Employee Engagement Action Plan - Examples & Free Template

Building a system to get employee feedback is challenging but important. But just listening isn’t enough when it comes to employee engagement. Once you know what needs to improve, how do you take action?

The solution is employee engagement action plans. These systems can help create a happier, more engaged workforce.

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In this article, we'll cover the steps to create an action plan, ideas you can use, and some real-world examples. Let’s get started!

What Is an Employee Engagement Action Plan?

An employee engagement action plan is a structured way to improve engagement. It includes specific steps to boost productivity and support employee health. These plans aim to create a positive work environment where employees feel valued, motivated, and committed to their jobs. 

This, in turn, leads to better productivity, lower turnover, and more business success.

Action plans tackle issues like low morale, lack of recognition, or few opportunities for growth. They focus on clear goals and consistent follow-through.

How to Create an Employee Engagement Action Plan

Here’s how you can build an effective plan:

1. Assess Current Engagement Levels

Start by gathering feedback through surveys, one-on-one meetings, and team discussions. Use tools like employee engagement or pulse surveys to understand what’s working and what’s not. Talk with employees to learn what could make their work experience better.

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2. Define Specific Objectives

Once you have feedback, identify the key areas to improve and set clear, measurable goals. Whether it’s better communication, more development opportunities, or more recognition, having specific goals will help guide your plan.

3. Identify Key Stakeholders

Involve leaders, managers, and HR to make sure there’s commitment from all levels of the company. Everyone should understand their role in improving engagement.

4. Develop Tailored Actions

Create a list of steps that meet your employees’ needs. For example:

  • Increase regular check-ins between managers and employees.
  • Set up recognition programs to celebrate achievements.
  • Offer training or professional development.
  • Provide flexible work options or wellness programs.

5. Communicate the Plan

Share the action plan with the whole company, explaining the goals, actions, and expected results. Transparency builds trust and shows employees that their input matters.

6. Assign Responsibilities and Set Timelines

Give each task to a specific person or team and set realistic deadlines. This helps ensure progress and accountability.

7. Monitor Progress and Adjust

Check in regularly to see how the plan is going. Use metrics like engagement scores, turnover rates, and productivity to measure success. Be ready to make changes if needed.

Example Action Plan Ideas

If you’re struggling to find solutions, here are some action plan ideas to help:

  • Kudos Day: Host a monthly event where employees publicly recognize their coworkers for hard work.
  • Job Swap Program: Let employees swap roles for a day to better understand other departments.
  • Recharge Hours: Offer time for employees to rest and recharge, promoting well-being.
  • Open Feedback Forums: Regularly hold feedback sessions where employees can share ideas.
  • Health and Wellness Challenges: Host challenges like step count contests or cooking workshops to promote health.
  • Paid Learning Days: Provide employees with paid time to focus on learning and skill development.
  • Cross-Team Collaboration Days: Bring teams from different departments together to work on projects.
  • Recognition-Based Rewards System: Set up a system where employees earn rewards for meeting goals or helping others.
  • Team-Building Retreats: Plan retreats with fun activities and workshops to strengthen team relationships.
  • Flexible Mental Health Support: Offer access to mental health resources like therapists or workshops.

Employee Engagement Action Plan Examples & Template

Here are some real-world examples of companies that have successfully used employee engagement action plans:

  • Zappos: Employees earn “Zollars” when recognized for their hard work. These can be redeemed for prizes or donations, boosting morale and peer recognition.
  • Google: Google’s hybrid work model allows employees to work from home two days a week and even "work from anywhere" for four weeks each year. This flexibility improves work-life balance and engagement.
  • Amazon: The “Upskilling 2025” program invests $1.2 billion in training 300,000 employees, showing that Amazon values career development and growth.

