Turn team experience into clear findings, priorities and practical next steps.
Your Starter plan includes 2 structured reviews each month, with up to 9 participant submissions per review.
1. Choose what to review
[ ] Select a recent project, activity, event or period of work.
[ ] Give the review a clear title and define the period it covers.
[ ] Describe the intended outcome: what was the work meant to achieve?
2. Set up your review
[ ] Create your first review in Candid Cycle.
[ ] Choose who should contribute, within your allowance of 9 participant submissions.
[ ] Set a deadline for contributions.
[ ] Explain the purpose: learn from the experience, recognise strengths and identify improvements—not assign blame.
3. Invite thoughtful contributions
[ ] Send participants the review invitation and deadline.
[ ] Ask them to reflect on:
- What worked well—and why?
- What could have been more effective?
- What did we learn?
- What actions should we take next?
- Encourage specific examples rather than broad statements.
4. Check the input
[ ] Check which contributions have arrived before preparing the consolidated report.
[ ] Follow up on missing input where appropriate.
[ ] Note any gaps that could affect the findings, such as limited participation or missing perspectives.
5. Review your consolidated report
[ ] Prepare the AI-assisted consolidated report.
[ ] Check that the findings accurately reflect the contributions.
[ ] Check that distinct concerns or differing views have not been lost.
[ ] Review proposed priorities and actions before sharing.
[ ] Check for sensitive or identifying information and confirm who should receive the report.
6. Agree what happens next
[ ] Share the report with the appropriate people.
[ ] Confirm what should continue and what needs to change.
[ ] Agree a manageable set of actions.
[ ] Assign each agreed action an owner, target date and intended outcome.
[ ] Decide how you will check progress.
7. Plan the follow-up
[ ] Schedule a follow-up review after there has been time to act.
[ ] Record what you want to revisit: completed actions, unresolved issues and changes in results.
[ ] Check your remaining monthly review allowance before starting another cycle.
Your first review is complete when:
You have checked the report, shared the findings with the right people and agreed who will do what next.
Electronic Onboarding Checklist
