Perdoo

Nick Fischer

Nicole Capobianco

Sofia

Create, update, and achieve goals

How to set annual or quarterly targets for KPIs

How to change the owner of KPI or Objective

Shared OKRs and KPIs

Determine whether to add a KPI, an OKR, or an Initiative.

How to reflect your team's work in Perdoo

Learn how Key Results, Initiatives, and aligned OKRs impact progress for an Objective.

Customize how progress is calculated for Objectives

Objectives define the goals that you'd like to achieve and rally your team around a common purpose.

Create Objectives

Provide direction on where you want to go.

Add Company OKRs

Three tips for setting Company Objectives.

How to write good Company OKRs

Key Results measure and ultimately validate the success of your Objective. Learn about lagged metrics.

Add Key Results

Initiatives are your outputs: the projects or tasks you complete in hopes of making an impact on your Key Result.

Add Initiatives

Monitor the health of your company's business as usual work.

Add Company KPIs

Determine or adjust target values for your KPIs over time.

Set monthly KPI targets

Monitor the health of your business as usual with KPIs.

Add KPIs for a Group

Write great OKRs in the place your strategy and all your goals live.

Draft OKRs

Create goals that are only visible to a select group of people.

Make an OKR or KPI private

Fix an unhealthy KPI or take a healthy KPI to the next level.

Create an OKR to improve a KPI

Copy an OKR and its Initiatives to another timeframe.

Cloning OKRs

Make goal setting an inclusive experience.

How to involve team members during OKR creation

Create goals

Know where you stand by keeping your Results updated.

Update Key Results and Initiatives

Eg, propagate progress for specific KPIs, Key Results, or Initiatives.

Internal integrations: how to combine progress for specific goals

Choose per goal how often you want to update it.

Update frequency per goal

Update your progress with Check-ins

Add a goal's progress update with a date in the past.

Backdate progress updates

Fix a mistake in an update or add an update with a date in the past.

Delete a progress update

@mention teammates to communicate important updates, celebrate success, and drive collaboration.

Add a note on goals

Identify and communicate how your OKRs and KPIs are performing.

Goal statuses

How to run OKR progress reviews

Filter your data and focus on what matters during your meetings with Goals.

How to use Goals for team meetings

Plans, Progress, Problems (PPP) in Perdoo

Save time, be a better manager, and boost goal attainment.

Review Check-ins from your direct reports

Update goals and review progress

How to close your OKRs in Perdoo, and why it's important.

Closing OKRs

Sometimes an OKR isn't ready to be closed. You can then move it, clone it, or simply keep it active.

Create, update, and achieve goals

Create goals

Update goals and review progress

Close OKRs