What is a Reflection?
In a nutshell, you can think of Reflections as a weekly update (you might refer to it as a status report or status email 😀) on the important things you got done, are planning to get done next week, and any problems, issues or blockers that you might have faced. The great thing about doing this in Koan is gathering these insights in one, transparent location. You can review past updates, have conversations in the context of the work, and flag progress towards important goals.
Koan's reflection process promotes team and individual accountability while communicating progress and priorities. It also helps your team identify issues before they become problems.
Let's cover four components that make up a Reflection: Schedule, Questions, and Goals.
When you first sign up for Koan, Reflections are automatically set to notify your team every Friday.
If your working week falls on different days, you can always change your reflection schedule.
Right out the box, we'll ask your team to answer three "PPP" questions (progress, priorities, and problems) and give a short summary of the week.
Want to ask you team question a one-time question or one every week?
You can easily do that in Koan!
To create a custom question for your teams Weekly Reflection:
- Make sure you are a manager or admin
- Click the settings icon in the top right corner
- Navigate to Reflections
- Click on "Add a custom question"
Once you follow those steps, you should land on the following screen:
Once the question is saved, it will be added to the top of the list. You can drag and drop to reorder it wherever you like.
One of the most critical behaviors to actually hitting your goals is to maintain a cadence of reviewing them every week.
Once you've established your OKRs, Koan will automatically ask your team to provide a rating and assessment of the goal.
By default, we'll ask for status ratings from the goal's:
- Leads (Accountable to the goal)
- Contributor (Team members who contribute work to the goal)
Additionally, anyone else on the team is free to provide input on any public Key Result by adding it from the "pool" of goals (see below).
For a more detailed look at goals, check out our article on Goals.