How to take your first steps in Workpath

Workpath Onboarding for E.ON

Click here for OKR E-Learning

For free access please use the code that was internally communicated by your OKR Master.

Welcome to Workpath! Please choose the role that is assigned to you on the platform.

Cycle Set Up

First things first - adjusting the platform to organizational structures is the foundation for a successful cycle.

Step 1

Enabling Check-ins

Watch Video TutorialRead Guide


Goal:
Teams that should use the Check-in have access to it

Granular permissions and user settings

Drafting

Leadership and teams get to work - time to define and align priorities.

Step 2

Adding Team KPIs

Watch Video TutorialRead Guide


Goal:
Team pages show relevant KPIs

Step 3

Org. OKR Drafting & Announcement

Read Guide

Step 4

Estimating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have estimated their capacity

Step 5

Team OKR Drafting

Read Guide

Step 6

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 7

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 8

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 9

Screening for horizontal Alignment

Watch Video Tutorial


Goal:
Teams to send Contribution Requests to are identified

Step 10

Requesting Contributions

Watch Video TutorialRead Guide


Goal:
Teams have agreed on how to contribute to each others' OKRs

Step 11

Alignment Meetings

Read Guide

Step 12

Refining OKRs and Initiatives


Goal:
All OKRs and Initiatives are adjusted based on alignment discussions

Step 13

Aligning Goals across Teams

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to relevant Goals of another team

Step 14

Allocating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have allocated their capacity for the cycle

Step 15

Activating Goals

Watch Video TutorialRead Guide


Goal:
All Goals are activated to kick off the cycle

Execution

The cycle is officially underway - time to work towards and monitor the Goals.

Step 15

Preparing Check-ins

Watch Video TutorialRead Guide


Goal:
OKRs and Initiative are up-to-date and discussed

Step 17

Conducting Check-in Meetings

Read Guide

Step 18

Conducting Review

Read Guide

Step 19

Conducting Retro

Read Guide

Step 20

Assessing the Goal Achievement

Watch Video Tutorial


Goal:
All OKRs are updated  and reviewed for the last time to conclude the cycle

Go to your account now

Login

Resources

Helpcenter

Read through step-by-step feature guides and learn about new releases

Visit now

Contact

Get in touch with Workpath for further support

Reach out now

Workpath Newsletter

Subscribe to exclusive content and events revolving around OKRs and more

Subscribe now

Cycle Set Up

First things first - adjusting the platform to organizational structures is the foundation for a successful cycle.

Step 1

Defining Goal Filters

Watch Video TutorialRead Guide


Goal:
Goal Filters are pre-defined for the right stakeholders

Drafting

Leadership and teams get to work - time to define and align priorities.

Step 2

Adding Team KPIs

Watch Video TutorialRead Guide


Goal:
Team pages show relevant KPIs

Step 3

Org. OKR Drafting & Announcement

Read Guide

Step 4

Creating Organizational Goals

Watch Video TutorialRead Guide


Goal:
All organizational Goals are added to Workpath

Step 5

Estimating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have estimated their capacity

Step 5

Team OKR Drafting

Read Guide

Step 7

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 8

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 9

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 10

Screening for horizontal Alignment

Watch Video Tutorial


Goal:
Teams to send Contribution Requests to are identified

Step 11

Requesting Contributions

Watch Video TutorialRead Guide


Goal:
Teams have agreed on how to contribute to each others' OKRs

Step 12

Alignment Meetings

Read Guide

Step 13

Refining OKRs and Initiatives


Goal:
All OKRs and Initiatives are adjusted based on alignment discussions

Step 14

Aligning Goals across Teams

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to relevant Goals of another team

Step 15

Allocating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have allocated their capacity for the cycle

Step 16

Activating Goals

Watch Video TutorialRead Guide


Goal:
All Goals are activated to kick off the cycle

Execution

The cycle is officially underway - time to work towards and monitor the Goals.

Step 17

Conducting Check-In Meetings

Read Guide

Step 18

Conducting Review

Read Guide

Step 19

Conducting Retro

Read Guide

Step 20

Assessing the Goal Achievement

Watch Video Tutorial


Goal:
All OKRs are updated  and reviewed for the last time to conclude the cycle

Go to your account now

Login

Resources

Helpcenter

Read through step-by-step feature guides and learn about new releases

Visit now

Contact

Get in touch with Workpath for further support

Reach out now

Workpath Newsletter

Subscribe to exclusive content and events revolving around OKRs and more

Subscribe now

Cycle Set Up

First things first - adjusting the platform to organizational structures is the foundation for a successful cycle.

