Note: these instructions work for users on both free and paid versions of Koan.

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-Running a great team meeting

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If your team is using Koan regularly, you’ll have a lot of data that you can use to better achieve your Key Results. The best way to do this is by regularly checking in on your goals as part of your team meetings.

We recommend giving your team dedicated time at the beginning of your meeting to read each other’s reflections, react to, and comment on them. This makes sure that, regardless of the goals you have in Koan, your team will start your meetings with the same set of knowledge and allows you to unlock any institutional information that other team members may not be aware of.

This also allows you to talk about any patterns that may have come up from the last week or deduplicate efforts if multiple team members are working on the same things.

Once you’ve gone through your reflections, you’ll want to cover your goals. There are two different ways of digging into the progress on your OKRs-- the first by using Presentation mode. Presentation mode will automatically generate a slide presentation for your team and you can go key result by key result with the lead giving any additional context they need to on the way to move the KR forward.

If you’re pressed for time, you can use the second method-- putting your key results into table view, adding any additional data points you need, and sorting your key results by confidence. This lets you prioritize the goals that need the most attention and allocate resources as needed.

We recommend doing this every week, even if it’s a short part of the meeting. Ideally, you wouldn’t spend more than 20 minutes on both reflections and goals-- this is a good way to make sure that the entire team knows that your OKRs are important without needing to schedule an additional meeting.

If you have any other questions on best practices for your goal meetings, please reach out through the messenger and we’re happy to help!

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