Prepare & Create Your IDP in SATERN: A NASA HRU Presentation Facilitators: Adib Sabree, MS, Team...

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.

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 FinalizeCreate 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

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.

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.

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

IDP Prepare Phase

How Do You

Approach Your Career?

Questions?

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.

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

To Add a Coach or Mentor

When you log in to SATERN, your Personal tab will display.

Click Profile.

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.)

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.

Click Career TabNavigate to IDP:

Click Career, then IDP.

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.

Enter Plan Information

IDP Title and IDP Period are the only two required fields.

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.

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.

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.

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?

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.

Add a Competency-Based Goal (cont.)

Click New Goal in the Development tab.

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

Click Goal Wizard.

First, select a Goal Type.

Select Add Competency Related Goals.

Click Next.

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.

When the keyword search returns selections, choose the best fit:

Click to Select.

Click Next.

In order to finish adding this goal, you need to enter Goal Details.

Four fields are required:

Confirm or enter the required goal information.

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.

IDP Section IDYou can create short-, mid-, or long-range goals

Here, we are adding a Short-Range Goal.

Select IDP Section ID.

Once you have completed your goal information, click Done.

Click Done.

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.

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

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.)

Go back to the goal you have just created. Notice the ► symbol next to the Goal Name.

Click the ► symbol.

The activity menu will drop down below the goal.

Click Add Activity

Select a development activity type: Selecting Search for Activity to search the SATERN catalog for applicable development activities.

Select Search for Activity

At this point, you may search the entire SATERN catalog.You can search using any of the following criteria:

Keywords Competency

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

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

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.

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.

To change the activity details, click Edit.

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.

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.

IDP GOAL

NON-COMPETENCY- BASED

Catalog Items

External Activities

COMPETENCY- BASED

Development Activity

Catalog Items

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

Section ID

Goal Category

Section ID Priority

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.

Add a Non-Competency-Based Goal (cont.)

In the Development tab, click New Goal:

Click New Goal in the Development tab.

Now you are ready to complete the details of your goal.

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.

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)

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.

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

Select a Priority.

Finally, select your Target Date: Target Date is the date by which you want to achieve the

Set a Target Date, considering the Section selected.

Let us summarize the required fields of our goal to Develop people management skills:

Goal Name Section Target Date

When complete, click Done.

You have now completed the addition of a non-competency-based goal:

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?

IDP GOAL

NON-COMPETENCY- BASED

Catalog Items

External Activities

COMPETENCY- BASED

Catalog Items

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

Section ID

Goal Category

Section ID Priority

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.

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.

The activity menu will drop down below the goal, allowing you to add an activity.

Click Add Activity.

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

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.

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.

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

Enter a Priority level for this activity.

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.

Prepare FinalizeCreate Manage Click Add when finished.

You can set a Stretch Value for a numerical measure

above the Target Value for

exceptional performance.

You have now completed the addition of an external activity.

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.

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?

Prepare & Create Your IDP in SATERN: A NASA HRU Presentation Facilitators: Adib Sabree, MS, Team...

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