Action Planning

Transformation requires closed-loop planning

Prioritising action items identified from survey results can be challenging. Without a clear focus on the most critical issues, valuable resources and effort are wasted on less impactful areas, or diffused across too many initiatives. Clear and timely communication is crucial to address the feedback received and maximise the impact of your survey.

Key challenges with action planning

  • Poor visibility - is it being done?
  • Poor quality and slow - is it consistent and timely?
  • Loss of purpose and drift - is it part of a planning cycle, or just extended ‘ends-in-the-drawer' process.
  • Lack of context and poor handover - are action plans lost in staff and team transitions?
  • Inconsistent expectations and perceptions.

Requirements for successful action planning

  • Strategically driven: Implementing strategy by embedding and aligning in distributed action plans.
  • Focused activity: Align and focus resources to create lasting and impactful change.
  • Builds accountability: Clear objectives, milestones and actions, with built-in review processes.
  • Follow-up and follow-through: Track impact and dynamically adjust plans to create real change.

Benefits of action planning

Observability: Visibility into the action planning process for leadership and management, improving accountability and effectiveness.
Best practice: Business process automation that creates a consistent repeatable process that captures and improves upon best practice.
Efficient and effective: Efficient resource management, leveraging investment in the organisational survey, while automating administrative tasks, reducing management time.
Ownership for managers: Visibility and tools give managers a sense of ownership, improving buy-in and quality of outputs.
Compliance and data governance: Data lifecycle management, with privacy, confidentiality and anonymity protections built into the platform.
Measuring the improvement cycle: Real-time reporting and automated report delivery and reminders to increase the velocity of change.
Closing the loop: Closes the action planning loop (OODA/PDCA), to build organisational resilience and sustainability.
Risk mitigation: Traceability and auditability of the action planning process.

SurveyOptic action planning features

  • Dedicated SurveyOptic module to support cascaded action planning.
  • A guided, digital action planner with automated workflows.
  • Records manager or team action plans centrally and securely.
  • Personalised, automated reminders, links and check-ins.
  • Dashboards with organisation level at-a-glance and manager-level detailed reporting.
  • Supports managers, with workflows for review, reflection and measurement.
  • Empowers HR and LD to operate strategically with fully automated administrative process.
  • Turns action planning into a source of strategic insight for the leadership team.

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