A guide to creating and filling out an action plan in Woba
Once you have completed a survey, it is time to create action plans based on the focus areas from your survey.
You can create action plans in Woba Analytics by going to: Actions > Action Plans.
Tip: you can get recommendations on what can be done to improve various focus areas, before creating action plans. You can read more about recommendations in Woba here: → Get recommendations
Create action plan
1. Navigate to Action Plans.
2. Select
Add new in the corner or Create an action in the middle of the screen if you have not yet created any action plans
3. Now is the time to fill out the action plan. First, name the action.
4. Choose which focus area from the survey the action plan covers.
5. Describe the problem the action plan is trying to solve.
6. Describe a possible solution to the problem.
7. Add the employees involved in the action.
8. Add the employees responsible for the action.
9. Select which departments the action plan targets.
10. Finally, add a start and end date for the action plan.
11. If those responsible for the action plan are to be informed by email, you can switch on
Send notification.
12. Lastly, click Save and the action plan is created.
Not sure what to write in the action plan?
- Description of the problem: Here you can describe details about the problem that the action plan is addressing. You can e.g. add the score for the focus area, relevant comments from the survey, questions that have been asked, and describe the circumstances regarding the problem.
- Description of the solution: Here you can describe what exactly needs to be done to solve the problem. You can use the research-based recommendations in Woba as a starting point. The recommendations are made from the IGLO model (Individual, group, leader, and organizational level). This ensures the various areas in the organization are covered, to ensure the best possible rollout.
- Involved: Here you can add those who will be involved in solving the problem. It can, for example, cover the AMO group or employees in the department who are involved in the action plan.
- Responsible: Here you can add those who are responsible for ensuring that improvements are done regarding the action. It is the responsible people added here who will receive notifications about the creation and changes to the action.
Click the video below to see how to create action plans: