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Managing Growth Plans

Learn how administrators and evaluators request, review, finalize, and track employee Growth Plans in Lebra Ascend.

Written by Maxwell Bass

Growth Plans help administrators support employee development by documenting goals, action steps, and progress over time. In Lebra Ascend, Growth Plans (also called PDPs, IPLPs, PGPs, or similar) follow a structured workflow that includes requesting plans, reviewing submissions, requesting edits, tracking progress updates, and maintaining documentation.


What Is a Growth Plan?

A Growth Plan is a collaborative document completed by an employee and reviewed by an evaluator. It focuses on professional growth rather than evaluation scoring.

When completing a Growth Plan, employees:

  • Select focus components or standards (your district may require a minimum number)

  • Define a professional growth goal and the action steps to reach it

  • Set a student achievement goal and its action steps (required in some districts, optional in others)

  • Check the student achievement or success indicators that apply (Idaho and Indiana districts only)

  • Sign the plan to confirm commitment

As an administrator or evaluator, you manage the workflow around these plans.

Note: Each Growth Plan belongs to a specific framework role and draws its focus components from that role's framework. Staff who hold two framework roles have a separate plan for each role. See Staff Who Hold Two Framework Roles.


Your Role as an Administrator or Evaluator

You are responsible for:

  • Requesting Growth Plans

  • Reviewing submitted plans

  • Requesting edits when needed

  • Signing and finalizing approved plans

  • Requesting and reviewing progress updates

  • Downloading plans as PDFs for records


Understanding Growth Plan Statuses

Growth Plans move through several statuses:

  • Requested - The employee has been asked to complete the plan

  • Expired - The employee's link expired after 60 days

  • Signed - The employee submitted and signed the plan

  • Completed - You reviewed and finalized the plan

  • Requested Progress - You requested a progress update

  • Progress Submitted - The employee submitted a progress update

Each status determines what actions are available next.

Districts that use year-end updates will also see Requested Year End Update and Year End Submitted statuses, set using the Request Year End Update action.


Requesting a Growth Plan

Requesting a Growth Plan sends the employee an email with a secure link to complete their plan.

Steps

  1. Navigate to the employee's profile.

  2. Select the Professional Development Plan (PDP) tab. Your district may rename this tab.

  3. If the employee holds two framework roles, choose which role you're requesting the plan for — the tab shows each role's plans, and the plan is built on the selected role's standards.

  4. Click Request PDP (or equivalent naming). This button only appears when the employee has no plan yet for that role this school year — if a plan card is already showing, open it or use its action menu instead.

  5. Confirm the request.

What happens next

  • The employee receives an email with a secure, personalized link

  • The link is valid for 60 days

  • No login is required for the employee

  • The plan appears in the profile with Requested status


Viewing an Employee's Growth Plan

You can open an employee's Growth Plan at any status — Requested, Signed, Completed, or after progress updates.

Steps

  1. Navigate to the employee's profile.

  2. Select the tab named after your district's plan, such as Professional Development Plan (PDP).

  3. If the employee holds two framework roles, choose the role from the role dropdown.

  4. Click the plan card (it shows the date the plan was requested and its status) to open the plan window.

Good to know

  • The heading above the plan cards (for example, Professional Development Plan (PDP)) is a label, not a link — click the card itself.

  • The Request PDP button only appears when there are no plans for that role and school year. If you don't see it, the employee already has a plan — open the card.

  • Administrators, the employee's evaluators, and their reviewers can see this tab.


Resending a Growth Plan Request

If an employee can't find the email or their link has expired, resend the request from the existing plan. You don't need to create a new plan.

Steps

  1. Navigate to the employee's profile.

  2. Select the Professional Development Plan (PDP) tab.

  3. Locate the plan with Requested status (including plans marked Expired).

  4. Open the action menu (⋮) and select Request Employee Signature.

  5. Confirm the request.

What happens next

  • The employee receives a new email with their link

  • If their current link is still valid, the email contains the same link; if it has expired, a new link valid for 60 days is created

  • Any work they already saved is still there

Note: Request Employee Signature only appears while the plan's status is Requested.


Reminding Staff to Submit

Requesting a Growth Plan already emails the employee their link, so there is no separate step to send the plan out. To nudge staff who haven't finished:

  • One employee: resend the request (see Resending a Growth Plan Request above).

  • Several employees at once (districts using Pathways): select Pathways in the main navigation, check the employees you want to remind, select Send Reminder, then Send Reminders.

Each selected employee receives a reminder email for every task still waiting on them, including Growth Plans to complete or update, observation and summative reflections, and self-evaluations. Employees with nothing outstanding don't receive an email. If a link has expired or is about to, the reminder includes a fresh one. Administrators can remind anyone; evaluators can remind the employees assigned to them.


Reviewing a Submitted Growth Plan

Once an employee completes and signs their Growth Plan, you review the submission and decide whether to approve or request edits.

Steps

  1. Open the employee's profile.

  2. Select the Professional Development Plan (PDP) tab.

  3. Locate the plan with Signed status.

  4. Click the plan to open the review window.

What you'll see

  • Selected focus components

  • Growth goals

  • Action steps

  • Student achievement goals and action steps (if completed)

  • Selected student achievement or success indicators (Idaho and Indiana districts)

  • Progress updates, once submitted


Requesting Edits to a Growth Plan

If revisions are needed, you can return the plan with specific feedback. Requesting edits is available only while the plan's status is Signed. To change a plan that is already Completed, see Reopening a Completed Growth Plan below.

