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.