Plans Page

The Plans page is where you create, manage, and track your action plans. You can start from TalentMap's consultant-crafted template library, build a plan from scratch, or adopt a plan suggested from your survey results.

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

Reporting structure required. Your administrator must configure a reporting structure in Setup > Structure before you can create action plans. See Action Planning Setup for details.

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Creating an action plan

You have three ways to create an action plan.

From the template library (recommended)

1. Navigate to Actions > Plans.

2. Click the create button on the Plans page. The Create Action Plan dialog opens with a search bar and three tabs: TALENTMAP TEMPLATES, MY TEMPLATES, and SHARED TEMPLATES.

3. Search by keyword or browse the templates.

4. Select a template and click OK to create a plan from it.

From suggested actions on the Results page

1. Navigate to Actions > Results.

2. Click a Strength or Opportunity item to see 2 matching templates.

3. Click a template to select it, then click CREATE ACTION.

From scratch

1. Navigate to Actions > Plans.

2. Click the create button on the Plans page.

3. In the Create Action Plan dialog, click CREATE NEW to start with a blank plan.

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What a plan looks like

Each action plan contains:

• Title — The plan name (for example, "Building Trust Through Transparency, Not Optimism").

• Description — Rich text explaining what the plan addresses, why it matters, common pitfalls to avoid, and a timeline overview. Templates come pre-written, and you can edit freely.

• Milestones — Specific steps with checkboxes, descriptions, and due dates.

Plans also show which engagement dimension they address (for example, "Change & Agility," "Communication," or "Supervision") and whether they were assigned from your organization's template library or created by you.

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Managing milestones

Each milestone has a checkbox, name, description, and due date.

1. Click the checkbox next to a milestone to mark it complete. Compass records the completion date.

2. Uncheck a milestone to revert it to incomplete.

An action plan shows as Complete when all its milestones are checked. Plans with any milestone past its due date show as Overdue.

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Saving a plan as a template

If you create or customize a plan that works well, you can save it for reuse.

1. Open the plan you want to save.

2. Click SAVE AS TEMPLATE in the top-right corner.

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.

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Assigned plans

HR administrators can assign templates to specific managers through the reporting structure. Assigned plans show an Assigned from: Organization badge. You can still edit assigned plans like any other plan.

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Managing plans as an HR administrator

As an administrator, you can view and edit any manager's plans.

1. Click a manager's name in the reporting structure tree (left sidebar).

2. An admin banner appears when you are editing on behalf of a manager.

3. To reassign a plan, transfer it from one manager to another. The plan, all milestones, and history transfer to the new owner.