Run a Project-based Review – Lattice Help Center

Incorporating a project-based review process helps organizations assess performance outside of the traditional reporting structure and instead review within a project team.

This article covers the following topics:

Create a project-based review
Conduct a review with a project lead
Conduct a review without a project lead

Before you start

To run a project-based review, you will need to enable this feature by following the Enabling Project-Based Reviews.
Project-based reviews do not include a peer selection phase, therefore, reviewees will not be able to nominate peer reviewers. When peer reviews are included, project members will be automatically assigned peer reviews for each other excluding the project lead.

Create a project-based review

Navigate to Admin > Reviews > Auditing.
Select Create review cycle > Project-based review.
Give the review a name. This name will be visible to all participants of the review cycle.

Reviewees

Within the Participants page, choose a project lead and team for the cycle.

Project lead

Choose whether to include a project lead for the review cycle

Option 1: Conduct a project-based review with a project lead

If the project team includes a project lead, you can conduct a full 360 review where:

The project lead gives downward feedback (reviews the team members)
Team members give upward feedback (review their project lead)
All team members review each other (peer review each other)
A calibration phase can be added to the cycle

Project lead review visibility

The project lead will act as the team members' manager in this review cycle. The org chart manager for each team member will still have visibility into the review for their direct report, but they will not take action. The individual you select as the team lead will have also have manager visibility for all current Reviewees.

To add a lead, choose Add a project lead and search and select the team leader from the dropdown menu.

Option 2: Conduct a project-based review without a project lead

If there is no project lead, you can conduct a project-based review based solely on peer and self feedback only. In this review:

Team members can review themselves (self-review)
Team members each review each other (peer feedback).

To move forward without a lead, choose Don't add a project lead.

Project team

Add project-based review participants via the dropdown or by uploading a CSV.

If you have a project lead, you can include downward and upward reviews where the project lead is the reviewer for the downward review and the reviewee for the upward review.
If you do not have a project lead, you can only add self and peer reviews for your team members.

The next stages of the project-based review cycle setup are similar to those of the classic review cycle! Learn more in Create a Review Cycle.