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Assessments

The below article is for BetterUp for Individuals who self pay for their BetterUp access.

Prior to your first BetterUp session, you will be provided with an Intake Survey, which takes 2-3 minutes to complete and helps us to get to know you and match you with a BetterUp Coach.

In addition to the Intake Survey, BetterUp for Individuals Members also have the option to take the Whole Person Strengths Assessment - Mindsets, Thriving, & Outcomes.  BetterUp for Individuals Members also have the option to take our Whole Person 360, and other Self Discovery Assessments as well!  

This guide will provide you with a high-level overview of each assessment, our confidentiality policy, as well as instructions for how to locate and download or print an assessment report. 

Whole Person Assessment- Mindsets, Thriving, & Outcomes

BetterUp for Individuals Members have the option to take the Whole Person Strengths Assessment - Mindsets, Thriving, & Outcomes. This assessment will help you understand your Whole Person strengths and potential areas for development.

BetterUp for Individuals members who work on teams or lead teams have the option to take the “Inspiring” section of the Whole Person separately as a Self Discovery Assessment. At the end of the Whole Person Strengths Assessment - Mindsets, Thriving, & Outcomes report, there will be a link directing you to the optional additional assessment named the Whole Person Strengths Assessment - Inspiring.

If you have not taken the Whole Person Strengths Assessment - Mindsets, Thriving, & Outcomes assessment during your onboarding, you will see the option to take the assessment at the top of your Insights tab.  

Retaking the Whole Person Assessment- BetterUp for Individuals Members Only

BetterUp for Individuals members who would like to retake the Whole Person Assessment can do so by reaching out to Customer Support.This assessment can not be self-initiated for BetterUp for Individuals Members within the platform at this time and must be done by reaching out to support.

Whole Person 360 Assessment 

The Whole Person 360 Assessment (BetterUp's version of a 360 assessment) may be assigned to BetterUp for Individuals subscribers if requested.  To request a Whole Person 360 assessment, please contact support and our team will be happy to help!  This assessment cannot be self-initiated for BetterUp for Individuals Members. 

About the BetterUp Whole Person 360

At BetterUp we know that excellence is a habit that can be developed through learnable behaviors.  We conducted an exhaustive review of business and psychological research, identifying a core set of behaviors you can develop to become more effective at work. Great employees thrive cognitively, socially, and emotionally, and motivate, guide, and include others in their roles as formal or informal leaders.

You can use the 360 Review process to gain an understanding of your current strengths and future areas for development by requesting feedback from your colleagues. The Whole Person 360 takes about 20 minutes to complete.

Participants of the Whole Person 360 will be asked to gather feedback from at least 4 contributors, which can include:

  • Your direct manager (may be required depending on your program)
  • Coworkers with whom you frequently interact
  • Any of your direct reports

Over the past three decades, 360 reviews have become a staple in the coaching and development toolkit of many large organizations. What sets BetterUp’s implementation apart is our developmental emphasis and the integration of our Whole Person Model, ensuring a more holistic approach to feedback.

Whole Person 360 Methodology

Your 360 review collates feedback on 15 behaviors from your most frequent collaborators. This breakdown includes comparisons between your self-assessment and feedback from your assessment contributors, providing a comprehensive perspective on different perceptions. These perspectives can be discussed with your coach in your coaching sessions to help you find alignment between your self-assessment and the feedback of your contributors.

360 Extensions

After a BetterUp Member initiates a Whole Person 360 assessment, the chosen contributors are notified via email to provide their feedback. Contributors who haven't submitted their feedback will receive a follow-up reminder after one week, and then another on the 12th day if their feedback is still pending. Should the required minimum number of contributors not be reached within two weeks, an automatic one-week extension for the 360 assessment is applied. A final reminder will be sent to the contributor 24 hours before the deadline for the assessment.

It's important to note that in order to protect confidentiality, we cannot disclose the response status of individual contributors for the Whole Person 360. However, we can resend the invitation to any contributors who have yet to respond.

Editing and Adding Contributors

Members will add contributors at the start of the 360 process by adding the contributor's email and the role of the contributor (e.g., direct report, other coworker, or manager).

Members may want to add more contributors after the fact. As long as the report has not yet expired or been generated, we can manually add additional contributors.

Members will need to reach out to our member support team support@betterup.co with the following information:

  • The email of the contributor(s)
  • The “role” of the contributor(s) (e.g., direct report or other/coworker) of the contributor(s) being added

Please note that once contributors have been added, they cannot be removed.

Manager Hasn’t Completed 360

To compile a Whole Person 360 report, at least three respondents are needed, including one manager if required by your program. For further details, refer to the section on 360 Extensions.

If your manager has not yet provided their feedback and it is required, consider the following steps:

  • Directly Communicate with Your Manager: Stress the importance of their feedback for your professional development within the coaching program.
  • Nominate an Alternative Senior Colleague: If your manager is unavailable, select a senior colleague or mentor who can offer similar insights. After choosing an alternative "acting manager," contact support so that we can update your list of contributors accordingly.

360 Review Process

The goal of the 360 Review process is to help guide you toward your full leadership potential.  This report represents a snapshot of how you and your colleagues view your current strengths and areas of development as a leader.  You and your coach will use this tool to:

  1. Align Perspectives- Use this report to identify gaps between how you rate your skill level and how others perceive your behavior
  2. Contextualize Ratings- Your coach will guide you in interpreting your 360 feedback to create a comprehensive picture of where you stand as a leader today
  3. Create an Action Plan- The 360 Review is a forward-thinking tool, intended to help you identify skills to develop today so you can fulfill your leadership potential tomorrow

Self Discovery Assessments

Self Discovery Assessments (SDAs) are a series of curated assessments paired with a custom feedback report.  Please see this Help Center article for full details!

To locate our Self Discovery Assessments please follow the instructions below:

  1. Log in to app.betterup.co and click Insights (located at the top of the home page)
  2. Scroll down to Self Discovery Assessments
  3. Click on the assessment you'd like to take
  4. Click Begin Assessment                                 

Reflection Points

At this time, Reflection Points are not available for BetterUp for Individuals members. 

How to Locate & Download or Print a Report

You can locate your reports via a web browser. Please note that this feature is not available via mobile.

  1. Log in to app.betterup.co and click Insights (located at the top of the home page)
  2. Scroll down to the bottom of the page and click View all reports
  3. Click View on the report you would like to view/download/print  

  4. You can now print or download your reports as a PDF from your browser. We recommend using Google Chrome. Once you have located the report that you would like to print:

    1. Click File or the three ellipses in the right upper corner on Chrome, then select Print

    2. Click the drop-down menu next to "Destination" to save it as a PDF and click Save as PDF

Confidentiality

We take confidentiality very seriously and do not release personal information to your employer, even if they are paying for the service. The employer knows our confidentiality policy and knows that coaching is a safe space that helps foster real, meaningful growth. No personally identifiable information will be shared with your employer, meaning they won’t know what skills you're working on, what you've shared with your coach(es), or what kind of progress you are personally making. We will only share basic usage statistics with your employer related to whether or not your account is active for billing purposes.

Only aggregated data is sent out to the partner for all programs on the BetterUp platform. Data is never displayed at an individual level and is completely anonymous. Please note that aggregated information is only shared if there is enough data recorded to ensure the anonymity of each individual. Here is a link to our Privacy Policy for additional information.

Please note that your coach is able to see your scores.

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