Strategy should be the golden thread connecting enterprise, team and individual performance

EXECUTIVES set strategy, mobilize people, and get visibility on outcomes

MANAGERS translate strategy, drive accountability, and coach the team

INDIVIDUALS execute on the most important outcomes and build skills

EXECUTIVES set strategy, mobilize people, and get visibility on outcomes

MANAGERS translate strategy, drive accountability, and coach the team

INDIVIDUALS execute on the most important outcomes and build skills

Company performance is dependent on managers’ ability to translate the strategy, drive accountability, and coach towards the right outcomes

When managers are ineffective, the negative impact shows in EBITDA, culture barriers, and engagement scores. The symptoms of ineffective managers can be felt throughout various levels of the organization:

  • Leaders spend a disproportionate amount of time planning execution, rather than executing.
  • Managers avoid hard conversations, so issues go unaddressed.
  • People have “too many priorities” and lack focus.
  • People have little purpose at work and don’t know what they’re accountable for.

Source: MIT Sloan

Maximize enterprise performance and manager effectiveness

Foundation for Performance

  • Company Strategic Priorities: Develop the corporate strategy and map long-range strategy pillars to each business unit's current Objectives and Key Results.
  • Team OKRs: GenAI enables every team to quickly clarify their Objectives and Key Results. Now managers have a robust, reliable mechanism to translate the company’s strategic priorities into local priorities for their team.
  • Personal Goals and IDPs: Individuals set better, more measurable goals with GenAI Co-Author. Managers can easily ensure team OKRs and individuals’ goals stay harmonized as priorities shift within the quarter.

Align Efforts

  • Long-Range Strategy: Connect the long-range company strategy to quarterly team and individual key results. Quickly uncover opportunities to refocus teams on in-quarter priorities.

  • AI for Better OKRs: Co-author AI lowers the OKR learning curve and delivers insights to accelerate decisions. Help teams have faster more fruitful OKR conversations.
  • Orchestrate Actions: Quickly plan and align the work needed to achieve outcomes to ensure everyone knows the actions they own.
  • Manage Cross-Functional Dependencies & Risks: See potential relationships between key results, workstreams, and actions owned by disparate teams. Simplify cross-functional alignment with embedded AI.

Drive Progress

  • AI Executive Briefs: Send and receive briefs on a regular schedule to ensure everyone is prepared and informed of progress and blockers before the meeting starts.
  • Automated Status Reports: Eliminate lengthy status meetings and align your people by automating weekly status reports from each of your team members.
  • Scorecards & Business Reviews: Share the status of multiple key results along with helpful narrative — all in a single view. No more manually copying data or getting out of sync with the truth.
  • Heatmaps of KRs & KPIs: Empower leaders with the ability to assess every teams' progress from a single view. WorkBoard's Heatmaps provides instant health-checks across the org.

Elevate Performance

  • AI ‘Coach on Call’ for Managers: WorkBoard's GenAI gives managers instant help framing even difficult feedback in SBI format and get instant employee impact summaries with suggested discussion topics.
  • Give and Get Feedback: Give spontaneous feedback on specific results, actions or objectives to connect the words with the work.
  • Routine 1:1s: Smart agendas incorporate team objectives, topics and takeaways so team members do their best work, roadblocks are addressed quickly, and everyone stays focused on the right priorities.
  • Scheduled Check-Ins: Ensure managers and employees stay engaged in meaningful dialogues with pre-meeting insights and HR-prepared agendas.

Assess Performance

  • Rate Performance: Enhance performance reviews or check-ins with a mutual rating system. Use our PACE meter or plug in your values or ratings to foster accountability and transparency.
  • Reviews and Performance Conversations: Manage the conversation cycle and smart agenda elements for structured reviews and performance conversations to prompt the right dialogue; include team OKRs, individual KRs on team Objectives, individual goals, feedback, PACE, and/or topics for discussion.
  • Assess Goal Achievement: Facilitate collaborative evaluations, aligning individual successes with broader organizational objectives for enhanced performance and focus.

Workday Integration:
Enhance your existing processes and systems

We set personal goals in Workday – can we just incorporate the “Elevate” components?
Yes! You can display those personal goals in WorkBoard so managers and team members have a full foundation for elevating and rating performance.

We do reviews in Workday – does it make sense to use the “Elevate” components?
Yes, it’s always a good idea to invest in improving performance and manager effectiveness!

Can we put individual goals and reviews in Workday if we use WorkBoard?
Yes, goals set in WorkBoard can be displayed in Workday and documented formal reviews are stored in Workday (Q4)

Can we sync Personal Objectives in WorkBoard to Workday Goals and Milestones.
Yes! WorkBoard automatically creates corresponding Workday Goals & Milestones nightly, matching names, due dates, and progress statuses.​ ​Each WorkBoard-managed Goal in Workday includes a “Managed by WorkBoard” link for easy navigation back to the original OKR in WorkBoard.

Fair, frequent, fact-based performance feedback that improves company outcomes

Instantly summarize a team member's impact

Make hard conversations instantly easier

Have real questions about strategy execution? Talk to a real expert.