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Employee Success Plan: A Roadmap to Greater Productivity

February 27, 2023

employee success plan

Employees and HR leaders worldwide now recognize the role of professional development in employee growth and success. 

However, ensuring employee success can be challenging without the right tools and time. To prioritize their human resources, many companies have shifted their focus to employee success plans that allow them to build a loyal, engaged, and well-trained workforce.

Employee success plans help companies invest in employee growth and experience while retaining them long-term. Incorporating an employee success plan is essential to keeping employees motivated and happy. But how do you create and integrate one into your business? Let’s find out.

The plan usually includes specific and measurable goals, a timeline for completion, and steps for tracking progress. It can also outline the resources and support needed from the employer, such as training programs, mentoring opportunities, or other initiatives.

An employee success plan aims to provide clarity and direction for the employee and the employer and support growth and development. It increases employee engagement, job satisfaction, and overall organizational performance by aligning individual and organizational goals.

Why you need an employee success plan

Employees make up most of your assets. Without them, you can't really develop a product, sell the offerings, build and maintain customer relationships, and keep up with day-to-day business tasks. Essentially, employees are the lifeblood of your company.

Employee success plans show you have a vested interest in employee success. Employees show higher engagement and productivity when they feel valued at the workplace.

A more engaged workforce

A strong employee success plan makes a confident workforce more engaged in daily work. Engaged employees are naturally more productive, fully dedicated to their work, and willing to put in the extra effort to be successful.

In an engaged workforce, employees are more likely to take ownership of their jobs, be proactive in problem-solving, and have a sense of ownership of the company's success. This leads to increased productivity and better-quality work.

In addition, engaged employees tend to have higher job satisfaction and are less likely to leave their jobs. This reduces the costs associated with employee turnover and ensures continuity in the workforce.

A more educated workforce

One of the key components of an effective employee success plan is providing ample training and career development opportunities.

Employees can improve their skills and knowledge through intensive training and development opportunities, gain new perspectives, and master challenges. This, in turn, leads to greater job satisfaction, increased engagement, and improved performance.

Employee success plans can provide various training and development opportunities, including on-the-job training, classroom training, mentoring programs, and online courses. These opportunities can be tailored to each employee's specific needs and goals to ensure they receive the support and resources they need to reach their full potential.

Besides providing training and development opportunities, a success plan can provide room for growth and advancement. By setting clear goals and objectives, employees can work toward promotions or career changes and continue to improve their skills and knowledge.

A better overall customer experience

If your employees aren't happy, your customers aren't happy. When employees don't like their job, customers notice. Employee success plans nurture and train employees, resulting in a better work environment and customer experience.

By providing opportunities for training, development, and growth, employee success plans help nurture and train employees. This leads to a better work environment and improved customer service.

When employees feel supported and invested, they have a positive attitude about their work, which translates into better interactions with customers.

For example, an employee who has been trained to deal with difficult customers is more likely to face challenging situations with professionalism and patience, resulting in a better customer experience. Besides, passionate employees are more likely to do everything they can to keep their customers happy.

Employee loyalty

High employee turnover can quickly become a costly problem. Every time you hire a new employee, you invest time and money in training them. This investment is essentially a loss if it only lasts a few months.

Training, education, and other parts of an employee success plan can result in a more loyal workforce. In fact, 94% of workers say they’re more likely to stay in a job long-term when employers invest in quality training and development experiences.

Employees realize how much you care about their success. If you take steps to show them that you have a legitimate interest in their well-being, they will stay with you. That means less employee turnover and a loyal workforce you can trust.

Revenue and profitability

It all boils down to three basic rules that all businesses should remember.

  • Happy employees produce better products and customer experiences.
  • If customers like your products and service, they’re more likely to do business with you in the future.
  • Happy employees and happy customers lead to impressive company growth.

These three rules may seem very basic, and they are. However, if you consider them when running your business, they’ll improve your bottom line.

How to launch an employee success plan

Here’s how you can implement a meaningful employee success plan.

1. Collaborate with your team

Get employees' opinions on what success looks like to them. Take the time to talk to your team about the inefficiencies they've found in their jobs and what you can do to make their work more enjoyable and better.

Creating an employee success plan requires carefully assessing the current business situation and understanding where improvements are needed. An effective approach is gathering feedback from employees, customers, and other stakeholders.

Once these areas have been identified, you can incorporate suggestions to make them more efficient. For example, after employees have expressed frustration with outdated technology, you may invest in new software or hardware to streamline processes and improve efficiency.

Or, if employees have expressed concerns about workload, you can look for ways to reallocate tasks or hire additional staff to reduce burnout.

Creating an employee success plan is an ongoing process that requires continuous evaluation and adjustment. Businesses should regularly review their plan and seek feedback to ensure it remains relevant and effective.

2. Set realistic goals

Employees can’t achieve goals they don't know exist. So the first step is to set some goals. A good practice is to make the goals challenging enough but not so challenging that your employees can't accomplish them. Finding the right balance is necessary.

Consider setting realistic goals, such as:

  • Sales-based goals: Increase sales by 3% monthly.
  • Customer retention-based goals: Reduce customer churn rate by 1% monthly.
  • Customer communication goals: Contact every customer within seven days of purchase.

Goals should reflect your expectations and aspirations and meet business needs. 

