Create Your Insights & Action Strategy and Blueprint

Once you’ve defined your priorities, outcomes, and KPIs, you can begin building your Insights and Action Strategy – your blueprint for success. The Blueprint outlines how to translate your business and talent priorities to a comprehensive listening strategy designed to drive the business outcomes and impact your desire. It essentially serves as a roadmap for your listening strategy and partnership with Perceptyx.

This Blueprint helps you identify 1-2 important steps to take to help you advance along the Perceptyx Maturity Curve.

This article guides you in creating an Insights and Action Strategy aligned with your organization's maturity level and Key Business and Talent Goals. It further explains how to develop an Insights and Action Blueprint based on the defined goals and outcomes from your Strategy.

This article walks through:

• Prepare to Build Your Insights and Action Strategy 
• Build Your Insights and Action Strategy 
• Actions and Insights Strategy Blueprint Template

Prepare to Build Your Insights and Action Strategy 

Before building your Blueprint, complete the following actions.

1. Identify your Business and Talent Priorities.

2. Identify and quantify your Business Outcomes and Key Performance Indicators (KPIs).

3. Identify the timeframe for your listening or insights event(s).

4. Perceptyx product the listening or insights event is aligned to.

5. Complete your Maturity Assessment and identify opportunities.

We also encourage you to consider:

• How do you want to gather insights?

• How do you want to drive action?

• What themes, questions & nudges will you include?

• What behavior do you want to affect?

Build Your Insights and Action Strategy 

Once you’ve defined your goals and outcomes, and defined what actions need to be taken to be successful, you can translate those goals to a comprehensive employee experience listening strategy designed to drive organizational improvement and measurable business outcomes. This Blueprint outlines the programs, content, and campaigns to uncover insights and drive action. As you continue to design your programs (or partner with our Employee Transformation Experts to design your programs), you will continue to build out and refine your Blueprint.

1. For each priority, define the following:

   • Perceptyx Product
     What product(s) do you plan to employ for this priority?
     
     

   • Cadence / Timeframe
     When do you plan to activate this/these listening event(s)?
     
     

   • Outcome Measure
     How will you measure and quantify success?
     
     

   • Participants / Action Owner
     Who will participate and who will own this/these listening event(s)?
     
     

   • Desired Insights
     What insights are you looking to gather and act upon?
     
     

   • Post-Insights Plans
     What actions are planned to follow up your listening and analysis?
     
     

   • Integration of Business Data
     What business metrics do you plan to measure by?

Actions and Insights Strategy Blueprint Template

2. For each outcome define the:

   • Baseline: Where are you today?

   • Target: How will you know when you are successful (quantifiable)?

3. Based on your strategy details, build out your listening strategy calendar. 

Listening Event Calendar Template

Example Insights and Action Blueprint: