Creating action plans from a performance report

Performance reports offer valuable insights into your work. But how do you translate those insights into concrete steps for improvement? Action plans bridge the gap, taking report data and creating a roadmap for success. Here's a guide to crafting action plans from your performance reports:

Accessing Your Reports:

Navigate to the "Performance" tab on the top navigation bar. Under Surveys, select the specific performance survey you intend to create action plans for. If the survey is completed and reports are ready, proceed to the Reports section and click View on the desired report.

Identifying Improvement Areas:

Once you've accessed the report, give it a thorough review. Scan through the data to pinpoint areas where you can take action and enhance your performance. Utilize additional resources to interpret report metrics effectively.

Initiating the Action Plan:

Within the chosen section of the report, locate the designated Action Plan icon. Clicking on this icon launches the action plan creation process.

Detailing Your Action Plan:

Assign a clear and concise title to your action plan. Optionally, include a brief description to provide context. Subsequently, create a checklist outlining the specific steps you'll undertake to achieve improvement.

Assigning Ownership:

Utilize the highlighted icon to assign ownership of the action plan. You can retain ownership or delegate it to a colleague. Delegation options include managers or department heads, fostering collaborative efforts.

Setting Visibility:

Determine the visibility of your action plan by clicking the eye icon. Choose to restrict access to the assignee and their manager, share it with the assignee's team or department, or make it accessible to the department head as well. 

Note: It's important to note that administrators retain full visibility regardless of these settings.

Establishing a Due Date:

Click the calendar icon to set a deadline for completing the action plan. Establishing a due date promotes accountability and prioritization.

Assigning an Action Plan Manager (Optional):

For comprehensive management of the action plan, you can designate an action plan manager. Click the highlighted icon and search for the desired individual by name or email. Selecting them assigns them as the action plan manager. This individual can adjust various aspects of the plan, including assignee, due date, visibility, and even the checklist itself.

Saving and Publishing:

Click the Save button. A dropdown menu will appear, offering Save as Draft and Save and Publish options. Select "Save as Draft" to revisit and edit the plan later or "Save and Publish" to make it immediately operational.

By following these steps, you'll effectively translate performance report data into actionable plans, driving continuous improvement in your work. Should you need any help, don't hesitate to contact our support team. Happy thriving!