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.
The Whole Person 360 will prompt you to request feedback from the following contributors:
- Your direct manager (required)
- Two or more coworkers that you work with frequently (required)
- Any number of your direct reports (optional)
360s have become a very popular tool for coaching and development over the past 30 years, with the majority of large companies using them in some form. BetterUp’s approach is unique from the ways most companies use 360s. We’ve built our 360 feedback process from the ground up with a developmental focus, and centered on our Whole Person Model.
Whole Person 360 Methodology
For your 360, we collect data from you and your co-workers to gather feedback on 15 key behaviors from the people you work with most frequently. We convert your scores to a scale centered around 50, with scores falling above 62 equating to strong performance, scores between 38 and 62 signaling average performance, and scores below 38 indicating a development area. In addition, your scores are broken down by your own ratings, ratings from your direct manager, direct reports (if applicable), and other coworkers to help you compare perceptions across these groups.
When a Whole Person 360 assessment is completed by a BetterUp Member, the invited contributors will receive an email to complete their feedback. If a contributor hasn't completed the feedback, they will receive another notification a week later. From there, if their portion is still pending completion, they will receive another reminder on day 12. If, after two weeks, the minimum number of contributors is not met, a one-week 360 extension will be automatically granted.
If the minimum contributions are still not met after that additional week, the member and the coach will receive an email from BetterUp with that update. From there, we recommend that members contact support to get additional assistance. Our team will provide an additional 360 extension and resend the invitation to any unresponded contributors.
Please note that to ensure that we are maintaining confidentiality we are unable to share who has or hasn’t responded to the Whole Person 360. However, we are happy to resend the 360 requests to any unresponded contributors.
Editing and Adding Contributors
If you would like to add a new contributor to your Whole Person 360 Assessment, please reach out to support with the names of the new contributors and their emails, as well as their working relationship to you (i.e., manager, direct report, or co-worker). Our team will manually add them to your 360 assessment.
If you would like to update your 360 contributors’ email addresses, please contact support.
Manager Hasn’t Completed 360
In order for the Whole Person 360 report to generate there needs to be a minimum of three respondents, one of which must be a manager. Please see 360 Extensions for additional context.
When managers are unable to complete their feedback, we recommend one or both of the following:
Contact your manager by emphasizing the value this feedback will add to your professional growth throughout the coaching program.
- Here is a sample script: "As you know, I am participating in BetterUp coaching to increase my impact at work. I really value your perspective, and it would mean a lot to me to get your feedback on my strengths and areas for improvement. BetterUp has sent you an invitation to participate in my coaching by providing some lightweight feedback. Is this something you are able to do in the next week? If not, is there a better time?"
- Identify a colleague who is in a more senior position who acts as a mentor to you who could provide similar feedback. Once you have identified your new "acting manager," please contact support so we can add that person to your contributor list as soon as possible.
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:
- Align Perspectives- Use this report to identify gaps between how you rate your skill level and how others perceive your behavior
- 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
- 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:
- Log in to app.betterup.co and click Insights (located at the top of the home page)
- Scroll down to Self Discovery Assessments
- Click on the assessment you'd like to take
- Click Begin Assessment
To know where we’re going next it’s important to reflect on where we have been. The Reflection Point is a tool that you and your coach can use to reflect on your coaching journey so far! The Reflection Point Assessment asks similar questions to what was asked in the Whole Person Assessment- Mindsets, Thriving, & Outcomes. You will also be asked three open-ended questions to help you reflect on your progress. You can expect the process to take around 25 minutes.
Once you are done, you’ll receive a report that includes:
- An updated snapshot of your top Whole Person strengths today.
- Insights about how your Whole Person strengths have changed since your last check-in.
- Your coach’s feedback
Accessing Your Reflection Point
When a coach assigns a Reflection Point, it will appear in the Up Next section on the Home page of the BetterUp app or website. It will also be visible under your Primary Coach's account as seen in the screenshot below:
If you do not see it within the "Up Next" section, you can also reference the email titled, "[Coach name] has invited you to look back on your coaching journey", and click Reflect now in that email. If your Coach has not assigned your Reflection Point to you, you can complete it directly through this link.
Completing Your Reflection Point
Coaches have the ability to assign you this assessment to complete in your BetterUp dashboard. We encourage you to discuss this with your coach as they can provide insight to you on their perspective as well.
Debriefing the Reflection Point with Your Coach
We recommend reviewing your scores with your coach to ensure they are able to walk you through the growth and changes. Primary Coaches are trained in debriefing the Reflection Point and can answer any questions that you may have. Here is a link to a resource that provides some clarity on the benefits of taking the Reflection Point.
Each skill on the Whole Person assessment is measured across several items; the Reflection Point score difference is calculated based on how these scores are combined and compared to prior assessments to make them directly comparable. The Reflection Point will compare the change in score to the original Whole Person assessment score. We recommend reviewing your scores with your coach to ensure they are able to walk you through the growth and changes.
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.
- Log in to app.betterup.co and click Insights (located at the top of the home page)
- Scroll down to the bottom of the page and click View all reports
- Click View on the report you would like to view/download/print
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:
- Click File or the three ellipses in the right upper corner on Chrome, then select Print
Click the drop-down menu next to "Destination" to save it as a PDF and click Save as PDF
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.
Please note that your coach is able to see your scores.