Within the Effectiveness module, you have access to 7 survey templates.
As with any survey, it’s important to consider your organizational context and the challenges you’re trying to solve. For example, if you’ve invested heavily in manager capability over the past year, you may ask: “Is a Manager Effectiveness survey the right survey to run?”
This guide helps you determine which feedback will be most effective for the problems you’re experiencing.
Overview of Effectiveness Offerings
Survey Type | Target Group | Feedback From | Feedback Type |
Individual Effectiveness 360 | Anyone | Manager(s), peers, direct reports (if applicable) | Qualitative & quantitative |
Leadership Effectiveness 360 | Senior leaders (e.g., C-suite, VPs, senior directors) | Manager (if applicable), peers, direct reports | Qualitative & quantitative |
Manager Effectiveness 180 | Managers | Direct reports | Mostly quantitative |
Manager Effectiveness 360 | Team managers | Manager/s, peers, direct reports | Qualitative & quantitative |
Manager Effectiveness 180 (Pulse) | Managers | Direct reports | Mostly quantitative |
Team Effectiveness | Teams (a group of individuals that work interdependently to a larger goal) | Inward. The team itself | Mostly quantitative |
Feedback 360 (Pulse) | Individuals at any level | Manager/s, colleagues, direct reports | Qualitative-only |
High-level Use Cases
At a high level, you can use your previous Engagement survey results to determine where you could focus your efforts.
If _____________ was a recommended focus area on your last Engagement survey… | Considering getting feedback through… |
Management | Manager Effectiveness 180, Manager Effectiveness 360, Manager Effectiveness 180 (Pulse) |
Leadership | Leadership Effectiveness 360 |
Learning & Development | Individual Effectiveness 360, Manager Effectiveness 360, Feedback 360 (Quick) |
Teamwork & Ownership | Team Effectiveness |
More Specific Use Cases
Digging a bit deeper, we’ll dive into the common reasons for using each of the templates.
Individual Effectiveness 360
Individual Effectiveness is a 360 (multi-reviewer feedback) optimized for individuals to identify their areas of strength and opportunity to further develop themselves. Common reasons to initiate individual 360 feedback:
Experiencing High Growth: When your organization is growing quickly, you need employees to scale with the challenges your organization is facing. An individual 360 can help your employees own their own development in addition to quickly pinpointing where the organization most needs them to develop their skills. Additionally, hiring can be an investment that takes employees away from their day to day work, so you want to make sure you’re making the best decisions possible. You can use aggregate 360 results identify where there are competency gaps for certain functions/teams that a new hire could fill.
Onboarding to a New Role: After a few months in a new role, a 360 can be used to get feedback on what could be improved to fully ramp into the new position.
Determining Company or Department L&D Needs: If learning and development is a recommended focus for the organization, the aggregate results of Individual 360s can help you pinpoint which programs would have the largest impact on the largest number of people for the company overall or in particular departments.
Moving From a Traditional Performance Review to Developmental Feedback: many companies are abandoning traditional annual performance reviews for more frequent developmental feedback. Individual 360s are a great way for individuals to receive developmentally focused feedback from their peers, direct reports, and manager
Leadership Effectiveness 360
Leadership Effectiveness is a 360 optimized for senior leaders (e.g., C-suite, executives and senior directors) to identify their areas of strength and opportunity to further develop themselves. As opposed to the Individual 360, Leadership Effectiveness includes competencies that are specific leaders and moving the organization forward. Common reasons to initiate leadership 360 feedback:
Lack of Confidence in Leadership: If you’ve received feedback that employees aren’t confident in your company’s leadership, a Leadership 360 can not only get that feedback to the leaders that need it, but also pinpoint what changes would make a real difference. Just be sure to prepare leaders to receive that feedback.
Changes in Leadership: Leadership changes can be disruptive to all involved, once a leader has had some time to settle in, consider a Leadership 360 to help their onboarding and determine where reality may not be meeting expectations.
Determining Leadership’s L&D Needs: If you’re jumpstarting a leadership development program, you may not be sure where to start. A leadership 360 can help you pinpoint which programs would have the largest impact on the largest number of leaders and the competencies that are most important within your organizational context.
Manager Effectiveness 180
Manager Effectiveness is a 180 designed to give managers quantitative, upwards feedback on their areas of strengths and opportunities to further develop themselves. Unlike in 360s, in 180s managers will get feedback only from direct reports and that feedback will be fully focused on their managerial skills. Common reasons to initiate manager effectiveness feedback:
Large Proportion of New Managers (or Managers With Growth Opportunities): New managers are most in need of feedback to determine how they can improve the experience of their direct reports and become the most effective version of themselves.
Determine Managers' L&D Needs: If you’re jumpstarting a manager development program, you may not be sure where to start. A manager effectiveness survey can help you pinpoint which programs would have the largest impact on the largest number of managers.
Pre and Post Assessment of Manager Training Effectiveness: Given the quantitative nature of the feedback, a manager effectiveness survey is ideal for assessing if a given program actually increased perception of manager effectiveness in a given area and overall.
Manager Effectiveness 180 (Pulse)
Manager Effectiveness 180 (Pulse) is a concise, pulse-style survey for managers to gather feedback from their direct reports, emphasizing key drivers of effectiveness, engagement, inclusion, and development. Common reasons to initiate Manager Effectiveness 180 (Pulse) feedback:
Regular Pulse Check-ins: Suited for organizations prioritizing regular, light-touch pulse check-ins.
