Check out the on-demand presentation here: https://success.qualtrics.com/TheLean360__watch.html Employees at all levels are eager to receive constructive feedback and organizations understand that feedback is a crucial step in developing future leadership. However, for organizations with a lean budget or small team, the idea of designing and managing a 360-feedback assessment program can seem daunting. Join us as Ross Mecham, Director for Organizational Development at Virginia Tech, highlights how organizations of all sizes can manage top-notch feedback programs with limited resources.

1. Ross Mecham
Director for Organizational Development
Virginia Tech Human Resources

2. Housekeeping o This presentation is being recorded, a
copy of the presentation and slides will be
distributed within 48 hours
o Please chat questions throughout using
the chat window, we will designate time at
the end for Q&A
o Join the conversation on Twitter by using:
@Qualtrics #360feedback

3. Introductions
A Qualtrics Refresher
The Lean 360
Q&A
Today’s Agenda

4. Introductions
ROSS MECHAM | VIRGINIA TECH
Director for Organizational Development
rmecham@vt.edu
JORDAN MENZEL | QUALTRICS
Employee Insights
jmenzel@qualtrics.com

5. Customer Insights
Voice of the Customer Programs
Customer Satisfaction Surveys
Net Promoter Systems
Website Experience Feedback
Employee Insights
360-degree Employee Feedback
Employee Engagement Surveys
Employee Satisfaction Surveys
Exit Interviews
Market Insights
Ad Testing
Concept Testing
Market Research
Academic Studies
All your insights in one place

6. An Overview
ü The lean process
ü Before you begin
ü Developing the assessment
ü Result considerations
ü Feedback conversation

7. The Lean
Process
At the heart of Lean thinking is the
idea of delivering the most value
to your customers in the shortest
amount of time, using the least
resources possible.
Why is lean good for business?:
o Just-in-time learning
o Leveraging the nimble
o Mobilizing the genius within

8. The Lean
Process
o Shoestring budget
o Limited human resources
o Entrepreneurial spirit
o VISION
At the heart of Lean thinking is the
idea of delivering the most value
to your customers in the shortest
amount of time, using the least
resources possible.
Why is lean good for business?:

9. The Lean
Process
Tasked to live out a vision with
limited resources
Everyone must be lean at times:
o Do everything yourself
o Leverage technology
o Align for impact
o Form partnerships

10. Employees
7k
Students
31k
Budget
$1.35b
Deans
24

11. Lean Feedback
Getting the right feedback from
right people at the right time in
one’s career leads to more a
effective organization.
A little development goes a long way:
o 360-degree feedback is a system in which
individuals receive confidential information
from people who work around them
o Rich in feedback, many steps
o Can be a significant component of a lean
process.

12. Start with the end in mind
o Think strategically about your objectives
o Is this a question where 360-degree feedback
would help?
o Consider organizational culture
Lean tip: Use one person and mobilize
your genius!

13. First things first
o Take time to plan accordingly
o Get leadership on board
o Alignment is critical to achieve outcomes
Lean tip: Align people and process for
impact

14. Ask the right questions
o Leverage Qualtrics resources
o Key guidelines:
ü Stick to competencies
ü Ask about observable behavior
ü Ask clear questions
ü Anchor ratings well
o Assess the assessment
o Alignment is critical to achieve outcomes
Lean tip: Use one person and form
partnerships

15. Assessment timeline
Lean tip: Leverage technology
Subject
nominates
raters
Admin
approves
raters
Raters
and
subjects
take
assessment
Admin
reviews
reports
Feedback
conversa8on
1 Week 3 Days 2 Weeks 3 Days 1 Day

16. Communication is key
o Communicate:
ü Expectations
ü Process
ü Confidentiality
ü Outcomes
o Alignment is critical to achieve outcomesLean tip: Just-in-time learning/
communicating

17. Communication is key
o Subjects, raters, & leadership need:
ü Intro to process
ü Clear timelines
ü Reminders
ü Thank you’s
o Alignment is critical to achieve outcomesLean tip: Just-in-time learning/
communicating

18. Result considerations
o Critical questions to ask:
ü Who will receive the results?
ü Will individual data be confidential?
ü Will feedback be aggregated?
ü Can you see trends?
o Alignment is critical to achieve outcomesLean tip: Mobilize the genius and form
partnerships

19. Feedback coaching
o Insight in the patterns
o JoHari Window conversation
o Individual development plan
Lean tip: Align process, mobilize the
genius, form partnerships

20. Q&A
ROSS MECHAM | VIRGINIA TECH
Director for Organizational Development
rmecham@vt.edu
JORDAN MENZEL | QUALTRICS
Employee Insights
jmenzel@qualtrics.com