Change Management Resources

Whether you are rolling out all of Reflektive at once, or just parts of it, you'll need to get your employees familiar and trained with Reflektive. The arrival of new tools to your employees requires a proper introduction. Communication is key. 

This source will help you with the process of introducing Reflektive to your employees. The following resources are very helpful in sending to your employees as you integrate Reflektive into their workstreams.

Administrator Change Management Resources

Product Area Resource Resource Type Audience Description

Admin

Change Management Overview

Change Overview

Admins

This overview of Change Management includes several best practices for launching Reflektive and driving continuous adoption of the platform.

Admin

Reflektive Training Slides

Training Slides

All Employees

This comprehensive training deck includes instructional screenshots for Reflektive's feedback, goals, reviews, and 1:1 conversations.

Admin

Log In 1-pagers

Quick Reference Guide

All Employees 

This guide outlines the steps for logging into Reflektive using Google, Single Sign On, or email with native password.

Admin

Tier 1 Support FAQ 

(coming soon)

Other

All Employees 

This guide details the steps for you and your employees to receive assistance from the Reflektive Support Team.

Recognition Change Management Resources

Product Area Resource Resource Type Audience Description

Recognition

Recognition 1-pager

Quick Reference Guide

All Employees

This brief guide will acquaint your employees with the process of giving recognition with Reflektive, and can be used with individual contributors and managers alike.

Recognition

Rewards 1-pager

Quick Reference Guide

All Employees

This guide details the steps for awarding points to others and redeeming points that you've accrued with Recognition.

Recognition

Gmail Plugin 1-pager

Quick Reference Guide

 All Employees

This guide details the steps of using Feedback and 1:1 Conversations with the Gmail plugin.

Recognition

Outlook Plugin 1-pager

Quick Reference Guide

 All Employees

This guide details the steps of using Feedback and 1:1 Conversations within the Outlook plugin.

Recognition

MS Teams 1-pager 

Quick Reference Guide

All Employees 

This guide details the steps of using Feedback and 1:1 Conversations within Microsoft Teams.

Recognition

Slack 1-pager

Quick Reference Guide

All Employees 

This guide details the steps of using Feedback and 1:1 Conversations within Slack.

Recognition

Recognition Posters

Other

 Admins

Use these posters to promote Recognition and Feedback when launching for the first time, or for a reengagement campaign.

Feedback Change Management Resources

Product Area Resource Resource Type Audience Description

Feedback

Feedback 1-pager IC

Quick Reference Guide

Individual Contributors

This guide details the steps by which individual contributors can request feedback from others, or run feedback cycles with their teams.

Feedback

Feedback 1-pager Manager

Quick Reference Guide

Managers

This guide details the steps by which managers can request feedback from others about their direct reports, and give feedback to others.

Feedback

Feedback Best Practices Worksheet

Best Practices

All Employees 

This guide provides tips for effective feedback delivery and is applicable to both individual contributors and managers.

Feedback

Giving Constructive Feedback

Best Practices

 Managers

This guide focuses exclusively on constructive feedback and coaching, making it an excellent resource for people managers.

1:1 Conversations Management Resources

Product Area Resource Resource Type Audience Description

1:1 Conversations

1:1 1-pager

Quick Reference Guide

All Employees

This guide documents how to drive more productive conversations with our 1:1 tool, including setting up conversations, adding topics, and assigning action items to employees.

Goals Change Management Resources

Product Area Resource Resource Type Audience Description

Goals

Goals 1-pager self

Quick Reference Guide

Individual Contributors

This guide details the steps by which your individual contributors can add, edit, and align their own individual goals in Reflektive.

Goals

Goals 1-pager manager

Quick Reference Guide

Managers

This guide provides instructions on how managers can add, edit, and align their own individual goals in Reflektive, or assign goals to their direct reports.

Goals

Team Goals 1-pager

Quick Reference Guide

Managers

This guide details the steps to create shared goals for a group of employees within a team.

Goals

Goals Roles and Responsibilities(Employee)

Best Practices

Individual Contributors

This resource provides individual contributors with guidance on effective goal setting, a highlights different goal methodologies.

Goals

Goals Roles and Responsibilities(Manager)

Best Practices

Managers

This resource provides managers with guidance on effective goal setting, a highlights different goal methodologies.

Check-Ins/Reviews Change Management Resources

Product Area Resource Resource Type Audience Description

Check-Ins

Check-ins 1-pager self

Quick Reference Guide

Individual Contributors

This guide details the process by which your individual contributors can complete their self check-ins using Reflektive.

Check-Ins

Check-ins 1-pager manager

Quick Reference Guide

Managers

This guide details the steps for managers completing check-ins for their direct reports.

Performance Reviews

Perf 1-pager self

Quick Reference Guide

Individual Contributors

This guide details the steps for individual contributors completing their self reviews in a performance review cycle.

Performance Reviews

Perf 1-pager manager

Quick Reference Guide

Managers

This guide details the steps for managers completing and releasing performance reviews to their direct reports.

360 Reviews

360 1-pager manager

Quick Reference Guide

Managers

This guide details the steps for managers completing and releasing 360 reviews to their direct reports, including the peer reviewer approval process.

360 Reviews

360 1-pager self

Quick Reference Guide

Individual Contributors

This guide details the steps for individual contributors completing their self reviews in a 360 review cycle, including the peer reviewer selection process.

Check-Ins

Manager Check-In Conversation Guide

Best Practices

Managers

This manager resource provides helpful tips for effective, productive check-ins with direct reports.

360 Reviews Peer Feedback Best Practices(360) Best Practices Both This resource provides guidance on providing peers with feedback, and can assist people managers and individual contributors alike.
360 Reviews Direct Report Feedback Best Practices(360) Best Practices Both This resource provides individual contributors with helpful tips on channeling different types of feedback to people managers.

People Intelligence Change Management Resources

Product Area Resource Resource Type Audience Description

People Intelligence

PI 1-pager manager

Quick Reference Guide

Individual Contributors

This guide will familiarize managers with the default dashboards and reports built into People Intelligence.

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