After checking your review settings, you need to create a question template(s) for your cycle. You can use our default 15Five question template or you can create a custom template with your own questions. Self+manager reviews need their own template. Peer reviews need their own template. Upward reviews need their own template. You could have up to 3 different templates in one review cycle.
Best-Self Review® example questions
Need some inspiration for questions to ask in your company's review cycle? Check out the list below!
- What are your top 3 strengths?
- What are your top 3 weaknesses?
- What do you feel went well this quarter/year?
- What would you like to accomplish between now and your next review?
- What are the challenges you feel we face as a business this next quarter/year?
- How can we be of more support to you in your role?
- What do you see as the next steps for your career growth?
- What are the top 3 skills you would like to improve on?
- What do you want to do differently next quarter/year?
- Do you have the tools you need to perform your job?
- How can management support your role going forward?
- What position would you like to migrate towards in the future with this company?
- Are there any concerns you have with the company going forward?
Create a question template(s)
1. Click on Best-Self Review® from the left navigation.
2. Click on the 'Question templates' tab at the top of the page.
3. Click on the Create a new template button.
4. Name your template.
5. Choose the reviews for which the template should apply under 'Template type'.
6. Name each of the sections using the ... and Edit title, or leave the titles as the defaults; whichever fits better for your team.
If changing the titles, please read the tooltips to ensure your new title aligns with the goal of the section in question.
7. Under each section, enter your questions, values, competencies, and private manager assessment.
8. For the 'Questions' section: Click Add a new question and fill in the question field.
TipIf you want to ask a question on the manager review only (you do not want the question to appear on the self review), you can leave the self review question field blank and only fill in the manager review question field.
9. To make the question optional, change the answer format for your question, or set the question as group specific, click on Show advanced options. Answer formats options are Text, Yes/No, Opinion scale, Multiple choice.
10. For the 'Company values' section: Click Add a company value.
If you have not added your company values on the Reviews settings page, you will need to do that before adding a company value question.
To change the answer format for your question or to set the question as group specific, click on 'Show advanced options'.
11. For the 'Competencies' section: Click Add a competency.
Competencies can be added while creating a question template (which is what you're currently doing) or beforehand on the Reviews settings page.
Select the competency you want to add a question for or create a new one. Add a competency description. Select who the competency is for.
Things to note about competencies:
- There is no limit to how few or how many competencies you can include in a question template.
- Competencies can be added to Self+manager or Peer review templates. At this time, competencies cannot be added to Upward templates.
- If your company uses groups, you can add competencies for specific groups when creating your question template. For example, if only Leadership should be asked competency questions, add the competencies for the group 'Leadership' on the self+manager template.
- Competency responses will appear on the Summary for managers to review before sharing results with their direct reports/participants. The competency results and assessment will also be available to participants, managers, and review admin in the 'My/Team's/Company's Results' tab.
- At this time, we do not have the option for individual competencies. We will continue to work on improving this functionality.
To change your scale labels and to add label descriptions, click on 'Show scale labels'. Minimum number of points on scale is 3. Maximum number of points on scale is 9.
12. Click on Create template.
13. Review your questions and if all is well, click Looks good.
14. Now you are ready to create a review cycle!
Clone/duplicate a question template
- Click on Best-Self Review® from the left navigation.
- Click on the 'Question templates' tab at the top of the page.
- Click on the ... next to the template you would like to duplicate, then select 'Clone review cycle' from the dropdown menu.
Edit a cloned question template
If you have already added your questions and want to adjust the order in which they appear, you can drag and drop them into the order you want.
- Click on Best-Self Review® in the left navigation of 15Five.
- Click 'Question templates' in the top navigation bar.
- To edit a template, click on ... next to the template, then select 'Edit' from the dropdown menu.
If the edit option is not available, it is because the template is either 1) a default 15Five question template, or 2) currently in-use. Neither default templates nor in-use templates can be edited. If you need to make a change to an in-use question template, please reach out to email@example.com.
- You are now on the edit page for the question template. On this page you can change...
- Template name
- Template type (either self/manager, peer, or upward)
- Questions (edit section titles, add new questions, edit/clone existing questions, or reorder questions)
- Remember to save your changes by clicking Save at the bottom of the screen!
Change the question template name
Change the name of a question template in the 'Template name' field.
Change the question template type
Change the type of the question template clone by selecting the desired template type, then clicking Yes, Switch template type.
When you clone a question template and then change the template type, questions from common sections will stay. For example, if you clone a self & manager template and change it to a peer template, the manager questions from Growth & Development, Company Values, and Competencies questions will remain on the new peer template.
Edit section titles
You can edit question section titles by following these steps.
Add a new question
Add a new question by scrolling to the bottom of a question section and clicking Add new question.
Edit/clone an existing question
Clone or edit a question by clicking the settings gear, then selecting either 'Edit' or 'Clone' from the dropdown menu.
To reorder questions on a template, simply click on the six dots to the left of each question and drag it to the desired spot.
Once you've created all relevant question templates, you're ready to create your review cycle!
Private manager assessment questions are also managed through these question templates. The 'Private manager assessment' piece of Manager reviews is only visible to the manager who completed the review and the review admins. Additionally, the 'Private manager assessment' includes future focused questions inspired by research from Deloitte and highlighted in the April 2015 HBR article, Reinventing Performance Management, by Marcus Buckingham and Ashley Goodall. Questions 1 - 3 are taken directly from Deloitte, question 4 has been adjusted and Question 5 is 15Five's addition.