EXECUTIVES set strategy, mobilize people, and get visibility on outcomes

MANAGERS translate strategy, drive accountability, and coach the team

INDIVIDUALS execute on the most important outcomes and build skills

Company performance is dependent on managers’ ability to translate the strategy, drive accountability, and coach towards the right outcomes

75% of employees identify their immediate boss as the most stressful aspect of their job

34% of employees believe their manager lacks the skills to give performance feedback

• Team OKRs: WorkBoardAI enables every team to quickly clarify their Objectives and Key Results. Now managers have a robust, reliable mechanism to translate the company’s strategic priorities into local priorities for their team.
• Personal Goals and IDPs: Individuals set better, more measurable goals with WorkBoardAI. Managers can easily ensure team OKRs and individuals’ goals stay harmonized as priorities shift within the quarter.

• Strategy first: Connect company strategy to team and individual objectives and results. Quickly uncover opportunities to refocus teams on strategic priorities.
• AI that improves goal setting: WorkBoardAI helps teams and individuals set better quality goals. It simplifies the process and reduces frustrations.
• Real x-functional coordination: AI identifies which teams and people to collaborate with while scorecards simplify mutual accountability and transparency.

• Transparent responsibilities: Everyone knows the outcomes their responsible for and progress toward them. It’s 10x easier to have the right conversations in every team meeting and 1on1.
• Raise managers’ operational skills: Scorecards give them tools to drive and measure progress, focus conversations, and create accountability – without chasing down all the details.
• Heatmaps of KRs & KPIs: Empower leaders with the ability to assess every teams' progress from a single view. WorkBoardAI's Heatmaps provides instant health-checks across the org.

• Double Managers’ Effectiveness: WorkBoardAI helps managers frame difficult feedback in SBI format and get instant employee impact summaries with suggested discussion topics.
• Give and Get Feedback: Give spontaneous feedback on specific results, actions or objectives to connect the words with the work.
• Routine 1:1s: Smart agendas incorporate team objectives, topics and takeaways so team members do their best work, roadblocks are addressed quickly, and everyone stays focused on the right priorities.
• Scheduled Check-Ins: Ensure managers and employees stay engaged in meaningful dialogues with pre-meeting insights and HR-prepared agendas.

• Reviews and Performance Conversations: Manage the conversation cycle and smart agenda elements for structured reviews and performance conversations to prompt the right dialogue; include team OKRs, individual KRs on team Objectives, individual goals, feedback, PACE, and/or topics for discussion.
• Assess Goal Achievement: Facilitate collaborative evaluations, aligning individual successes with broader organizational objectives for enhanced performance and focus.

We set personal goals in Workday – can we just incorporate the “Elevate” components?
Yes! You can display those personal goals in WorkBoardAI so managers and team members have a full foundation for elevating and rating performance.

We do reviews in Workday – does it make sense to use the “Elevate” components?
Yes, it’s always a good idea to invest in improving performance and manager effectiveness!

Can we put individual goals and reviews in Workday if we use WorkBoardAI?
Yes, goals set in WorkBoardAI can be displayed in Workday and documented formal reviews are stored in Workday (Q4)

Can we sync Personal Objectives in WorkBoardAI to Workday Goals and Milestones?
Yes! WorkBoardAI automatically creates corresponding Workday Goals & Milestones nightly, matching names, due dates, and progress statuses. Each WorkBoard-managed Goal in Workday includes a “Managed by WorkBoard” link for easy navigation back to the original OKR in WorkBoardAI.

Fair, frequent, fact-based performance feedback that improves company outcomes