Engagement Strategy Record

Author(s): Jane Kouptsova , Carlene McCubbin

Use this template throughout your engagement program, starting at the planning stage and continuing through initiative implementation, to keep the high-level goals of your program in mind. The template guides you through recording the following:

  • Engagement program purpose, goals, and intended outcomes.
  • Insights from engagement survey results.
  • Key engagement program success metrics.
  • Insights from employee focus groups.
  • Departmental action initiatives plan.