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🧑‍💼 HR & People Ops

Free Learning Path Self-Assessment Template

Employees rate where they actually stand on each step of their role's learning path, flag what to tackle next, and get an AI plan for the next two steps.

four stages per step
blocker fields
AI study plan
Live Preview

Quick answer

Teaching before you know where people stand wastes everyone — learners self-rate each step of the path with evidence examples, and the AI report turns blockers into the next two steps of a plan.

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About this template

A learning path nobody has located themselves on becomes a checklist someone else chases. Here the employee marks where they actually stand on each step — not started, learning, practicing, able to coach — names what blocks the next move, and the AI report turns those positions into a realistic next-two-steps plan instead of 'continue developing'.

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Template at a Glance

TemplateLearning Path Self-Check
CategoryHR & People Ops
FormatScored assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) for every response, plus the raw answers
Best forEmployees on a growth path · Mentors and managers · L&D teams
CostFree to copy and customize on FormLM
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Live Preview

Sample form and AI report preview (fillable once the app is published).

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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What's Included

Everything you need to run this template.

1

Stage ratings per step

Four honest stages, no vague percentage bars.

2

Evidence fields

What proves the stage they claimed.

3

Next-step picker

The learner chooses what to tackle next.

4

AI mini plan

Report proposes the next two steps and resources.

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How It Works

From copy to deliverable in four steps.

1

Use this template

Copy it and list your role's learning path steps.

2

Locate yourself

Rate each step: not started, learning, practicing, can coach.

3

Flag blockers

Time, priority or missing prerequisites — named per step.

4

Get the AI plan

The report proposes the next two steps with suggested resources.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Employees on a growth path

Know what to learn next without being told.

2

Mentors and managers

Support with the learner's own map, not guesses.

3

L&D teams

See where real cohorts stall and fix the path design.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Role and learning path name (fields)
  2. Stage on each path step (not started / learning / practicing / can coach)
  3. What proves your highest stage so far (open)
  4. The step you want to tackle next (choice)
  5. What is in the way? (time / priority / prerequisite / other)
  6. Learning formats that work for you (choice)
  7. What would you change about the path itself? (open)
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Frequently Asked Questions

Is this the same as a performance self-review?
No — a performance review looks back at last cycle's work results; this self-assessment looks forward at where you sit on the growth path and what to learn next.
What are the four stages?
Not started, learning, practicing, and able to coach — enough granularity to locate yourself honestly without needing a grading rubric.
How often should people re-run it?
Quarterly works for most roles — enough time for real movement between checks, and it syncs with planning cycles.
Can a mentor see the learner's answers?
Optional field — the respondent chooses whether to share results with a mentor or manager.
How does this pair with a job skills test?
Self-assessment shows where people believe they are; the skills test measures where they actually are. Side by side, they are the best input to a study plan.
Is it free to use?
Yes. Copy it into your FormLM workspace and paste in your role's learning path steps.
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Methods & terminology behind this template

Kirkpatrick model Training needs analysis (TNA) Rating rubric

Know exactly where you stand on the path

Copy it free and turn self-positioning into a concrete next-two-steps plan.