Upgraded Action Planning – faster progress from insight to impact
Employee surveys create the most value when people can see what happens next. That’s why we’ve launched an upgraded Action Planning experience, designed to help organisations move faster from insight to impact — turning feedback into clear, owned, trackable improvement.
Key Updates
Automatic access from February 5th
From February 5th, all clients will automatically see the new Action Planning experience in the platform. Action Insights will be updated in due course.
The updated workflow makes it easier to:
Track progress over time
Keep momentum going through reminders and nudges
View all actions in one place, across dashboards
Collaborate through action comments
See full version history for transparency
Action Planning helps make improvement part of the rhythm of work — not just a one-off response after survey results.
Track progress over time
Action Planning now provides clearer progress tracking, supporting ongoing delivery — not just action creation.
Kanban and Grid views
You can now switch between two layouts depending on what you need:
Kanban view for workflow and progress
Grid view for scanning, reviewing, and reporting
Improved filters
We’ve streamlined filtering to make Action Planning easier to use across roles:
Dashboard users now see a simplified view, with the results filter removed
Super Users and Managers gain a more powerful filter, including when viewing actions across multiple dashboards
Keep momentum going through reminders and nudges
To ensure actions don’t stall, nudges and reminders are now enabled by default.
Dashboard users will receive a welcome email summarising results and encouraging timely engagement.
Depending on your setup, nudges may include:
Results invitation
Invitation to take action (with reminders)
Progress reminder if an action hasn’t been updated for a month
Due date reminder
Action completed email
View all actions in one place
You can now see and manage actions across surveys and dashboards in one central view, giving organisations a joined-up picture of progress — from team-level actions to strategic priorities.
Add comments for collaboration
Actions are now more collaborative, with the ability to add comments directly within each action. This helps teams share updates, provide context, and stay aligned as work progresses.
Version history for transparency
Each action now includes a full version history, making it easy to see what has changed over time and ensuring edits and progress remain clear.
In summary
The upgraded Action Planning experience helps organisations move from listening to lasting change. With clearer progress tracking, built-in nudges, a central cross-dashboard action view, and new collaboration and transparency features, it’s now easier than ever to turn survey feedback into visible, meaningful improvement over time.
Going further with Prism Suggest
For clients who want to go further, Prism Suggest enhances Action Planning by providing tailored, AI-generated recommended actions based on your results, benchmarks, trends, and employee comments.
If you would like Prism Suggest enabled, we’d be happy to discuss this with you and support the setup of your Prism Context.