OLIVER Peakon Action Planning Tool

A comprehensive React application designed to help managers create structured, data-driven action plans to improve team engagement based on Peakon survey data and industry benchmarks.

Overview

This tool assists managers in analyzing employee engagement drivers, identifying areas for improvement, and creating actionable plans with clear timelines and success metrics. The application uses True Benchmark® data to provide intelligent recommendations and automatically suggests when HR Business Partner (HRBP) or Learning & Development (L&D) support may be required.

Key Features

🎯 Driver Analysis & Scoring

• 15 Engagement Drivers: Accomplishment, Autonomy, Environment, Freedom of Opinion, Goal Setting, Growth, Management Support, Meaningful Work, Organizational Fit, Peer Relationships, Recognition, Reward, Strategy, and Workload
• Intelligent Scoring: Automatic priority level assignment based on current scores
• Benchmark Comparison: Real-time comparison against True Benchmark® industry standards
• Score Gap Analysis: Clear visualization of improvement targets

📊 Smart Recommendations

• Evidence-Based Interventions: Curated activity suggestions for each engagement driver
• Performance Context: Team performance compared to organizational and industry benchmarks
• Risk Assessment: Automatic severity analysis with escalation triggers
• Priority Mapping: Critical (1-4), Improvement Needed (5-6), Maintain/Enhance (7-8), Leverage Strengths (9-10)

🤝 Partnership Intelligence

• HRBP Trigger Detection: Automatic identification when HR Business Partner support is recommended
• L&D Integration: Built-in Learning & Development intake form integration
• Support Recommendations: Context-aware suggestions for required organizational support

📅 Structured Action Planning

• Three-Tier Timeline: Quick wins (1-2 weeks), medium-term actions (1-2 months), long-term initiatives (3-6 months)
• Success Metrics: Pre-defined tracking metrics with customizable targets
• Review Scheduling: Built-in review date tracking and reminders

📋 Report Generation

• Comprehensive Reports: Detailed action plan reports with risk assessment
• Multiple Formats: PDF and Markdown export capabilities
• Professional Presentation: Formatted reports suitable for leadership sharing

💾 Plan Management

• Save & Track: Persistent storage of multiple action plans
• Plan Library: Easy access to previously created plans
• Status Monitoring: Visual indicators for plan priority levels

Technology Stack

Frontend Framework

• React 18 with TypeScript
• Vite for development and build tooling
• Tailwind CSS for styling with custom design system

UI Components

• Radix UI primitives for accessibility and interaction
• shadcn/ui component library for consistent design
• Custom component architecture with Card, Tabs, Forms, and Dialog systems

Document Generation

• pdfmake for PDF report generation
• Showdown for Markdown to HTML conversion
• Custom styling for professional report formatting

Development Tools

• TypeScript for type safety
• ESLint for code quality
• PostCSS and Autoprefixer for CSS processing

Project Structure

src/
├── components/ui/          # Reusable UI components
│   ├── button.tsx         # Button variants and styles
│   ├── card.tsx           # Card layout components
│   ├── input.tsx          # Form input components
│   ├── tabs.tsx           # Tabbed interface
│   ├── dialog.tsx         # Modal dialogs
│   └── ...                # Additional UI primitives
├── lib/
│   └── utils.ts           # Utility functions (classname merging)
├── App.tsx                # Main application component
├── main.tsx               # Application entry point
└── index.css              # Global styles and theme variables

Getting Started

Prerequisites

• Node.js (version 18 or higher)
• npm or yarn package manager

Installation

1. Clone the repository

   git clone <repository-url>
   cd peakon_action_plan
   

2. Install dependencies

   npm install
   

3. Start development server

   npm run dev
   

4. Build for production

   npm run build
   

Available Scripts

• npm run dev - Start development server with hot reload
• npm run build - Create optimized production build
• npm run lint - Run ESLint for code quality checks
• npm run preview - Preview production build locally

Usage Guide

Creating an Action Plan

1. Select Driver: Choose from 15 engagement drivers
2. Enter Scores: Input current score and review auto-populated target from True Benchmark®
3. Add Insights: Include key themes from Peakon comments
4. Review Recommendations: Examine suggested interventions and current performance context
5. Configure Support: Select triggers for HRBP and L&D partnership
6. Plan Actions: Define quick wins, medium-term, and long-term initiatives
7. Set Metrics: Establish success measurements and review dates
8. Generate Report: Create comprehensive action plan with PDF/Markdown export

Understanding Priority Levels

• Critical Attention (1-4): Immediate action required within 2 weeks
• Improvement Needed (5-6): Action plan within 30 days
• Maintain/Enhance (7-8): Quarterly review and enhancement
• Leverage Strengths (9-10): Document best practices and share

Support Partnership Triggers

HRBP Support Recommended When:

• Score below 6 or significant score drop (>1 point)
• Consistent decline over 3+ months
• Systemic issues beyond team control
• Compensation/benefits/policy feedback
• Need for structural changes
• Sensitive matters requiring confidentiality

L&D Support Recommended When:

• Skills gaps emerge as consistent themes
• Development needs align with strategic priorities
• New capabilities required for success
• Leadership development needs identified
• Custom learning interventions needed

Data & Benchmarks

The application uses True Benchmark® data for target score recommendations:

Driver	Target Score
Accomplishment	8.0
Autonomy	8.5
Environment	8.2
Goal Setting	8.6
Growth	7.9
Management Support	8.5
Recognition	7.9
Reward	7.1
Strategy	7.7
Workload	7.8

Report Features

Generated reports include:

• Executive Summary with key metrics and priority assessment
• Current Situation Analysis with risk evaluation
• Recommended Action Plan with three-tier timeline
• Support Requirements for HRBP, L&D, and leadership
• Success Measurement framework with tracking metrics
• Risk Assessment with escalation triggers

Browser Support

• Chrome/Chromium 88+
• Firefox 85+
• Safari 14+
• Edge 88+

Contributing

This is an internal OLIVER tool. For feature requests or bug reports, please contact the development team.

Configuration

Environment Variables

Currently, the application runs entirely client-side with no external API dependencies.

Customization

• Driver Lists: Modify the drivers array in App.tsx
• Benchmark Scores: Update getDriverTargetScore() function
• Intervention Content: Edit getDriverInterventions() function
• Styling: Customize themes in index.css and Tailwind configuration

Performance & Limitations

Current Capabilities

• ✅ Client-side data storage (session-based)
• ✅ PDF and Markdown export
• ✅ Responsive design for desktop and tablet
• ✅ Accessible UI components

Known Limitations

• 🔄 Data is not persisted between browser sessions
• 🔄 No user authentication or multi-tenancy
• 🔄 No integration with Peakon API
• 🔄 No analytics or usage tracking

Future Enhancements

• Database integration for persistent storage
• User authentication and role-based access
• Peakon API integration for automatic data import
• Advanced analytics and reporting dashboard
• Team collaboration features

License

Internal OLIVER proprietary software. All rights reserved.

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Version: 0.0.0
Last Updated: 2024
Maintained By: OLIVER Development Team