Contextual and actionable suggestions for an Action Plan's Focus Areas.
In this article:
Overview
As you create Action Plans for your team, the Action Assistant is an excellent way to easily introduce relevant and actionable Action Items to your Focus Areas. Learn how to meet with your team about survey results.
Generated Action Ideas recognize your role and existing Discussion Notes to create relevant and contextual suggestions.
Additional Resources:
Action Idea Suggestion Guidelines
To maximize the effectiveness of the Action Assistant and provide intelligent, actionable suggestions, the assistant follows a set of guidelines. These were written by our experts on the Insights Team and are in place to ensure that recommendations align with best practices in organizational and team engagement.
Learn how Quantum Workplace uses and protects user data.
Maintain Confidentiality
The assistant is programmed to respect and uphold confidentiality in its suggestions.
For a confidential survey, any approach with the potential to identify a survey participant is strictly avoided. This ensures a safe space for team members to openly discuss results and contribute without the fear of being singled out.
Future-Focused
Suggestions are oriented toward future improvements, rather than over-analyzing current and past issues.
This method fosters a forward-looking team dynamic that focuses on next steps to improve performance and engagement, without delving too deeply or critiquing excessively.
Distinguish Engagement from Happiness
It's important to recognize that employee engagement is different from happiness or satisfaction.
The assistant understands this concept and avoids recommendations that might conflate the two. Instead, it focuses on strategies that drive engagement through how the team can operate more effectively, rather than over-emphasizing ideas like happy hours.
Streamlined Integration of Suggestions
Recommended ideas should be easy to integrate into daily workflows to help make engagement a natural addition to an individual or team's day-to-day, rather than suggestions that can easily be perceived as burdensome or additional work.
Use the Action Assistant
To use the Action Assistant:
- Add a Focus Area to the Action Plan, learn how to add a Focus Area
- Click Generate Ideas to open a modal of generated Action Items
- Click the generated item's corresponding ☐ icon to select the Action Item for the Focus Area
- Optionally, click Re-Generate to generate a new list of Action Items
- Click Add Selected to add all selected Action Items to the Focus Area
The title and description of Action Items added via the Action Assistant can be edited once they are added to a Focus Area.