Create a Progress Plan

Want to learn more about how to review the results of your Progress Plans? Click here!

As an Admin, you can use Progress Plans to help you consult and advise senior leadership on issues and best practices. Progress Plans provide you a framework for declaring what your company plans to improve upon, how you plan to improve upon it, and how you will know if you are successful.

Create a Progress Plan

What does a Progress Plan consist of?

Progress Plans track your improvement on a particular topic or focus area by consistently repeating a survey to trend the survey results. There are a few key elements of a Progress Plan: Title, Description, Schedule, Survey Type and Content, and Audience.


DefinitionExample
TitleThe topic or focus area of the Progress PlanRecognition Survey
DescriptionWhy did you choose to trend this survey?Our annual engagement survey revealed that many employees do not feel properly recognized for the work they do. We are making a concerted effort to change this over the next 6 months and, therefore, we will send a “Recognition" survey each month and trend the results to ensure we are actually making progress.
ScheduleWhen you want the survey to be sent out, how long you want the surveys to be open, and how many times you want it to repeatAsk the survey monthly

Leave the surveys open for one month each

Asked over the course of 6 months

Survey Type and ContentAnonymous, Confidential, or Visible
Choose which questions to ask in your survey

Recognition Survey (Scale Questions)

1. I receive formal recognition for my contributions.

2. Positive recognition is given freely at work.

3. Recognition is given in a meaningful way.

4. Recognition is delivered in a timely manner.

AudienceThe users whose data you are tracking with this Progress Plan The whole company

Instructions

To create a Progress Plan, you will want to set up the schedule, create the survey that will be sent out, and confirm that the Progress Plan details are correct.

1. Click on the Progress Plans page in the left navigation.

2. In the Progress Plans page, click on the Create Plan button.

3. Choose if you would like to use one of our TINYpulse-created templates or if you want to create your own Progress Plan.

If you choose to create a New Plan, you will need to name the Progress Plan, give it a description, and add an emoji to characterize it.

*Please note: there are different steps if you create your own New Plan or use one of our TINYpulse Recommendation templates. When creating a new Plan, you will also need to choose which questions you would like to ask.*

4. Set the date and time for the first survey in the Progress Plan and how often you want the surveys to repeat.

You can change the details of the schedule at any point after creating your Progress Plan.

5. Choose which type of survey you would like to send out: Anonymous, Confidential, or Visible.

To ensure the confidence of your users, you can only update the type of survey before the first survey has gone out. Once the first survey has gone out, you will be required to send the same type of survey. If you would like to use a new survey type for your Progress Plan you will want to create a new Progress Plan.

6. If you have not chosen to use one of our TINYpulse-created Progress Plan templates, select which survey you want to send out. You can use one of our TINYpulse-provided Flexible Survey templates or create your own survey from scratch. For more information on how to create a survey from scratch, click here.

Because Progress Plans are meant to track qualitative data over time, we recommend that you mostly use Scale questions when creating your survey, as Boolean, Multiple-Choice, and Open Text questions cannot be tracked in the Progress Plans graph - the results from these question types will only be visible in the survey Responses page.

*Please note, you cannot edit your survey questions after the first survey has been sent out.*

7. Choose the audience of users that you would like to send your surveys to.

You can edit the audience of the Progress Plan at any time, but this is not something that we recommend doing. In order to see the most accurate trending scores over time, it is best to use the same sample size and survey audience.

8. If you have not chosen to use one of our TINYpulse-created Progress Plan templates, you can customize what the email notification for the surveys will say.

9. After you set all of the details for the Progress Plan you will have a chance to review and confirm it before saving it. 

If you want to make any changes, you will want to navigate to previous steps and make updates on the Progress Plan editing pages. 

If everything looks good, click on the Save button and the Progress Plan will be active!

Want to learn more about how to review the results of your Progress Plans? Click here!

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