[Legacy] Create, view, and track Engagement action plans

What are Engagement action plans? 💡

Action plans are a tool within 15Five's Engagement feature that allows users to create specific, actionable plans that leaders can utilize to improve engagement drivers. Actions are tied to groups and owned by the person who creates the action.

During the process of creating an action plan, an individual is presented with suggested drivers to create actions for based on group survey results. Once they select a driver, they can choose from a list of actions that have proven effective in improving their chosen engagement driver— making it easy to take data-driven action.

Actions Dashboard Overview 🌐

The Actions Dashboard, accessible by clicking "Actions" in the main, left-hand navigation of the Engage Portal, contains three sections: Overview, My actions, and All action plans.

Continue reading for an in-depth look into what information is contained in each of these sections.

Create, view, and track action plans 🧑‍💻

1. Click Engagement in 15Five's main, left-hand navigation.
   
2. [Admins only] You'll land on the Engagement Overview page in 15Five. From here, click Go to Engage to open the Engage Portal.
   
3. You're now in the Engage Portal. Click Actions in the main, left-hand navigation.
   
4. You're now on the Actions Dashboard. From here, follow the steps below to create, view, and track action plans.
   
   Create an action plan

   1. Open the My actions or All action plans tab.
      
      
      • The My actions tab contains actions that you own.
      • The All action plans tab contains actions owned by leaders in your organization besides yourself.
   2. Push the + Create New Action button in the top, right-hand corner of the screen.
      
   3. Choose the target group. Select the segment of people who want to create the action for.
      
   4. Select an area to focus on. Check the circle to the right of the engagement driver you want to focus the action on. The three top drivers that we identified in your most recent engagement campaign that would have the most impact on your organization's engagement will appear at the top, but you can access the full list of engagement drivers by clicking Expand.
      
   5. Select the action you will take. Check the circle to the right of the action you want to assign.
      
      In this section, we present actions that have proven effective in improving your chosen engagement driver. At the bottom of the list, you also have the option to add a custom action.
      
   6. Review and submit your action plan. Click Review & Submit at the bottom of the page.
      
      A popup will appear that contains details about the action plan. Read over the details, then click Confirm.
      
   7. Once your action plan is submitted, you will receive a follow-up email from 15Five that contains your action plan and additional resources.

   View action plans

   You and your organization's leaders can review the action plan at any time from the All Action Plans page. You can see actions that you own on the My Actions page.

   

   Track action plans

   To track progress in an individual action plan...

   1. Open the My actions or All action plans tab.
      
      
      • The My actions tab contains actions that you own.
      • The All action plans tab contains actions owned by leaders in your organization besides yourself.
   2. Click the arrow to the right of the action plan to expand options, then click View Action Plan.
      

   3. Scroll down to view detailed information about the action, the driver it's associated with, and engagement score details for both the organization as a whole and the team the action is for.

      

   To track organizational progress on action plans...

   1. Open the Overview tab.
      
   2. Use the the bar in at the far right of the bar graph at the top of the page to see how many people have logged an action.

      
      

      💡

      Tip

      You can toggle between viewing action plan data for different time periods by clicking the "All Time" or "Current Cycle" keys at the bottom of the graph.

   3. Refer to the Overview tab to see data on the results of previous actions: Total actions logged for the last survey, Number of groups that saw a score increase in the driver they acted on, and Average driver score increase from the last survey's actions.