Sia feedback includes 🧡compliments & considerations.
I deliberately offer each participant options for feedback to help make it safe for participants to open-up and tell it the way it is. Let’s review how.
Psychology and behavioral experts tell us: People want to be understood, listened to, valued and accepted.
Choose Your Feedback
Applies to Walk-Throughs, Weekly Feedback & Training/Coaching Sessions
Tell me what will benefit you at this time?
- Reassurance & appreciation about what you are doing.
- Recommendations on how to improve.
- You want an opinion.
- Deliberate-Practice Coaching
- Review & Evaluation
- Relevant sales training.
Here is how I communicate training opportunities/considerations (what I’ve identified to be helpful):
“I know you can be better at ….. may I show you how?”
Choose Privacy Options
Your business is paying for my services, therefore, your business decides on privacy options.
Regardless of the privacy option your business chooses, a participant is not allowed to record Sia services.
Privacy Option #1
My business records all calls because it is essential to do so. Most of my time is assessing recorded calls for the purposes of providing my services.
If your business records all calls, option one is to keep it this way for my services.
Just remember, when I'm assessing, it is best that a participant feels free to express herself/himself.
Privacy Option #2
Alternatively, participants may use their own personal cell number, not their company's phone system.
Cloud-unified communication companies have created their own app, which fully integrates employees’ mobile devices into the company business phone system. With this option, a participant would use their own cell number - not the app installed by their company.
A Potentially Bothersome Problem
Is if a manager/another person finds and listens to the recording of my services. Then uses that information to coach, scold, interrogate, talk about it with other employees etc.
This doesn't sit well with me. It is not the intended purpose of my services. Privacy and confidentiality are the reasons I produce two confidential reports.
Two Confidential Assessment Reports: Participant & Business/Employer
Participant’s Confidential Assessment Report
- Key Personal Insights (KPIs)
- Specific and General Strengths, Tendencies & Training Opportunities
- Recommendations to the Participant
- Assessment Results & Charts of Assessment Results
This is my report of a participant’s assessment results, sent only to the participant’s personal email address.
Business/Employer Confidential Assessment Report
- General summary of Key Personal Insights (KPIs)
- General Strengths, Tendencies & Training Opportunities
- Recommendations to Your Business
- Charts of Assessment Results
This is my report of a salesperson’s/sales manager’s assessment results to your business. It does not include the actual KPIs and Recommendations to the Participant. In addition, it is emailed only to the business email of those employees on my “Who May Receive this Report List”.
Progress Reports
When I complete a Weekly Feedback, I email my Participant’s Confidential Progress Report to the participant and my Manager’s Confidential Progress Report to whom your business has authorized to receive it (within your company).
These reports are included in the cost of the Weekly Feedback.
Q: Do you share what I tell you with my sales manager?
A: Here is what I share:
I email separate confidential reports for both assessment results and Weekly Feedback. It is up to you and your company to manage where that information goes.
If a manager or executive asks me about your assessment results, I only refer back to what I typed in the Manager’s Confidential Assessment Report. I may comment on the effort the participant is making.
🚩 WARNING:
Your business and the participant may not like or agree with some of the assessment results and/or my recommendations. This is to be expected. Some feedback will sting for a bit, your company and its participants should expect and prepare for that. Remember, Sia feedback includes 🧡compliments & considerations.
Assessment results are not designed to appease but to help improve and transform.
Report a Breach
Only charts of assessment results may be shared and posted. If you know about Sia Assessments content, assessment questions, assessment results other than charts, Key Personal Insights or other Sia Insights, training content and summaries being posted or passed around within your company or externally – please report that directly to me. Your name, position, and any other information that identifies you will be kept confidential.
The Sia Code of Conduct is not to share the names of the professional and ethical companies and individuals who contact me or invest in my services. Nor do I share any of their information.
As with Sia Terms and Conditions, let me know if you have suggestions.
Thank You, James
Terms and Conditions go hand-in-hand with Feedback and Confidentiality.
