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Using Assessments in BetterUp for Individuals

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

Please note that our BetterUp for Individuals coaching offering is currently winding down and is no longer able to accept new or returning members or offer additional coaching through this program.

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 Assessment. BetterUp for Individuals Members also have the option to take our 360 Feedback, 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. 

Navigating Assessments

Assessments can be navigated and completed using your mouse or with keyboard shortcuts. To view a list of our keyboard shortcuts for assessments, please see below:

  • 1–9 to select answers on any question

  • Enter / → to advance to the next question

  • ← / → for binary yes/no questions

  • ⌘/Ctrl + ←/→ to navigate globally between questions

You can also use Shift+? (or the "Keyboard shortcuts" button in the footer) to open a shortcuts reference guide.

Whole Person Assessment

BetterUp for Individuals Members have the option to take the Whole Person Assessment. This assessment will help you understand your Whole Person strengths and potential areas for development.

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

Retaking the Whole Person Assessment

Please note that your Whole Person Skills are measured periodically over the course of your BetterUp program through Reflection Points. For more information on Reflection Points, click here. The entire Whole Person Assessment cannot be retaken after the first submission.

I only want to update one or two skills, and not the entire assessment. How do I do that?

We offer the option to re-take only a portion of the Whole Person Assessment to update a specific skill. To do this, please follow the below steps:

Please note that this assessment can only be taken once every 6 weeks. Once submitted, it cannot be retaken until the 6-week period has passed.

  1. Log into BetterUp and navigate to the Insights section at the top of the page.
  2. Select "Learn how to improve" on the skill you want to update on the "You as a whole person" card.
  3. Select Check in on your growth to begin the assessment!

360 Feedback

Launching the 360 Feedback

  1. Log into BetterUp and navigate to the Insights section at the top of the page.
  2. Select the Feedback overview tab
  3. Initiate your 360 Review by clicking Request 360 feedback
  4. You’ll need to request feedback from at least four individuals. Enter their email addresses in the provided fields, using commas to separate multiple addresses. Please note that there is a limit of 25 total contributors who can be requested to provide feedback for the assessment.

About the BetterUp 360 Feedback

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 360 Feedback takes about 20 minutes to complete.

Participants of the 360 Feedback 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.

360 Feedback Methodology

Your 360 review collates feedback on 17 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 360 Feedback 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 360 Feedback. However, we can resend the invitation to any contributors who have yet to respond as long as the deadline for responding to the assessment has not passed.

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, and can do so directly from the Feedback overview tab! 

Please note that there is a limit of 25 total contributors who can be requested to provide feedback for the assessment, and all contributors must be added within 2 weeks from the original start date of the feedback assessment.

Members will need the below information when adding contributors:

  • 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

To add a new contributor, please follow the below steps:

  1. Log into BetterUp and navigate to the Insights tab at the top of the page
  2. Select the Feedback overview tab
  3. Under Status, select the dropdown arrow
  4. Click Add contributors
  5. You'll be able to view a list of your current contributors as well as add new contributors here!

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

Contributor Hasn’t Completed 360

To compile a 360 Feedback report, at least four respondents are needed. For further details, refer to the section on 360 Extensions.

If your contributors has not yet provided their feedback, consider the following steps:

  • Directly Communicate with Your Contributors: Stress the importance of their feedback for your professional development within the coaching program.
  • Nominate an Alternative Contributor: If your contributor is unavailable, select another colleague who can offer similar insights. 

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

Debriefing the 360 with Your Coach

Members can schedule a dedicated human coach debrief session directly from their 360 report, then immediately begin reflecting with the AI coach while waiting for their session. This ensures feedback is processed thoughtfully—not just read and forgotten. Development becomes more relevant, timely, and actionable. To schedule a debrief session, please follow the below steps:

  1. Navigate to the Insights tab

  2. Select View all reports

  3. Select your 360 Feedback Report

  4. At the top of the report, select Schedule a session

  5. Select a date and time to meet with your human Coach

  6. Once your session has been confirmed, navigate back to your 360 Feedback Report

  7. At the top of the report, select Prepare with AI to begin reflecting with your AI Coach!

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 Asessments please follow the instructions below:

  1. Log into the BetterUp platform via a web browser
  2. Navigate to the Insights tab
  3. Scroll down to the card labeled "Discover more about yourself" and select Explore assessments 

Reflection Points

The Reflection Point Assessment asks similar questions to what was asked in the Core Strengths Assessment (Whole Person Strengths Report) that you debriefed at the beginning of your coaching journey. 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

For full details on Reflection Points, please see: Reflection Points Guide For 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:

    • 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

Confidentiality

We take confidentiality very seriously and do not release personal information to your employer, even if they are paying for the service. 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. 

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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