OHSU Individual Development Plan
Welcome and congratulations! The Individual
Development Plan (IDP) is a process to facilitate
your career development at OHSU.
IDP Step-by-Step
The IDP is meant to be used flexibly; however, the following steps
and guidelines can help you get the most out of this process:
Step 1: Employee Completes “Part 1: Employee Worksheet”
The IDP process involves a conversation
that results in a two-way agreement
between an employee and their supervisor
on the employee’s plan for learning and
development over the next year.
IDPs provide value to OHSU, to managers,
and to individual employees, because they
demonstrate evidence of intentional
learning. IDPs help align employee career
aspirations with opportunities that support
OHSU’s business needs.
•Effective IDPs begin with self-assessment. Take the time to get clear about what you would like
your supervisor to know about who you are as an employee, where you’d like to go in your
career, and the kinds of development that might help you get there.
Step 2: Schedule a Career Development Discussion with Manager
•Contact your manager to let them know you would like to meet with them to discuss your
development as part of the IDP process. Provide your manager with a copy of your Employee
Worksheet prior to the meeting. Initial meetings most often occur 1:1 for a minimum of 1 hour
and are separate from the Performance Review process.
Step 3: Manager and Employee 1:1 Career Development Discussion
•This meeting is employee-driven and manager-facilitated. The purpose of this meeting is to
discuss the Employee Worksheet, explore possibilities for aligning development with OHSU
business needs, and together complete “Part 2: Completing the IDP” to document a mutuallyagreeable plan for your development for the upcoming year.
Step 4: Employee Implements IDP, Follows-Up Regularly with Manager
Questions? We’re here for you.
Additional support and resources for
employees and managers available through
the Career and Workplace Enhancement
Center.
www.ohsu.edu/cwecenter/IDP
OHSU Individual Development Plan | www.ohsu.edu/cwecenter/IDP | Page 1 of 5
•Employee is responsible for following-up with his/her manager to discuss IDP progress, address
barriers that may arise, and agree on IDP adjustments when necessary. The duration and
frequency of follow-up meetings will depend on specific needs, but as a general guideline, 30
minute meetings every 3 months is recommended.
Step 5: Completing Your IDP Goals
•Congratulations on achieving your development goal! Take a moment to share your
accomplishment with those who have been involved in your development. Be sure to mention
your purpose for completing the specific development activities you and your manager
selected. Now, it’s time to re-start the IDP process with Step 1 as you continue to learn and
grow in your career.
OHSU Individual Development Plan
Part 1: Employee Worksheet
Employee: Complete this worksheet and send to your manager prior to your career development discussion. The questions are intended to help you get the most
out of your career development discussion. Your responses will help you and your manager complete your Individual Development Plan together (Part 2).
Employee Name: Click here to enter text.
Current Job Title: Click here to enter text.
Purpose: Why I am completing an IDP
Date: Click here to enter a date.
Where Have I Been? Employee background and work history
☐
New to Role: I am new to my job, and want to get up to speed as fast as possible.
1. Total number of years at OHSU: Click to enter years.
☐
Development in Place: I would like to continue developing knowledge, skills, and experiences to
help me in my current job.
2. Number of years in current position at OHSU: Click to enter years.
☐
Change Role: I would like to move to a new role, and would like to be preparing for that new role.
Other (describe): Click here to enter text.
3. Total number of years doing current type of work: Click to enter years.
(i.e. Administrative, Management, Medical Assisting, etc.)
4. Attach updated resume (optional)
Where am I Today? Think about what you would like to share with your manager about where you are today to help in identifying your developmental opportunities for the future.
Areas to consider:


Interests: What types of tasks/work roles do I most enjoy? Why do I think I enjoy them?
Skills: What are two skills I would like to strengthen? How would it help me, given what I want to do?


Strengths: What are my strengths, and what tasks do I do well naturally?
Values: What are my work and life balance priorities?
Click here to enter text.
Questions? Additional support and resources for employees and managers available through the Career and Workplace Enhancement Center. www.ohsu.edu/cwecenter/IDP
Where am I Going? My career aspirations: hopes and goals for my future career.

Immediate: Click here to enter text.

Short-term (1-2 years): Click here to enter text.

