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THE 360-DEGREE
FEEDBACK EVALUATION
DESIGN:
Motivating Leaders, Strengthening Programs, and Advancing
Organizations
By
Natosha Word LMSW
PERFORMANCE
EVALUATIONS…WHO CARES?
Society for Human Resource Management (SHRM) – The 2000
Performance Management Survey
 HR professionals reported that many executives and
managers did not use their performance management
system
Towers-Watson- 2012 Global Workforce Study
 Only 44% of organizations do an effective job of using
technology to deliver the performance management
process
PERFORMANCE
EVALUATIONS…WHO CARES?
Research firm I4CP- 2013 Keys to Performance Management
 55% of respondents stated existing performance
development processes had a positive impact on
their organizations
 28% believed their organizations were effective at
performance management
SHRM- 2014 HR Professionals’ Perceptions About Performance Management
Effectiveness
 53% of HR prof. gave their organizations C+-B
21% gave a C
2% gave an A
WHY WE DON’T CARE
https://www.youtube.com/watch?v=pciLAbaxO
Rk
A POWERFUL NEW
MODEL FOR EMPLOYEE
ASSESSMENT
The 360-Degree Feedback Model
WHAT IS A 360-DEGREE EVALUATION DESIGN?
 An assessment and evaluation instrument
 Known as a multisource or multi-rater evaluation system
 Utilized to evaluate and enhance job performance skills
 Measures behaviors and competencies
 Assess program effectiveness and intent
HISTORY OF THE 360-
DEGREE FEEDBACK
 First used by the German Military during World War II
 Utilized by T-Groups during the same time as WWII
 Gained momentum after being used by Esso Research and
Engineering Company in the 1950’s
 It’s suggested that the first 360-degree instrument was created in 1973
by Clark Wilson, PHD (Survey of Management Practices)
 Most organizations understood/accepted the multi-rater concept by
the 1990’s
 Influences salaries
 Outdated evaluative criteria
 Hierarchical one-way
 Lacks improvement guidance
 Identifies weaknesses
 Decreases morale
 Inspires professional growth
 Newer model/research based
 Multiple reviewers
 Increases skill knowledge
 Identifies strengths & weaknesses
 Facilitates behavior change
WHAT’S THE
DIFFERENCE?
Traditional Evaluation Models 360-Degree Feedback Model
WHO UTILIZES THE 360-
DEGREE FEEDBACK
MODEL?
Professionals seeking growth and longevity…
EDUCATIONAL
INSTITUTIONS
School principals rarely receive
feedback that would improve their
leadership. Often, feedback is task
centered.
With the 360-degree feedback model,
principals have the opportunity to
gain trust and respect from co-
workers and staff.
EDUCATIONAL
INSTITUTIONS…
 Principals/Leaders feedback:
• Teachers
• Parents
• Fellow principals
• Guidance counselors
• Social workers
• Office staff
• Students
 Managerial self-awareness (MSA) accomplished
• Strengths & Weaknesses
• Skills
• Personality/abilities
HEALTH CARE
INSTITUTIONS
Studies suggest that the 360-degree
feedback method improves emotional
intelligence (EI) in physicians.
Professionalism, interpersonal and
communication skills are 2 of the 6
core clinical competencies that if
strengthened will improve the EI of
physicians.
HEALTH CARE
INSTITUTIONS…
 Physicians/Leaders feedback:
• Nurses
• Therapists
• Pharmacists
• Other physicians
• Social workers
• Patients
 Relatively new in the health care organizations
 Significant reduction in disruptive behaviors & behavioral complaints
 Improves patient satisfaction & adherence to treatment regimens
SPORTING ARENA
The role of a coach is essential to the
performance of any team or athlete.
Understandably, many believe that sports
play an important role in our economic,
political, cultural and social world.
In the sport arena the coach-athlete
relationship is imperative to improving
sporting success. The 360-degree feedback
model helps coaches understand their roles
in the organizational success.
