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Run: Manager Survey Action-Planning Toolkit

This manager survey action-planning toolkit helps managers turn team survey results into a prioritized 30-90 day action plan, with root-cause notes, accounta...

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Survey Results Interpretation

How confident are you in your ability to interpret your team's survey results accurately? (required)

1 = Not at all confident, 5 = Fully confident — be honest; this helps HR identify where coaching support is needed.

Which survey result surprised you most — positively or negatively? (required)

Describe the specific score or theme and why it was unexpected. Surprises are often the richest signal.

Which engagement driver showed the lowest score for your team? (required)

Select the primary low-scoring theme from your survey results report.

If 'Other' above, or to add context: describe the low-scoring engagement driver in your own words.

Optional — use this to add nuance or name a theme not listed above.

Root Cause and Team Listening

How well do you feel you understand the root causes behind your team's lowest-scoring areas? (required)

1 = I'm guessing, 5 = I have clear, specific insight from team conversations.

What did your team tell you — in their own words — about why this area scored low? (required)

Summarize themes from your team discussion or 1:1 conversations. Avoid paraphrasing into management language — capture what employees actually said.

Are there systemic or organizational factors outside your direct control contributing to the low scores?

Distinguish between what you can act on vs. what needs escalation to HR or senior leadership. Both are valid — name them separately.

How psychologically safe does your team feel raising concerns with you directly? (required)

1 = Not safe at all (they wouldn't speak up), 5 = Very safe (they tell me hard truths openly). Use survey verbatims and 1:1 tone as evidence.

Action Prioritization

What is the single highest-priority action you will take in the next 30 days to address your team's top concern? (required)

Be specific and behavioral: 'I will hold a weekly 15-minute team check-in every Monday' is actionable. 'I will improve communication' is not.

How much direct control do you have over implementing this action? (required)

1 = Fully dependent on others / leadership approval, 5 = I can start this today without any dependencies.

What is one medium-term action (30–90 days) you will commit to for a second engagement driver? (required)

Name the engagement driver and the specific behavior or initiative. Include any resources, budget, or approvals you will need.

What will you intentionally NOT change right now, and why?

Scoping is a management skill. Naming what you're deferring — and why — prevents over-promising and builds team trust in your follow-through.

Commitment and Accountability

How will you communicate your action plan back to your team? (required)

Closing the loop with the team is the single biggest driver of response-rate improvement in future surveys.

By what date will you share your action plan with your team? (required)

Enter a specific date (e.g., 'June 14'). Research shows teams that hear back within 2 weeks of results release have significantly higher intent-to-stay scores.

Who is your accountability partner for following through on these commitments? (required)

Select the person who will check in with you on progress.

How confident are you that you will complete your 30-day action by the target date? (required)

1 = Very unlikely, 5 = Highly confident. If you rated 3 or below, describe what's blocking you in the next field.

If your confidence is 3 or below, what is the primary obstacle — and what support do you need?

Be specific about the blocker (time, budget, authority, clarity). This response goes to your HR business partner to arrange support.

Reflection and Follow-Up

How effective do you feel the overall survey process has been in surfacing real team issues? (required)

1 = The survey missed what actually matters, 5 = The results accurately reflect my team's experience.

What would make the next survey cycle more useful for you as a manager?

Your feedback on question design, reporting format, timing, or manager support resources helps HR improve the program.

Is there anything else you want HR or senior leadership to know about your team's situation that the survey didn't capture?

Open field — use it for anything important that doesn't fit the structured questions above.

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