You can collect several people’s perspectives on the progress or performance of your contacts.

How it works in 3 steps

1. Choose a contact to focus on

You can use 360° surveys with any of your contacts, as long as they are in one of your projects

2. Send out a 360° survey to people who know them

These people are called Observers (or Perspective Providers)

You can use any survey, as long as it is added to one of your projects

3. Compare the answers from Observers with those of your contact or your colleagues

You can send the same survey to several Observers, your contact and get your colleagues to complete it with their own personal opinions

You can personalise the wording of each survey question for each type of respondent

Get started with 360° Surveys

Survey design

• Design a survey suitable to send to Perspective Providers

  • As the best way to view results from a survey sent to Perspective Providers is with a Spider Plot outcome chart, you should:

    • Use multiple choice questions that have Shared Answer Choices

    • Turn on Outcome Star Charts

Distribute the survey

• Send a survey to Perspective Providers

• Automate sending a survey to Perspective Providers

Analyse results

• Analyse survey responses from Perspective Providers

Organise your Perspective Providers

• Add a Perspective Provider to a contact

• See a contact’s Perspective Providers

Dictionary