Engagement Action Planning

Where the engagement survey is a snapshot of your team's state once a year, action planning is key to creating an engaging environment throughout the year.

ENGAGEMENT  Managers AMBASSADORS EVENTS SURVEY Strengths

 

Meeting Action Plan Goals

UCSF Action Planning FY2026-27

By September 15, 2025

All UCSF leaders expected to create, submit and consistently track meaningful action plans.

  • Log action plans in Gallup Access
  • Pick two items you aim to improve and one item you aim to keep doing
  • Partner with your teams, Ambassadors and Action Planning resources below (quick reference guides, live sessions and more)

Creating Action Plans

Quick Reference Guides
Live Support
  • Engagement Action Labs for Managers
    90-minute practical, discussion-based virtual sessions for managers to reflect on team challenges, apply leadership tools, and create actionable next steps to improve engagement and performance
  • Engagement Ambassadors
    We recommend managers work in partnership with these trained, dedicated teammates
  • Engagement Office Hours
    Virtual sessions open during peak survey and action planning seasons, open to people leaders and Engagement Ambassadors

 

 

Connecting your survey results to your action plans
Log into gallup Access

Q1. Expectations
PDF Module

Q2. Materials 
PDF | Module 

Q3. Do Best
PDF | Module

Q4. Recognition
PDF | Module

Q5. Cares
PDF | Module

Q6. Development
PDF | Module

Q7. Opinions Count
PDF | Module

Q8. Purpose
PDF | Module

Q9. Committed to Quality
PDF | Module

Q10. Best Friend
PDF | Module

Q11. Progress
PDF | Module

Q12. Learn/Grow
PDF | Module