prepare & create your idp in satern: a nasa hru presentation facilitators: adib sabree, ms, team...
TRANSCRIPT
Prepare & Create Your IDP in SATERN:
A NASA HRU Presentation
Facilitators:
Adib Sabree, MS, Team Lead, NASA HQ HRMD/EOEB
Cheryl Thomas, M.Ed., Career Counselor, NASA HQ HRMD/EOEB
IDP Prepare Phase
Assess skill needs30 days prior to supervisor/employee
meeting
Review IDP
Follow up mid-year
Begin development activities
1. Prepare
2. Create
3. Finalize
4. Manage
Approve IDP
Submit IDP
Revise IDPCreate draft IDP
in SATERN
Formulate goals
Identify development activities
Within 30 days of supervisor/employee
meeting
Track progress in SATERN
Time spent in planning prepares the groundwork for a realistic and worthwhile IDP. Time spent in planning prepares the groundwork for a realistic and worthwhile IDP.
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IDP Prepare Phase
What is Included in this Phase?1. The Individual Development Planning process begins with
planning and preparation.
2. In this phase, you gather information that you will need to draft your development plan.
There are 3 steps in the Prepare phase:1. Assess skill needs
2. Formulate goals
3. Identify development activities
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1. Assess Skill Needs
The first step in preparing for your IDP is to evaluate your skills and abilities.
Your IDP generally reflects development needs for your current job position or future career goal. Work with your supervisor to assess your skills and
compare to those needed for your current job. Identify any gaps between current competencies and
those required to perform your job functions.
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1. Assess Skill Needs (cont.)
List the skills and knowledge you need to: Enhance your performance in current position or field
of expertise Address changes in your job role or in the strategic
direction of your organization Prepare yourself for advancement to another position Discuss which areas you should focus on with your
supervisor or coach
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2. Formulate Goals
For the skill needs identified in the first step, you will create realistic development goals that you hope to achieve.
For each goal, determine if it is: Short-Range - Goal you plan to achieve within the next year
Mid-Range – Goal you intend to achieve in 2-4 years
Long-Range – Goal you wish to achieve in 5 years and beyond
An IDP is designed to be a blueprint for your success.An IDP is designed to be a blueprint for your success.
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3. Identify Development Activities
Opportunities for development can take on many forms
For each of your development goals/objectives, determine what strategies would best meet your needs
Consider your learning style and timeframe
Use SATERN to research available courses and reference materials
Examples of Activities Certification Formal Training Job Rotation On-the-Job Training Self-Directed Learning Reading Books Online Courses College Classes Shadowing Mentoring Cross-Training
The last step of the Prepare phase is to define the strategies you will use to achieve your development goals.
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An additional resource:You can have an IDP Coach or Mentor
A Coach or Mentor can:• Provide guidance and advice during the IDP planning process• Encourage the use of IDP in SATERN as a career development tool• Comment on your draft/completed IDP• Select Coach or Mentor in your profile
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IDP Prepare Phase
How Do You
Approach Your Career?
Questions?
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IDP Create Phase
Assess skill needs30 days prior to supervisor/employee
meeting
Review IDP
Follow up mid-year
Begin development activities
1. Prepare
2. Create
3. Finalize
4. Manage
Approve IDP
Submit IDP
Revise IDPCreate draft IDP
in SATERN
Formulate goals
Identify development activities
Within 30 days of supervisor/employee
meeting
Track progress in SATERN
Time spent in planning prepares the groundwork for a realistic and worthwhile IDP. Time spent in planning prepares the groundwork for a realistic and worthwhile IDP.
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IDP Create Phase (cont.)
This module will review all of the steps involved in creating your IDP.
You will learn how to: Navigate to the IDP in SATERN Create a new plan Enter plan information Add goals to your plan Add development activities to your plans
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To Add a Coach or Mentor
When you log in to SATERN, your Personal tab will display.
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Click Profile.
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1. Click on the pencil icon to add or change your Coach/Mentor.
2. Click on the yellow Employee Information box to bring up the Edit function .
3. Browse to find your coach/mentor, select, and click Save.
To Add a Coach or Mentor (cont.)
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Verify your Supervisor
Check your supervisor to ensure the correct one is in your supervisor If not, correct and set the Supervisor By-pass Flag to Y (Yes)
Supervisor must be in the same domain as the learner and must be a civil service employee.Supervisor must be in the same domain as the learner and must be a civil service employee.
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Click Career TabNavigate to IDP:
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Click Career, then IDP.
The View Your Competencies selection allows you to view your competency assignments from NASA’s Competency Management System (CMS).
The View Your Competencies selection allows you to view your competency assignments from NASA’s Competency Management System (CMS).
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Create a New Plan:
Click Create New IDP.
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Enter Plan Information
IDP Title and IDP Period are the only two required fields.
