Here are a few tips for how to utilize Perdoo for your next meeting.
1:1s
Use the Progress reports for your direct reports to review the progress and updates on the goals they're leading.
First, make sure your direct reports have you listed as their manager in their Personal settings (click on the avatar in the top-right corner).
Then, as a manager or lead, you'll be able to find the link on your Home, which takes you to their user page and their Progress reports tab.
When using 1:1s in Perdoo, you'll have quick access in the right sidebar to your direct report's goals, progress reports and any kudos they've received.
Performance Reviews
When filling out a Performance Review in Perdoo, you'll see the goals for the direct report, as well as any Kudos they received.
💡 Pro tip: Using a different system for Performance Reviews? Easily export a direct report's goals from their User page or All goals and upload it to your HR management system.
From their user page: select Show KRs & Initiatives (optional: filter Results by All Result types, Key Results only, or Initiatives only), then Print full page:
From All goals: Filter by lead, timeframe and any other relevant criteria, then Export as a CSV. Repeat for Objectives, KRs & Initiatives and KPIs.
Team meetings
Use the Team page if you want to get into the execution.
From there, you can expand the view to show the Key Results and/or Initiatives by selecting Show KRs and Inits:
Or you can use the Results filter if you only want to see Key Results, for example:
All Result types
Key Results only
Initiatives only
Leadership & All-hands meetings
You have a few options:
1. The Map offers a way to visualize the relationships between your strategy and the goals that'll deliver it. Get everyone on the same page by easily communicating your strategy in a way that employees understand and remember.
2. As a high-level overview, use the Company page and then the Teams tab. From there, select Expand All (on the right-hand side). This allows you to see all your Teams on one page, rather than individually selecting Teams.
3. Have a specific agenda? Want to only talk about the OKRs at risk? Objectives with less than 50% progress? Use a saved report from All goals to easily surface this information and signal the specific goals to discuss.
Prefer this information as a video?
Find more videos in the How to get the most out of your Perdoo account playlist.
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.