Post-Survey Action Planning: 60-Minute Team Workshop Agenda

Post-Survey Action Planning Workshop: Goals & Outcomes

What this delivers: In 60 minutes your team will (1) review key employee survey results, (2) choose 1–3 priority drivers, (3) select 2–3 actions per driver using an impact vs effort matrix, and (4) leave with owners, dates, and success metrics—your 90-day employee engagement action plan.

Who should be in the room: Manager, 6–12 team members, optional HR partner or facilitator.

60-Minute Team Action Planning Workshop Agenda (Step-by-Step)

Use this action planning workshop agenda to keep the meeting short, focused, and outcome-oriented.

0–10 Minutes — Present Employee Survey Results to Employees

Show 3 concise visuals: driver rank, trend vs last cycle, comment themes.
Confirm purpose: we’re here to choose a few actions, not debate methodology.

Manager action planning guide (talk track):
“Thank you for the feedback. These are our top themes. Today we’ll decide two or three actions we can start this month and track for 90 days.”

10–20 Minutes — Clarify Problems & Priority Drivers

In pairs, convert themes into problem statements (“Who/What/Evidence”).
Vote to select 1–3 priority drivers (e.g., recognition, growth, communication).

Template prompt:
“Only 54% feel regularly recognized; manager item down 12 pts; comments cite ‘only noticed when mistakes happen.’”

20–35 Minutes — Brainstorm Actions

Silent write (3–5 mins) → round-robin capture → no debating yet.
Aim for behavioral actions (rituals, cadences, checklists), not just announcements.

Idea sparks: weekly 1:1 cadence; 5-minute recognition in stand-ups; role clarity checklist; internal gigs board; decision log.

35–45 Minutes — Prioritize with Impact vs Effort Matrix

Map each idea on a 2×2: High/Low Impact × High/Low Effort.
Pick 2–3 “quick wins” (high impact, low/medium effort). Park the rest.

Tie-breaker question: “Which actions change what we do every week?”

45–55 Minutes — Convert to a 90-Day Employee Engagement Action Plan

Assign owner, start date, success metric, and first milestone for each chosen action.

One-page plan (copy/paste):

Driver: [e.g., Recognition]
Action A: 5-minute recognition ritual in weekly 1:1s
Owner: [Name] • Start: [Date] • Success: ≥70% managers adopt by Week 4 (audit)
Milestone: Add ritual to 1:1 agenda template by [Date]

Action B: Peer shout-outs channel w/ monthly prompt
Owner: [Name] • Start: [Date] • Success: ≥40% monthly active by Day 60
Milestone: Launch post and first prompt by [Date]

Risks/Dependencies: [Tool access, bandwidth]
Check-ins: Weekly 10-min owners huddle; 30/60/90 updates

55–60 Minutes — Confirm Next Steps & Communications

Re-cap actions/owners/dates; schedule the first 10-minute weekly huddle.
Draft the team follow-up note (see script below).

Action Planning Workshop Materials & Prep

Materials Checklist

3 slides: driver rank, trend, comment themes
Sticky notes or digital board; impact vs effort matrix template
One-page survey action plan sheet (per driver)
Timer, Sharpies, printed agendas

Room Setup

U-shape or virtual board; screen visible to all; timebox visible.

Facilitation Guide: How to Present Employee Survey Results to Employees

Manager Script (90–120 words)

“Thanks for your candid feedback. We saw three themes: [Theme 1], [Theme 2], [Theme 3]. Today, we’ll choose two or three actions we can start this month. We’ll track progress weekly, and you’ll see updates every 30 days. Our aim is to make specific, small changes that add up in 90 days. I’ll capture our decisions and send a follow-up today with owners and dates.”

Ground Rules

Assume positive intent; focus on behaviors, not personalities.
Optimize for clarity over consensus; a good plan today beats a perfect plan later.
Timebox everything; the timer wins.

Impact vs Effort Matrix: Prioritization Framework

How to Score Impact & Effort

Impact: Expected lift on the priority driver (H/M/L) and visibility.
Effort: Time, cost, coordination (H/M/L).
Choose actions in High Impact / Low-Medium Effort first.

Impact vs Effort Matrix (Copy-Ready)

           |  Low Effort        |  High Effort
-----------+--------------------+---------------------
High Impact|  Quick Wins  ✅     |  Strategic Bets ⏳
-----------+--------------------+---------------------
Low Impact |  Nice-to-Haves 💤   |  Avoid ❌

Convert Ideas into a 90-Day Employee Engagement Action Plan

90-Day Plan Grid

Driver	Action	Owner	Start	Metric (Success)	Milestone (30/60/90)
Recognition	5-min recognition in 1:1s	A. Lee	Nov 1	≥70% managers adopt by Week 4	30: audit template; 60: spot-checks; 90: pulse +5–8 pts
Growth	Quarterly career convo script	J. Kim	Nov 5	≥60% convos logged by Day 60	30: script live; 60: logs; 90: internal gigs +25%
Communication	Monthly team update	R. Patel	Nov 7	100% teams post monthly	30: first posts; 60: reminders; 90: consistency 3/3

Pro tip: Tie leading indicators (adoption/behavior) to outcomes (pulse item lift).

Post-Workshop Follow-Up: 30/60/90 Cadence

Follow-Up Email Template

Subject: Our survey action plan—owners & next steps

What we chose: [2–3 actions]
Owners & dates: [Names & starts]
Check-ins: Weekly 10-minute huddle; 30/60/90 updates shared with team
How to help: Add ideas to the channel; volunteer for pilots

30/60/90 Dashboard

Adoption: % managers using rituals; % teams with monthly updates
Behavior: peer shout-out MAU; 1:1 completion; career convos logged
Outcome: target driver pulse up +5–8 pts by Day 90

Common Pitfalls in Team Action Planning Meetings

Too Many Priorities

Limit to 1–3 drivers and 2–3 actions per driver.

Vague Actions

Make actions observable (rituals, cadences, scripts, checklists).

No Owners or Dates

Every action gets an owner, start date, and success metric.

AIO Helper Prompts for the Workshop

AI Prompt: Comment Theme Clustering

“Cluster these open-ended survey comments into 5–7 themes; provide one example quote per theme and a suggested team-level action.”

AI Prompt: Driver Prioritization

“From this dataset (columns: item, favorable%, delta, correlation to overall), identify the top three priority drivers with rationale.”

AI Prompt: One-Page Plan Writer

“Turn these chosen actions into a one-page 90-day survey action plan with owners, dates, success metrics, and 30/60/90 milestones.”

FAQs: Post-Survey Action Planning Workshop

How many people should attend the team action planning meeting?

6–12 is ideal; larger groups slow decisions.

Should we invite executives?

No—keep it team-level. Share a summary upward.

When should we re-pulse?

At Day 60–90 on target items to verify movement.

Can we reuse this agenda quarterly?

Yes—run the same cadence after each pulse or major survey.

Need a Done-For-You Deck?

Apex Culture Strategies can analyze your survey export and build an executive-ready presentation with a 90-day employee engagement action plan, manager scripts, and a dashboard. Upload your survey to get a quote & sample slides or book a 15-minute scoping call.