Implementation BlueprintExecution layer

15Five Managed Performance Management Retainer (10-14 days)

This offer productizes 15Five into a recurring managed service for mid-market HR teams, covering setup, review cycles, engagement surveys, and ongoing coaching. Agencies earn margin on setup fees plus a monthly retainer while the client pays 15Five's per-user subscription. Time: 10-14 days.

By InnovaAI ResearchPublished Updated

LMS Tools

How do you implement it?

Blueprint

15Five Managed Performance Management Retainer (10-14 days)

This offer productizes 15Five into a recurring managed service for mid-market HR teams, covering setup, review cycles, engagement surveys, and ongoing coaching. Agencies earn margin on setup fees plus a monthly retainer while the client pays 15Five's per-user subscription.

Prerequisites
  • Client has an active 15Five subscription (Engage, Perform, or Total Platform) or agrees to purchase one
  • HRIS access for integration (BambooHR, Workday, or similar) and SSO credentials for Okta
  • A named HR lead and manager cohort available for training and configuration decisions
  • Defined review cycle dates and engagement survey cadence for the first 90 days
  • Agency has a 15Five partner or reseller agreement to enable billing and support
Execution Timeline
  • 1.Kick off with client HR lead to confirm goals, employee count, and review cycle dates
  • 2.Provision 15Five admin access and map user roles to the client's org chart
  • 3.Integrate HRIS (BambooHR or Workday) and enable SSO via Okta
  • 1.Configure Engage survey templates and set up automated pulse check schedules
  • 2.Build baseline engagement survey with heat maps and benchmarking enabled
  • 3.Set up action planning workflows for managers to respond to survey results
  • 1.Design the AI-assisted performance review module, including rating scales and review cycles
  • 2.Configure 360° feedback templates and manager check-in cadence
  • 3.Enable 15Five Agents for automated review drafting and coaching nudges
  • 1.Set up OKRs and goals in 15Five, aligning them with the client's quarterly objectives
  • 2.Create goal tracking dashboards for the Insights Dashboard
  • 3.Train HR lead on dashboard reporting and action planning
  • 1.Configure compensation management module if on Total Platform plan
  • 2.Set up compensation review cycles and link to performance data
  • 3.Test AI-assisted review summaries with sample employee data
  • 1.Launch the first engagement survey to all employees
  • 2.Monitor response rates and troubleshoot access issues
  • 3.Prepare a baseline engagement report using heat maps and benchmarking
  • 1.Run a manager training session on 1-on-1s and check-ins
  • 2.Demonstrate how to use 15Five Agents for coaching recommendations
  • 3.Provide a quick-start guide for managers to set up their team's OKRs
  • 1.Review survey results and identify engagement drivers using predictive analytics
  • 2.Create action plans for low-scoring teams
  • 3.Set up automated alerts for declining engagement trends
  • 1.Configure the first performance review cycle with AI-assisted drafting enabled
  • 2.Assign reviewers and reviewees, and set up 360° feedback collection
  • 3.Test the review workflow with a pilot group
  • 1.Deliver a mid-engagement report to client leadership with insights and recommendations
  • 2.Adjust survey cadence and review templates based on feedback
  • 3.Document all configurations and workflows in a handover guide
  • 1.Set up recurring reporting for the Insights Dashboard, including engagement and performance metrics
  • 2.Configure manager coaching plans based on 15Five's recommendations
  • 3.Schedule monthly check-in calls for the retainer phase
  • 1.Finalize the managed service agreement, including response times and support scope
  • 2.Transition to ongoing monitoring and optimization of review cycles and surveys
  • 3.Provide a roadmap for scaling 15Five usage to additional teams
Setup fee $2,500 to $5,000, plus ongoing retainer $500 to $1,500 per month. Client pays 15Five subscription at $4 to $16 per user per month (annual billing).10-14 days
ROI Logic

With a $2,500 setup fee and $1,000 monthly retainer, an agency covers 20 hours of setup effort at $125/hour and then earns recurring margin. Since 15Five's subscription is paid directly by the client, the agency's only cost is labor, yielding 70-80% gross margin on the retainer.

Deliverables
  • Configured 15Five instance with HRIS and SSO integrations
  • Engagement survey templates and automated pulse check schedules
  • AI-assisted performance review workflow with 360° feedback
  • OKR and goal tracking setup aligned to quarterly objectives
  • Manager training guide and 90-day adoption roadmap
Definition of Done

The client's 15Five platform is fully configured with active engagement surveys, a live performance review cycle, and OKR tracking, and the agency has delivered a baseline report and manager training, with a signed retainer for ongoing support.

15Five decision recordBrowse the Academy

More on 15Five

More for LMS Tools