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Create Action Plan

An action plan provides structure and makes it easy to document the follow-up of survey results.

Action plans are created through a five-step process linked to a workshop – a working session where the group reflects together, discusses goals, and agrees on activities to move forward.

Note: If you’re a user with access to multiple groups, make sure to select the relevant group at the top of the page – usually your own team.

How to do it

You can start a new action plan in two ways:

  1. From the main menu > My Results > Overview, and through insights under "Brilliant Insights"

  2. From the main menu > My Action Plans > Action Plan, and then click "+ New Follow-up"

In this example, we’ll use option 2.

Choose the survey the action plan should be linked to – or create a stand-alone plan.
Action plans and activities are most often tied to survey insights, but the platform can also be used to document and follow up on areas not related to a specific survey.

  1. Preparations
    • Define the purpose and goals of the follow-up
    • Get ready as the organiser of the workshop
    • Suggested communication to send out to workshop participants
  2. Intro & Prio
    • Start the meeting by clarifying the purpose and how the workshop will be run
    • Select focus areas for the follow-up – preferably based on the group’s insights
  3. Current situation
    1. Discuss and document the current state – what you are and aren’t doing today, and the impact this has on your work
  4. Desired situation
    • Discuss and document the desired state – what do you want it to look like in six months, and what will you be doing then that you aren’t doing now?
  5. Action plan
    • Discuss and document what steps you need to take to reach your desired situation?
    • Click "+ Add Activity" and name the activity
    • Describe the activity yourself or get help from AI by generating activity suggestions based on your results, current situation, and desired situation

      📌 Generate activity suggestions using AI
    • Set a target date for when the group aims to have reached the goal
    • Assign someone responsible for follow-up – typically the manager, but it can also be another user in the group
    • Finish by clicking "Activate" at the bottom right of the page

Note: To activate the action plan, at least one activity must be saved.

To delete an action plan, all actions must first be marked as "Completed" or canceled. The action plan can then be archived.

Once an action plan has been archived, it can be deleted from there.