🎯 Qualtrics Summit: Action Planning Guide
Two sessions: K-12 Experience + Employee Action Planning
Session 1: Simplify to Amplify — K-12 Experience
Qualtrics' new K-12 solution for systematic student & family experience listening.
K-12SurveysAI
Session 2: Demystifying Your Real Impact — Action Planning
How to move from listening to action in employee experience programs.
Action PlanningEmployee Experience
Key Insight: The Action Gap
Statistics from the presentation:
- 92% of employees say frequent feedback is important
- Only 7% feel employers act VERY WELL on feedback
- Worse to listen and act poorly than not listen at all
- Organizations who listen and act on frontline recommendations are 80% more likely to innovate
Four Action Loops
Categorize feedback into four buckets for maximum impact:
1. Immediate Response
- Tech issues, facilities problems
- HR/ethics concerns
- Use QR codes, chat in flow of work
- NOT for engagement surveys
2. Continuous Improvement
- Manager-led actions
- "I don't feel supported by my manager"
- "I have ideas to serve customers better"
- Team-level action planning
3. Process Integration
- Cross-functional issues
- Onboarding connected to satisfaction
- Example: Pre-start day calls = 17% better job satisfaction
- Cost nothing — just conversation
4. Strategic Decision-Making
- Attrition risk analysis
- Investment decisions
- Restructuring impact
- Needs C-suite involvement
Survey Design Best Practices
- 80% of questions should be actionable
- 20% can be metrics/engagement
- Align survey timing with budget/strategy cycles
- Use lifecycle-appropriate timing (not 9 months later)
- Brand surveys with leadership (CEO/CPO endorsement)
Communication Strategy: The 3x3 Method
One email isn't enough. Use three channels × three variations:
- Town hall → Team meeting → 1:1
- Email → Video → In-person
- Announce → Detail → Follow-up
Key: Communicating "no action" is still action. Tell people what you can't fix and why.
Ownership Model
- OLD: Top-down, C-suite owns
- NEW: Ground-up — employees + managers drive action
- Schedule ownership BEFORE survey launches
- Assign names to issues — changes dynamics completely
K-12 Framework: Listen → Understand → Act
- Pre-built surveys (grades 6-8, 9-12, family PreK-12)
- Pre-built dashboards with key driver analysis
- AI-powered text analytics
- Video feedback option
- Automated text analytics builds topic models in minutes
Key Quotes
- "It takes 3 years to erase the impact of one bad interaction"
- "The answers are already with the people — you don't need to search elsewhere"
- "Focus on the two extremes: good action & great action increase intent to stay"
- "1% better every day = substantial improvement over time"
Technology Tools Mentioned
- Qualtrics AI Response Tasks
- Automated Text Analytics
- Video Feedback with transcription
- Digital Experience Analytics (website behavior)
- Embedded data (connect surveys to SIS)
Final Takeaways
- Design strategy with action in mind first, then technology
- Shift from engagement to experience
- Ask right questions at the right time
- Constant dialog > one big email
- Build culture of change, enhance with tech (don't replace)