http://www.trinityp3.com/ Evalu8ing is an on-line survey system that allows you to map, measure and evaluate performance, relationships, collaboration and alignment between multiple groups of stakeholders. These groups can be within your organisation or be various organisations such as buyers / suppliers, client / agency, project teams. This could be for measuring performance, alignment to values, relationships, collaboration or in fact any of the key drivers that lead to successful outputs from groups of people working together. It provides the basic steps required to be able to undertake an Evalu8ing survey based on answering a number of simple questions.

1. Evalu8ing
How to get Evalu8ing
Evalu8ing
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Evalu8ing. Collaboration. Relationships. Performance.

2. Evalu8ing – how to get started?
• An Evalu8ing survey is based around 6 simple but important considerations:
• What is the purpose of this evaluation?
• How many groups are involved?
• How do each of these groups interact with each other?
• Who are the participants in each group?
• What are the attributes to be measured?
• When will the survey run?
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Evalu8ing. Collaboration. Relationships. Performance.

3. 1. What is the purpose of this evaluation?
• Is this internal within your organisation or across organisations such as suppliers or clients?
• Is the purpose to measure performance? relationships? or collaboration? Or a combination
of one or more of these?
• Performance is usually a one way score where one group scores the performance of
the other groups. If both parties are scoring each other on performance, with the
Evalu8ing system the performance criteria for both must be the same to create a level
playing field for evaluation.
• Relationships is where two groups score how well they work together against a
common set of criteria. Relationships operate best when both parties are aligned in
expectations and objectives leading to maximum outputs from that relationship.
• Collaboration is where two or more groups, usually more, score how well they are all
aligned in their values, communication, culture and objectives to deliver a common,
mutually beneficial outcome.
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Evalu8ing. Collaboration. Relationships. Performance.

4. 2. How many groups are involved?
• Who are the groups you are
interested in scoring and monitoring?
• How can they be segmented?
• How can they be categorised?
• There is a maximum of eight groups
in any Evalu8ing survey*
• Ideal group sizes are more than one
and less than 200 (of course you can
have one person per group but then
you will know that person’s individual
scores so anonymity is difficult).
• Groups evalu8ing each other should
have meaningful interactions– see
next page.
* If you have more than 8 contact us for advice as it
can be done across multiple surveys.
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5. 3. How do these groups interact with each other?
• What is the nature of the relationship
between each of these groups?
• Is it one way? In which case one
group is scoring the Performance of
the other group. And they may score
multiple groups like this in one
survey.
• Is it two way, against a common set
of criteria? In which case it is a
measure of the Relationship
between the two. Again, within
Evalu8ing there can be multiple
versions of this relationship.
• Is it a measure between multiple
groups with everyone scoring
everyone else? In which case it is a
measure of Collaboration.
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6. 3. How do these groups interact with each other?
• The Evalu8ing Pre Survey Excel spreadsheet
is available for download and allows you to
define and capture the details of your
Evalu8ing survey.
• The Relationship sheet allows you to determine
which group is to score which groups.
• This means you can have one way
Performance scoring, two way Relationship
scoring or multi-directional Collaboration
scoring.
• The format of the Excel spreadsheet reflect the
format that this needs to be entered into the
Evalu8ing system online.
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Evalu8ing. Collaboration. Relationships. Performance.

7. 4. Who are the participants in each group?
• The Participant sheet allows you to define the
participants in each group.
• Each participant needs a minimum of their
name and email address.
• There is ideally a minimum of one person per
group and up to 200 per group.
• If you have more than a few participants in the
survey, there is a structured Excel file for your
participants that can then be used to upload the
details into the online system in bulk.
• This bulk upload file requires participants name,
email address and the name of the group.
• It is important that email addresses are correct
as the system uses this to provide the
participants with access.
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Evalu8ing. Collaboration. Relationships. Performance.

8. 5. What are the attributes to be measured?
• The Questions sheet is where
you define the questions you
want to ask, which is determined
by the criteria you want to
measure and monitor.
• There are a number of question
panels you can select from.
• We would recommend a
maximum of 20 questions to
encourage completion.
• However the Evalu8ing system
can accommodate as many
questions as you like.
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Evalu8ing. Collaboration. Relationships. Performance.

9. 5. What are the attributes to be measured?
• In selecting the questions it is important to
remember that all groups asked to score will
be provided with these questions.
• It is also important to remember that the
questions define the important success
criteria.
• There is an Excel download with a large
selection of questions from which to choose.
• On this Excel you will find:
1. Performance questions
2. Relationship questions
3. Collaboration questions
• If you require assistance with developing your
unique and customised questions we are
available to help with this process (for a small
fee).
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Evalu8ing. Collaboration. Relationships. Performance.

10. 6. When will the survey run?
• The Registration sheet on the Excel is the
last to be discussed.
• This has the information about the survey
owner and their contact details.
• Once the Excel is complete you can have
the Evalu8ing survey up and running in a
few hours.
• Some considerations:
• The survey is ideal run over 5 – 10
days. Longer durations have achieved
poorer completion results.
• It is important to let all participants
know that the survey invitation is
coming so they look out for it. (Perhaps
even send them the Participants
Guide).
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Evalu8ing. Collaboration. Relationships. Performance.

11. Now you are ready to start Evalu8ing
• Now you are ready to start Evalu8ing.
• Simply go to
http://survey.evalu8ing.com/manager/
index.php
• Check out the Manager Guide for step
by step instructions. It is downloaded
from this page.
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Evalu8ing. Collaboration. Relationships. Performance.

12. Evalu8ing resource check list?
To get started Evalu8ing you will need:
1. The Evalu8ing Survey Structure Templates.pdf
2. Evalu8ing Pre Survey Details.xls
3. Evalu8ing Questions Panel.xls
4. Evalu8ing Manager Guide.pdf
5. Evalu8ing Participants Guide.pdf
6. Evalu8ing Participant Bulk Upload.xls
All these files are available for download at available at http://www.evalu8ing.com/getstarted/
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Evalu8ing. Collaboration. Relationships. Performance.

13. For more information…
Evalu8ing Pty Ltd
Sydney
+612 8399 0922
Melbourne
+613 9682 6800
Hong Kong Get started today, email
+852 3478 3982
people@evalu8ing.com
Singapore
+65 6631 2861 Or visit
London
+44 7880 910064 http://www.evalu8ing.com/
Auckland
+64 9 363 2891
people@evalu8ing.com
www.evalu8ing.com
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Evalu8ing. Collaboration. Relationships. Performance.