Step 1

Creating Teams

Watch Video TutorialRead Guide


Goal:
Teams are  set up and ready for users to  join

Work council approved

Step 2

Inviting Users

Watch Video TutorialRead Guide


Goal:
Users have joined their teams

Step 3

Enabling Check-ins

Watch Video TutorialRead Guide


Goal:
Teams that should use the Check-in have access to it

Granular permissions and user settings

Step 4

Adding Goal Cycles

Watch Video TutorialRead Guide


Goal:
The upcoming Goal Cycle is set up

Step 5

Creating Goal Labels

Watch Video TutorialRead Guide


Goal:
Goal Labels are pre-defined for  drafting

Step 6

Defining  Goal Filters

Watch Video TutorialRead Guide


Goal:
Goal Filters are pre-defined for the right stakeholders

Step 7

Setting up Integrations

Watch Video TutorialRead Guide


Goal:
Relevant tools are connected to Workpath

Drafting

Leadership and teams get to work - time to define and align priorities.

Step 8

Adding Organizational and Team KPIs

Watch Video TutorialRead Guide


Goal:
Organization and team pages show relevant KPIs

Step 9

Org. OKR Drafting & Announcement

Read Guide

Step 10

Creating Organizational Goals

Watch Video TutorialRead Guide


Goal:
All organizational Goals are added to Workpath

Step 11

Estimating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have estimated their capacity

Step 12

Team OKR Drafting

Read Guide

Step 13

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 14

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 15

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 16

Screening for horizontal Alignment

Watch Video Tutorial


Goal:
Teams to send Contribution Requests to are identified

Step 17

Request Contributions

Watch Video TutorialRead Guide


Goal:
Teams agree on how to contribute to each others' OKRs

Step 18

Alignment Meetings

Read Guide

Step 19

Refining OKRs and Initiatives


Goal:
All OKRs and Initiatives are adjusted based on alignment discussions

Step 20

Aligning Goals across Teams

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to relevant Goals of another team

Step 21

Allocating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have allocated their capacity for the cycle

Step 22

Evaluating the OKR Process

Watch Video TutorialRead Guide


Goal:
Weaknesses in the OKR process  are detected and eliminated

Step 23

Activating Goals

Watch Video TutorialRead Guide


Goal:
All Goals are activated to kick off the cycle

Execution

The cycle is officially underway - time to work towards and monitor the Goals.

Step 24

Preparing Check-ins

Watch Video TutorialRead Guide


Goal:
OKRs and Initiative are up-to-date and discussed

Step 25

Conducting Check-in Meetings

Read Guide

Step 26

Monitoring Goal Progress over time

Watch Video TutorialRead Guide


Goal:
Progress is evaluated with regard to time left in the cycle

Step 27

Evaluating the Performance of OKRs

Watch Video TutorialRead Guide 


Goal:
Blockers during execution are detected and eliminated

24/7 Support

Step 28

Conducting Review

Read Guide

Step 29

Conducting Retro

Read Guide

Step 30

Assessing Goal Achievement

Watch Video Tutorial


Goal:
All OKRs are updated  and reviewed for the last time to conclude the cycle

Cycle wrap up

The end of a cycle marks the beginning of a new one - reflecting on the process is key now.

Step 31

Monitoring the Evolution of OKRs across Cycles

Watch Video TutorialRead Guide 


Goal:
Systemic weaknesses and opportunities in the OKRs process and execution are identified

Step 32

Conducting QBRs

Read Guide

Go to your account now

Login

Resources

Helpcenter

Read through step-by-step feature guides and learn about new releases

Visit now

Contact

Get in touch with Workpath for further support

Reach out now

Workpath Newsletter

Subscribe to exclusive content and events revolving around OKRs and more

Subscribe now

Cycle Set Up

Leadership and teams get to work - time to define and align priorities.

