Action planning

Turn findings into follow-through

After every study or offsite, turn what you learned into owned, tracked actions, each linked to the insight that prompted it, and see whether they worked next round.

See how it works

Northwind Actions JR

ActionsMy team · 3 open

Today & overdue

Audit the 12 manual setup stepsDue yesterday · Q3 StrategyUrgentJR

Upcoming

Build an ROI calculator for repsDue Oct 17 · Q3 StrategyHighAM
Share pulse results at all-handsDue Oct 24 · Engagement pulseMediumCR

Action completed by Sam OrtizLinked to Q3 engagement study

Why it matters

Insights shouldn’t die in a report

The survey closes, the readout is presented, the offsite produces a wall of sticky notes. Six months later nobody remembers who owned what, and your people stop believing feedback leads anywhere.

Every finding has an owner

Assign actions to anyone in the organization, with a due date and priority, in minutes.
Nothing loses its context

Each action carries the insight, quote, or result that prompted it, so owners know exactly why it matters.
Proof it worked

Run the study again and see whether the issue moved, so people see their feedback lead somewhere.

How it works

From readout to results

Action from insights

Not just learning — improving

Highlight any finding in a summary, insight, response, or chat answer, right-click, and turn it into an action or goal. The excerpt and a link to its source travel with the work, so the company isn’t just learning what’s wrong — it’s fixing it.

Or link a finding to an action or goal that already exists
Every action keeps the evidence behind it
Public for the whole organization, or private to you

AI suggestions

Let AI recommend the next move

Not sure where to start? Ask for AI suggestions and Elevea recommends actions, goals, or key results based on what you learned — each with a suggested owner. Edit what you like and create the whole set in one click; nothing is created until you do.

Drafts actions, goals, and key results together
Grounded in the finding you selected
Reviewed and edited before anything is created

Tracking follow-through

Ownership that sticks

Every action lands on a shared board with an owner, a due date, and a priority. Reassign, move dates, and re-prioritize as things change, then group by status, due date, owner, or study to see what’s slipping. Bigger fixes become goals with KPIs and automatic nudges.

Today & overdue, upcoming, and backlog at a glance
Priorities from urgent to low, changed anytime
Run the study again to see whether it moved

What’s different

Not another action plan spreadsheet

Spreadsheets and task tools hold a list. Elevea keeps each action tied to the evidence and measures whether it worked.

Spreadsheets & task tools

Context Spreadsheets & task tools:A task title, copied by hand Elevea:Linked to the insight that prompted it

Getting started Spreadsheets & task tools:A blank page after the readout Elevea:AI drafts actions with suggested owners

Visibility Spreadsheets & task tools:Buried in someone’s file Elevea:A shared board the organization can see

Did it work? Spreadsheets & task tools:Nobody checks Elevea:The next round measures the change

“My only regret is that the things that the system has surfaced -- I wish I had done them sooner.”

CEO~100-employee company

FAQ

Frequently asked questions

Can I assign actions to people outside my team?

Yes. Public actions are visible across the organization and can be assigned to anyone. Private actions stay with you.

Does AI create actions automatically?

No. AI Suggestions drafts up to five actions, goals, or key results with suggested owners, and you review and edit them before anything is created.

How do we know if an action worked?

Run the study again as part of a recurring series. Rating trends and topic counts show whether the issue moved, and bigger fixes can be tracked as goals with KPIs.

Make your next readout lead somewhere

See how Elevea turns findings into owned actions.

Turn findings into follow-through

Insights shouldn’t die in a report

Every finding has an owner

Nothing loses its context

Proof it worked