Schedule an Insights Briefing

👥 The Engagement Admin or Organization Admins can schedule briefings.

Insights briefings occur after an engagement campaign concludes and are a time where your 15Five Executive Advisor reviews results of an engagement campaign with leadership. Depending on your package, one or more briefings may be included for your organization.

The Insights Briefing may include your C-Suite, head of Human Resources and/or higher-level leaders in the organization who "own" a sizable function of the business (division, business unit, location, etc.). The goal is for these sessions to include people who are ultimately accountable for employee engagement in the organization or their area.

You can work with your 15Five Executive Advisor or CSM to determine the best strategy for your Insights Briefings. They can help you determine and assign who should be at each briefing.

Schedule an Insights Briefing

  1. Open the campaign list by clicking 'Campaigns' in the left-hand navigation of the Engage portal.
  2. Click Assign New Briefing at the top, right-hand corner of the page.
  3. Fill out the briefing form to assign the briefing to a scheduler and participants. Once a briefing has been assigned it will show up on the assigned leader's "My Sessions" tab. where they can schedule it.
  4. Select the date and time for the Briefing.
  5. Enter the details for the event. Add your name, email address, include any other leaders that will be a part of the session, and answer the questions from your advisor to help them prep for the time. Once you have completed the form, confirm by clicking the Schedule Event button.
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