Goal Check-ins on Mesh are a way to update progress on goal (objectives or key results).
Timely check-ins can be a great way of keeping your managers and collaborators up-to-date on your goals’ status. They eliminate the need for conducting meetings for your manager to know about progress/ status updates on your deliverables.
A check-in can be an update on progress, the latest achieved metric and can be accompanied by details on progress, constraints and opportunities. All check-ins are recorded on Mesh so your manager can easily check the progress of work, whenever they want.
You can check-in a goal on Mesh directly from the homepage, or from the Goals module.
Checking in a goal from the homepage
Step 1: On the homepage, you can find the most recently created goals that might need your attention under the “My Summary” section.
Step 2: Click on the goal you want to check-in. The Edit Goal panel will open up, where you can check-in the goal in the top “Check-In” card by clicking on the Check-In button.
In case you are not able to find the goal among the top 3 goals, click on View All Goals. This will lead you to the My Goals tab.
In case you are not able to find the goal among the top 3 goals, click on View All Goals. This will lead you to the My Goals tab.
Checking in a goal from the Goals Module
Step 1: On the top navigation bar, hover over Performance, and select Goals from the drop down.
Step 2: You will land on the My Goals tab . Click on the goal you wish to check-in. You can also use the Search option to search for a goal.
Step 3: The Edit Panel of the goal will open, with the check-in card shown upfront.
Step 4: You can update your latest by doing either or all of the following changing the achieved value, updating the status, changing the progress or adding a comment.
Mesh considers any change made to the following parameters as a Check-In:
- Progress of the goal (which in turn changes the Achieved Value of the goal, or vice versa)
The Achieved Value for the goal can be changed by typing it in the Achieved Value field. This will also result in a change in the Progress of the goal.
Similarly, the Progress for the goal can be changed by sliding the Progress Bar, which would automatically reflect in the Achieved Value for the goal. - Status of the goal
Updating the Status of a goal provides clear visibility to your manager as the latter would be reviewing status of multiple goals at once, and thus would like to have a quick overview of every goal. To update the status of your goal, click on the Status button.
A dropdown will appear that contains sections that correspond to In Progress and Closure statuses. Each section will have sub-sections as follows:
In Progress
-
- On-Track
- Off-Track
- At-Risk
Closure
-
- Closed & Archived
- Closed & Not archived
- Closed & Dropped
You can use this section to set status to your goal depending on the progress towards the goal.
Mesh recommends you to always supplement your check-in with a comment to add more context. While adding a comment does not count as a check-in, it can be a good way to promote effective communication, encourage reflection and serve as a narrative for tracking progress, offering insights into achievements, challenges, and steps taken.
You can also click on the Praise toggle to foster a sense of accomplishment and encourage individuals to stay committed to their goals.
Step 5: Do make sure to click on the Check-in button before exiting the Edit Panel to ensure that the check-in is recorded.
With check-ins on Mesh, enhance organizational transparency, accountability, and communication, fostering a culture of continuous improvement and collaboration.
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