Settings relevant for the whole feedback process are configured in the menu Process configuration.
The tab Overview in the Settings submenu which is opened automatically shows the basic settings.
On the other tabs in the Settings submenu, you configure the most important features of the process: The feedback center can be activated and you can define feedback statuses and roles.
In the Report definition submenu, reports are defined and allocated to roles.
If the project has an external view, the features and layout are configured in the Feedback center submenu.
This chapter describes all the work steps involved in the configuration of the feedback process:
You will find tips and hints for your project planning.
It provides a brief explanation of how to define reports.
It explains how to map the participant constellations of a multisource feedback using EFS Leadership roles.
It explains how to map the steps of a feedback to EFS Leadership feedback statuses.
Planning and Organization Tipps
A multi-source feedback is a complex process that requires careful preparation. The following guiding questions and tips will help you with your planning and organization.
Dashboards and Reports
The presentation and distribution of the feedback results via dashboards and conclusive reports is actually the main part of a multi-source feedback.
Planning the presentation of results
Think about how the results of the feedback are to be edited and presented.
Do you intend to use dashboards?
Do you intend to use reports?
Who is to have access to which results?
In which phase shall the results be available?
Determining the demand for additional documents
In addition to the results reports other documents are often also provided, such as general information on the aim of the feedback process or on the protection of data privacy.
Are there any plans to issue such documents?
Who is to have access to which documents?
In which phase shall the documents be available?
Planning downloads
There are two options for organizing downloads with EFS Leadership:
Downloads can be performed directly in the feedback center.
The content of dashboards can be downloaded formatted as a DIN A4 PDF.
Role Distribution
The establishment of appropriate feeback roles and the careful configuration of access rights are essential for smooth conduct of the multi-source feedback.
Defining roles
Think about who is to have access to the feedback center, and for which purposes.
Identify the participant groups and list the respective access rights and functions these groups require.
Allocate appropriately configured roles to represent the participant groups.
Access rights of the feedback participants
Plan the allocation of roles to the content and features of the feedback center and the feedback phases.
Which roles are to have access to which dialogs in feedback center?
In which phases do these roles require this access?
Plan the allocation of roles to the reports and dashboards.
Which roles should receive which reports?
Which roles can access which dashboards?
Process Progress
Based on the considerations above, determine the appropriate feedback statuses.
Which feedback statuses fit for your feedback process?
Specify which situations in a specific feedback match which dedicated status, which work steps should cause a change of status and which data (e.g. questionnaire, return, reports) the persons involved should be able to access with a given status.
Should specific changes of status be triggered centrally for all feedbacks?
Should specific changes of status be triggered automatically at specific dates?
Do you want to receive an e-mail notification if an automated change is executed?
Defining Reports
In the first step, you should define the reports that will be generated on the basis of the feedback results. This is necessary at this early stage of the feedback process for several reasons:
In the next step, you will define the roles used in the feedback process and their respective rights. In order to do so, you should already know which reports the various groups are to access later on.
In addition to the result data, other documents are often also provided, e.g. information regarding the feedback process or the protection of privacy. These documents should be available to the users already at the beginning of the process.