ManageRetention

Manager follow-up booking

Books a follow-up conversation with each manager whose team scored lowest.

Part of Engagement survey follow-up

Tools

Culture Amp, Google Calendar

Outcomes

Every low score has an owner • Follow-ups happen within a week

Documentation

Instruction-ready detail below

When a survey cycle closes, <email>email each affected manager</email> the three lowest themes and <calendar>book a 30-minute follow-up</calendar> with them.

Instruction file

When a survey cycle closes, <email>email each affected manager</email> the three lowest themes and <calendar>book a 30-minute follow-up</calendar> with them.

Setup requirements

Tools

Culture Amp, Google Calendar

Trigger

7 days after a survey cycle closes

Setup time

10 minutes

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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