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  • Getting Started
  • STEP 1: PREPARE FOR ACTION
    • Executive Driven Survey Overview
    • Timelines and Deliverables
    • Schedule a Meeting with your Consultant or Project Manager
    • Stategic Assessment Session
    • Prepare for Action FAQ
      • Who will be responsible for different aspects of the project?
      • What kind of support can we expect during each phase of the survey process?
      • What are the recommended timelines for various project phases?
      • When should we schedule the questionnaire design call?
      • What kind of access will we have to the online reporting tool?
  • STEP 2: DEVELOP QUESTIONNAIRE
    • Questionnaire Design
      • TalentMap Employee Engagement Questionnaire
      • 5-Point Rating Scale
      • Response Scale From Strongly Disagree to Strongly Agree
      • Length of an Employee Engagement Questionnaire
      • Determining Areas of Importance
      • Employee Net Promoter Score
    • Questionnaire FAQ
      • Can we customize the standard questionnaire?
      • How can we incorporate our specific themes or categories into the survey?
      • Can we add questions about our organization's mission, vision or strategic plans?
      • Which benchmark should we choose?
      • How do I sign off on a survey?
      • What is the difference between engagement and satisfaction?
      • Where should we place demographic questions?
      • Will the survey questions change in the future?
      • When you use the term “we” in the questionnaire, who does this refer to?
      • Can we change the scale so that Strongly Disagree is the last option?
  • STEP 3: PRE-SURVEY COMMUNICATION & SETUP
    • Participant Information File
      • Change Date of Birth and Length of Service to Ranges
    • Email Whitelisting
      • Compass Email Whitelisting (DIY)
    • Survey Communications
      • Comprehensive Guide To Survey Communications
      • Pre-Survey Email Communication Package
      • Promotional Posters
      • Employee Info Sheets
      • Engagement Survey Invitation Email
      • Exit Survey Invitation Email
      • Entry Survey Invitation Email
      • PIN Survey Invitation Email
    • Response Rate Strategies
    • Pre-Survey FAQ
      • Is the survey confidential?
      • How can we effectively communicate the survey to our employees?
      • How long should the survey be open?
      • Can I make changes to my PIF?
      • What methods are available for survey distribution?
      • Should we include new employees in our survey?
      • Should we survey contract or term employees?
      • What languages are available for communications material?
      • How long does it take to program my survey?
      • Are there standard invitations for Pulse surveys?
      • Why am I getting invalid entries in my import log?
  • STEP 4: DEPLOY EMPLOYEE SURVEY
    • Monitor Response Rates
    • Survey Live FAQ
      • How often are survey response rates updated?
      • Can I save my responses and complete the survey later?
      • Can responses be changed once submitted?
      • Can I extend my survey?
      • My survey link is not working what do I do?
      • We had bouncebacks, can you send the survey to them immediately?
      • What reports will our organization have access to?
  • STEP 5: ANALYZE, INTERPRET & REPORT
    • Compass Reports
      • General
        • Filter Data
        • Bulk Export
      • Snapshot
        • Webpage
          • Snapshot Report Overview
          • Sort Data
          • Compare to Overall
          • Compare to Other
          • Hide Benchmark and / or Previous Period
        • Export to PowerPoint
          • Export Response Rate
          • Export Lookup / Lookdown
          • Export Heatmap
          • Export Key Driver Analysis
          • Export AI Comment Summaries
        • Export to Excel
      • Heatmap
        • Heatmap Overview
        • Heatmap Previous Period
      • Comments
        • Comments Overview
        • AI Comment Analysis
          • Ask Comment Questions
          • Comment Summary & Suggestions
          • Search Comments by Meaning
        • Comment Settings
          • Hide Words & Phrases
            • Import Hidden Words or Phrases
          • Comment Dimension Score
          • Sentiment Analysis
          • Minimum Words & Random Sample
          • Auto-Translate
        • Word Cloud
          • Word Cloud Overview
          • Word Cloud Settings
          • Import Stop Words
        • Export to Excel
        • How to Handle and Distribute Verbatim Comments
        • FAQ
          • How should disclosure of employee comments be handled?
          • Who has access to comments in Compass?
          • How is AI data handled?
      • Insights
      • Correlations
      • Prepare Reports for Senior Leadership
      • Reporting FAQ
        • How should I analyze the survey results?
        • What is key driver analysis?
        • What is Pearson correlation?
        • What size group is required to do driver analysis?
        • Why do some scores total over 100%?
        • What is the purpose of the neutral option?
        • What is the minimum participation percentage to achieve statistically valid results?
        • Should we focus on dimensions with low scores?
        • How does report filter confidentiality work?
        • Can I turn off the confidentiality similarity warning message?
        • Can I filter by questions in the survey?
    • Compass Admin
      • Results
        • General
          • Enable Results for Reporting
          • Edit Demographic Report Labels
          • Update a Survey Title
        • Participants
          • Edit Participant Information
          • Remove Participant(s) From an Email Campaign
        • Survey Items
          • Customize Survey Items
          • Convert a Survey Item into a Demographic Filter
        • Benchmarks
        • Previous Period
        • Snapshot Customization
        • Dashboard Editor
        • Assign Access
      • Users
        • Permissions
        • Add a User
        • Log In with Microsoft Account
        • Assign Restricted User to a Report
  • STEP 6: DISCUSS, CLARIFY & PLAN
    • TalentMap Reports
      • Scouting Report
      • HR Preview
      • Executive Presentation
      • Additional Presentations
      • TalentMap Report FAQ
        • What’s the difference between a preview and a final executive presentation?
        • High satisfaction vs low engagement (or vis versa)?
    • Post-Survey Consulting Services
    • Focus Groups
      • Conduct a Focus Group
      • Focus Group Invitation Email - Template
    • Management Resources
      • Improve Diversity & Inclusion in the Workplace
      • 360 Leadership
      • Employee Onboarding
      • Stay Interviews
      • Exit Interviews
      • One-on-One Meetings
  • STEP 7: COMMUNICATE & TAKE ACTION
    • Communicating Results
      • Constructive Strategies for Leaders with Low Scores
    • Action Planning
      • Organization vs. Leadership Action Plans
        • Pitfalls to Avoid When Action Planning for Senior Leaders and Managers
      • Develop an Action Plan
      • Create Action Teams, Documentation and Implementation
    • Action Planning Resources
      • Before You Start
        • Action Planning Quick Wins
        • 6 Steps to Successful Action Planning
        • Plan for Action Planning Difficulties
        • Proven Action Planning Tips
      • Tactical
        • How to Start Action Planning
        • Action Plan Framework Guide
        • Action Planning - How To Guide
        • Action Planning Checklist
        • Action Plan Template
        • 3 Post-Survey Action Planning Tactics
    • Action Plan Library
      • Compensation
        • Bonus Pay Or Incentives
        • Determining Fair Compensation
        • Total Rewards Packages
      • Customer Focus
        • Build Loyalty, Not Delight
        • Making Customer Feedback Work for You
        • Translating Competition into Improvement
      • Diversity & Inclusion
        • Employee Resource Groups
        • Mentoring Program
        • Multicultural Potluck
        • Sensitivity Training
      • Growth & Development
        • Develop Cross-Training Programs
        • Implementing Job Shadowing Programs
        • Increase / Improve Training
        • Instituting Regular Career Pathing Conversations
        • Professional Development Plans
      • Immediate Management
        • Avoid Switch-Tracking When Given Feedback
        • Developing Emotional Intelligence
        • Fika: Creating Genuine Connections Over Coffee
        • The Pomodoro Technique
      • Information & Communication
        • BLUF Your Way to Better Communication
        • Stand Up for One Another
        • Want Better Groupwork? Talk Less
      • Innovation
        • Establishing Innovative Onboarding
        • HR Analytics
        • Mental Health Coaching
      • Mental Health
        • Lunch-n-learns
        • Stress Audit
        • The Canine-Colleague Culture Connection
        • Volunteer Program
      • My Role
        • Autonomy Advances the Workplace
