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Add A Win

A recent win can be anything that you're proud of!
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Add A Reflection

Reflection exercises are a great way to understand areas you can work on, but also celebrate where you're excelling.
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0 Selected Insights: Totals

0
Total Budget Year to date
0
Total Time Year To Date
Review compliance processes for payroll
10
3
Build Manager 1:1's
0
0
Research Benefits
0
0
Process Payroll
0
0
Set up 2024 Q1 Departmental Meetings
1000000
16
Hire Environmental Chemist
0
0
Transfer DiSC accountability to Jenny
0
0
Look at ADP for Benefits information
0
0
Salary Banding
0
0
Processing Payroll
0
0
Andy's Other Action
0
0
Andy's First Action
0
0
Processing Payroll
0
0
Another Action for Katie
0
0
Katie's First Action
0
0
Processing Payroll
0
0
Eric's Third Action
0
0
Processing Payroll
0
0
Fourth Action
0
0
Build Manager 1:1's
0
0
Research Benefits
0
0
Eric's Third Action
0
0
Eric's Third Action
0
0
Eric's Second Action (Onboarding)
0
0
Eric's First Action
0
0
The Eight Action Added
200
10
Seventh Action Added
0
0
Seventh Action Added
0
0
Sixth Action Co
0
0
Fifth Action
0
0
Fourth Action
0
0
Third Action Co!
0
0
Second Action Co.
0
0
Co First Action
0
0
Develop Innovation campagin
5250
7
Update org map with new CFO
0
1
Capture and document CFO auxillary tasks
0
2
Monitor ERG slack channels
0
10
Designate lactation room
250
2
Benchmark DEIB workshops
500
10
Review SHRM credits for team members
0
2
Re-order CPR poster
25
1
Plan conference calendar for the year
10000
10
Discuss COVID policy with C-suite
0
2
Update managers on 1:1 protocol changes
0
1
Train new FTE on how to manage interns
1000
5
Pair fall interns with FTE
0
2
Update orientation session slides
0
1
Personalize nametags for each intern
100
2
Coordinate fall intern interview times
0
3
Develop fall intern interview schedule
200
3
Parking passes
2000
0.1
Issue intern stipend(s) 2
4500
0.1
Issue intern stipend(s) 1
4500
0.1
Synthesize survey results (staff member review) from all team members
0
2
Fill out 360 review for colleauge
300
0.5
Develop standard intern onboarding process
0
3
Create and send benefits survey for full team
1000
2
Research / benchmark benefits
0
2
Send benefits proposal to team
0
0.1
Action Rename Table 2
1000
500
Build Manager 1:1's
0
0
Another Success
0
0
Another Success
0
0
Processing Payroll
0
0
More Actions Success
0
0
Making a Successful Action
0
0
Another Action Set 2
0
0
Action 2 -main page
0
0
This is Jeff's First Action
0
0
Cool Action
0
0
nnnnn
0
0
ll;;;l
0
0
ygygygy
0
0
mjhgf
0
0
grrr
0
0
again
0
0
work please
0
0
Working Again
0
0
huuhih
0
0
Maxx's None Editing Action
0
0
Max's First Action
0
0
Inside Modal Action Creation
0
0
Inside Modal Action Creation
Researching Benefits
0
0
Build Manager 1:1 Protocol
0
0
Ask me a question...
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First Name Last Name
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Welcome back, Name!
Progress Counter
9
0
/ 100
Actions Added
+ Add Action
Recent Wins
September 6, 2023
My Second Win Co!
September 6, 2023
First Win
Reflections
Happy
September 6, 2023
My Second Reflection Co!
Tired
September 6, 2023
First Reflection
Budget
210.00
0.00
Total Budgeted
Time
Third Action Co!
N/A
Fourth Action
N/A
Sixth Action Co
N/A
Seventh Action Added
N/A
Stakeholders
Have you reached out to the below Stakeholders recently?
COO
Impact
It may be time to measure the impact your actions are having on:
Engagement

