Creating an Action Plan

The Action Plan will assist your team in using Experience data from Pre, Post, or Check-In reports to enhance program effectiveness.

If you've already completed Reflection Worksheets with your team, retrieve them, as they'll be used to map out your plan. If not, head to the Experiences section of a Hello Insight report and collaborate with your team to complete the Reflection Worksheet, then utilize them to craft an Action Plan.

Download an Action Plan: