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Introduction to Action Plans

Turn insights from your surveys into concrete actions, assign responsibilities, and track progress directly in Woba.

What are Action Plans?

Action Plans help you go from insight to action.

Here, you can create and collect concrete initiatives based on your results, assign responsible persons, set deadlines, and track status across the organization.

At the same time, you can use Woba’s research-based Recommendations as inspiration for relevant initiatives.


How to find Action Plans

  1. Log in to Woba Suite

  2. Select Action Plan in the menu on the left

  3. Select the relevant survey and department

  4. Select Overview

You will now see an overall overview of your action plans.

INSERT SCREENSHOT – ACTION PLAN OVERVIEW


What can I see in Overview?

Under Overview, you can follow the organization’s active action plans and quickly see how far you have progressed with the different initiatives.

You can see, among other things:

  • Action plans and initiatives

  • Target group

  • Priority

  • Timeline and deadlines

  • Status

  • Goals

  • Responsible persons

  • Progress in the individual areas

At the top, you also get an overall status overview, so you can quickly see how many actions are, for example, In Progress, Completed, or Overdue.

You can use filtering and search to find specific actions or focus on the action plans that are relevant to you.

See how Filtering works here.


Create a new Action Plan

Click Add New Action Plan when you want to create a new action plan.

The action plan can be used to describe what you want to improve, who is responsible, and how you will follow up on the initiative.

INSERT SCREENSHOT – ADD NEW ACTION PLAN


Find inspiration in Recommendations

Under Recommendations, you will find Woba’s research-based recommendations, which can be used as inspiration for your initiatives.

The recommendations are divided into the following areas:

  • Physical work environment

  • Psychosocial work environment

  • Well-being

  • Pain

  • Food & habits

  • Personal growth

  • Health

  • Stress

  • Body & movement

You can search the recommendations or select an area to find content that is relevant to your results.

INSERT SCREENSHOT – RECOMMENDATIONS


From insight to action

A good action plan starts with understanding the results and selecting the areas where an initiative can make the greatest difference.

See here what a simple process could look like:

  1. Review the results from the survey

  2. Identify relevant focus areas

  3. Involve employees in the dialogue

  4. Find inspiration under Recommendations

  5. Create concrete action plans

  6. Assign responsibilities and deadlines

  7. Continuously follow up on status and progress

In this way, action plans become an active tool for turning employee feedback into concrete improvements in the organization.

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