Playbooks·HR / People·Professional Services·HR12

Learning & Development Planning

Translate capability gaps and role aspirations into a prioritized learning plan with targeted development actions.

GenAI impact

What this playbook delivers

Projected against the same workflow run manually, end to end

52%
Faster than the manual baseline
~2.6hrs
Saved per cycle
3
Source-of-truth artifacts

Estimated impact based on 1 employee development plan mapped to capability gaps · Real savings vary with team volume and current process maturity

The challenge

Why the workflow breaks

Three patterns show up across teams using GenAI without a shared workflow

Generic prescriptions

Plans can recommend a course or skill area without naming the behavior, context, or progress signal the employee needs.

Weak fit

A learning option may sound useful but still miss the employee's role, timeline, support needs, or learning constraints.

Invented resources

GenAI can suggest programmes, mentors, or pathways that are unavailable, ineligible, or unsupported by the organization.

Where GenAI helps

From confused intake to source-of-truth artifacts

Here’s what changes when the team uses this playbook

  • Capability gaps remain broad development themes

    Prioritised Development Objectives make the need specific

  • Learning options are hard to match to the specific gap

    Development Options Map uses real options and constraints

  • A course title is accepted as a match

    Development Fit Assessment checks relevance, feasibility, and support

  • The plan lists aspirations without ownership

    Targeted Learning Plan names actions, timing, and progress signals

How the playbook works

3 phases, one source of truth

Each phase produces an artifact the next phase builds on

1

Prioritize gaps

AI turns capability evidence into Prioritised Development Objectives so planning starts with a reviewable need, not a preferred activity.

2

Map options

The Development Options Map uses available resources, and the Development Fit Assessment tests whether each option can realistically address the gap.

3

Finalize plan

The Draft Learning Plan becomes a Targeted Learning Plan with sequenced actions, manager support, employee fit checks, and progress signals.

What you’ll produce

Sample artifacts from the workflow

Interim and final deliverables you can review and download

Prioritised Development Objectives

Gap-linked development objectives prioritized by severity, capability area, and employee career alignment before learning options are mapped.

AiOS · HR12 · Step 0
Download Sample PDF

Development Fit Assessment

Ranked assessment of learning options by relevance, effort-to-impact, and objective fit before a plan is drafted.

AiOS · HR12 · Step 2
Download Sample PDF

Targeted Learning Plan

Sequenced development actions linked to capability gaps, time frames, success indicators, preference fit, and manager sign-off.

AiOS · HR12 · Step 4
Download Sample PDF

Built into the workflow

Quality and risk checks at every step

Verification, data handling, and definition-of-done rules are part of the playbook — not afterthoughts

Quality

Enforcing sequential gap framing, option mapping, and fit evaluation before plan drafting ensures every development action traces to a documented capability gap, preventing the common manual shortcut of prescribing familiar training without systematic evidence of fit.

Risk handling

The workflow's mandatory redaction checklist and restricted-access controls prevent sensitive employee career aspirations and personal health or family details from being exposed to unapproved GenAI tools during development planning.

LIVE ONLINE LABS

Join a live Lab for this workflow

An AGASI expert runs your team through the Learning & Development Planning workflow on your own real work — so you leave with the method, not a recording.

  • Built around this exact playbook

    You internalise the method, not a recording.

  • Facilitated by an AGASI expert

    Live online coaching on prompts, verification, and where the workflow tends to break.

  • Public or private formats

    Join an open public Lab, or bring it in-house for your team.

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Run the Learning & Development Planning playbook

Step-by-step prompts, role guidance, data-handling notes, and definition-of-done checks for every step of the workflow