SPORTING ARENA…
 Coaches/Leaders feedback:
• Athletes
• Other coaches
• Parents
• Sponsors
• Fans
• Line managers
• Administrators
• Support staff
 Successful performance management, effective problem solving and work
habits
BENEFITS OF USING THE
360-DEGREE EVALUATION
MODEL
More Than a Salary Increase…
PERSONAL BENEFITS
 Multiple perspectives
 Relationship & trust
 Understanding strengths & weaknesses
 Increased job satisfaction
 Individual ownership for self-development
 Leadership development
 Improved communication
 Performance improvement
 Generates accountability
ORGANIZATION
BENEFITS
 Amplified productivity & quality
 Extremely developed workforce
 Increased promotions from within
 Creates a interactive learning culture
 Improves managerial skills and behaviors
 Produces competent leaders
 Aligns organization vision with strategy
 Spawns training needs assessment
 Builds organizational longevity
PROGRAM BENEFITS
 Program intent
 Impact assessment
 Continuous research
 Permanence
 Recurring Funding
 Cost cutting
 Exploration/new initiatives
 Evidence & Justification
 Integrated implementation
HOW 360-DEGREE
FEEDBACK COULD FAIL
 Lack of participation from upper management
 Not aligned with organization mission/vision
 Lack of communication/trust
 Poor planning
 Inappropriate delivery of feedback
 No development plan
 No follow up
 Lack of confidentiality
 Vague questions
BEST PRACTICE
How to use the 360-degree feedback model
BEST PRACTICE METHOD
360-
degree
Establish
purpose
Clarify
Anonymity
Prepare/Plan
ImplementReview &
Interpret
Develop
action plan
Follow-up
ESTABLISHING PURPOSE
Strategic Needs/ Specific Purpose
______________________________________________
Management
Development
Succession
Planning
Performance
Management
Coaching
Career
Development
CLARIFY ANONYMITY
What data is confidential
and anonymous?
Enforce
confidentiality
agreements
Written comments
transcribed or
summarized?
What feedback is
shared with a person’s
manager?
How will results be
used? Integrated?
What is the minimum
number of respondents?
PREPARE/PLAN
 Define objectives
 Communicate purpose
 State expectations
 Disclose anonymity
IMPLEMENTATION
C
oCommunication
A. Presentations
B. Individual Meetings
C. Written briefings
Control
A. Roll out over a period of time
B. Careful scheduling
C. Good tracking system
REVIEW AND INTERPRET
Competencies that make a
difference to the organization
Discovering strengths
as the primary focus
Tailor results to
individual positions
Constructive & easy to read
results. Graphical & chart
data?
DEVELOP ACTION PLAN
Specific
Measurable
Attainable
Relevant
Timely
S.M.A.R.T.
DEVELOP ACTION PLAN
Provide Resources
_______________________________________________
Training
Mentoring
Self-
study
Job
Rotation
Coaching
Funds
Materials/
Staff
FOLLOW-UP
1. A follow-up should be conducted six
months to a year.
2. Change/behavior is hard and often
requires reminders.
3. Revisit a post 360-plan periodically.
360-DEGREE MODEL
DESIGN
Create your survey or use an already designed survey?
 Tailor content for specific
requirements
 Good for larger organizations
 Companies w/well established and
publicized leadership models
 Organizations w/ample HR
resources
 Saves time
 Benefit from expertise of others
 Benchmark data-compare
organizations
 Good for small organizations
 Better for new organizations with
limited HR resources
BUILD OR BUY?
