Create & evaluate team & project feedback

Create surveys using the question library

With LoopNow, creating team feedback surveys as an administrator is easy and quick. You can access our extensive catalog of scientifically based topics and questions, and customize the survey settings to specify who should be asked about which topics, which groups can view the results, when the survey starts and ends, and whether reminders should be sent to participants.

Team Feedbacks provide assessments on the performance of teams, rather than on individuals within the team.

Create Team & Project Feedback (survey) 

1. Navigate to "Manage Surveys" in the main menu on the left side via the clipboard icon.
   
   
2. Click on "+ Create Survey".
   
   
3. Click on the "Pulse" field & enter a title/name for the survey.
   
   
4. Confirm by clicking "Next."
   
   
5. Select one or more of the pulse topics and questions from the topics and questions library. You can also create your own topics and questions first (see next section) and then select them.
   
   ->> Download info sheet questionnaire
   
   
6. Confirm the selection of questions by clicking "Save change".
   
   
7. Using the settings icon (three sliders) in the upper right corner, you can:
   
   
   • customize the title of the survey
     
     
   • add an invitation text.
     IMPORTANT: This invitation text will be used as text in the invitation email and can be used to prepare the respondents for the survey in terms of content or to inform them about the purpose of the survey.
     
     
8. Enter the groups that are to be assessed. 
   
   
9. In the next field, enter the persons or groups who should answer the survey.
   
   
10. Then choose whether the feedback should be anonymous or not (keep in mind the setting of the minimum threshold of required anonymous responses in the "Organization settings").
    
    More about anonymity 
    
    
11. In the next step, specify the users who are allowed to view the responses.
    
    
12. Now select via the check box whether the preset persons for the visibility of the partial results for this survey are allowed to see the partial results. For team leaders, this may be a useful setting to be able to take more targeted action with the assessment of your team.
    
    Read more about visibility of partial results here
    
    
13. Now choose a schedule suitable for your use case. Basically, we recommend setting a deadline to get answers faster. Use the schedule "Deadline" for this purpose.
    
    
14. Fill in the corresponding date fields.
    
    
15. Finally, save the survey as a draft (feedback request not active) or send it at the start date (feedback request active).

 ->> Create survey now 

Introduce own topics & questions 

Store questionnaires that already exist on paper or in other systems in LoopNow or create a new survey yourself.

If you want to enter new questions in LoopNow, it is helpful to first consider whether you want to use open questions or questions with a numerical scale. We recommend using numeric scales (e.g. 5-star scale) because they allow comparisons (e.g. between departments) and allow you to measure changes over time.

Tip: You also have the option in LoopNow to create your own scales with numbers, stars or text. Please make sure to consider the color code when creating them (green=positive result, red=negative result).

Please also note that only one scale can be assigned per topic due to the evaluability of the results.

To create or adapt topics and questions, proceed as follows:

1. Navigate to the "Edit Topics & Questions" in the main menu on the left side via the clipboard icon.
   
   
2. Click on "+ Add topic with questions" to create a new topic.
   
   
3. Click the "Group" button, enter the title of the topic and click "Next".
   
   
4. Via the settings icon you now have the possibility to adjust the title and the description of the topic as well as to delete the topic again.
   
   
5. Click on "+ Add question to [topic name]" to add a question or statement.
   
   
6. Optionally, provide a description or suggestions for improvement.
   
   
7. Also adjust the translation if you want to output the survey in multiple languages.
   
   
8. Confirm with "Save" and repeat the process to add more questions/statements.
   
   
9. Finally, select the response/rating scale provided for the topic.
   
   
10. Click on "<- ALL TOPICS" to return to the topic overview.

->> Now create topic with questions 

->> Create your own scale now

Adjust Team & Projekt Feedback (survey) 

If you want to adjust the survey, proceed as follows:

1. Navigate to the surveys overview in the menu item "Manage surveys".
   
   
2. If necessary, filter by "PULS" to display only pulse surveys.
   
   
3. Navigate to the survey settings by hovering over the survey title and then clicking the gear on the right.
   
   
4. Now you can see the details and adjust them. 
   
   
5. Finally, confirm everything by clicking "Save".

Answer to Team & Projekt Feedback (survey) 

1. All users who should answer the survey will be contacted by e-mail.
   
   
2. Click on the button "ANSWER NOW!" within the e-mail received for this purpose. Alternatively, you can view at any time on the Homehub which surveys you have already answered and which are still open. Your answers can be viewed and edited via the Homehub until the deadline.
   
   
3. Answer the survey using the rating/response scales.
   
   
4. Enter a comment in the comment field:
   
   
   • As an additional comment to the rating scale.
     
     
   • If the question is worded in such a way that you should give a comment.
     
     
5. When you get to the end of the survey, you will no longer see a question card, but the note:
   
   
   • "Thank you very much!" if there are no more surveys open.
     
     
   • "Thanks a lot, keep up the good work!" if you still have one or more surveys open to answer.

Analysis of results 

Depending on the level of authorization, users have different options for survey evaluation. For this reason, we have divided the following into "Every user" and "Administrator" categories. The basis for survey evaluation is that users must have authorization to view the answers.

Administrator

Administrators have several options for effectively analyzing surveys. Like every other user, they can analyze each question with a development over time on the profile of the team or project. They can also use the heatmap to compare individuals from specific departments and identify high performers in the company.

Again, it is essential for administrators to have authorization to view the answers for effective survey evaluation.

Team profile:

1. To access a person's profile, click on the magnifying glass icon in the main menu and search for their name.
   
   
2. Click on the "RESULTS" tab.
   
   
3. Filter the results by "Group."
   
   
4. Select the survey you want to view.
   
   
5. Choose the topics and questions you want to evaluate. You can also limit the time frame if necessary.

Heatmap:

1. To access the heatmap, click on the graph icon in the main menu.
   
   
2. Filter the results by the following criteria for a targeted display:
   
   
   • User attribute (such as department)
     
     
   • Survey under "GROUP QUESTIONS" (select the desired survey here)
     
     
3. You will now see the results for the selected department(s).
   
   
4. You can also expand the topic shown above to view the assessments for individual questions.

Every User:

1. To access the team profile, click on the magnifying glass icon in the main menu and search for the team or person.
   
   
2. Click on the "RESULTS" tab.
   
   
3. Filter the results by "GROUPS".
   
   
4. Filter by the survey you want to view.
   
   
5. If you have been specified as a user who can see the responses, you will find them under the respective topics.
   
   
6. You can evaluate the individual questions of the topics from here.

Back to the use cases overview