The two handy ways of doing OKR Management are,
They’re an easy and quick way for both employees and their respective managers to have more structured conversations around Goal progress, roadblocks, sharing feedback, objectives, etc. While there’s no procedural difference between the two as per the Mesh dashboard, the major difference lies in their frequency and structure.
Review meetings are usually done on a bi-weekly or monthly basis and often involve the entire team. Check-ins, on the other hand, are more frequent, often carried out daily/ weekly, and are mostly done on a 1:1 basis. When it comes to visibility, check-ins can be viewed by the managers of the respective employees as well as the employee’s team members and collaborators.
Let’s have a look at how to go about doing your OKR check-ins or review meetings.
Step 1: Go to your Team Hub (make sure it’s the correct team) and navigate to the Goals section from the top right corner of the screen.
Step 2: Scroll down to find cards dedicated to each of your team members, in the default Card View. These cards house all the Goals of your respective employees.
Step 3: Click on any of the Goal progress filters to sort the Goals as per their current progress, to focus on, say, the lagging ones. This is usually helpful when sifting through multiple Goals in a lesser time.
These cards are also helpful in keeping a tab on all of your employees’ Goals as well as updating the Goals, without expanding them.
Check-ins are also possible through the List view, the only difference being that clicking on a Goal here will bring up the original Goal panel, from where the updating can be done. From the List View, both managers and employees can also modify the Goal objectives, change owners/ collaborators and make changes to the Goal name, if required.
Mesh allows us to have a 360 evaluation of our employees with utmost accuracy, bringing transparency and visibility to the company.