Campaign Completion
Guide to finalizing campaigns, generating reports, and transitioning to action planning.
Completion Overview
Campaign completion involves locking results, generating reports, and preparing for follow-up actions.
┌─────────────────────────────────────────────────────────────────┐
│ COMPLETION WORKFLOW │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Step 1: Verify Completion │
│ ├── All reviews submitted (100%) │
│ └─ ─ Calibration session completed │
│ │ │
│ ▼ │
│ Step 2: Finalize Results │
│ ├── Lock calibrated placements │
│ └── Mark campaign as completed │
│ │ │
│ ▼ │
│ Step 3: Generate Reports │
│ ├── Distribution reports │
│ ├── Individual results │
│ └── Action planning exports │
│ │ │
│ ▼ │
│ Step 4: Archive (Optional) │
│ └── Move to historical records │
│ │
└─────────────────────────────────────────────────────────────────┘
Verification Checklist
Before completing a campaign, verify all requirements are met:
┌─────────────────────────────────────────────────────────────────┐
│ COMPLETION READINESS CHECK │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Reviews │
│ ☐ All reviews submitted (45/45) ✓ Ready │
│ ☐ No pending reviewer assignments ✓ Ready │
│ │
│ Calibration │
│ ☐ Calibration session completed ✓ Ready │
│ ☐ All movements documented ✓ Ready │
│ ☐ Calibration notes recorded ✓ Ready │
│ │
│ Data Quality │
│ ☐ All matrix positions assigned ✓ Ready │
│ ☐ Required fields completed ✓ Ready │
│ │
│ Overall Status: ✓ READY TO COMPLETE │
│ │
│ [Complete Campaign] │
│ │
└─────────────────────────────────────────────────────────────────┘
Finalizing Results
Completing the Campaign
┌─────────────────────────────────────────────────────────────────┐
│ COMPLETE CAMPAIGN │
├─────────────────────────────────────────────────────────────────┤
│ │
│ ⚠️ This action cannot be undone │
│ │
│ Completing this campaign will: │
│ • Lock all assessment data │
│ • Prevent further review submissions │
│ • Prevent further calibration changes │
│ • Enable full reporting access │
│ │
│ Campaign: Q1 2026 Talent Review │
│ Reviews: 45 completed │
│ Calibration: Completed on March 15, 2026 │
│ │
│ [Cancel] [Complete Campaign] │
│ │
└─────────────────────────────────────────────────────────────────┘
What Gets Locked
| Data Element | Locked State |
|---|---|
| Individual assessments | Read-only |
| Matrix placements | Fixed |
| Calibration notes | Preserved |
| Custom field responses | Read-only |
Reporting
Available Reports
| Report | Description | Format |
|---|---|---|
| Distribution Summary | Talent grid distribution | PDF, Excel |
| Movement Report | Changes from calibration | Excel |
| Individual Reports | Per-employee details | |
| Manager Summary | Team-level aggregates | PDF, Excel |
| Action Planning Export | Development recommendations | Excel |
Distribution Summary
┌─────────────────────────────────────────────────────────────────┐
│ TALENT DISTRIBUTION REPORT │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Campaign: Q1 2026 Talent Review │
│ Total Reviewed: 45 employees │
│ │
│ Performance vs Potential (9-Box) │
│ │
│ Low Medium High TOTAL │
│ ┌─────────┬─────────┬─────────┐ │
│ High │ 3 │ 5 │ 8 │ 16 (36%) │
│ │ (7%) │ (11%) │ (18%) │ │
│ ├─────────┼─────────┼─────────┤ │
│ Med │ 7 │ 12 │ 6 │ 25 (56%) │
│ │ (16%) │ (27%) │ (13%) │ │
│ ├─────────┼─────────┼─────────┤ │
│ Low │ 2 │ 1 │ 1 │ 4 (9%) │
│ │ (4%) │ (2%) │ (2%) │ │
│ └─────────┴─────────┴─────────┘ │
│ │
│ Top Right (Stars): 8 (18%) │
│ Solid Core: 25 (56%) │
│ Needs Development: 10 (22%) │
│ Performance Concerns: 2 (4%) │
│ │
└─────────────────────────────────────────────────────────────────┘
Movement Report
┌─────────────────────────────────────────────────────────────────┐
│ CALIBRATION MOVEMENT REPORT │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Total Movements: 8 (18% of population) │
│ │
│ Employee From To Rationale │
│ ───────────────────────────────────────────────────────────── │
│ Alice Johnson Core Player → Future Star Leadership │
│ Bob Smith Future Star → Core Player Consistency │
│ Carol Williams Key Player → Current Star Results │
│ ... │
│ │
│ Movement Summary: │
│ • Upgraded: 5 employees │
│ • Downgraded: 2 employees │
│ • Lateral: 1 employee │
│ │
└─────────────────────────────────────────────────────────────────┘
Exporting Data
┌─────────────────────────────────────────────────────────────────┐
│ EXPORT OPTIONS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Select data to export: │
│ │
│ ☑ Employee information (name, department, role) │
│ ☑ Assessment scores (performance, potential, etc.) │
│ ☑ Matrix placement (final calibrated position) │
│ ☑ Manager comments │
│ ☑ Calibration notes │
│ ☐ Historical comparison (previous campaign) │
│ │
│ Format: [Excel ▼] │
│ │
│ [Cancel] [Export] │
│ │
└─────────────────────────────────────────────────────────────────┘
Action Planning Integration
Development Planning Export
Connect talent review results to development planning:
┌─────────────────────────────────────────────────────────────────┐
│ ACTION PLANNING EXPORT │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Export includes: │
│ • Employee name and current role │
│ • Final matrix placement │
│ • Manager's development recommendations │
│ • Calibration notes and decisions │
│ │
│ Suggested next steps by placement: │
│ │
│ STARS (High Perf, High Potential) │
│ → Accelerated development programs │
│ → Stretch assignments │
│ → Retention conversations │
│ │
│ FUTURE STARS (Med Perf, High Potential) │
│ → Performance coaching │
│ → Skill development │
│ → Mentoring │
│ │
│ UNDERPERFORMERS (Low Perf, Low Potential) │
│ → Performance improvement plan │
│ → Role fit assessment │
│ → Support resources │
│ │
└─────────────────────────────────────────────────────────────────┘
Archiving
When to Archive
Archive campaigns when:
- Results have been communicated
- Actions have been initiated
- Historical reference is needed
- Active list is getting cluttered
Archive Process
┌─────────────────────────────────────────────────────────────────┐
│ ARCHIVE CAMPAIGN │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Archiving this campaign will: │
│ • Move it to historical records │
│ • Remove from active campaign list │
│ • Preserve all data for reference │
│ • Maintain access for reporting │
│ │
│ Campaign: Q1 2026 Talent Review │
│ Completed: March 15, 2026 │
│ │
│ [Cancel] [Archive Campaign] │
│ │
└─────────────────────────────────────────────────────────────────┘
Archived Campaign Access
| Capability | Available |
|---|---|
| View results | ✓ Yes |
| Generate reports | ✓ Yes |
| Edit data | ✗ No |
| Compare to current | ✓ Yes |
Historical Comparison
Year-over-Year Analysis
┌─────────────────────────────────────────────────────────────────┐
│ HISTORICAL COMPARISON │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Compare: Q1 2026 Talent Review vs Q1 2025 Talent Review │
│ │
│ Distribution Change: │
│ │
│ Cell 2025 2026 Change │
│ ───────────────────────────────────────── │
│ Stars 6% 18% +12% ↑ │
│ Future Stars 11% 13% +2% ↑ │
│ Core Players 45% 56% +11% ↑ │
│ Underperformers 15% 4% -11% ↓ │
│ │
│ Individual Movement: │
│ • Promoted: 12 employees │
│ • Maintained: 28 employees │
│ • Declined: 5 employees │
│ │
└─────────────────────────────────────────────────────────────────┘
Post-Completion Checklist
┌─────────────────────────────────────────────────────────────────┐
│ POST-COMPLETION CHECKLIST │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Reporting │
│ ☐ Distribution report generated and shared │
│ ☐ Leadership briefing completed │
│ ☐ HR team has access to detailed data │
│ │
│ Communication │
│ ☐ Managers informed of final results │
│ ☐ Employee feedback guidance distributed │
│ ☐ Development planning initiated │
│ │
│ Follow-up │
│ ☐ Action plans created for key segments │
│ ☐ Retention conversations scheduled (flight risks) │
│ ☐ Development programs aligned │
│ │
│ Administration │
│ ☐ Campaign archived (when appropriate) │
│ ☐ Process retrospective completed │
│ ☐ Improvements documented for next cycle │
│ │
└─────────────────────────────────────────────────────────────────┘
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