Compass Action Planning FAQ

Answers to the most common questions about Action Planning in Compass.

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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Frequently asked questions

How do I know which action plans to choose?

Start on the Results page. Your top Opportunities (items below benchmark with high impact) are where action plans will create the most change. Click any Opportunity to see 2 suggested plans matched to that item. Research shows that 1-3 focused plans outperform trying to address everything at once.

How many action plans should I create?

1-3 focused plans. One well-executed plan beats five that stall out.

Can I edit a template after I've added it?

Yes. Templates are starting points, not locked documents. Edit the title, description, or milestones to fit your team's situation. The original template stays unchanged in the library.

How many suggested actions appear for each item?

TalentMap's standard benchmarked engagement survey provides 2 suggested action plan templates per key item on the Results page.

Can managers see other managers' action plans?

No. Managers see only their own plans. Administrators and consultants see all plans through the Status page.

Can anyone in my organization create a shared template?

Users with Site Admin, Report Viewer, or TalentMap Admin roles can save a plan as a shared template so it appears in the Shared Templates tab for everyone. Restricted users can save templates to their own My Templates tab only.

How many templates are available?

The number of TalentMap Templates depends on your survey configuration. Each key item in a standard benchmarked engagement survey has 2 matching templates. Your My Templates and Shared Templates collections grow as your team saves and shares plans.

How do I share a template I created?

Click SAVE AS TEMPLATE on any plan, then share it so it appears in the Shared Templates tab for everyone in your organization. Sharing requires a Site Admin, Report Viewer, or TalentMap Admin role.

What is the "Assigned from: Organization" badge?

Plans with this badge were assigned to you by your HR administrator from the organization's template library. You can still edit them like any other plan.

What happens if I import a new reporting structure?

Nodes matched by email keep their action plans. Plans attached to removed nodes move to a "Review" node at the root for administrator review and reassignment.

Can I undo an import that replaced all action plans?

No. The "Replace all existing action plans" option is permanent. Always export your current plans as a backup before using this option.

Is Action Planning available in French?

Yes. All interface labels, buttons, and system messages support English, French, and Spanish based on your Compass language preference. Template content and any text you enter are not automatically translated.

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Troubleshooting

Issue	Likely cause	Resolution
No items appear in Strengths or Opportunities	Results do not meet all three key item criteria (top 3 by impact, impact score of 0.60 or greater, at least 2 points from benchmark)	This is expected when your results are close to benchmark across all high-impact areas. Browse the template library directly from the Plans page instead.
Users tab is locked in Setup	No reporting structure configured	Navigate to Setup > Structure and generate a reporting structure first.
Assigned plans do not appear for a manager	Manager is not assigned to a node in the reporting structure	Navigate to Setup > Users and assign the manager to the correct node.
Plan shows as "Overdue"	One or more milestones have passed their due date	Open the plan and update milestone due dates, or check off completed milestones.