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Comprehensive Success Optimization
Strategy, Goals & Individual Performance Management All-in-One
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Mission and Visions
Everyone seeks direction. ZOKRI provides a guiding North Star.
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Values and Behaviours
Culture drives performance, we've integrated the tools to define and reinforce it.
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Roles, Responsibility and Accountability
Right people in right roles is key - understanding their goals, & feedback is essential.
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Strategic Focus
Strategy outperforms competitors; systems ensure its delivery.
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Goals, KPIs and Execution
Using OKRs, KPIs, and executional processes aligns teams and executes strategy.
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Evaluation, Development and Reward
Evaluations balancing team goals, performance, and feedback are streamlined.
Modular & Configurable
Modular
All of these features are available to you to use right away or grow and extend into over the coming months, especially if you’ve utilized our FAST Transformation™ Workshop Toolkit. We are also adding new features all of the time so there’s a chance we will be able to save you money on more tools over the coming months should you want to consolidate budgets.
Customizable
Nearly everything you see can be customized to work the way you want to, right down to what you want to call a goal, will it be a goal or an OKR? This means you’re not going to be limited to one strategy or goal framework, or a set execution cadence or way of working. We’ve got them all covered.
Easy to Use
After running incredible strategic planning workshops, ZOKRI is easy to use and requires little to no training and it works across all devices. However on the rare occasions that employees do have questions we are here to help. We also have created features that reduce the training burden even further like customizable goal creation and sign-off workflows. We also have an incredible team of Fractional Chief-of-Staff that you can implement into your company to de-risk your strategy execution.
Mission & Vision
Share where your organization is going and how it’s going to get there.
Mission, Vision, Purpose and North Star
Make sure everyone knows what the the ultimate goal and lay the foundations for strategic planning and goal setting.
Culture
Watch your people demonstrate the behaviors that reflect the values that drive you towards you vision.
Values & Behaviours
Be specific about what you value and which behaviours are key to your success.
Shout-outs
Tag values in shoutouts to encourage and reinforce you desired to culture.
Appraisal Question
Ask values and behaviour questions in ZOKRI managed evaluations, appraisals and development plans.
Analytics
Get individual, team and company analytics on who is being culturally tagged in shoutouts.
Org. Chart
Build teams of people who share your core values, know their roles and are happy to be accountable for helping you achieve your vision.
Visualize your org. chart and reporting lines
See your whole org., reporting lines, zoom in or out, click and learn more about colleagues.
Roles & Responsibilities
Manage your own Roles and Responsibilities – includes sign-off workflows, and see colleagues.
Goals
See which goals any individual is working towards or supporting.
Tasks
See which tasks are being worked on to support goal achievement.
Issues
See the issues being faced by any individual and help them to solve them.
Recognition
See what any individual has been recognized for as well as give a shoutout.
Strategy
Define your field of play and the battles you have chosen to fight and win, align goals and keep score with KPI scorecards.
Pillars or Perspectives
Use Strategic Pillars or Balanced Scorecard Perspectives alongside goals and KPIs to execute your strategy.
Aligned Goals & KPIs
Watch teams align their goals with your strategy and then execute it.
RAG Statuses
Red, Amber and Green coding allows you to see areas of risk that need support.
Progress Narratives
Go beyond the RAG status and number, read the supporting narrative written by the goal and KPI owner.
Reporting To PDF
Export your strategy reports to PDF in a click.
Goal Setting
Create goals that are aligned, can be resourced and make a huge impact.
Master Any Leading Goal Framework e.g. OKR, 4DX, EOS
Configure ZOKRI for OKRs management of any other leading goal framework in seconds.
Extensive Range Of Outcome Types
Every conceivable outcome type ensures teams track the right success measures.
Annual, Half year, Quarterly, Academic Terms
Flexible planning periods makes ZOKRI work for all types of organization.
Integrate Goals With KPIs
If a Key Result / Success Measure is a KPIs , connect the two in a few clicks.
Company, Team, Individual & Personal Goals
Cascade goals so everyone knows how they are helping you succeed.
Strategic, Learning & Personal Performance Goals
All the goal types in one place makes ZOKRI work for every organization.
Incentive Plan Goals & Management Processes
Manage incentive plans goals and payments separately and discreeetly away from strategic, team and personal goals.
Retrospectives
Make learning a key part of your goal setting cycle.
Customizable Goal Creation & Sign-off Workflows
Provide goal setting guidance in the form of a sign-off workflow and watch better goals get created.
Initiatives, Tasks, Commitments
Plan and track how goals are being achieved with Initiatives, Tasks, Commitments.
Sub Tasks
Create sub-tasks and get even more specific and granular about what needs to get done to achieve your goals.
Saved Task Lists
Save proven processes that are getting the results in a list and re-use them again and again to achieve goals.
Goal Cycle & Update Management
Enjoy a current and accurate view of how everyone is doing without asking.
Check-ins
Schedule check-ins and we’ll do the chasing, make it an job to be done and share the update for you.
Variable Cadence Options
If weekly doesn’t work for all teams, change the cadence or run a variable check-in cadence.
Reporting Narratives
Get a monthly download on how a goal is progressing from the goal owner.
