Introduction
Regular OKR check-ins in Rhythms keep your team aligned, track progress, and identify obstacles early, maintaining momentum and transparency. You can check in manually by entering updates in the app or use integrated options via platforms like Microsoft Teams or data sources like PowerBI, which automatically sync progress and generate insights for stakeholders.
For effective OKR tracking, aim for weekly check-ins with quarterly OKRs and monthly check-ins for yearly OKRs to monitor progress and ensure alignment. Each check-in should review progress on key results, identify challenges, and plan actions to address issues. Rhythms simplifies this with manual or integrated check-ins, automatically syncing data and providing insights for stakeholders—experiment with formats to find what works best for your team. There are two ways to update the progress of OKRs in Rhythms:
Manual check-in: Manually enter the latest value of the metric you are tracking through the Rhythms app.
Integrated check-in: OKR progress is automatically updated through a collaboration platform such as Microsoft Teams, or an integration with a data source such as PowerBI.
This guide shows how to submit a manual check-in, update metrics, adjust status, and add notes, while offering best practices to ensure clarity and drive results.
Performing check-ins in Rhythms
Step 1: Start from the Rhythms home screen. Here, you'll find the set of OKRs for your company. Choose the key result you want to submit a check-in for. For this tutorial, we're selecting the key result about onboarding 50 creators for the Creator program.
Step 2: Look for the check-in option in the top right corner. This is where you'll update the progress of the selected key result. For this example, let's assume we've onboarded 30 creators and we're moving the status to on track. Updating the status ensures that everyone involved knows the current state of progress and can adjust their efforts if needed.
Step 3: The check-in date is automatically recorded. You can also review any previous check-ins that have been submitted.
Step 4: After submitting, you'll notice that the key result updates instantly. The status has changed to on track with a 60% completion, and the check-in will be visible to other users. Regular check-ins helps maintain transparency and ensure that stakeholders have the most up-to-date information.
And that's it! You’ve now learned how to submit OKR check-ins in Rhythms, keeping your team aligned and informed. Regular check-ins, simplified through integrations and insights, ensure progress is tracked effectively.