Development plans in Collaborator

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User Development Plans Page
Viewing a User’s Development Plan
Cost of training in development plans

In LMS Collaborator, it is possible to create Personal Development Plans (or simply Development Plans) designed for a specific user over a defined period of time, as well as Global Development Plans, which can be intended for a particular department or the entire company. Global Plans also have their own planned completion period — for example, the current year.

A Global Development Plan is a general company-wide development plan designed for a specific period of time — for example, one year. It can be assigned to all company employees, a specific department, or other groups. Each user may have different tasks within the global development plan; however, its parameters are the same for all participants.
There can be multiple Global Development Plans. For more details Global development plans.

Personal Development Plans are created by the employee themselves, their manager, or the portal Administrator. These plans are designed for a specific user and cover a defined period of time. Each user can have multiple development plans.
Similar to Global Development Plans, they can include completing a learning course, program, or other resources on the Collaborator platform, as well as any other task in the form of a written description indicating who will evaluate it.
Each item in the plan can have a deadline and a type — for example, External Training, Workshop, or any other category.
For more details Personal plans.

Access to this functionality is granted through the IndividualPlan module.
Access to the admin settings is provided by the permission User can manage Personal development plans.
For managers, the permission Manage individual development plans of subordinates must be enabled.

User Development Plans Page

Access to a user’s Development Plans can be obtained from the Development plans table:

When accessed, the administrator will see a page displaying information about the user, their Personal development plans and the Global Development Plans, to which the user has been assigned.

(1) – User information: avatar, full name and attributes;
(2) – Development Plan filter: Active, No active, Completed;
(3) – Development Plan card;
(4) – Planned period of the Development Plan;
(5) – Button to open the Development Plan tasks;
(6) – Edit Development Plan;
(7) – Delete the user’s Development Plan;
(8) – Search Development Plans by title;
(9) – Create a new Development Plan for the user.

When attempting to delete a Development Plan, the administrator will receive a warning that all tasks assigned in the plan will be permanently deleted from the user's learning history:

Viewing a User’s Development Plan

From the User Development Plans page, you can open a specific Development Plan (individual or global) by clicking the Review button.
On the Development Plan page, information about the tasks included in the selected plan is displayed, along with options for editing and adding new tasks.

(1) – Development Plan title, planned completion period and total cost of training (displayed if a training budget or training cost has been set for at least one personal task);
(2) – Search by task title within the Development Plan;
(3) – Task completion progress;
(4) – Task filter: All, Not complete, Completed;
(5) – List of assigned tasks with descriptions and statuses. Tasks can also be edited, removed from the Development Plan, or linked to a test report for review;
(6) - Tasks blocks - display of task blocks that are set at the stage of adding Personal task or adding Training task to the Development Plan. When selecting one of the blocks, only tasks related to this block will be displayed;
(7) - adding tasks from a pre-created Task sets;
(8) - exporting the Report to Excel
(9) - create task button (more details Adding training tasks for Personal plans, Adding personal tasks for Personal plans).

When exporting to Excel (8), the generated file will also display the Development Plan blocks, if they have been specified.

Cost of training in development plans

ДTo organize the workflow effectively, it may be necessary to track the training costs of employees, including additional seminars, workshops, conferences, and similar activities. In LMS Collaborator, it is possible to add a "Cost of training" attribute to users’ Development Plans, as well as when creating career development requests.

When creating or assigning a Development Plan, you can specify a Budget of development plan. This value indicates how much funding has been allocated in the company’s budget for additional activities and training within this specific Development Plan for an individual user.

The Development Plan Budget can be specified in both Global and Personal Development Plans. If needed, it can later be modified on the User Development Plan editing page (more details Editing a Global Development Plan and Editing an Individual Development Plan).
Editing the Global Development Plan, Personal development plans).

You can also specify the training cost for each personal task. This amount may include the cost of a training session, seminar, additional learning materials, or any other related expenses.

If needed, the Cost of training can be modified on the personal task editing page. The cost can be changed by the Administrator, as well as by the user, if they created the task themselves.

On the User Development Plan view page, the Total cost of training is displayed below the plan title. This value represents the sum of the training costs for all personal tasks assigned to the user within this Development Plan. Next to it, in parentheses, the Budget set for this Development Plan is shown.

This functionality allows you to track the budget balance and monitor whether the actual training cost aligns with the planned budget in the Development Plan. Based on this information, you can timely assess the need to adjust the budget or take other necessary actions.

For example, if the actual training cost exceeds the planned budget, it may be necessary to increase the budget or secure additional funding. You can also consider moving certain activities to another Development Plan (by creating a corresponding task in the new plan and removing it from the current one) or postponing them until additional funds become available.

Conversely, if the budget exceeds the actual training cost, the remaining funds can be used to assign the employee additional training or reallocate them to another Development Plan.

Information for Administrator - All necessary settings for forming Development Plans for users, creating and assigning sets, and administration:

User instructions - completing tasks, creating and completing personal tasks:

When assigning and completing tasks in development plans, users receive notifications based on templates: Notification templates for Personal Development Plan.