Personal template
Personal Development Plan template
A twelve month personal development plan with goals and measures, dated actions, the support needed, evidence of progress and a review schedule. It suits employees agreeing a growth plan with their manager.
6 sections, 3 tables
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What you fill in
- [Your name]
- [Manager name]
- [Your company]
- [Date]
The template, in full
My development plan for the next 12 months
I joined [Your company] as a graduate in February 2025. I prepare year end accounts and tax returns for small business clients and want, within three years, to be qualified and managing a client portfolio of my own. This plan covers the first 12 months of that, agreed with my manager, [Manager name].
1. Goals
2. Actions and dates
3. Support I need
4. Evidence of progress
5. Review
[Manager name] and I meet for 30 minutes on the first Monday of each month to check actions, and for a full review every quarter: [Date], [Date], [Date] and [Date]. At each quarterly review we mark every goal as on track, behind or done, and change an action if it is not working. The November review closes this plan and starts the next.