Create a Progress Plan

Progress Plans offer complete flexibility to design a custom framework for your company’s improvement initiatives. You can outline key areas for enhancement, track progress with multiple metrics and trends, and easily adjust strategies as needed.

This guide will walk you through every step of setting up your Progress Plan. If you already have a plan in place and wish to make changes, please click here! 

TABLE OF CONTENTS

• Create a Progress Plan
  • What does a Progress Plan consist of?
  • Instructions
• Add Surveys to the Progress Plan
  • Instructions
• Set up the Primary Metric
  • What is a Primary Metric?
  • Instructions

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Create a Progress Plan

What does a Progress Plan consist of?

Progress Plans track your improvement on a particular topic or focus area by consistently repeating a survey to trend the survey results. They are a way to contain certain surveys related to specific plan objectives. There are a few key elements of a Progress Plan: Color Code, Title, Description, Schedule, Survey Type and Content, and Audience.

Definition	Example
Color Code	Predefine the color of each Progress Plan label, to help differentiate between plans at a quick glance.
Title	What is it that you are trying to track?	Employee Benefits Satisfaction
Description	Give some more details about the Progress Plan and what you are trying to achieve with it.	"To improve employee wellbeing and enhance satisfaction and productivity in the workplace, by designing an effective benefits and recognition policy."
Schedule	When you want the survey to be sent out, how long you want the surveys to be open, and how many times you want it to repeat	Ask the survey monthly Leave the surveys open for one month each Asked over the course of 6 months
Survey Type and Content	Anonymous, Confidential, or Visible Choose which questions to ask in your survey	Recognition Survey (Scale Questions) 1. I receive formal recognition for my contributions. 2. Positive recognition is given freely at work. 3. Recognition is given in a meaningful way. 4. Recognition is delivered in a timely manner.
Audience	The users whose data you are tracking with this Progress Plan	The whole company

Instructions

To create a Progress Plan, start by clicking the green "Create Plan" button at the top of the Progress Plan page.

1. Click on the Progress Plans page in the left navigation.

2. In the Progress Plans page, click on the Create Plan button.

3. Choose the color code, name the plan and describe what you are trying to achieve with the plan.

4. Click the green Save button and your Progress Plan will be created!

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Add Surveys to the Progress Plan

Now that you have successfully set up your plan, it's time to add surveys related to the plan's objective to track and measure progress. You can connect past and future surveys within a specific progress plan. If you do not have your surveys ready yet, you can come back and add them later.

Instructions

1. In the Plan Overview page, click the Add Survey button.

2. Search for the surveys you want to include in the plan by providing the survey name(s). (You can search for multiple keywords by separating with commas.)

In this step, you can click Advanced Search to add more filters - Date or Survey Type - for targeted results.

• Date: The date when the survey was/is/to be sent. Currently, you can search for surveys up to 5 years in the past, or surveys scheduled to be sent up to 12 months in the future.
• Survey Type: Filter between Anonymous, Confidential, or Visible surveys. 

3. Click the Add button to add a survey to the Progress Plan.

4. Select which survey(s) you want to add to the plan.

In this step, you can have options to add single, parts or multiple surveys to the plan if your selecting survey is part of a repeat cadence. Of note, results from surveys in the same series will be combined in the progress plan.

• This survey only: Add selected survey only to the plan.
• This and following surveys: Add parts of the series from selected survey onwards to the plan.
• All surveys: Add all surveys in the series to the plan.

Once a survey has been added to the plan, the button status changes from “Add” to “Added”. You cannot re-add a survey which is already existing in the plan.

5. Click the Add button to add the selected surveys to your plan.

6. Use the Back link at the top of the page to view your survey data in the Plan Overview page.

In this step, you can view results of all questions in the surveys added if your surveys already have responses. Otherwise, results will be blank to wait for data collection and analysis. If you add multiple surveys to the plan, the survey name will be listed in the alphabetical order for easier screening. 

For more details about how to view Progress Plan results, please click here!

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Set up the Primary Metric

What is a Primary Metric?

Primary Metric is the leading measurement formed by a group of meaningful questions that can be used to track the progress toward your plan objectives. After you have added a survey or surveys to your plan, we encourage you to to set a Primary Metric to track the plan's progress.

A meaningful data point should meet one or multiple of the following conditions:

• Scale questions designed to measure the objectives of the plan.
• Repeatable questions that track progress over time in the same survey series.
• One-off questions to measure and gain a deeper understanding of a topic.

Instructions

1. In the Plan Overview page for your progress plan, click the Set Primary Metric button.

2. Customize the Primary Metric name, then select the questions that allow you to measure your progress effectively. In this step, it's up to you to select which questions to add to primary metric. 

( ! ) Note: Only scale or eNPS questions can be set up as the Primary Metric. The Primary Metric must comprise questions which are sent from the same survey series. Questions from other series will not be available options.

3. Click the Save button and check your Plan's progress!

When your Primary Metric has been set, the Trending chart in the Overview page will display the latest trend with up to the five most recent data points. You can click on the See details link for more historical data points.