Common use of Action Planning Clause in Contracts

Action Planning. For each performance indicator, an owner will be identified by each Thematic Partnership who will take responsibility for completing an action plan to support the delivery of the sub- outcome. The owner will also ensure that the action plan is successfully implemented. The owner may be an individual partner or a group of partners. All activities must be clearly defined at the outset, and the tools, knowledge and skills must be made available to the partner agencies to allow effective delivery of outcomes to take place. A matrix will be established to define agreed tasks and activities. Refer to Appendix 2 for a typical matrix that will be used by each Thematic Partnership for planning tasks and activities. When activities are not impacting on performance targets, then the corrective actions and re- scheduling of activities will need to be commissioned by Thematic Partnerships and undertaken by the relevant partner agency. Based on the Target/Accountabilities Matrix in Appendix 2, detailed action plans will need to be developed. Once complete, Thematic Partnerships should assign responsibility to a Lead Officer to test the reasonableness of all action plans under the direction of the partnership. The Action planning process consists of five steps: • Step 1 - Establish baselines and targets for each performance indicator. • Step 2 - Understand the story behind the baselines and the challenge ahead. • Step 3 - Establish which partners will have a role to play • Step 4 - Carry out an options appraisal. What works? • Step 5 – Produce an action plan and budget. Action plans must be developed using the principles of SMART action planning i.e. Specific Measurable, Achievable, Realistic and Time Bound. Financial planning needs to link with action planning, and action plans need to affordable taking account of relevant mainstream budgets, aligned funds, and pooled funds. Thematic Partnerships will recommend allocations of pooled funds to lead partners towards activities that support outcomes and targets. Lead partners need to develop these into budgets that support activities in action plans, and include these alongside action plans. Budgets should be supported by a note of key assumptions and landmarks that will support the monitoring of spend and progress. Budgets supported from pooled funds need to be identified and monitored separately. Most outcomes in the LAA rely substantially on mainstream budgets and aligned funds. Partners should take account of activities supporting the LAA when setting their budgets. Partners should confirm to the Thematic Partnership what specific allocations they are making from other funding sources for activities, and that other activities are achievable from their budgets.

Action Planning. For each performance indicatorExecutive Action Planning Workshop (onsite) Design and deliver a half-day (3-hour), an owner onsite action planning workshop for Executive Team or Key Stakeholder group. Delivery Team Responsibilities Design and facilitate a half-day (3-hour), onsite collaborative action planning session, based on Customer dashboard results. Hold up to 2, virtual 60-minute planning sessions with Customer to scope and align on objectives and outcomes of the workshop. Provide a 60-minute follow-up call, 1 - 2 weeks post workshop, to check-in on Customer progress and coach through issues Customer Responsibilities Provide relevant inputs as requested by Qualtrics for review. Arrange for and communicate applicable onsite logistics Action Planning: Guided Action Plan Management Guided Acton Plans creates a closed-loop system with employee feedback, giving every leader and manager the power to drive impact in areas employees care about most. Delivery Team Responsibilities Import guided-action-planning content for up to seventy (70) questions and up to twenty (20) categories into one (1) dashboard, in English only. Complete up to two (2) reviews per dashboard. Provide guided-action-planning content which maps to standard XM Solution questions, as outlined in the Action Planning Basics deliverable in Schedule 1. Provide guided-action-planning content as outlined in the Action Planning Custom Toolkit deliverable in Schedule 1. Provide up to one (1) hour training for up to five (5) admins on how end users will use the Guided Action Planning tool and how to train end users to use it. Customer Responsibilities Provide guided-action-planning content (mapped to questions) to be uploaded into the dashboard. Ensure imported guided-action-planning content in Qualtrics is reviewed and was imported correctly, according to agreed upon project scope and timeline. Communications Plan Design (Essential) Qualtrics will review and provide light recommendations on one Delivery Team Responsibilities Review Customer communications for pre-existing survey program, including: survey invitations, reminders, instructions, and campaign content. Provide recommendations and minor edits on communications and messaging for survey: invitations (1), reminders (2), survey instructions (1), and run 1 round of revisions; no existing survey program communications plan. new or custom messaging will be identified created. Customer Responsibilities Provide relevant inputs as requested by each Thematic Partnership who Qualtrics for review. Communications Plan Design (Professional) Qualtrics will take responsibility review and provide recommendations to all communications content and plan for completing an action one survey program. Delivery Team Responsibilities Review historical Customer communication and change plan including: survey invitations, reminders, instructions, FAQs, and campaign content. Provide recommendations and changes on communications and messaging for survey: invitations (1), reminders (2), survey instructions (1), FAQs, and run 2 rounds of revisions. Provide best practice guidance on running