Employee Intelligence — Next Steps
Employee Intelligence

My next steps

A small, focused list of things to do next — pulled from your goals, feedback, wellbeing, and future roles so you do not have to hunt around.

You
Example name • CXM Team
Scope
This week & this cycle

What to focus on next

Keep it simple: 3–7 items
This week
Short, concrete steps you can realistically take now.
  • Share one example of a recent client win in your next 1:1.
    From feedback
  • Block one short break on your longest shift day.
    From wellbeing
  • Note one place where you helped a teammate this week.
    From goals
This month
A few slightly bigger items that support your goals.
  • Join or lead one short huddle about a process you know well.
    From goals From feedback
  • Take one small step on data skills (for example, a simple dashboard or report).
    From goals From future roles
  • Check whether late finishes are still happening and talk about it if needed.
    From wellbeing
Later this cycle
Longer-term steps you do not need to rush.
  • Collect 2–3 short examples that show you handling complexity calmly.
    From feedback From future roles
  • Note any moments that feel like early signs of burnout and raise them early.
    From wellbeing
  • Review your future roles view and pick one “direction of travel” to talk about.
    From future roles

Where these steps came from

Joined up from your other screens
  • Goals: small pieces of your existing goals that can be moved forward this week or this month.
  • Feedback & 1:1s: ideas that came from recent conversations with your manager, peers, or clients.
  • Wellbeing: gentle nudges based on your workload and break patterns, not detailed tracking.
  • Future roles: small actions that point in the direction of roles that might make sense next.

What this action would do

Select a button or item to see details.

You can use this page as a light, joined-up helper. Actions here would usually clear done items, add a small note, or shape a practical conversation.