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The IDP Title should be intuitive, so that others (e.g., supervisor, coach) can identify this plan.The IDP Title should be intuitive, so that others (e.g., supervisor, coach) can identify this plan.
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Enter Plan Information (cont.)
Standard date periods are provided for selection:
Click Select.1
2 Click Select on applicable Date Period.
Ask your supervisor or Center Training Office if a certain date period is required. Ask your supervisor or Center Training Office if a certain date period is required.
The IDP Period is the time period during which you intend to reach the
goals on the plan.
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Enter Plan Information (cont.)
Finish creating your Plan:
Click Add.
Effective Date and Expiration Date will automatically fill, based
on the selected IDP Period.
IDPs created before December 2009 will not have date periods, only expiration dates.IDPs created before December 2009 will not have date periods, only expiration dates.
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Enter Plan Information (cont.)
Let us quickly review: Can you add a Coach/Mentor to your profile? At this point your plan contains a _____and a
______.
Your Plan Information is not complete. True/False?
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Add a Competency-Based Goal
The next step in creating your plan is to add goals.
There are two types of goals: 1. competency-based
2. non-competency-based
Let’s add a competency-based goal to your plan.
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Add a Competency-Based Goal (cont.)
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Click New Goal in the Development tab.
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Use the IDP Goal Wizard functionality to create competency-based goals:
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Add a Competency-Based Goal (cont.)
Click Goal Wizard.
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Add a Competency-Based Goal (cont.)
First, select a Goal Type.
Select Add Competency Related Goals.
Click Next.
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Add a Competency-Based Goal (cont.)
When you choose a competency-based goal, you will search the CMS by entering Keywords.
Click Next.
Enter the Keywords you wish to search for and select your category.
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Add a Competency-Based Goal (cont.)
When the keyword search returns selections, choose the best fit:
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Click to Select.
Click Next.
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In order to finish adding this goal, you need to enter Goal Details.
Four fields are required:
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Confirm or enter the required goal information.
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Add a Competency-Based Goal (cont.)
You can set the Priority after you Save the Goal by clicking Edit.You can set the Priority after you Save the Goal by clicking Edit.
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IDP Section IDYou can create short-, mid-, or long-range goals
Here, we are adding a Short-Range Goal.
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Add a Competency-Based Goal (cont.)
Select IDP Section ID.
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Once you have completed your goal information, click Done.
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Add a Competency-Based Goal (cont.)
Click Done.
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Add a Competency-Based Goal (cont.)
Let us quickly review: Where did you find the competency you selected? You entered the _________ required by the IDP
tool, including the Section
This completes the addition of a competency-based goal.
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Add a Catalog Item
The next step is to add a Development Activity. The IDP tool requires at least one development activity to each goal.
Some development activities, include, but not limited to: Coursework On-the-job training Professional conferences
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Development activities fall into two categories:
Catalog Items: consist of SATERN catalog items External Activities: include everything else
Now, let’s add catalog items to your plan.
Add a Catalog Item (cont.)
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Add a Catalog Item (cont.)
Go back to the goal you have just created. Notice the ► symbol next to the Goal Name.
Click the ► symbol.
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Add a Catalog Item (cont.)
The activity menu will drop down below the goal.
Click Add Activity
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Add a Catalog Item (cont.)
Select a development activity type: Selecting Search for Activity to search the SATERN catalog for applicable development activities.
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Select Search for Activity
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Add a Catalog Item (cont.)
At this point, you may search the entire SATERN catalog.You can search using any of the following criteria:
Keywords Competency
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Do not use Rating as a search criterion.Do not use Rating as a search criterion.
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Add a Catalog Item (cont.)
This example shows a search for SATERN catalog items by competency.
A competency-based goal will automatically appear in the Competency field.
After you have entered your search criteria, click Search.
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For a broader search, you made need to remove the competency that populates automatically.For a broader search, you made need to remove the competency that populates automatically.
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Add a Catalog Item (cont.)
Note: Competencies have not been assigned to all learning itemsIf you perform a search based on a competency, it may not show all relevant courses. You may wish to broaden your search.
After you have selected your items, click Add.
Select the desired item/s.
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Add a Catalog Item (cont.)
At this point, you are able to enter Development Activity Details:
There are two required fields: Activity Name Target Date
Confirm or enter the required activity information.
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To change the activity details, click Edit.
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Add a Catalog Item (cont.)
You are also able to add a Priority for these activities: 1- High2- Medium3- Low
Once you have entered your activity details, click Apply Changes.
Enter the Priority level for these items.
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Add a Catalog Item (cont.)Let us quickly review:
You searched through the _______________ for items related to your competency
You entered the development activity details required by the _______tool
You assigned a _________ level to your development activity
You have now completed the addition of a catalog item development activity.