Step 1

Creating Teams

Watch Video TutorialRead Guide


Goal:
Teams are  set up and ready for users to  join

Work council approved

Step 2

Inviting Users

Watch Video TutorialRead Guide


Goal:
Users have joined their teams

Step 3

Enabling Check-ins

Watch Video TutorialRead Guide


Goal:
Teams that should use the Check-in have access to it

Granular permissions and user settings

Step 4

Adding Goal Cycles

Watch Video TutorialRead Guide


Goal:
The upcoming Goal Cycle is set up

Step 5

Creating Goal Labels

Watch Video TutorialRead Guide


Goal:
Goal Labels are pre-defined for  drafting

Step 6

Defining  Goal Filters

Watch Video TutorialRead Guide


Goal:
Goal Filters are pre-defined for the right stakeholders

Step 7

Setting up Integrations

Watch Video TutorialRead Guide


Goal:
Relevant tools are connected to Workpath

Drafting

Leadership and teams get to work - time to define and align priorities.

Step 8

Adding Organizational and Team KPIs

Watch Video TutorialRead Guide


Goal:
Organization and team pages show relevant KPIs

Step 9

Org. OKR Drafting & Announcement

Read Guide

Step 10

Creating Organizational Goals

Watch Video TutorialRead Guide


Goal:
All organizational Goals are added to Workpath

Step 11

Estimating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have estimated their capacity

Step 12

Team OKR Drafting

Read Guide

Step 13

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 14

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 15

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 16

Screening for horizontal Alignment

Watch Video Tutorial


Goal:
Teams to send Contribution Requests to are identified

Step 17

Request Contributions

Watch Video TutorialRead Guide


Goal:
Teams agree on how to contribute to each others' OKRs

Step 18

Alignment Meetings

Read Guide

Step 19

Refining OKRs and Initiatives


Goal:
All OKRs and Initiatives are adjusted based on alignment discussions

Step 20

Aligning Goals across Teams

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to relevant Goals of another team

Step 21

Allocating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have allocated their capacity for the cycle

Step 22

Evaluating the OKR Process

Watch Video TutorialRead Guide


Goal:
Weaknesses in the OKR process  are detected and eliminated

Step 23

Activating Goals

Watch Video TutorialRead Guide


Goal:
All Goals are active to kick off the cycle

Execution

The cycle is officially underway - time to work towards and monitor the Goals.

Step 24

Preparing Check-ins

Watch Video TutorialRead Guide


Goal:
OKRs and Initiative are up-to-date and discussed

Step 25

Conducting Check-in Meetings

Read Guide

Step 26

Monitoring Goal Progress over time

Watch Video TutorialRead Guide


Goal:
Progress is evaluated with regard to time left in the cycle

Step 27

Evaluating the Performance of OKRs

Watch Video TutorialRead Guide 


Goal:
Blockers during execution are detected and eliminated

24/7 Support

Step 28

Conducting Review

Read Guide

Step 29

Conducting Retro

Read Guide

Step 30

Assessing Goal Achievement

Watch Video Tutorial


Goal:
All OKRs are updated  and reviewed for the last time to conclude the cycle

Cycle wrap up

The end of a cycle marks the beginning of a new one - reflecting on the process is key now.

Step 31

Monitoring the Evolution of OKRs across Cycles

Watch Video TutorialRead Guide 


Goal:
Systemic weaknesses and opportunities in the OKRs process and execution are identified

Step 32

Conducting QBRs

Read Guide

Go to your account now

Login

Resources

Helpcenter

Read through step-by-step feature guides and learn about new releases

Visit now

Contact

Get in touch with Workpath for further support

Reach out now

Workpath Newsletter

Subscribe to exclusive content and events revolving around OKRs and more

Subscribe now

Goal Cycle

Leadership and teams get to work - time to define and align priorities.

Step 1

Viewing KPIs

Watch Video TutorialRead Guide


Goal:
Be aware of all relevant KPIs

Step 2

Viewing OKRs

Watch Video TutorialRead Guide


Goal:
Know about all OKRs of the Cycle

Step 3

Viewing Alignment

Watch Video TutorialRead Guide


Goal:
See how OKRs are aligned with each other and across hierarchies

Go to your account now

Login

Resources

Helpcenter

Read through step-by-step feature guides and learn about new releases

Visit now

Contact

Get in touch with Workpath for further support

Reach out now

Workpath Newsletter

Subscribe to exclusive content and events revolving around OKRs and more

Subscribe now