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.
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 two main ways actions can be created:
Where actions are 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. In Action Planning - Build actions from within Action Planning (plan-led)
Record actions, assign owners and provide deadlines
If the Action Centre is enabled, you can create an interactive record of tasks, owners and deadlines within your dashboard.
Adding an action
Click the Action icon to save a survey question to your action plan
In the pop-up box that appears, fill in details of your action, including task description, task owner and deadline.
You have the option to set a date for a reminder. This will schedule an email for the task owner, to tell them when the deadline is coming up.
Click ‘Add to Action Plan’ to save your task.
You can return to your action plan to make more changes later
Action inspirations
If your dashboard has the Inspirations feature enabled, when you add a survey item to your action plan, you will see a suggestion of actions to consider.
These suggestions are relevant to your chosen survey question and based on best-practice action plans.
Consider the suggested items and whether they could work for you. Make any necessary changes to tailor the idea to your organisation or team.
