After? Moving to action

1. Analyze your results (in Zest, with the help of the Lab team if needed)

2. Identify your strengths and priorities for action.

3. Discuss global and localized results with your employees – start thinking about causes and solutions…

4. Co-build an action plan with your employees – the issues were raised by them!

From feedback to progress: let’s take action!

Phase 1:

Results analysis

• Identify strengths to highlight to the team.

• Identify areas for improvement (lowest-rated questions, gaps compared to company average, evolution compared to the last survey).

• Focus on action priorities, justified by survey results.

• Use open comments to enrich the

Phase 2:

Discussion with the team

• Organize a collective discussion moment (team meeting, dedicated time).

• Present results in a clear and transparent way.

• Involve the team in analysis and solution finding.

Phase 3:

Co-building the action plan

• Select 1 to 2 priorities among identified topics.

• For each priority, define one (or more) simple, realistic, and measurable actions.

• Identify an owner and a deadline.

• Define a success indicator.

Phase 4:

Progress tracking

• Integrate follow-up into existing rituals (team meeting, monthly check-in…).

• Communicate regularly on progress and concrete results.

• Stay agile: if an action doesn’t work, adjust it.

• Close the plan once actions are completed: quick review & recognition of efforts

Create an action plan in Zest

Step 1/4: Topic

• Access action plan creation from the results analysis page.

• This action plan is an objective you set for one or more employees.

• Define the objective with a title and a description, as well as start and end dates.

• Add tags (ask your Zest SuperAdmin to create new ones), which will help you organize and search your objectives in Zest.

Step 2/4: Stakeholders and visibility

• Define an owner for this action: this person can modify the objective/action plan, update progress, and request feedback.

• Define contributors: these people can modify tasks and their progress. Note that contributors must accept the invitation to access it.

• Change the visibility status:

• Private: only the owner and contributors can access it.

• Shared: other people besides the owner and contributors can access it.

• Public: the whole company can access it for alignment purposes.

Step 3/4 Alignment*

• Link this objective to your team.

• Align with a parent objective: the objective you are creating becomes a child objective.

• Allow other objectives to align with this one.

This step is optional and only if enabled by your SuperAdmin

Step 4/4 Tasks

• Add tasks to the objective, corresponding to the actions of the action plan.

• Assign responsibility to employees (owner or contributors) who lead the execution collaboratively.

• Customize the progress scale if needed.

Manage your action plan in Zest

Access my action plan from the Objectives feature:

• My objectives: find objectives where you are owner or contributor.

• My organization: find objectives linked to your scope (team/department/location)

• All: find all objectives you have visibility on.

• Edit objective information (title, description, dates, etc.) if needed.

• Track progress and activity of the objective and its associated tasks.

• Update progress of the objective and tasks by dragging the cursor, and add comments to provide more context.

• Close tasks once completed.

Recommendations by scope:

• 2 to 3 action plans (“Objectives”) max.

• 2 to 3 actions (“Tasks”) max. per action plan (“Objective”)

Roles per action plan to create:

• Objective

• Owner: Director

• Contributor: QVCT representative

• Objective task(s)

• Responsible: Manager or employee within the scope, to be assigned per task

Visibility per action plan to create:

• “Shared”? (vs private / public)

• Department admin (Directors + QVCT representatives)

• SuperAdmin (Virginie and Karima)

• Global view