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360˚ Survey Toolkit
​Prerequisites:
Prior to using the ThinkWise 360, organizations often launch Competency Models, as they can be the foundation upon which 360 surveys are developed. However, 360 surveys can also be created with completely customized items as well.

Overview:
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​Launch Process:
​1. Make decisions on how 360 surveys will be used. 
Work with the key decision team to answer the following questions:
​Planning Questions
​ThinkWise Recommendations
​What do we hope to achieve by implementing the ThinkWise 360?
​Your objective in implementing the ThinkWise 360 process may include the following, as well as others:
  • To provide comprehensive performance feedback, from multiple perspectives, from which growth and development goals can be set
  • To provide performance feedback, and related development efforts and dollars, on competencies most critical to organizational strategy
  • To implement an assessment process that will improve assessor accuracy and validity, as well as ensure consistent calibration across people
Who will be involved in the 360 process? 
     As Participants?
     As Raters?
​Identify who will be involved in the ThinkWise 360, so you can ensure your communication keeps them informed.
​Will participants select their own raters?    
Consider the current atmosphere in your organization. If participants independently name their own raters, some may only list others who they know will provide them with positive feedback. In your communications, encourage participants to intentionally select raters who they may not usually get any feedback from. The point of this is for personal development, so balanced feedback (including development opportunities) will only be viewed by the participant. If necessary, you may want managers of the participants to review and approve their rater lists before entering them in ThinkWise.
2. Update/confirm your ThinkWise 360 Launch Plan.
Review your ThinkWise Launch Plan (which you have already started) and complete the “ThinkWise 360” section, identifying who will own the tasks and target dates for completion.​

3. Customize the ThinkWise 360 communication materials.
Review the decisions you made about who will be involved and what you need to tell them.
Use the templates provided to customize an e-mail announcement and create a presentation to introduce the ThinkWise 360 to those who will participate in the process. These materials can be used for general communications across the organization, as well as for informational sessions that you can hold for participants (see next step).
organizational-e-mail-announcement-on-360-surveys.docx
File Size: 161 kb
File Type: docx
Download File

360-overview-for-participants.ppt
File Size: 2823 kb
File Type: ppt
Download File

4. Conduct informational sessions for managers or others who will be participating in the process.
Managers or others who will be “subjects” of the 360 (people who will be rated by others) need to have a thorough understanding of how the process will work. In these sessions, walk them through the presentation slides and address any questions they may have. 


5. Provide application training for individuals who will set up ThinkWise 360 "Projects."
Training is only necessary for individuals who will coordinate and manage the administrative functions of setting up the 360 in ThinkWise.
If the organization is coordinating this activity centrally, then there may only be one or two individuals who need this training.

However, if you are planning to allow department leaders or individual managers to set up their own 360 projects as needed, then all of those people will need training. Conduct the training immediately prior to the time when you will start the process. The "How-To Guide" and "360 Best Practices" can be used as tools and reference documents for that training. Note that training is not necessary for anyone who will simply be a participant or a rater in this process.
how-to-guide-for-administrators_360.pdf
File Size: 1447 kb
File Type: pdf
Download File

360admin_bestpractices.pdf
File Size: 399 kb
File Type: pdf
Download File

6. Raters complete 360 surveys.
After the ThinkWise 360 Survey project is kicked off, raters will receive emails asking them to login to ThinkWise and complete the 360 survey. After the time period has ended for collecting data, the person who set up the project will close the survey and generate the reports.
thinkwise-360-rater-list.doc
File Size: 278 kb
File Type: doc
Download File

7. Reports are made available.
Depending on how the project was set up, either the administrator or the participants (or both) can review a number of reports summarizing their results from within the ThinkWise system. At this same time, it is helpful to provide additional information and guidance to help clarify the results and locate resources for their own development. Use the following email template as one way to prompt those individuals to follow through.
thinkwise-360-follow-up-e-mail.doc
File Size: 264 kb
File Type: doc
Download File

​Advice:
​If 360 surveys are new to the organization, participants and raters may have some questions.
Most employees expect to get feedback from their boss, but getting feedback from peers and direct reports may be new. You will want to communicate thoughtfully as you launch the ThinkWise 360 process and allow for questions and discussion. Be sure to make the point that the reports are personal and confidential – they will not be shared with their managers. The intent of this process is to provide insightful feedback to help them focus on areas for improvement. In addition, it starts to create an environment where people can be open to providing and receiving feedback from anyone on their team, not just their boss. 

Consider how the other components of ThinkWise relate to the ThinkWise 360.
If you haven’t already launched ThinkBox, consider doing that at the same time when individuals get their reports from the 360 survey process. As they review their reports, 360 participants will notice areas for improvement in the 5/5 Focus section. Following up by setting development objectives in ThinkBox is a natural next step. Review the ThinkBox section of the ThinkWise Launch Toolkit for more details on how to get started with that component.

Review the What/Why/How information on the ThinkWise 360 Dashboard in ThinkWise.
These resources will provide you with a basic context and understanding for how the ThinkWise 360 works.
​Reviewing this will help you to be able to respond to questions that come up, such as:
  • Why are we doing this?
  • Is this my performance review?
  • Is it optional to have a 360? Optional to be a rater?
  • How can we ensure anonymity of raters?
  • Will I select my own raters? Who should they be?
  • Can someone outside the organization be a rater?
  • Will my rater list have to be approved? By whom?
  • Who will explain my feedback to me?
  • What do I do with the feedback?
  • Does my manager see my scores? Does my manager see a composite of all scores?
  • What is in it for me?

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