      • Performance Feedback
        • Improved / Better Communications
        • Set Clear Goals
        • Utilize the Right Technology
      • Safety
        • Fitness Challenge
        • Health and Safety Committee
        • Health Fair
        • Kick the Sit Out of Work
      • Senior Leadership
        • Develop Empathy Superpowers
        • Embracing Change in Long-Term Thinking
        • Evangelizing Your Vision
        • Hosting a World Cafe Session
        • Increasing Visibility
        • Integrating Vision to Boost Engagement
        • Setting Ambitious and Realistic SMART Goals
        • Understanding Communication Styles
        • Use Storytelling to Share Your Vision
      • Systems & Resources
        • Investing in Technology
      • Teamwork
        • Clarifying Roles
        • Project Management Tools
        • Reward Excellent Teamwork
      • Work Environment
        • Adapting to Open Office Environments
      • Work/Life Balance
        • Enforced Digital Downtime
        • Flextime
        • Focus on Productivity Not Hours
  • DIY SURVEY DESIGN & DEPLOYMENT
    • Compass Questionnaire Design (DIY)
      • Getting Started (DIY)
        • Build a Survey
        • Style a Survey
        • Test a Survey
        • Pulse Survey Overview
        • Getting Started With Logic (Branching)
      • Compass Survey Design (DIY)
        • Build
          • Question Types
          • Add a Question
          • Require a Question
          • Add Text / Instruction
          • Page Title and Description
          • Copy & Paste
          • Reorder Questions
          • Reorder Pages
          • Copy a Survey
          • Skip Logic
          • Question Logic
          • Restore "Undo" a Question or Page
          • Textbox / Long Answer Character Limit
          • Post a Survey Link
          • Disable a Question
        • Style
          • Add Logo
          • Text Options
          • Preview Survey by Device or Language
          • Choose Respondent Interaction
          • Hide Progress Bar
          • Hide Page Titles, Descriptions, and Question Numbers
        • Test
          • Survey Diagnostics
          • Invite Others to Test
          • View Comments Made by Survey Testers
        • Tools
          • Rename a Survey Title
          • Text & Translations
            • Change Required Text, Messages, and More
            • Add Translation
            • Test Translation
            • Share A Translated Survey
            • Reuse Translations for Standard Messaging
        • Design FAQ
          • Why is there a red asterisk on my question?
          • How do I add or remove page breaks?
          • How can I design surveys to be more accessible?
          • Why is my question title and/or answer option blank?
          • Why Is the font for some of my survey questions different?
          • Why are the option buttons not displaying in my survey?
          • What is a thank you page?
    • Compass Survey Deployment (DIY)
      • Create an Email Campaign
      • Hide Unsubscribe Link
      • Upload Participants
      • Add Reminder or Thank You Emails
      • Add Image to Email
      • Change Email Font
      • Test Email Campaign
      • Convert UTC Time
      • Resend a Survey Link
      • Source Tracking
      • Rename an Email Campaign
      • Close a Survey
  • GENERAL
    • FAQ
      • How do I escalate an issue?
      • When will I receive an invoice?
    • Product Updates
      • April 29th, 2025
      • April 16th, 2025
      • March 20th, 2025
      • February 3rd, 2025
      • January 7th, 2025
      • 2024
        • November 25th, 2024
        • November 12th, 2024
        • September 30th, 2024
        • September 1st, 2024
        • August 19th, 2024
        • July 19th, 2024
        • June 25th, 2024
        • June 11th, 2024
        • May 30th, 2024
        • May 2nd, 2024
        • April 22nd, 2024
        • March 18th, 2024
        • February 13th, 2024
        • January 23rd, 2024
      • 2023
        • October 3rd, 2023
        • August 30th, 2023
        • July 17th, 2023
        • July 4th, 2023
        • June 14th, 2023
        • June 2nd, 2023
        • May 4th, 2023
        • February 27th, 2023
        • February 10th, 2023
        • January 25th, 2023
    • ISO 27001
      • Data Access Requests
      • Information Security News
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On this page
  • Creating Action Teams
  • Guiding Your Action Team
  • Documenting Action Plans
  • Pool Resources and Coordinate Actions
  • Action Plan Implementation

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  1. STEP 7: COMMUNICATE & TAKE ACTION
  2. Action Planning

Create Action Teams, Documentation and Implementation

Creating Action Teams

Responding to the results of the Engagement survey should be a team effort – this is where we all work, and we all have a stake in it being an environment that brings out our best. Employee commitment and involvement is a key ingredient for successfully addressing engagement issues. People are much more likely to support solutions that they played a part in creating.

As noted in the Sharing Your Results section, when communicating the survey results, you do not immediately move into action planning. What you may wish to do is ask for volunteers to participate on an Action Planning team. This can make the action planning process more manageable in instances where you have a very large team. Still, even if such a team is created, encourage all employees to offer suggestions and comments through a physical or online suggestion box, conversations and/or emails with Action Planning team members, or staff meetings.

Guiding Your Action Team

Your first goal is to work with your team to create actions that will improve the situation.

Prepare yourself

  • Ensure you understand the results and the key messages.

  • Ensure you understand the drivers of engagement and how they are similar to/different from the rest of the organization.

  • Understand in broad terms how they were derived and why you should focus on these to improve engagement, and not just what employees have indicated they are least satisfied with.

  • Understand how to influence behavioural change.

    • Individuals change their own behaviour; forcing someone to do something creates resistance

    • Individuals only change their behaviour when dissatisfied with the status quo

    • Ambiguity encourages people to take no action, to wait and see

    • Research shows that about two-thirds of employees WANT CHANGE

    • The commonly known “fact” that two-thirds of change initiatives fail is actually FALSE (and was never empirically founded)

    • Sometimes an entire group can achieve improvements when:

      • Part of the group changes work behaviour

      • Different parts of the group make different forms of changes

Conduct a separate meeting focused on the survey results

  • Ensure this is viewed as a high priority. Walk through the results. Let employees ask their questions and allow ample time for Q&A.

  • DO NOT attempt to obtain feedback or reaction during this meeting. Asking for feedback at this point distracts them from processing the new information they are getting, and what comments they have to offer will not be based on reflection and consideration but on unprocessed impressions.

  • Giving your team time to consider and discuss the results will significantly improve the quality and focus of the feedback offered later on. Allow employees a few days, then conduct one or more "feedback" sessions, as needed.

Facilitating Action Team sessions

  • Use a positive attitude to focus on improvements

  • List a summary of the action areas already discussed

    • When X happens, it results in Y, and makes workers feel Z

  • Highlight the areas you think deserve the team’s attention first

    • Don’t disregard other areas, but explain why addressing them should wait

    • Ask the team if that logic seems right to them and potentially refocus or schedule further meetings

  • Root cause exercise: Ask a series of WHY questions to create a specific flowchart

  • Form a desired outcome (start fuzzy then get more specific)

    • Then, if possible, list in order what must be accomplished before the desired outcome can be achieved

  • Listen to team members' interpretation of how they see the results and how it reflects their reality

  • Understand the root causes of the key issues (why team members answered the way they did)

  • Establish 1-3 key priorities upon which to focus action

Documenting Action Plans

Using the template provided and working with your Action Team, draft an action plan for each one of your team's key priorities.

Here is a sample Action Plan, for reference.

Pool Resources and Coordinate Actions

To maximize efficiency, work with HR and other managers to pool resources and coordinate actions based on the action plans created.

Human Resources needs to know the extent to which:

  • Managers are working on the same initiatives

  • Managers’ actions would be more successful with organizational support

  • Outcome(s) for the team depend on others outside the team

It is important to communicate and update all stakeholders. Consider starting ALL meetings with 5 minutes of progress updates.

Even if every team solves its own problems, there are some problems that exist among the teams. Ensure cross-silo dialog, create cross-silo actions, share progress throughout the organization.

Action Plan Implementation

The action planning job is not over once the action plans are developed. The team should still oversee progress and make adjustments where necessary. During regular team meetings, plan time to evaluate the progress you have made on the improvement plans. Have each team member responsible for a task report on the progress made thus far and the progress expected by the next team meeting.

Discuss what is working well and what is not. Figure out how you could make your improvement efforts more effective or efficient. Offer advice, assistance, and encouragement to each other. Apply a little group pressure to team members who are not meeting their commitments.

As part of the action planning process, you decided how and when you would measure the achievement of the objectives you defined. At the times you specified for each objective, apply your measures and discuss the results. If you achieved your objective, it’s time to celebrate as a team! Choose a celebration that will be fun for all of you. Don’t forget to document the lessons learned.

If you did not achieve your objective, figure out why. Discussing the questions below will help.

  • Did we select a valid, accurate measure of achievement?

  • What factors interfered with our plans?

  • Were there interfering factors beyond our control?

  • If not, what could we have done better?

  • Was the objective unrealistic?

  • Do we need to modify the objective?

  • Did team members fulfill their commitments?

  • What lessons did we learn?

Your team will find it useful to document your answers to these questions so you can use this information in planning other improvements.

After you have determined why you did not achieve your objective, discuss your conclusions with the team champion and sponsor and with them decide whether to maintain the objective as is and continue working on it, revise it and try again, or drop it entirely and work on another priority for improvement.

If you decide to retain the objective or revise it, discuss what you can do to ensure you meet your objective this time and prepare another action plan.

PreviousDevelop an Action PlanNextAction Planning Resources

Last updated 1 year ago

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38KBTalentMap Action Planning Template.docx