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.

Beta feature. Action Planning is currently available as a beta release. Features and interface details may change as we refine the experience.

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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

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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.

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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.

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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.