Action planning guidance and manager training

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A survey isn’t worth much unless it leads to meaningful action.

After several decades as a leading provider of benchmarking and workforce surveys, we've learned a few things about organizations getting the most out of assessing their performance. Effective action plans don't just happen by chance: they are designed and implemented, they are managed and monitored, and they are given organizational support.

Asking questions is only the beginning.

After all, surveys generate a great deal of data, and the best path forward may not immediately be clear. Survey participants will be curious about the results, and they'll have expectations that their feedback will be acted on. The challenge: developing actions that involve employees and over time have the greatest impact on the organization.

Every organization is different, and we can give you as much (or as little) support as you need.

We’ve created an Action Planning Model to get the results you want, drawing on a proven multi-step methodology. We can show you specific steps that executives, HR business partners, and managers should take. And we support it all with START (Saratoga Taking Action and Reporting Tool), our proprietary online change management tool that provides managers access to their specific survey results and more. START shares action planning templates, documented leading practices, and other supporting material (such as listening questions, discussion guides, etc.). It gives you the ability to establish accountabilities, track ongoing progress, and manage action planning communications, through features that include:

  • An online, self-service site that provides access to individual manager survey results
  • Workbooks/leading practice materials on action planning processes
  • Action planning forms and templates to document action plan activities

We take a "train the trainer" approach that helps the core survey team provide consulting and analysis support as soon as results have been released. And our emphasis on manager training is completely flexible; we work with you to determine the most appropriate level of coaching. We also offer a range of post-survey strategic and tactical support: from coaching and workshops, to focus groups and training sessions, and on to developing action plans and using predictive analytics.

Our Action Planning and Manager Training services are part of a bigger picture.

Our action planning and manager training services complement all of PwC survey programs by giving your executives, HR and line managers a blueprint to create action plans that work. This reflects our broader mission: enabling our clients to make fact-based human capital decisions. From surveys and benchmarking to predictive services and people analytics strategy, we help our clients use data more effectively to create meaningful change for employees, teams, and entire organizations.


We would love to learn more about you—and learn how we might be able to help. Take the next step: click here to start a conversation.

Contact us

Nik Shah

Tax People Leader, PwC US

Scott Pollak

Principal, People & Organization, PwC US

Robert Tate

Principal, People Analytics, Financial Services, PwC US

Shebani Patel

Principal, People Analytics, Health Industries, Technology, Media and Telecommunications Industry, PwC US

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