In this Article:
- Likes, Comments, and Mentions
- Editing and Deleting Check-ins
Check-ins are updates that team members make to the Objectives and Key Results they are responsible for at a regular cadence. Regular check-ins prompt a constant, rhythmic review of OKRs, which helps your team stay on track, course-correct, make necessary changes to outdated or unachievable Objectives, and most importantly, ensure they are spending time on the tasks that really matter.
The fact that all check-ins are visible to everyone in the organization maintains transparency and accountability in the OKR process.
To make a quick check-in, you can also navigate to the list of Objectives and hover over the Objective or Key Result you want to update. Select the check-in option:
In the Check-in sidebar that appears:
- Tell your team what’s the latest on your OKRs: This is the place to contextualize your update with a brief note or comment. Be sure to cover any issues or challenges you're facing as well as the progress you've made; numbers don’t always tell the whole story!
- Enter progress: This could be the percentage completion of your task or KPIs met, depending on the metric of success you chose while adding the Objective.
- Flag the overall status: Is your Objective or KR On Track, Behind, At Risk, or have you Not Started yet?
Keep it short and crisp; the OKR process does not require long-winded explanations on every check-in; you could be spending that time on the tasks that really matter.
At the same time, remember that anyone in the Organization can read your updates, so add just enough information for them to clearly and quickly understand the status of your Objective.
After you make a check-in, you’ll notice that the statuses and progress of all parent Objectives get updated automatically. This roll-up reflects and maintains the alignment between different levels of OKRs.
One exception is Objectives tracked by custom KPI: Ally can’t know how the progress of the Key Result will impact the aligned Objectives, and hence Ally will not automatically update the progress. It will have to be updated manually with a check-in.
Check-ins for single and multiple owners
If there is just one owner or multiple owners assigned to an OKR and you would want a user within the organization to check-in and update the progress of the OKR, you can use the ‘check-in responsibility’ feature. The check-in owner will be able to check-in on the OKR (manual check-in) as well as set-up a data link on the OKR (to auto-check-in). This user will be receiving the check-in reminders. In the case of multiple owners, this will prevent all of the owners from receiving reminders, only the user set as 'check-in responsible owner' will receive the reminders.
Steps to assign responsibility for check-ins:
- Log in to Ally.io and click on the ‘+’ button on the top panel to create a new OKR
- Once you enter the objective/ Key Result and want to share it with another individual, choose owners from the ‘Owner’ option. Here you can assign multiple owners for the OKR
- Once you assign an owner, select the user who will be responsible for making check-ins from the ‘Who is responsible for making check-ins?’ drop-down
- Once you make the selection, the user will start receiving the check-in reminders
By default, the owner (the first owner in the case of multiple owners) is set as the person responsible for check-in and users need not explicitly choose unless necessary
Likes, Comments, and Mentions
OKRs and ongoing feedback make a great team. Leverage Ally’s social features to foster a culture of ongoing feedback around your OKRs by liking and commenting on your team’s check-ins. To comment on a check-in, navigate to the check-in on the objective page or find it in the feed. Use ‘@’ followed by the name of a team member to mention them in a comment. This sends them an email or Slack (if enabled) notification - perfect for drawing attention to critical updates or opportunities.
Editing and Deleting Check-ins
If you need to change a check-in or remove one made in error, you may find the check-in on the objective page or feed, and select edit or remove to make the necessary changes.
Ally sends reminders as notifications via email and Slack. To learn more about check-in notifications and how you can customize them, click here.