Private manager assessment reporting for my company

The private manager assessment is part of manager reviews in Best-Self Review® cycles. In this section of the manager review, managers answer future-focused questions about their direct reports, the answers to which are only visible to the manager themselves and review admins.

As a review admin, you have the ability to run reports on how managers answer questions on the private manager assessment so you can better understand performance across your company. When combined with Objectives, Competencies & Company values, and Feedback, this information can be valuable for understanding performance for each person in your company.

✏️

Note

Private manager assessments can be edited by reviewers/managers up until the results are finalized. As a review admin, this means Private Manager Assessment reporting will not populate until results have been finalized.

__________________________________________________________________________

View and analyze private manager assessment results

1. Click on 'Features' from the left navigation.

Screen_Shot_2020-07-09_at_1.30.37_PM.png

2. Click on 'Best-Self Review'.

Screen_Shot_2020-09-10_at_1.06.28_PM.png

3. Click on 'Review cycles'.

Screen_Shot_2020-09-10_at_1.06.09_PM.png

4. Click on the name of the review cycle you wish to view. (You can also click on the three dots to the right of the cycle name, and then 'View review cycle'.)

Screen_Shot_2020-09-11_at_10.22.55_AM.png

5. Find the 'Company's results' tab. It is at the top of your page, to the right of Overview, Peer nominations, etc.

Screen_Shot_2020-09-10_at_2.26.30_PM.png

✏️

Note

Only review admins will see the 'Company's results' tab. Managers who are not review admins will see a 'Team's results' tab.

💡

Tip

If you would like to see your own review results, click 'My results'.

6. While on the 'By participant' tab, you will see a People filter and some general review cycle stats. 

Screen_Shot_2020-09-11_at_10.26.43_AM.png

Below the review stats, there is a section titled 'Company’s private manager assessment results'. This section helps you as a review admin understand how each manager assessed their direct report(s).

Screen_Shot_2020-09-11_at_11.07.32_AM.png

💡

Tip

Use the People filter above to dig into specific people's assessment results or members of a group's assessment results.
For example: If you wanted to know how Carmen Saldago's manager answered these questions about Carmen, you would filter by 'Carmen Saldago. If you wanted to know how members of the New Hires group (who were also participants) performed in the private manager assessment, you would filter by the 'New Hires' group.

Screen_Shot_2020-09-11_at_10.30.14_AM.png

7. Use the 'Download' option at the top right of your 'Company’s private manager assessment results' section to download a summary of each question and the respective answer count.

Screen_Shot_2020-09-11_at_11.10.19_AM.png

8. Hover over each distribution chart to get some additional insight into how many people submitted a given answer. 

Screen_Shot_2020-09-11_at_11.10.09_AM.png

✏️

Note

If you customized the private manager assessment questions for the question template being used, your results will all appear in blue instead of the red/green variation you see in this article. Reason being, we are unable to determine what is "positive" and what is "negative" for every custom private manager assessment question.

9. Use the '...' to the right of the answer distribution chart to view all answers or download the answers to that question, or click on 'View all answers' to see a granular view of how each participant's manager answered or compare groups for the specific question.

Screen_Shot_2020-09-11_at_11.58.37_AM.png

__________________________________________________________________________

'View all answers' page

Filter options

Before walking through each tab, it is important to note the filters: Groups, Review cycles, Answer. Use the Groups filter to only view private manager assessment answers for certain groups/hierarchies.

Screen_Shot_2020-09-13_at_9.30.53_PM.png

Use the Review cycles filter to select one or more cycle, giving you a list of all private manager assessment answers for all of the selected cycles. This allows you to review answers from more than one cycle at a time.

Screen_Shot_2020-09-13_at_9.31.02_PM.png

Use the Answer filter to see only the reviews whose answer matches your selection. For example: I only want to see people who are "ready for promotion," so I filter by 'Yes.'

Screen_Shot_2020-09-15_at_8.31.00_PM.png

 

Answer distribution tab

The 'Answer distribution' tab provides insight into a specific question, how reviewers responded to this question by % and per participant, as well as download options. 

Screen_Shot_2020-09-11_at_4.15.46_PM.png

If you would like to quickly switch and view answers to a different private manager assessment question, you can do so using the dropdown shown below.

Screen_Shot_2020-09-11_at_4.15.54_PM.png

The top 'Download' button, to the right of the answer distribution chart, will provide you with a summary of answers for the current question. This download includes: Question number, Question text, Question type, Review cycles, Review cycles count, Number of options, Question number of responses, Option 1 value, Option 1 count, Option 2 value, Option 2 count, and so on.

Screen_Shot_2020-09-11_at_4.20.44_PM.png

Click on the green/red/blue answer bars to automatically filter by that answer in the 'Individuals' list. 

