How to take your first steps in Workpath
Welcome to Workpath!
Please choose the role that is assigned to you on the platform.
01 Cycle Setup
First things first - adjusting the platform to reflect your organization’s structure and requirements is the foundation for a successful cycle.
Enabling Conversations
Goal: Conversations series are scheduled for teams
1.3
02 Drafting
Leadership and teams get to work - time to
define and align your OKRs
2.2
Discussing Org. Priorities & Announcement
Drafting Team OKRs
Goal: All team Goals are added to Workpath
2.6
Creating Initiatives
Goal: Team OKRs are supported by Initiatives
2.7
Aligning Goals across Hierarchy Levels
Goal: Team Goals are connected to higher-level OKRs
2.8
Screening for horizontal Alignment Potential
Goal: Teams to send Contribution Requests to are identified
2.9
Requesting Contributions
Goal: Teams agree on how to contribute
to each others' OKRs
2.10
2.11
Alignment Meetings
Refining OKRs and Initiatives
Goal: All OKRs and Initiatives are adjusted based on alignment discussions
2.12
Aligning Goals across Teams
Goal: Team Goals are connected to relevant Goals of another team
2.13
Activating Goals
Goal: All Goals are activated to kick off the cycle
2.15
03 Execution
The cycle is officially underway - time to work towards your Goals and monitor their progress.
Preparing Conversations
Goal: OKRs and Initiatives are up-to-date and discussed
3.1
3.2
Conducting Conversations Meetings
Monitoring Goal Progress over Time
Goal: Progress is evaluated with regard to time left in the cycle
3.3
3.5
Conducting
Review
3.6
Conducting
Retro
Assessing Goal Achievement
Goal: All OKRs are updated and reviewed for the last time to conclude the cycle
3.7
01 Cycle Setup
First things first - adjusting the platform to reflect your organization’s structure and requirements is the foundation for a successful cycle.
Defining Goal Filters
Goal: Goal Filters are pre-defined for selected stakeholders
1.6
02 Drafting
Leadership and teams get to work - time to
define and align your OKRs
2.2
Discussing Org. Priorities & Announcement
Drafting Organizational OKRs
Goal: All organizational Goals are added to Workpath
2.3
Drafting Team OKRs
Goal: All team Goals are added to Workpath
2.6
Creating Initiatives
Goal: Team OKRs are supported by Initiatives
2.7
Aligning Goals across Hierarchy Levels
Goal: Team Goals are connected to higher-level OKRs
2.8
Screening for horizontal Alignment Potential
Goal: Teams to send Contribution Requests to are identified
2.9
Requesting Contributions
Goal: Teams agree on how to contribute
to each others' OKRs
2.10
2.11
Alignment Meetings
Refining OKRs and Initiatives
Goal: All OKRs and Initiatives are adjusted based on alignment discussions
2.12
Aligning Goals across Teams
Goal: Team Goals are connected to relevant Goals of another team
2.13
Activating Goals
Goal: All Goals are activated to kick off the cycle
2.15
03 Execution
The cycle is officially underway - time to work towards your Goals and monitor their progress.
Preparing Conversations
Goal: OKR and Initiative are up-to-date and discussed
3.1
3.2
Conducting Conversations Meetings
Monitoring Goal Progress over Time
Goal: Progress is evaluated with regard to time left in the cycle
3.3
3.5
Conducting
Review
3.6
Conducting
Retro
Assessing Goal Achievement
Goal: All OKRs are updated and reviewed for the last time to conclude the cycle
3.7
01 Cycle Setup
First things first - adjusting the platform to reflect your organization’s structure and requirements is the foundation for a successful cycle.
