Engagement surveys provide valuable insights into what drives employee satisfaction, performance, and retention within your organization. But the real value lies in what you do next: taking action. Action Plans help you transform data into meaningful improvements by addressing key areas of opportunity identified in your survey results. In this article, you'll learn how to create targeted Action Plans based on engagement survey results.
In this article, you will learn...
- How to access engagement survey results 🧑💻
- How to create an Action Plan 🌟
- Frequently Asked Questions (FAQs)❓
Access and availability
⛔️ Required access to Engagement or the HR Outcomes Dashboard.
👥 This article is relevant to Account admins (can create Action Plans for anyone in the organization) and Managers (can create Action Plans for anyone in their hierarchy).
📦 This feature is available in the Engage and Total Platform pricing package.
How to access engagement survey results 🧑💻
Use the steps below to access engagement survey results. Account admins can view results for the entire company, while managers can view results for groups they're assigned results access for.
- Click Outcomes Dashboard in 15Five's main, left-hand navigation.
- Click 🔍 Explore latest campaign at the bottom of the Engagement Scorecard.
- The results from your most recent engagement campaign appear by default. To view a different campaign, click the campaign name at the top and select your desired campaign from the dropdown menu.
Tip
Check out our "Analyze engagement campaign results using the HR Outcomes Dashboard" article to learn how to use Engagement reporting.
- Click on Engagement in 15Five's main, left-hand navigation.
- Click View results to the right of the campaign you want to view results for.
- You're now on the "Campaign summary" page. To view a different campaign, click the campaign name at the top and select your desired campaign from the dropdown menu.
Tip
Check out our "Analyze engagement results as a Limited Access Leader" article to learn how to use Engagement reporting.
How to create an Action Plan
- Open the "Statements" tab of engagement reporting.
- Here, you can access the statement heatmap, which shows you which survey statements had the biggest impact on your team's engagement, visualized by colors. Cells colored red indicate statements with negative impacts on engagement, that is, areas to improve. The darker a cell, the more it impacts engagement.
Note
The numbers contained in these cells are called Predictive Impact Scores. These scores quantify how much a survey statement influences an employee group’s overall engagement score, generated by 15Five's AI-powered Predictive Impact Model.
- Use the "Pin statements" filter in the top, right-hand corner of the table to see high-impact statements.
Tip
For the purposes of creating an Action Plan, it's helpful to select the "Top 5 negative impact" option, which displays the five statements with the most negative Predictive Impact Scores. These are the areas where low responses are detracting the most from engagement.
- Click on a cell in the heatmap to open the co-planner in your side panel, which will guide you through drafting an Action Plan. Then, click Draft action plan at the bottom of the co-planner.
- Follow the steps in the co-plannner. Once you've provided required information, click Yes, draft with recommended actions. These actions are meant as a starting point. You can add, delete, and edit actions before launching your plan.
- Check out our "Add actions to an Action Plan" article for next steps.
The "Recommended areas for action" section in the Summary tab contains recommendations for Action Plans you can launch to drive meaningful improvements in engagement. To learn about how these recommendations are generated, please refer to the FAQs at the bottom of this article.
- Use the filters at the top of the page to view engagement results for specific employee groups or cohorts. Learn more about filtering options.
Note
Account admins can filter by all groups. Managers can only filter by groups they're assigned results access for.
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Scroll to the Recommended areas for action section at the bottom of the page. This section highlights targeted actions, based on key insights from the campaign, that you can use to drive engagement. They are tailored to the specific group or segment being analyzed, ensuring actions are relevant and impactful for that team or department.
- Each recommendation contains the predictive impact score, which indicates how much impact the Action Plan can have on overall engagement, target audience, and engagement driver(s) the plan will influence.
- Click Draft Action Plan.
- 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: the cohort you intend to impact with the Action Plan. This field will default to match selected filters, but you can change it if desired.
Click Add filters to select the exact cohort you want to target. 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 hierarchy 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).
Action Plan Name & DescriptionProvide a name and description for your Action Plan. The name you select will be visible to all account admins and owners of actions included in the plan.
Outcomes you Plan to ImpactSelect which outcomes the Action Plan is intended to impact: Engagement, Performance, and/or Turnover. Learn more about HR Outcomes.
MetricsIn 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.
Note
For a list and descriptions of the metrics you can select for your Action Plan, check out this article.
- When you're done, click Draft Action Plan.
- Check out our "Add actions to an Action Plan" article for next steps.
Frequently Asked Questions (FAQs) ❓
An Action Plan in 15Five is a structured framework that helps managers and HR leaders address specific engagement challenges identified in survey results. It involves setting clear goals, defining actions, assigning responsibilities, and tracking progress to improve employee engagement.
Help Center article 💡: Action Plans: Tool Overview
Managers and account admins can create Action Plans. Managers can create plans specific to their teams, while admins can create and oversee plans across the entire organization.
Yes, Action Plans can be tailored for specific teams or groups. Use filters at the top of Engagement reporting to focus on a particular group’s data and identify high-impact areas to address in the plan.
Help Center article 💡: Filtering options on the HR Outcomes Dashboard
Use insights from the "Recommended areas for action" section of the Summary tab in Engagement reporting. Alternatively, you can use the "Statements" tab of results to see which areas will have the greatest effect on engagement. Focus on drivers or statements with low percentiles and high potential for improvement.
Help Center article 💡: Analyze engagement campaign results using the HR Outcomes Dashboard
Recommended areas for action are generated using 15Five's Predictive Impact Model, which uses sophisticated machine learning to predict, with high confidence, exactly how much impact an action will have on engagement. By pinpointing which actions will yield the most significant results, you're empowered to strategically boost engagement by launching Action Plans that deliver measurable, targeted results.
Action Plans include built-in progress tracking tools in 15Five. You can update the status of each action item, monitor related engagement metrics, and regularly review outcomes to measure the plan's impact over time.
Help Center article 💡: Track the progress of an Action Plan
Yes, you can assign specific tasks within an Action Plan to different individuals. Collaboration ensures shared accountability and allows team members to take ownership of various actions.
Help Center article 💡: Add actions to an Action Plan
Use the "Statements" tab of Engagement reporting to hone in on statements and engagement drivers with the highest negative Predictive Impact Scores first, as these are pulling down engagement the most. Addressing these areas will likely yield the greatest improvement in overall engagement scores.
Help Center article 💡: Analyze engagement campaign results using the HR Outcomes Dashboard
Reassess the plan by reviewing updated engagement data, employee feedback, and the effectiveness of the actions taken. Adjust the plan to address new or overlooked areas and consider engaging employees in discussions about what changes they would find most meaningful.