Desk template · HR managers and people leaders acting on an employee engagement or pulse survey.
Engagement survey action plan desk: from scores to owned actions
results by team and question in a Table, a Chart that shows where scores moved, and every action as a task with an owner and a date — with listening sessions on the calendar — so the survey ends in a few committed actions rather than a slide.
What goes on the desk
- Document ‘Results summary’ (widget document)
- Table ‘Results’ (Team, Question, Score this year, Score last year as numbers) (widget table)
- Chart ‘Biggest changes’ (widget chart)
- Tasks ‘Actions’ with assignee and due date (widget tasks planning)
- Calendar for listening sessions (in beta) (widget calendar)
- Contacts for team leads (widget contacts)
- Card ‘Our three commitments’ (widget card).
Set it up
import the survey export as CSV or Excel (widget table import); filter and group by team (widget table filter group); share a read-only live view with leadership if useful (share live web view).
- Create a desk named for the real outcome, client or deadline.
- Add the suggested widgets and rename each one for the job it performs.
- Bring in the existing files or tables before inventing another copy of the information.
- Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.
Open this desk in the interactive demo
Use it day to day
review actions monthly; add the next pulse’s scores.
A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.
A worked starting point
Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.
Where Plexii helps
Plexii summarises themes from the comments on the desk with sources (ai assistant); Build a table with AI can propose action rows for you to review (widget table ai).
Keep in mind. no claims about engagement outcomes; example scores fictional.