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Focused Feedback

In this Article:
What is Focused Feedback?
When Should we use Focused Feedback?
Launching a Focused Feedback Cycle
Providing a Focused Feedback Summary
Sharing the Focused Feedback Summary with Employees
Closing the Loop


What is Focused Feedback?

Focused Feedback is a new way to conduct Feedback that we particularly recommend to customers who are new to Feedback or want to position their employees to take action on the most important feedback that they receive. Focused Feedback allows you to collect feedback for employees and make the managers of those employees responsible for reviewing and summarizing that feedback. Managers then share their summary, rather than the verbatim Feedback, with their employees. This takes the guesswork out of feedback by allowing your employees to focus on the most critical takeaways of the feedback they've received.

In addition to the employee's direct manager, upline managers and Admin users will have the ability to write an employee's Focused Feedback Summary. This will enable matrix organizations to a matrix manager the ability to write an employee's Focused Feedback Summary.


When should we use Focused Feedback? 

We recommend using Focused Feedback in the following situations: 


If you're new to Feedback: If you haven't launched Feedback before or you're hesitant about introducing Feedback into your workflow, we recommend beginning with Focused Feedback, which can help ensure your employees have a consistent experience with Feedback. We think Focused Feedback is an excellent first step to developing a strong, feedback-receptive culture. 


If you want to get Feedback from multiple voices, but still make it easy for employees to act on feedback:


If your organization conducts 360 Feedback sessions, or any Feedback process in which multiple people are giving Feedback to one individual, your goal should be to highlight the critical action items that an employee needs to know without overwhelming them. Focused Feedback can help you accomplish this. 

Note: If you enable Focused Feedback for a  cycle, the Feedback recipients will NOT be able to select their Feedback providers or see the Feedback they've received directly. Instead, they will only be able to see the Focused Feedback Summary that is provided to them.

 

Launching a Focused Feedback Cycle

 Contact your Customer Success Manager to enable Focused Feedback for your organization. Once Focused Feedback has been turned on for you, you will have the ability to designate which cycle(s) should included Focused Feedback. 

 

Once Focused Feedback is enabled for your company, Admins will see the option to create a Focused Feedback cycle when they first launch a cycle. 


 

Once you select Focused Feedback cycle, you will proceed to set up the cycle. 

In the Cycle Setup section, enter the Cycle Name. Leave the box under Focused Feedback Mode checked. 

By default for Focused Feedback cycles, the identity of the feedback providers is attributed (e.g., the managers of the employees receiving feedback will be able to see who shared feedback for their employee and their specific comments.) If you prefer for managers not to see the identities of feedback providers, click the drop down arrow next to Are answers confidential? and change the setting to confidential. We do not recommend this setting if you are utilizing feedback groups, since each feedback group will need to meet the minimum response threshold in order for managers to be able to read the feedback their employees have received. 

In the Feedback Recipients section, you will select the employees who should receive feedback. You will also be able to import feedback providers for each employee from within this section. 



In the Set Schedule & Milestones section of the cycle set up, you will see two new milestone dates that are specific to Focused Feedback cycles. The Focused Feedback Is Due date is the date by which managers are expected to managers to summarize the Feedback that their direct reports have received, while the Employee Visible Date is the date that employees should get visibility into those Focused Feedback summaries; Admins have the option to specify that employees should receive access to the focused feedback summary as soon as their manager has written it by setting the Employee Visible Date to Immediately

Once the cycle launches, Feedback providers will give feedback to the recipients as they would for any other cycle. The primary addition to the Focused Feedback cycle is that managers 
will receive emails reminding them to provide a summary of the feedback that their direct report has received three days before the Focused Feedback Is Due date. 

Providing a Focused Feedback Summary

Once an employee has received Feedback, their direct and upline managers (and any Admin user) will be able to view the feedback that the employee has received and provide the Focused Feedback Summary from within Feedback.

Clicking Add Focused Feedback will cause the following screen to appear. From here, a direct or upline manager (or anyone who has been given permission to write the Focused Feedback summary) can perform the following actions: 

  1. Review the Feedback their direct report has received
  2. Provide their summary of that Feedback to share with their direct report. Click Save to add the Focused Feedback. 
  3. View a list of the "Feedback Editors" who have the ability to write a Focused Feedback summary and add any other user who should be able to write the Focused Feedback summary.
  4. Review best practices for giving and summarizing Feedback (click the arrows to scroll through all best practices). 
  5. Preview the Focused Feedback summary before submitting it (sharing it with their employee). 

Sharing the Focused Feedback Summary with Employees

Once the manager is satisfied with the Focused Feedback they've provided, they click the Preview Summary button in the bottom right corner. 

Focused Feedback Preview Summary button
This will take them to a compact view showing exactly what their employee will see: 


If the manager has any edits to make, they can click the Edit Summary button in the bottom left corner. To share their feedback summary, managers must click Share Feedback with [Employee Name].

Then, from the window that appears, they'll click Yes, Share Now to confirm that they are ready to share with their employee. 


The employee will then receive an email notification that their manager has shared a Feedback summary with them; from that email they will be able to open and view the summary. 



Closing the Loop

We recommend that managers and employees spend time digesting the Focused Feedback an employee has received together. Managers and employees both have the option to use the Feedback Conversation Booster to add in the Focused Summary directly into their 1-on-1 conversation.