Steps

  1. Open the Growth Plan review window.

  2. In Suggestions for edits, enter clear, actionable feedback.

  3. Select Request Edits in PDP (your district's short name for the plan appears in place of PDP).

  4. The review window closes and the plan's status changes to Requested.

What happens next

  • The employee receives an email with your feedback

  • They revise and resubmit the plan

  • The status returns to Signed for your review


Signing and Finalizing a Growth Plan

Finalizing a Growth Plan approves it and locks it. If changes are needed later, an administrator can reopen it (see Reopening a Completed Growth Plan).

Steps

  1. Review the plan one final time.

  2. Add your signature.

  3. Select Sign & Approve PDP (your district's short name for the plan appears in place of PDP).

After finalizing

  • Status updates to Completed

  • The employee receives a confirmation email

  • The plan becomes locked

  • You can begin requesting progress updates


Reopening a Completed Growth Plan

If a completed plan needs changes, an organization administrator or group admin can send it back to the employee. Don't delete the plan and request a new one — each employee has one plan per framework role per school year, and deleting a plan permanently removes its data.

Steps

  1. Navigate to the employee's profile.

  2. Select the Professional Development Plan (PDP) tab.

  3. Locate the plan with Completed status and open its action menu (⋮).

  4. Select Move Back to Requested and confirm.

  5. From the same menu, select Request Employee Signature to email the employee their link.

What happens next

  • The status returns to Requested

  • The employee edits and resubmits the plan

  • You review it and select Sign & Approve again

Note: Move Back to Requested only appears while the plan's status is Completed, and only for organization administrators and group admins. Moving a plan back doesn't email the employee on its own — use Request Employee Signature to send the link.


Requesting Progress Updates

Progress updates let you track development and gather evidence throughout the year.

Steps

  1. Navigate to the employee's profile.

  2. Select the Professional Development Plan (PDP) tab.

  3. Locate the completed Growth Plan.

  4. Select Request PDP Progress from the action menu.

What happens next

  • The employee receives an email to submit an update

  • They provide written reflections

  • They upload supporting artifacts (documents, files, evidence)


Reviewing Progress Updates

Once submitted, progress updates appear directly within the Growth Plan.

Steps

  1. Open the employee's Growth Plan.

  2. Scroll to the Progress Updates section.

What you'll see

  • Written progress reflections

  • Uploaded artifacts

  • AI-generated summaries of uploaded documents

  • Submission dates

You may request additional updates or proceed with documentation.


Downloading a Growth Plan as a PDF

Completed Growth Plans can be downloaded as PDFs for record-keeping or sharing. Download PDF only appears once a plan is Completed (including plans with progress or year-end updates); it isn't available for Requested or Signed plans.

Steps

  1. Open the employee's Professional Development Plan (PDP) tab.

  2. Locate the Growth Plan.

  3. Open the action menu.

  4. Select Download PDF.

This PDF includes

  • All Growth Plan sections

  • Employee and evaluator signatures

  • Finalization dates

  • Progress updates

  • References to uploaded artifacts

You can also select Download PDF at the top of the plan window.

Exporting many plans at once: administrators can use Bulk Print to export evaluation records for multiple staff members in one report.


Deleting a Growth Plan

Growth Plans created in error can be deleted before or after completion

Steps

  1. Navigate to the employee's profile.

  2. Open the Professional Development Plan (PDP) tab.

  3. Select the action menu next to the plan.

  4. Choose Delete and confirm.

Important: Deleting a Growth Plan is permanent and removes all associated data. Don't delete a signed or completed plan to make room for a new one — reopen it instead (see Reopening a Completed Growth Plan).


Customizing Growth Plan Settings

Administrators can customize Growth Plan behavior and naming.

Naming Conventions

  • Set short names (e.g., PDP, PGP)

  • Set long names (e.g., Professional Development Plan)

    These names appear throughout Ascend.

Anchor Date

  • Defines timeline calculations

  • Helps align Growth Plans with evaluation cycles

Access these settings via Settings → Ascend → General


Frequently Asked Questions

What if an employee's link expires?

Open the plan's action menu (⋮) and select Request Employee Signature. They'll get a new link valid for 60 days, and their saved work is kept. See Resending a Growth Plan Request.

Can employees save and return later?

Yes. Their form auto-saves and can be reopened using the same email link.

Can finalized plans be edited?

Yes, by reopening them. An organization administrator or group admin opens the completed plan's action menu (⋮) and selects Move Back to Requested; the employee can then edit and resubmit. Don't delete the plan to start over. See Reopening a Completed Growth Plan.

Can employees have multiple Growth Plans?

Yes — one per framework role per school year. An employee who holds two framework roles has a separate plan for each role, each built on that role's standards. The Request PDP button only appears when the employee has no plan for the selected role this year.

Do employees need an account?

No. Access is via the secure email link, or from Action Required in their Staff Portal.


Need More Help?

Contact your organization administrator or Lebra support for additional assistance.

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