Creating Teams
Goal: Teams are set up and ready for users to join
1.1
Inviting Users
Goal: Users have joined their teams
1.2
Enabling Conversations
Goal: Conversations series are scheduled for teams
1.3
Adding Goal Cycles
Goal: The upcoming Goal Cycle is set up
1.4
Creating Goal Labels
Goal: Goal Labels are pre-defined for drafting
1.5
Defining Goal Filters
Goal: Goal Filters are pre-defined for selected stakeholders
1.6
02 Drafting
Leadership and teams get to work - time to
define and align your OKRs
2.2
Discussing Org. Priorities & Announcement
Drafting Organizational OKRs
Goal: All organizational Goals are added to Workpath
2.3
Drafting Team OKRs
Goal: All team Goals are added to Workpath
2.6
Creating Initiatives
Goal: Team OKRs are supported by Initiatives
2.7
Aligning Goals across Hierarchy Levels
Goal: Team Goals are connected to higher-level OKRs
2.8
Screening for horizontal Alignment Potential
Goal: Teams to send Contribution Requests to are identified
2.9
Requesting Contributions
Goal: Teams agree on how to contribute
to each others' OKRs
2.10
2.11
Alignment Meetings
Refining OKRs and Initiatives
Goal: All OKRs and Initiatives are adjusted based on alignment discussions
2.12
Aligning Goals across Teams
Goal: Team Goals are connected to relevant Goals of another team
2.13
Activating Goals
Goal: All Goals are activated to kick off the cycle
2.15
03 Execution
The cycle is officially underway - time to work towards your Goals and monitor their progress.
Preparing Conversations
Goal: OKRs and Initiatives are up-to-date and discussed
3.1
3.2
Conducting Conversations Meetings
Monitoring Goal Progress over Time
Goal: Progress is evaluated with regard to time left in the cycle
3.3
3.5
Conducting
Review
3.6
Conducting
Retro
Assessing Goal Achievement
Goal: All OKRs are updated and reviewed for the last time to conclude the cycle
3.7
04 Cycle wrap up
The end of a cycle marks the beginning of a new one - reflecting on your process is key now to keep improving.
01 Cycle Setup
First things first - adjusting the platform to reflect your organization’s structure and requirements is the foundation for a successful cycle.
Creating Teams
Goal: Teams are set up and ready for users to join
1.1
Inviting Users
Goal: Users have joined their teams
1.2
Enabling Conversations
Goal: Conversations series are scheduled for teams
1.3
Adding Goal Cycles
Goal: The upcoming Goal Cycle is set up
1.4
Creating Goal Labels
Goal: Goal Labels are pre-defined for drafting
1.5
Defining Goal Filters
Goal: Goal Filters are pre-defined for selected stakeholders
1.6
02 Drafting
Leadership and teams get to work - time to
define and align your OKRs
2.2
Discussing Org. Priorities & Announcement
Drafting Organizational OKRs
Goal: All organizational Goals are added to Workpath
2.3
Drafting Team OKRs
Goal: All team Goals are added to Workpath
2.6
Creating Initiatives
Goal: Team OKRs are supported by Initiatives
2.7
Aligning Goals across Hierarchy Levels
Goal: Team Goals are connected to higher-level OKRs
2.8
Screening for horizontal Alignment Potential
Goal: Teams to send Contribution Requests to are identified
2.9
Requesting Contributions
Goal: Teams agree on how to contribute
to each others' OKRs
2.10
2.11
Alignment Meetings
Refining OKRs and Initiatives
Goal: All OKRs and Initiatives are adjusted based on alignment discussions
2.12
Aligning Goals across Teams
Goal: Team Goals are connected to relevant Goals of another team
2.13
Activating Goals
Goal: All Goals are activated to kick off the cycle
2.15
03 Execution
The cycle is officially underway - time to work towards your Goals and monitor their progress.
Preparing Conversations
Goal: OKRs and Initiatives are up-to-date and discussed
3.1
3.2
Conducting Conversations Meetings
Monitoring Goal Progress over Time
Goal: Progress is evaluated with regard to time left in the cycle
3.3
3.5
Conducting
Review
3.6
Conducting
Retro
Assessing Goal Achievement
Goal: All OKRs are updated and reviewed for the last time to conclude the cycle
3.7
04 Cycle wrap up
The end of a cycle marks the beginning of a new one - reflecting on your process is key now to keep improving.
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