Guided Action Planning (EX)

About Guided Action Planning

Guided action planning allows you to close the loop with employee feedback, giving every leader and manager the power to drive impact in areas employees care about most. Admins can give managers best practice guidance and recommended actions specific to each focus area so they can create action plans. Furthermore, you can embed your own culture-specific content in any EX project, or leverage Qualtrics best practices content in the guided XM Employee Engagement Solution to associate with each recommended action.

The focus areas widget works hand-in-hand with guided action planning, surfacing top-level actions managers should focus on to drive improvement with their teams.

Enabling Action Planning

Action planning can be enabled on the dashboard level. Those with editing access over the dashboard and action plans can enable this feature.

1. Go to the settings in your dashboard.
   
2. Go to Action plans.
   
3. Click the Enable action planning switch.

Customizing Action Plan Guidance

Users with editing access over the dashboard and the action plans can edit the guidance that comes with the action plans. To edit the action plan guidance, go to the Action plans section of your dashboard settings. For more information and step-by-step instructions, see Action Plans Dashboard Settings (EX).

Translating Guided Action Planning

If you’ve added guided action planning to your dashboard, you can upload translations for all your guidance. This works similarly to how you upload dashboard translations.

1. Click the dashboard settings gear.
   
2. Go to the Translations tab.
   
3. From the Translation type dropdown, select Action plan guidance translation.
4. Choose the file Format.
   Qtip: We generally advise sticking to TSV, since this file type is better at handling special characters outside the English alphabet.
5. Click Export the file.
6. Open the file in a spreadsheet editor on your computer, such as Excel.
   
7. Add your translations to their corresponding language column. Here are some general tips:
   • See the List of Language Codes page for guidance about each language column.
   • Follow the file’s exact formatting for creating your translations.
   • Use the English column (EN) as a guide.
   • Copy and paste to ensure formatting is correct. Do not delete or rearrange the columns, as this will cause the import to fail and translations to be lost.
   • Do not delete the strings of numbers and letters – these are internal IDs that identify the parts of the dashboard you are translating.
   • If part of your guidance includes links to employee resources, provide new links to the translated materials. Otherwise, you may want to include in your translations warnings that the linked materials aren’t translated, and copy over the same links.
     
8. Save your file as a CSV file with UTF-8 encoding or as a TSV.
   Warning: Once you’ve saved the file, do not open it again, as this could cause you to lose formatting for any special characters.
9. In the Translation tab, click the Select a file button and select your translation file.
   
10. Click Import the file.

Depending on the number of translations and the size of the dashboard, it may take a few minutes for the translations to fully load. You’re free to exit out of the dashboard and the translations will continue to process.

Translating Custom Action Planning Fields

When translating any custom fields associated with your action planning, use the regular label translation for the dashboard.

Troubleshooting Translations

See the Dashboard Translation page for help opening files, previewing translations, fixing file formatting, and more.