There are many tools in use for asking 360 degree feedback. If you have one at your organization, which works well, this post is not for you. 🙂
If your organization uses a protected Word form, please pay attention, as this can be done more efficiently!
The reasons for protected Word documents has never been clear to me; it may have to do with avoiding that people change the document accidentally or on purpose. In any case, I do not like it, as I think it is an inefficient way of doing things and, even more importantly, a password-protected document can not be opened by someone who has a F3-license!
So, when someone asked for help because he could not open the document in Word Online, I immediately thought of replacing it with a Form.
- The Form can be made into a template and shared across the organization.
- As the information collected is for your eyes only, you can personalize the Form if you see fit – in appearance, in introductory text, or even questions. (Although I would be careful with the latter)
- You can automatically collect names & email addresses of all invited colleagues, without them having to type it. You can also do it anonymously if that feels better.
- All feedback is automatically collected in one Excel file without you having to cut and paste from various Word documents.
The Word document
It contains the following:
- Organization logo
- Field to enter the name of the owner of the file (who is looking for feedback)
- Field to enter the name of the feedback-giver (so it is not anonymous)
- Q1: What does this employee do well? What is (s)he good at?
- Q2: What would you like to tell this empoyee? What should they think about? (Good advice, suggestions)
- Q3: What can be improved? Is there any behaviour that they might want to change?
- Q4: Additional feedback (optional)
I rebuilt the Form and ended up with just the 4 questions. I aso rephrased the questions to be more personal. (What does this employee do well > What do you think I do well?)
The rest is built into the Form. (OK, I admit that I forgot to add the logo in the screenshot below)
Template instructions, for the owner
How to share the Form as a template: Microsoft info
You will get a link, which you can share on a SharePoint page, with some instructions, or someplace else.
Make sure that there are copies somewhere, in case the owner leaves the organization!
Template instructions, for the user
- Click on the link to the feedback template
- On top of the page, click “Duplicate It”
- You will now have a copy in your list of Forms.
- Please click on the title and delete the word “Copy”
- Check and adjust the introduction text
- Click on the … top right and check the Settings. Do you collect names and email addresses (or do you prefer anonymous feedback?) and do you have a nice personalized “thank-you text”? Adjust when needed.
Your 360-degree feedback request is now ready to be shared with the selected colleagues.
(I am assuming that the user knows how to work with Forms otherwise, such as sharing the link and collecting the responses)
Do you want to try it?
I have made the Form available for you. As it is now available for anyone, I am no longer collecting email and names as I would when using an internal Form. But please…
Unfortunately templates only work within an organization, so I can not share the template with you, but it is very simple to recreate.
Please let me know if you found this useful!
By the way – I finally found a reason to use collections in Forms: I have created a collection called “Forms from my blog” 🙂