Keeping your teams aligned and focused on your goals has never been this crucial. It is more important now than ever to have a solid framework of OKR tracking in place so that you and your organization can thrive long-term.
Effectively doing so is mainly about having the right tools implemented so you have the necessary support through your operations. So let’s dive deeper into what significance OKR tracking holds and how you can implement a good enough strategy in place!
Importance of Tracking OKRs in Microsoft Teams
Microsoft Teams offers a hub of collaboration like no other that almost all of us have used at least one way or another. There are many benefits to implementing the tool in your work life, especially when it comes to OKR tracking. For example, the centralized communication of a team is essential if you wish to keep on top of things since it also allows for real-time updates.
This enhanced way of collaborating encourages transparency and accountability at the same time and in that sense, supports more engagement within a team. The tools Teams provides to work together add to its existing abilities and provide unique opportunities to make data-driven decisions as well as integrate workflow seamlessly.
The Best Alternative to Viva Goals
This is where Teamflect comes in! Now that we’ve established how much of a beneficial and supporting tool Microsoft Teams is, it’s time to find the best app inside Microsoft Teams that will enhance your success.
Of course, we’re all familiar with Viva Goals, but if you’re looking for a solution that will provide even more than that then Teamflect is your best bet! Teamflect is an all-in-one performance management solution that offers various modules designed to improve and streamline your workflow. Let’s see how you can utilize it for your OKR tracking!
Step 1: Integrating an OKR Tracking Tool for Microsoft Teams
To begin, navigate to the “Add Apps” section in Microsoft Teams and download Teamflect, the premier all-in-one performance management solution tailored for Teams. As the highest-rated app in Microsoft Teams and offering free usage for up to 10 users, Teamflect is an outstanding choice!
On your homepage, you’ll find an extensive collection of all your existing data within the app. Teamflect simplifies the integration of your organizational chart and related company information by automatically pulling data from Entra ID.
Within Teamflect, the goals module is prominently located in the menu bar on the left-hand side. You can also access your goals within other modules, particularly during meetings when presenting goals.
Step 2: Creating OKRs in Microsoft Teams
Once you’re inside Teamflect, you only need to go to the Goals module, either through the menu bar, through the meetings module, or the Teams chat. You can start creating new goals in either scenario!
When creating a new goal a pop-up will appear where you can specify the following;
- The type of goal, either individual, departmental, company, or self-development.
- The target individual or group.
- Relevant details and description of the goal.
- The method for tracking progress.
Creating Cascading Goals
One important feature to note specifically when it comes to goal setting and tracking, is Teamflect also allows you to create a cascading goal structure and link your goals to parent objectives as you’re creating them.
This way, you’ll be able to track how aligned all your objectives are and how they connect with one another, giving you a better understanding of overall progression when it comes to your OKRs.
Step 3: Automated OKR Check-ins
As a manager, you don’t have to manually track these goals! Teamflect allows you to automate goal check-ins at your convenience. This way, you can digitize the frequency of goal reminders for your team, freeing you to focus on other priorities while Teamflect monitors goal progression for you.
After you’ve set your goal check-ins, the goal owner will periodically receive the check-in right inside their Teams chat without ever having to jump in the app thanks to Teamflect’s smooth integration and can track their OKRs seamlessly, as well as make the necessary adjustments inside this interactive chat!
Step 4: Viewing Goals & OKRs in Microsoft Teams Meetings
During your 1-on-1s, you can view the goals on the right-hand side and present goals and other performance-related components. This interactive, clickable, and dynamic interface enables unparalleled collaboration with your workforce.
It not only enhances collaboration but also makes it easier to engage employees, set and track objectives and tasks, and strategize for the future. This helps align with organizational goals and supports the career growth of your workforce.
Step 5: OKRs in Performance Reviews
Lastly, you can view goal progression and track objectives during your reviews. This ensures easy access to all necessary information, making your evaluations well-informed and data-driven, helping you make informed decisions in your evaluations.
