University of Minnesota
Office of Human Resources

Action Planning

How To Use The Engagement Tools

What: These tools are here to support taking action in meaningful ways on feedback provided in the recent employee engagement survey.

Who: College/unit leaders are responsible for both sharing survey results throughout the unit and for creating and implementing action plans to address survey findings. HR will be assisting this process within the units.

How: Leaders work in partnership with HR, faculty and staff and Communications to:

  1. Review the college/unit report via dean/leadership team.
  2. Download their own report (all leaders who receive an emailed report).
  3. Communicate report results throughout your area, incorporating department/unit level information where appropriate. Ensure all staff and faculty have the opportunity to review their own work group’s survey results.
  4. Gather further information in key areas. For specifics to guide action planning - see the Action Planning Resource Library tools, below.
  5. Involve employees in the creation of action plans on between one to three areas of focus. Check with leadership on possible internal strategy for aligned efforts. Enter action plans into the I2A system.
  6. Encourage implementation of action plans.
  7. Report on successes and celebrate milestones; communicate and tie actions directly back to survey feedback.

Resource Library

Commitment and Dedication

Clear and Promising Direction (pdf)

  1. Mission and Vision Statements--Unleashing Purpose
  2. Introduction to Strategic Planning 
  3. SWOT Analysis--How to Perform One for Your Organization
  4. Strategic Planning Tools--Tactical S.M.A.R.T. Objective Worksheet
  5. Goal Alignment Starts at the Top 
  6. Linking Individual Performance to Organizational Goals
  7. Helping People Find the Purpose in Their Work

Commitment to Excellence (pdf)

  1. Putting a Face to the Name--The Art of Motivating Employees 
  2. How Great Leaders Inspire Action
  3. The Puzzle Motivation 
  4. Unleashing the Potential of Pride Builders

Confidence in Leaders (pdf)

  1. The Speed of Trust
  2. The Enemies of Trust
  3. What Great Bosses Know About Building Trust
  4. Building Trust in the Workplace
  5. How Do You Take Trust From Ideal to Real
  6. Leadership in the Age of Transparency

Respect and Recognition (pdf)

  1. Strategic Planning for Diversity and Organizational Change
  2. Somebodies and Nobodies--Understanding Rankism
  3. Understanding Leadership Strategies for Addressing the Politics of Diversity
  4. Rewarding Employees
  5. MIT Human Resources Employees Recognition Website
  6. Recognizing a Job Well Done
  7. Encouraging the Heart--A Leader's Guide to Rewarding and Recognizing Others
  8. The Carrot Principle

Development Opportunities (pdf)

  1. The Difference Between Coaching and Mentoring
  2. Finding a Faculty Mentor
  3. Individual Development Plans
  4. The GROW Model--A Sample Process for Coaching and Mentoring
  5. The 70-20-10 Development Model

Effective Environment

Clear Expectations and Feedback (pdf)

  1. Introduction to Performance Management  
  2. Setting Expectations
  3. Example of a Performance Expectations Conversation
  4. Identifying Opportunities to Provide Informal Feedback
  5. The Situation-Behavior-Feedback Tool (article)
  6. Situation-Behavior-Feedback Tool (job aid)
  7. Golden Rules of Goal Setting
  8. CLC Manager Guide

Authority and Empowerment (pdf)

  1. Motivation, Engagement, and Rewards
  2. Six Steps RASCI Chart

Support and Resources (pdf)
  1. Understanding Development Needs
  2. Training Courses Available to U of M Faculty and Staff
  3. Questions to Ask Before, During, and After Development Experiences
  4. Stretch Assignments for High Potential Employees
  5. Onboarding New Employees Manager's Checklist
  6. Getting New Hires Up to Speed Quickly

Collaboration (pdf)

  1. University Interdisciplinary Units
  2. Art of Participatory Leadership
  3. Wilder Collaboration Success Factors Inventory
  4. Building Bridges Across the Professions
  5. The Right Way to Collaborate
  6. Want Collaboration--Accept and Actively Manage Conflict
  7. Creating and Sustaining Authentic Partnerships With Community in a Systemic Model

Work, Structure, and Process (pdf)

  1. Six Steps RASCI Chart 
  2. Generational Research Technology
  3. Public Sector Efficiency Toolkit
  4. Risk Recalibration
  5. Design Thinking
  6. Innovation University
  7. Don't Abandon Innovation
  8. Project Prioritization
  9. A Guide for Identifying and Improving Support Processes in an Academic Environment


  1. 7 Ways Managers Can Remove the Barriers to Real Work
  2. Overcoming Barriers to Success
  3. What Makes Us Feel Good About Our Work
  4. FrameBreaking Leadership Development
  5. How to Avoid Burnout

Training Resources

Interpreting Your Engagement Survey Report

Roles and Responsibilities

E2 Roles and Responsibilities