Monitoring the progress of team goals
Once employees have started updating their goals, either directly or via weekly check-ins, valuable insights become available to the manager.
As a manager, you can view insights about your team’s (sub-organization’s) progress on their goals by selecting the Team Progress menu ite, which appears under the OKRs menu in the left-hand menu pane, or by browsing to https://app.workte.am/goals/team.
At the very top of the Team Progress page, you will see 5 status cards. These split the combined goals of all the employees in your sub organization for the displayed goal period into the 5 different statuses, Blocked, At Risk, On Track, Complete and Not Started. You can drill in to see a list of goals with a particular status by clicking on one of the status cards.
Quick stats cards
Below the status cards you will see a chart, showing how the average confidence level of the goals belonging to your sub organization has changed over the course of the goal period. Next to the chart, you have access to a number of informational cards, which show the following informaton about the objectives for the current period across your sub-organization:
|Submission||Shows the percentage of employees across your entire sub-organization that have submitted their goals for review. You can click on this card to see a list of employees who have not yet submitted their goals for your review.|
|Approval||Out of those employees who have already submitted their goals for approval, this card shows the percentage of those that have had their goals approved. You can click on this card to see a list of employees who are waiting for their goals to be approved by you.|
|Updates||Shows the percentage of goals belonging to members of your sub-organization that have been updated in the last 7 days. If you are using check-ins to prompt employees to update the status of their goals, then you can expect this figure to be closer to 100%.|
|Review submission||Shows the percentage of employees across your entire sub-organization that have not yet submitted their goals for review. This is likely to be 0% until after the review phase begins.|
|Review||Out of those employees who have already submitted their goals for review, this card shows the percentage of those that have had their goals reviewed by you. This is likely to be 0% until after the review phase begins.|
|Status||A histogram showing the distribution of goal statuses across all employees in your entire sub-organization.|
|Confidence||The average confidence level of all goals belonging to all employees in your entire sub-organization.|
|Objectives||The number of objectives across your sub organization. Clicking on this card will let you see the list of objectives.|
|Key Results||The number of key results across your sub organization. Clicking on this card will let you see the list of key results.|
Progress of team goals aligned to your goals
Beneath the Quick stats cards, you will see a donut pie chart for each of your public goals. The pie chart shows, for a particular goal, the distribution of goal statuses and average confidence levels for all those goals belonging to employees in your sub organization, which align to that goal. You can click on one of the pie charts to show the goal alignment map , which will let you navigate up and down the alignment hierarchy for that particular goal.
Progress of individual team members
At the very bottom of the Team Goals page, Workteam lists all the employees that report directly to you and displays, for each person, the current status of their goals. You can jump directly to a particular person’s goals by pressing the corresponding View button. If any of the employees are themselves managers you can click on the icon to the left of their name to view their own direct reports and those users corresponding goal statuses.
You can further filter the list of team members using the controls at the top of the list. You can filter the list of users by the status of their goal list, for instance you can show only people who have not submitted their goals for approval. You can also enter text into the Find User field, which will further filter the list to show only names that match the content of the Find User field.