Building Teams for the Goals Platform

Contents

1. 1. What are Teams?
2. 2. Creating a Teams Administrator
3. 3. Adding & Removing Teams + People
4. 4. Using Teams Best Practices

What are Teams?

A large pain-point for many organizations is the lack of transparency, tracking, and accountability when it comes to working within teams. Beyond traditionally understood core teams, there is a large patchwork of productivity that spans across ad-hoc and cross-functional groups that a lot of goal platforms fail to capture accurately and consistently.

You can now bring everyone together with Teams. Navigate to a Team’s page to view common goals, align on shared outcomes. You can also accomplish the following:

1. Create, edit, or align goals in just a few simple steps.
2. Assign and edit goal ownership and add Key Results.
3. View individual, team and company goals at a glance.

In the following sections, we'll explore how to set it up as an administrator and how to get users on it.

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Creating a Teams Administrator

The first step to creating teams is to make sure that the people you want to have this ability are provisioned correctly. As the HR Administrator, go to the Admin tab. On the left-hand menu, click on Admin Permissions (click on any of the images to enlarge them). You can either create a new permission group, or select an existing permission group you want to grant the ability to create teams to. For demonstration purposes, we'll be creating a new permission group. For more information on Admin Permissions in general, please refer to this article.

Scroll towards the bottom until you see the section Teams Visibility.


Click on edit, and make sure to check the box! Finish off by clicking on Create Permission Group.


Once this permission group has been created/or edited, the individuals within that permission group can access the Teams tab.

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Adding & Removing Teams + People

Once you have permissions handle Teams, you can refresh the Admin page. You'll notice the Teams tab appearing on the left-hand bar. Clicking in will show you a list of existing teams (if you or someone else created them already, otherwise it'll be blank.) You can also Create a team.

When creating a team, you can name it and add any members you'd like.

After creating a Team, you can always go back an edit it to add or remove any amount of members in it.

Once you save the team, all individuals will be able to see the new team appear on the left-hand menu of their Goals tab. They will be able to add/modify/delete goal objectives within the Team!

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Using Teams Best Practices

Check back soon for more Teams Best Practices!

• If you are testing a small population, limit access to a small population to see how this trickle down effect happens. Have the testing group create teams across departments and titles so you are comfortable with how this feature works.

• If you are an existing Reflektive User, be prepared to develop an action plan around change management. Because this feature will be deprecating the old Group/Company Goals, make sure to have a formal announcement and training resources in place to emphasis the importance and effectiveness of this new tool.

• Keep your goals up to date/tidy! Archive or delete completed/irrelevant goals. If one of your goals has changed, make the appropriate updates in the system. 

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