Document the feedback

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After giving feedback, it's important to keep a record of it, especially in team settings. ClickUp Forms can help you capture responses instantly and turn them into trackable tasks.

ClickUp Form: SBI Response Template

Turn ClickUp Form responses into tasks that integrate seamlessly into your workflows

You can customize your Response Form to suit your needs. Or even better, you can take advantage of ClickUp’s ready-made form templates for feedback collection.

ClickUp Feedback Form Template
The ClickUp Feedback Form Template is an essential tool for structuring feedback in a clear and organized chief vp compliance email list manner. Whether you manage a large team or conduct individual reviews, this template provides a simplified format for capturing feedback effectively.

Try ClickUp's evaluation form template to record and track all of your team's evaluations
Download this template
Try ClickUp's evaluation form template to record and track all of your team's evaluations

Here are some of its key benefits:

Aligns with the SBI feedback model for structured feedback (Situation, Behavior, Impact)
Makes feedback actionable and easy to follow for clear improvement or recognition
Versatile for real-time performance feedback reviews or customer observations
Integrates with workflows, allowing for documentation and feedback tracking
Facilitates tracking of action items, ensuring continuous progress
Download this template
Step 7: Encourage dialogue
After presenting your feedback using the SBI feedback template, it is crucial to encourage an open dialogue. Allow the recipient to respond, ask questions, or request clarification.

ClickUp Reviews: SBI Feedback Model

Use collaborative features like ClickUp comments and mentions to keep feedback structured and clear

Once feedback is documented, team members can openly discuss it using ClickUp’s collaboration features like comments and @mentions. This keeps the conversation going and encourages continuous improvement.

Step 8: Plan the follow-up
Feedback is not a one-and-done event. It is important to follow up to check if behavior has changed or if support is needed.

ClickUp's Internal Communication Strategy and Action Plan Template is a great way to fine-tune ongoing communication and track progress post-feedback. This keeps everyone accountable and ensures that feedback translates into tangible improvements.