Completing and closing a debrief as a facilitator is a straightforward process that helps you gather valuable insights from your team. This guide walks you through each step—from accessing your debriefs and providing feedback to reviewing team submissions and closing the debrief.
Accessing your debriefs
Before you begin completing feedback, you'll need to access the debriefs you're facilitating.
Click into the Debriefs module from your navigation menu
You'll see a list of debriefs you're currently part of, including those you're facilitating and those you've been invited to
Debriefs you're facilitating will display your name as a facilitator and include a Manage option
Debriefs you've been invited to will not have a manage option—you can only provide feedback for these
Providing your feedback as a facilitator
Once you've accessed your debrief, you can complete your feedback.
Click on Complete Feedback to go straight to your feedback form
Fill in the feedback form with your observations and insights
You can save your progress at any time and return to complete it later
When you're ready, submit your feedback
After submitting, you'll be taken to the debrief landing page where you can review the status of feedback from other participants.
Using AI to generate feedback summaries
AI can help you create a comprehensive debrief summary based on the feedback submissions received.
Click on Debrief Details and Feedback in the top right corner
Review the information about the debrief and feedback that's been provided
Click Generate Draft Response to have AI create an overall summary
You can use the default prompt provided or type in your own
Configure the tone and length of the response to suit your needs
Click Generate and AI will review all submissions and create a summary
Copy the AI-generated summary and paste it into your feedback input
Edit the summary as needed to add your personal insights or adjust the language
Save or submit your feedback
This feature is part of Performance Leader's AI module. Reach out to your CSM if you have not enabled this module and are interested in a trial or demo.
Reviewing and managing team feedback
As a facilitator, you can monitor the progress of feedback from all participants.
From the debrief landing page, scroll down to view the status of feedback from others
You can send prompts or reminders to participants who haven't completed their feedback
If needed, you can remove someone's access to the debrief
To review your own feedback, navigate to Team Feedback and click on Facilitator Feedback
You can update or edit your feedback at any time before closing the debrief
Closing the debrief
When all feedback has been submitted and you're satisfied with the debrief, you can close it.
Click Mark as Complete to close the debrief
The system will provide a summary of what will happen next
Confirm that you want to close the debrief
Accessing insights from completed debriefs
Once a debrief is closed, you can access comprehensive insights and analysis.
Return to the Debriefs module
You'll now see an option for Completed Debriefs
Click into the completed debrief you want to review
If Compass AI is enabled, you'll see:
An executive summary
Detailed analysis
Key insights
Recommendations
Click View Full Details to see all information, including individual feedback submissions
If you have Compass AI enabled, it will automatically run an analysis over all the submissions once the debrief is closed, providing you with valuable insights.