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For Evaluators - After the Evaluation

Transform your observations into comprehensive reports that drive development and decision-making. After the assessment concludes, you'll consolidate ratings with other evaluators, write evidence-based reports, and prepare for feedback sessions.

Updated over 2 months ago

✅After the Evaluation

The most valuable part of any evaluation is the insights and recommendations that emerge from it. That's why evaluate worx makes report writing structured, collaborative, and efficient.

With evaluate worx, you can review ratings from all evaluators, reach consensus on final scores, and write detailed reports using your collected notes as evidence. Whether you're highlighting strengths, identifying development areas, or preparing for feedback conversations, the platform guides you through creating professional, actionable reports that truly help talents grow.

How it works:

Collaborate with other evaluators to agree on final competency ratings. Write comprehensive reports that include specific evidence from your observations and practical development recommendations. Preview and review the complete report before freezing and releasing it to the client. Prepare for debrief sessions and print documents as needed.

🎯 Consolidating Final Ratings

After all exercises are complete and you've rated competencies in each observation sheet, you'll work with other evaluator(s) to agree on final ratings for each competency.

Agree on Final Ratings

The Final Ratings section shows all evaluators' ratings and allows you to reach consensus.

How to finalize competency ratings:

  1. Click on Evaluate in the left menu.

  2. Click on Final Ratings.

  3. You'll see :
    - All competencies assessed in the evaluation
    - Average ratings for each competency from each evaluator
    - A calculated average rating across all evaluators

  4. Review the ratings and discuss with other evaluators if needed.

  5. Select the final rating for each competency:
    - This may be the calculated average
    - Or a consensus rating agreed upon by the evaluation team

  6. Save the final ratings.

💡 Tip: When ratings differ significantly between evaluators, discuss specific examples and evidence before finalizing. Different perspectives can lead to more accurate evaluations.

📊 Writing the Evaluation Report

The evaluation report is the most important deliverable. It provides comprehensive feedback, evidence, and development recommendations for the talent.

Create the Comprehensive Report

The Write Report section guides you through creating a professional, evidence-based assessment report.

How to write the report:

  1. Click on Evaluate in the left menu.

  2. Click on Write Report.

  3. You'll see a list of all competencies with tabs you can click on.

  4. Click on each competency to write about it.

  5. For each competency, you'll see :
    - The final rating for this competency
    - An Executive Summary section
    - A Detail section with a text editor
    - A Development Recommendations section with a text editor

What to write in each section:

Detail (Evidence):

  • Provide specific examples of behaviors you observed

  • Reference particular exercises where the competency was demonstrated

  • Include both strengths and areas for improvement

  • Use your notes to find concrete evidence

  • Be descriptive and objective

Development Recommendations:

  • Suggest specific actions the talent can take to improve

  • Recommend training, experiences, or practices

  • Be constructive and actionable

  • Focus on development, not just weaknesses

6. Use the text editor tools:
- Undo/Redo buttons
- Bold (B) and Italic (I) formatting
- Bullet points and numbered lists

7. Work through each competency until all sections are complete.

8. Work is saved along as you edit.

Report Writing Best Practices

Be Specific: ✅ "In the leadership exercise, demonstrated strategic thinking by proposing a long-term solution that considered stakeholder impacts." ❌ "Good at strategic thinking."

Use Evidence: ✅ "During the case study presentation, clearly articulated three options with pros and cons for each." ❌ "Presented well."

Be Constructive: ✅ "To strengthen decision-making skills, consider practicing structured problem-solving frameworks in real projects." ❌ "Needs to improve decision-making."

Balance Strenghts and Development :

  • Acknowledge what the talent does well

  • Frame development areas positively

  • Provide actionable next steps

💡 Tip: Review all your notes before writing. Your detailed observations during exercises contain the evidence you need to write a compelling, useful report.

📤 Finalizing and Releasing the Report

Once the report is complete, you can review it, download it, and release it ot the client.
​
​Review the Report

Before releasing, carefully review the report to ensure quality and accuracy.

How to review the report:

  1. In the Write Report section, click Preview at the top of the page.

  2. Review the complete report:
    - Check for completeness (all competencies addressed)
    - Verify evidence is specific and accurate
    - Ensure development recommendations are actionable
    - Proofread for clarity and professionalism

  3. If changes are needed, go back and edit the relevant sections.

  4. Save any updates.

Alternative review method:

  1. Go to Home on the left menu.

  2. Click on the current assessment.

  3. Under Documents, click Interactive next to Final Report.

  4. Review the interactive version of the report.

Download the Report:

You can download the report in multiple formats for your records or sharing.

How to download:

  1. In the Write Report section, click Download at the top.

  2. Or go to Home and click PDF under Final Report.

  3. You can also click Download Excel for a spreadsheet version with ratings data.

Release the Report to the Client

When you're confident the report is complete and accurate, you can freeze and release it to the client.

