Prepare & Create Your IDP in SATERN: A NASA HRU Presentation

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 1. Prepare 4. Manage 2. Create 3. Finalize
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.

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

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. Prepare Finalize Create Manage

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 Prepare Finalize Create Manage

An IDP is designed to be a blueprint for your success.
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 Short-Range - Goal you plan to achieve within the next year Often focus on development related to your current job assignment or technical/job specific skills needed now Mid-Range – Goal you intend to achieve in 2-4 years Often development objectives important for growth within your present position or for developing a new skill or area of knowledge Long-Range – Goal you wish to achieve in 5 years and beyond Often development goals that reflect career aspirations, taking on greater responsibility, or moving to a new area of work An IDP is designed to be a blueprint for your success. Prepare Finalize Create Manage

3. Identify Development Activities
The last step of the Prepare phase is to define the strategies you will use to achieve your development goals. 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 Opportunities for development can take on many forms; consider a range of development activity options 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 Prepare Finalize Create Manage

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 BEGIN PART II - Next session will show you how to select a coach or mentor in your profile and how to make your IDP available for your coach/mentor to review/comment.

IDP Prepare Phase How Do You Approach Your Career?

Questions?

IDP Create Phase 1. Prepare 4. Manage 2. Create 3. Finalize
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

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

When you log in to SATERN, your Personal tab will display.
To Add a Coach or Mentor When you log in to SATERN, your Personal tab will display. 1 If you have a coach or mentor that you want to review you IDP, click on the Profile section of the Personal tab: Click Profile. 2 Prepare Finalize Create Manage

To Add a Coach or Mentor (cont.)
Click on the pencil icon to add or change your Coach/Mentor. Click on the yellow Employee Information box to bring up the Edit function . Browse to find your coach/mentor, select, and click Save. 3 1 2 Prepare Finalize Create Manage

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.

Navigate to IDP: Click Career Tab Click Career, then IDP.
1 2 Click Career, then IDP. You will find the IDP under the Career tab, which is located in the center of the SATERN navigation bar. The View Your Competencies selection allows you to view your competency assignments from NASA’s Competency Management System (CMS).

Create a New Plan: Click Create New IDP.
Now that you have navigated your way to the IDP, it is time to create your plan. Click Create New IDP. Prepare Finalize Create Manage

IDP Title and IDP Period are the only two required fields.
Enter Plan Information IDP Title and IDP Period are the only two required fields. The IDP system requires that you provide some information about your new plan. This information will help you find your plan in the future and make sure your plan is active on the correct date. The IDP Title should be intuitive, so that others (e.g., supervisor, coach) can identify this plan. Prepare Finalize Create Manage

Enter Plan Information (cont.)
Standard date periods are provided for selection: 1 Click Select. The IDP Period is the time period during which you intend to reach the goals on the plan. 2 Click Select on applicable Date Period. Ask your supervisor or Center Training Office if a certain date period is required.

Finish creating your Plan: Effective Date and Expiration Date will automatically fill, based on the selected IDP Period. Confirm or change the Effective and/or Expirations Date/s. Click Add when finished. Click Add. IDPs created before December 2009 will not have date periods, only expiration dates.

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? If applicable, you added a Coach/Mentor to your profile You created a new plan that contains the necessary plan information: IDP Title and IDP Period. Prepare Finalize Create Manage

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. The next step in creating your plan is to add goals. There are two types of goals: competency-based goals and non-competency-based goals. In the next several slides, you will learn how to add a competency-based goal to your plan. The intent of a competency-based goal is to build skills or develop expertise in a NASA competency from the CMS. Prepare Finalize Create Manage 22

Add a Competency-Based Goal (cont.)
The intent of a competency-based goal is to build skills or develop expertise in a NASA competency from the CMS Click New Goal in the Development tab. Prepare Finalize Create Manage 23

Use the IDP Goal Wizard functionality to create competency-based goals: Click Goal Wizard. 24

Select Add Competency Related Goals.
Add a Competency-Based Goal (cont.) First, select a Goal Type. 2 1 Click Next. Select Add Competency Related Goals. The first thing you will be asked to do is to select your Goal Type. Selecting Competency will allow you to search the CMS dictionary and choose a CMS competency on which to base your goal. Prepare Finalize Create Manage 25

When you choose a competency-based goal, you will search the CMS by entering Keywords. 1 Enter the Keywords you wish to search for and select your category. Click Next. You can choose to: Search from all Competencies within the CMS catalog Show Only Competencies Assigned to You: this includes competencies assigned to your job ID and competencies you have added to your CMS profile Show Competencies Assigned to Job Position: this includes competencies related to a specific job ID 2 Prepare Finalize Create Manage 26

