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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,

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Presentation on theme: "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,"— Presentation transcript:

1 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

2 IDP Prepare Phase Assess skill needs 30 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 IDP Create 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. 2

3 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 3

4 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. PrepareFinalizeCreateManage 4

5 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 PrepareFinalizeCreateManage 5

6 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. PrepareFinalizeCreateManage 6

7 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. PrepareFinalizeCreateManage 7

8 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 8

9 IDP Prepare Phase How Do You Approach Your Career?

10 Questions? 10

11 11 IDP Create Phase Assess skill needs 30 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 IDP Create 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. 11

12 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 12

13 To Add a Coach or Mentor When you log in to SATERN, your Personal tab will display. PrepareFinalizeCreateManage Click Profile. 1 2 13

14 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.) 1 2 3 PrepareFinalizeCreateManage 14

15 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. 15

16 Click Career Tab Navigate to IDP: 1 2 Click Career, then IDP. The View Your Competencies selection allows you to view your competency assignments from NASA’s Competency Management System (CMS). 16

17 Create a New Plan: Click Create New IDP. PrepareFinalizeCreateManage 17

18 Enter Plan Information IDP Title and IDP Period are the only two required fields. PrepareFinalizeCreateManage The IDP Title should be intuitive, so that others (e.g., supervisor, coach) can identify this plan. 18

19 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. The IDP Period is the time period during which you intend to reach the goals on the plan. 19

20 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. 20

21 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? PrepareFinalizeCreateManage 21

22 22 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. PrepareFinalizeCreateManage 22

23 23 Add a Competency-Based Goal (cont.) PrepareFinalizeCreateManage Click New Goal in the Development tab. 23

24 Use the IDP Goal Wizard functionality to create competency-based goals: 24 Add a Competency-Based Goal (cont.) Click Goal Wizard. 24

25 25 Add a Competency-Based Goal (cont.) First, select a Goal Type. Select Add Competency Related Goals. Click Next. PrepareFinalizeCreateManage 1 2 25

26 26 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. PrepareFinalizeCreateManage 1 2 26

27 27 Add a Competency-Based Goal (cont.) When the keyword search returns selections, choose the best fit: PrepareFinalizeCreateManage Click to Select. Click Next. 1 2 27

28 In order to finish adding this goal, you need to enter Goal Details. Four fields are required: 28 Confirm or enter the required goal information. PrepareFinalizeCreateManage Add a Competency-Based Goal (cont.) You can set the Priority after you Save the Goal by clicking Edit. 28

29 IDP Section ID You can create short-, mid-, or long-range goals Here, we are adding a Short-Range Goal. 29 Add a Competency-Based Goal (cont.) Select IDP Section ID. 29

30 Once you have completed your goal information, click Done. 30 Add a Competency-Based Goal (cont.) Click Done. 30

31 31 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. PrepareFinalizeCreateManage 31

32 32 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 PrepareFinalizeCreateManage 32

33 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.) 33

34 34 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. PrepareFinalizeCreateManage 34

35 35 Add a Catalog Item (cont.) The activity menu will drop down below the goal. Click Add Activity PrepareFinalizeCreateManage 35

36 36 Add a Catalog Item (cont.) Select a development activity type:  Selecting Search for Activity to search the SATERN catalog for applicable development activities. PrepareFinalizeCreateManage Select Search for Activity 36

37 37 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 PrepareFinalizeCreateManage Do not use Rating as a search criterion. 37

38 38 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. PrepareFinalizeCreateManage For a broader search, you made need to remove the competency that populates automatically. 38

39 39 Add a Catalog Item (cont.) Note: Competencies have not been assigned to all learning items If 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. PrepareFinalizeCreateManage 1 2 39

40 40 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. PrepareFinalizeCreateManage To change the activity details, click Edit. 40

41 41 Add a Catalog Item (cont.) You are also able to add a Priority for these activities: 1- High 2- Medium 3- Low Once you have entered your activity details, click Apply Changes. Enter the Priority level for these items. PrepareFinalizeCreateManage 41

42 42 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. PrepareFinalizeCreateManage 42

43 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 Section ID Goal Category Section ID Priority Target Date Priority 43

44 44 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. PrepareFinalizeCreateManage 44

45 45 Add a Non-Competency-Based Goal (cont.) In the Development tab, click New Goal: Click New Goal in the Development tab. PrepareFinalizeCreateManage 45

46 Add a Non-Competency-Based Goal (cont.) Now you are ready to complete the details of your goal. PrepareFinalizeCreateManage 46

47 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. PrepareFinalizeCreateManage 47

48 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 PrepareFinalizeCreateManage Add a Non-Competency-Based Goal (cont.) Select Goal Category. (Optional) 48

49 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.) PrepareFinalizeCreateManage Add a Section. 49

50 You are also able to add the Priority for this goal: 1 – High: development necessary 2 – Medium: necessary to accomplish organization strategic goals 3 – Low: goals not directly related to your current job description Add a Non-Competency-Based Goal (cont.) PrepareFinalizeCreateManage Select a Priority. 50

51 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.) PrepareFinalizeCreateManage Set a Target Date, considering the Section selected. 51

52 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.) PrepareFinalizeCreateManage When complete, click Done. 52

53 You have now completed the addition of a non- competency-based goal: Add a Non-Competency-Based Goal (cont.) PrepareFinalizeCreateManage 53

54 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.) PrepareFinalizeCreateManage 54

55 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 Section ID Goal Category Section ID Priority Target Date Priority 55

56 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. PrepareFinalizeCreateManage 56

57 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. PrepareFinalizeCreateManage 57

58 Add an External Activity (cont.) The activity menu will drop down below the goal, allowing you to add an activity. Click Add Activity. PrepareFinalizeCreateManage 58

59 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 PrepareFinalizeCreateManage 59

60 Add an External Activity (cont.) To finish adding this activity, enter the development activity details. There are two required fields:  Activity Name  Target Date PrepareFinalizeCreateManage 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. 60

61 You are also able to add a Priority for this activity: 1 – High: development necessary 2 – Medium: necessary to accomplish organization strategic goals 3 – Low: goals not directly related to your current job description Add an External Activity (cont.) PrepareFinalizeCreateManage Enter a Priority level for this activity. 61

62 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. PrepareFinalizeCreateManage Click Add when finished. You can set a Stretch Value for a numerical measure above the Target Value for exceptional performance. 62

63 You have now completed the addition of an external activity. Add an External Activity (cont.) PrepareFinalizeCreateManage 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. 63

64 Finally, follow these easy steps to Print a copy of your IDP: 1. Career from Main menu, then select 2. View IDP 3. Print IDP 4. File/Print Print Your IDP 64

65 PrepareFinalizeCreateManage 65

66 PrepareFinalizeCreateManage 66

67 PrepareFinalizeCreateManage 67

68 68

69 Questions? 69


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