How to release the report:

  1. In the Write Report section, click Freeze and release report to client at the top.

  2. Confirm the action.

  3. The report is now frozen (cannot be edited further) and released to the client.

  4. The client will be able to access the finalized report.

⚠️ Important: Once a report is frozen and released, it cannot be edited. Make sure to thoroughly review before releasing.

💬 Preparing for Feedback Sessions

After completing the evaluation, you may need to prepare for a feedback session with the talent.

Prepare Feedback Notes

The Prep Feedback Session section helps you organize your thoughts before meeting with the talent.

How to prepare feedback:

  1. Click on Debrief in the left menu.

  2. Click on Prep Feedback Session.

  3. Select the talent from the dropdown (if multiple talents in the evaluation).

  4. You'll see a text editor where you can:
    - Outline key points to discuss
    - Note strengths to emphasize
    - Plan how to present development areas constructively
    - Prepare answers to potential questions

  5. Save your preparation notes.

  6. Reference these notes during the actual feedback session with the talent.

💡 Tip: Structure your feedback session to start with strengths, then discuss development areas, and end with actionable next steps. This approach is constructive and motivating.

🖨️ Printing Documents

You can print or download various documents from the evaluation for your records or distribution.

Access Printable Documents

The Print section provides access to all major evaluation documents.

How to print or download documents:

  1. Click on Debrief in the left menu.

  2. Click on Print.

  3. Under Select Talent, choose which talent's documents you want to access (if multiple talents).

  4. Under Documents, you'll see:
    - Final Report: Download as PDF or view Interactive version
    - Notes: Download PDF of all notes taken during exercises
    - Matrix with final ratings: Download PDF of the competency rating matrix

  5. Scroll down to see:
    - Global Documents: Any documents available for all participants
    - Uploaded Documents: Additional materials uploaded during the evaluation

  6. Click the relevant PDF or Interactive button to access documents.

🎯 Evaluator Best Practices

Before the Evaluation:

✅ Review all exercise materials and instructions thoroughly
✅ Understand the competency model being used
✅ Familiarize yourself with the rating scale
✅ Check the schedule and plan your time
✅ Review any pre-task results to understand the talent's baseline

During the Evaluation:

✅ Take detailed, specific notes in real-time
✅ Focus on observable behaviors, not assumptions
✅ Note concrete examples for each competency
✅ Rate immediately after each exercise while observations are fresh
✅ Stay objective and consistent in applying rating criteria
✅ Collaborate and discuss with other evaluators between exercises

After Each Exercise:

✅ Complete observation sheet ratings promptly
✅ Review your notes for clarity and completeness
✅ Discuss any questions or concerns with other evaluators
✅ Take short breaks to maintain focus and objectivity

Writing the Report:

✅ Use specific examples from your notes as evidence
✅ Balance strengths and development areas
✅ Make recommendations concrete and actionable
✅ Write professionally and constructively
✅ Proofread carefully before releasing
✅ Have another evaluator review if possible

Common Mistakes to Avoid:

❌ Taking vague notes without specific examples
❌ Rating based on general impressions rather than observed behaviors
❌ Waiting until the end of the day to rate all exercises
❌ Writing reports without referencing your detailed notes
❌ Releasing reports without thorough review
❌ Being overly critical without constructive recommendations
❌ Letting one strong or weak moment dominate the entire assessment

📌 Quick Reference: Evaluator Workflow

Step 1: Prepare (Before Assessment Day)

  • Switch to Evaluator role

  • Open your assigned evaluation

  • Review Documents, Talents Pre-Tasks, and Exercises

  • Familiarize yourself with the schedule

Step 2: Observe (During Assessment)

  • Go to Schedule & Notes

  • Click the folder icon for each exercise

  • Take detailed notes as exercises happen

  • Capture specific behaviors and examples

Step 3: Rate (After Each Exercise)

  • Go to Observation Sheets

  • Click on each competency for the exercise

  • Provide ratings based on your observations

  • Save ratings for all competencies$

Step 4: Consolidate (After All Exercises)

  • Go to final ratings

  • Review all evaluators' ratings

  • Discuss and agree on final ratings with the team

  • Select and save final ratings for each competency

Step 5: Report (After Evaluation)

  • Go to Write Report

  • Click on each competency

  • Write detailed evidence in the Detail section

  • Provide Development Recommendations

  • Save all sections

Step 6: Finalize (Before Release)

  • Preview or view Interactive report

  • Review for completeness and accuracy

  • Make any final edits

  • Click "Freeze and release report to client"

Step 7: Debrief (Optional)

  • Prepare feedback session notes in Debrief section

  • Print or download documents as needed

  • Conduct feedback session with talent

Related Articles
Navigation and functions
For Content Managers - Evaluations
For Evaluators - Getting Started & Preparation
For Evaluators - During the Evaluation
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