Build Buy
DESIGN SELECTION
Several 360-degree instruments can be found online:
 Center for Creative Leadership www.ccl.org
 INSEAD Global Leadership Centre
http://centres.insead.edu/global-leadership
 3D Group www.3dgroup.net
 SelfStir Business www.selfstir.com (free)
CREATE YOUR OWN
 Your organization/program is unique
 Tailor survey to your organization/program
 Design survey around observable behaviors & performance-Not opinion
 Be mindful that your instrument is a research tool
 Create space for unstructured comments
 Invest in professional consultation
 Be time conscience
THINGS TO CONSIDER WHEN
CREATING YOUR OWN MODEL
 Identify competencies & expectations of your organization
1) Competencies- tied to values, mission, and strategy
2) Work with leaders- share knowledge/increase buy-in
 Differences by level
1) Creates an atmosphere of fair-mindedness
2) Specific behaviors and requirements differ depending on level of
employment
THINGS TO CONSIDER WHEN
CREATING YOUR OWN MODEL
Identify position-specific competencies
1) Does not require creating different 360-degree models
2) Add specific competencies for key positions and functions
 Quantitative vs. Qualitative
1) Quantitative allows for identifying strengths and weaknesses
2) Qualitative offers insight into specific issues
RATER SELECTION
The importance of rater selection for buy-in
SELECTING RATERS
 Rater selection is important to ensure buy-in and feedback results
 Self, management, and direct reports are always included
 External customers add unique perspectives on behaviors &
service
 Raters should have worked & known participant 4-6 months
 Raters should have frequent interactions w/participants
 Raters should understand participants role & job duties
TYPICAL RATER
SELECTION
1) Selected by participant based on
guidelines
2) Selected by direct managers
3) Selected by HR w/specific
guidelines (i.e. all peers must be
included)
4) Selected using collaborative
process by participant and manager
BUY-IN
 It’s benefits
 How it works
 Who will see the feedback results
 How and when results will be
communicated
 What the results are used for
 Who will participate (mandatory?)
 How raters are selected and their
roles
EFFECTIVE
INTERPRETATION AND
DELIVERY OF FEEDBACK
Access, Results, Interpretation and Feelings
ACCESS AND RESULTS
 The employee and a neutral feedback facilitator should have access to
the feedback reports
 As a rule, managers should not be allowed to interpret results or
handle feedback themselves
 Never allow employees to receive feedback in a printed form or online
report
 Feedback should be interpreted and delivered by professionals
experienced in delivering 360-degree feedback (H.R. or external
consultant)
INTERPRETATION
Feedback coach- Specialized skill
 Familiar with typical reactions/assists with handling feedback appropriately
 Assist with interpretation via open dialog over time
 Inspires employees to look within themselves and examine behavior
 Teaches employees to reflect on their interactions with others
 Encourages employees to examine their own performance while being honest
about needed development
 Emphasizes common themes of the raters to reinforce intended messages
Assesses data
HUMAN NATURE AND
FEELINGS
 Receiving feedback can invoke as much fear as public speaking
 Accepting feedback from others takes us out of our comfort zone
 Negative feedback is often viewed as rejection (vulnerability &
defensiveness)
 Undesirable feedback may threaten self-concept
 Our most intense emotions come from relationships; negative
feedback interrupts our relationships
 For many, our place within an organization defines who we are
SAMPLE REPORTS
Connecting For Children's Justice Conference 2015

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Connecting For Children's Justice Conference 2015

  • 1. THE 360-DEGREE FEEDBACK EVALUATION DESIGN: Motivating Leaders, Strengthening Programs, and Advancing Organizations By Natosha Word LMSW
  • 2. PERFORMANCE EVALUATIONS…WHO CARES? Society for Human Resource Management (SHRM) – The 2000 Performance Management Survey  HR professionals reported that many executives and managers did not use their performance management system Towers-Watson- 2012 Global Workforce Study  Only 44% of organizations do an effective job of using technology to deliver the performance management process
  • 3. PERFORMANCE EVALUATIONS…WHO CARES? Research firm I4CP- 2013 Keys to Performance Management  55% of respondents stated existing performance development processes had a positive impact on their organizations  28% believed their organizations were effective at performance management SHRM- 2014 HR Professionals’ Perceptions About Performance Management Effectiveness  53% of HR prof. gave their organizations C+-B 21% gave a C 2% gave an A
  • 4. WHY WE DON’T CARE https://www.youtube.com/watch?v=pciLAbaxO Rk
  • 5. A POWERFUL NEW MODEL FOR EMPLOYEE ASSESSMENT The 360-Degree Feedback Model
  • 6. WHAT IS A 360-DEGREE EVALUATION DESIGN?  An assessment and evaluation instrument  Known as a multisource or multi-rater evaluation system  Utilized to evaluate and enhance job performance skills  Measures behaviors and competencies  Assess program effectiveness and intent
  • 7. HISTORY OF THE 360- DEGREE FEEDBACK  First used by the German Military during World War II  Utilized by T-Groups during the same time as WWII  Gained momentum after being used by Esso Research and Engineering Company in the 1950’s  It’s suggested that the first 360-degree instrument was created in 1973 by Clark Wilson, PHD (Survey of Management Practices)  Most organizations understood/accepted the multi-rater concept by the 1990’s
  • 8.  Influences salaries  Outdated evaluative criteria  Hierarchical one-way  Lacks improvement guidance  Identifies weaknesses  Decreases morale  Inspires professional growth  Newer model/research based  Multiple reviewers  Increases skill knowledge  Identifies strengths & weaknesses  Facilitates behavior change WHAT’S THE DIFFERENCE? Traditional Evaluation Models 360-Degree Feedback Model
  • 9. WHO UTILIZES THE 360- DEGREE FEEDBACK MODEL? Professionals seeking growth and longevity…
  • 10. EDUCATIONAL INSTITUTIONS School principals rarely receive feedback that would improve their leadership. Often, feedback is task centered. With the 360-degree feedback model, principals have the opportunity to gain trust and respect from co- workers and staff.
