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 the integrated action planning tool, which helps you quickly create relevant and effective action plans based on your team discussions about the survey results.  

This article walks through:

• Access the Action Planning Tool
• Create Your Action Plan

Access the Action Planning Tool

You can access the Action Planning tool directly from the Favorability Report.

Note: For self-service surveys, action planning must be enabled in the Survey Settings to make the Action Planning tool available.

1. Navigate to the Action Planning tool.

From the Actions page:

1. Click Create New Action Plan for the survey you want to create the action plan for or click Go to My Surveys List and then click View Reporting for the survey.

From the Program Builder:

1. Click the Ask icon (left menu) and select My Surveys.

2. Click the name of your survey.

2. In the side panel, click Favorability Report.

3. Click Take Action for the item or category you want to take action on. 

The 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 managed surveys only. For self-service surveys, clicking Take Action displays the Start/Edit Action Plan tab.

Create Your Action Plan

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. The bottom section provides a place to add notes and save the action plan.

1. 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-service surveys, you cannot select a different item.

2. 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-service surveys.

3. Add a second action step.

4. 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.

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

6. Click Accept.

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