How to set up and run your diagnostic
You will be asked:
This is needed in order to:
- identify you as the central point of contact
- give you access to your response and the compiled report once all responses are submitted
- inform participants who has invited them
This will be displayed to participants and in the individual and team reports. It is usually your organization’s name, but it could instead be a specific team, department, location or portfolio name.
We will ask you to enter a name and email address for each person you want to invite to participate.
We need this information so that we can email each participant their unique link to respond – so they can securely access (and save and return to) their response, and so they can access a short report of their individual response after they’ve submitted it.
You’ll also need this information in order to notify those people in advance of the invitation actually being sent.
It’s important for you to notify participants before we send their invitation email, to:
- Help them understand why you’re running the diagnostic.
- Ensure they look out for their invitation email and don’t mistake it for spam.
- Increase participation rates by setting expectations in advance.
- Encourage them to take the diagnostic seriously and provide insightful comments.
After you’ve set up your diagnostic, we’ll tell you when the invitations will be sent out. We deliberately build in a delay of at least one working day in order to give you time to notify participants in advance of them receiving their invitation email. Please ensure that you contact participants in advance of them receiving the invitation email, for all the reasons listed above.
Hi,
I plan to invite you and 5 others to join me in participating in a Capability and Alignment Diagnostic – designed to help us understand how aligned we are.
It should take less than 30 minutes, and your responses will be anonymous.
You will be invited to log in to a secure environment in order for you to access and submit your response (and to access a short report of your response).
You’ll then be guided to select one of five evaluation statements for each of 20 partnering-related attributes.
You will also have the option to add comments, which can add significant value. I’d really appreciate it if you could take a few extra moments to add comments to:
– indicate specific areas where you think support is needed.
– share any examples of best practice or guidance.
– capture any other insight not covered by the evaluation statement.
Look out for an email with the Subject “Your invitation to a Team Capability & Alignment diagnostic” from “Value Management Team”.
We’ll have 3 weeks to respond but the sooner we do, the sooner we’ll get the anonymized report that compiles all our responses together.
Let me know if you have any questions, or if you won’t be able to participate!
đź”— Learn More About the Diagnostic
Kind Regards,
The invitation email will include a short ‘personal message’ from you, together with your name and email address, along with standard instructions on how to access the diagnostic.
This is to ensure that participants are clear about who invited them and why.
The message (which you can edit) will look like this:
[Your Name (Your Email Address)] has added the following context for this invitation:
“I’m inviting you and 5 others to join me in responding to this diagnostic as I value your perspective on where we’re at with partnering. It shouldn’t take you more than half an hour, and will help us clarify our strengths and weaknesses, including how aligned we are. Thanks!”
We’ll show you a preview of the full invitation email during the set up process (before they’re sent).
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đź‘Ą Identify areas of agreement
