Creating an Action Plan

Create a new plan by selecting a plan type, defining goals and details, setting a due date, and adding tasks or resources.

Click New Action Plan on the upper-right corner of the page.

New Action Plan button
On the Select your Action Plan type page, select the type of plan you want to create.
Note: The availability of plan types depends on the Gallup Access products and features you have access to.

Select your Action Plan type page
On the Create a New Plan page, type a concise description in the Plan Name field to identify the plan (maximum 100 characters).

Create a New Employee Experience Plan page
To modify the survey report or team associated with the plan, use the respective Report and Team drop-down lists. Then click Next.
Note: Only employee experience plans have an associated survey report.
On the Provide the Plan Details page, use the following fields to enter the details of your plan:
Related Items
Use this drop-down list to associate up to three survey report items with the plan for the team to focus on (employee experience plans only).
Topics
Use this drop-down list to associate up to three subjects with the plan, which you and your team can learn about and focus on to help achieve the plan’s goal (employee experience plans only).
Goal
Type the plan's primary purpose, specifying what success looks like (maximum 250 characters).
Description
Type specific actions and activities that will take place to complete the plan (maximum 4,000 characters). If possible, indicate specific deadlines, individuals responsible, and required tools or resources.
Due Date
Click this field to display the date selection calendar, and use the calendar to choose a deadline for completing the plan.

Provide the Plan Details page
If you are creating a strengths plan, use the available options to associate one or more strengths domains with the plan for the team to focus on.

Strengths domain options
After entering your plan's details, click Next.
On the Review Plan page, review your plan's details and make any necessary changes. Then click Create & View Plan to activate it immediately, or click Save Draft to save the plan and activate it later.
Note: To add tasks or resources to the plan, use the respective Add Task and Add Resources buttons. You can also do this later when viewing the plan.

Review Plan page