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Individual Development Plan (IDP)

A structured IDP workbook: SMART development goals, a 70-20-10 action plan, check-in notes with your manager and a progress summary.

Free

Free Excel workbook. A structured IDP workbook: SMART development goals, a 70-20-10 action plan, check-in notes with your manager and a progress summary. Download it, add your project details and use it today: no sign-up for software, no paywall.

Turn development conversations into a plan you can actually track. The Development Goals sheet captures up to a handful of focused goals with competency area, current and target level, success measure, dates, status and days left. The Action Plan applies the 70-20-10 learning model, balancing on-the-job experience, exposure through mentoring and feedback, and formal education, with planned and actual hours and evidence. The Check-ins sheet records regular manager conversations, and the Summary shows progress at a glance. Useful for managers coaching their teams, consultants growing into leadership roles, and anyone preparing for a promotion or career move.

What's inside

  • Development Goals: Three to five focused goals. Days left counts down to the target date until the goal is complete.
  • Action Plan: Concrete actions per goal using the 70-20-10 model: experience, exposure, education.
  • Check-ins: Record each development conversation with your manager or mentor.
  • Summary: key numbers calculated automatically from your data
  • Drop-down lists, worked example rows and formulas you can rely on

How to use it

  1. Start with direction, not activities: write down where you want to be in 12 to 24 months, and the two or three capabilities that would get you there.
  2. Add no more than three to five goals on the Development Goals sheet. Make each one specific and measurable, with a clear success measure and target date.
  3. Rate your current and target level honestly, ideally with input from your manager or a peer.
  4. On the Action Plan sheet, list concrete actions for each goal. Aim for a mix: mostly stretch work and real assignments, some mentoring and feedback, and some formal learning.
  5. Agree the plan with your manager, including what support, time or exposure they will provide.
  6. Hold a short check-in every four to six weeks and log it on the Check-ins sheet. Update status and progress after each one.
  7. At the end of the cycle, record evidence of results (projects delivered, feedback, certifications) and set the next round of goals.

Who it's for

New and experienced managers, team leads and consultants stepping into leadership.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.