Long-term (3-5 years): Click here to enter text.
How might these goals help meet the business needs of your team/department/OHSU? Click here to enter text.
If interested in moving to a new role, list 2-3 potential next positions at OHSU: Click here to enter text.
OHSU Individual Development Plan | www.ohsu.edu/cwecenter/IDP | Page 2 of 5
OHSU Individual Development Plan
Part 2: Completing the IDP
Employee and Manager: After reviewing the Employee Worksheet together in your career development discussion, complete the IDP form below.
The purpose of the IDP is to align employee strengths, interests, competencies, and career aspirations with opportunities that support OHSU’s business needs.
1. Select an Area to Develop
Using information from Employee Worksheet, and considering employee career
aspirations, select a skill, knowledge, or competency to be developed.
Click here to enter text.
2. Development Actions
3. Results and Outcomes
4. Involvement of Others
5. Milestone Dates
6. Status
List 3-4 actions to achieve the Area to
Develop. Include any resources needed.
What successful completion of the
Development Actions looks like
Who can help support your learning?
Who will be affected?
When to complete each
Development Action
Note completion, changes,
roadblocks, etc.
Click here to enter text.
Click here to enter text.
Click here to enter text.
Click here to enter text.
Click here to enter text.
I agree to the above plan, and agree to follow through with my development actions and communicate any changes to my
manager as appropriate.
Employee Signature:
Click here to enter text.
Date:
Click here to enter date.
I agree to the above plan and agree to provide support and resources as the employee develops.
Manager Signature: Click here to enter text.
OHSU Individual Development Plan | www.ohsu.edu/cwecenter/IDP | Page 3 of 5
Date:
Click here to enter date.
Date of follow-up meeting:
Click here to enter date.
Questions? We’re here for you.
Additional support and resources for employees and managers
available through the Career and Workplace Enhancement
Center. www.ohsu.edu/cwecenter/IDP
OHSU Individual Development Plan
Examples of Development Actions
Research supports that learning and development is most effective when it is applied on the job. Make the most of opportunities to combine
learning with real work and/or learn from others in the workplace. Resist the urge to devote 100% of your development to classes or training.
Other Development
Actions
Training, Classes,
Education
Learning from Others
Learning by Doing:
On-the-Job Development
Type
Development Action
Description
Examples and Resources
Complete a Special Project
Complete a stretch assignment or special project to broaden skill base.
Work with your supervisor. Examples: Lead Work
(AFSCME Contract 10.5), Work Out of Classification
(10.10), Training Positions (18.4)
Complete a Temporary
Assignment
Temporarily assume the duties of someone who is on vacation, on a leave of absence,
etc. to build experience, broaden perspective, and develop new skills.
Move to a New Job
Changing jobs is an effective way to develop new skills, knowledge, or competencies.
Join a Committee, Task Group, or
Employee Group
Getting involved in a workplace group to help you enhance your network of contacts,
learn more about the organization, develop leadership skills, and make positive
contributions to OHSU.
Periodically consult with a specialist to discuss and enhance specific work-related
knowledge, skills and broaden perspective.
Find a Mentor, Coach, Subject
Matter Expert or Role Model
Work with your supervisor. Examples: Diversity
Employee Resource Groups, Labor Management
Committee, AFSCME Leadership, Toastmasters
Select person or ask for recommendations from
supervisor/co-workers. Use employee directory to
identify possible contacts.
Work with your supervisor. Consult with the CWE
Center Career Development Specialist for guidance on
getting started.
Receive Cross-Training
Receive training from another employee who has a job that is different than yours.
Learn the knowledge, skills, and abilities necessary to do their job.
Job Shadow
Observe the day-to-day work of another employee to gain understanding of a process,
procedure, and/or explore a new role.
Study Materials
Learn from books, video, and other resources; follow-up with manager or a learning
partner to share insights and reinforce learning.
CWE Center Self-Paced Learning, OHSU Library
Training Programs, Classes,
Formal Education
Attend training classes, workshops, conferences, and academic degree/certificate
programs to develop new skills and networks.
HR Learning & Development, CWE Center Classes,
Healthcare Organizational Effectiveness, OHSU Division
of Management, OHSU Tuition Benefits
Online Training/eLearning
Complete an online learning experience (e.g. to learn new software) to gain new skills
and knowledge that can be applied to the workplace.
Train Others
