Workplace Analytics 计划Workplace Analytics plans

通过将工作区分析和 MyAnalytics 的功能结合在一起,规划可帮助您将 insights 从工作区分析转换为组织内的目标更改计划。By combining the capabilities of Workplace Analytics and MyAnalytics, plans help you transform insights from Workplace Analytics into targeted change plans across your organization. 目标更改计划可用于减少会议负载、增加焦点时间和维护工作寿命余额,以及其他目标。Targeted change plans are available for reducing meeting load, increasing focus time, and maintaining work-life balance, among other goals. 通过使用 "计划" 功能,您可以执行以下操作:By using the plans feature, you can, for example:

  1. 使用工作区分析确定可提高工作效率的组。Use Workplace Analytics to identify groups whose workplace effectiveness could be improved. 例如,他们可能遇到过过多的会议负载、聚焦时间不足或缺少工作寿命平衡。For example, they might be experiencing excessive meeting load, lack of focus time, or lack of work-life balance.

  2. 为确定的组设置12周计划。Set up 12-week plans for the identified groups. 组成员通过 MyAnalytics体验计划。The members of the group experience the plan through MyAnalytics.

  3. 在计划正在进行的过程中测量计划的进度,并在计划完成后对其进行投资回报。Measure the progress of the plan while it is underway, and the ROI of the plan after it has finished.

Note

计划供分析师或计划经理使用。Plans are intended for use by analysts or program managers. 有关角色的一般信息,请参阅 Workplace Analytics 中的用户角色For general information about roles, see User roles in Workplace Analytics.

有关真实世界可能性的详细信息,请参阅 Microsoft Workplace InsightsFor more information about real-world possibilities, see Microsoft Workplace Insights.

可用的工作区分析计划Available Workplace Analytics plans

Workplace Analytics 目前提供了以下类型的计划:Workplace Analytics currently offers plans of the following types:

创建和使用 Workplace Analytics 计划Creating and using Workplace Analytics plans

若要了解如何创建和跟踪计划,请参阅以下主题:See the following topics to learn how to create and track plans:

  • 演练 -按照以下步骤创建一个计划。Walkthrough - Follow these steps to create a plan.
  • 参与者 -了解计划中参与者的体验。Participants - Learn about the experience of participants in a plan.
  • 概念 -了解其理解可帮助您创建计划并监视其进度的概念。Concepts - Learn concepts whose understanding can help you create a plan and monitor its progress.

计划的先决条件Prerequisites for plans

确认您的组织满足以下先决条件:Confirm that your organization meets the following prerequisites:

  • 将许可证分配给将参与更改计划的组成员的工作区分析和 MyAnalytics。Assign licenses to both Workplace Analytics and MyAnalytics for members of the groups that will take part in change plans.

  • 确定您的组织中的哪些人分配以下角色之一:Identify who in your organization to assign one of the following roles:

    • 分析师、 有限分析师项目经理 -分析师和计划经理可以帮助确定更改计划、设置计划、运行和跟踪它们,以及衡量计划 ROI。Analyst, limited analyst, or program manager - Both analysts and program managers can help identify opportunities for change plans, set up plans, run and track them, and measure plan ROI.

Note

管理者可以在 管理器设置中设置的工作区分析中访问其团队的数据和计划。Managers get access to their team's data and plans in Workplace Analytics as set in Manager settings.

计划:常见问题Plans: Frequently asked questions

角色和访问Roles and access

Q1: 为什么我看不到 " 计划 " 页?Q1: Why don't I see the Plans page?

A1: 仅当分配了分析师、受限分析师或项目经理角色时,才能看到 " 计划 " 页。A1: You can see the Plans page only if you've been assigned the role of analyst, limited analyst or program manager.

Q2: 拥有各种工作区分析角色的用户在使用计划时可以执行什么操作?Q2: What can people with the various Workplace Analytics roles do when they work with plans?

A2: 拥有分析师和有限分析员角色的人员对计划的 所有 功能都具有完全的写访问权限。A2: People with the analyst and limited analyst roles have full write access to all functionality of plans. 项目经理可以访问除 " 标识 " 页面之外的计划中的所有内容。Program managers have access to everything in plans except the Identify page.

所有角色(级别或项目经理的分析师)都可以上传可能的计划参与者的 .csv 文件。All roles -- analysts of both levels or program managers -- can upload a .csv file of potential plan participants. (还会看到以下问题。 ) (Also see the following question.)

有关角色和访问的其他信息Additional information about roles and access

计划实施Plan implementation

Q1: 是否可以更改计划的持续时间?Q1: Can we change the duration of the plans?

A1: 计划将安排在过去的12周。A1: Plans are scheduled to last twelve weeks. 但是,启动计划后,您可以随时结束它。However, after you've started a plan, you can end it at any time.

Q2: 最小组大小是多少?Q2: What is the minimum group size?

A2: 在 "管理员设置 > 隐私设置" 中,管理员可以设置组织或租户的最小组大小,可以大于或等于5 (五个人) 的绝对限制。A2: In Admin settings > Privacy settings, admins can set the minimum group size for an organization or tenant, which can be greater than or equal to the absolute limit of 5 (five people).

管理员设置 > 管理器设置中,管理员还可以设置人员经理的最小团队规模,这与总的组总大小设置不同。In Admin settings > Manager settings, admins can also set a Minimum team size for people managers, which is different than the overall minimum group size setting. "此团队规模的绝对限制" 设置为 10,适用于所有经理。The absolute limit for this team size setting is 10, which applies to all managers.

Q3: 我能否监视特定用户的指标?Q3: Can I monitor metrics for specific users?

A3: 不。A3: No. 隐私注意事项阻止对特定用户的行为信息进行监视。Privacy considerations preclude the monitoring of behavior information about specific users.