Creating Your Action Plan

By asking for feedback, you make an implicit commitment to take action on your employees' feedback. Action Planning is the next step after you have reviewed your engagement insights and determined your priority focus areas for action.

 This article covers:

•  Create an Action
•  View your Action Plan
•  Edit Action Plan

Show that you take your employees’ feedback seriously by taking action to improve team engagement. By using the Action Planning feature, managers can easily create, view and track the actions they are taking to improve their team’s engagement.

Access your Action Planning feature through the left side menu labeled “Action Plan”.

Create an Action

After selecting a focus area, managers can start adding new actions to their action plan. There are two ways to do this:

1. Need ideas on what action to take? Learn from your Actions Coach. There you can find curated actions other companies have taken to address similar topics. Use the drown-down menu to filter by the driver that you’ve determined to be your focus area. From there, you can directly add actions to your Action Plan. Feel free to edit these suggested actions to fit your team’s specific needs.
2. If you already know what action you want to take, you can add a completely new action.

How to Add a New Action:

1. Click on the “+ Add Action” button at the top right
2. Give your action a Title
3. Provide a Description. This is particularly useful if you are adding an action for another manager/leader and will provide them with more context.
4. Select a related Driver
5. Select your Due Date (optional)
6. Select Segment(s) that the action relates to. See Pro Tip #1 below.
7. Use the Notes section to include additional details or instructions (optional).

If you are an HR leader and have access control to all or multiple segments, you would also able to create actions for other team managers/leaders.

View your Action Plan

Once you’ve added an Action, you will see it appear in your Action Plan. Your Action Plan is divided into three main sections: Past Due, Upcoming and No Due Date (date not set).

In addition, using the filter on the left side menu, you can filter you actions by focus area (aka Driver), Due Date, and State (whether an action is open, completed or archived).

 Edit an Existing Action

Circumstances change and sometimes actions need to be edited and updated to adapt to these changes. You can update your actions at any point in time by going to your Action Plan page and clicking on “Gears” icon in the top right corner of the action.

How to Add a New Action:

1. Head to the Action plan page.
2. Identify the action you want to mark as done.
3. Click the ‘Completed’ option in the drop-down menu after clicking on the “Gears” icon.
4. The action is now moved to the Completed

How to Archive an action:

You may decide that an action you previously added is no longer a priority action for your team; however, you may want to reconsider it at a later time. Instead of deleting the action, you can choose to archive it.

1. Head to the Action plan page.
2. Identify the action you want to archive.
3. Click the ‘Archive’ option in the drop-down menu after clicking on the “Gears” icon.
4. The action is now moved to the Archived
5. If later you want to reinstate an Archived action, click on the “Gears” icon and select ‘Reopen’.

How to Delete an action:

1. Head to the Action plan page.
2. Identify the action you want to delete.
3. Click the ‘Delete’ option in the drop-down menu after clicking on the “Gears” icon and confirm delete.