Assessment

On the Assessment page, you see the status and results of a client's self and 360° feedback assessments as well as any custom documents the client has uploaded.

To access a client's assessment page:

  1. From the left navigation bar, select Clients.
  2. Locate the client who's assessment results you wish to view and select their Name from the table.
  3. A new set of pages for that client now displays in the left navigation. Select Assessment.

On the Assessment page, you see the following sections:

Client uploads

In this section, you see any files that your client has uploaded for you to view that may be relevant to their coaching. These may include other assessments or development plans they’re working on. You are notified when new documents are added or removed, and it is expected that you review them with your clients during sessions.

Assessment and 360° Settings

In this section, you see the 360° assessment feedback settings that have been configured by the client's organization. A green check next to a setting indicates that the setting is active for that client.

The available settings that your clients may have are:

  • 360° invites required to be started by client: When this setting is enabled, clients must request 360° feedback before they can proceed with coach selection and scheduling. In this case, clients may have pending feedback going into their engagement with you. Clients only see their results when all responses are received.
  • 360° completed is required before coaching starts: When this setting is enabled, clients must send 360° invites AND receive feedback before they can proceed with coach selection and scheduling. In this case, clients have all of their 360° feedback when their coaching begins.
  • 360° Feedback from Manager Only: The client only requests feedback from their manager.
  • No 360° Feedback: The client's organization opted to omit 360° feedback. In this case, the client will not have 360° feedback for you to view.
  • 360° is Optional: Client's have the option to request 360° feedback and they may do this at any time throughout their engagement. They must send and receive the initial onboarding feedback before remeasurement opens or they cannot send any remeasurement feedback. Because it is not required for clients to complete the 360° feedback step prior to coach pairing, they may not have 360° feedback going into their engagement.
  • Sees Manager 360° Results Separately: If this setting is checked, manager feedback is separated in the results. Otherwise, their feedback is aggregated and made anonymous within the 360° Average Rating.
  • Can See 360° Comments: When this setting is enabled, comments provided by those who completed the client's 360° feedback are visible to the client.
  • Has Additional 360° Questions: If this setting is checked, the organization has chosen to include additional questions at the end of the 360° assessment.
  • Rapid start with engagement survey: If a learner is in rapid start, they move right into coach pairing without completing a self assessment or requesting 360° feedback. However, with this configuration, the learner does complete the engagement survey.
  • Rapid start, no engagement survey: If a learner has this configuration, they can move right into coach pairing without completing a self assessment, engagement survey, or requesting 360° feedback.

Best practice tip: As part of your preparation for new clients, please be sure to review their 360° Settings along with the Client Profile details ahead of the first session. Chat with your Coach Guide if you have any questions.

Client self and 360° assessment results

In this section you see the results for the client's Leadership assessment and engagement survey as well as their 360° feedback.

At the top of this section, you see:

  • 360° invites sent: This is the total number of people that your client has requested 360° feedback from.
  • 360° responses received: This is the number of people that have completed the 360° feedback for your client.
  • 360° responses not yet received: This is the number of people that the client is still waiting on to complete their 360° feedback.

In the view results section, you see the following:

