1. Capture development priorities
Use evidence from performance review cycles, 360-degree feedback, goals and OKRs, and career conversations to define specific capabilities.
Create structured employee development plans with clear goals, learning and work activities, manager support, milestones, progress reviews, and reporting connected to the wider performance workflow.

Development plans often fail when goals, learning activities, manager commitments, and progress reviews are stored in separate documents or systems.
A useful IDP keeps the employee, manager, development actions, and review dates connected throughout the plan period.
Give employees and managers one structured place to define development priorities, assign actions, document support, review progress, and connect outcomes to wider talent workflows.
Translate development conversations into specific actions, shared responsibilities, measurable progress, and evidence managers can revisit.
Convert review findings, goals, feedback, or career conversations into two or three specific development priorities.

Document learning activities, applied work, coaching, feedback, and the support the manager is expected to provide.

Use milestones, notes, completed activities, and observed application to make progress visible between formal reviews.

Use current development evidence within performance, learning, career, succession, and talent-review discussions.

Individual development plan software
TraineryHCM helps teams move from a development conversation to a structured plan with clear ownership, actions, milestones, and follow-up. It is designed to connect IDPs with the wider performance management system rather than leaving development in a standalone document.
Use evidence from performance review cycles, 360-degree feedback, goals and OKRs, and career conversations to define specific capabilities.
Connect each priority with formal learning through Trainery Learn LMS, structured employee coaching, mentoring, stretch assignments, and applied practice.
Clarify what the employee will complete and how the manager will support progress through opportunities, feedback, time, introductions, and recurring check-ins and one-on-ones.
Track milestones, completed actions, notes, and observed application. Use connected reporting and analytics to review activity and follow-through across employee populations.
Need a document to copy? Use the free individual development plan template. This product page is for organizations evaluating software to manage IDPs consistently at scale.
For broader selection requirements, review the performance management software buyer's guide, security controls, and pricing and packaging.
Book an IDP Workflow DemoUse development plans alongside goals, reviews, feedback, check-ins, calibration, coaching, and reporting without treating every workflow as a separate system.








An Individual Development Plan is a shared plan between an employee and manager that documents career direction, specific capabilities to build, development actions, manager support, milestones, review dates, and evidence of progress.
An IDP is a proactive development tool that supports growth, expanded responsibility, or future-role readiness. A performance improvement plan is a formal corrective process used when documented performance is below the required standard. The two plans should remain separate in purpose, tone, governance, and documentation.
The strongest IDPs are co-created. The employee contributes career interests, self-reflection, and development priorities. The manager contributes role expectations, feedback, business context, development opportunities, and clear support commitments.
TraineryHCM is designed to connect development plans with Trainery Learn so formal learning can support an agreed development objective. Courses should be combined with coaching, mentoring, stretch assignments, and evidence that the employee can apply the capability in real work. Exact assignment and tracking requirements should be reviewed during solution configuration.
Performance reviews can identify strengths, gaps, and future development priorities. TraineryHCM can use that context to support the creation or review of an IDP, while keeping the performance assessment and development plan as distinct but connected workflows.
Review an IDP throughout the plan period and whenever the employee's role, priorities, development opportunities, or career direction changes. Quarterly check-ins are a practical cadence for many organizations, with more formal reviews at the midpoint and end of the plan.
Development activities can include Trainery Learn courses, marketplace content, coaching, mentoring, and work-based assignments. During evaluation, confirm how content is selected, assigned, completed, reported, and connected with the employee's development record for the required configuration.
A strong IDP includes career direction, two or three specific development priorities, current-state evidence, practical learning and work activities, manager support, milestones, review dates, and observable success measures.
Bring your current IDP template, performance process, learning resources, manager expectations, and reporting needs. Review how the workflow can be configured for your organization.