  • 11. EDUCATIONAL INSTITUTIONS…  Principals/Leaders feedback: • Teachers • Parents • Fellow principals • Guidance counselors • Social workers • Office staff • Students  Managerial self-awareness (MSA) accomplished • Strengths & Weaknesses • Skills • Personality/abilities
  • 12. HEALTH CARE INSTITUTIONS Studies suggest that the 360-degree feedback method improves emotional intelligence (EI) in physicians. Professionalism, interpersonal and communication skills are 2 of the 6 core clinical competencies that if strengthened will improve the EI of physicians.
  • 13. HEALTH CARE INSTITUTIONS…  Physicians/Leaders feedback: • Nurses • Therapists • Pharmacists • Other physicians • Social workers • Patients  Relatively new in the health care organizations  Significant reduction in disruptive behaviors & behavioral complaints  Improves patient satisfaction & adherence to treatment regimens
  • 14. SPORTING ARENA The role of a coach is essential to the performance of any team or athlete. Understandably, many believe that sports play an important role in our economic, political, cultural and social world. In the sport arena the coach-athlete relationship is imperative to improving sporting success. The 360-degree feedback model helps coaches understand their roles in the organizational success.
  • 15. SPORTING ARENA…  Coaches/Leaders feedback: • Athletes • Other coaches • Parents • Sponsors • Fans • Line managers • Administrators • Support staff  Successful performance management, effective problem solving and work habits
  • 16. BENEFITS OF USING THE 360-DEGREE EVALUATION MODEL More Than a Salary Increase…
  • 17. PERSONAL BENEFITS  Multiple perspectives  Relationship & trust  Understanding strengths & weaknesses  Increased job satisfaction  Individual ownership for self-development  Leadership development  Improved communication  Performance improvement  Generates accountability
  • 18. ORGANIZATION BENEFITS  Amplified productivity & quality  Extremely developed workforce  Increased promotions from within  Creates a interactive learning culture  Improves managerial skills and behaviors  Produces competent leaders  Aligns organization vision with strategy  Spawns training needs assessment  Builds organizational longevity
  • 19. PROGRAM BENEFITS  Program intent  Impact assessment  Continuous research  Permanence  Recurring Funding  Cost cutting  Exploration/new initiatives  Evidence & Justification  Integrated implementation
  • 20. HOW 360-DEGREE FEEDBACK COULD FAIL  Lack of participation from upper management  Not aligned with organization mission/vision  Lack of communication/trust  Poor planning  Inappropriate delivery of feedback  No development plan  No follow up  Lack of confidentiality  Vague questions
  • 21. BEST PRACTICE How to use the 360-degree feedback model
  • 23. ESTABLISHING PURPOSE Strategic Needs/ Specific Purpose ______________________________________________ Management Development Succession Planning Performance Management Coaching Career Development
  • 24. CLARIFY ANONYMITY What data is confidential and anonymous? Enforce confidentiality agreements Written comments transcribed or summarized? What feedback is shared with a person’s manager? How will results be used? Integrated? What is the minimum number of respondents?
  • 25. PREPARE/PLAN  Define objectives  Communicate purpose  State expectations  Disclose anonymity
  • 26. IMPLEMENTATION C oCommunication A. Presentations B. Individual Meetings C. Written briefings Control A. Roll out over a period of time B. Careful scheduling C. Good tracking system
  • 27. REVIEW AND INTERPRET Competencies that make a difference to the organization Discovering strengths as the primary focus Tailor results to individual positions Constructive & easy to read results. Graphical & chart data?
