Creating Your First Project

Creating a project is the first step in running a 360-degree feedback process in Panoramic Feedback.

A project contains everything needed to manage a feedback cycle, including the questionnaire, participants, emails, and reports.

Before You Begin

Before creating your project, it helps to have a general idea of:

• Who the subjects will be
• Who will provide feedback (responders)
• What you want to measure (skills, behaviours, competencies)
• Your expected timeline

You do not need to finalize everything at this stage—these can be adjusted later.

Step 1: Create a New Project

1. Go to the Overview section
2. Select Create Project (or equivalent action)
3. Enter a project name
4. Choose any initial settings required

Once created, you will be taken into the project workspace.

Step 2: Review Project Settings

After creating your project:

• Open Project Settings
• Confirm or update:
  • Project name and details
  • Timeline (if applicable)
  • Basic configuration options

This ensures your project is set up correctly before moving forward.

Step 3: Build Your Questionnaire

Next, define what feedback will be collected.

Go to Questionnaire and:

• Add or edit questions
• Define rating scales
• Include comment sections

Your questionnaire can be simple to start and refined later.

Step 4: Add Participants

Go to Participants to set up the people involved.

You will:

• Add subjects (people receiving feedback)
• Assign responders (people providing feedback)
• Define responder categories (e.g., manager, peer, direct report)

You can enter participants manually or import them in bulk.

Step 5: Configure Emails

Before launching your project, review how communication will be handled.

In Emails & Notifications, you can:

• Customize invitation emails
• Set reminder schedules
• Review automatic email settings

Step 6: Launch the Project

When everything is ready:

• Send invitations to participants
• Begin collecting feedback

Once launched, you can monitor progress and send reminders as needed.

Step 7: Monitor and Complete the Project

During the project:

• Track response rates
• Follow up with reminders
• Ensure completion targets are met

After responses are collected, you can generate reports.

Tips for Success

• Start simple—your project can be refined as you go
• Ensure participant data is accurate before launching
• Clearly communicate expectations and timelines
• Monitor progress regularly to avoid delays

Related Pages

• Project Settings
• Building Your Questionnaire
• Adding and Managing Participants
• Sending Invitations and Reminders
• Generating Reports

What to Do Next

→ Project Settings