3. Communicate and document the expectations

When employees don't understand what's expected of them, they struggle to achieve goals. It’s important to communicate your expectations promptly. The entire employee journey should also be documented for both new and tenured employees.

Clarify what you expect from employees in terms of productivity. Your productivity expectations should be reasonable and not discourage employees.

Additionally, document general business rules, like break times, employee fraternization, or various other parts of business operations. Make sure to communicate them clearly

4. Set clear responsibilities and accountability

Managing the responsibilities of multiple members is hard. There are various moving parts, and it’s easy to get confused. 

When employees understand their roles and responsibilities, they perform with confidence and efficiency. They know what's expected of them and have a clear vision of the goals they need to achieve. Additionally, clear responsibilities reduce the likelihood of overlapping or duplicating work, which can lead to confusion and frustration.

Accountability is also critical to an employee success plan. When individuals and teams are held accountable for their actions, they take ownership of their work and strive to achieve their goals. Accountability practices may include setting performance goals, tracking progress, providing regular feedback, and recognizing and rewarding achievement.

An organization can create a collaborative culture by establishing clear responsibilities and accountability. When everyone knows their roles and is accountable for their performance, the team can function like a well-oiled machine, with each member contributing to the success of the organization as a whole.

5. Offer regular training courses

“You learn something new every day” is more than just a cliche, especially in a business setting. Creating a learning culture takes time and effort.

Here are a few ways to impart new knowledge and train employees regularly:

  • Schedule regular training to provide employees with new knowledge and skills.
  • Offer self-paced training using learning management systems (LMS) or e-learning platforms to deliver training content in a structured way.
  • Train employees from different departments to increase their knowledge and skills. 
  • Pair a new or less experienced employee with an experienced one to learn on the job. 
  • Attend industry conferences and seminars to educate employees on new ideas and trends.

6. Incentivize success

Offer employees incentives and rewards for their achievements. Recognition-based rewards recognize employees for their contributions.

Contrary to what you might think, these rewards don't have to cost you money. They can even be free. Recognizing an employee for the week or simply showing appreciation for a job well done will surely put a smile on their faces.

To incentivize success, you can use:

  • Production bonuses
  • Education bonuses
  • Vouchers for high-performing employees
  • Additional paid time off

These are just a few ways to inspire employees.

7. Deliver on your promise

As you create plans for success, reassure employees that you care about their growth and needs. But, most of all, deliver on your promises.

  • Share in employees’ success.
  • Commit to providing appropriate training materials and regular opportunities for continued education.
  • Provide bonuses and other incentives when employees achieve their goals or important milestones.

8. Monitor performance

Creating an employee success plan can be daunting, but it's important to remember that no plan is perfect. There may be areas that need improvement or adjustments over time.

Even with thorough research and careful consideration, unexpected challenges or unforeseen circumstances can still exist. It's essential to continuously monitor your plan's progress and make necessary changes.

One way to measure performance is to identify key outcomes you want to achieve from implementing your plan. The most significant results can include, for example, increasing employee engagement, improving productivity, or reducing turnover rates.

Once you've identified key outcomes, determine how you will measure them. This could include collecting data through employee surveys, tracking productivity metrics, or analyzing turnover rates. By regularly measuring your key results, you can gain insight into how well your employee success plan performs and identify improvement areas.

9. Improve your employee success plan

Use the information you've gained from measuring your program's performance to identify and fix inefficiencies. Keep the process continuous and roll out the changes to your team timely.

Remember that changes take time to integrate into daily activities. Your team may have many questions. So make yourself available to answer their questions and help them transition to new processes.

Key takeaways for an effective employee success plan

You can do each of these separately, but creating a cohesive plan will help chart the path for your people's future success. An action plan is a roadmap to ensure each step of your employee success plan is followed.

  • Identify the areas for improvement, and set specific, measurable, attainable, relevant, and time-bound (SMART) goals.
  • Identify the actions required to achieve those goals. Break down your goals into smaller, actionable steps.
  • Assign responsibilities for each action item to specific people or teams. Make it clear what each person is responsible for and make sure everyone understands their roles and expectations.
  • Set timelines for each action item and set deadlines for completion. This helps you track progress and ensure your team moves forward.
  • Measure progress and identify areas where you perform well or need additional support or resources.
  • Communicate regularly to keep your team updated on the progress and provide feedback and support when needed.
  • Make your action plan a living document you can adjust. Regularly monitor progress and make adjustments as needed to stay on track.

Ready to build a thriving company culture that drives success? Check out some actionable tips on creating a positive and productive company culture that empowers your team and drives your business forward.

learning experience platforms
Learning made simple

Explore interactive courses, engaging content, and personalized learning paths to unlock your full potential. Use learning experience platforms to revolutionize the way you learn.

learning experience platforms
Learning made simple

Explore interactive courses, engaging content, and personalized learning paths to unlock your full potential. Use learning experience platforms to revolutionize the way you learn.

Employee Success Plan: A Roadmap to Greater Productivity See how to invest in an employee success plan to prioritize your most valuable resource: your people.
Hanni Malka Hanni Malka is the VP of Human Resources at Juno Journey. She's a highly experienced People and Organizational Transformation leader with extensive experience in change management and implementation and creating a company culture with the best business strategies.

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