How to Plan Your Exit Interview Process with Barvas

Barvas has thousands of possible uses within an organization to help individuals and teams to plan more thoroughly, stay on track and get the right things done on time.

Barvas does this in 3 simple but highly productive and engaging interfaces (which can be used independently or in synch):

  1. A brainstorming, idea-capturing, mapping interface to allow the quick capture and visualisation of ideas – ideal for scoping and planning any task or project
  2. A Task Board area for quickly creating Task Cards (with typical task data) and placing them in “swim lanes” to enable them to be monitored and managed on a pathway or journey to completion. A highly visual and effective way to manage priorities, tasks and projects through to completion
  3. A Timeline calendar view which automatically converts the crucial task information from the other two interfaces into a time-bound plan or schedule – very important for people who need to visualise and manage tasks with start and end dates as a focus

Note: Initial use of Barvas to plan out a block of work can be either by entering the tool and starting from the very start with no data; or you can select one of our many useful Templates (e.g. a step-by-step process) as a guide to help you get started. Feel feel free to push the boundaries of how Barvas can help you once you understand how the product works and apply it to other challenging tasks

STEP 1: UNDERSTAND YOUR OBJECTIVES

In this “How To” example we will demonstrate Barvas functionality using a pre-prepared Template outlining a typical plan or aide-memoire for a handling exit interviews. This template lets you scope out the key questions you want to ensure are answered during the exit interview and record the discussion.

As with all “Projects” created in Barvas, the first starting point is to include important background information such as Objectives and Outcomes, as well as adding other Team Members to collaborate with.

STEP 2: GATHER REQUIREMENTS

The Template is in a highly visual Map format, accessed from the “Map” Tab on the main menu bar. It is designed to be used as a guide to ensure a thorough approach to the recruitment process. In order to manage an exit interview, it is important to agree the key questions to be raised.

Using the Barvas Template, with the Branches acting as “Prompts”, you can now carry out two simple functions:

  1. Navigate the map Branches – to assist in navigating and moving through the Map to follow the process, the Map Explorer function is extremely valuable. It replicates the map structure and any item can be isolated on the map view by clicking on the Topic within Map Explorer. The +/- symbols on both Map Explorer and mapped Branches can be used to expand/collapse the desired level of detail or hierarchy.
  2. Capture all the ideas and answers to each question – by clicking on each Branch to highlight each question and easily and quickly using “Type and Enter/Return” functions on your keyboard to record the answers.

Notes can be added to any Branch (e.g. to provide further guidance, explanation, areas of importance, etc) – using the “Write a Note” area in the Branch Properties panel (expandable / collapsible from  the right-hand side of Map area). Notes are identified by a icon on each Branch.

As a team initially just use type and return functionality (shown in the image above) to add the questions you want to ask. As you are working on a template we have provided some examples. Feel free to delete and add to the question bank as you see fit. Equally when conducting the exit interview the type and return capability will allow you to easily capture the discussion.

STEP 3: IDENTIFY (TAG) THE KEY DELIVERABLES AND KEY PRIORITIES TO AGREE SCOPE

Sometimes the output from these discussions can generate a lot of ideas that may need sorted and/or prioritized. Barvas provides the ability to use “Tags” to help clarify and make sense of the information as well as Filter to help focus on the emerging discussions and outcomes.

STEP 4: CREATE A PLAN

The Task Board is designed to bring a high degree of visibility, process flow and all-important tracking to this stage. Task Cards are used to record the key task properties / data, including owner, start date, due date and status. Progress of Tasks through a pre-determined journey is visualised and tracked by simply moving the cards along swim lanes.

Once again, the Template has been pre-populated to give you some idea of how Barvas can manage the process. However, you can customise the “swim lane” headings to adapt or create your own process / project flow or journey through to completion.

You will note that any Tasks created using the mapping interface have been synchronised through to the Task Board. You can, of course, add new Task Cards within the Task Board simply by using the green + icons.

Barvas provides the ability to create Tasks, including assigning ownership, timescales and deadlines.

Task information can easily be applied to map Branches (as shown pre-populated in the Template) and / or using the Task Board (Tasks tab).

Tasks added to a Map are automatically added as Task Cards to the Barvas Task Board.

The template has also been prepopulated with some tasks to illustrate how seamlessly tasks that are identified on the map are instantly created on the task board

The seamless transition from map, to task board and timeline in Barvas makes it easy to plan any internal process

We use Barvas to run all areas of our business, planning and managing our exit interview is just one very simple example.  Why not give Barvas a try for managing your next exit interview. The pre-prepared example will offer a guide to setting this up but you can easily edit any of the details to suit your own processes.

Use Our Barvas Example to Plan and Manage Your Exit Interviews