Create a Manager Effectiveness Action Plan

Create a Manager Effectiveness Action Plan 🚀

1. Click Outcomes Dashboard in 15Five's main, left-hand navigation.
   
2. Open the "Manager Effectiveness" tab at the top of the page.
   

3. You're now in the Manager Summary Report, which helps you identify where targeted manager support can drive meaningful improvements in engagement, performance, and retention—so you can take action where it matters most. Learn more about the components contained in the Manager Summary Report →
   

4. Use the Show managers filter at the top of the page to focus on managers with the most pressing or strategic support needs.
   

   

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   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.

5. Review manager-level insights in the Manager Table. Scan through the table to understand each manager’s urgency level, recommended coaching focus, and most recent enablement activity. This gives you a quick, prioritized view of who may benefit most from support.
   
6. Get deeper context using Manager Details Panels. Click the arrow to the right of any manager’s name to view their Opportunity Report and MEI Factor Ranking—offering more detailed insight into team health, performance, and leadership behaviors.
   
7. Once you've identified which managers need support—whether due to high urgency, low MEI scores, or gaps in performance or engagement—you can include them in a targeted Action Plan to improve their effectiveness.
8. In the Managers Table, use the checkboxes to the left of each manager’s 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.
   
9. After selecting the managers, click the Draft Action Plan button in the top, right-hand corner of the table to open the "Draft an Action Plan" modal.
   
10. What do you want to improve? Begin by selecting the outcome you want to impact with your Action Plan.
    
11. 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).

    

12. [Optional] Adjust focus areas. Focus areas are automatically assigned to each manager based on AI insights from Kona. If you’d like to make changes, click the pencil icon next to “Focus areas” at the top of the modal. Then, click on the manager’s name to edit their assigned focus area.

    

13. [Optional] Assign AI Coach. Use this section to assign Kona—15Five's AI Coach—to managers who haven’t been assigned yet. You can either assign Kona to all managers in the plan or choose specific individuals.
    
14. When you're done, click Save Plan and Preview.
    

    

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    Note

    Clicking this button will not launch the Action Plan. You’ll 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.

15. You’ll be redirected to the Action Plan overview page, where actions are organized by coaching focus area.

    

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    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.

16. Customize your plan. From the Action Plan Overview page, you can tailor the plan to meet your team’s specific needs:
    • 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."
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    Tip

    Before launching, you can share the drafted plan with colleagues for feedback to ensure it’s well-rounded and aligned to your team's goals.

17. When you're ready, it's time to launch the Action Plan and start driving manager development!
    

    

What happens next? ➡️

Here’s what to expect once your Manager Effectiveness Action Plan is launched:

Frequently Asked Questions (FAQs) ❓