Create an Action Plan

Action planning is a collaborative process – everyone on your team should be involved in co-creating the desired employee experience or the path to meeting a team/company goal. As a leader or manager you have access to integrated action planning resources to help you quickly create relevant and effective action plans based on the listening event results. 

If your company has purchased Activate or Grow, you can use AI-assisted action planning to confidently target the items that will have the greatest impact. 

This article walks through:

• Access Action Planning Resources
• Create a Standard Action Plan (Without AI Assistance)
• Create an AI-Assisted Action Plan (Activate/Grow Purchased)
• Create an AI-Assisted Action Plan for a Self-Led 360 Event (Grow Purchased)
• Create an Action Plan for Another Person
• Delete an Action Plan

Access Action Planning Resources

The Perceptyx Insights Platform provides flexibility for where you can begin your action planning process. Each entry point provides guided steps for creating action plans. Our best practice recommendations are as follows:

• Standard Acton Planning (Activate/Grow not Purchased): Start from your event report. 

• AI-Assisted Action Planning with Intelligent Nudges (Activate/Grow Purchased): Start from an action planning invitation on the Act page or sent in your flow of work (email, Teams, or Slack). Clicking the prompt in the invitation displays items recommended by our AI Engine. You can also start from your event report.

Create a Standard Action Plan (Without AI Assistance)

With standard action planning, we recommend starting the process directly from your event results, where you can choose item(s) for which you want to create an action plan. You can access the Advanced Reporting site, where you can create an action plan from the dashboard (if configured) or the Favorability Report (Point-In-Time or Lifecycle events) or Detailed Scores Report (360 feedback event). You can also start the action planning process from the Act page.

Start from Your Event Results (Best Practice)

1. Log in to the People Insights Platform.

2. In the navigation bar, click Analyze.

The Analyze page appears.

3. In the All Reports section, find the event on which you want to action plan.

4. If you have more than one user role, click Role, then select the role you want to use to access the results.

5. Click Actions, and then select View Report or Live Report, as applicable.

The Advanced Reporting site opens to the configured default location (typically the Advanced Reporting Dashboard, the Favorability Report, or the Detailed Scores Report).

Depending on your configuration, the dashboard may display a widget with which you can select an item and create an action plan.

Sample Dashboard for Point-In-Time Event

Sample Dashboard for Perceptyx-Led 360 Event

In the Favorability Report or the Detailed Scores Report, a Take Action button displays next to items that are available for action planning. 

Note: The widgets and available reports that appear on your dashboard may be different from those described or shown above.

6. On the dashboard or report, identify the item you want to work with, then start the action planning process:

From the dashboard widget:

1. Point-In-Time or Lifecycle:

   1. Display the Recommended Action Items dropdown, then select the item you want to create an action plan for.

   2. Click Take Action.

2. Perceptyx-led 360:

   1. In the Recommended Action Items section, click Take Action for the item you want to create an action plan for.

From the Favorability Report or Detailed Scores Report:

1. Find the item for which you want to create an action plan, then click Take Action.

An action plan workflow opens where you can add commitments, notes, and follow-up dates.

7. To add Commitments, type the actions you will take in one or both Commitment text boxes or click Suggestions and select from a list of suggested action steps designed specifically for the item you are working on.

8. To add notes, click in the text box to enter any additional notes. 

9. To add follow-up dates, click the calendar icon for each follow up and then click a date.

10. Click Create Action Plan.

A confirmation message appears, indicating the action plan is created. 

11. If you want to create another action plan, click Back to Report and repeat the process.

12. If you are done, you can click View Action Plans to view all your action plans in the Act dashboard.

Start from the Act Page

When you start the standard action planning process from the Act page, you are prompted to select a listening event, which takes you into Advanced Reporting for the event. From there, you can choose to take action on items in the dashboard (if configured), or the Favorability Report (Point-In-Time or Lifecycle events), or the Detailed Scores Report (360 feedback event).

1. Log in to the People Insights Platform.

2. In the navigation bar, click Act.

The Act page appears.

3. Click Create Action Plan (top right).

The Create Action Plan dialog box appears.

4. If you have multiple user roles for the event you want to work with, click the Role dropdown, then select the role you want to use.

5. Click View Report & Take Action for the event you want to work with.

The results for the event display in Advanced Reporting.

