This article shows you how to create a Manager Effectiveness Action Plan using the Manager Summary Report in the HR Outcomes Dashboard. These plans are built from AI-powered insights provided by Kona and are tailored to each managerās greatest growth opportunities. Each plan focuses on specific leadership behaviors and includes targeted actionsālike coaching, content, and in-the-moment supportāthat help HR Teams deliver the right development at the right time.
In this article, you will learn...
- How to Create a Manager Effectiveness Action Plan š
- What Happens Next? ā”ļø
- Frequently Asked Questions (FAQs) ā
Access and availability
āļø Required access to Kona and the HR Outcomes Dashboard.
š„ This article is relevant to HR Admins.
š¦ Kona is available as an add-on for companies on our Total Platform pricing package.
Create a Manager Effectiveness Action Plan š
- ClickĀ Outcomes DashboardĀ in 15Five's main, left-hand navigation.
- Open the "Manager Effectiveness" tab at the top of the page.
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You're now in the Manager Summary Report.
- Use the Show managers that... filter at the top of the page to narrow your focus on managers who meet specific criteria.
Tip
Filtering helps you prioritize and create more targeted Action Plans based on the specific needs of different manager groups. We recommend beginning with "high urgency" managers.
- In the Managers Table, use the checkboxes to the left of each managerās name to select the managers you want to include in the Action Plan. You can also use the checkbox in the table header to select all managers.
- After selecting the managers, click the Draft Action PlanĀ button in the top, right-hand corner of the table to open the "Draft an Action Plan" modal.
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What do you want to improve? Begin by selecting the outcome you want to impact with your Action Plan.
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Recommended actions. This section contains the recommended focus areas for the managers you selected to participate in the Action Plan. Use the arrow to the right of a focus area to view which managers are assigned to it and see 15Five's recommended recipe of actions to take for managers in that focus area (including Kona, Coaching, and Content).
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[Optional] Adjust focus areas. Focus areas are automatically assigned to each manager based on AI insights from Kona. If youād like to make changes, click the pencil icon next to āFocus areasā at the top of the modal. Then, click on the managerās name to edit their assigned focus area.
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[Optional] Assign AI Coach. Use this section to assign Konaā15Five's AI Coachāto managers who havenāt been assigned yet. You can either assign Kona to all managers in the plan or choose specific individuals.
- When you're done, clickĀ Save Plan and Preview.
Note
Clicking this button will not launch the Action Plan. Youāll be taken to a preview page where you can review all assigned actions, make any changes, and collaborate with others before officially launching the plan.
- Youāll be redirected to the Action Plan overview page, where actions are organized by coaching focus area.
Note
Actions are auto-assigned based on each focus area and may include things like coaching sessions, microlearnings, or Kona onboarding. Want to learn more? Check the FAQs below for a full list of action types and how to customize them.
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Customize your plan. From the Action Plan Overview page, you can tailor the plan to meet your teamās specific needs:
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Add additional actions as needed using the Add Actions button in the top, right-hand corner of the plan.
- Remove actions by clicking the three-dot menu next to the action's right and selecting "Delete."
Tip
Before launching, you can share the drafted plan with colleagues for feedback to ensure itās well-rounded and aligned to your team's goals.
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Add additional actions as needed using the Add Actions button in the top, right-hand corner of the plan.
- When you're ready, it's time to launch the Action Plan and start driving manager development!
What happens next? ā”ļø
Hereās what to expect once your Manager Effectiveness Action Plan is launched:
Any manager assigned actions will receive a launch email. Assigned actions will appear on their Actions List starting on the designated start date.
Managers assigned Kona will receive a Slack and email notification prompting them to begin the onboarding process.
From the Action Plan Overview page, you can monitor progress, check completion rates, and send nudges to action owners to keep things on track and maintain accountability.
Frequently Asked Questions (FAQs) ā
Urgency is calculated using a set of defined rules that consider multiple factors, including a managerās tenure, their own performance, and signals from their teamāsuch as team performance and engagement levels. These signals help surface which managers may benefit most from timely support and coaching.
The following AI Coaching Focus Areas are available:Ā
- Change Management
- Coaching + Career Conversations
- Feedback, Recognition, Difficult Conversations
- Goals, Expectations, Alignment
- Manager 101
- Performance Review Convo
- Psychological Safety + Collaboration
You can read more about each of these focus areas and their aligned behaviors in this article.
By default, Manager Effectiveness Action Plans include a recommended set of actions based on each managerās assigned focus area. These include:
- AI Coach (Kona) Onboarding
- Coaching Sessions
- Microlearning Courses
- On-Demand Manager Enablement Courses
You can also customize the plan by using the āAdd Actionsā button to include the following additional actions:
- Action Items (i.e., 1-on-1 Meeting Actions)
- Discussions (i.e., 1-on-1 Meeting Talking Points)
- Best-Self Kickoff
- Coaching Session (1:1 or Group)
- Complete Course
- Complete Microlearning
- Create Objectives (Company, Group, Individual, or Self-Development)
- Give a High Five
This flexibility allows you to tailor each Action Plan to your organization's unique goals and manager development strategy. Learn more about adding custom actions to an Action Plan ā