🔐 Who can use this feature?
Roles: Report Owner, Report Viewer, Account Administrator (on reports with Take action turned on).
Survey types: Attributed (Snapshot), Unattributed
Subscriptions: Any package with Engagement
An action plan records what you and your team will do about a focus area from your survey results. You start the plan from the survey report you are already viewing, choose a focus area, and save it as a draft, so you can capture an idea straight after reviewing results without losing your place.
You finish the plan afterwards in the Action plans list, where you add action items, a target group, and visibility settings.
💡 Learn how to ideate and act on your results with Culture Amp Training
What your Action Plan workflow looks like:
ℹ️ Note: Not sure what to focus on or action to choose? See Decide on your action plan from survey results.
Create a draft plan from your results
Open the Create action plan panel
Open a survey report that has Take action turned on.
Select Take action in the report header.
Select Create action plan from the dropdown.
From a notification: If you open the report from a notification, the Create action plan panel may already be open.
From a question: Open the insight panel for a question, then select Take action. The plan is created for that question as its focus area.
⚠️ Don't see the dropdown and Create action plan option? Your survey is on the legacy Action Framework experience.
Step 1: Choose a focus area
Under Where do you want to focus?, select a focus area card.
Green flag icon: You flagged this question as a focus area in the report.
Green bar on the left edge: The Focus agent recommends this question because it is likely to have the most impact.
Impact: Each card shows an impact rating, from Insignificant to Extreme, or N/A when there is not enough data.
Select Browse all focus areas to see every focus area if yours is not in the shortlist of seven.
Select Continue.
If you opened the panel from a question, this step is skipped and that question is used. To switch to a different focus area, select Change on the summary card in the next step.
Step 2: Start your action plan
Under What action will you take?, enter a Plan title. A title is required.
Enter a Description (optional).
Select Start from a suggested action plan to see Culture Amp and custom inspirations for your focus area. Choosing one fills in the title and description, and you can still edit both.
Check the Owner field. It starts as you. Select Add another owner to add more owners.
Set a Due date.
Select Save as draft.
ℹ️ Note: Drafts are visible only to you and the owners.
Step 3: Continue editing or return later
After you save, the panel shows Saved as a draft.
Edit action plan: Opens the plan so you can add action items, a target group, and visibility settings.
Go to Action Plan dashboard: Opens the Action plans list.
Create another action plan: Starts another plan for the same survey.
What is set for you automatically?
Visibility: A new plan is Private until you change it.
Target group: If the report was shared with a single demographic value (for example, Region: APAC), the plan's target group is set to that value. Otherwise no target group is set, and you choose one before you publish.
Source: The survey and the focus area are saved on the plan as its source and cannot be changed later.
The plan is not visible to anyone else and has no action items until you edit and publish it. To finish it, see next steps.
➡️ Next steps
Frequently asked questions
How are suggested action plans chosen?
How are suggested action plans chosen?
Suggested action plans are inspirations for the focus area you selected. They come from the Inspiration Engine:
Culture Amp and partner inspirations: Ideas other organizations have used for that question.
Your custom inspirations: Inspirations your organization added and mapped to that question in Settings > Inspirations.
The list only includes inspirations mapped to the selected focus area question. The order can change each time you open the list. Choose one to fill in the title and description. You can edit both before you save.
Why don't I see 'Start from a suggested action plan', or why is the list empty?
Why don't I see 'Start from a suggested action plan', or why is the list empty?
Suggested action plans appear only when there are inspirations to show for your focus area. If there are none, Start from a suggested action plan is hidden. Common reasons:
No inspirations are mapped to the question: Custom inspirations only appear for the questions they are mapped to. An admin can check this in Settings > Inspirations, as described in Tailoring the Inspiration Engine.
The question is not a rating question: Select-type questions do not have suggestions.
An inspiration was removed or excluded: Inspirations an admin deleted, unmapped, or excluded do not appear.
Your report is in another language: Only inspirations translated into that language appear. Custom inspirations need a translation to show. See Custom Inspiration Translations
You have not chosen a focus area yet: Suggestions load after you choose one. Select a focus area, then continue to the form.
You can still create the plan without a suggestion. Enter your own Plan title and Description, then save the draft.
💬 Need help? Open a Support Conversation to speak with our Product Support team.