Action Planning Basic Overview (EX)

About Action Planning

Action Plans are initiatives you can create based off your lowest areas of engagement. They allow you to assign tasks and plan resolutions to some of your company’s biggest issues with employee experience. For example, if employees disagreed that they were adequately trained, a larger-scale action plan could be to implement a new training program.

However, there are several steps to action planning, when you take into account who is involved and what reports to build. In general, you will need to complete the following steps:

• Make sure the right people have permission to create action plans.
• Customize the fields on your action plans and other such settings (optional).
• Use guided action planning to create action plans.
• Create an action planning page to perform aggregate reporting on action plans.

Permissions

Before your team can create their own action plans, you need to make sure the right participants are able to edit action plans by changing their permissions. Permissions can be directly applied to a participant, or to an entire role. Roles are very useful when you need a large group of people to have the same permissions.

Global Permissions

Under the Permissions header are the following options.

• Project Permissions:
  • Edit all action plans: Gives the participant administration/editing rights to action plans in the project. You can limit which action plans the participant has access to with the “Restrict action plan reporting data” permission, outlined below. If there are no restrictions, then the participant will have access to all action plans in the project.
• Dashboard Permissions:
  • Use action plans: Allows the participant to use action plans in the individual dashboard. This permission allows the participant to edit any Action Plans they’ve created or are the owner for. The participant will also be able to view, but not edit, any Action Plans accessible to them by their org hierarchy data restrictions. This is assigned dashboard-by-dashboard, allowing you to give access to some dashboards’ action plans without having to give access to them all.

To further restrict which action plans participants can edit and use, modify the dashboard data restrictions.

Action Plan Reporting Permissions

These permissions do not refer to editing action plans, but to reports created on action planning pages. Enabling Restrict action plan reporting data allows you to restrict data by the participant’s place in the org hierarchy or by specific org hierarchy units. Disabling this permission allows the participant to see all action planning data for an individual dashboard. This permission is a dashboard-specific permission.

Org Hierarchy Restriction

The Current Unit is the specific unit the dashboard user belongs to.

Let’s say the user belongs to the Web Design team of the Digital Marketing Department – the current unit would be Web Design. If you don’t want your teams to know the action plan data for the unit above them, use current unit.

The Parent Unit is the unit above the dashboard user. To use the same example, this would be all of Digital Marketing.

Parent unit is useful if you have smaller teams within departments with unique action plans, but want all the data readily visible. Parent unit is also a useful option if you want a larger unit of people to work towards a common goal – for example, you’re not worried about action plans for just Web Design or the Email Marketing teams, but the whole of Digital Marketing.

Org hierarchy restrictions are perfect for widely defined roles that are not department or hierarchy specific.

Org Hierarchy Units Restriction

When limiting action plan access by org hierarchy units, you can choose a specific unit of the hierarchy. Then you can decide if you want the dashboard user to view plans in a selected unit, or in and below it.

Org hierarchy unit restrictions are best when applying permissions to specific participants or when making roles that pertain to specific parts of your org hierarchy (e.g., not a hierarchy-wide “Manager” role, but maybe a “Digital Marketing Manager” role).

Action Plan Dashboard Settings

Inside the Action Plans section of your dashboard’s Settings, you can customize which items in your dataset are available to make action plans for. You can also add additional information and fields that show up when your dashboard viewers are creating action plans. For information on how to customize your action plans, visit the Action Plans Dashboard Settings (EX) page.

Reporting on Action Plans

Once you have used guided action planning to make action plans, you can start reporting on action plans. For example, you can create a chart that breaks out according to the roles of people assigned action plans, or a table that shows the statuses of all action plans.

Creating an Action Planning Page

Before you can start reporting on your action plans, you will need to make an action planning page on your dashboard.

1. In the Pages men, click Add.
   
2. Select Action planning page.
3. Click the page options menu next to your newly added page.
   
   Qtip: Steps 3-6 aren’t required, but explain how to rename your page so you can easily find which one is for action planning.
4. Select Rename.
5. Type a new name for the page.
   
6. Press the Enter key on your keyboard.

Widgets Available

You’ll notice that when you click Add Widget on your action planning page, there are fewer widgets than you’d find on a regular page. This is to optimize the page for action plan reporting.

• Gauge chart widget
• Number chart widget
• Line & bar chart widgets
• Table widget
• Record table widget
• Action plan item summary widget
• Action plan users widget
• Image widget
• Rich text editor widget
• Simple table widget
• Simple chart widget
• Pie chart widget
• Record grid widget
  Qtip: The record grid widget is exclusive to action planning pages.
• Focus areas widget

Action Planning Fields

When you start to customize widgets on your action planning page, you will notice that action plan-specific fields will appear in the list instead of the contents of your dashboard data.

Since Action Planning fields are not included in your dashboard data, they are automatically assigned field types for optimum reporting. Below, each field is listed by its type. For more on what field types mean and the widgets they are compatible with, see the Field Types support page.

Open Text:

• Comments: This refers to comments left on action plans in guided action planning.

Text Set / Multi-Answer Text Set:

• Owner IDs: Owner IDs are internal Qualtrics IDs assigned to the owners of action plans.
• Status: The status of the action plan. These are assigned using guided action planning. Statuses include not started, on hold, in progress, closed, and canceled.
• Survey Item Names: The exact text of the survey item this action plan was created for.
• Survey Items: An ID for the survey item this action plan was created for.

Number Set:

• Approved: This field always has a value of 0 or 1.
• Progress: This is the exact percentage that the action plan is completed.

Date:

• Creation Date: The date the action plan was created.
• Due Date: This is the due date given the action plan in guided action planning.
• Last Modified: The date someone last edited the action plan. This includes status and percentage changes, but not the addition of comments.

Misc. Field Types:

• Owner Metadata: You will be able to select from a list of metadata for the people the action plans have been assigned to. For example, let’s say the metadata you uploaded with your participants is Department, Start Date, and Office Location. You would see the options Owner: Department, Owner: Start Date, and Owner: Office Location.
• Creator Metadata: You will be able to select from a list of metadata for the creator of the action plan. For example, let’s say the metadata you uploaded with your participants is Department, Start Date, and Office Location. You would see the options Creator: Department, Creator: Start Date, and Creator: Office Location.
  • Field type of the metadata depends on how the original is mapped in the dashboard data.
    Example: If Department is mapped as a Multi-Answer Text Set, then Owner: Department and Creator: Department will also be Multi-Answer Text Sets.
• Action Plan Fields: The fields you set in your action plan settings will also be available for reporting. For example, let’s say you create a field called “Responsible Departments” referring to departments who will need to be involved to resolve this action plan. You’d be able to report on this data by selecting “Responsible Departments” from the list of fields.
  • Text fields are Open Text
  • Dropdowns are Text Set, unless set to Multi-Answer Text Sets
  • Checkboxes are Text Set, unless set to Multi-Answer Text Set
  • Dates are Date