Use this guide to learn more about how to give Performance feedback on a Project using the IAND platform.
Performance feedback is our integrated 360° performance review system, designed to drive collaboration, track performance and uncover success stories. Each Portfolio can tailor their question set, making it easier to respond to changing regulations, client targets and track the metrics that matter to you. Any Level A-D user can provide feedback on a Project, if they are on the Project Team.
Requested either monthly or quarterly, both clients and suppliers involved in a Project can provide feedback. The feedback window is 2 weeks long and you will be reminded of open rounds in weekly action reminders and on the day the round closes.
TIP! If you want to learn more about what makes great Performance feedback, see this IAND Academy guide.
TIP! Your feedback won't be shared with others until the feedback round closes. This means that you can draft your feedback and then review and update it before the deadline, giving you time to consult with colleagues where needed or consider how to deliver difficult feedback.
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Giving feedback
As a Project Team member, once feedback is due for your Project you will receive an automated email from IAND. Click on the "Give feedback" button in the email to open the performance feedback form on the platform.
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Draft: Draft your feedback responses and click "Submit feedback" to save your changes. Feedback is accessible to both your team and your supplier, so we recommend providing constructive and useful feedback.
- Review and update: You can review and edit your responses until the 2 week feedback window closes. This enables you to get input and sign off from your colleagues. Access the open feedback round by finding the Project in your Projects Index or viewing "All actions" in your My Actions index. Click on the deadline to reopen the form.
Note: When updating, remember to click "Update feedback" to save your changes. - Results: When the Performance feedback round closes, your responses will be automatically submitted and can no longer be edited. Everyone on the Project Team and the Supplier team will be notified via email that the results are in. Both clients and suppliers will have access to the scores and comments on the relevant Project page and from 'Manage performance' in the Projects module on a Company Profile.
Managing Performance Feedback rounds
You can use the Project Index to view which Projects require your feedback and the deadline dates.
- In the top navigation bar, hover over "Projects" and click "My projects"
- View Performance status in the column on right
- Access the feedback form by clicking on the deadline link
TIP! You can filter the Project Index 'By staff member' and by 'Open feedback' to prompt your colleagues to complete their feedback.
Tracking performance
Once feedback is collected, the Performance score and comments will be published on the Project page for the team to read, discuss and act upon. You can see a supplier's average overall performance score across Projects on the Companies Index and average Project performance score on the Project Index.
Manage performance page
To see a breakdown of a supplier's overall performance across all Projects (including historic performance data) you can go to their "Manage performance" page. Navigate to this page by expanding the "Performance" module on a supplier's Company Profile and clicking "Performance report".
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Summary information: See a summary of you and your supplier's average Project performance over time for the Projects that you are working together on and the total Project spend for that supplier across these Projects.
TIP! Use the "Select question" drop down under "Performance over time" to update the chart to show performance trends over time for specific questions (e.g. quality, cost or safety).
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Performance history: Search all of the supplier's past performance feedback on Projects and use the "State" filter to explore either completed or currently open performance feedback rounds. For more on how to set up Project performance feedback on a Project, see this IAND Academy guide.
TIP! You can also sort your results by date period, your organisation's scores or your supplier's scores.
In addition, Level A & B users can view performance scores across the responsive Performance Insights report. For more on Insights reporting, see this IAND Academy guide.