> 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="/files/oOLdv4pzS4vtoZhUwOdu" 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="/files/fHFZDVTp24Tbr4ItqdZ9" 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.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.talentmap.com/knowledge-base/step-7-communicate-and-take-action/action-planning-in-compass/action-plan-template-library.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.