  • 29. DEVELOP ACTION PLAN Provide Resources _______________________________________________ Training Mentoring Self- study Job Rotation Coaching Funds Materials/ Staff
  • 30. FOLLOW-UP 1. A follow-up should be conducted six months to a year. 2. Change/behavior is hard and often requires reminders. 3. Revisit a post 360-plan periodically.
  • 31. 360-DEGREE MODEL DESIGN Create your survey or use an already designed survey?
  • 32.  Tailor content for specific requirements  Good for larger organizations  Companies w/well established and publicized leadership models  Organizations w/ample HR resources  Saves time  Benefit from expertise of others  Benchmark data-compare organizations  Good for small organizations  Better for new organizations with limited HR resources BUILD OR BUY? Build Buy
  • 33. DESIGN SELECTION Several 360-degree instruments can be found online:  Center for Creative Leadership www.ccl.org  INSEAD Global Leadership Centre http://centres.insead.edu/global-leadership  3D Group www.3dgroup.net  SelfStir Business www.selfstir.com (free)
  • 34. CREATE YOUR OWN  Your organization/program is unique  Tailor survey to your organization/program  Design survey around observable behaviors & performance-Not opinion  Be mindful that your instrument is a research tool  Create space for unstructured comments  Invest in professional consultation  Be time conscience
  • 35. THINGS TO CONSIDER WHEN CREATING YOUR OWN MODEL  Identify competencies & expectations of your organization 1) Competencies- tied to values, mission, and strategy 2) Work with leaders- share knowledge/increase buy-in  Differences by level 1) Creates an atmosphere of fair-mindedness 2) Specific behaviors and requirements differ depending on level of employment
  • 36. THINGS TO CONSIDER WHEN CREATING YOUR OWN MODEL Identify position-specific competencies 1) Does not require creating different 360-degree models 2) Add specific competencies for key positions and functions  Quantitative vs. Qualitative 1) Quantitative allows for identifying strengths and weaknesses 2) Qualitative offers insight into specific issues
  • 37. RATER SELECTION The importance of rater selection for buy-in
  • 38. SELECTING RATERS  Rater selection is important to ensure buy-in and feedback results  Self, management, and direct reports are always included  External customers add unique perspectives on behaviors & service  Raters should have worked & known participant 4-6 months  Raters should have frequent interactions w/participants  Raters should understand participants role & job duties
  • 39. TYPICAL RATER SELECTION 1) Selected by participant based on guidelines 2) Selected by direct managers 3) Selected by HR w/specific guidelines (i.e. all peers must be included) 4) Selected using collaborative process by participant and manager
  • 40. BUY-IN  It’s benefits  How it works  Who will see the feedback results  How and when results will be communicated  What the results are used for  Who will participate (mandatory?)  How raters are selected and their roles
  • 41. EFFECTIVE INTERPRETATION AND DELIVERY OF FEEDBACK Access, Results, Interpretation and Feelings
  • 42. ACCESS AND RESULTS  The employee and a neutral feedback facilitator should have access to the feedback reports  As a rule, managers should not be allowed to interpret results or handle feedback themselves  Never allow employees to receive feedback in a printed form or online report  Feedback should be interpreted and delivered by professionals experienced in delivering 360-degree feedback (H.R. or external consultant)
  • 43. INTERPRETATION Feedback coach- Specialized skill  Familiar with typical reactions/assists with handling feedback appropriately  Assist with interpretation via open dialog over time  Inspires employees to look within themselves and examine behavior  Teaches employees to reflect on their interactions with others  Encourages employees to examine their own performance while being honest about needed development  Emphasizes common themes of the raters to reinforce intended messages Assesses data
  • 44. HUMAN NATURE AND FEELINGS  Receiving feedback can invoke as much fear as public speaking  Accepting feedback from others takes us out of our comfort zone  Negative feedback is often viewed as rejection (vulnerability & defensiveness)  Undesirable feedback may threaten self-concept  Our most intense emotions come from relationships; negative feedback interrupts our relationships  For many, our place within an organization defines who we are