Managers as Engagement Advocates
Managers are key to fostering an environment where engagement can thrive for their team.
Each year, managers are asked to facilitate Staff Engagement Survey activities, lead engagement action planning and update their HR Umbrella records accordingly. Engagement is also a year 'round pursuit. Serving as a Manager Advocate supports the creation of an engaging workplace.
Engagement Ambassadors Events Survey Strengths Action Planning
Lead Team Action Plans, Empowered with Engagement Survey Results
Share Team Engagement Survey Results
Managers and their delegates can access their team's survey results for 2026 and previous years at Gallup Access:
Gallup Access login
How to find, interpret and share your survey results
Gallup Access online guidance
- Accessing Reports - How to Video
- Belonging, Accountability and Patient Safety Indexes - PDF Guide
- How to Use the Survey Results - PDF Guide
- Who's on My Team - How to Video
Live support
Communications
Lead Team Action Planning
Visit our Action Planning webpage for great resources on:
- Creating action plans
- Connecting your survey results to your action plans
- Tracking your action plans
Encourage Staff to "Be Heard!" and Take the Survey
- Post: 2026 Poster | Zoom background | PowerPoint slide deck
in break rooms, staff bulletin boards and meetings - Share: Leader email template - 2026 Survey Cycle | Final week survey participation email template
- Know: Survey Measures & FAQs | Upcoming Dates | Who's on My Team and Our Current Participation Rate - How to Video
- Collaborate: with your Ambassador | Engagement Office Hours
Your Ambassador is trained and can view your team's participation rate throughout the survey open window.
Access the 2026 survey in 1 of 3 ways when the survey is open Apr 7-May 1
Get Ready for the Survey
Nominate Your Engagement Ambassador
Each team should have an Engagement Ambassador - at least one per 40 staff members and per shift. Nominations are for a one-year appointment, and last year's Ambassadors do NOT carry over to this year.
View currently nominated Ambassadors.
The best candidates are:
- Non-supervisory
- Trusted by both managers and staff
- Enthusiastic about inspiring their teammates to participate in engagement activities
Ambassadors and Managers work in partnership to facilitate survey participation and provide peer guidance with engagement action planning, supporting the co-creation of an environment where your team's engagement can thrive. Learn more about the role and training
Confirm Your HR Umbrella Roster by February 12, 2026
Why? Ensures your team is accurately captured for the staff engagement survey.
How?
- If your roster is already correct, no action is needed!
- If you need to update your roster before February 12, 2026 reference the “Roster Quick Guides” available in the Roster section of HR Umbrella
- If you have roster updates after February 12, 2026, these changes will not be reflected in the 2026 Staff Engagement Survey
Questions?
- Survey Distribution FAQs answer who is (and isn't) invited to the staff engagement survey, and verifying who is on your surveyed team
- Health Managers: submit a PeopleConnect Inquiry Ticket or contact Health HR Customer Experience Center (CEC) line at (415) 353-4545
- Campus Managers: email [email protected]
Serve as a Manager Advocate
Worksheets
- Caring through Supervision Manager Self-Assessment
- Developmental Interview Guide
- Learn and Grow Opportunities
- Care Talk: A Conversation About How Managers Can Foster Engagement
Employee Engagement Manager Learning Journey
Comprehensive online guide for managers wanting to go deep with engagement. Take 4 steps with multiple activities such as worksheets and articles per step.
Unlock Team Engagement
What Engagement Really Is
At The Core:
Honest • Focused • Action-oriented • Ongoing
- The everyday experience people have at work
- Shaped primarily by local leadership behaviors
- Not just a survey, it’s an ongoing cycle of listening and acting
What Effective Leaders Do
- Create a safe space for honest, open feedback
- Close the loop: share what you heard and what will happen next
- Prioritize 1–2 meaningful actions rather than trying to fix everything
- Connect engagement to daily work, goals, and outcomes
- Model openness, curiosity, and a willingness to grow
- Keep conversations ongoing, not just during survey moments
What to Avoid
- Treat engagement as a checkbox or one-time activity
- Overpromising or committing too much at once
- Becoming defensive or dismissive of feedback
- Delaying or skipping follow-up
- Positioning engagement as “HR’s responsibility”
- Focusing only on negative feedback instead of the full picture
What Leaders Can Say
- We want your honest feedback; it helps us improve as a team.
- We may not fix everything at once, but we will focus on what matters most to the team
- Your input directly shapes how we work together
What Your Team Needs Most
- Clarity: expectations and direction
- Voice: opportunities to share input and be heard
- Action: visible follow-through on feedback
- Recognition: feeling valued for their contributions
30-minute online course, part of an organization-wide strategy to align our engagement efforts at every level of leadership at UCSF.
Intended for directors, managers, and supervisors to learn more about your role and responsibilities:
- Communicating effectively
- Creating accountability
- Developing exceptional leaders
At the end of the course, you’ll be able to print out a summary of best practices you can share with your manager and implement with your team.
Strengthen Team Engagement

3-hour in-person dynamic workshop designed to help people leaders use CliftonStrengths to maximize team performance. Learn practical tools to:
- build trust
- tackle tough conversations, and
- align team strengths with organizational goals.
Through interactive role-play and engaging group discussions, you'll leave with actionable strategies to drive success in today’s workplace.
Questions?
Most common questions are answered here on our engagement website.
If you need additional individual support, our team can support you via: