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Run: Manager Action Planning Guide After Engagement Survey Results Drop

Use this manager action planning guide after engagement survey results drop to turn team discussion into 30-90 day actions, follow-up dates, and clear owners...

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Discuss the Results

Which survey results or engagement drivers stood out most to the team? (required)

Capture the key themes, surprises, and strengths the team noticed in the results.

How clear were the results and trends presented during the discussion? (required)

Rate using a 5-point Likert scale: Strongly disagree, Disagree, Neither agree nor disagree, Agree, Strongly agree.

What questions or clarifications do team members still have about the results?

Use this to capture follow-up questions, context gaps, or areas needing more explanation.

Prioritize What Matters Most

Which 1-3 engagement drivers should the team prioritize first? (required)

Focus on the few issues most likely to influence engagement, manager effectiveness, psychological safety, or intent to stay.

How confident is the team that these priorities will improve day-to-day work? (required)

Rate using a 5-point Likert scale: Strongly disagree, Disagree, Neither agree nor disagree, Agree, Strongly agree.

What evidence from the survey results supports these priorities?

Document the data points, comments, or patterns that justify the chosen focus areas.

Plan the Actions

What specific actions will the manager or team take in the next 30-90 days? (required)

List concrete, observable actions with owners, timelines, and expected outcomes.

How realistic and actionable is this plan? (required)

Rate using a 5-point Likert scale: Strongly disagree, Disagree, Neither agree nor disagree, Agree, Strongly agree.

What support, resources, or decisions are needed to execute the plan?

Capture dependencies, leadership support, tools, or cross-functional help required.

Review and Follow Up

When will the team review progress on these actions? (required)

Enter the planned review date or cadence, such as monthly or at the next team meeting.

How likely is the team to revisit and adjust the plan based on progress? (required)

Rate using a 5-point Likert scale: Strongly disagree, Disagree, Neither agree nor disagree, Agree, Strongly agree.

Anything else the team wants to add before closing the discussion?

Open space for final comments, concerns, or commitments.

Get your results

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