How to create a Growth Plan using a Template?

Growth Plans in Keka help employees develop their skills with clear, actionable goals. If your organisation uses pre-built templates, you can assign them quickly—saving time and ensuring consistency across teams.

Who Can Do This?

Only Admins and Managers with access to the Growth Plans section.

Steps to create a Growth Plan using a Template

1. Go to the Performance tab and click Growth.

2. Under Growth, select Growth Plans.

3. Click the All Growth Plans tab.

   

4. Switch to the Employees without active plans view to see who doesn’t currently have a growth plan.

5. Use filters like Business Unit, Department, or Location to narrow down your list.

6. Check the boxes next to the employees you want to assign a plan to.

7. Click Choose from templates.

   

8. In the Create growth plan window, select a template from one of the following:

   1. Org Templates – available organisation-wide

   2. Private Templates – created by you and visible only to you

9. Review the learning goals and tasks included in the template.

10. Click Use Template or Next.

    

11. Confirm the employee details like name, reporting manager, department, and location.

12. Click Next again to see the draft growth plan.

    

13. Customise the following fields as needed:

    • Timeframe – Set the plan’s start and end dates.

    • Metric Type – Choose how progress is tracked (e.g., Completed/Not Completed).

    • Purpose of the Goal – Define the objective, such as learning a new skill.

       

      

    • Add Skills – List any specific skills to develop.

    • Add Resources – Include learning materials or links.

    • Add Tasks – Create action steps with deadlines.

14. Once everything looks good, click Assign Plan.

    

15. The growth plan will now be active for the selected employees and visible for tracking.

For more information or assistance, be sure to reach out to our support team.