Screen_Shot_2020-09-11_at_4.28.54_PM.png

The bottom 'Download' button, to the right of the Individuals chart, will provide you with a full list of all participants and how their reviewer answered each question. This report is more granular than the above download option and closely reflects what you see in the 'Individuals' chart. It includes the following fields: Participant, Reviewer, Reviewer answer, Review cycle, Comment, Date answered. 

Screen_Shot_2020-09-11_at_4.25.29_PM.png

 

Compare groups tab

The 'Compare groups' tab helps you break down private manager assessment answers written about users in a certain group(s), how groups compare to other groups, and how groups compare to all participants. Ultimately, the 'Compare groups' tab allows you to dig in to which groups are falling behind or leading the pack in regards to each private manager assessment question.

Screen_Shot_2020-11-18_at_4.18.06_PM.png

💡

Tip

Use the 'View by' option to switch up your "y" axis to show Managers, Hierarchies, or Group types. 

Use the Groups, Review cycles, and Answers filters to make your 'Compare groups' chart easier to digest. The chart shows horizontal bars indicating the distribution of answers for each group. By default, all groups who have at least one member participating in a review cycle will be shown on the chart, but information can be manipulated using 'Groups' filter. The layout of the chart changes based on the type of question being viewed: multiple choice, yes/no, opinion scale, etc.

  • 'Compare groups' example #1: You want a high-level look at how each group performed in regards to the question "Given how well I know [Name] works with others, I would always want them on my team". Click on the 'Compare groups' tab and you will see a list of all groups/teams/departments/etc whose members were included in the review cycle. Additionally, you will see how these group members' managers felt about their performance and teamwork. In the above screenshot, Marketing and Product Marketing group members who participated in the cycle scored at 100%; all group members who participated in the cycle are great team players and are valuable to the group, according to their managers. That is amazing!!! What is the secret to success on these teams? On the flip side, 33% of people from the Sales group who participated in the cycle scored low in the "working well with others" question. Why is that? Do you notice similar group trends across other questions as well? 
  • 'Compare groups' example #2: Let's say you have a group called "San Francisco Office" that includes all employees in one of your organization's offices. You can select that group using the 'Groups' filter on the answer distribution tab to see how San Francisco Office group members performed on a question. But in addition to showing you the overall answer distribution for that group, the 'Compare groups' chart will include all other groups that members of the San Fransisco Office group are in, so you can see which subsections of the group are performing differently. Do review cycle participants who are in both the San Francisco Office and Marketing groups score higher than those in both the San Francisco Office and Revenue Organization? Use the sort by option to see both ends of the spectrum of answers. Last, you can scroll down to the 'Individuals' list and see how each group member's manager answered the question.
  • 'Compare groups' example #3: Your company has completed a few Best-Self Review cycles this year and you're ready to look at private manager assessment results from all three. When you include one review cycle only in the 'Review cycles' filter, how are groups performing? Do you have groups leading the pack across all three cycles or did that group have high scores on one cycle that skewed the data for all three cycles? How did these groups perform on their objectives which covered similar time frames? How about 15Five submissions and review rates? Some questions to be thinking about as you digest the private manager assessment answers and specifically the 'Compare groups' tab.

Underneath the 'Compare groups' chart there are two buttons: 'Load more' or 'Load all'. Use these options to load more or all group information. By default, we show five groups on the list. 

Screen_Shot_2020-09-15_at_8.47.42_PM.png

Last but not least, there is an 'Individuals' list below the chart that includes all participants included in your selected group(s) and how their managers answered the question at hand. You can sort any column in this section to analyze the data more efficiently. 

Screen_Shot_2020-09-21_at_2.44.20_PM.png

 

Trends over time tab

The 'Trends over time' tab gives you a look into how each question is being answered from review cycle to review cycle; aka, over time. Use this tab to help spot trends for a specific private manager assessment question and better understand how manager sentiment is trending.

In order to view trends over time, first select more than one review cycle using the 'Review cycles' dropdown. Only the cycles that your are a review administrator for will appear in your dropdown.

If you want to view trends over time for a specific group or only a few groups, use the 'Groups' filter. You can filter by answer if you want to view "Yes", "No", etc answers only. You can also click directly on the graph to filter by a specific answer. The 'Individuals' list below will update accordingly. 

Screen_Shot_2020-10-19_at_8.13.40_PM.png

Each review cycle being shown will be notated on the graph using a line with a point at the top. It looks like a pin. Hover over the point at the top to see overall % stats for each cycle. 

Screen_Shot_2020-10-19_at_8.14.07_PM.png

The dates at the bottom of the graph are pulled from the cycle end date. 

The 'Individuals' list below the chart will show all people who participated in any of the selected cycles and their manager answered the question for each cycle. In other words, some individuals will have multiple rows of data if they participated in multiple of the selected review cycles. 

Screen_Shot_2020-10-19_at_8.15.55_PM.png

Was this article helpful?
1 out of 1 found this helpful