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AI agent for executive coachs

Leadership Development Plan Update Agent

A living development plan with active actions for every goal

PlanningManagement
See how it worksGet access
Leadership Development Plan Update Agent: what goes in, what the agent does and what you get

What it does

A leadership development plan should change as the leader grows, but most are written once and left alone. After every third session, or when the role changes, this agent compares the plan's goals and actions with what happened: commitments kept, 360 results, sponsor feedback and changes in the role. A promotion changes the role, so goals are rechecked against the new one. It marks actions done, stuck or no longer relevant, and suggests new actions for stuck goals, such as a stretch assignment or a mentor. It checks every goal still has an active action with a date, and drafts one where it is missing. It drafts the updated plan. The coach agrees every change with the client.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Third session done or role change 2 USES A TOOL Read plan, notes, feedback and role 3 CHECKS THE RESULT Do the goals still fit the current role? If not: draft replacement goals for the new role. Backto step 2. 4 DOES Mark actions done, stuck or no longer relevant 5 DOES Suggest new actions for stuck goals 6 CHECKS THE RESULT Does every goal have an active dated action? If not: draft an action for the empty goal. Back to step5. 7 DOES Draft updated plan for the coach 8 YOU APPROVE Coach agrees changes with the client 9 RESULT Updated development plan
Read the steps as a list
  1. Third session done or role change
  2. Read plan, notes, feedback and role
  3. Do the goals still fit the current role?If not: draft replacement goals for the new role. Back to step 2.
  4. Mark actions done, stuck or no longer relevant
  5. Suggest new actions for stuck goals
  6. Does every goal have an active dated action?If not: draft an action for the empty goal. Back to step 5.
  7. Draft updated plan for the coach
  8. Coach agrees changes with the clientThe agent waits here for your OK.
  9. Updated development plan

How it decides

It marks actions stuck when overdue with no progress, and requires one active dated action per goal.

  • Overdue with no progress is stuck
  • Role change triggers goal check
  • One active action per goal at least

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Update frequency
  • Action types suggested
  • Plan format

What keeps you in control

It always asks you first

  • Changing the plan

Hard limits

  • Never shares the plan with sponsors without consent

It stops when

  • Done: plan updated
  • Stop: engagement ends

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA client was promoted to run two departments. The agent found the goal about running team meetings no longer fit and drafted one on leading through other managers. The action check failed because the new goal had no dated action, so it drafted a monthly skip-level review starting 1 March. A stuck public speaking action got a town hall slot. The coach agreed both with the client.

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