Action Plans in 15Five help HR teams organize and track efforts to improve employee engagement, performance, and retention. Once you've created an Action Plan and added actions, it's time to launch it. In this article, we'll walk through the steps to launch an Action Plan and explain what happens after it’s live. Once you launch an Action Plan, action owners will receive a launch email, and their tasks will appear on their homepage. You can easily revisit any launched Action Plan to make updates, add participants, or adjust deadlines as needed
In this article, you will learn...
Access and availability
⛔️ Required access to HR Outcomes Dashboard.
👥 This article is relevant to roles and individuals assigned access to the Outcomes Dashboard and MEI.
📦 This feature is available in the Total Platform pricing package.
How to launch an Action Plan 🚀
- Click Outcomes Dashboard in 15Five's main, left-hand navigation.
- Open the Action Plans tab.
- Scroll to the "Drafted plans" section at the bottom of the page and click on the name of the Action Plan you want to launch.
- Ensure that you've customized the launch email that will go out to individuals who are assigned actions as part of the Action Plan.
- When you're ready, click the Drafted field at the top, right-hand corner of the Action Plan Overview page and select In progress from the dropdown menu.
- You'll see a popup. Click Confirm.
- The overview page will display a banner noting that it's in progress.
- It will also appear in the "Action Plans" tab under "In progress plans."
What happens next? ➡️
Upon launching an Action Plan, individuals who are assigned actions will receive a launch email and see assigned actions on their homepage on the respective action's start date.
The launch email will contain the custom subject line and message you selected. Here's an example:
Assigned actions will appear at the top of the page in the Action Plan Status Table section. Up to 4 actions will be displayed, ordered by number of days until the action is due, and if a singular action has more than one impacted person (i.e. multiple direct reports), these actions will be grouped together and displayed as one tile. Clicking on an action will open a side-drawer that lists out the different actions for each impacted person.
Assigned actions will appear on action owner homepages on their respective start dates:
Action owners can see Action Plan details alongside all assigned actions assigned to them by clicking on the Action Plan's name from within the assigned action:
As assignees complete their assigned actions, they will mark them as "Complete" from their homepage.
As the Action Plan progresses, you can monitor progress and send nudges to action owners from the Action Plan's overview page, ensuring accountability and measurable progress.
Related resources 📖
- Help Center article 💡: Create an Action Plan
- Video 🎥: How to use the HR Outcomes Dashboard