What is Career Planning, and what are best practices, tools and templates for teams and organizations?
Definition of Career Planning
Career Planning is an ongoing process of structured self-analysis in order to identify career objectives, marketable skills, strengths and weaknesses.
Description of Career Planning
Career Planning is a continuous process of career management involving four main steps:
- Self analysis: Finding out where you are currently in your career versus where you would like to be in the future. Also, taking an inventory of the skills you have to offer, as well as your values and interests.
- Research: Exploring occupations and areas that interest you. Once you have a list of your interests, compare your current skills with those required for the jobs that interest you and decide how they match up.
- Decision making: Narrow down the list of possible career options by determining what best suits you at this point in time.
- Taking action: Define your next steps figure out where to get the support, training or other skills needed to achieve your current career goals.
Ongoing analysis in Career Planning is important for long term satisfaction and success, as changes in economic and social situations occur continuously.
Tools & Templates
Specific tools used in Career Planning include self analysis, interviews, online research and skills testing.
upBOARD's Online Career Planning Tools & Templates
upBOARD’s online Career Planning collaboration tools allow any team or organization to instantly begin working with our web templates and input forms. Our digital platform goes far beyond other software tools by including progress dashboards, data integration from existing documents or other SaaS software, elegant intuitive designs, and full access on any desktop or mobile device.
Learn more about upBOARD’s portfolio of other human resources best practice tools and templates, including:
Career Planning, Change Management, Communication Management, Competency-Based Interviewing, Critical Incidents, Culture Mapping, Delphi Method, Employee Engagement Surveys, Executive & Leadership Coaching, Growth Mindset, Herzberg’s Two-Factor Theory, Job Analysis, Job Description, Learning and Growth Perspective, Mentoring, Performance Management, RACI, Resource Breakdown Structures (RBS), Retirement Index, Skills Requirement Checklist, Stakeholder Analysis, and Workday Task Analysis.