When the keyword search returns selections, choose the best fit: 2 Click Next. 1 Click to Select. Prepare Finalize Create Manage 27

In order to finish adding this goal, you need to enter Goal Details. Four fields are required: Confirm or enter the required goal information. There are four required fields: Goal Name will default to the competency name, but you can rename it if you wish Target Rating should always be listed as “1” Target Date is the date by which you want to achieve the goal IDP Section ID is the time range to achieve the goal You can set the Priority after you Save the Goal by clicking Edit. Prepare Finalize Create Manage 28

IDP Section ID You can create short-, mid-, or long-range goals Here, we are adding a Short-Range Goal. though you are not required to have all three in your plan. Begin with adding a Short-Range Goal. This is a goal that you want to achieve within the next year. Select IDP Section ID. 29

Once you have completed your goal information, click Done. Click Done. 30

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. You searched the CMS dictionary for a competency on which to base your goal You entered the Goal Details required by the IDP tool, including the Section Prepare Finalize Create Manage 31

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 In order to reach your goals, you will need to engage in some kind of expertise or skill building activity. In the IDP, these are called Development Activities. The IDP tool requires that you add at least one such development activity to each goal. There are many different types of development activities, including, but not limited to: Coursework On-the-job training Attending professional conferences Prepare Finalize Create Manage 32

Add a Catalog Item (cont.)
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. Catalog Items: consist of SATERN catalog items External Activities: include everything else In the next several slides, you will learn how to add catalog items to your plan.

Go back to the goal you have just created. Notice the ► symbol next to the Goal Name. Clicking this button will open up the activities section for this goal. Click the ► symbol. Prepare Finalize Create Manage 34

The activity menu will drop down below the goal. Click Add Activity Prepare Finalize Create Manage 35

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

Do not use Rating as a search criterion.
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 At this point, you may search the entire SATERN catalog for items that will help you achieve your goal. You can search using any of the following criteria: Keywords – Including SATERN course title and description Competency – Only technical and business competencies from the CMS dictionary have been assigned to learning items Do not use Rating as a search criterion. Prepare Finalize Create Manage 37

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. For a broader search, you made need to remove the competency that populates automatically. Prepare Finalize Create Manage 38

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. 2 After you have selected your items, click Add. 1 Select the desired item/s. Prepare Finalize Create Manage 39

To change the activity details, click Edit.
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 To change the activity details, click Edit. Activity Name will default to the item name, but you can expand it to be more descriptive if you choose Target Date will default to the plan expiration date, but you can change it to any date by which you want to complete the activity Confirm or enter the required activity information. Prepare Finalize Create Manage 40

You are also able to add a Priority for these activities: 1- High 2- Medium 3- Low 1- High: Focuses on development directly related to your current job assignment, technical and/or job-specific skill sets, and support organizational goals 2- Medium: Necessary to accomplish organizational mission objectives, or needed to carry out your job responsibilities 3- Low: May or may/not be directly related to your current job description, but will appreciably improve your skill set Enter the Priority level for these items. Once you have entered your activity details, click Apply Changes. Prepare Finalize Create Manage 41

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. Let us quickly review: You searched through the SATERN catalog for items related to your competency You entered the development activity details required by the IDP tool You assigned a priority level to your development activity Prepare Finalize Create Manage 42

NON-COMPETENCY- BASED
External Activities IDP GOAL COMPETENCY- BASED OR NON-COMPETENCY- BASED Goal Name Goal Name Target Rating Target Date Target Date Goal Category Section ID Section ID Priority Development Activity Development Activity Catalog Items External Activities Catalog Items External Activities OR OR Activity Name Activity Name Activity Name Activity Name Target Rating Target Date Target Rating Target Date Target Date Target Date Priority

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. Now you have created a competency-based goal and added catalog items from SATERN to support your achievement of that 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. Prepare Finalize Create Manage 44

In the Development tab, click New Goal:
Add a Non-Competency-Based Goal (cont.) In the Development tab, click New Goal: Click New Goal in the Development tab. On the IDP page, click new goal Prepare Finalize Create Manage 45

Add a Non-Competency-Based Goal (cont.)
Now you are ready to complete the details of your goal. Prepare Finalize Create Manage

First, add the Goal Name and the Goal Description: Goal Name is the name you choose to give this goal Goal Name is a required field. Prepare Finalize Create Manage

