Action Planning Workshop Guide
A good action planning workshop should convert evidence into decisions. It should not become a long data presentation or a defensive debate about whether employees are right.
Suggested workshop outcomes
By the end of the workshop, participants should have:
- agreed the headline story in the survey results;
- identified the strongest and weakest EOF drivers;
- selected 3 to 5 priority focus areas;
- agreed which issues require enterprise action, local action or deeper diagnosis;
- identified owners, timeframes and measures;
- agreed what will be communicated to employees.
Suggested agenda
| Segment | Purpose | Suggested time |
|---|---|---|
| Context and purpose | Remind participants why the survey was run and how results will be used. | 10 min |
| Headline results | Review participation, X-Factors, dimensions and Key Drivers. | 25 min |
| Interpretation | Discuss what the results mean using comments, context and workforce data. | 35 min |
| Priority selection | Apply prioritisation criteria and agree 3 to 5 focus areas. | 40 min |
| Action design | Define actions, owners, measures and review points. | 45 min |
| Communication and close-the-loop | Agree what employees will be told and when. | 20 min |
Workshop questions
- What is the main story in the results?
- What should Council protect, improve or investigate?
- Which Key Drivers are most likely to move the X-Factors?
- Which issues are enterprise-wide and which are local?
- What do we already know from workforce data or leadership perspectives?
- What would employees expect to hear from us after seeing these results?
- What can we credibly commit to in the next quarter?
Output template
Use Action Planning Template and Improvement Register Template.