Individual Development Plans (IDPs)

An Individual Development Plan (IDP) is a collaborative effort between the mentor and mentee to define goals and monitor progress annually.  While the UCSF Faculty Mentoring program does not require the use of an IDP, it is highly recommended. An IDP is used to set goals specific to the individual mentee’s career trajectory, and can help identify obstacles to those goals.  IDPs typically cover the areas of Teaching, Clinical service, Research, and University/Public service, as they map onto the advancement requirements for the new/junior faculty member’s Series and Rank.  The IDP can be shared by mentee with relevant leadership (e.g. chair, site director) to confirm whether the selected activities and goals are appropriate and feasible.  Below, we provide links to different versions of IDPs, along with a brief description of each, so that each mentor/mentee pair can choose the version that is most helpful to them.

UCSF Department of Psychiatry IDP

IDPs at UCSF Academic Affairs website

At this page of the Academic Affairs website, there are numerous mentoring resources, including mentoring meeting checklists, and recent presentations on mentoring. Under Forms, there are two brief, user-friendly Individual Development Plans relevant to faculty at all levels in all series:

1) Academic Affairs IDP:  

  • Estimated time in various activities
  • Desired changes (5 questions: things you want to quit, things you want to refuse to do, things you want to continue, things you want to start, strategies for change)
  • Current/next year professional responsibilities
  • Goals and expected outcomes for next year and 3-5 years

2) Academy of Medical Educators IDP: 

  • Skills self-assessment
  • Career goals for next year and 3-5 years
  • Goals met in past year
  • Goals not met in past year and why
  • Estimated time in various activities
  • Goals for change in this distribution
  • Goals for further development in various skills areas


IDPs at the Clinical and Translational Sciences (CTSI) website

At the Clinical and Translational Sciences Institute website, materials for the mentor development course include Seminar 1, Mentoring meeting and individual development plan. This has links to several IDPs relevant to faculty in the research series:


This very detail research oriented IDP includes:

  • 5-year goals for leadership, research outcomes, research methods, each with 6-month objectives
  • Research projects in development
  • Current research projects
  • Estimated time in various activities and how this supports goals or not
  • Opportunities
  • Plans for overcoming challenges


2) K Scholar IDP:

This IDP helps research faculty with K awards review whether they are meeting milestones to become independently funded by the end of their K award or earlier, and make adjustments to their course if needed.


3) Pediatrics IDP:

This IDP for postdoctoral fellows includes:

  • Goals for current year, next year
  • Estimated versus ideal time in various activities
  • Barriers to reaching goals past year and actions planned to overcome them


4) Center for AIDS Research (CFAR) IDP:

This brief IPD has very general prompts but is relevant to both research and clinical faculty. It includes:

  • Sections on specific needs
  • Expected outcomes for the next year
  • Activities to learn needed skills
  • Challenges and ways to overcome them


5) Mentor Development Program IDP:

This is the Academic Affairs IDP without the 5 questions. Includes:

  • Estimated time in various activities
  • Current/next year professional responsibilities
  • Goals and expected outcomes for next year and 3-5 years.
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