J.D. Power Action Planning Workshops translate data and insights from our studies into meaningful performance improvement plans. Each workshop can focus on a defined business line or functional area or explore an organization’s overall CX approach.
Leading organizations have utilized Action Planning Workshops to identify, prioritize, and execute performance improvement opportunities. These sessions have been attributed to greater success in sales operations, new product development, customer service centers, and front-line training.
Advance Business Priorities

Identifying Your Needs
We combine leading consumer and competitive insights to deliver a plan that produces positive results.
- Research-based performance improvement opportunities with validated insights.
- Prioritize custom initiatives based on organization’s strategy, and critical KPIs.
- Attribute one or more organizational factors as the focus of action planning workshops

Leveraging Your Experts and Ours
In partnership with your team, we explore areas for improvement with an interactive, open-minded workshop that include key decision-makers. Important team members to include are:
- Applicable process owners
- Business line leaders
- CX representation as needed.

Actionable Takeaways
Allow for better accountability and track progress with defined baselines and metrics specific to your business initiatives.
- Customized data insights and/or KPI’s to focus efforts and provide baseline measures
- Targeted organizational attributes to begin performance improvement
- Identify who owns each initiative, determine initial tasks and define progress tracking
Three Levels of Advisory to Match Your Resources and CX Maturity
Moving the Needle
Learn best practices for activating insights


Building a Playbook
Step-by-step instructions to improvement
