CDs should use Designity's portal to submit:
A timeline deliverable for each project.
A weekly loom report to each client every week.
A 90-day report to each client every 90 days.
One deliverable including a loom video showcasing the work every week.
CDs should educate clients about Designity’s platform and services.
CDs should place and organize all deliverables onto the client Miro board unless otherwise requested by the client.
Score Calculation
For each performance pillar, we ask several questions during feedback reviews. You can score up to 10 points for each question. We then calculate the average score for that pillar and multiply it by 10, giving a maximum score of 100 for that pillar in that specific review. All the feedback scores are then averaged to give you the Total Pillar Score, which you see in your portal.
The weight of this score is x2.
Types of reviews where your Designity Tools & Systems skills are rated:
Quality Assurance (QA) Checks
Submission Checks (via the Designity Team) - checking if your projects have a timeline deliverable, if you submitted at least 1 loom deliverable per week, if you submitted your 90 day reports, if you submitted your weekly reports.
Sources for this score
QA Checks Questions & Points
Was the Timeline Presented?
(+2 points) Screenshared timeline in timeline view
(+2 points) Mentioned tasks for the past week
(+2 points) Overviewed deliverables for the past week
(+2 points) Mentioned deadlines for the past week
BONUS (pick two)
(+1 point) Mentioned total duration and end date of the project
(+1 point) Provided a general update of the project: are we ahead, on track, delayed with the project?
(+1 point) Presented timeline in client view
Did the CD cover everything needed in the weekly client report?
(+2 points) Last week’s timeline
(+2 points) Last week’s deliverables
(+2 points) This week’s timeline
(+2 points) This week’s milestones/deliverables
BONUS
(+1 point) Suggested upcoming projects
(+1 point) Mentioned upcoming reports
(+1 point) Presented backstage of creative work
Are all Creatives assigned across projects with minimal downtime?
(+3 points) All creatives on the plan are utilized
(+2 points) All creatives are properly tagged by level
(+1 point) All creatives are properly tagged by name
(+2 points) No unexplained gaps on timeline
BONUS
(+1 point) CD’s name is tagged properly to know if they are acting as a creatives
(+1 point) If there is a gap for the creative on a project, they are allocated in another project
Were the deliverables sent ahead of a meeting so the client had time to review prior during the week?
(+3 points) Deliverables were sent day of or at least 4 hours before a client meeting
(+3 points) Deliverables were submitted via the deliverables form and visible on the timeline
(+2 points) The deliverable includes specific link to the item on the board
BONUS
(+2 points) There is a loom recording with at least one deliverable of the week
What is the overall quality of the Miro board?
(+1 point) Each project should be identifiable by name, and it ideally matches the timeline submission form
(+1 point) Each deliverable should identifiable with name
(+1 point) Start & end dates (or estimated end date) of the project are present
(+1 point) Delivery submission dates for each of the deliverables are present
(+1 point) Show copy / link to project brief
(+1 point) Show copy / link to final files (if applicable)
(+1 point) Things are consistently sized (Fonts / Boards / etc)
(+1 point) Titles / fonts/ boards etc are consistently colored
(+1 point) No obvious typos
BONUS
(+2 points) Show status of projects (active/completed/Paused/Canceled)
Were sufficient project screenshots included in the 90 Day report?
Submission Checks
Sporadically, the Designity team checks if you submitted timeline deliverables for your projects. If you did, you will receive a score of
Score of 80 for 90% of projects from the last 21 days include a timeline deliverable
Score of 90 for 95% of projects from the last 21 days include a timeline deliverable
Score of 100 if 100% of all projects from the last 21 days include a timeline deliverable
Sporadically, the Designity team checks if you submitted a weekly loom for all your clients during that week. If you did, you will receive a score of
Score of 80 for 90% of clients
Score of 90 for 95% of clients
Score of 100 if 100% of clients
Sporadically the Designity team checks if you submitted a deliverable with a loom for all your clients during that week. If you did, you will receive a score of
Score of 80 for 90% of clients
Score of 90 for 95% of clients
Score of 100 if 100% of clients
Sporadically, the Designity team checks if you submitted your deliverables through the deliverables form to the client.