Creating a debrief in Performance Leader is a straightforward process that helps you capture valuable insights and feedback from your team after completing a project or engagement. This guide walks you through each step of the debrief creation process—from selecting a template and inviting participants to activating the debrief and gathering feedback.
Accessing the debriefs module
To get started with creating a debrief, you'll first need to navigate to the debriefs section of Performance Leader.
Go to the debriefs module from your navigation menu
Click on the + New Debrief option in the top right corner
This will open the debrief creation dialogue
Selecting a debrief type and providing details
When creating a new debrief, you'll need to choose a template that matches your needs. These templates are configured specifically for your firm.
Select a debrief type from the available templates (e.g., Start, Stop, Continue)
Click the + button next to your chosen template
Provide a name for your debrief (e.g., "Project X Debrief")
Add a description and list any goals or objectives
Set a due date for when feedback should be submitted (e.g., end of the month)
Click Create to proceed to the setup screen
Configuring your debrief
Once you've created your debrief, you'll be taken to the debrief setup screen where you can add more details and customise the configuration.
Review the debrief status (it will initially be set to Draft)
Check the due date and created date information
Click Edit to provide additional information about the specific project
Select the relevant project from your list
Complete the form inputs based on your debrief template configuration
Add any supporting documents that will help participants provide meaningful feedback
Inviting participants
Adding the right people to your debrief ensures you gather comprehensive feedback from all relevant stakeholders.
Click the option to add users to the debrief
Select the individuals you want to invite to provide feedback
Review the list of invited participants, which shows their name, role, and submission status
If needed, you can remove someone or send them a reminder from this view
Reviewing team and facilitator feedback
Before activating your debrief, you can preview the feedback structure and ensure everything is configured correctly.
Scroll to the top of the page and click the Team Feedback tab
You may need to refresh the page to see the current list of participants
Review the submission status for each participant
Check the Facilitator Feedback option to understand your role as debrief creator
Activating the debrief
Once you're satisfied with your debrief configuration, it's time to launch it and notify participants.
Click Activate Debrief when you're ready to launch
Review the configuration checklist that appears to ensure everything is properly set up
Confirm activation—this will send an email to all invited participants
Participants can now start providing their feedback, including yourself
Completing the debrief
After all feedback has been collected and the debrief period has ended, you can close the debrief and generate summaries.
Review all submitted feedback to ensure completion
Click Mark as Complete to close the debrief
The system will generate summaries based on the feedback received
AI-powered insights
If your firm has enabled the AI module, you'll be able to generate intelligent summaries of debrief feedback, identify key themes, and extract actionable insights automatically. This powerful feature helps you quickly understand patterns and trends across multiple debriefs.
Tips for successful debriefs
Choose the right template: Select a debrief type that matches your project needs and firm methodology
Set realistic due dates: Give participants enough time to reflect and provide thoughtful feedback
Include relevant documents: Supporting materials help participants recall specific details and provide more accurate feedback
Follow up as needed: Use the reminder function if participants haven't submitted feedback as the due date approaches
Review promptly: Once feedback is submitted, review and share insights whilst the project is still fresh in everyone's minds