How to create a Leadership Effectiveness 360 survey

Running a Leadership Effectiveness 360 is a powerful way to understand your leaders' strengths and uncover opportunities for their ongoing development. It also gives you insight into leadership capability across your organisation.  

To create a Leadership Effectiveness 360 survey, select Leadership from the left menu and then Create Survey. From there, you follow the usual create survey flow, but there are a few things to look out for! Let's go through them in the next section.

What changes during the create survey flow?

Leadership Effectiveness 360 has some unique features that impact the create survey flow. We've outlined which steps contain changes.

Step 1: Survey information

No start and end date

There is no overall start and end date for a Leadership Effectiveness survey. Instead, there are individual start and end dates for each leader's feedback group. These are located and can be set in Step 4: Participants.

Step 2: Settings

Adjust minimum threshold to view results

This is a privacy setting. It is the number of responses you need from the leader's feedback group in order to view results. We recommend setting it at least 5, but you can make it higher or as low as 3. If you included Manager as a Feedback Group, it will be excluded from this setting as it has a fixed threshold of 1.  

Step 3: Questions

Leaders name in questions and explanations

You'll notice [LEADER_NAME] in the questions and explanations. This is a dynamic variable, which means it's a piece of text that is replaced. In this situation, it will be replaced by the leader's name when participants take the survey. Including the name helps participants remember which leader they are providing feedback for.

For example:

• [LEADER_NAME] is open to new ideas

• Joe Smith is open to new ideas

  (variable replaced)

Step 4: Demographics

This step is not required for Leadership Effectiveness 360 surveys.

Step 5: Participants

Single group or Multiple groups

Before you add leaders and participants to your survey you need to choose how you'd like to gather and view feedback.

You can choose from:

• Single group: All participant feedback is combined into a single group. This is compared to the leader's self-score. Select this option for increased confidentiality or for smaller feedback groups.
• Multiple groups: Participants are grouped by relation (peer, direct report, manager or other). Each group can be compared to the leader's self-score. For example, you can compare the average score of direct reports to the leader's self-score. Select this option for larger feedback groups or more detailed reporting.

When you've made your decision, it's time to add leaders and participants!

Step 6: Communications

You will see three tabs in this section:

• General: This lets you do two things.
  • Add a survey administrator contact: Leaders or participants can contact this person if they have questions about the survey. It is automatically added to communications.
  • Send reminders: Automatically send reminders to leaders and participants who have not completed their survey. Select 'Yes' or 'No' and when you'd like to send them. Then edit or write your own reminder in the Leader and Feedback Group tabs.
• Leader: These are communications for the leader. They inform and remind the leader to complete their self-assessment.
• Feedback Group: These are communications for participants providing feedback on the leader.

Step 7: Overview & Publish

You can publish your survey without adding any leaders. This is useful if you want to prepare the survey now and then add your leaders and participants later.

If you've already added leaders, make sure each one has a start and end date. You will not be able to publish your survey without this information,

Remember, publishing the overall survey will not override the leader's survey start dates. Each leader survey only becomes active when their individual start date is met.