Configure and implement Perdoo

Tailor Perdoo to the needs of your organization. Involve everyone.

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21 articles in this collection
Written by Henrik-Jan van der Pol, Daniela Peralta, Sofia and 2 others

Configure your account

Add templates to support the OKR process

Templates help standardize your OKR program and capture the right information.

Written by Nicole Capobianco
Updated over a week ago

Create custom tags

Create tags to quickly identify, and run reports on, specific Objectives.

Written by Sofia
Updated over a week ago

Define frequency for Perdoo Check-ins & progress reviews

This article suggests best practices on how often you should review progress on your OKRs.

Written by Daniela Peralta
Updated over a week ago

Enable or disable stretch goals

Determine when an OKR has been achieved

Written by Daniela Peralta
Updated over a week ago

Mark who the executives are

Written by Nicole Capobianco
Updated over a week ago

Personalize your Perdoo account

Before you add other people to your Perdoo account, make sure you add your company logo, slogan, etc.

Written by Nick Fischer
Updated over a week ago

Set up Check-ins

Make it simple for everyone to keep goals updated.

Written by Henrik-Jan van der Pol
Updated over a week ago

Set your Ambassador

Add an Ambassador to keep your OKR program on track.

Written by Sofia
Updated over a week ago

Setup your ultimate goal (your mission & vision)

This article touches on the importance of using your mission & vision as a starting point to success, and how to add it to Perdoo.

Written by Sofia
Updated over a week ago

Setup cadences & timeframes

Determine how often you'd like results to be delivered

Defining cadences is tricky. This article runs through a couple of suggestions that can help you make the right choice.

Written by Daniela Peralta
Updated over a week ago

What is the difference between a cadence and timeframe?

Written by Sofia
Updated over a week ago

Add a custom cadence

Written by Sofia
Updated over a week ago

Create Timeframes

Create Timeframes to set the pace for your OKR program.

Written by Sofia
Updated over a week ago

Edit Timeframes

Written by Sofia
Updated over a week ago

Roll-out Perdoo

Where to start

This article describes the first two things you need to do to get started with your OKR implementation.

Written by Daniela Peralta
Updated over a week ago

Why it's important to announce OKR & Perdoo

This article talks about the importance of announcing OKRs and Perdoo to you organization; it shares recommendations and best practices.

Written by Daniela Peralta
Updated over a week ago

Manage users

Add users

Add users so that people can participate in the OKR program.

Written by Sofia
Updated over a week ago

Add or invite reserved users

Invite users on hold, batch invite users

Written by Sofia
Updated over a week ago

Archive users

Archive a user to remove their access but keep their data.

Written by Sofia
Updated over a week ago

Import users

Save time by batch uploading your users.

Written by Sofia
Updated over a week ago

Roles & Rights

Learn more about the permission each user can have in Perdoo.

Written by Sofia
Updated over a week ago