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Preparing your initiative in a few simple steps

Our recommendations for keeping your process meaningful, without making it heavy

A well-prepared initiative is easier to launch, easier to understand, and easier to follow through on.

Here’s a simple sequence to guide your process.

Step

What to do

1. Clarify the intention

Define what you want to support: development, collaboration, recognition, reflection, engagement, or clarification of needs

2. Choose the right template

Select the template that best fits your initiative or create one tailored to your needs

3. Prepare managers to launch the initiative

Explain when to use self-assessments or 360 feedback, what actions to take in the platform, expected timelines, and how to prepare for the follow-up conversation

4. Communicate with participants

Present the intention, explain the role of responses, and clarify what will happen afterward

5. Launch the initiative

Set a short and realistic timeframe for responses

6. Hold follow-up conversations

Use the responses to guide discussions, clarify key points, and agree on next steps

The process should stay relatively short in order to remain relevant and engaging.

Tip: Ideally, the full cycle should be completed within one month. 📅

Example timeline

  • Week 1: preparation and communication;

  • Week 2: response period;

  • Week 3: review responses;

  • Week 4: hold follow-up conversations.

Why keep the cycle short?

  • Situations are still fresh;

  • Responses stay connected to current realities;

  • Participants quickly see the value of the initiative;

  • The process feels simple and accessible;

  • Follow-ups happen before momentum fades.

A shorter initiative feels like a living tool, not a heavy process.

Ready to launch your own cycle?

👉 Follow our simple step-by-step guide here!

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