How to take your first steps in Workpath

Workpath Onboarding for Aiden

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

Org. OKR Drafting & Announcement

Read Guide

Step 3

Team OKR Drafting

Read Guide

Step 4

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 5

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 6

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 7

Screening for horizontal Alignment

Watch Video Tutorial


Goal:
Teams to send Contribution Requests to are identified

Step 8

Requesting Contributions

Watch Video TutorialRead Guide


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

Step 9

Alignment Meetings

Read Guide

Step 10

Refining OKRs and Initiatives


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

Step 11

Aligning Goals across Teams

Watch Video TutorialRead Guide


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

Step 12

Allocating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have allocated their capacity for the cycle

Step 13

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 14

Preparing Check-ins

Watch Video TutorialRead Guide


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

Step 15

Conducting Check-in Meetings

Read Guide

Step 16

Conducting Review

Read Guide

Step 17

Conducting Retro

Read Guide

Step 18

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

Org. OKR Drafting & Announcement

Read Guide

Step 3

Creating Organizational Goals

Watch Video TutorialRead Guide


Goal:
All organizational Goals are added to Workpath

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 16

Conducting Check-In Meetings

Read Guide

Step 17

Conducting Review

Read Guide

Step 18

Conducting Retro

Read Guide

Step 19

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

Org. OKR Drafting & Announcement

Read Guide

Step 9

Creating Organizational Goals

Watch Video TutorialRead Guide


Goal:
All organizational Goals are added to Workpath

Step 10

Estimating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have estimated their capacity

Step 11

Team OKR Drafting

Read Guide

Step 12

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 13

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 14

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 15

Screening for horizontal Alignment

Watch Video Tutorial


Goal:
Teams to send Contribution Requests to are identified

Step 16

Request Contributions

Watch Video TutorialRead Guide


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

Step 17

Alignment Meetings

Read Guide

Step 18

Refining OKRs and Initiatives


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

Step 19

Aligning Goals across Teams

Watch Video TutorialRead Guide


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

Step 20

Allocating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have allocated their capacity for the cycle

Step 21

Evaluating the OKR Process

Watch Video TutorialRead Guide


Goal:
Weaknesses in the OKR process  are detected and eliminated

Step 22

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 23

Preparing Check-ins

Watch Video TutorialRead Guide


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

Step 24

Conducting Check-in Meetings

Read Guide

Step 25

Monitoring Goal Progress over time

Watch Video TutorialRead Guide


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

Step 26

Evaluating the Performance of OKRs

Watch Video TutorialRead Guide 


Goal:
Blockers during execution are detected and eliminated

24/7 Support

Step 27

Conducting Review

Read Guide

Step 28

Conducting Retro

Read Guide

Step 29

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 30

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

Org. OKR Drafting & Announcement

Read Guide

Step 9

Creating Organizational Goals

Watch Video TutorialRead Guide


Goal:
All organizational Goals are added to Workpath

Step 10

Estimating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have estimated their capacity

Step 11

Team OKR Drafting

Read Guide

Step 12

Creating Team Goals

Watch Video TutorialRead Guide


Goal:
All team Goals are added to Workpath

Step 13

Creating Initiatives

Watch Video TutorialRead Guide


Goal:
Team OKRs are supported by Initiatives

Step 14

Aligning Goals across Hierarchy Levels

Watch Video TutorialRead Guide


Goal:
Team Goals are connected to  higher-level OKRs

Step 15

Screening for horizontal Alignment

Watch Video Tutorial


Goal:
Teams to send Contribution Requests to are identified

Step 16

Request Contributions

Watch Video TutorialRead Guide


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

Step 17

Alignment Meetings

Read Guide

Step 18

Refining OKRs and Initiatives


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

Step 19

Aligning Goals across Teams

Watch Video TutorialRead Guide


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

Step 20

Allocating Capacity

Watch Video TutorialRead Guide


Goal:
Teams have allocated their capacity for the cycle

Step 21

Evaluating the OKR Process

Watch Video TutorialRead Guide


Goal:
Weaknesses in the OKR process  are detected and eliminated

Step 22

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 23

Preparing Check-ins

Watch Video TutorialRead Guide


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

Step 24

Conducting Check-in Meetings

Read Guide

Step 25

Monitoring Goal Progress over time

Watch Video TutorialRead Guide


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

Step 26

Evaluating the Performance of OKRs

Watch Video TutorialRead Guide 


Goal:
Blockers during execution are detected and eliminated

24/7 Support

Step 27

Conducting Review

Read Guide

Step 28

Conducting Retro

Read Guide

Step 29

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 30

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 OKRs

Watch Video TutorialRead Guide


Goal:
Know about all OKRs of the Cycle

Step 2

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