Managing Participant Relationships

Managing participant relationships involves assigning responders to each subject and defining how they are connected.

These relationships determine who provides feedback for each subject and how that feedback is grouped in reports.

What are Participant Relationships?

A participant relationship defines which responders provide feedback about a specific subject.

For each subject, you assign:

• A group of responders
• A responder category for each responder

For example:

• Subject
  • Manager
  • Peers
  • Direct reports

Each responder completes the questionnaire based on their relationship to the subject.

Why Participant Relationships Matter

Participant relationships directly impact:

• The quality and balance of feedback
• The ability to compare results across categories
• How feedback is presented in reports

Well-defined relationships lead to more accurate and meaningful insights.

What You Can Do on This Page

In the participant relationships area, you can:

• Assign responders to subjects
• Define responder categories for each relationship
• Update or remove relationships as needed
• Review the structure of feedback assignments

How to Assign Relationships

When assigning relationships:

1. Select a subject
2. Add responders who will provide feedback
3. Assign each responder to a category (e.g., manager, peer)

Each subject should have a complete and appropriate set of responders.

Tips for Managing Relationships

• Ensure each subject has a balanced group of responders
• Include a mix of perspectives (e.g., manager, peers, direct reports)
• Assign responders who have enough interaction with the subject
• Avoid assigning too few responders in any category
• Review relationships carefully before launching

Common Considerations

• Incomplete or unbalanced relationships can affect report quality
• Responder categories must be defined before assigning relationships
• Changes made after launch may impact participation and results

Reviewing Relationships Before Launch

Before launching your project, confirm:

• All subjects have responders assigned
• Responder categories are correct
• Each subject has sufficient coverage across categories

Taking time to review relationships helps ensure strong participation and meaningful results.

Related Pages

• Adding and Managing Participants
• Understanding Subjects and Responders
• Responder Categories
• Subject Settings