Planner

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Action Name
Time
Budget:
Stakeholders
Impact:
Due Date
The Eight Action Added
Low
MEDIUM
High
N/A
N/A
C-Suite
N/A
Positive
Neutral
Negative
N/A
Sep 21, 2023
N/A
Seventh Action Added
Low
MEDIUM
High
N/A
N/A
N/A
Positive
Neutral
Negative
N/A
N/A
Seventh Action Added
Low
MEDIUM
High
N/A
N/A
N/A
Positive
Neutral
Negative
N/A
N/A
Sixth Action Co
Low
MEDIUM
High
N/A
N/A
N/A
Positive
Neutral
Negative
N/A
N/A
Fifth Action
Low
MEDIUM
High
N/A
N/A
N/A
Positive
Neutral
Negative
N/A
Sep 30, 2023
N/A
Fourth Action
Low
MEDIUM
High
N/A
N/A
N/A
Positive
Neutral
Negative
N/A
N/A
Third Action Co!
Low
MEDIUM
High
N/A
N/A
N/A
Positive
Neutral
Negative
N/A
N/A
Second Action Co.
Low
MEDIUM
High
N/A
N/A
N/A
Positive
Neutral
Negative
N/A
Sep 7, 2023
N/A
Co First Action
Low
MEDIUM
High
N/A
N/A
N/A
Positive
Neutral
Negative
N/A
Sep 2, 2023
N/A
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Edit Company Profile

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What is your yearly HR budget?
Your Company Profile
Company Name:
Co Company
This is some text inside of a div block.
Headcount Range:
11-50 employees
64f362f549d28c5f06f8427b
Industry:
Professional Services
Headquarters:
Columbus, Ohio
Workforce Type:
Frontline
Async
Sync
Remote
Distributed
Yearly HR Budget:
100.00
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Action Types

Current Types
New Action Type
New Action Type : 64f362f549d28c5f06f8427b
Program
Program: 64f362f549d28c5f06f8427b
Process
Process : 64f362f549d28c5f06f8427b
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Budget Sources

Add Another Source:
Current Sources
: 64f362f549d28c5f06f8427b
New Budget Source
New Budget Source : 64f362f549d28c5f06f8427b
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Stakeholders

Update CEO's Name:
Update CFO's Name
Update COO's Name:
Update CTO's Name:
Update CMO's Name:
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Add A Stakeholder Group:
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Current Stakeholders
CEO Name
CEO Name : 64d2ae8107cb5afde7abc54c
CEO Name
CEO Name : 64d2ae8107cb5afde7abc54c
CEO Name
CEO Name : 64d2ae8107cb5afde7abc54c
Managers
Managers :
Marketing
Marketing :
CEO Name
CEO Name :
Sales
Sales :
CEO Name
CEO Name :
Operation
Operations :
Tom Suarez
Tom Suarez : 64d269f21de299be5d60f877
Managers
Managers : 64d269f21de299be5d60f877
Brendon Cooke
Brendon Cooke : 64d269f21de299be5d60f877
Marketing
Marketing : 64d269f21de299be5d60f877
Magnus Dalton
Magnus Dalton : 64d269f21de299be5d60f877
Sales
Sales : 64d269f21de299be5d60f877
Marion Knapp
Marion Knapp : 64d269f21de299be5d60f877
Operation
Operations : 64d269f21de299be5d60f877
Mollie Glover
Mollie Glover : 64d269f21de299be5d60f877
Success CMO
Success CMO : 64c929125a3408a63384cfa2
New Stakeholder Group
New Stakeholder Group : 64cd4d5da1be2602b8a49c3c
Operation
Operations : 64cd4d5da1be2602b8a49c3c
Sales
Sales : 64cd4d5da1be2602b8a49c3c
Marketing : 64cd4d5da1be2602b8a49c3c
Managers
Managers : 64cd4d5da1be2602b8a49c3c
true
Success CEO
Success COO
Success CFO
MLC CEO Name
MLC COO Name
MLC CFO Name
CEO Name
COO Name
CFO Name
CEO
COO
CFO
CE
CO
CF
XEI
COO
CFO
Bill Jacobs
Elliot Allen
Jenn Stevenson
Updated CEO Name
Updated CEO Name : 64cd4d5da1be2602b8a49c3c
James Andrews
James Andrews
Derek Write
Sandy Jacobs
David Kirk
David Kirk
Sally Frank
Jeff Adams
Updated CMO Name
Updated CMO Name : 64cd4d5da1be2602b8a49c3c
Updated COO Name
Updated COO Name : 64cd4d5da1be2602b8a49c3c
Jenni Smith (CFO)
Bill Smith (CEO)
Bill Smith (CEO)
Bill Smith (CEO)

Success Metrics

Success Metric Title:
Metric Type:
Select one...
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Success Metrics
Headcount
Headcount
Again
New SM
Headcount 2
A new Success Metric
A new Success Metric
Headcount

Integrations

google Calendar
Microsoft Outlook
Slack
Gusto
Lattice
Service Now

Account Profile

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Update Email

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