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. There are two ways to do this. You can invite your team in your team settings

Or, you can go to "Manage organization" in the top left and bulk invite users:

This article covers both in more detail.

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, then click "Expand" on the module you'd like to edit.

From this modal, you can click "Edit" to customize each section of the module.

You can choose the icon and color combination, update the terminology in the company page (for instance, you'd prefer to list your Vision as opposed to your Strategy), update your summary, and add longer, rich-text details.

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 Goals page: 

Set up your Objective first, give it a date, and then you'll be able to continue adding in goals in-line:

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:

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