Meanwhile, here’s a simple employee engagement action plan template in a table format:


Action Plan Step
Details
Owner Timeline
Measurement/Success Criteria
1. Assess Current Engagement
Conduct employee surveys and one-on-one discussions to gather feedback on engagement levels.
HR Team
2 weeks
Survey completion rate, key engagement metrics identified
2. Define Objectives
Set clear goals based on feedback, such as improving communication or recognition.
HR and Management
1 week
Defined objectives with measurable targets
3. Identify Stakeholders
Engage key leaders, managers, and HR to ensure commitment and accountability.
Leadership Team
Ongoing
Stakeholder meetings held, roles clarified
4. Develop Actionable Steps
- Implement feedback loops.
- Create a recognition program.
- Offer training opportunities.
HR Team and Managers
4-6 weeks
Action steps documented and ready for execution
5. Communicate the Plan
Share the action plan with the entire organization and explain goals, steps, and outcomes.
Communications Team
1 week
Announcement made, employee understanding tested (survey)
6. Assign Responsibilities
Assign tasks to specific teams or individuals, ensuring accountability for each action item.
HR Team
1 week
Responsibilities assigned and accepted
7. Monitor and Adjust
Regularly track progress and adjust action items based on employee feedback and performance data.
HR and Management
Quarterly reviews
Engagement scores, employee feedback collected, adjustments made as needed

This template outlines the key steps, owners of each step, timelines for completion, and success criteria for tracking progress. You can adapt it based on your organization's specific needs and objectives.

Top Tools for Employee Engagement Action Plans

Creating and maintaining these action plans can be challenging. Consider using one of the following solutions to streamline the process.

PerformYard – An affordable performance management suite that also includes an employee engagement module for SMBs. It offers built-in engagement surveys covering key drivers of motivation, with real-time feedback tools that let managers quickly address problems or recognize opportunities. PerformYard’s analytics dashboard highlights trends and low-scoring areas, helping HR pinpoint issues across teams. Using these insights, managers can create targeted interventions (e.g. follow-up discussions or goals) and track improvements over time, fostering a culture of continuous engagement improvement.

Run anonymous and easy employee engagement surveys with PerformYard's intuitive platform.Learn More

TinyPulse – A lightweight pulse survey platform focused on continuous employee feedback. TinyPulse sends short, anonymous surveys on a regular basis to gauge sentiment and uncover concerns before they escalate. Intuitive dashboards visualize trends and highlight areas for improvement. Importantly, TinyPulse includes action planning tools that enable HR teams to turn survey insights into concrete initiatives. Managers can assign owners to action items, set follow-up steps, and monitor progress – ensuring feedback leads to meaningful changes in morale and culture.

Officevibe (Workleap) – A team-centric engagement tool popular with small and mid-sized businesses. Officevibe collects weekly pulse survey data and anonymous comments, giving managers real-time insight into team well-being. The platform combines customizable surveys, feedback and recognition features, and analytics to drive actionable insights. Notably, Officevibe has built-in action planning features that help leaders create and track response plans based on employee feedback. This guides managers in addressing issues – from communication gaps to workload concerns – and following through on improvements while tracking progress within the app.

Quantum Workplace – A specialized employee engagement platform offering robust survey and action-planning capabilities. Quantum Workplace provides science-backed engagement surveys with rich analytics and industry benchmarks, so organizations can measure engagement levels and identify problem areas. Beyond just surveys, it excels at closing the loop on feedback: the software includes an action planning library and even personalized engagement reports with recommended next steps for managers. HR and team leaders can develop formal action plans in the system, assign tasks or one-on-one conversations, and then monitor accountability and improvements, making sure survey results translate into real workplace changes.

WorkTango – An employee experience platform (formerly Kazoo) that is both budget-friendly and comprehensive in driving engagement. WorkTango makes it easy to gather feedback through pulse surveys and eNPS, and its advanced analytics quickly surface key themes and sentiment trends. What sets WorkTango apart is its focus on turning data into action: the platform offers AI-driven recommendations and suggested actions for improvement based on survey results. Leaders can convert these suggestions into accountable action plans with assigned owners and deadlines, all tracked within WorkTango’s dashboard. This ensures managers not only measure engagement but also follow up with concrete steps and monitor progress toward a more engaged, motivated workforce.

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