Action Plans let admins and managers respond to engagement survey results by defining goals, assigning actions to team members, and tracking progress against engagement metrics. Action Plans are available in the Engage and Total Platform pricing packages.
Feature Structure
Who Can Create Action Plans
- Account Admins and HR Admins can create Action Plans targeting any group in the organization, including company-wide plans.
- Managers can create Action Plans for groups within their reporting hierarchy, limited to groups they have results access for.
How Action Plans Are Created
There are two entry points for creating an Action Plan from engagement results:
- From the Statements tab — Select a high-impact statement cell in the heatmap to open the co-planner and draft a plan targeting that area. This path is useful when you have identified a specific engagement driver to address.
- From Recommended Areas for Action — Use AI-generated recommendations on the Summary tab to draft a pre-targeted plan. 15Five's Predictive Impact Model generates these recommendations based on your campaign data.
Each path produces the same Action Plan object but starts from different data surfaces.
Key Rules
- The Target Group field defaults to match active filters but can be changed before drafting.
- Metrics selected during creation populate a progress dashboard once the plan is launched.
- Action Plans are not automatically applied after a survey closes — a manager or admin must create and launch each plan manually.