Action Planning in Compass

Action Planning turns your survey results into tracked, accountable improvement plans so managers can act on feedback and HR administrators can monitor progress across the organization.

Beta feature. Action Planning is currently available as a beta release. Features and interface details may change as we refine the experience.

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What Action Planning does

After a survey closes and results are available in Compass, managers can browse a library of consultant-crafted action plan templates (or create their own), set milestones with specific deadlines, and track progress over time. HR administrators get real-time visibility into who is taking action and who is not.

Unlike tracking plans in a spreadsheet, Action Planning surfaces your survey's specific strengths and opportunities, suggests relevant templates matched to your data, and provides a curated library written by organizational psychologists.

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Navigation

Click Actions in the top navigation bar. The sidebar shows four pages:

• Guidance — Your starting point with step-by-step instructions configured by your HR administrator.

• Results — Survey strengths and opportunities with suggested action plans.

• Plans — Where you create, manage, and track your action plans.

• Status — Organization-wide progress monitoring (visible to administrators and consultants).

Administrators also see a Setup page for configuring the reporting structure, assigning users, and writing Guidance content.

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Who sees what

Role	What you see	What you can do
Manager / Executive	Guidance, Results, Plans, Status	Browse the template library, create plans from templates or from scratch, edit your own plans and milestones, save custom plans as templates
HR Admin / Org Admin	All pages including Setup	Everything managers can do, plus: configure the reporting structure, assign users, write Guidance content, import and export data, edit any manager's plans, reassign plans, and manage shared templates
TalentMap Consultant	All pages for your organization	Same as HR Admin (used for reviewing action quality and assisting managers)

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Recommended workflow

1. Navigate to Actions > Setup > Structure and generate your reporting structure. The reporting structure must be configured before you can view suggested actions on the Results page or create plans on the Plans page.

2. (Optional) Navigate to Setup > Users and assign users to the reporting structure. You only need to assign users if you want managers and executives to log in to Compass and create, manage, and monitor their own action plans.

3. Navigate to the Results page to review your survey strengths and opportunities.

4. Click any opportunity item to see suggested action plan templates matched to that specific result.

5. Select a template and click CREATE ACTION to add it to your Plans page.

6. Set milestone due dates and assign owners.

7. Check off milestones as you complete them.

8. Use the Status page to monitor progress across teams.

Setup is required first. The Results and Plans pages require a reporting structure before they display suggested actions or allow you to create plans. Complete the Structure tab in Setup before proceeding.

Start focused. Research shows that 1-3 well-executed action plans outperform trying to address everything at once.