OKR Team Edition: Platform Configuration

Name your OKR and Conversation Modules

  • Location: Admin → Platform Configuration → Organization branding → Naming
  • Recommendation: 
    naming.png
  • Implications:
    • Updates the naming convention for the platform in the following areas:
      • Top navigation bar
      • Within each module
      • Email notifications

Set your Time Zone, Language, Business Calendar

  • Location: Admin → Platform Configuration → Operational settings → Time zone
  • Recommendation: Set this to the time zone of your HQ.
  • Implications:
    • Scheduled notifications from Conversation Templates are sent around 8am of the time zone that you set.
  • Location: Admin → Platform configuration → Operational settings → Language
  • Implications: 
    • Selecting a language other than English will also change the date format (from mm/dd/yyy to dd/mm/yyyy).
    • Note: Team Edition only supports English + 1 additional language.
  • Location: Admin → Platform configuration → Operational settings → Business calendar
  • Recommendation: Divide this quarterly.

    business_calendar.png

  • Implications:
    • The default end date for new goals will be set at the end of the current quarter.
    • All date pickers will be by quarters.

Provide Support Access

  • Location: Admin → Platform Configuration → Security → Support Access
  • Recommendation: Open access.
  • Implications:
    • Allows Betterworks support to access your org for troubleshooting.

Define your OKR Categories

  • Location: Admin → Program Management → Objectives → Settings → Categories
  • Recommendation: 
    categories.png
  • Implications:
    • Allows for additional filtering for custom filters that can be created by each user.
    • Allows for additional reporting filtering for administrators.

Understand and Confirm Team-Owned Objectives Enabled

  • Location: Your name (top-right corner of account) → Teams
  • Recommendation: Allow users to create their own cross-functional teams to own objectives.
  • Implications:
    • Each user is able to create their own teams and assign objectives to this team.
    • If an individual is part of a team, the objective will show in the "My Objectives" filter, even if they do not directly own a key result.

Understand and Confirm OKR Assessment Configuration

  • Location: Program Management → Objectives → Settings → Assessments
  • Recommendation:
    assessments.png
  • Implications:
    • Progress made against a goal is already tracked through regular progress updates.
    • Less asks for your employees when just starting this program.

Configure Your Quarterly Conversation

  • Location: Admin → Program Management → Conversations → Settings → New Scheduled Conversation
  • Recommendation: Follow Configuring Conversations and use below questions:

    conversation_questions.png

  • Implications:
    • Creates an opportunity to reflect on the last quarter's OKRs and plan for the coming quarter.

Set Program Emails

  • Location: Admin → Program Management → Notifications → Program emails
  • Recommendation: Set to 14 days after the start of the business period. Turn all on.
    objective_emails.png
  • Implications:
    • Automated emails will be sent to all employees based on the dates set relative to the due date.

Enable System Notifications

  • Location: Admin → Program Management → Notifications → System notifications
  • Recommendation: Turn all on, then click Save. The option then will move back to Custom.
  • Implications:
    • All activity will trigger email notifications.
    • Users can update their notification settings within "My settings".

Set Top Company Objectives

  • Location: Admin → Program management → Objectives → Management
  • Recommendation: Input the Top Company Objectives, owned by individual executives. Select objectives each quarter to add to the filter.
    • Note: There is no need to remove objectives from past quarters.
  • Implications:
    • The currently active objectives identified will show in the Top Company Objectives each quarter.
    • All past Top Company Objectives will be available when users go to past quarters.