In this guide we will show you how to request feedback for a project using our integrated 360° performance review system (ISO 44001 compliant).

Each portfolio can tailor their question set (Level A - Super users only), making it easier to respond to changing regulations and client targets, and track the metrics that matter to you. Feedback is captured and managed on a project by project basis.

How to request project feedback

  1. To start, locate the project you wish to request feedback on. You can find all projects in your Project Index.
    Note: Feedback is requested from all members of the project team, whose names can be found on the project page. Make sure to check who is part of your project team, in case you wish to add a live colleague to the project or invite a new colleague to the platform.

  2. Locate the Performance module and click ‘Setup project feedback’.

  3. Set frequency of reviews. Setup is easy and straight-forward. Choose to collect feedback on a monthly or quarterly basis by selecting the frequency, and set a start date for the period.

  4. Done! Once feedback is setup, emails will be sent to your project team and your supplier, requesting that they provide feedback on the project. Your supplier and your project team will have one week to provide feedback.

As soon as reviews have been collected, an email to each member of the project team will be sent, with a link to access and read the reviews.

Tip! Make sure to share positive feedback. This is a great opportunity to strengthen the relationship. If your feedback is negative, be constructive and consider contacting your partner before submitting.

Track performance

Once feedback is collected, the Performance score (standard metric that is consistent between each portfolio) will be published on the project page for the team to read, discuss and act upon. In addition, client users can view performance scores across Insights, Company Index and Project Index.

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