Action Planning

Action planning is integral to responding to survey results and creating organizational change. As a result, there are several areas within a survey's report to help you quickly create an action plan.

Create a Quick Action Plan

1. From the Teams drop-down list, ensure you have selected the team you want to create a plan for.

2. Click Create Action Plan on one of the following areas of the report:

   • From the Action Plans drop-down lists on the upper-right corner of the report page
   • The highest or lowest ranking items on the Overview or Questions tabs (if the survey includes the Q12 Mean index)
   • Below a question on the Questions tab

   Note: Clicking Create Action Plan for an item or question will automatically select it as a related item of the plan.

   
   Create Action Plan button

   
   Lowest-ranking items

   
   Question data

3. Use the options of the Create Quick Action Plan window to provide your plan’s details, and then click Create Plan.

   
   Create Quick Action Plan window

4. (Optional) To add a task to the plan, click Add a task to it in the Action Plans window.

   
   Action Plans window

View a Team’s Action Plans

To view all action plans for the selected team and report you are viewing, select View Action Plans from the Action Plans drop-down list on the upper-right corner of the page. This will display the Action Plans window.