As a team manager, you'll have a few additional things to set up as you get your team into the platform. Follow these steps to get up and running:
Invite/Add your team
You'll likely be added to your team already when you've been invited into Koan. If not, you can create your team with the + next to Your teams.
Note: if you're not assigned to any teams, check the All Teams page before creating a new team to see if your team was already created. If it was, reach out to your administrator for them to add you to that team.
Once your team has been created, you'll have access to your team settings where you can invite the rest of your team members. You can do this by going into your team settings:
And add your team. If your team members already have a Koan account, you'll be able to find them by typing their name. If they haven't been added into Koan yet, you can add them by typing their email address. As you add them, you can also choose which role you'd like them to have for your team:
Set your reflections questions
Reflections are the core of Koan. Each week, your team will be asked to give updates on their Key Results, as well as provide additional details that the rest of the team would need to know. By default, we'll ask what are the important things they did that week, what are their priorities for the week ahead, and what concerns should the rest of the team be aware of.
Team managers and team admins have the option of turning off our standard questions or adding your own, and can choose which day you ask your teams for their reflections and when they're due by.
If you'd like to remind your team through Slack, you can add our Slack integration.
Adding your OKRs
Once you have your team settings completed, you'll want to add in your OKRs. You'll find the option to add Objectives at the bottom of the OKRs tab:
After you've set your Objectives, you'll be able to add your Key Results inline. When you have the structure of your OKRs, you'll want to go back and edit them to fill out the remaining details. Read more about adding OKRs into Koan here.
Once you've added your OKRs, as you edit them, you'll be able to link those goals. If your OKRs are supporting another OKR, make sure to link them up to that top level OKR. Find more information about linking goals here.
Using Koan with your team
We strongly encourage you to use Koan with your team beyond asking them to submit their reflections. Taking time each team meeting to read and respond to each other's reflections helps build alignment inside of your team and can make it easier for your team to work together. Check out these articles on making sure your team is getting the most from Koan:
-Koan's guide to running a great staff meeting
-Getting the most out of Koan as a Manager
-Getting the most our of Koan as a team member