Team Engagement

Action Plan
A Resource Guide for UCSF Managers

Whats in this Guide

Why / Context and Rationale for Employee Engagement Page 3

What / Employee Engagement Action Planning Process Page 4

How / Developing and Implementing an Action Plan Page 5

See the Gallup Survey Manager Instruction Sheet for step-by-step instructions.
It is available on http://greatmanager.ucsf.edu/.

Context and Rationale

THE METRIC EMPLOYEE ENGAGEMENT
Research by Gallup and others shows that engaged employees are more
productive. They are also happier with their work, more committed to the
organization and more resilient to external pressures .

USING RESULTS TO DEVELOP A STRATEGY AND PLAN

The survey data provide an opportunity for you and your team to interpret the
results and strategize ways to improve individual and team engagement. From
these strategies an engagement plan can be created to drive increased
engagement of the group.

QUARTERLY CHECK-INS
In order to ensure that engagement strategies are effectively implemented and
that the impact of this implementation is improving engagement, the team should
meet quarterly to evaluate the plan and its impact.

Team Engagement
Action Planning Process
1. Review Results
Ask what are our strengths?
Focus on where would we like
to improve?

3. Hold Quarterly Check-ins

How have we progressed since we
implemented strategy?
What else do we need to do to improve
in this area?

Schedule quarterly check-in sessions

where you evaluate impact of efforts
and make necessary adjustments to
ensure achieve desired outcomes

Go to https://galluponline.com to view
your results (use the login and
password send to you from
gohelp@gallup.com and go to My
Latest Q12 Reports)

2. Discuss Results and Develop a Plan

with Your Team
Discuss why measuring engagement.
Identify what specific strategies would
increase engagement.
Ask how can we best implement these
strategies.
Prepare for the planning process by going to
https://galluponline.com and click on Library
for advice/instructions. Hold one or more
discussions/planning processes with team.

Team Engagement
Action Plan
Area of
Improvement*

Plan

Follow-up
(3 months)

Follow-up
(6 months)

Q12 Item
or
Engagement
Hierarchy Quadrant
(basic need,
individual
contribution,
teamwork, growth):

What we will do:

Progress made to
date:

Progress made to
date:

What we need to do
more of, better or
differently to achieve
success:

What we need to do
more of, better or
differently to achieve
success:

What success will

look like:

Who will do what by

when:

Clear progress
should be made by
this date:
* Identify one or more
areas of improvement
and do a plan for each