Welcome to Koan! In this guide, we're going to cover all of the features that you need in order to start working towards your goals. For a more detailed dive into how to use Koan and the theory behind it, check out our product guides here.
If you have any questions as you get started, feel free to reach out to us through the messenger in the bottom right hand corner and we'll get back to you as quickly as possible.
Step 1: Invite your team
Koan was built for teams to work together towards a common goal. Part of that work is also around setting up a goal. So while you can do some things in the platform solo, inviting your team members and working together to get set up is the best way to go. You can invite your team in your team settings:
Step 2: Set your Mission and Strategy
Setting goals is made easier when your teams know how their work fits into your company's overall mission. We made it easy to keep your teams aligned with the company homepage. From the left sidebar, click on your company home to edit:
If you'd like to change the terminology in the company page (for instance, you'd prefer to list your Vision as opposed to your Strategy), you can do that while editing them:
Once you've got your company homepage set up, make sure to hit Publish This Page so your team members can see it!
Step 3: Create your Goals
We have a few helpful guides on setting up and writing OKRs at different levels of your company, but the best way to get started with creating your goals is to do it at the team level. You can set your objectives and add key results to them in your team's OKRs page:
Set up your Objective first, give it a date and make sure the right team is assigned to it. Then you can add Key Results to your Objective from underneath:
There's more on setting up OKRs here:
Step 4: Fill out Weekly Reflections
Each week, you'll be asked to reflect on the important things you got done, are planning to get done next week, and the problems you've ran into or things you've learned. You can set custom questions as well, if you need to ask your team for additional details. You'll also be prompted to score your OKRs based on your confidence of the team's ability to complete the Key Result. This data helps surface any issues before they become big problems and helps make sure that everyone's voice is heard:
After you've submitted your reflection, the team will be able to read each others' reflections and leave comments. We have these resources for best using Koan Reflections for your team:
And that's it! You're up and running with Koan and ready to set and achieve your goals. But that doesn't mean you can set it and forget it-- the best teams regularly check in on their progress and work together while closing out their goals.
Want to get more out of Koan? Schedule a tune-up for your account:
Interested in getting a Demo or OKR consultation? Schedule it here: