How to create and manage Action Plans

Action Plans are your workspace for turning insights into concrete next steps. Once you have identified what to focus on using the Dimensions & Action Suggestions feature, Action Plans are where you document what you will do, who is responsible, and by when, creating a clear, trackable record of your commitments.

Creating an Action Plan from a suggestion

The fastest way to create an action plan is directly from an Action Suggestion. This is the recommended starting point for most users.

1. On the Actions tab, scroll through the Action Suggestions and find an idea you want to act on.
2. Click 'Add to action plan' next to the suggestion.
3. The system will pre-fill the title and description automatically based on the suggestion. Review both and edit if needed.
4. Set an optional deadline, a target date for completing this action.
5. Click 'Save'. Your action plan is created and will appear in the Action Plans section.

Creating a custom Action Plan from scratch

If you have an action in mind that is not covered by the suggestions, for example, something specific to your team's unique situation, you can create a fully custom plan.

1. On the Actions tab, click the 'Add custom action' button in the Action Plans area.
2. Enter a clear, concise title for your action.
3. Add a description with the specific steps or details of what the action involves.
4. Set an optional deadline and click 'Save'.

Managing your Action Plans

Each action plan appears as a card in the Action Plans section, showing the title, description, and deadline at a glance. Here is how to keep them organised:

1. Editing a plan: click the three-dot menu on the action card and select 'Edit'. Update any details and save.
2. Completing a plan: when an action has been completed, mark it as done. The plan will automatically move to the 'Completed' tab, creating a clear record of what has been accomplished.
3. Deleting a plan: click the three-dot menu and select 'Delete'. Deleted action plans cannot be recovered.

How filters affect your Action Plans

This is an important rule to be aware of: Action Plans are linked to the filter context that was active when they were created.

⚠️ Important — Filters and Action Plans: If you created an action plan while filtering for the 'Sales Department', that plan will only be visible when the 'Sales Department' filter is active. If you switch to a different filter or clear all filters, the plan may appear to have disappeared, it has not been deleted, it is just not visible in the current filter context. To see all your plans, make sure your filter settings match the context in which they were created.

Best practices for Action Plans

• Start with your Top Dimension to Improve — this is where focused effort will have the greatest positive impact.
• Share your action plans with your team. Closing the feedback loop by showing employees you have listened and are taking action is one of the most powerful ways to build trust and encourage future participation.
• Set realistic deadlines — action plans with due dates are more likely to be completed than those without.
• Review your Action Plans regularly, not just after each survey. Make it a standing agenda item in your team meetings.

Something not working?

• The 'Add to action plan' button is not available — You may have View-only permission for the ACT Module. Ask your Entity Admin to grant you Edit permission for action plans.
• An action plan I created is no longer visible — Check your filter settings. Action Plans are linked to the filter context they were created in — switch to the matching filter to find them.
• I want to delete an action plan but cannot find the option — Only users with Edit permission can delete action plans. Check your ACT Module permissions with your Entity Admin.

Still Need Help?

If you are having trouble creating or managing your Action Plans, Reach out to us at support@engagerocket.co and we'll be happy to assist!