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Step 1. Participants. You'll create the list of participants here. You can import the names from a roster you set up in System Manager or directly from an Excel spreadsheet. Individuals receiving feedback (subjects) have a blue icon next to their name, while those providing feedback (respondents) have a red icon. Subjects must have a "usage license" assigned to them, either a single-usage license (use one time in a single project) or an unlimited usage-license (use multiple times in as many projects as desired).



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Step 2. Relationships. Here you'll set up the "respondent relationships" to be used in this project. A relationship describes the association of the respondent to the subject. 20/20® Insight GOLD contains several standard respondent relationships - e.g., Manager, Peer, Direct Report, Associate, Customer, etc. - and you can create as many customized relationships as you'd like. Assessment data and comments can be grouped by respondent relationships when feedback reports are printed.



Step 3. Scales. In this step you'll select the type of scale(s), including the question stem, descriptors and the range of numeric ratings. You can use any of the five standard scales or create your own. You'll typically use one scale, such as Agreement, for the entire project, but you have the option of selecting multiple scales. You can also associate different scales with different categories of questions, so you could have an Agreement scale for some categories but a Satisfaction scale for others.



Step 4. Items. Here, you'll select the survey items that will be included in the assessment. You can choose from the hundreds of items in the Survey Library or add your own set of competencies - or a combination of the two. Items can be scaled or open-ended, and you can set up your project so respondents can provide comments for any or all of the scaled items.



Step 5. Respondent Selection. 20/20® Insight GOLD gives you two options for assigning respondents to each subject: administrator-controlled or subject-controlled. The administrator can assign respondents and relationships to each subject in Step 5, OR you can let subjects select their own respondents on the web.



Step 6. Assessment. This step allows you to: (1) customize the instruction screens that respondents see when they first login to their assessment; (2) preview the list of subjects assigned to each respondent; (3) prepare and distribute assessments using either web or paper; and (4) collect and track completed assessments.



Step 7. Reporting. After you collect all responses, and you're ready to print reports, you can easily select and customize the report sections you want. You can also insert text documents anywhere in the report if you have additional information you'd like to include. You're able to preview reports before printing them to ensure they have the desired sections. Then you can print a hard copy or create a PDF file of each report. Reports for one individual or for the entire project (all subjects) are created in this step.


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