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Engagements Report is an invaluable toolkit for Ambassadors or those in charge of maintaining and managing the health of your OKR program.
When you're first starting out with OKRs, it can be challenging to get into the habit of frequently updating goals. But the health of your program relies on you keeping on top of progression from week to week, both when you start out with OKRs and as time goes on. That's why frequent Check-ins are crucial.
Engagement Reports give you the tools to know where to focus your efforts to boost participation in your OKR program. From seeing which Groups or individuals are less engaged with your program, to noticing whether goals have been created on time. These reports help you maintain a healthy OKR program and, ultimately, increase your chances of achieving those goals. Here is a sample:
* NOTE: These reports are only available to Ambassadors, Admins, and Superadmins.
First, use the filter at the top to see data for a specific time period (active, future, or past timeframes). The default is the shortest timeframe.
Let's dive into each report you'll see:
How many Key Results and Initiatives are up to date?
When were OKRs created?
When did users log in?
Out of date Key Results or Initiatives: Is your program up-to-date?
Spot which Initiatives or Key Results haven't been updated in the past two weeks, plus see whether your team is getting better or worse at making updates over time.
Identifying which elements are out of date is one thing. Taking action is another. Click "view details" and update Key Results and Initiatives directly from the lists. Or, as shown below, use @mention in a note to give nudge those responsible to provide an update.
OKR creation: When were your OKRs created?
Get started with your OKRs at the beginning of the quarter, so that you have plenty of time to focus on them.
This chart shows how many of your OKRs existed in your Company each week. If some OKRs were created later than others, be aware that Contributors will have less time to work on them and progress may be delayed.
Groups without OKRs: Are some Groups yet to create OKRs?
Have some Groups not yet created OKRs? There may be times when a Group doesn't necessarily need to create OKRs. A common use case is for teams that have a more supportive role in the company, for example, BI teams. Click to "view details" of each Group and its members, in case they need assistance.
Logins: Are people engaging with your goal management platform?
One sign that employees are engaged with your OKR program is that they log in to the platform that helps to facilitate it – Perdoo! Here you can quickly view a list of employees who haven't logged in during the respective timeframe so that, if necessary, you know where to direct your participation efforts.
Need a hand? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email email@example.com.