OKRs and Goals in Microsoft Teams means better workplace performance

With a new year comes a facelift to the Microsoft Teams app and a whole heap of new features across other platforms that drive a better experience for our customers. Here’s the rundown of what’s new in our product update, including tracking goals in Microsoft Teams.

A new look for our Microsoft Teams app with the ‘Me’ tab

80% of users complete their Engage365 check-in through Microsoft Teams. The new ‘Me’ tab in our Microsoft Teams app includes your weekly check-in, performance reviews, training, and goals into one single, easy-to-use dashboard for you and your people.

Manage Goals and OKRs in Microsoft Teams

Yes, one of the most requested feature additions our clients were asking for is live in Microsoft Teams: goals and OKRs.

With goals and OKRs launching in the app, employees are now able to not only update their goal progression, but managers and admins can create new goals, update targets, archive, and complete goals (or OKRs) from within Teams.

Here are a few more goal-setting features of Perform365 that are now available throughout Teams:

AI-generated OKRs:

Imagine defining a top-level objective and having an AI assistant craft the sub-goals or key results for you. With Perform365’s AI-generated OKRs, this is now a reality. Goal setting has always been a daunting task, but by leveraging AI, we’re promoting efficiency and effectiveness, ensuring that your objectives are both ambitious and attainable.

Linking goals to check-ins:

Basically once goals are established, they can be assigned to individuals, cascaded to teams, or even created as personal goals. This means you can align personal goals upward into organizational objectives. This hierarchical linking ensures that every individual’s efforts contribute to the broader company vision. Moreover, during regular check-ins—also available within Teams—users can update their progress, keeping goals at the forefront and fostering a culture of accountability.

Customizable dashboards:

Visibility is key to performance. Perform365 offers fully customizable dashboards within Teams. This allows both users and managers to focus on the information that matters most to them. Whether it’s tracking check-in rates, monitoring goal progress, or viewing team activities, these dashboards provide a comprehensive view tailored to individual preferences and goals in Microsoft Teams.

Run reviews using Microsoft Teams

Managers and admin users can now access any available review templates directly in Microsoft Teams for any formal review including:

• Performance appraisals
• 1:1 meeting
• Probation reviews
• 360-degree reviews
• Peer reviews
• Exit interviews

Running a review using Perform365 for Microsoft Teams means you can pull all the employee check-in data you need to ensure your conversation is evidence-based, targeted and more effective than ever before.

New goal and OKR features across all platforms

Whether using Zensai in Teams or on web, users now have a range of new tools when it comes to setting goals or OKRs:

• The binary goal – allowing the creation of goals in Microsoft Teams with a simple ‘done/not done’ feedback option.
• Goal cascade – Goals can now be cascaded at a team or department level with a simple tick in a box when creating a goal.
• Unarchive goals/OKRs – Managers and admin users now have the ability to unarchive goals or OKRs at any time directly within Microsoft Teams
• Extended goal descriptions & more space means more detail when needed.
• Localized currencies & full currency support for any value-based goals or OKRs.

Introducing “Share to Teams’

Connect feedback and answers to individual check-in questions, including goals, to a custom Microsoft Team’s channel. Making your feedback more flexible and visible to your whole organization. For example, this is perfect for creating a kudos channel for recognition. Or perhaps you want to use it as a place for all your business successes to be celebrated, quickly, easily, and visibly in Teams.

Plenty more to come

That’s it for the first update of the year, but we have lots of new features, tweaks, and integrations planned for using goals in Microsoft Teams.

All the functionalities mentioned above are seamlessly integrated within Microsoft Teams. This means you can set, track, and update your goals without ever leaving your primary workspace. By bringing these tools directly into Teams, Perform365 ensures that goal management becomes a natural part of your daily routine. Thus, enhancing both accessibility and user adoption.

Altogether, incorporating these features into your workflow massively simplifies the goal-setting process. Additionally, it ensures that everyone remains aligned and engaged. With Perform365’s advanced tools, achieving your objectives becomes a collaborative and intuitive journey.