Professional Development Process

This article is to help marketers organize their professional development experiences in a structured manner.

Table Of Contents
User Process
Approval Process
Operations
Budget Review
Resources

User Process – (employee)  

• Familiarize yourself with the Professional Development Playbook and Professional Development Expense Report. Reach out to Katie or Nancy with any questions.
• Research relevant professional development conferences or trainings. See the master list Professional Development Opportunities found in Teams. For any questions or suggestions to this list, please reach out to Katie
• Discuss plans with your PC – must align with your ICDP (recommended during your review)
• Workfront Requests - Submit your conference or training request in Workfront by the second week of January (week after review)  

Approval Process – (Katie & Rob)

• Set budget for the year
• Review all issues (Conferences & Training report) prior to approval. Considerations are ICDP alignment, conference/training selection & budget. (Katie)
• Approve or deny issues – Tag Operations (Quelle) in the issue updates “Approved to Convert”  

Operations

• Convert issues to a project as approved
  •    Use Naming Convention: Prof Dev – 2024 Conference Name Your Name  
    •    Example: Prof Dev – 2024 Adobe Summit Biz Wallace
  •    Event date and task alignment:  
    •    Task - Attend professional development event: Make sure dates and number of days line up actual conference or training dates found in the project details.

User Process - (employee)  

• Start tasks in Workfront project (beginning with Task - Register and pay online for professional development event)

Operations - reporting needed

• Create a report for leadership to track projects for the year (share with Katie, Nancy, Rob and Ops team)
  • Include Budget and Actual expenses  

Budget Review – (Katie & Nancy)  

• Meet monthly to review Budget vs Actual expenses.
• Review WF report to monitor budget vs actual expenses documented
• Request Report from Finance T&E and Conference Attendance Report (Nancy)
• Compare to WF report actuals and review YTD spend.  

Resources:  

Professional Development Playbook  

Professional Development Expense Report

Request Queue: Conference or Training Request screenshot