  • Download client view: Selecting this button downloads the results your client sees to your computer. The client's view may differ from your view depending on the settings configured by their organization. You may wish to review the client's version before discussing any results to ensure you are not sharing more information than their organization intended.
  • View scale: Select this button to view the scale that the client and their invitees used to complete their assessments. Familiarize yourself with this scale in order to gain accurate insights from the results you are viewing and answer any questions your clients may have on scoring.
  • Self & 360° results: Under this tab, you see a summary of all assessment results including the client's self assessment and their 360° feedback. You see the rating given to the client by each person who assessed them. This allows you to see how different people rated your client in order to pinpoint where they may be falling short. Use this data to help your client pick focus areas and develop their coaching plan in order to tailor their learning to their weaker skills. See more information about the skills clients are rated on:
    • Managing Your Career: Work is aligned with career interests, values and skills.
    • Working with Integrity: Prioritizes ethics and fosters integrity in the workplace.
    • Presenting Effectively: Presents ideas and plans in a clear and persuasive manner.
    • Managing Stress: Shows resilience under stress or pressure.
    • Managing Time Effectively: Prioritizes appropriately and uses time productively.
    • Writing Effectively: Writes in a clear and effective manner.
    • Building the Business Case: Defines, communicates and implements business opportunities effectively.
    • Managing Change: Initiates and implements change when appropriate.
    • Understanding the Customer: Understands customer needs and works to deliver value.
    • Making Decisions: Able to make thoughtful decisions even in ambiguous situations.
    • Setting Goals: Sets and accomplishes appropriate goals and milestones.
    • Fostering Innovation: Fosters an environment to promote innovation and creativity.
    • Implementing Innovation: Develops and implements innovative approaches and solutions.
    • Negotiating: Negotiates effectively with variety of stakeholders.
    • Measuring Performance: Develops appropriate metrics and systematically measures success of initiatives without bias.
    • Improving Processes: Recognizes opportunities for improvement and acts to implement them.
    • Managing Projects: Scopes, resources and manages projects effectively.
    • Thinking Strategically: Identifies trends and appropriately prioritizes information and choices.
    • Executing Strategies: Develops and executes plans that are in line with organizational strategy.
    • Coaching: Understands how to coach different kinds of people to do their best work.
    • Delegating: Delegates appropriately and productively.
    • Developing Employees: Prioritizes and appropriately tailors development of employees.
    • Tolerating Conflict: Effective in an environment where conflicting views are being expressed.
    • Fostering Diversity: Fosters an environment of diversity and inclusivity.
    • Giving Feedback: Gives feedback effectively and supportively.
    • Collaborating: Communicates with and aligns stakeholders across different cultures.
    • Hiring: Defines job requirements and evaluates candidates appropriately.
    • Motivating Others: Shows self-awareness and knows how to build trust and motivate others.
    • Managing Meetings: Conducts efficient and productive meetings.
    • Assessing Performance: Effectively conducts performance appraisals and helps employees set and achieve goals.
    • Influencing: Able to influence others, even without direct authority.
    • Supporting Employees: Gives employees opportunities for meaningful work within a supportive culture.
    • Fostering Teams: Fosters trust, encourages collaboration and drives performance of team.
  • Self & 360° results by role: Under this tab, you see a summary of all assessment results including the client's self assessment and their 360° feedback. The results in this tab are sorted by role, so you see an average rating from all those who responded that have the same role. This allows you to see how people in different roles rated your client in order to pinpoint where they may be falling short. Use this data to help your client pick focus areas and develop their coaching plan in order to tailor their learning to their weaker skills.
    • Cross-functional Colleague: A colleague with different functional areas in the business that collaborates regularly with your client to achieve common objectives.
    • Peer Team Member: A team member who is at the same level within the organizational chart and in the same functional area as your client. They may report to the same manager.
    • Direct Report: A colleague who reports directly to your client.
    • Manager: Your client reports to this person. May also include jump level manager(s).
  • Client view: Under this tab, you see a summary of all assessment results including the client's self assessment and their 360° feedback as it would appear to the client. In order to keep 360° feedback anonymous, the client view has a more limited breakdown of feedback by role. The settings configured by their organization determine how the results are broken down in the client view. Use this data when discussing 360° feedback with your client in order to avoid over sharing about anonymous information.
  • Insights: Under this tab, you see more specific information about the clients strengths and weaknesses as revealed in their self and 360° assessments. You see skills that fall under the categories of:
    • Hidden strengths: These are skills that the client rated low, but that others rated high.
    • Blindspots: These are skills that the client rated high, but that others rated low.
    • Highest rating: These are skills that both the client and those who gave them feedback rated high.
    • Lowest rating: These are skills that both the client and those who gave them feedback rated low.
  • Engagement survey: Under this tab, you see the client's responses to their Engagement survey. The results of this survey provide insights about how your client feels in their role and about their organization. They rate a series of statements 1 to 10 on how strongly they agree with them. The statements and responses can be seen in this section.
  • Additional feedback: Under this tab, you see any comments left by those who gave your client 360° feedback. The skill that the comment is associated with is also shown. The detailed feedback found in this tab can help you tailor your client's coaching experience to them and gain insights about how they are currently doing in their role.