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Analyze and Act on Engagement Data

Avoid analysis paralysis with a timely and tailored approach to action planning.

  • Lack of action leads to lack of trust. Cynicism can develop around engagement if action isn’t taken and detract from future engagement initiatives. For action to be effective, leadership needs to own it.
  • However, “The executive leadership team acts on employee feedback” is the fourth lowest scoring question out of 63 from McLean & Company engagement surveys (N=244,519). Launching an engagement survey is like pulling the pin on a grenade. If you’re not prepared to act, be prepared for the consequences.

Our Advice

Critical Insight

  • The most critical part of engagement happens post survey, yet organizations are often struck by analysis paralysis.
  • To avoid cynicism, cascade the analysis of survey results and tailor the approach for timely, targeted, and relevant engagement action planning.

Impact and Result

  • Bridge the gap between survey launch and action by:
    • Analyzing the results: Identify organizational priorities and determine the right approach to analyzing results and action planning for your organization. Analyze and communicate the results to stakeholders and define their roles.
    • Developing insights and actions: Determine the right approach to developing insights and actions and equip managers to conduct qualitative analysis.
    • Building and implementing action plans: Identify initiatives that have the highest impact on organizational priorities, set timelines and task owners, and track progress using McLean & Company templates and tools.

Analyze and Act on Engagement Data

2. Develop insights and actions

Determine the right approach to developing insights and actions and equip managers to conduct qualitative analysis.

3. Build and implement action plans

Identify initiatives that have the highest impact on organizational priorities, set timelines and task owners, and track progress using McLean & Company templates and tools.

Employee Engagement

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How to complete this course:

Use these videos, along with the Project Blueprint deck above, to gain an understanding of the subject. Start with the Introduction, then move through each of the Course Modules. At the end of each Module, you will be required to complete a short test to demonstrate your understanding. You will complete this course when you have completed all of the course tests.

  • Number of Course Modules: 5
  • Estimated Completion Time: 1.5 hours

Learning Outcome

Learners will be able to develop an engagement program strategy that drives engagement success, select effective metrics and qualitative information to translate engagement data into insight, and guide managers in engagement action planning.

Learning Objectives

By the end of this course, learners will be able to:

  • Develop an engagement strategy for impactful results
  • Analyze results and uncover insights to set engagement priorities
  • Prepare leaders to drive engagement in their interactions
  • Build and implement action plans

All of our McLean Academy courses have closed captioning available. To turn this function on, click on the C.C. in the bottom right corner of the video screen and click "English" on the options that pop-up.

Course Modules

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Employee Engagement Introduction: Employee engagement is more than just a survey

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Employee Engagement Module 1: Determine your engagement strategy

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Employee Engagement Module 2: Analyze data to uncover insights

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Employee Engagement Module 3: Prepare managers to drive engagement

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Employee Engagement Module 4: Act on engagement

Workshop: Analyze and Act on Engagement Data

Workshops offer an easy way to accelerate your project. If you are unable to do the project yourself, and a Guided Implementation isn't enough, we offer low-cost onsite delivery of our project workshops. We take you through every phase of your project and ensure that you have a roadmap in place to complete your project successfully.

Module 1: Prepare an Engagement Strategy

The Purpose

  • Define workforce engagement.
  • Determine survey communication strategy.

Key Benefits Achieved

  • Set definition for organizational engagement.
  • Communication plan determined.




Define what an engaged workforce means for your organization.

  • Identified engagement maturity; defined purpose, goals, and outcomes.

Plan and prepare survey communication.

  • Communication plan determined.

Module 2: Plan for Data Collection and Insight Mining

The Purpose

  • Identify metrics.
  • Determine collection methods for qualitative data.

Key Benefits Achieved

  • Metrics have been determined.
  • Collection methods decided.




Identify additional metrics.

  • Additional metrics set.

Identify qualitative data collection methods.

  • Determined data sources and collection methods.

Module 3: Move From Numbers to Insight

The Purpose

  • Analyze survey results and identify insights.

Key Benefits Achieved

  • Engagement drivers are set.
  • Insights are determined.




Analyze engagement survey results.

  • Priority engagement drivers identified.

Identify engagement insights.

  • Engagement story finalized.

Module 4: Drive Action

The Purpose

  • Determine and prioritize initiatives.
  • Create action plans.

Key Benefits Achieved

  • Initiatives determined and put in a priority sequence.
  • Detailed action plans are created.




Identify engagement driver initiatives.

  • Engagement driver initiatives determined.

Prioritize initiatives.

  • Priority initiatives identified.

Create initiative action plans.

  • Detailed action plan for priority initiatives created.

About McLean & Company

McLean & Company is an HR research and advisory firm providing practical solutions to human resources challenges via executable research, tools, diagnostics, and advisory services that have a clear and measurable impact on your business.

What Is a Blueprint?

A blueprint is designed to be a roadmap, containing a methodology and the tools and templates you need to solve your HR problems.

Each blueprint can be accompanied by a Guided Implementation that provides you access to our world-class analysts to help you get through the project.

Need Extra Help?
Try Our Guided Implementations

Get the help you need in this 3-phase advisory process. You'll receive 6 touchpoints with our researchers, all included in your membership.

Guided Implementation #1 - Analyze results
  • Call #1 - Discuss approach to engagement analysis and action planning.
  • Call #2 - Review analysis of survey results.

Guided Implementation #2 - Develop insights and actions
  • Call #1 - Discuss selection of methods for qualitative analysis.
  • Call #2 - Review uncovered insights.

Guided Implementation #3 - Build and implement action plans
  • Call #1 - Discuss initiatives and prioritization.
  • Call #2 - Review initiative profiles.


  • Ria Emsley, Human Resource Manager, AVVO
  • Andy Donovan, HR Manager, Frankenmuth Insurance
  • Andrew Drake, Organizational Effectiveness Specialist, North American Partners in Anesthesia (NAPA)
  • Michelle Pyram, Director, Human Resources, Board of Education Retirement System (BERS)

Search Code: 80420
Published: April 11, 2016
Last Revised: August 11, 2020