Design 360° surveys that are sent to Observers

Design 360° surveys that are sent to Observers

Compare different people’s perspectives about the same subject/contact

  • You can send 360° Surveys to Observers

    • E.g. if you want to get employees to give their feedback on how an apprentice is doing; the employees would be observers and the apprentice would be the subject (contact)

    • Definition: An observer is someone who has an opinion about a subject (when that subject is represented in your system as an individual contact record)

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  • Each 360° Survey is about a particular contact (the Subject)

  • You can invite several observers to complete a 360° survey about the same contact/subject

    • In the example below, Abigail Holmes is the contact/subject and her observers are Carol Hastings and testwellness@makerble.com

  • All the responses from Observers will be gathered together so you can see the mean average response to each Scale-based question as well as see their individual survey responses

What it looks like

  • Outcome Rings are the best way to analyse survey responses from Observers

  • You can look at

    • responses about a single subject (contact) or for several subjects (contacts)

    • individual 360° survey responses about a single subject contact or a Mean Average of the 360° survey responses about a single subject (contact)

  • You can compare the Observers' responses with the 'self-assessment' response from the Subject themselves (i.e. the Contact)

  • You can also compare the Observers' responses with the ‘professional' assessments submitted by your colleagues

  • Contacts, Observers and Colleagues are different types of respondent.

A requirement of Outcome Rings is that your survey contains Multiple Choice questions that use Shared Lists.

How to design a 360° survey

  1. Create a survey that includes a grid of questions or several Multiple Choice questions that use Shared Answer Choices

  2. If you’d like the questions to be worded differently based on who the respondent is, e.g. whether it’s the subject responding (the Contact) or whether it’s an observer (someone giving their perspective on that Contact), use intervals to set those adjustments.

  3. Follow the usual process of Creating a Survey Campaign (i.e. adding the survey to a project)

  4. Send the survey to perspective providers

  5. View the survey results:

    1. On an Outcome Ring chart

    2. On Observer bar charts

    3. As a table of responses

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