Minimizing Survey Fatigue: Designed to minimize survey fatigue due to its shortened nature.
Tracking Trends Over Time: Ideal for monitoring trends in manager effectiveness and related outcomes frequently.
Team Effectiveness
Team Effectiveness gives teams (a group of individuals who interdependently work towards the same goals) the opportunity to provide inward feedback to identify how they can improve working together and collectively take action. Common reasons to initiate team effectiveness feedback:
Following a Restructuring: Once the team has had some time to settle, consider sending a team effectiveness survey to help speed up the stages of team development.
Communication Breakdown: Through engagement feedback (or other sources of data) you may find a specific team could benefit from learning their key opportunities for improvement and taking action.
Manager Effectiveness 360
Manager Effectiveness 360 is designed for team managers to collect holistic, multidimensional feedback from their own managers, peers, and direct reports on their management skills. Common reasons to initiate Manager 360 feedback:
Holistic Insight for Development Cycles: Recommended for managers seeking actionable insight into their effectiveness and impact, especially where nuanced feedback from multiple sources is valuable.
Performance Reviews: Well-suited for performance reviews to provide a comprehensive view of a manager's strengths and development opportunities.
Organizational Change: Ideal for moments of organizational change when managers want direct guidance for growth.
Feedback 360 (Quick)
Feedback 360 (Pulse) offers a rapid, qualitative-only 360 feedback experience for individuals at any level, using lightweight, open-text contributions from multiple sources. Common reasons to initiate Feedback 360 (Quick):
Rapid, Low-Friction Feedback Cycles: Use this template whenever quick, easy feedback is needed.
Post-Project Completion: Ideal for gathering feedback after a project finishes to capture timely insights.
Onboarding New Team Members: Useful for quick feedback during onboarding to help new employees settle into their roles.
Informal Performance Conversations: Suited for casual discussions about performance and development without formal ratings.
Tip: Effectiveness surveys can help create and reinforce a culture of feedback. You can start at the Leadership, Manager, or Team level:
Leadership or Manager: Employees get a chance to practice giving feedback and see leaders model how to receive it.
Team: Teams can receive feedback together and use it as a team-building exercise to act on insights collectively.
Overlapping Use Cases
Manager Feedback in Individual 360, Manager Effectiveness, and Manager 360: While it's true there's the ability for direct reports to give their managers feedback in the Individual 360, there are important distinctions for when you would choose one over the other.
Manager Effectiveness 360 is a Better Choice When:
You want a holistic, multi-rater view of a manager or leader of teams' performance, including from their manager, peers, and direct reports.
You need nuanced feedback to inform individual growth, coaching, and development plans for a leader/manager of teams.
You want to get feedback on a broad set of skills important for managers, such as accountability, change management, and work/life balance.
Manager Effectiveness 180 (and Pulse) is a Better Choice When:
You want to see an overall manager effectiveness index and understand the drivers of manager effectiveness in your organization.
You need to compare results pre and post a training program.
You want to easily see results in aggregate across manager populations (e.g., using a heatmap to find hot spots for particular departments).
You only want to provide upwards feedback to your manager population.
Your managers are new to receiving feedback (it can be easier to receive quantitative results than qualitative).
You want to run frequent, low-friction pulse checks on manager effectiveness. * You need a quicker, more streamlined survey for higher response rates.
Individual 360 is a Better Choice When:
You ultimately want managers and non-managers to receive feedback.
You want managers to receive feedback on their overall effectiveness, including competencies that may not be manager-related.
You want individuals to receive feedback from all relationships, not only direct reports but also peers and their manager.
You want someone to easily and clearly see the discrepancy between their self-perception and others' perception.
You require a more comprehensive and structured 360 survey, including quantitative ratings and detailed competency mapping.
Feedback 360 (Quick) is a Better Choice When:
You need rapid, lightweight, and qualitative feedback for an individual.
You want a low-friction survey experience, ideal for quick pulse checks or after project completion.
You want to encourage a more individualized and less structured way of getting insights.
You are running a feedback cycle where time and cognitive load are constraints.
When to Send Targeted Surveys Versus Centralized Surveys
You’ll notice some of the above use cases are organizational-wide (for example, restructuring) while others are specific and targeted to an individual or team (for example, onboarding to a new role). In the below, a centralized survey means sending to all that are eligible for a particular survey. Using Manager Effectiveness 180 as an example, the centralized approach would be sending to all managers and direct reports in the organization, while the targeted approach would be sending to only new managers and their direct reports.
A Centralized Survey is a Better Choice When:
You want to be able to easily see results across groups.
You want to provide additional context of how the feedback compares to the organization overall (for example, how does your team compare to other teams at the organization? Or how do your results as a manager compare to all other managers at your organization?).
You don’t have the resources to customize feedback to individual contexts.
A Targeted Survey is a Better Choice When:
You need to customize the survey for a particular group (for example, a team is having issues with a particular theme and needs to deep dive into feedback in that area).
The catalyst is event or time-based (for example, everyone completes an individual 360 when starting a new role, or managers receive manager feedback at the 6-month mark).
You don’t have the resources to walk the entire population through their results.
You are sending a Feedback 360 (Quick) survey for a specific, fast-paced development need.
Tip: Targeted surveys can be time-consuming, especially for smaller teams. Once an organization has a mature feedback culture, you can empower employees to request feedback on their own schedule by enabling employee-driven 360s. . This approach works particularly well with the Feedback 360 (Pulse) template, thanks to its low-friction design.
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