Employee Development Plan Examples in PDF and Excel

Employee development plan - examples in pdf and excel

Here are your free Employee Development Plan Examples in PDF and Excel

How to set up and complete these employee development plan templates

To best understand how to use these free EDP examples for your employees, please refer to the Employee Development Plan Examples article first.

It fully explains how to set up the EDP Templates here:

To download all your EDP Template Examples:

Employee Development Plan Template Kit

These free templates are part of the complete Employee Development Plan Template Kit.

It is designed to be a lean plan that employers can set up quickly and at low cost.

It’s an innovative individual career development plan that focuses on employees job proficiencies and “soft skills” such as behavioral, interpersonal and leadership skills.

It includes:

  • Instructions and templates to set up and implement the EDP in under an hour

  • An Employee Development Summary (EQD) for employee to refer to daily goals each day

  • Managers guide to conducting the Quarterly Review and providing a Quarterly Summary for employee

  • Rewards & Awards templates to further motivate employees

Find out how to purchase it here:

How to use this individual development plan template for employees as a fillable PDF or customizable in Excel

The Fillable PDF allows you to customize a development plan for individual employees, by department, in three easy steps. 

The EDP Template in Excel is fully customizable, you can even add company logo, images, etc.

There are 2 steps to customize the employee development plan template

Step One: Enter Name, Dept, and period

  1. Fill out Dept name ( and number or division)

  2. Employee name ( and ID number if required)

  3. Enter Quarter number for year ( 1-4)

  4. Enter period date range for Quarter for example 1/1/22 through 3/31/
Employee Development Plan Example

Enter name, dept, quarter, and period

Step Two: Break out 3 modules of proficiencies from the bucket of proficiencies

To better prioritize proficiencies, separate them into three Modules:

  • Job Role proficiencies

  • Job support proficiencies

  • Soft skills proficiencies 

You will typically have several categories within each module. 

For example in sales, you may have 4 categories of job requirements: generating sales revenue, appointment setting skills, closing skills, and demo presentation skills.

For each category, enter the proficiencies to rate, rank, and prioritize.

Job role proficiencies example

soft skills proficiencies

Soft Skills proficiencies example

Rating and ranking job role proficiencies

Each listed job proficiency is rated for proficiency of 1 to 10. 

It is then ranked by how urgently the need to improve is on a scale of 1 to 10 by employee. 

  • The goal is to prioritize employee development efforts for the quarter

  • This also develops employee performance metrics

Manager then goes through and rates and ranks them as well, to identify the 3 or 4 most critical and urgent proficiencies for this quarter.

Employee and manager discuss if needed, then agree on development goals in the areas that are most crucial to focus on this quarter. 

Manager has final say on the final list of 3 to 5 which proficiencies employee is to focus on. 

Manager then writes specific aspect of proficiency for employee to work on.

Rate proficiency and rank by need to improve, then agree on specific development goals

Rate proficiency and rank by need to improve, then agree on specific development goals

Reviewing employee's proficiency improvement with a Quarterly Review

Maintaining proficiency mindfulness with employee requires the employer to oversee the process and maintain engagement. Through the continual development process of kaizen, you build ninja employee performance over time.

This entire process is managed through the Employee Quarterly Review.

You can find out more here about how the Quarterly Employee Review is a missed opportunity.

The manager’s guide to administering the Quarterly Review is beyond the scope of these free templates.

It can be found in the Employee Development Plan Template Kit.

Final thoughts on using the Employee Development Plan Templates


Use these quick and easy employee development plan examples with any employee, for guaranteed performance improvement.

By reviewing their progress each quarter, employees will build kaizen improvement over time.

Especially with all the distractions of this digital age, the “soft skills” development can be your secret weapon to gain ninja employee job performance.

If you appreciate these employee development plan template examples and want to keep employees engaged and focused on their job roles, get the entire 4 part innovative Employee Development Plan Template Kit now:

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