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IDP GOAL
NON-COMPETENCY- BASED
Catalog Items
External Activities
COMPETENCY- BASED
Development Activity
Catalog Items
External Activities
Development Activity
External Activities
Goal Name
Target Date
Target Rating
Goal Name
Target Date
Activity Name
Target Rating
Activity Name
Target Rating
Activity Name
Target Date
Activity Name
Target Date
OR
OR OR
Section ID
Goal Category
Section ID Priority
Target Date
Target Date
Priority
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Add a Non-Competency-Based Goal
You have just created a competency-based goal.
You also have the option to add goals that are not based on competencies.
In the next several slides, you will learn how to add a non-competency-based goal to your plan.
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Add a Non-Competency-Based Goal (cont.)
In the Development tab, click New Goal:
Click New Goal in the Development tab.
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Add a Non-Competency-Based Goal (cont.)
Now you are ready to complete the details of your goal.
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First, add the Goal Name and the Goal Description:
Goal Name is the name you choose to give this goal
Add a Non-Competency-Based Goal (cont.)
Goal Name is a required field.
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You are also able to select a Goal Category to provide an optional means of grouping goals:
Academic Goals Leadership Development Goals Other Goals Personal Growth and Development Goals Professional Development Goals
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Add a Non-Competency-Based Goal (cont.)
Select Goal Category. (Optional)
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You can create Short-, Mid-, or Long-Range goals, though you are not required to have all three in your plan:
Short-Range Mid-Range Long-Range
Add a Non-Competency-Based Goal (cont.)
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Add a Section.
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You are also able to add the Priority for this goal:
1 – High: development necessary2 – Medium: necessary to accomplish organization strategic goals3 – Low: goals not directly related to your current job description
Add a Non-Competency-Based Goal (cont.)
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Select a Priority.
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Finally, select your Target Date: Target Date is the date by which you want to achieve the
goal.
Add a Non-Competency-Based Goal (cont.)
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Set a Target Date, considering the Section selected.
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Let us summarize the required fields of our goal to Develop people management skills:
Goal Name Section Target Date
Add a Non-Competency-Based Goal (cont.)
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When complete, click Done.
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You have now completed the addition of a non-competency-based goal:
Add a Non-Competency-Based Goal (cont.)
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Let’s quickly review: How are required fields designated? The required fields for a goal are goal name, section,
and _______ _________. Is there an option to add goals that are not based on
competencies?
Add a Non-Competency-Based Goal (cont.)
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IDP GOAL
NON-COMPETENCY- BASED
Catalog Items
External Activities
COMPETENCY- BASED
Development Activity
Catalog Items
External Activities
Development Activity
External Activities
Goal Name
Target Date
Target Rating
Goal Name
Target Date
Activity Name
Target Rating
Activity Name
Target Rating
Activity Name
Target Date
Activity Name
Target Date
OR
OR OR
Section ID
Goal Category
Section ID Priority
Target Date
Target Date
Priority
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Add an External Activity
SATERN catalog items are an effective way to build skills.
Other options include, but not limited to, external coursework, on-the-job training, and professional conferences.
To add non-SATERN-based development activities to your plan, select External Activities.
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Add an External Activity (cont.)
Go back to the goal you have just created. Notice the ► symbol next to the Goal Name. Click this button to open up the activities section for this goal.
Click the ► symbol.
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Add an External Activity (cont.)
The activity menu will drop down below the goal, allowing you to add an activity.
Click Add Activity.
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Add an External Activity (cont.)
You are now able to Create New Activity or Search for Activity: Create a New Activity: activities not in the SATERN catalog.
Select Create New Activity
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Add an External Activity (cont.)
To finish adding this activity, enter the development activity details.There are two required fields:
Activity Name Target Date
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Enter the required activity information, along with any other information you would like.
Target Date will default to the plan expiration date, but you can change it to any date by which you want to achieve the goal. This date does not need to match the expiration date you entered for the plan.
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You are also able to add a Priority for this activity:
1 – High: development necessary2 – Medium: necessary to accomplish organization strategic
goals3 – Low: goals not directly related to your current job
description
Add an External Activity (cont.)
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Enter a Priority level for this activity.
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Add an External Activity (cont.)
The Target Value is the number for a value-based activity
Example: for 30 hours of OJT, the target value = 30 Leave this field blank if the activity is not measured
numerically
Enter a Target Value for a numerical measure of completion.
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You can set a Stretch Value for a numerical measure
above the Target Value for
exceptional performance.
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You have now completed the addition of an external activity.
Add an External Activity (cont.)
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Beginning December 2009, there is no longer a checkbox for an external training form (e.g., SF-182). Therefore, external activities need to be tracked manually.
Beginning December 2009, there is no longer a checkbox for an external training form (e.g., SF-182). Therefore, external activities need to be tracked manually.
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Finally, follow these easy steps to Print a copy of your IDP:1. Career from Main menu, then select2. View IDP3. Print IDP4. File/Print
Print Your IDP
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Questions?
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