As a manager with direct reports participating in a review cycle, you are asked to complete a manager review which includes private manager assessment questions.
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.
So after you have completed your manager reviews, what can you do with the private manager assessment information? When combined with Objectives, Competencies & Company values, and Feedback, this information can be valuable for understanding performance for each direct report.
Pull a private manager assessment report for my team
1. Click on Best-Self Review® from the left navigation.
2. 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.)
3. Find the 'Team's results' tab on your individual cycle page. It is at the top of your page, to the right of Overview, Peer nominations, etc.
4. While on the 'Summary' tab of the 'Team's results' page, you will see a filter and some general review cycle stats.
5. Below the review stats, there is a section titled 'Team’s private manager assessment results'. This section helps you as a review admin understand how each manager assessed their direct report(s).
Use the 'People' filter at the top of the page 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.
6. Use the Download option at the top right of your 'Team's private manager assessment results' section to download all answers to these questions.
7. Hover over each distribution chart to get some additional insight into how many people submitted a given answer.
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.
8. Use the ... to the right of the answer distribution chart to view all answers or download the answers to that question.
9. Click on View all answers for a granular look at how each participant's manager answered, compare groups, and see trends over time for the specific question.
'View all answers' page
1️⃣ 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.
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, if desired.
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'.
2️⃣ 'Answer distribution' tab
The 'Answer distribution' tab provides insight into a specific question, how you as a manager responded to this question by % and per participant, as well as download options.
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.
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.
Click on the green/red/blue/grey answer bars to automatically filter by that answer in the 'Individuals' list.
The bottom Download button, to the right of the 'Individuals' chart, will provide you with a full list of all your direct reports that were also participants and how you as their manager 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.
3️⃣ '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.
Visibility on the 'Compare groups' tab will depend on what groups your direct reports are members of.
Use the 'View by' filter 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.
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. If you do not see these buttons, then all of the data is displayed currently.
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.
4️⃣ 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 sentiment regarding your direct reports or hierarchy 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 direct reports or hierarchy have participated in 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.
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.
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 (that you have permission to view reviews for) who participated in any of the selected cycles and their manager (likely you) 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.
Visibility on the 'Trends over time' tab will depend on what groups your direct reports are members of.