Action planning becomes Behavior Change

In an upcoming release, action planning in LeaderFactor becomes the Behavior Change Center: one hub where learners choose specific behaviors, practice them over 30 days, and track follow-through week by week. This is a significant update, so this post covers whether your organization is affected, what changes for each role, and how the new center works.

Am I affected?

It depends on which LeaderFactor products your organization uses.

Not affected: nothing changes for you. Organizations using The 4 Stages of Psychological Safety™ legacy, EQindex® legacy, or Coaching & Accountability Matrix™ legacy programs, or a SCORM deployment, keep their current experience exactly as it is today: courses, plans, check-ins, and reports. There is nothing you or your learners need to do. Questions? Contact the LeaderFactor solutions team.

Affected from the release date. Organizations on current LeaderFactor product lines receive the update automatically. Here’s what changes, role by role.

What changes for administrators and facilitators

First, the timing: the update is scheduled for an open window when no facilitated workshops are running, so it will not land mid-session or between a session and its wrap-up.

• Course slides and facilitator notes are updated with the new terminology, and the refreshed decks go out with this release, so the slides and the platform change together. If you present the official decks, you’ll simply have the current materials the next time you present. Official decks stay maintained by LeaderFactor. If your organization created its own deck versions, you’ll be notified of each change and can adopt the updates without losing your customizations. See Present course materials.
• Structurally, only one lesson changes: the Action Plan Debrief becomes Commitment Prioritization. Instead of the “Schedule & Submit Action Plan” wrap-up, participants review the behaviors they flagged during the course and confirm up to three commitments to start practicing.
• The Coaching & Accountability Matrix™ course goes further than a deck update: a fully redesigned new version with its own certification is available. It isn’t enabled automatically for existing organizations. To move to it, contact the LeaderFactor solutions team at [email protected]. See The Coaching & Accountability Matrix™ course, updated.
• Everything else about running a workshop stays the same.

What changes for learners

• A new Behavior Change Center item appears in the navigation. No training needed.
• Courses now end with the Commitment Prioritization lesson described above.
• A simple weekly rhythm arrives with it: a Monday planning reminder and a Friday reflection reminder by email.
• Learners can now share their behavior change plan with managers and peers, always by name and at the level they choose.
• Existing action plans are not disrupted. Learners already checking in on action plans from the previous experience keep receiving the same emails and keep reporting there, exactly as they do today. Details below.

When a team member shares their plan at the manager level, the manager sees their active commitments and can leave encouragement. Once a week, the manager is also asked for a short private review of each shared commitment: did they observe the behavior, a 1 to 5 score, and an optional note. The review is never shown to the team member. It exists to give your organization an honest, independent signal on whether behavior is really changing. A Friday email reminds managers when a review is due.

Inside Behavior Change

The center replaces three separate pieces of the old experience (action plans written inside courses, habit tracking, and the behaviors summary on Home) with one place built around commitments: specific, doable behavior statements in the form “When X, I will Y.” Statements tied to a real moment in the day outperform vague goals, and people follow through best working on a few behaviors at a time for about 30 days. The center is that research, built into the product.

Commitments, not lists

Learners choose behaviors from LeaderFactor’s behavior library, from a course they’ve taken, or written in their own words with a little AI assistance to shape them into a “When X, I will Y” statement. Each one becomes a commitment.

Three at a time

At most three commitments are active at once. A slot meter shows where you stand, and everything else waits in the backlog until a slot opens. Fewer things, done consistently, beats a long list you never look at.

30-day cycles

Each active commitment runs for 30 days: long enough to make a behavior stick, short enough to stay focused. When a cycle ends, the learner gets a congratulations email with their check-in count and average score, and can extend the commitment for another 30 days as many times as they’d like.

Plan Monday, reflect Friday

Mondays, look at the week ahead and note where each commitment will matter. Fridays, look back, score yourself from 1 to 5, and jot down what you noticed. Email reminders arrive for both, and every learner controls them in their notification settings. Missing one isn’t punished. A Monday plan can be made up through Thursday, and a Friday reflection over the weekend.

Share your progress

Learners can share their center with specific people as peers or as their manager, who see active commitments and can cheer them on with congrats, nudges, and notes. Sharing is always by name, with no public links, and the learner can change it at any time.

Courses feed the center

Behaviors identified during a course are saved to the backlog as the learner goes, so the Commitment Prioritization lesson at the end is a real decision: pick up to three, leave the course with a plan already running.

What happens to existing action plans

They stay right where they are. Existing learner action-planning data remains in the previous system, and we are not performing a broad migration to the new one. Learners with action plans in flight keep receiving the same emails and can keep checking in through them without interruption. There is nothing for learners to do before or after the release.

One thing to know: courses now use the new experience, so previous action plans no longer appear inside a course enrollment’s action-planning pages. Check-ins continue by email as before. If a learner would like their previous plans moved into the Behavior Change Center, reach out to the LeaderFactor solutions team and we can migrate them individually.

Frequently asked questions

• Do learners need training on the new center? No. Each weekly check-in takes about five minutes. The LeaderFactor solutions team can also share a short walkthrough with your team.
• Will learners get more email? The rhythm is similar to today: Monday and Friday reminders, plus occasional notifications like a 30-day completion or a note from a teammate. Every learner controls their own notification settings from within the center.
• Can a learner work on more than three commitments? Not at the same time. The limit is deliberate and one of the most research-backed parts of the design. Additional commitments wait in the backlog; activating one when all three slots are full means pausing another first.
• Can managers see everything a learner does? No. Managers see only what a learner has shared, at the level the learner granted. Managers’ weekly reviews go the other direction. They’re private from the learner.
• Why isn’t my legacy The 4 Stages of Psychological Safety™, EQindex®, or Coaching & Accountability Matrix™ program, or my SCORM deployment, getting this? The Behavior Change Center is built into the platform experience of our newer product lines, and we’re keeping your current program stable rather than changing it mid-stream. If you’d like to explore what the current product lines could look like for your organization, the LeaderFactor solutions team can start that conversation.
• Is the Behavior Change Center an add-on? No. It’s included in existing subscriptions for the product lines that receive it.

Questions we haven’t covered? Reach out to the LeaderFactor solutions team.