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 Your Action Plan via Act
  • AI-Assisted Action Plan
  • Standard Action Plan
• Create Your Action Plan via Advanced Reporting

Access Action Planning Resources

Your organization’s action planning configuration determines how and where you access action planning resources:

• Action Planning Via Act:

You can initiate the action planning experience from Act, from your reporting dashboard, or from reminders in the flow of work. You can leverage AI-assisted action planning and Intelligent Nudges (if purchased) and other features available in the Act experience. 

• Action Planning via Advanced Reporting:

You access action planning features from the Advanced Reporting Dashboard. 

These options are mutually exclusive for any given event. 

Action Planning Via Act 

You can start the action planning process from different places (for example, the Act page, an intelligent action planning invite, within a self-led 360 report, or via the Manage Action Plans option in Advanced Reporting). Regardless of where you begin, you’re leveraging the Act experience for creating action plans. The Act page provides a central location for action planning activities. 

Note: For self-led events, action planning must be enabled in the event settings to make the action planning resources available.

1. Log in to the Perceptyx Platform.

2. In the navigation bar, click Act.

The Act page appears.

The Action Feed section displays automated reminders and Intelligent Nudges to help you keep your active action plans on track and provide one-click access to make changes if needed (e.g., other action steps may be more appropriate or follow-up dates should change).

Note: Intelligent Nudges are available only with the purchase of Activate or Grow. Without Activate or Grow, only the automated action plan reminders display in the Action Feed. For more information, see the Activate Overview article and the Grow Overview article.

The Active Action Plans section helps you track action plan progress by displaying cards for all your active action plans that show how many commitments have been completed and provide quick access to make updates. Click View Details for any action plan to make edits, update notes, or mark commitments as done. 

The cards also display the number of Intelligent Nudges received for each action plan. If nudges have been received for an action plan, they also display when you click View Details.

Note: Without Activate or Grow, no nudges are sent for action plans.

Action Planning Via Advanced Reporting 

With this configuration, you access all action planning features within the reporting site for the listening event. You use the Analyze platform page to access the Advanced Reporting Dashboard, where you can create an action plan from the dashboard or the Favorability Report. You can also access a limited version of the Act page which displays a simple list of your action plans across listening events.

1. Log in to the Perceptyx 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, click Actions, and then click View Report or Live Report, as applicable.

The Advanced Reporting Dashboard appears.

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

Create Your Action Plan via Act

If your company is using Activate or Grow, you can use 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 access becomes available, you are invited into a streamlined experience focused on the most actionable items from that event. These items are recommended using our “most actionable items” algorithm, which uses the following variables to determine its recommendations. 

• Drivers of Engagement 

• Bottom 5 Favorability

• Significant Trend Down

• Bottom 5 Below Comparison Group

• Bottom 5 Below Global Benchmark

When you start to create a new action plan, the Perceptyx AI engine recommends the survey items 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.

If your company is not using Activate or Grow, you can use our intuitive standard action planning workflow to create effective action plans.

AI-Assisted Action Plan

After reporting becomes available for a new listening event, a prompt appears in your Action Feed to help you start the process of creating an Intelligent Action Plan.

Note: Depending on your company’s configuration choices, you may also receive a prompt to start and customize your action plan via email, Teams, or Slack. Once you create an action plan, the prompt no longer appears on the Act page. If you don’t see the prompt, you can start an action plan by clicking Create Action Plan in the top right of the Act page.

Upon clicking Start Action Plan, the Perceptyx AI Engine recommends the survey items that are most likely to drive impact, based on the most recent listening data available for you and your team. 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 their 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.

1. Navigate to the Act page.

2. In the Action Feed prompt, click Start Action Plan.

AI-recommended items appear.

Note: You can also click View All Survey Items to see all available items or View Full Survey Results, if preferred. 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 and then click Start Action Plan.

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

4. If you want to add Commitments, type your content 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 Finish.

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 using the prompt in the Action Feed, the prompt does not display again. You can create additional plans by clicking Create Action Plan at the top right of the Act page. The process is the same as when you start from the prompt (i.e., you see AI-recommended items, the AI engine creates the action plan for you, and you can optionally add more commitments and follow-up dates). 

Note: To create an AI-assisted action plan for a self-led 360 event, access the report and click Create Action Plan in the top left of the report screen. This initiates the same workflow described above. You can view the action plan from the report (via the View Action Plans option) or in the Act page.

Standard Action Plan

Without Activate or Grow you can still easily create targeted action plans using a very similar workflow. 

1. Navigate to the Act page.

2. Click Create Action Plan (top right).

A list of available events appears.

3. Click the event you want to work with and then click Next.

A list of items from the event appears. The items display in ascending order by favorability score. 

4. If you want to see more items, click + View More.

5. Select the checkbox for each item you want to work on and then click Start Action Plan.

The action plan workflow opens.

6. Click Suggestions above the Commitment #1 box.

A list of suggested commitments geared toward the item you are working on appears.

7. Click a suggestion and then click Autofill Suggestion to add the information to the Commitment #1 box.

Note: You can also type your own commitment in the box.

8. Optionally repeat the process for Commitment #2.

Note: If you want additional guidance, you can click View Additional Resources to display additional information and questions for you to consider when creating commitments.

9. Optionally add notes by typing them in the Additional Notes box.

10. Select one or more follow-up dates.

    1. Click the first date box and then click a date from the pop-up calendar.

    2. Repeat for the second and third dates, if desired.

11. Click Finish.

Note: If you selected more than one item for action planning, click Create Action Plan to complete the first action and display the workflow for the next one.

Your newly created action plan(s) displays in the Active Action Plans section of the Act page.

Create Your Action Plan via Advanced Reporting

With this configuration, you create an action plan from the Advanced Reporting dashboard or the Favorability Report. When you click Take Action for an item, the integrated Action Planning tool opens and displays the Actionable Insights tab.

The Actionable Insights tab provides questions to consider, possible action steps, and links to available resources (articles) - all geared specifically toward the item you selected for action planning.

Note: The Actionable Insights tab is available for Perceptyx-led events only. For self-led events, clicking Take Action displays the Start/Edit Action Plan tab.

You use the Start/Edit Action Plan tab to create your action plan.

The top section of the tab reflects the three steps in the Perceptyx action planning approach (Identify one issue for action planning, plan two actions to address the issue, and talk about it with the team three times). The bottom section provides a place to add notes and save the action plan.

1. Navigate to the Analyze page.

2. Find the event for which you will create your action plan, click Actions, then select View Report.

The Advanced Reporting Dashboard appears.

3. In the left navigation panel, click Favorability Report.

The Favorability Report opens.

4. Click Take Action next to the item for which you want to create the action plan.

The Action Planning tool opens and displays the Actionable Insights tab.

5. Click Start/Edit Action Plan.

The Start/Edit Action Plan tab appears. The item you chose for the action plan automatically displays in the step 1 section dropdown. You can click the dropdown and select a different item.

Note: For self-led events, you cannot select a different item.

6. In the step 2 section, click a text box and type an action step or click Suggestions and select from a list of suggested action steps designed specifically for the item you are working on (by clicking ADD).

Note: The Suggestions button is not available for self-led events.

7. Add a second action step.

8. In the step 3 section, click the calendar icon for each date and click a date for discussion/review of the action plan. 

Note: You can also click a date field and type a date.

9. If you want to add notes, click the text box at the bottom of the tab and type your notes. 

10. Click Accept.

The action plan is completed and you are returned to the Favorability Report.