The results delivery phase is almost the most important of all the review phases as it is the one that will allow you to accomplish the goal that led you to start the review in the first place.
💡Nailted recommends to follow a guided process delivering the results through a 1:1 meeting, as it will ensure that all participants receive their review results having a space to discuss them with their manager.
Depending of the configuration that we have set up for the review, there will be two different scenarios:
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The review is set on manual mode: Administrators start the results delivery phase and confirm its duration. Next, they sent a notification to managers informing them that it is time to give the results to their direct reports and, in the case that the results are delivered through a 1:1 meeting, they will be advised to start to create their 1:1 meetings to deliver the results.
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The review is set on automatic mode: Once a person has their results ready (either because they have already collected the necessary feedback or because the manager's calibration is complete) they will automatically be transferred to the results delivery phase, the manager will receive a notification to deliver the results of their Direct reports via a 1:1 meeting (if administrators have set up results delivery via a 1:1 meeting).
What happens when the Results delivery phase starts?
Once the results delivery phase has started, it is possible to differentiate two different ways to deliver the results depending on how the review has been configured:
1 Delivery of results via a 1:1 meeting
Once that the manager has been notified that the results are ready to be delivered, the below process starts:
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Managers receive a notification and from it, they access the campaign that is in the results delivery phase.
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The manager will set up a 1:1 meeting to which a special agenda for the delivery of results will be automatically added that is shared between the manager and the Direct report.
If the manager did not have a series with this person, they can create one now, and if they already had one, they can decide whether within the same series to reuse a meeting to deliver the results or to create a new meeting to deliver the results.
💡It is possible to use a predefined Nailted agenda or one specially created by administrators for this review. See here how to create a 1:1 meeting template.
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As each manager leads their teams in their own way, having full control to send the results at the time that they choose. Otherwise the system will send them 48 hours before the 1:1 meeting takes place to ensure that the Direct report has enough time to review them prior to the meeting.
The Direct report as well as the manager can add points to the agenda once the calendar invitation arrives to their inbox.
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On the day of the meeting, the Direct report and manager review the results together. During the meeting, they can add notes and agree on tasks to be carried out and set objectives according to the results obtained.
On 1:1 meetings there are two different types of notes that can be taken:
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Private notes: Managers and direct reports can make private notes before or during the meeting that will only be visible by them to write comments prior the meeting, for example. Managers beside the regular private notes will have notes that are shared with the company that will be visible by administrators and can be used to provide highlights about any warning that the manager detects about the Direct report and wants to pass through the administrators.
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Shared notes: These notes are taken during the meeting and are visible by direct reports and managers. They can be used for example for taking the meeting meeting notes to have a record of what has been discussed.
💡Nailted can provide specific training for managers about how to perform a 1:1 meetings and hold difficult conversations.
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2 Delivery of results via 1:1 has been deactivated
Once that the manager has been notified that the results are ready to be delivered, the below process starts:
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The manager and administrators can decide when they would like to send the results to the participants.
Managers will be able to send the results one by one to their direct reports through my.nailted. Administrators have different options to send the results:
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Send all the results at once by clicking on the Finish campaign button that will trigger that automatically all the participants receive their results.
⚠️The results will be automatically sent to participants when finalizing the campaign only if the Send results at the end of the campaign button has been activated.
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Don’t finalize the campaign and by accessing their app.nailted account sending the results one by one to the participants or in different batches by clicking on the Send results button.
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Participants will receive a notification informing them that their results are available.
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By accessing my.nailted, participants will be able to review their results.
Administrators will have visibility of the status of the delivery of results and will be able to advise managers if they have any questions about this process.
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