Reminders and Chases
We remind people before, on the day and after if it’s not been done, so there are no excuses.
Optimized For Mobile
Check-ins on the go are not a problem because we’ve optimized the mobile experience.
Analytics
See who is and isn’t doing their updates.
KPI Management
KPIs and KPI Scorecards compliment all aspects of strategy execution and goal setting, in addition to team and individual performance management. ZOKRI has a comprehensive set of KPI management features.
Manually & Automatically Updated KPIs
We make it easy for KPI owners to update their KPIs at the required time along with a reporting narrative. Or you can choose to update KPIs from spreadsheets and tools.
KPI Targets
Set KPI targets independently from goals and see the delta i addition to RAG statuses as you deviate from where you’d expect to be.
Scorecards
Create Scorecards that help teams track company, team and individual performance, and set the scene for better goal setting.
KPIs Used In Goals Like OKRs
Some KPIs work well as success measures like Key Results. Adding a KPI into a goal takes just a few clicks and progress will automatically update.
Issue Management
Never let unknown or forgotten issues hold you back from achieving your goals.
Share, Discuss and Escalate Issues
Add issues, assign owners, discuss in comment threads, define as short or long-term and escalate the big ones.
Combine Similar Issues
Similar issues often come to light so drag and drop them together to create an issue group.
Attach Supporting Documentation
Attach supporting documents to provide even more context.
Priority Management
Focus individuals and teams on the priorities that matter each week.
Last Week, This Week, Next Week
Share priorities between weeks and see how they align with your colleagues.
Priority 1, 2, 3
Not all priorities are equal so get agreement and clarity on the biggest ones.
Wins
Sharing wins are are great habit to form as well – everyone loves good news.
Meeting Management
Meeting are important but can be ineffective so we ensure the right conversations are happening.
Slides For Goals, Scorecards, KPIs, Issues, Priorities & More
Have slides on screen for goal and execution related meetings with no preparation time needed.
Assign Actions & Take Notes
Track Actions between weeks and see notes in contact reports.
Share ZOOM and MS Teams Links in Calendar Invites
Connect your meeting tools for a seamless meeting experience.
Appraisals & Development Plans
Performance and personal development conversations matter a lot to individuals so we built you the tools to make them happy.
Unlimited Templates
Create a range of templates that match the needs of all parts of your organizations.
Streamlined Data
All goal, KPI and feedback data in place and ready to discuss.
Custom Questions
Every question type makes it easy to create amazing experiences.
360 Feedback
Request feedback from colleagues.
Analytics
Get insights in people and teams on who is where in the process.
Wellbeing Surveys
You employee humans so we wanted to make it easy to ask people how they are feeling whilst gathering goal updates as one impacts the other.
Customizable Questions
Choose from pre-sets or ask your own questions.
Analytics
Get company, team and individual analytics on how people are faring as well as performing.
Incentive Plans
Ambiguous bonus schemes are awful so we made it easy to provide clarity on what will trigger incentives and bonuses and manage the process.
Discreet & Comprehensive
Employees love the clarity and managers love the simplicity of this new feature.
Sign-off Management
A review and sign-off of bonus payments process has never been this simple.
Key Integrations
Easy to configure integrations make time consuming processes fast and easy.
Communications Tools
Slack, Teams, Email and in App communications keep everyone informed.
KPI Tools
Spreadsheets and team tools like Google Analytics and CRMs provide KPI data.
Project / Task Tools
If a goal or a initiative is being executed in a team project tool, connect them to see progress updates in one place.
HRIS
Over 30 HRIS integrations streamline how users are added to ZOKRI.
SSO
Manage user access via your favourite SSO provider.
Small Things That We Often Find Matter
We are often asked for small features that make a big difference to a few key people. If we didn’t have them we usually created them as part of the contract. Here are some example.
User File Upload
Upload a CSV of employees along with their reporting lines.
Free Read-only User
We were told that some people should be able to see ZOKRI but don’t need to add information.
Variable Check-in Cadences
Leadership teams often don’t need to check-in goals weekly as their goals re being driven from sub-goals. So we allowed for different cadences.
Key Tool Integrations
We’ve frequently been asked to integrate with an important team tool, which usually has been done in just a few weeks.
If There Is Something That Matters To You, Please Ask
If it’s important to you, it’s important to us, so please ask on a demo call.
Support
Outstanding support for experts in their field.
Strategy & Goal Setting Coaching.
Let our team share best practices and facilitate workshops.
Fractional Implementation Support.
Let our team give you X hours a month to support you in the early months.
Support On Demand
Ask questions and get fast responses from our team via the app.
Knowledge Base
Our comprehensive knowledge base gives you most answers to most questions.
Custom Onboarding
Let out team create training videos for your teams watch to streamline training.
Try ZOKRI For Free – Up to 50 People
Meet our team and have a trial account configured for you the same day. Try ZOKRI and experience its potential to ignite and sustain your growth for yourself.
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FAST Transformation™ Workshop Toolkit
Journey through the 6 Stages of Cohesive Planning to create your growth plan.
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Fractional Expert Support
Gain strategic guidance and feedback from our seasoned Fractional Chiefs of Staff.
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Strategy & OKR Management Software
Utilize our advanced strategy and OKR management software for streamlined transformation.
