Create an Action Plan

How to draft an Action Plan 📝

This section walks through how to draft an Action Plan from your homepage. To learn about other places in 15Five you can draft Action Plans from, refer to the FAQs at the bottom of this article.

1. Click Home in 15Five's main, left-hand navigation.
   
2. Use the top navigation to open the 'Action Plans' tab.
   
3. Click Draft Action Plan in the top, right-hand corner of the page.
   
4. The creation form will open on the right-hand side of the page. Fill out the following information:
   
   Target Group

   First, select a Target Group. This is the group of people you intend to impact with the Action Plan. Account admins can create Action Plans for any cohort within the organization, whereas Managers can create Action Plans for anyone in their hierarchy (e.g. their direct reports, their direct reports' direct reports, and so on).

   

   Click Add filters to refine the target group. Available filters are:

   • Groups: Target a specific group(s). Groups in this list are organized by Group Type.
   • People: Target specific individuals. All employees in your organization's 15Five instance will appear in this list.
   • Demographic Attributes: Target individuals who specific demographic attributes are applied to. Demographic attributes include Tenure, Age, Salary, Gender, Race, and Ethnicity. Learn how to enable and populate demographic attributes.
   • Outcome Segments: Target individuals who fall within a specific performance level (top, mid, bottom, or unmeasured). Please note that it's not possible to target individuals who fall within specific engagement levels to protect confidentiality.

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   Tip

   Let's say you want to create an Action Plan with a goal to drive the performance of people in Jane's hierarchy. You select Jane's hierarchy as the target group but don't want to include the top performers on Jane's team since the Action Plan won't be relevant to them. In this case, you can use the "Outcome Segments" filter to select all performance levels except top performers.

   Action Plan Name

   Provide a descriptive label for your action.

   
   
   

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   Note

   The name you select will be visible to anyone with access to the the HR Outcomes Dashboard in the "Action Plans" tab. After you launch the Action Plan, anyone who is assigned an action will also be able to see the Action Plan's name and description from their homepage.

   Action Plan Description

   Provide a brief overview of the purpose of the Action Plan.

   
   
   

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   Note

   As is the case with the Action Plan's name, this description will be visible to anyone with access to the the HR Outcomes Dashboard in the "Action Plans" tab. After you launch the Action Plan, anyone who is assigned an action will also be able to see the Action Plan's name and description from their homepage.

   Outcomes we plan to impact

   Select which outcomes the Action Plan is intended to impact: Engagement, Performance, and/or Turnover. Learn more about HR Outcomes.

   

   Metrics

   In the "Metrics" field, select the metrics you want to track in connection to the Action Plan. Once you launch your action, you'll have access to a dashboard containing selected metrics so you can easily measure progress.

   
   
   

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   Note

   For a list and descriptions of the metrics you can select for your action plan, check out this article.

5. When you're done, click Draft Action Plan.
   

What happens next? ➡️

After clicking Draft Action Plan, you will be directed to the Action Plan Overview page, where you can start adding actions. Actions are the specific tasks that drive the progress and success of the plan over time. For detailed steps on how to add actions, refer to our "Add actions to an Action Plan" article.