Use 360 Feedback with Activate

After participants and raters submit their assessments for a 360 Feedback listening event, the Activate employee activation agent can turn insights from 360 feedback into personalized, ongoing support that helps build self-awareness, close skill gaps, and drive lasting behavior change.

360 feedback provides managers with a holistic view of their leadership performance, incorporating input from peers, direct reports, and supervisors, while Activate bridges the gap between this insight and action by delivering targeted, science-backed support in the flow of work.

Activate includes three key capabilities:

• AI-Assisted Development Action Planning

Each manager receives AI-generated development action plans based on their 360 feedback results. These tailored recommendations help managers focus on the most relevant growth areas and take concrete next steps.

• Intelligent Nudges

Timely, behavior-based prompts are delivered within the flow of work to help managers follow through on their action plans. Nudges reinforce the formation of new skills and habits aligned with leadership competencies and personal development goals.

• On-Demand Coaching

Chat-based, on-demand coaching helps managers navigate challenges and grow as leaders. This coaching is grounded in behavioral science and is equipped with organizational context, including 360 feedback results, leadership competencies, and development goals. This feature is opt-in and can be enabled for specific users.

Note: Available features may vary depending on your organization’s deployment. Differences can include the data sources driving nudges, the use of AI-assisted action planning, and access to on-demand coaching.

Additionally, Administrators can use the Act Metrics Dashboard to track and measure the engagement and effectiveness of 360 development action plans, nudges, and use of on-demand coaching across the organization. HR users with appropriate permissions and leaders (e.g., managers of managers) can also view the Act Metrics Dashboard to track action plan detail and engagement data for the teams they support. However, they cannot view nudge or coaching information.

This article walks through:

• AI-Assisted Action Planning
• Intelligent Nudges
• Action Plan and Nudge Engagement Data in the Act Metrics Dashboard
• On-Demand Coaching
• On-Demand Coaching Engagement Data in the Act Metrics Dashboard (Admins Only)

To view an overview video:

• Overview Video

AI-Assisted Action Planning

AI-assisted action planning proactively identifies the top items managers should focus on based on their 360 results and suggests action plans to address those items.

Following a Perceptyx-led 360 listening event, when reporting becomes available, managers receive a prompt on the Act page to start and customize an AI-assisted action plan. Depending on the company’s configuration options, they may also receive a prompt via email, Teams, or Slack.

Note: For self-led 360 listening events, managers receive a notification when their report is ready. They initiate the AI-assisted action planning process directly from their report. For more details and step-by-step instructions, see the Create an Action Plan article.

Upon clicking Start Action Plan, Activate recommends the survey items that are most likely to drive improvement based on the 360 results. 

From here, the manager can choose to proceed with one or more of the recommended items or view all items from the listening event and select different ones for action planning. After choosing the item(s) to work with, the manager can optionally add up to two commitments, write notes, and choose up to three follow-up dates for their commitments. 

If enabled, the manager can also initiate a conversational coaching session to help them create an action plan. For more details, see the On-Demand Coaching section of this article.

Each plan will generate Intelligent Nudges for the manager to help them move forward and successfully complete the plan. 

For more information and step-by-step instructions, see the Create an Action Plan article.

Note: If a manager does not create an action plan within 30 days, Activate creates action plans for the top recommended items and begins sending nudges. The manager can still create action plans at any time.

Intelligent Nudges

Intelligent Nudges are science-based, personalized action recommendations, powered by AI and delivered in the flow of work, that drive leadership development by creating positive changes in behavior. They close the loop from insight to impact by helping managers build new skills and habits aligned with personal goals and desired leadership competencies.

While AI-assisted action planning identifies where managers should focus attention and suggests appropriate action plans, Intelligent Nudges augment the process by proactively delivering behavioral-based nudges to managers, giving them the skills and knowledge they need to take those actions and develop better habits over time. All nudges are delivered within the flow of work (for example, in the Action Feed area of the Act page, or via Microsoft Teams, Slack, email, etc.), making them quick and easy to implement.

The first line of the nudge identifies the action plan, personal focus area, or organizational behavior the nudge is meant to help improve, followed by a recommendation and the reason it is suggested.

Note: Administrators can add custom learning links to nudges to direct recipients to additional resources, such as LMS courses, career development tools, your company benefits portal, etc. For details, see the Add and Manage Custom Learning Links for Nudges (Admins Only) article.

Additionally, Administrators can use the Nudge Generator to create nudges based on existing learning and development materials to reinforce learning retention. For details see the Creating Nudges with Nudge Generator (Admins Only) article.