6. On the dashboard or report, identify the item you want to work with, then click Create Action Plan or Take Action, as appropriate.

An action plan workflow opens where you can add commitments, notes, and follow-up dates.

7. To add Commitments, type the actions you will take in one or both Commitment text boxes or click Suggestions and select from a list of suggested action steps designed specifically for the item you are working on.

8. To add notes, click in the text box to enter any additional notes. 

9. To add follow-up dates, click the calendar icon for each follow up and then click a date.

10. Click Create Action Plan.

A confirmation message appears, indicating the action plan is created. 

11. If you want to create another action plan, click Back to Report and repeat the process.

12. If you are done, you can click View Action Plans to view all your action plans in the Act dashboard.

Create an AI-Assisted Action Plan (Activate/Grow Purchased)

If your company has purchased Activate or Grow, you can take advantage of AI-assisted action planning, which takes the insights generated across listening programs and proactively identifies the top areas you should focus on and suggests an action plan to address those items. 

Following a listening event, when reporting becomes available, you are invited to the AI-assisted action planning process through a prompt on the Act page or (depending on configuration options) an invitation sent in your flow of work (email, Teams, or Slack). 

Clicking Start Action Plan in any of the invitations displays items recommended by our AI Engine that are most likely to drive impact at that point in time, based on the most recent listening data available for you and your team. You can select a recommended item and start an action plan or choose to view other items in Advanced Reporting.

After choosing the item(s) to work with, Activate or Grow creates the action plan and provides the opportunity to optionally add up to two commitments, write notes, and choose up to three follow-up dates for the commitments. Once the plan is created the AI Engine will automatically begin sending nudges to you and your team to help you take action on these items. 

Note: If your company sets an action planning window and you don’t create any action plans during that time, the Perceptyx AI Engine creates action plans for the top recommended survey items and begins sending nudges. You can still create your own action plans as needed.

1. Navigate to the Act page (or to an action planning invitation received via email, Teams, or Slack).

2. In the Action Feed prompt or in flow of work invitations, click Start Action Plan.

AI-recommended items appear.

Note: Just below each recommended item, you can click + View Details to view additional information. If you don’t want to use the recommended items, you can click Select Different Items to access the Advanced Reporting site, where you can select other items for action planning using the standard action planning workflow. Be aware that some items, such as the engagement items, are not typically available for action planning because they are considered to be outcomes rather than actionable items. However, focusing on engagement drivers, bottom 5 items, or items trending downward can help improve the engagement outcome.

3. Click an item to work with, then click Start Action Plan.

A workflow opens where you can optionally add commitments, notes, and follow-up dates. 

4. If you want to add Commitments, type the actions you will take in a Commitment text box or click Suggestions and select from a list of suggested action steps designed specifically for the item you are working on.

5. If you want to add notes, click in the text box to enter any additional notes. 

6. If you want to add follow-up dates, click the calendar icon for each follow up and then click a date.

7. Click Create Action Plan.

The action plan is created and displays in the Active Action Plans section of the Act page. The AI Engine will automatically generate nudges for you alone (360 events) and/or your team (Point-In-Time events) to help you move forward to successfully complete the plan.

Note: After you create an action plan, the Action Feed prompt does not display again. You can create additional plans by clicking Create Action Plan at the top right of the Act page. This process prompts you to select your listening event and then displays the results in Advanced Reporting. From here, you can create an action plan from the dashboard or default report. 

Additional Assistance Using AI Coach

If your company has enabled AI Coach for you, the action plan workflow includes an option to initiate a chat with AI Coach to help you create the most effective action plan.

Clicking Start Chat opens a chat session in which AI Coach is ready to help you create an action plan for the item you’ve selected. 

Note: For privacy reasons, AI Coach does not connect directly to your listening data, but it’s fully equipped to help you create effective action plans. With insights from 2,500 science-backed nudges, it delivers proven, actionable guidance to inspire lasting, positive change. 

For more information and step-by-step instructions, see the Use AI Coach article.

Create an AI-Assisted Action Plan for a Self-Led 360 Event (Grow Purchased)

The process to create an AI-assisted action plan for a self-led 360 event is slightly different than the process for other event types. For self-led 360 events, you create action plans directly from the participant report.

