After reviewing your team's engagement results, you can create an Action Plan in 15Five to address specific areas of disengagement. Completing this step produces a named Action Plan linked to your campaign with owners, due dates, and trackable tasks.
Before You Begin
- Your organization's engagement survey must be closed and results must be shared with you.
- You must have Limited Access Leader permissions or higher.
- Your team must have met the minimum response threshold (3–5 respondents, depending on your org's confidentiality setting) for results to be visible.
Steps
- Click Engagement in the left-hand navigation.
- Click View results to the right of the relevant campaign name.
- Click the Summary tab.
- Scroll to the Recommended areas for action section.
- Review the listed focus areas generated by 15Five's Predictive Impact Model.
- Click Create Action Plan next to the focus area you want to address.
- Enter a name for the Action Plan in the Name field.
- Set a Due date for the Action Plan.
- Assign an Owner responsible for driving the plan.
- Click Add task to create the first task within the plan.
- Enter a task name and assign it to a team member.
- Set a due date for the task.
- Repeat steps 10–12 for each additional task.
- Click Save to publish the Action Plan.
To create a custom Action Plan not tied to a recommended area, click Create custom Action Plan in the Recommended areas for action section and complete steps 7–14.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Create Action Plan button does not appear | Confirm results are visible in the Summary tab | Ask your HR admin to verify your results access level |
| Recommended areas for action section is empty | Check whether the campaign used 15Five's core EngageSurvey statements | Custom-statement campaigns may not generate recommendations; create a custom Action Plan instead |
| Cannot assign an owner | Confirm the intended owner has an active 15Five account | Ask your admin to verify the user's account status before reassigning |
| Action Plan saves but does not appear in your Action Plans list | Confirm you saved rather than navigated away | Reopen the Summary tab and check the Action Plans section; re-create if missing |
Not Covered Here
This article does not cover how to track progress on an existing Action Plan or how to close a completed Action Plan.
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Frequently Asked Questions
What is an Action Plan in 15Five?
Direct Answer
An Action Plan in 15Five is a structured framework that helps managers and HR leaders address specific engagement challenges identified in survey results.
Key Rules
- Action Plans include goals, defined actions, assigned responsibilities, and progress tracking.
- Account admins can create Action Plans for anyone in the organization.
- Managers can create Action Plans for anyone in their hierarchy.
- Action Plans require access to the Engage or Total Platform package.
Common Misunderstanding
Action Plans are not automatically applied after a survey closes. A manager or admin must create and launch each plan manually.