Administrators can also temporarily boost nudges aligned to a specific theme and to a specific audience in response to emerging organizational needs revealed in listening data or upcoming events impacting the organization. For details, see the Add and Manage Nudge Boosts (Admins Only) article.

Nudge Interaction

As managers interact with nudges, they can provide feedback that Activate uses to refine nudges over time. Each nudge includes the I Plan to do This section with Yes, No, and I Already Do This options that managers can click to provide feedback. These interactions are incorporated into the nudge engagement data that is available to Administrators on the Act Metrics dashboard and informs future nudge content. 

If enabled, managers can also initiate a coaching session to help them understand the nudge and how to put it into practice. For more details, see the On-Demand Coaching section of this article.

Coaching Preferences

All managers can set their own coaching preferences to personalize their nudge experience. 

Clicking Update Preferences (bottom right) launches a brief survey in which users can provide optional, voluntary information about their role and select up to three personal focus areas. Activate uses this information to further personalize the nudges the user receives. 

For more information and step-by-step instructions, see the Set Coaching Preferences article.

Nudges in the Action Feed and Action Plan Cards

In addition to receiving nudges via email, MS Teams, and/or Slack, managers can view their nudges at any time in their Action Feed on the Act page. This feed displays nudges in reverse chronological order, with the most recent nudge at the top. 

Note: The Action Feed displays nudges and action plan prompts for all listening events associated with the manager, not just the 360 feedback event.

Additionally, the cards that appear in the Active Action Plans section for each active action plan display the number of nudges received for that action plan. 

Clicking View Details in an action plan card displays the nudges sent for that particular action plan, again in reverse chronological order.

For more information and step-by-step instructions, see the Interact with Intelligent Nudges article.

Action Plan and Nudge Engagement Data in the Act Metrics Dashboard

With Activate, Administrators, HR users, and leaders can view action plan engagement information in the Act Metrics dashboard. Administrators can also view nudge engagement data in the Act Metrics dashboard. 

Action Plan Engagement

Administrators, HR users, and leaders (managers of managers) can view action plan engagement data for a specific listening event. 

Users can view the top survey items used in action plans, view participation breakdown data by user status, search for specific action plans, and download aggregate action plan data.

Nudge Engagement

Administrators can view nudge engagement data in aggregate across the organization. Nudge engagement information includes the following data:

• Summary Metrics: A global view of how employees are engaging with nudges.

• Activity Personas: An easy-to-understand view of how employees are engaging with nudges. Each employee is assigned one of four personas based on their engagement: 

  • Activator: “Activators” engage with nearly every nudge they receive, and regularly try new things. These individuals don’t just take action; they make action-taking a top priority in their daily work.

  • Consistently Active: “Consistently active” employees regularly engage with and act on most of the nudges they receive. They make action-taking a habit in their daily work.

  • Sometimes Active: “Sometimes active” employees act on some nudges, but do not consistently take action. These individuals may need to be re-inspired or motivated to prioritize taking action.

  • Inactive: “Inactive” employees have not viewed any of their recent nudges or committed to any action-taking on nudges.

• Nudge Themes Selected as Personal Focus Areas: A view of which themes are most commonly selected as personal focus areas in nudge preferences. 

• Nudges Viewed Over Time: The nudge view rate over time.

Note: The Nudge Engagement portion of the Act Metrics Dashboard is visible only to Administrator users.

For more information and step-by-step instructions, see the Review/Monitor Action Taking in Advanced Tools article.

On-Demand Coaching

As part of the 360 feedback experience, on-demand coaching helps managers take meaningful action on what they’ve learned. When it’s time to create a development action plan, on-demand coaching provides personalized, science-backed suggestions to guide reflection and goal-setting. Managers can engage with this support at any time, whether they’re brainstorming next steps or working through a specific challenge. A user-friendly interface makes it easy to ask questions or explore guided prompts, and the experience is available in a wide variety of languages.

Note: While we don’t publish a formal list of supported languages, on-demand coaching leverages OpenAI’s generative AI technology, and its language capabilities are generally consistent with those supported by ChatGPT.

Managers can type a question into the Message Activate box and click the arrow icon or click one of the predefined prompts to help them apply feedback, prepare for a challenging conversation, or brainstorm action planning ideas. They can also optionally rate the usefulness of a response by clicking a Thumbs Up or Thumbs Down icon. This feedback helps provide tailored guidance in future sessions.

For more information and step-by-step instructions, see the Use On-Demand Coaching article.

On-Demand Coaching Engagement Data in the Act Metrics Dashboard (Admins Only)

Admin users can assess how employees are engaging with Activate for on-demand coaching conversations. The Act Metrics Dashboard displays aggregate data about how many employees engaged with on-demand coaching over the last 90 days and how many conversations were initiated.

Overview Video