# Engagement survey action plan desk: from scores to owned actions

> For HR managers and people leaders acting on an employee engagement or pulse survey.

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’ (/help/widget-document)
- Table ‘Results’ (Team, Question, Score this year, Score last year as numbers) (/help/widget-table)
- Chart ‘Biggest changes’ (/help/widget-chart)
- Tasks ‘Actions’ with assignee and due date (/help/widget-tasks-planning)
- Calendar for listening sessions (in beta) (/help/widget-calendar)
- Contacts for team leads (/help/widget-contacts)
- Card ‘Our three commitments’ (/help/widget-card).

## Set it up

import the survey export as CSV or Excel (/help/widget-table-import); filter and group by team (/help/widget-table-filter-group); share a read-only live view with leadership if useful (/help/share-live-web-view).

## Use it day to day

review actions monthly; add the next pulse’s scores.

## Where Plexii helps

Plexii summarises themes from the comments on the desk with sources (/help/ai-assistant); Build a table with AI can propose action rows for you to review (/help/widget-table-ai).