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RMS Resource Management Services

Project Steps

Managing your own 360° appraisal

Running your own 360° appraisal with RMS is simple – you control everything online through this website. At any stage during the process we are here to help if you need us to. The basic steps in the process are:

  • obtain a license to use our 360° online assessment system
  • create your 360° appraisal feedback form
  • specify the participants in the 360° appraisal
  • use our system to collect the feedback and create the 360° appraisal reports
  • make the 360° appraisal report available to the person receiving the feedback

To complete a successful 360° appraisal using this website, you will usually need to complete the steps 1 through 5. You may need to vary the steps slightly for your specific 360° appraisal project.  We can provide full advice on your best options.

Once the 360° appraisal project is complete, you can then repeat the process for new sets of staff or set up a completely new project for a different area of your business.

Step 1 – Licensing and setting up your 360° online assessment project

  • First, you need to buy a licence to collect feedback for a specified number of staff. Your licence should allow for the maximum number of participants that will be receiving 360° appraisal feedback.

We will then give you your own 360° appraisal project area with its own web address so you can start to set up and run your own 360° appraisal project.

  • When your 360° appraisal project is initiated, we will give you an Administrator password. This will allow you to enter the site and set up all aspects of the project, including editing the contents of the standard emails to make the project specific to your organisation.

Step 2 – Creating your 360° assessment form

At this stage of the process, you create the 360° appraisal form like the one in our example [link to example form page], that will be used to collect the 360° assessment feedback.

  • Create your 360° assessment form by choosing competence headings and behaviours, rating scales and reporting relationships. If you already have a form designed this can just be copied on to the website. Refer to designing your 360° assessment form for more information.
  • Finalise your 360° assessment form by adding appropriate comment questions, such as: “What are this individual's key strengths/development areas?”

When your form is completed, you can start setting up who is to receive feedback and who is to provide the feedback.

Step 3 – Specifying the participants in your 360° appraisal

  • First, add the names and email addresses of the participants – those staff who are to receive feedback.
  • You can now launch the 360° appraisal project. Our 360° appraisal system will automatically send an email to each participant. The email sent to participating staff contains instructions and a clickable link to your project website and a password. When the participants click on the link and enter their password they will be asked to specify which staff will be providing feedback for them. We call this the "nomination phase".

Step 4 – Collecting feedback

  • Our 360° appraisal system will automatically send an email to all the staff nominated to give their feedback. The email will contain instructions, a clickable link and a password. When they click on the link and enter their password they will be presented with the name(s) of the staff they must provide feedback for.
  • Staff will then use the online form to provide feedback for the participants. They will enter ratings and comments against the behaviours set up on the form.
  • The administrator can log on to the website and monitor who has completed the 360° appraisal forms. Automatic email reminder messages can then be sent to those who are late completing their feedback.

Both the project administrator and each participant can monitor the progress of each of their nominated staff using a simple, online report.

Step 5 – Making the reports available

  • When all the online forms have been completed, the participant can go onto the website, enter their password, and access their appraisal reports. Reports are designed to present feedback from different perspectives so that the individual receiving the feedback receives a rounded view.
  • Participants review the full range of reports and identify their key strengths and development areas. If required, RMS can print off a bound, colour report summary for each individual. Each report can be shown as a table and/or graphics. Participants can print or save reports that are of key interest to them.
  • Each participant reviews their key findings with their line manager, course tutor or external consultant to create a development plan.