Once you are report eligible and the event has closed, you have a 30-day window to start the action planning process. After 30 days, if you have not created any action plans, the platform will automatically create an action plan for you and you will begin receiving Intelligent Nudges to help you take action on your 360 feedback. You can still create your own action plans at any time.

1. Log in to the People Insights Platform.

2. In the navigation bar, click Analyze.

The Analyze page appears.

3. In the Report Eligible section, click View Report for your event.

Your results appear.

An “R” displays in front of items that are recommended for action planning.

4. Click AI Assisted Action Planning (top right).

A welcome modal appears to provide you an overview of the process and items to consider when creating your action plan.

Note: After you create your first AI-assisted action plan, or if the system creates an action plan for you, the AI Assisted Action Planning option will appear as Create Action Plan.

5. Click Next if you want to view the steps in the modal.

6. Click Skip, Start Your Action Plan to start your action plan.

AI-recommended items for action planning appear.

7. Click the item you want to work with, then click Start Action Plan.

Note: If you want to see other items, you can click View All Survey Items below the recommended items to view a list of all items under each competency. 

The AI-assisted workflow opens.

8. If you want to add Commitments, type the actions you will take in a Commitment text box.

9. If you want to add notes, click in the text box to enter any additional notes. 

10. If you want to add follow-up dates, click the calendar icon for each follow up and then click a date.

11. Click Create Action Plan (bottom right).

A message displays, indicating you have successfully created the action plan.

12. If you want to create another action plan, click Back to Report and repeat the process.

13. If you are done, you can click View Action Plans to view all your action plans in the Act dashboard.

Additional Assistance Using AI Coach

If your company has enabled AI Coach for you, the action plan workflow includes an option to initiate a chat with AI Coach to help you create the most effective action plan.

Clicking Start Chat opens a chat session in which AI Coach is ready to help you create an action plan for the item you’ve selected. 

Note: For privacy reasons, AI Coach does not connect directly to your listening data, but it’s fully equipped to help you create effective action plans. With insights from 2,500 science-backed nudges, it delivers proven, actionable guidance to inspire lasting, positive change. 

For more information and step-by-step instructions for using AI Coach, see the Use AI Coach article.

Create an Action Plan for Another Person

If you are an HRBP or other user with appropriate permissions, you can use the Shadow User feature in Advanced Reporting to create action plans on behalf of leaders you support. When you shadow a user, you see what they would see if they were to log in to their account. 

Note: When shadowing to create an action plan, you cannot navigate to any other areas of the platform.

Depending on your configuration and subscriptions, you can create action plans from:

• A dashboard widget

• The Favorability Report (Point-In-Time or Lifecycle events)

• The Detailed Scores Report (360 feedback events)

Once you shadow into a user’s account, the process for creating an action plan is the same as it is for creating one for yourself. 

1. Navigate to the Analyze page.

2. In the All Reports section, find the event on which you want to action plan.

3. If you have more than one user role, click Role, then select the role you want to use to access the results.

4. Click Actions, and then select View Report or Live Report, as applicable.

The Advanced Reporting view opens to the configured default location (the Advanced Reporting Dashboard, the Favorability Report, or the Detailed Scores Report).

5. In the left navigation panel, click Functions, then select Shadow User.

The Shadow User screen appears.

You can scroll through the list of usernames or use the Search box to find a specific user.

6. Click Shadow for the user you want to shadow.

The user's Advanced Reporting results appear. A banner at the top of the screen indicates that you are in Shadow mode, as shown in the following example.

7. Create an action plan from the applicable report or widget. Follow the same steps as if you were creating a plan for yourself. Refer to the earlier sections of this article for instructions based on the action plan type (standard, AI-assisted, or AI-assisted for self-led 360).

8. When you are finished, click Go Back to Your Account in the banner at the top of the screen.

The shadow session ends and you are returned to Advanced Reporting for your own account.

Delete an Action Plan

If you change your mind about an action plan or create one accidentally, you can easily delete it.

1. Log in to the People Insights Platform.

2. Navigate to the Act page.

3. In the Active Action Plans section, find the card for the action plan you want to delete and then click View Details.

The action plan details appear.

4. Click Delete (top right).

A confirmation message appears.

5. Click Delete.

The action plan is deleted.