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.


Creating Action Plans

We recommend managers work in partnership with Engagement Ambassadors


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

Tracking Your 2023 Plans


Want that HR Umbrella red flag to go away?

For M1+ or faculty people managers with at least one direct report (including all SMG, VP and Chair positions):
  • By October 1, 2023: load an action plan with at least one tactic into HR Umbrella
  • By March 1, 2024: complete action plan tactics in HR Umbrella
How to track action plans for goal completion in HR Umbrella:


 UCSF Action Planning Completion Rate 2023

 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 "FY24_GallupActionPlan"
 Note that faculty managers are not currently captured in reporting.


Gallup Access
24/7 support line: (888) 486-9104

for general issues with the
Gallup Access portal

L&OD Service Request Form

for delegate/manager survey reporting, action planning or development planning support