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
Creating Action Plans
- Team Engagement Action Planning Guide
Start here! Includes meeting templates for sharing survey results and leading an action planning session - Manager Engagement Action Labs
90-minute virtual labs equip managers to share survey results and explore challenges/opportunities to co-create meaningful action plans with your team. - We recommend managers work in partnership with Engagement Ambassadors
- Align with the UCSF Organization-Wide Action Plan
Connecting your survey results to your action plans
Log into gallup Access
Meeting Action Plan Goals
UCSF Health Action Planning FY2025-26
Goal for UCSF Health supervisors and up:
- By October 15, 2025: submit an action plan to HR Umbrella
- By March 15, 2026: complete a minimum of 2 action plan tactics in HR Umbrella, with at least one tactic focused on specific ways to recognize individual or team contributions on a regular basis
How to submit and complete action plans in HR Umbrella:
- Enter Action Plans into HR Umbrella (this video has no sound)
- Mark your Engagement Action Plan tactic complete
- Use the Action Planning Completion Dashboard below to track your own, your rollup's and your Health business unit's progress
Tracking Action Plan Completion Rate for FY 2026
Login required to view dashboard below or View Action Planning dashboard on People Analytics website.
Updated daily at 10:30am.
Access issues? Contact People Analytics for access to Production dashboard "FY26_GallupActionPlan"
Note that faculty managers are not currently captured in reporting.
Support
HR Umbrella
Supported by: [email protected]
L&OD Service Request Form
for delegate/manager survey reporting, action planning or development planning support