_name.name}}'s role?&nbsp;<\/li>\n<li>What skills, experience, or qualifications does {{form.Employee's_name.name}} need to move into that position?<\/li>\n<li>What support is the team\/department\/company able to offer {{form.Employee's_name.name}} to facilitate growth?<\/li>\n<li>What are {{form.Employee's_name.name}}'s transferrable skills that would be useful in this next role?<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are the mid-term objectives? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What actions will be taken to meet these mid-term goals? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Outline the expected milestones and timeframe for the next 2 years growth <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-midterm-goals\">\n<h2>Approval: Mid-term goals<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Determine mid-term goals<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"determine-longterm-goals\">\n<h2>Determine long-term goals<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">In identifying {{form.Employee's_name.name}}'s <strong>long-term goals<\/strong>, concentrate on what you <strong>plan<\/strong> to accomplish over the next <strong>3-5&nbsp;years<\/strong>.&nbsp;<\/p>\n<p>Consider the following:<\/p>\n<ul>\n<li>What is {{form.Employee's_name.name}}'s ideal career end goal?&nbsp;<\/li>\n<li>What skills, experience, or qualifications does {{form.Employee's_name.name}} need?<\/li>\n<li>What support is the team\/department\/company able to offer {{form.Employee's_name.name}} to facilitate growth?<\/li>\n<li>Will {{form.Employee's_name.name}} be able to achieve that at your company?&nbsp;<\/li>\n<li>What are {{form.Employee's_name.name}}'s transferrable skills that would be useful in this next role?<\/li>\n<\/ul><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\"> <label> What role would you like to work towards? <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What are the necessary skills\/abilities\/qualifications to perform that role? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What can be done to pursue those skills\/abilities\/qualifications? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What support\/resources will be required to facilitate the progression? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> What support\/resources are available for the employee? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\"> <label> Outline an action plan for the next 3-5 years <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-longterm-goals\">\n<h2>Approval: Long-term goals<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Determine long-term goals<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"document-full-plan\">\n<h2>Document full plan<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">Verify the objectives and actions for each set of goals and then establish a schedule for all future growth meetings.<\/p>\n<p>The length of time between each meeting will depend on your employee's goals and needs. It should also be flexible.&nbsp;<\/p>\n<p>For example, growth meetings may initially begin weekly or bi-weekly, but over time move to monthly or bi-monthly as the employee gains more independence and autonomy.&nbsp;<\/p>\n<p>Set aside time during each growth meeting to determine if the schedule still works or needs to be adjusted to suit the current goals and objectives.<\/p>\n<hr>\n<h5>Short-Term Objectives<\/h5>\n<p>{{form.What_are_the_short-term_objectives?}}<\/p>\n<p>{{form.What_short-term_actions_will_be_taken?}}<\/p>\n<hr>\n<h5>Mid-Term Objectives<\/h5>\n<p>{{form.What_are_the_mid-term_objectives?}}<\/p>\n<p>{{form.What_actions_will_be_taken_to_meet_these_mid-term_goals?}}<\/p>\n<hr>\n<h5>Long-Term Objectives<\/h5>\n<p>{{form.What_role_would_you_like_to_work_towards?}}<\/p>\n<p>{{form.What_are_the_necessary_skills\/abilities\/qualifications_to_perform_that_role?}}<\/p>\n<p>{{form.What_are_the_necessary_skills\/abilities\/qualifications_to_perform_that_role?}}<\/p>\n<p>{{form.What_support\/resources_will_be_required_to_facilitate_the_progression?}}<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\"> <label> How often will growth meetings occur? <\/label> <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\"> <label> Date of next growth meeting <\/label> <\/p>\n<div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval-leadership-signoff\">\n<h2>Approval: Leadership sign-off<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\"> <span class=\"title\">Document full plan<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"send-employeementor-the-plan\">\n<h2>Send employee\/mentor the plan<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">The following email should be sent to the employee, the mentor, HR, and the appropriate manager once leadership has given their approval.<\/p>\n<p>Before sending the email, ensure that all information is correct.