Proposing actions
Proposing actions means that either a facilitator or team member can PROPOSE AN ACTION for a straw vote before it is accepted and added to the team's action list. This is a great way to get agreement from the team and to build buy-in and accountability.
Actions can be proposed:
- Against a specific idea in a meeting during the DISCUSS or REVIEW phase.
- At any time during a meeting in the ACTIONS sidebar.
Within a meeting, action proposals can be turned on by:
- toggling on EVERYONE CAN PROPOSE ACTIONS either through the ACTIONS side panel,
- or in the DISCUSS step.
People can propose actions at any time in the sidebar. If you want an action tied to a specific idea, click on the idea to add or propose the action.
Proposing an action in the Sidebar
Proposing an action against an idea
Each person can SUPPORT, NOT SUPPORT, or remain NEUTRAL on a proposed action. You can then use this data to facilitate deeper discussion.
The facilitator can ACCEPT or NOT ACCEPT the proposed action item.
Proposed actions that are accepted to the action list are carried forward (i.e. shown on the sidebar of future meetings, the team dashboards, meeting summaries, and review steps of the meeting). All other proposed actions are not carried forward.
The table below demonstrates how permission settings change the user's ability to either add or propose actions.
Only the facilitator can accept (or reject/delete) proposed actions based on discussions.
A rejected proposed action item will appear with a strike through it in both the ACTIONS tab and REVIEW step.
In the REVIEW stage, all actions that have been proposed, accepted, and/or rejected can be seen. Only actions that are directly added to the team list, or accepted will be committed to the team action list and carried forward and become publishable.
