Creating Action Plans from an Engagement Report

Engagement reports highlight how your people feel, where teams thrive, and where they need support. Turning these insights into action is where real impact begins,  and that’s exactly what Action Plans help you do.

In the Engage module, you can create action plans directly from:

• Overview, Heatmap, and Text Insights tabs to address overall survey insights or trends.
• Survey Highlights tab to act on specific themes or focus areas.
• Questions page tab to create plans for individual questions or overall responses.
• Responses tab to take action on each response or create a general survey-level plan.

Once you identify an area that needs improvement, click the Action Plan button on any of these pages to start creating your plan.

Note: You can create multiple action plans for the same focus area. 

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.

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.

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.

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

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.

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. 

From your ThriveSparrow homepage, navigate to the Action Plans tab in the top navigation bar.

Under All Action Plans, you’ll see a list of every plan created across your organization along with its focus area, owner, due date, and status (Not Started, Delayed, or Completed).

Use the filters to switch between company-wide, department-level, or individual plans to track progress effectively.