My Action Plan
Your personal development roadmap — with AI-suggested action items and trackable steps based on the feedback you've received.
What is it?
My Action Plan is where you define and track the specific things you're working on to grow in your role. Branco uses AI to suggest action items based on feedback you've received, and you can add your own too. Each action item breaks down into sub-steps with due dates, so you always know what to do next.
The page recommends defining 1–2 action items at a time with clear steps to achieve each one. Don't overload your plan — focused effort beats a long list.
How it works
- 👤 Employee
- 👤 Manager
- 🛠️ Administrator
As an employee, this is your personal development space:
AI-suggested action items
Branco analyzes your feedback and generates suggested action items marked with a sparkle (✦) icon. These are tailored to your role and the patterns in your feedback — think of them as a smart starting point.
You can rate each suggestion with thumbs up or thumbs down to help Branco learn what's useful to you.
Creating your own action items
Click "+ New Action" to add your own action items. Each one can include:
- A title and description
- Sub-steps with individual due dates
- The ability to expand or collapse details
Tracking progress
Each action item can be expanded to show its sub-steps. As you complete steps, check them off to track progress. Collapse items you're not actively working on to keep the page clean.
AI-suggested items (✦) are generated from your feedback patterns. You can keep, dismiss, or modify them. Items you create manually are fully yours to define. Both types work the same way once they're on your plan.
As a manager, you can view your direct reports' action plans to support their development:
- Use the "Yourself" dropdown in the top bar to switch to a direct report's perspective.
- Navigate to My Action Plan in the sidebar.
This lets you see what they're working on, whether AI has surfaced any suggestions for them, and how they're tracking on their sub-steps.
Using action plans in 1:1s
Action plan items are natural 1:1 talking points. Before a check-in:
- Review their current action items and sub-step progress.
- Look for overdue sub-steps or items with no recent activity.
- Check if AI suggestions are sitting unaddressed — they might need guidance on which to prioritize.
Growth areas from 1 on 1 summaries and skill gaps from My Career should map directly to action plan items. If they don't, that's a coaching opportunity.
As an admin, you don't directly configure action plans — they're personal to each user. However, the AI suggestions that appear on action plans are influenced by:
- Skills and competencies defined in Company Settings — these shape what the AI focuses on.
- Feedback collected via Slack — the more feedback flowing through the system, the better the AI suggestions become.
If users are reporting unhelpful AI suggestions, check that your skills, competencies, and role definitions are well-defined in Company Settings. The AI is only as good as the framework it's working from.
There are no admin-specific settings or toggles on the Action Plan page itself. Your influence is indirect — through the company framework you set up.
Key UI elements
| Element | What it does |
|---|---|
| "+ New Action" button | Create a new action item manually |
| Sparkle (✦) icon | Indicates an AI-generated suggestion |
| Thumbs up / down buttons | Rate AI suggestions to improve future recommendations |
| Expand / collapse toggle | Show or hide sub-steps for each action item |
| Sub-step due dates | Individual deadlines for each step within an action item |
Getting started
- Navigate to My Action Plan in the left sidebar.
- Review any AI-suggested action items (✦) — rate them thumbs up or down.
- Click "+ New Action" to add your own if the suggestions don't cover what you need.
- Break each action item into sub-steps with due dates.
- Check back regularly to update progress and check off completed steps.
Related features
- My Career — Skill gaps and competency scores help you decide what to put on your action plan.
- 1 on 1 — Monthly summaries often surface growth areas that become action items.
- Feedback Hub — The feedback driving your AI suggestions lives here.
- Dashboard — Your "Progress on action plan" feedback card reflects your activity here.