Create an Action Plan

Our Action Plan feature helps you identify an engagement driver to focus on improving for your team with recommended action ideas to get started. The action plan can be accessed from the following area in the People Insights:

Action Dashboard: When viewing the Action Dashboard, go to My Actions and you can choose to Create New Action.

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Create an Action Plan

  1. Select which group the action is for. This represents the team or group of employees that will benefit from the action.
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  2. Choose which Engagement Driver to focus the action on. We will recommend three potential drivers that could use action. Information about each driver is available to help guide the decision. You can access the full list of Engagement Drivers by expanding the list to View All Drivers.
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  3. Select the action you will take. 15Five provides recommended actions that we've seen yield results. You also have the option to add a custom action if you have your own action you would like to implement.
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  4. Review and submit your action plan. You can confirm your action plan before it is submitted.
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    You will also receive a follow-up email with confirmation of the action you committed to.
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    You can review your plan at any time from the Action Dashboard.
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