Provide training to others (e.g., how to use a new tool or technique, or sharing learning
from a recent conference) to deepen knowledge, credibility, and confidence.
Coach Others
Impart skills, knowledge, and direction to others to help develop insights and abilities.
External Activities
Develop connections in community, in occupational field, or within a certain industry to
gain new perspectives, a network of resources, and develop expertise.
OHSU Individual Development Plan | www.ohsu.edu/cwecenter/IDP | Page 4 of 5
Work with your supervisor.
OHSU Career Information System, Local Library
OHSU Individual Development Plan
Sample IDPs
The following sample IDPs are here for reference as you and your manager work together to write your own.
Sample 1 (Purpose: New to Role)
2. Development Actions
1. Create a list of 5-10 people to connect with.
2. Meet with each person (face to face or by
phone) to learn about their department and
priorities.
3. Follow up with each individual by
phone/email within 3 months to check in and
maintain relationship.
Sample 2 (Purpose: Development in Place)
2. Development Actions
1. Complete CWE Center online skills assessment
to identify skill gaps.
2. Complete eLearning class through CWE Center.
3. Find a mentor within the organization to
consult with on re-working budget spreadsheet.
4. Re-take online assessment to measure new
level of computer skills gained.
Sample 3 (Purpose: Change Roles)
2. Development Actions
1. Attend “Leading Effective Meetings” class.
2. Read Orchestrating Powerful Regular Meetings,
William R. Daniels
3. Observe experienced meeting facilitator to
learn tips on running an effective meeting.
4. Lead team meeting.
Sample 4 (Purpose: Career Exploration)
2. Development Actions
1. Take the Strong Interest Inventory career
assessment in the CWE Center.
2. Access OHSU’s Career Information System (CIS)
and identify 3 possible careers.
3. Conduct informational interviews in each of the
careers of interest.
1. Select an Area to Develop
3. Results and Outcomes
1. List is complete
2. Meetings completed, notes taken
about each contact.
3. Follow ups completed
1. Select an Area to Develop
3. Results and Outcomes
1. Assessment complete
2. Certificate of completion
3. Meet at least 3 times with mentor.
4. Assessment complete, review
change in skills with manager
1. Select an Area to Develop
3. Results and Outcomes
1. Attendance yes/no
2. Read/not read
3. Observation completed with
documented list of tips.
4. Positive feedback from meeting
participants (i.e. anecdotal, survey)
1. Select an Area to Develop
3. Results and Outcomes
1. Assessment complete, received list
of possible careers.
2. Narrow list to 3 possibilities to
research further.
3. 6 interviews completed (2 per
career option)
OHSU Individual Development Plan | www.ohsu.edu/cwecenter/IDP | Page 5 of 5
Networking: I would like to establish relationships with internal and external customers to help me get up to speed as
quickly as possible in my new role.
4. Involvement of Others
1. Ask manager for recommendations.
2. Will arrange for co-worker to cover
for me while I am away at meetings.
3. n/a
5. Milestone Dates
1. 2/28
2. 4/1
3. 7/15
6. Status
1. Done. 8 people on list.
2. In progress: 3/8 meetings completed. No
response from one person.
3. Not yet begun.
Computer Skills: I would like to build stronger skills with Microsoft Excel to help me refine my expertise and efficiency
for my current job.
4. Involvement of Others
1. Arrange time with CWE Center staff.
2. n/a
3. Possibly Frank or Ashley who both use
Excel at a high-level
4. Arrange time with CWE Center staff
and set appointment with Manager.
5. Milestone Dates
1. Jan. 12
2. Feb. – Mar.
3. By April 15
4. June 1
6. Status
1. Completed, received “Beginner” score.
2. Completed 8 modules of online learning,
passed quiz, certificate received.
3. Done – met with Ashley 4 afternoons in
April. New spreadsheet completed and
implemented, saving 2 hrs./week.
4. 6/5, received “Intermediate” score
Leadership: I would like to build meeting facilitation skills and experience running meetings in preparation for a new
role as a manager.
4. Involvement of Others
1. Manager – need approval to attend.
2. Co-worker – is also reading book, plan
to discuss readings, hold each other
accountable.
3. Identify person to observe.
4. Manager – need help to identify
meeting date and notify team.
5. Milestone Dates
1. August 31
2. September 30
3. October 15
4. November 1
6. Status
1. Course not available until Sept.
2. Completed Aug 15th
3. Pending, Contacted Maria, who has
agreed to meet and share tips.
4. Pending
Career Exploration: I would like to identify one or two careers that I could begin working toward.
4. Involvement of Others
1. Request time off from manager,
arrange coverage.
2. Work with CWE Center Career
Counselor.
3. Need to identify 6 people to interview.
5. Milestone Dates
1. End of March
2. End of May
3. End of September
6. Status
1. Signed up for class on Mar. 12
2. Haven’t started
3. Haven’t started