Training Resources for Reviews and Check-ins

Overview 

Wondering how to train your employees on Reflektive? The below guides will help you provide value statements to your company on the importance of Check-Ins, Performance Reviews, or 360 Reviews to drive buy-in and adoption, and break down the workflows into easy to digest steps for your employees.  

Methodology and Approach

If this is the first time you're rolling out a check-in or review with Reflektive, we recommend that you equip your employees and managers with tips on:

  • how to log in and use the platform
  • write an effective assessment
  • have a productive check-in or review conversation

Additionally, we recommend that you articulate why your company is changing its processes/tools, and what are the benefits to the employee.  

Training Approaches

There are many approaches to training and we encourage you to take a look at the below list and mix-and-match what makes the most sense for your company. We recommend utilizing at least two of the approaches below to accommodate different types of learners in your organization. 

  • Live Training
    • Entire company (ideal for companies 0 - 200 sitting in one office)
    • Employee training
    • Manager training
    • Leadership training
    • Department by department training
  • Web Training
    • A webcast of best practice slides and in-product demonstration; this could be as easy as adding a conferencing link to your live training, recording it, and sending it out
  • Office Hours
    • More casual 1x1 sessions
  • Self-Service Training
    • This approach works well when partnered with the above approaches and reinforced
    • Send PDFs/videos to employees and upload your collateral to an intranet
    • Direct employees to Reflektive's Knowledge Center, particularly the "How to Use Reflektive" session

Training Deck

We encourage you to take the deck below and use it as a foundation for your own tailored training materials. Please feel free to delete material that is irrelevant to your process!

  • Check-Ins, Performance Reviews, and 360 Reviews Training Deck
    • Includes best practices on how to write an effective assessment and workflow screenshots
  • If you would prefer to use the master training deck (includes all products) instead, use this deck.

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