Platform Cheat Sheet
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1Platform Cheat Sheet
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Manage Performance
Getting Started
Go to
and enter your login information
Desktop
Mobile
2
A) Go to Performance > Track
A) Download the Mobile App
Setup Goals & Actions
Performance
B) Identify the goal you want to
update
A) Plan > Goals
B) Login with your username and
1.
Choose a status
password
2.
C) Goals will be “flagged” when it’s
B) Coordinate action by identifying who needs to do what, by user,
Update actual performance
time for an update
to achieve organization goals
3.
Add a comment
1
4
1.
Update actual
performance
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5
2
2.
Choose a
2
status
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3
3
3.
Add a
2
comment
3
1:
Plan levels
2:
Parent goal
3:
Plan perspectives
4:
Go back one level
5:
Go up one level
4
Review and communicate progress
D
TIP: Think
SMART
when you develop your goals.
A) Go to Reports
SPECIFIC: Keep it simple, yet detailed
B) Organizational, Department,
MEASURABLE: Start with #, $, %, etc.
and Team Reports view the entire
ACHIEVEABLE: Set a realistic target
plan or user-specific progress
RESPONSIBLE: Ensure accountability by selecting an owner
D)
The Dashboard monitors real
TIME BOUND: Set a start and an end date
time performance of your strategy
(Large and Multi-Team accounts)
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Parent category: Education