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360 degree feedback with easyfeedback

The use of 360-degree feedback is an essential tool to show managers the difference between self-assessment and external assessment. The resulting results help the manager to develop both professionally and personally.

To ensure that you achieve usable results in the end, we will show you how to implement 360, 270 or 180 degree feedback with easyfeedback. The structure is the same in each case, only more or less perspectives are added.

This awaits you - table of contents:

What does 360 degree feedback mean?

360 degrees ideally means 4 perspectives from which feedback is obtained (90 degrees per perspective). If one perspective is missing, one speaks of a 270 degree feedback or, if there are only 2 perspectives, of a 180 degree feedback.

The perspectives of 360 degree feedback:

Perspective 1: Self-assessment of the manager
Perspective 2: External assessment from the perspective of the managers
Perspective 3: External assessment from the perspective of the employees (peers)
Perspective 4: External assessment from the customer/supplier perspective

The implementation of a successful 360 degree feedback with easyfeedback depends on 3 components: Questionnaire design, invitation management and the presentation of the results.

In this tutorial we show you:

  1. Questionnaire structure and personalisation
  2. Prepare a list of participants with their individual perspectives
  3. Test the questionnaire and send out e-mail invitations
  4. Evaluation based on 360 degree reports

Questionnaire structure and personalisation

At the beginning of a 360 degree feedback is the questionnaire or survey. If you have already designed a questionnaire, you can now transfer it to easyfeedback, or you can use the 360 degree feedback template to create your individual questionnaire on the basis of it. The 360 degree feedback template from easyfeedback is available free of charge and can be customized to your individual needs.

In both cases you create a new survey. To do so, click on + Create new poll in the overview of your account

Create a new survey

Now you decide whether you want to start without templates and transfer your already designed questionnaire:

Personalization

So that managers and employees know at any time who they are evaluating, it is advantageous to personalize each participation (questionnaire).

The questionnaire is personalized using placeholders that are automatically filled in by the system. The corresponding information for personalization is taken from the participant list and thus correctly assigned to the participant (manager or employee).

Within the list of participants you can store as many details as you like, which you can display again in the questionnaire.

A prefabricated placeholder is: [Feedback-Person]

[Feedback-Person] is the placeholder for the person being evaluated. You can place the placeholder at any position in the questionnaire (survey title, page title, in a text element, within the question title or in the answer options).

It is important that the placeholder is always set with the square brackets, as shown here.

Besides the placeholder [Feedback-Person], you can also define and use others.

Placeholders, such as [feedback-Person], can also be used in the e-mail invitation to make it clear in the invitation who is to be evaluated.

INFO: When testing, remember that the placeholders in the survey preview are not filled in, because the system has not yet assigned any participant data. How to test this is explained below.

Prepare list of participants with the perspectives

In case of a 360 degree feedback (4 perspectives) or e.g. a 270 degree feedback (3 perspectives) it is important that the answers are assigned to the correct perspectives in order to be able to display a report including the individual perspectives later in the evaluation.

To make it easier for you at this point, easyfeedback offers you the necessary functions for exactly this application area.

With the following steps you create a 360 degree participant list including freely selectable perspectives:

1. Create new participant list

The basis is a list of participants. To do so, click on the participant list area in the navigation bar at the top and create a new participant list by clicking on the green “+” button.

In the next step you assign a name and click on create:

You will now receive an empty participant list. Next, click on the green “+” button again and select group:

Now select 360 degree group:

And now assign a name for the 360 degree group. Then select/define the number of perspectives. You can also decide whether or not the managers should give a self-assessment.

Give each perspective a name and create the 360 degree group:

After the creation you will see a grey box “without” participants. This is the first feedback round (manager to be assessed with the defined perspectives).

In this view, you can now assign the participants to the correct perspective and add more managers by clicking the large “+” button.

Add participants:

To add the participants, we recommend that you import them. To do this, it is best to create 3-4 test participants so that you can then export an import template. Click on the “+” button in the list of participants and add some test data manually:

Now open your 360 degree group and use the small “+” buttons to add the test participants to the individual perspectives:

After you have added the test participants, click on the export icon in the upper right corner and download the “test setup” as an XLS file. According to the scheme displayed there, you can now build and prepare your import file.

As soon as you are done with the preparations, you can import your file using the green “+” button.

A block is created in the XLS file for each manager to be assessed.

Notes:

  • Pay attention to the correct designation of the perspectives (no typing errors)
  • The number of participants per perspective is unlimited
  • A participant can and may appear in different perspectives (duplicate)
  • After the import, the assignment to the perspective can still be changed

Test questionnaire and e-mail invitations

For the good feeling you should start a test run and see if everything goes through as you imagine it.

The best way to do this is to create a second list of test participants. Repeat the previous step to create a new participant list with you and 2-3 colleagues. Once you have created the test list, click on your survey in the overview and switch to the settings tab. Now activate your survey so that you can send the email invitations.

Now switch to the invite participants tab and select Email invitations.

Use the “+” button to add your test list to the survey.

IMPORTANT: When selecting the participant list you MUST also select the created 36 0 degree group. Only if you select the 360 degree group, the assignment of participants to perspectives can take place.

Click on the list name to open the e-mail invitations. Here you can now enter your sender information (name, e-mail and subject line) and your invitation text.

At the bottom of the recipient list you will see the test participants – including the perspective and for whom they provide feedback.

Once you have made all preparations here, select the first send option and send your test invitations:

Info:

It is possible that the e-mails will not be delivered to you or that they will end up in your spam folder. If this is the case, then you should file an SPF-Record or choose a sender e-mail address that is not identical to your company domain.

Now that all the test candidates have been run through, go into the evaluation and look at the result to test this area as well. This point is important. Because if you conduct your survey and find that something should be different in the end, it will be difficult to correct it manually. How to test the evaluation is explained in the next section.

Notes

The test run is like the final survey, but only with test participants. To send the invitations and test the 360 degree report, you need an active business tariff, otherwise you will not be able to send invitations or open the 360 degree report.

As soon as the test is completed, you can delete the test results from the evaluation to start with an adjusted result display.

Once you have completed your test, you can use the same steps to add your final participant list to the survey and send the invitations.

Evaluation via 360 degree reports

The big advantage of 360-degree feedback with the easyfeedback participant lists is the automatic report generation. Because you have already defined the individual perspectives per executive in the participant lists, a report is generated on this basis in the evaluation.

Once the first people have participated, switch to the analysis of your survey and open the results tab.

Now open the 360 degree reports and select the name of the executive from which you want to add a 360 degree report in the drop-down menu.

After adding, you will receive a report with the perspectives you previously set:

The created reports can now be opened as desired, exported into the desired format or shared via link.

You can also edit or change filter settings (perspectives). For example, you could add another perspective “Overall Result” if you want to compare the overall result with that of a manager.

Best informed? Start your survey now