> For the complete documentation index, see [llms.txt](https://docs.talentmap.com/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talentmap.com/knowledge-base/step-7-communicate-and-take-action/action-planning-in-compass/action-plan-template-library.md).

# Action Plan Template Library

The template library provides pre-written, consultant-crafted action plans that you can adopt and customize. Each template addresses a specific engagement dimension and includes a complete plan with description, common pitfalls, timeline, and milestones.

{% hint style="info" %}
**Beta feature.** Action Planning is currently available as a beta release. Features and interface details may change as we refine the experience.
{% endhint %}

***

### Template types

| Type                    | Who creates them                                                         | Who can see them                        |
| ----------------------- | ------------------------------------------------------------------------ | --------------------------------------- |
| **TalentMap Templates** | TalentMap consulting team                                                | All organizations using Action Planning |
| **My Templates**        | You (saved from plans you create or customize)                           | Only you                                |
| **Shared Templates**    | Site Admin, Report Viewer, or TalentMap Admin users in your organization | Everyone in your organization           |

<figure><img src="https://2141019757-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBpBg0aV8RJEUOP2B5Hh4%2Fuploads%2FojkswHqpFMZXn5G2dgMq%2FScreenshot%202026-04-03%20at%2011.32.25%E2%80%AFAM.png?alt=media&#x26;token=eed4930d-4303-48ad-919c-7ea4ef81726f" alt=""><figcaption></figcaption></figure>

***

### What a template includes

Each template contains:

* **Title**: An action-oriented name tied to a specific engagement challenge.
* **Dimension tag**: The engagement dimension it addresses (for example, Communication, Innovation, Supervision, Change & Agility, Valuing People, Mental Health, or Collaboration).
* **Description**: What the plan addresses, why this pattern occurs, and what success looks like. Written in the voice of an experienced organizational psychologist.
* **Common pitfalls**: The most common mistakes managers make when addressing this issue.
* **Timeline**: Milestone schedule overview, typically spanning 8-12 weeks.
* **Milestones**: 3-5 specific steps with descriptions and due dates, sequenced from quick wins to sustained changes.

***

### Saving your own templates

After creating or customizing a plan, you can save it for reuse.

1. Open the plan you want to save.
2. Click **SAVE AS TEMPLATE** in the top-right corner.
3. The plan appears in your **My Templates** tab.

Users with **Site Admin**, **Report Viewer**, or **TalentMap Admin** roles can also share templates so they appear in the **Shared Templates** tab for everyone in the organization. Restricted users can only save to My Templates.

<figure><img src="https://2141019757-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBpBg0aV8RJEUOP2B5Hh4%2Fuploads%2FwZgynFOhcnOuYymGSZWA%2FScreenshot%202026-04-03%20at%2011.37.10%E2%80%AFAM.png?alt=media&#x26;token=799dd9e9-417e-4e7c-b74e-60c33636e575" alt=""><figcaption></figcaption></figure>

***

### How templates connect to survey results

On the Results page, clicking a Strength or Opportunity item shows 2 suggested templates specifically matched to that survey item. TalentMap's standard benchmarked engagement survey provides 2 suggested actions per key item.


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