How Do I Complete an Action Plan Assigned to Me?
Last updated: November 5, 2026
When your manager creates an Action Plan for you, you'll answer its Agenda Items on the Session it's linked to and then submit it for your manager to review.
This article explains how to complete and submit an Action Plan as an employee.
Required permissions:
No special permission is required to complete an Action Plan where you are the assigned employee.
Complete an Action Plan Assigned to You
Go to Coach --> Sessions.
Click on the Session that the Action Plan was created for.
Click on the Action Plans tab. The Current tab will show the Action Plan linked to the Session you're viewing.
Fill out all Agenda Items that are marked as "Required."
Click on Submit for Review once you've answered all required items.
Your manager will then review your Action Plan and mark it as complete.