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
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 2025-2026
Updated daily at 10:30am - Login to view dashboard below, or view Action Planning dashboard on People Analytics website
Access issues? Contact People Analytics for access to Production dashboard "FY26_GallupActionPlan"
Note that faculty managers are not currently captured in reporting.
Looking for a specific report?
Want to download or get a report pushed to you?
Support
HR Umbrella
Supported by: [email protected]
L&OD Service Request Form
for delegate/manager survey reporting, action planning or development planning support