Using Data

From Results to Action Plan

After you’ve completed the results rollout process, review the additional data you collected. Then, develop an action plan:

  • List the team’s prioritized actions.
  • Determine a timeline for implementation for each action.
  • Identify the person responsible for successful implementation of each action.
  • Provide the team with the draft 90 Day Action Plan for one last review and opportunity for feedback before implementation.
  • Implement the action plan.
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Identify Themes in Survey Results

During Results Rollout, present the 3 highest items, the 3 lowest items, and themes derived from additional comments. While reviewing comments, remember to look for productive information that can be used for improvements. Don’t focus on vague statements like “communication is poor,” seek to identify the common themes across all stakeholders surveyed.

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Measure to Provide Unmistakable Value

To illustrate to teams the value of their service, it’s critical to measure progress, gather feedback and share that information with employees and customers. Having conversations about those numbers will enable you to identify opportunities for improvement. These conversations facilitate how to get better at providing stakeholders with unmistakable value.

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Ask How to Improve Communication

Gather feedback from your employees and the community (investors, customers, people who benefit from your organization) regarding your communication. Do they receive too much communication, or too little? Are they able to understand the communication and find it relevant? What improvements do they recommend? Review the responses and tailor the organization’s communication practices to their preferences.

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Tell Stakeholders What they Want to Know

What is important to the organization’s stakeholders? Do you gather feedback from the stakeholders (the physical community that surrounds the organization, its investors, its customers, anyone that benefits from the service it provides)? Analyze stakeholder feedback to develop a plan to communicate openly with stakeholders based on the information they want to hear. Stakeholders want honest updates from the source.

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Harvest Wins from Data

One way to use data you’ve collected is to identify wins from the results and follow-up with a celebration. When you begin to review your data, start by looking for 3 wins you can pass on to your teams and celebrate.

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Use Data to Action Plan

Collecting data is meaningless if we aren’t analyzing the data for opportunities and improvements. After data has been collected, analyzed, and shared, develop an action plan using information from these discussions. Set a challenging but achievable goal. Resist the temptation to set too many goals and stick to 1-3 to focus on.

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Sharing Data

After we have gathered data, it’s important to close the feedback loop and share the results with our organization’s stakeholders, such as employees and the community. Conversations with stakeholders around the data provide opportunities to gain additional information and identify wins, gaps, and possible strategies for reducing gaps.

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Drowning in Data?

The quality of the data is much more important than the quantity. Are you collecting the data that is most important for the organization? Are you using the data that’s being collected? Align the data to the organization’s goals to focus on what matters most and eliminate unnecessary data collection.

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Use Scorecards to Communicate Purpose

Using a scorecard, help employees see how their daily actions inspire progress that leads to meaningful results. Employees are more likely to be engaged when they see how their work aligns to the organization’s mission and values.

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Develop with Specific Goals

Prepare a plan with an aspiring leader this week. It’s recommended for the professional development plan to include goals, objectives to meet those goals, criteria for completion, and a timeline. Using specific, measurable goals, rather than vague goals like “improve communication,” we can better track progress and identify areas with further development needs.

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Clarify with the Team

As we reflect on what’s working well, identify areas with opportunities for improvement, and develop the needed adjustments to actions for execution. It’s the leader’s responsibility to clarify those actions with the team. Communicate clearly about which initiatives and priorities are no longer the focus and which 1-3 areas are more important. Align the team’s actions to the desired goals, and establish the next steps and who will own those steps.


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Why Aren’t We Getting Results?

When individuals or teams aren’t reaching the intended results, schedule a reflection session to review the actions taken and areas that can be improved to achieve success. Then, develop a plan for the individual’s or team’s next steps.

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The Right Data

Collecting data has a specific purpose. The type of data collected and the tool used for collection is determined by the issue, problem, or challenge to be addressed. Start by identifying one goal that the team or organization wants to achieve. What data is needed to understand the current state, set a challenging goal, and measure the progress? Collecting the right data and using it for improvement is essential to increasing performance.

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Track Recognition

Using the recognition tracking form or a similar process, record who you’ve acknowledged and why. If you supervise others, track who recognizes who and why. This allows you to see who and what is being recognized as well as performance trends.

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Communicate Progress

The stoplight colors are an easy and quick way to communicate progress toward achieving a goal. The green, yellow, and red colors are used to show the status in relation to achieving the goals. There is at least one measure (data set) for each goal. If there is no progress towards the goal, red is used. If the goal has been reached, we used green. A stoplight chart is a simple way to monitor progress and is a great visual communication tool.

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Gathering Feedback

To obtain meaningful feedback and achieve effective prioritization, we communicate the why, what, and how before, during, and after the listening process. Explain why gathering feedback is important, what we expect from our shareholders, and how their input will be used to make decisions.

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From Feedback to Actions

Identify 1-2 specific, high-leverage next steps from stakeholder feedback that will make the biggest difference to those you serve and drive the results you aim to achieve.

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Strategy Sessions Rely on Data

It is most effective to schedule a strategy meeting after data needed to inform the work are available. We use data that informs progress toward the goal to make a judgement about how well we are executing strategic actions to accomplish the goal.

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Analyze The Process

Today, examine one process you or your team uses most frequently to eliminate extra steps and identify ways to improve. The most effective processes are simple, rather than complex, and are revisited regularly for efficiency.

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Connect by Relating

Relate, don’t compare. During every meeting and interaction this week, identify how you can transfer and implement an idea or best practice to your team.

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Objective Evaluations

Adopt and commit to an objective, measurable, leader evaluation tool and hold leaders accountable for the results.

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Transparency Changes Results

Make your stakeholders aware of the current status and the future target of your organization. Be honest and transparent to change your results. After meeting, ask stakeholders to fill out a survey or other form of written feedback.

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