HR Admins use the Manager Summary Report in the HR Outcomes Dashboard to create a Manager Effectiveness Action Plan — a targeted set of actions assigned to specific managers based on AI-generated insights from Kona.
Before You Begin
- Your account requires access to Kona and the HR Outcomes Dashboard. Kona is available as an add-on for the Total Platform pricing package.
- You must have the HR Admin role in 15Five.
Steps
- Go to Insights Dashboard in the left-hand navigation.
- Click the Manager Effectiveness tab at the top of the page.
> This opens the Manager Summary Report. For a breakdown of the report's components, see Manager Effectiveness Assessment — What It Is and How It Works.
- Use the Show managers filter to narrow the manager list by urgency or other criteria.
> Start with managers marked High urgency to prioritize the most time-sensitive support needs. For how urgency is calculated, see .
- Review each manager's urgency level, recommended coaching focus, and most recent enablement activity in the Manager Table.
- Click the arrow to the right of a manager's name to open their Manager Details Panel.
> The panel shows the Opportunity Report and MEI Factor Ranking for that manager.
- In the Manager Table, select the checkbox to the left of each manager you want to include in the Action Plan.
> To select all managers, use the checkbox in the table header.
- Click Draft Action Plan in the top-right corner of the table.
> The Draft an Action Plan modal opens.
- Under What do you want to improve?, select the outcome you want this plan to target.
- Review the actions listed under Recommended actions.
> 15Five pre-populates a recommended set of actions (Kona, Coaching, and Content) based on the selected outcome.
- (Optional) Under Assign AI Coach, assign Kona to managers who do not yet have it.
> Choose All managers in this plan or select specific individuals.
- Click Save Plan and Preview.
> This does not launch the plan. You are taken to the Action Plan overview page to review and edit before launching.
- On the Action Plan overview page, click Add Actions to include additional actions if needed.
> For a full list of available action types, see What types of actions can be included in a Manager Effectiveness Action Plan?.
- To remove an action, click the three-dot menu next to the action and select Delete.
- When the plan is ready, click Launch to make it active.
Confirmation: The Action Plan status changes to active on the overview page. Assigned managers appear with their designated actions and start dates.
What Happens After Launch
Once a Manager Effectiveness Action Plan is launched, the following occurs automatically:
Manager notifications: Any manager assigned actions receives a launch email. Assigned actions appear on their Actions List starting on the designated start date.
Kona onboarding (if assigned): Managers assigned Kona receive a Slack notification and email prompting them to begin the onboarding process.
Progress tracking: From the Action Plan overview page, you can monitor completion rates and send nudges to action owners. See Track the progress of assigned actions for instructions.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Draft Action Plan button does not appear | Confirm at least one manager checkbox is selected in the Manager Table | Select one or more manager checkboxes, then click Draft Action Plan |
| Kona assignment option is not visible in the modal | Confirm your account has Kona enabled | Contact your 15Five account manager to verify Kona is active on your plan |
| Manager does not appear in the Manager Table | Confirm the manager has at least one direct report and is active in 15Five | Check the Show managers filter — it may be set to a subset that excludes this manager |
| Assigned manager does not receive a launch email | Confirm the manager's email address is correct in their profile | Update the email address in the manager's account settings and resend via the Action Plan overview page |
Not Covered Here
This article does not cover creating Action Plans from engagement survey results. See Create an Action Plan from Engagement Survey Results.
Related Articles
- Manager Effectiveness Assessment — What It Is and How It Works
- Assign a Group Coaching Session to Managers
- Assign a 1:1 Coaching Session via an Action Plan
- Track the progress of assigned actions
- Assign bulk actions to managers
- What types of actions can be included in a Manager Effectiveness Action Plan?