[VIDEO] Evaluation Plans

00:00: Welcome to session board in this video, we will walk you through the steps to create 00:04: an evaluation plan for session review. 00:06: Evaluation plans are for Gathering feedback for your submitted sessions by 00:10: outside evaluators such as committees using a rating scale. 00:16: To get started, navigate to the evaluation module. 00:20: Click the add plan button on the evaluation plans page to create a new plan 00:24: for your event. You can create as many plans as needed. 00:29: On the first page, select your evaluation type within this video. 00:32: We will be reviewing the assign evaluators type which allows you to assign 00:36: a evaluators from your event team to a specific evaluation plan. 00:41: To learn more about virtual evaluations, watch the AI evaluations 00:45: training video. 00:47: On page 2, add a title that evaluators will see along with any instructions 00:51: to guide them while reviewing submissions. 00:55: Additionally, there are four settings you can configure Set plan 00:59: is open. If enabled you can set a due date. 01:02: If the plan remains closed, you can open the plan at a later date. 01:06: Until then plans are view only to evaluate us. 01:10: Enable anonymized review the first and last names of session speakers 01:14: are removed from submission details. Enable weekly reminders 01:18: have an automated email said to evaluators every Monday when there are sessions 01:22: to review in their plan. Include uploaded files. 01:26: Toggle this option on, if you want evaluators to view and access any files 01:30: uploaded to sessions? To learn more about this feature, watch our session 01:34: files training video. 01:37: On page 3, assign your evaluators to the plan you are creating by selecting 01:41: the checkbox to the left of their name. Evaluators must be added 01:45: to your event team before they can be assigned to a plan. 01:49: Watch the event team training video to learn how to add evaluators to your event 01:53: team. 01:55: On page 4, apply filters to determine which sessions appear in the plan. 01:59: You can create multiple plans with different filters to organize sessions for 02:03: review, such as track tags, format level language 02:07: or status. For example, create one plan for each 02:12: track and a sign of evaluators to a plan based on their area of expertise. 02:17: Page 5 allows you to control What fields are visible to the evaluators within 02:21: the plan for each session. They are reviewing Within the session Field 02:25: section, select the session Fields. 02:27: You want the evaluators to see by clicking, the check box to the left of the field name. 02:33: Similarly, select the speaker Fields you would like shown to evaluators for each 02:37: session. 02:39: Evaluation fields are questions. You would like to ask evaluators such as requesting 02:43: additional comments for your team. To take into consideration or asking them 02:47: what core value. This session. Best aligns with you can create custom 02:51: questions by clicking the create new field button. 02:55: Select the ellipses to the right of the evaluator field, to further customize, the 02:59: question, such as making it required or adding help text 03:04: On the final page, choose a rating icon for your plan. 03:08: There are four options star and heart icons can be set up to 20 03:12: while face and number icons have a maximum of five. 03:15: To align with your event. Branding, click the black rectangle, next to the rating 03:19: icon, to customize its color. 03:23: Rubrics, allow evaluators to score submissions based on specific criteria. 03:27: You define. Each Criterion is weighted in contributes to 03:31: an overall average score. Use the AG criteria button to include 03:35: more or customize the existing options. 03:38: Adjust the sliding scale to ensure all criteria. 03:41: Add up to 100%. 03:44: Lastly, you can set an evaluation limit that tells your evaluators, how many 03:48: times the evaluation team should review each submission. 03:51: The number of evaluations per session is tied to the number of evaluators assigned 03:56: to the plan. For example, if four evaluators are assigned 04:00: to the plan, each submission can be reviewed a maximum of four times. 04:04: Once you are complete, click the add plan button to create your evaluation 04:08: plan. 04:10: After creating your plan, click the Ellipsis in the actions column to duplicate 04:14: the plan, export results, make edits as needed and much more. 04:20: Congratulations. You've successfully created an evaluation plan and are 04:24: ready to start collecting session reviews. If you have any questions, feel 04:28: free to contact our support team. Thank you for choosing session board.