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Action Planning: Adding Actions with Prism Suggest

This article is written for users of Action Planning to help them get the most from new Prism Suggest.

Updated this week

Why taking action is key

Employee surveys only create value when employees can see what changes as a result.

That’s why our Platform's action planning is built for sharper listening and smarter action - turning feedback into visible, owned and trackable improvement.

📍Across multiple organisations, our evidence shows that recording, tracking and embedding actions produces measurable uplifts of up to +10 points in engagement and up to +12 points in belief in action.

Where actions aren’t visible, scores typically stagnate or decline - proving that follow-through isn’t just important, it’s the difference between listening and impact.

Action Planning helps teams prioritise what matters most, assign ownership, track progress, and keep momentum through reminders - so improvement becomes part of the rhythm of work, not a one-off response to survey results.


Prism Suggest: turning insight into action, instantly

Prism Suggest is designed to remove the biggest barrier to Action Planning: knowing where to start.

Instead of leaving leaders and managers staring at results and writing actions from scratch, Prism looks at all your survey data + benchmarks + historic data + comments and recommends the most impactful actions you can take next - that are tailored to your organisation. The goal is simple: help teams move faster from understanding the results to doing something about them.

Data-led, not generic

Prism Suggest doesn’t generate generic “best practice” actions. It reviews what your results are telling you and prioritises actions that are most likely to shift engagement - especially where your key drivers show the greatest opportunity.

Context-aware recommendations

Prism suggestions aren’t generic templates. Our AI is tailored to your organisation, using your results, your context and your language to recommend actions that fit your values and priorities. That means actions are more relevant to managers, more credible to employees, and more likely to be delivered - because they align with what matters most in your organisation right now.

Transparent rationale: “Why has Prism suggested this action?”

Every Prism suggestion includes a clear explanation of why it has been recommended.

By clicking “Why has Prism suggested this action?”, dashboard users can see the rationale behind the suggestion - building trust and making it clear how the recommendation connects to the results and context.

Suggest more (when you want more options)

If the first set of action recommendations isn’t quite right, users can click Suggest more to generate additional options and find actions that best fit their team or organisation.


Where Prism Suggest appears

Prism Suggest is built into the dashboard where it is most - helping users move from results to action without delay.

Action-focused homepage

Prism is found directly within the Action-focused homepage, bringing together engagement, key drivers, team strengths, and clear recommended actions in one user-friendly view. It’s designed to answer the questions: “What are the key strengths of my team?”

And: "What should I focus on next to improve engagement?"

Strategic and Team based action option

For users with wider organisational responsibility (such as the Super User dashboard role), Prism also has a strategic mode - generating actions that align to organisation-wide priorities and support consistent improvement at scale, not just within individual teams.


Where actions are created

Action Planning is designed to meet users where they are — whether they’re exploring results, looking for quick recommended next steps, or building a full action plan. There are three main ways actions can be created:

1. Create actions directly from results

When reviewing results (for example key drivers), users can click the + icon next to a question to create an action linked directly to that insight.

This is the most “evidence-led” way to work - it keeps actions connected to the question and results that prompted them - and - allows for the best measurement.

2. Recommended actions on the Action-focused homepage

The Action-focused homepage provides an immediate “what next” view — combining engagement, key drivers, team strengths, and three recommended actions.

This is designed for fast momentum: managers can move straight from summary insights into Action Planning, without needing to interpret the full dataset first.

3. In Action Planning - Build actions from within Action Planning (plan-led)

Users can also create actions directly inside Action Planning itself.

From here, you can:

  • Add an action manually (using the + button)

  • Click Prism Suggest to generate recommended actions

  • Select suggested actions and add them straight into your plan

When you first come to your Action Plan, don't worry it won't be blank. Prism will have thought of 3 actions for you to consider. You ask Prism for more suggestions.

If you have Manager or Super User dashboard role, Prism Suggest also gives you the option to generate:

  • Team based actions (focused on your team)

  • Strategic actions (for wider organisational responsibility)

This means users can take action in the moment - whether they start with the results, start with recommended priorities, or start with the action plan itself.

🧭If it is your first time there is a helpful product tour to show you around.

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