Rev.

May 2010

GALLUP ONLINE

How to Create and Review

Q12 Impact Plans

Rev. May 2010

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published, or divulged to others outside of your organization. Gallup and Q12 are trademarks
of Gallup, Inc. All other trademarks are the property of their respective owners.
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protection protect the ideas, concepts, and recommendations related within this document.
No changes may be made to this document without the express written permission of Gallup, Inc.

Disclaimer
Access to certain information, functions, and features of Gallup Online are dependent on the
role, permission, and business unit relationships your organization assigns to you on Gallup
Online. As a result, you may not have access to all items discussed in this document

Rev. May 2010

How to Log In to Gallup Online

1. From an Internet browser, navigate to the Gallup Online Web site.
2. On the Login page, type your user ID in the User ID field.

Login page

3. Type your Gallup Online password in the Password field. The Password field is casesensitive.
NOTE: If you have forgotten your password, click the Forgot your user ID or
password? link to have it sent to you via e-mail.
4. Click Login to display the Gallup Online home page. This is known as the My Gallup
page.

My Gallup page

Copyright 2009-2010 Gallup, Inc. All rights reserved.

Rev. May 2010

How to Create a New Impact Plan

1. From the My Gallup page, click Q12 Impact Plans in the Deliverables section of the
Our Workplace area.

My Gallup page

2. On the upper-right side of the Q12 Impact Plans page, use the Business Unit Navigation
tool to select the business unit for which you are creating a new Impact Plan.

Business Unit Navigation

Report Period

Q12 Impact Plans page

Copyright 1993-1998 Gallup, Inc. All rights reserved.

Copyright 2009-2010 Gallup, Inc. All rights reserved.

Rev. May 2010

3. On the left side of the page, use the Report Period drop-down list to select the desired
report period for which you want to create the plan.
4. Click the Add New button to display the Q12 Impact Plans: Item Detail page.

Add New button

NOTE: If the Add New button is not available, you do not have permission to create an
Impact Plan for the current business unit and selected report period.
5. On the Q12 Impact Plans: Item Detail page, enter detailed information about the plan
in the Impact Plan section.
NOTE: Use the SMART hints at the top of the page for helpful ideas on creating a
successful Impact Plan.

SMART hints

Copyright 2009-2010 Gallup, Inc. All rights reserved.

Rev. May 2010

Impact Plan section

NOTE: Your session will automatically end (i.e., time out) after approximately 10
minutes, at which point any unsaved work will be lost. Therefore it is important to save
your work often by clicking Save at the bottom of the page.
a. From the Q12 Item drop-down list, select a Q12 item for the plan to focus on.
b. From the Mean or %5 drop-down list, select one of the following metrics to use
as a baseline measurement for the plan:
Mean

The average response, on a 5-point scale, for the Q12 item.

%5

The percentage of 5 (Strongly Agree/Extremely Satisfied)

responses for the Q12 item.

c. In the Value from the Q12 Scorecard field, type the appropriate value of the
Q12 item from the most recent survey.
NOTE: If the Mean or %5 field is set to Mean, then enter a value between 1.00
and 5.00. Alternatively, if the Mean or %5 field is set to %5, then enter a value
between 0 and 100.

Copyright 2009-2010 Gallup, Inc. All rights reserved.

Rev. May 2010

d. In the Title field, type a concise description to identify your plan.

e. From the Action Type drop-down list, select one of the following plan types:

f.

Strength

Your plan focuses on an item that is already scoring well. The

intention of the plan is to help the item maintain a high score.

Opportunity

Your plan focuses on an item that you want to achieve a higher

score. The intention of the plan is to improve the score of the item.

In the This is what well do field, type specific actions and deadlines (if
necessary). These are the specific actions and activities that take place to execute
the plan.

g. In the This is what success will look like field, type the benefits of a
successfully executed plan in the field. These are the tangible or obvious
outcomes of the plan.
h. From the How Often drop-down list, select the frequency of when the actions
will be performed. This field outlines how often the individuals identified in the
These people will be involved field will execute the actions listed in the This
is what well do field.
i.

In the These people will be involved field, type the names of the individuals
who are responsible for executing the plan and ensuring its success.

j.

Use the date drop-down lists of the Start Date field to select a start date.

Start Date and Due Date fields

k. Use the date drop-down lists of the Due Date field to select a due date.
6. When you are done entering information about the plan, click Save & Exit at the
bottom of the page to save your plan and return to the Q12 Impact Plans page.

Save & Exit button

Copyright 2009-2010 Gallup, Inc. All rights reserved.

Rev. May 2010

How to Update the Progress of an Impact Plan

1.

From the My Gallup page, click Q12 Impact Plans in the Deliverables section of the
Our Workplace area.

My Gallup page

2.

On the Q12 Impact Plans page, select the desired business unit (via the Business Unit
Navigation tool) and report period (via the Report Period drop-down list) to which the
plan belongs.

Business Unit Navigation

Report Period

Copyright 1993-1998 Gallup, Inc. All rights reserved.

Q12 Impact Plans page

Copyright 2009-2010 Gallup, Inc. All rights reserved.

Rev. May 2010

3.

From the list of plans, click the title of the plan you want to update.

4.

On the Q12 Impact Plans: Item Detail page, add your information regarding the
progress of the plan to the Follow-Up section.

Follow-Up section

NOTE: Your session will automatically end (i.e., time out) after approximately 10
minutes, at which point any unsaved work will be lost. Therefore it is important to save
your work often by clicking Save at the bottom of the page.
a. From the % Complete drop-down list, select an amount for the percentage of
progress on the plan.
b. From the Rating drop-down list, select an appropriate rating to grade the plan.
c. In the This is the progress we have made field, type a summary of
milestones and other objectives that have been accomplished.
d. In the We have made these additional commitments field, type a
description of additional aspects or unforeseen effects of the plan.
e. In the Notes field, type any miscellaneous information about the plan.
5.

When you are done updating the progress of the plan, click Save & Exit at the bottom of
the page to save your information and return to the Q12 Impact Plans page.

Save & Exit button

Copyright 2009-2010 Gallup, Inc. All rights reserved.