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"complete-the-workflow\">\n<h2>Complete the workflow<\/h2>\n<div class=\"text-content\">\n<p class=\"style-success\">At this point, the employee's career progression plan will be created and documented.<\/p>\n<p>The final step will be to complete this task.<\/p>\n<hr>\n<p>The appendix section below contains tips and information to help you edit and customize this workflow (and others) to best suit your individual needs.&nbsp;<\/p>\n<p>They're merely provided as reference material and can be ignored (or removed) if not needed.&nbsp;<\/p>\n<hr>\n<p>The following features have been used within this workflow:<\/p>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">Approvals<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-using-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">Assignments<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/dynamic-due-dates\/\" rel=\"nofollow noopener\" target=\"_blank\">Dynamic due dates<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">Email widget<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/file-upload-limits\/\" rel=\"nofollow noopener\" target=\"_blank\">File upload<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Form fields<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/what-is-the-all-members-group\/\" rel=\"nofollow noopener\" target=\"_blank\">Members<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/required-fields\/\" rel=\"nofollow noopener\" target=\"_blank\">Required fields<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">Stop tasks<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\">Variables<\/a><\/li>\n<\/ul>\n<hr>\n<p class=\"style-info\">If you <strong>want to skip<\/strong> the Appendix section, simply click <strong>\"Complete Workflow\"<\/strong> in the right panel to <strong>finish<\/strong> the workflow run.&nbsp;<\/p>\n<\/p><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/p_8hL3ifsq8?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"appendix\">\n<h2>Appendix:<\/h2>\n<div class=\"text-content\">\n<p class=\"style-info\">The following tasks contain <strong>reference<\/strong> material, videos, and related templates you can <strong>use to enhance<\/strong> the experience and <strong>usability<\/strong> of your workflows.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"related-workflows\">\n<h2>Related workflows<\/h2>\n<div class=\"text-content\">\n<h5>Related articles:<\/h5>\n<ul>\n<li>\n<p><a href=\"https:\/\/www.process.st\/employee-onboarding-process\/\" rel=\"nofollow noopener\" target=\"_blank\">We Need to Talk About Your Employee Onboarding Process (&amp; How to Fix It)<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/onboarding-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Why Google\u2019s Onboarding Process Works 25% Better Than Everyone Else\u2019s<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/employee-development-program\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Development Program: The Key to Improving Productivity, Engagement, &amp; Retention<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/employee-training\/\" rel=\"nofollow noopener\" target=\"_blank\">How to Improve Your Employee Training Process to Reduce Turnover by 40%<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/employee-rewards\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Rewards: How to Evaluate Performance &amp; Encourage Better Work<\/a><\/p>\n<\/li>\n<li>\n<p><a href=\"https:\/\/www.process.st\/hr-best-practices\/\" rel=\"nofollow noopener\" target=\"_blank\">HR Best Practices: What They Are and How You Can Implement Them<\/a><\/p>\n<\/li>\n<\/ul><\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/W_iYrlA3qBE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h5>Related workflows:<\/h5>\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/new-hire-onboarding-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">New Hire Onboarding Workflow<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/onboarding-remote-employees\/\" rel=\"nofollow noopener\" target=\"_blank\">Onboarding Remote Employees Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-development-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Development Plan Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/performance-review-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Performance Review Template<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/self-evaluation\/\" rel=\"nofollow noopener\" target=\"_blank\">Self-Evaluation Performance Review<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/employee-offboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Off-Boarding Checklist<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"conditional-logic\">\n<h2>Conditional logic<\/h2>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/7QqgsNkGWJE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Conditional logic is an incredibly powerful tool when it comes to simplifying complex processes and increasing the use cases for your workflows.&nbsp;<\/p>\n<p>The idea is that you set rules within the workflow that change depending on the user's actions. This allows you to use the same process or workflow (employee onboarding, for example) for multiple scenarios (onboarding employees in different departments).&nbsp;<\/p>\n<p>Since conditional logic operates on an&nbsp;<em>if this happens, then do this<\/em> model, only the tasks relevant to each user will be shown while unnecessary or irrelevant information will remain hidden.&nbsp;<\/p>\n<p>Check out the full rundown of <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_blank\">conditional logic<\/a> in our knowledge base!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"slack-app\">\n<h2>Slack App<\/h2>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/lyXtGlgoX88?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Process Street's Slack App is the digital version of PB&amp;J - two awesome things made even more awesome combined together.<\/p>\n<p>The Slack App brings your workflow runs, tasks, approvals, and your other Process Street features into Slack, so you can have the same functionality in a single app.&nbsp;<\/p>\n<p>Whenever you're assigned to something, a due date is coming up or you've been mentioned in a comment, you'll receive a Process Street notification via Slack - and&nbsp;<em>be able to respond right from Slack<\/em>.<\/p>\n<p>Very cool, right?<\/p>\n<p>Check out our help docs for a more in-depth breakdown of everything you can do with the <a href=\"https:\/\/www.process.st\/help\/docs\/slack-app\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street Slack App<\/a>!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"automations--integrations\">\n<h2>Automations &amp; integrations<\/h2>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/03P6aPyf1kQ?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Process Street actually offers two ways to integrate and automate your processes.&nbsp;<\/p>\n<p>Process Street Automations allow you to connect to work apps like <a href=\"https:\/\/www.process.st\/help\/docs\/docusign\/\" rel=\"nofollow noopener\" target=\"_blank\">DocuSign<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow noopener\" target=\"_blank\">Salesforce<\/a>, and <a href=\"https:\/\/www.process.st\/help\/docs\/google-sheets\/\" rel=\"nofollow noopener\" target=\"_blank\">Google Sheets<\/a> - not to mention Process Street itself!<\/p>\n<p>Wait: How do you integrate something with itself?&nbsp;<\/p>\n<p>Using <a href=\"https:\/\/www.process.st\/help\/docs\/automations\/\" rel=\"nofollow noopener\" target=\"_blank\">Automations<\/a>, you can link workflows to individual tasks or runs.<\/p>\n<p>For example, when completing general onboarding for a new employee, you may want to launch an onboarding workflow run specific to their team or department. You can set an Automations to kick off that workflow run as soon as a specified task is checked off - or once the workflow run is fully completed.&nbsp;<\/p>\n<p>This feature makes it super easy to combine all your important, recurring tasks in a single location so nothing gets forgotten and no mistakes are made.&nbsp;<\/p>\n<p>Alternatively, using <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>, Process Street can also integrate with the over 2,000 apps on the platform.&nbsp;<\/p>\n<p>Straight from your workflow run, you can create cards in AirTable, send messages in Slack, export data to your favorite CRM system, and a whole lot more.&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"pages\">\n<h2>Pages+<\/h2>\n<div class=\"video-content\">\n<div class=\"iframe-container\"> <iframe src=\"https:\/\/www.youtube.com\/embed\/3GLRUsk_c94?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Pages is the centralized knowledge base every organization needs.&nbsp;<\/p>\n<p>First of all, Pages is free forever. No matter what, all of your employees will be able to access your Pages documents from wherever they are. Unless you don't want them to. <\/p>\n<p>Pages is easy to update without all the fuss of missing sections and added appendices. You can even embed workflows right into the page along with videos, pictures, and links.&nbsp;<\/p>\n<p>This feature is great for storing your SOPs, training documentation, message house, and project briefs.&nbsp;<\/p>\n<p>Isn't that so much better than a binder that weighs more than a bowling ball?&nbsp;<\/p>\n<\/p><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: A career progression plan is a vital component of an employee's professional growth.&nbsp; It's a good idea to implement this process as soon as possible. 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