Get your managers moving from survey results to real action, faster, and with confidence to improve employee engagement within your organization.
Overview
The Seer Manager Action Taking Journey Template is a pre-built journey designed to help managers turn survey results into meaningful action. Once your team completes a survey round, you can enable your managers to gain access to a pre-built, structured journey that guides them step-by-step through Seer, from reviewing results, to engaging their team in conversation, to following up over time.
No more starting from a blank page. This template gives you the opportunity to create a custom journey to supports managers on a clear path forward for effective action taking to improve employee engagement and performance, right out of the box.
Note: Seer / Insights access is required. The template is gated to customers with Seer enabled and will not appear for all Workvivo customers.
User Permissions: Seer Admins and Journey Admins
What's Included
The template comes pre-configured with 10 recommended steps plus 3 built-in intervals and one trigger, arranged in a logical sequence to carry managers through a full 60-day post-survey cycle:
These steps align with the SEER Framework, a structured approach to help managers drive meaningful action: Surfacing meaningful results, Exploring for deeper understanding, Engaging with their team to identify focus areas, and Responding to feedback over time to make action taking visible and felt within their teams. Your manages will be guided to:
- Review results - Prompting managers to access and digest their team's survey results.
- Have a team conversation - Structured touchpoints to help managers open up dialogue with their teams and identify focus areas for action.
- Commit to action - Steps to help managers define and communicate clear action items.
- Take 30 / 45 / 60-day follow-up actions - Built-in intervals that keep momentum going long after the initial conversation to close the loop from insight to action to impact.
Each step is pre-configured by type and sequence, so the initial journey design is already done for you.
Next is customization.
Getting Started
The Seer Manager Action Taking Journey Template is available directly inside the Journeys builder for Seer customers. Here's how to get going:
- Navigate to the Journeys builder in your Workvivo platform.
Look for template clearly labelled as Seer Manager Action Taking Journey.
Select the template to open it and begin customizing it for your team. You can tailor the audience that is included in the Journey based on membership in your space.
Next, you will customize the sequence (10 content steps + 3 intervals + 1 trigger)
In the Journey, set a Trigger based on a custom date of your choice that starts the experience. Consider using your survey completion date or when you plan to roll out survey results to managers.
Share a Message
Create a message to welcome managers to your Journey and set expectations for what will take place to support them acting on feedback to improve employee engagement.Enroll to Space
Create a Manager Action Hub Space for your managers or add content to your existing Manager Space. Consider adding helpful learning resources and guides that are custom to your organization for easy manager access.Share an Event
Use our suggested content, create your own Seer Manager enablement session, or talk to our professional services team to support you in creating a custom training to support managers as they reflect on survey results, have a conversation with their team, identify focus areas, and follow up on actions to close the insight to action loop.Share a Message
Surface Your Insights
Create a message to help managers Surface their insights in a way that is productive and impactful. With this guidance, they will identify their 3 top and 3 bottom items to consider as focus areas.Share a Message
Explore What It Means
Create a message to help managers Explore their insights further through comment analysis to uncover recurring themes and patterns. Comments also provide prescriptive ideas for improvement.Share a Message
Engage Your Team
Create a message to help your managers Engage in a positive conversation with their team to uncover what matters most to improve engagement and identify associated actions.Interval
Share a Message
Respond and Commit to Action
Create a survey to capture what your managers are focused on in action taking to Respond to feedback, enabling you to effectively plan learning resources and follow up with managers who may be stuck.Share a Message
Respond and Commit to Action
Create a message to empower your managers to share a Workvivo post or chat message with their agreed upon 1-2 focus areas and actions, making their commitments visible to the team and inviting ongoing collaboration.Interval
Share a Message
30-Day Follow Up
Create a message to empower your managers to share a Workvivo post or chat message to provide an update on survey action progress. This ensures that feedback is an ongoing conversation and not a one-time event.Interval
Share a Message
60-Day Follow Up
Create a message to empower managers to share a Workvivo post or chat message to close-out on survey commitments, including celebrating wins, highlighting what is still in progress, and what happens next. This provides an opportunity for managers to close the loop with their team and reflect on learnings as a leader.
Key Things to Know
It's yours to make your own. The template provides the structure and prompts and the content is fully customizable. This means you can use your own messaging, tone, and materials to make every touchpoint feel authentic to your organization.
The trigger date is flexible. The journey defaults to a custom date trigger, which you can set and edit to align with when your survey results are ready. Nothing is hardcoded, so you stay in control of timing.
- Seer / Insights access is required. The template is gated to customers with Seer enabled and will not appear for all Workvivo customers.