survey campaigns Customer Responsibilities Provide relevant inputs as requested by Qualtrics for review. Communications Plan Design (Transformational) Qualtrics will facilitate a 2- hour onsite collaborative communications planning session and provide review and recommendations to support all communications content and plan for one survey program. Delivery Team Responsibilities Design and facilitate a 2-hour onsite collaborative communications planning session. Develop one communications plan in partnership with Customer, based on planning session and run 2 rounds of revisions on the delivery overall plan. Review historical Customer communication and change plan including: survey invitations, reminders, instructions, FAQs, and campaign content. Provide recommendations and changes on communications and messaging for survey: invitations (1), reminders (2), survey instructions (1), FAQs, and run 2 rounds of revisions on all messages. Provide best practice guidance on running survey campaigns Customer Responsibilities Provide relevant inputs as requested by Qualtrics for review. Arrange for and communicate applicable onsite logistics Dashboard Design Dashboards can be used to share the results of ongoing research programs by mapping one or more data sources into dynamic visualizations. Qualtrics will design a dashboard configuration for this project based on best practices and program objectives. Delivery Team Responsibilities Conduct a design workshop with Customer to create dashboard content and layout according to best practices and program objectives. Review historical surveys and data from Customer to be used as input for design. Review survey design content as it pertains to dashboard design. Review additional Customer documentation that is important to the dashboard design. Create dashboard design for this program. Conduct two (2) rounds of design revisions. Customer Responsibilities Participate in design workshop. Provide relevant information as pertaining to survey and previous reporting mechanisms. Directory Import Automation With Directory Import Automation, you can automate the pulling of HRIS records into your employee directory. Delivery Team Responsibilities Provide assistance to the Customer covering the configuration and setup of one (1) Employee Directory Import using either Qualtrics File Service (QFS) API endpoint or SFTP connector with Customer-hosted SFTP server. Provide documentation related to Qualtrics File Service (QSF) and SFTP Connector. Provide guidance and assistance in configuration, testing and troubleshooting of: • File processing rules • Scheduling (hourly, daily, weekly) • PGP encryption Provide up to one (1) hour training for up to five (5) admins on this functionality. Customer Responsibilities If using SFTP connector, Customer will provide their own SFTP server. (Qualtrics-hosted SFTP service must be scoped and purchased separately.) Acquire any necessary login credentials before import is scheduled. Provide a properly structured CSV file for import. Set up additional imports if more than one is required. DKIM Setup DKIM is one of the sub- outcome. The owner will also ensure that industry standards for authorizing and authenticating the action plan is successfully implemented. The owner may be an individual partner or a group of partners. All activities must be clearly defined at the outset, and the tools, knowledge and skills must be made available to the partner agencies to allow effective delivery of outcomes to take place. A matrix will be established to define agreed tasks and activities. Refer to Appendix 2 for a typical matrix that will be used by each Thematic Partnership for planning tasks and activities. When activities are not impacting on performance targets, then the corrective actions and re- scheduling of activities will need to be commissioned by Thematic Partnerships and undertaken by the relevant partner agency. Based on the Target/Accountabilities Matrix in Appendix 2, detailed action plans will need to be developed. Once complete, Thematic Partnerships should assign responsibility to a Lead Officer to test the reasonableness of all action plans under the direction validity of the partnershipemail messages. The Action planning process consists of five steps: • Step 1 - Establish baselines and targets Delivery Team Responsibilities Generate a unique Custom DKIM key for each performance indicatorconfigured domain. • Step 2 - Understand Customer Responsibilities Configure the story behind DNS record with the baselines and DKIM key to complete the challenge ahead. • Step 3 - Establish which partners will have a role to play • Step 4 - Carry out an options appraisal. What works? • Step 5 – Produce an action plan and budget. Action plans must be developed using the principles of SMART action planning i.e. Specific Measurable, Achievable, Realistic and Time Bound. Financial planning needs to link with action planning, and action plans need to affordable taking account of relevant mainstream budgets, aligned funds, and pooled funds. Thematic Partnerships will recommend allocations of pooled funds to lead partners towards activities that support outcomes and targets. Lead partners need to develop these into budgets that support activities in action plans, and include these alongside action plans. Budgets should be supported by a note of key assumptions and landmarks that will support the monitoring of spend and progress. Budgets supported from pooled funds need to be identified and monitored separately. Most outcomes in the LAA rely substantially on mainstream budgets and aligned funds. Partners should take account of activities supporting the LAA when setting their budgets. Partners should confirm to the Thematic Partnership what specific allocations they are making from other funding sources for activities, and that other activities are achievable from their budgetssetup each time each domain MX record is configured.