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Action plans

Let every alert end with someone doing something

From an alert comes a plan: who's in charge, what will be done and when it's reviewed. At 30 days, the report says whether the score moved. Without this, measuring is collecting charts.

The problem

Measuring without acting is worse than not measuring

If you ask and nothing happens, fewer people answer next time. The plan is what closes the loop and what people notice.

The alert stays in an email

Someone sees it, mentions it in a meeting and forgets. There's no owner and no date, so there's nobody to ask.

Actions are too big

“Improve communication” can't be done on Thursday. “Review the afternoon shift rota” can.

Nobody checks whether it worked

Something is done, but nothing is measured again. And if it isn't measured again, you don't know whether to repeat it or change it.

How it works

From alert to plan in one click, and from plan to report

Origin

The plan is born from an alert or a survey

When a dimension drops for two weeks, the alert brings the context: team, dimension and how many people responded. The “Create plan” button opens a plan with that origin already filled in. It can also be created manually from a survey result.

  • The alert and the plan stay linked
  • The affected team is inherited
  • You can ask the copilot for a suggestion; it only sees aggregates

Content

Owner, actions and review date

Each plan has an owner (usually the team's manager or someone in HR), a list of small actions that can be ticked off and a review date. By default, 30 days.

  • One-line actions, tickable
  • Status: draft, in progress, closed
  • Quick “After an action” survey ready to launch

Closing

On the review date, the report writes itself

The impact report brings together what was measured before, what was marked as done and the score after. It shows whether the dimension moved. It says correlation, not causation: it doesn't promise the action was the cause.

See the impact report

Who sees what

One plan, three points of view

The person

Notices something is happening

  • Gets, if the company wants, a notice of what will be done
  • Answers the quick “After an action” survey
  • Doesn't see inside the plan or who runs it, unless the company shares it

The manager

Runs their team's plan

  • Is the default owner of their team's plans
  • Ticks off actions from their phone
  • Sees the review date and what will be compared

HR

Sees every plan

  • List of open plans, with their alert and their date
  • Overdue plans at a glance
  • History: what was done in each team and what happened next

Privacy rule

The plan is about the team, not about anyone

An action plan isn't a case file. It opens on a team's dimension and closes with that team's score. In between, there are no names of who answered.

How it applies to plans
  • A plan's origin is an alert or an aggregated survey, never one person's answer.
  • A plan can't be linked to a person as a “case”.
  • The plan's report is calculated with the same threshold of 5 as the map.
  • The copilot that suggests actions only receives totals per team.

Frequently asked questions

Who can create a plan?

HR and team managers, from an alert or from a survey result. Each plan has an owner, who may be someone else.

What kind of actions are recommended?

Small ones with a date: review a rota, cover a peak with extra staff, a team conversation, a short course. Whatever can be ticked off within two weeks.

How do I know if the plan worked?

With the impact report at 30 days: score before and after, what was done and participation. It shows the change, not a guarantee of cause.

Can I change the review date?

Yes. 30 days is the default because it gives the check-in time to gather several weeks. You can shorten or extend it.

Is the plan visible to the workforce?

By default, no. The company can communicate what will be done, and we recommend it: people answer more when they see it leads somewhere.

Start today

Close the loop with your first plan

Measure for two weeks, let the first alert come out and turn it into a plan with a date. The report arrives on its own.

€3 per employee per month. No lock-in. No card to start.