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 Select Goal Category. (Optional) Academic Goals – Goals that identify or relate to an academic activity. Leadership Development Goals – Goals that identify or relate to a capacity to lead, direct, or manage. Other Goals – Goals that do not readily identify or relate to Academic Goals, Leadership Development Goals, Personal Growth and Development Goals, or Professional Development Goals. Personal Growth and Development Goals - Goals that identify or relate to individual or self improvement. Professional Development Goals - Goals that identify or relate to career advancement or progress aimed to enhance knowledge, skills, or abilities Prepare Finalize Create Manage

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 Section. Short-Range - Goal you plan to achieve within the next year Often focus on development related to your current job assignment or technical/job specific skills needed now Mid-Range – Goal you intend to achieve in 2-4 years Often development objectives important for growth within your present position or for developing a new skill or area of knowledge Long-Range – Goal you wish to achieve in 5 years and beyond Often development goals that reflect career aspirations, taking on greater responsibility, or moving to a new area of work Prepare Finalize Create Manage

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 Select a Priority. 1 - High – Development necessary and directly linked to job assignments, job-specific skill sets, and will likely lead to improved job performance and ability to accomplish mission objectives. 2 - Medium – Necessary to accomplish organization strategic goals and objectives, not directly needed to perform job responsibilities, but would improve and enhance job performance. 3 - Low – The development activity supports goals not directly related to your current job description, but will appreciably improve your skill set. Prepare Finalize Create Manage

Finally, select your Target Date: Target Date is the date by which you want to achieve the goal. Set a Target Date, considering the Section selected. Prepare Finalize Create Manage

Let us summarize the required fields of our goal to Develop people management skills: Goal Name Section Target Date When complete, click Done. Prepare Finalize Create Manage

You have now completed the addition of a non-competency-based goal: Prepare Finalize Create Manage

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? Prepare Finalize Create Manage

NON-COMPETENCY- BASED
External Activities IDP GOAL COMPETENCY- BASED OR NON-COMPETENCY- BASED Goal Name Goal Name Target Rating Target Date Target Date Goal Category Section ID Section ID Priority Development Activity Development Activity Catalog Items External Activities Catalog Items External Activities OR OR Activity Name Activity Name Activity Name Activity Name Target Rating Target Date Target Rating Target Date Target Date Target Date Priority

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. SATERN catalog items are an effective way to build skills, but there are many other options available, including, but not limited to, external coursework, on-the-job training, and professional conferences. In order to add non-SATERN-based development activities to your plan, you will add External Activities. In the next several slides you will learn how to add such external activities to your plan. Prepare Finalize Create Manage

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. Prepare Finalize Create Manage

The activity menu will drop down below the goal, allowing you to add an activity. Click Add Activity. Prepare Finalize Create Manage

Select Create New Activity
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 Create a New Activity will allow you to create a development activity that is not in the SATERN catalog Prepare Finalize Create Manage

To finish adding this activity, enter the development activity details. There are two required fields: Activity Name Target Date Enter the required activity information, along with any other information you would like. In order to finish adding this activity, you need to enter the development activity details. For an external activity, there are two required fields: Activity Name should describe the activity in enough detail for a reviewer to understand Target Date is the date by which you want to achieve the activity 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. Prepare Finalize Create Manage

Enter a Priority level for this activity.
Add an External Activity (cont.) 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 Enter a Priority level for this activity. 1 - High – Development necessary and directly linked to job assignments, job-specific skill sets, and will likely lead to improved job performance and ability to accomplish mission objectives. 2 - Medium – Necessary to accomplish organization strategic goals and objectives, not directly needed to perform job responsibilities, but would improve and enhance job performance. 3 - Low – The development activity supports goals not directly related to your current job description, but will appreciably improve your skill set. Prepare Finalize Create Manage

Enter a Target Value for a numerical measure of completion.
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. You can set a Stretch Value for a numerical measure above the Target Value for exceptional performance. Click Add when finished. Prepare Finalize Create Manage

You have now completed the addition of an external activity. Select external training from home page. 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. Prepare Finalize Create Manage

Print Your IDP 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

Prepare Finalize Create Manage

Questions?

Prepare & Create Your IDP in SATERN: A NASA HRU Presentation

Similar presentations

Presentation on theme: "Prepare & Create Your IDP in SATERN: A NASA HRU Presentation"— Presentation transcript:

Similar presentations

About project

Feedback

Log in

Auth with social network:

Prepare & Create Your IDP in SATERN: A NASA HRU Presentation

Similar presentations

Presentation on theme: "Prepare & Create Your IDP in SATERN: A NASA HRU Presentation"— Presentation transcript:

Similar presentations

About project

Feedback