Performance and Development Planner

Plan and track your career development with a clear, self-led framework grounded in proven goal-setting and performance review practices.

Planner · 45+ min · Print-ready PDF · Free download

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Preview Planner · 45+ min

When to Use This Tool

A client wants to take ownership of their own development rather than waiting for a manager to drive it

A client is preparing for a performance review and wants a structured self-assessment

A client is building a 90-day development plan for a new role or promotion

How to Introduce This Tool Plus

When you set your 90-day action plan, which development priority do you feel mos...

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Interactive Preview Planner · 45+ min

Tool Classification

Domain

Career

Type

Planner

Phase

Discovery Goal Setting

Details

45+ min Between sessions Monthly

Topics

Leadership Accountability Career Transition

For the Coaching Practitioner

Plus

Pathway Builder 🔒

Coaching Scenarios Plus

1 The high performer who has never been given a formal development plan and doesn't know where to start

Context

A 34-year-old senior analyst at a financial services firm has received strong performance ratings for three consecutive years. Her manager has never created a development plan with her. She has a vague sense she should be 'growing toward something' but has no framework for identifying what that is or how to get there. She came to coaching to work on career direction. The Performance and Development Plan is introduced after she names a role she wants to move into — it converts that direction into a self-assessment against current competencies, identifies the top three skill gaps, and produces a 90-day action plan she can own independently of her manager.

How to Introduce

Frame this as building the plan her manager hasn't built for her. 'You've been waiting for your organization to hand you...

2 The manager who received critical feedback in his performance review and is treating it as an attack rather than data 🔒

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3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags

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For professional coaches and coaching practitioners

Tool Flow Plus

See what this tool requires and produces in a coaching engagement

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