How to conduct 360 feedback surveys?

360 feedback survey (360 review or 360-degree feedback) is a survey that solicits feedback on an employee’s performance from several different sources: managers, peers, direct reports, and self-assessments. It can be also updated with additional sources: customers, and suppliers. In this case, it is called 540 feedback survey.

This is a step-by-step manual for 360 survey creation and management in SurveyLab.

• Create survey
• Use piping to personalize your survey
• Logic
• Create collector
• Create a file with contacts
• Import the file with contacts
• Activate collector
• View report

1. Create survey

Create a survey and add points for the answer choices. System will need this information for data aggregation and metrics calculation.

Divide survey into pages. System will use this information to create groups (eg. leadership, strategy, focus on results, …) and present them on the spiders’ graph.

Supported question types :

• Choice question
• Matrix question
• Open-ended question

2. Use piping to personalize your survey

Piping (Data inserting), enables dynamic changes in the survey based on the given answers or data assigned to the contact. When creating piping for 360-degree surveys write {assessedPersonCustom1} instead of {custom1}. This way the system will know that it needs to insert data from a contact that is being assessed.

Standard survey (Feedback provider data)	360-degree survey (Assessed person data)
{firstName}	{assessedPersonFirstName}
{lastName}	{assessedPersonLastName}
{email}	{assessedPersonEmail}
{phone}	{assessedPersonPhone}
{custom1}	{assessedPersonCustom1}
{custom2}	{assessedPersonCustom2}
{custom3}	{assessedPersonCustom3}
{custom4}	{assessedPersonCustom4}
{custom5}	{assessedPersonCustom5}
{custom6}	{assessedPersonCustom6}
{custom7}	{assessedPersonCustom7}
{custom8}	{assessedPersonCustom8}

3. Logic

EXAMPLE. To create logic according to Relations, for example, to hide block “B4 Service” for contacts group “Clients” :

1. Add logic Hide block, choose B4 Service.
2. Press button + ADD LOGIC, and then CONTACT.
3. Choose Relation from the first list and Client from the second.

4. Create collector 

To create a new collector :

1. Go to Collect responses page.
2. Press the + ADD COLLECTOR button.
3. Select option 360 feedback in the collector settings.
   

5. Create a file with contacts

360-degree research starts with creating a .CSV, .XLSX (Excel), or .ODS (OpenOffice) file with contacts.

360 Survey | Contacts template (Google docs)	Download
360 Survey | Contacts template (Excel)	Download

The file has to contain an “Email” column with unique emails for each contact.

EXAMPLE. In the example below Vincent will be evaluated by 4 people. The survey will be sent to himself, two coworkers, and a subordinate.

NOTE. Emails in the fields Coworker, Manager, and Subordinate can be separated by commas or enters. 

A table can be modified depending on your needs. The column order is optional. In order for the data to be imported correctly, you must enter the column names exactly as in the example.

6. Import the Excel file with contacts

To import the Excel file with contacts :

1. Press Respondents button.
2. Press + ADD CONTACTS button.
   
3. Press Import file and select the right file on your computer.
   
4. Match columns with contacts and press SAVE button.

7. Activate collector

To verify the correctness of the previous steps, check if the number of contacts is the same as the number of planned survey dispatches.

If everything is correct, press Start collecting responses to activate the collector and send a survey invitation.

NOTE. If you started data collection don’t remove your contacts from the collector. This action will deactivate all links sent in the survey invitations to your respondents.

8. Reports

Set up the report. The setup in one selected 360 report will impact all 360 reports created within the collector.

To view 360 reports :

1. Press Report list button.
2. Select report marked as 360.

Focus areas

Focus areas can help you automatically recognize areas that need the attention of the assessed person.

Area	Description
Matching strengths	when your assessment and others’ assessment match and both are high
Blind spots	when your assessment is lower than others’ assessment
Overrated areas	when your assessment is higher than others’ assessments
Areas to improve	when your assessment and other assessments match and both are low

NOTES. 360 reports are normalized (take values between -100 and 100) and are calculated with the formula :

gained number of points
——————————————   x 100
max number of points

Functionality is available in the Enterprise plan.