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.
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.
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.
Share where your organization is going and how it’s going to get there.
Make sure everyone knows what the the ultimate goal and lay the foundations for strategic planning and goal setting.
Watch your people demonstrate the behaviors that reflect the values that drive you towards you vision.
Be specific about what you value and which behaviours are key to your success.
Tag values in shoutouts to encourage and reinforce you desired to culture.
Ask values and behaviour questions in ZOKRI managed evaluations, appraisals and development plans.
Get individual, team and company analytics on who is being culturally tagged in shoutouts.
Build teams of people who share your core values, know their roles and are happy to be accountable for helping you achieve your vision.
See your whole org., reporting lines, zoom in or out, click and learn more about colleagues.
Manage your own Roles and Responsibilities – includes sign-off workflows, and see colleagues.
See which goals any individual is working towards or supporting.
See which tasks are being worked on to support goal achievement.
See the issues being faced by any individual and help them to solve them.
See what any individual has been recognized for as well as give a shoutout.
Define your field of play and the battles you have chosen to fight and win, align goals and keep score with KPI scorecards.
Use Strategic Pillars or Balanced Scorecard Perspectives alongside goals and KPIs to execute your strategy.
Watch teams align their goals with your strategy and then execute it.
Red, Amber and Green coding allows you to see areas of risk that need support.
Go beyond the RAG status and number, read the supporting narrative written by the goal and KPI owner.
Export your strategy reports to PDF in a click.
Create goals that are aligned, can be resourced and make a huge impact.
Configure ZOKRI for OKRs management of any other leading goal framework in seconds.
Every conceivable outcome type ensures teams track the right success measures.
Flexible planning periods makes ZOKRI work for all types of organization.
If a Key Result / Success Measure is a KPIs , connect the two in a few clicks.
Cascade goals so everyone knows how they are helping you succeed.
All the goal types in one place makes ZOKRI work for every organization.
Manage incentive plans goals and payments separately and discreeetly away from strategic, team and personal goals.
Make learning a key part of your goal setting cycle.
Provide goal setting guidance in the form of a sign-off workflow and watch better goals get created.
Plan and track how goals are being achieved with Initiatives, Tasks, Commitments.
Create sub-tasks and get even more specific and granular about what needs to get done to achieve your goals.
Save proven processes that are getting the results in a list and re-use them again and again to achieve goals.
Enjoy a current and accurate view of how everyone is doing without asking.
Schedule check-ins and we’ll do the chasing, make it an job to be done and share the update for you.
If weekly doesn’t work for all teams, change the cadence or run a variable check-in cadence.
Get a monthly download on how a goal is progressing from the goal owner.
We remind people before, on the day and after if it’s not been done, so there are no excuses.
Check-ins on the go are not a problem because we’ve optimized the mobile experience.
See who is and isn’t doing their updates.
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.
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.
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.
Create Scorecards that help teams track company, team and individual performance, and set the scene for better goal setting.
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.
Never let unknown or forgotten issues hold you back from achieving your goals.
Add issues, assign owners, discuss in comment threads, define as short or long-term and escalate the big ones.
Similar issues often come to light so drag and drop them together to create an issue group.
Attach supporting documents to provide even more context.
Focus individuals and teams on the priorities that matter each week.
Share priorities between weeks and see how they align with your colleagues.
Not all priorities are equal so get agreement and clarity on the biggest ones.
Sharing wins are are great habit to form as well – everyone loves good news.
Meeting are important but can be ineffective so we ensure the right conversations are happening.
Have slides on screen for goal and execution related meetings with no preparation time needed.
Track Actions between weeks and see notes in contact reports.
Connect your meeting tools for a seamless meeting experience.
Performance and personal development conversations matter a lot to individuals so we built you the tools to make them happy.
Create a range of templates that match the needs of all parts of your organizations.
All goal, KPI and feedback data in place and ready to discuss.
Every question type makes it easy to create amazing experiences.
Request feedback from colleagues.
Get insights in people and teams on who is where in the process.
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.
Choose from pre-sets or ask your own questions.
Get company, team and individual analytics on how people are faring as well as performing.
Ambiguous bonus schemes are awful so we made it easy to provide clarity on what will trigger incentives and bonuses and manage the process.
Employees love the clarity and managers love the simplicity of this new feature.
A review and sign-off of bonus payments process has never been this simple.
Easy to configure integrations make time consuming processes fast and easy.
Slack, Teams, Email and in App communications keep everyone informed.
Spreadsheets and team tools like Google Analytics and CRMs provide KPI data.
If a goal or a initiative is being executed in a team project tool, connect them to see progress updates in one place.
Over 30 HRIS integrations streamline how users are added to ZOKRI.
Manage user access via your favourite SSO provider.
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.
Upload a CSV of employees along with their reporting lines.
We were told that some people should be able to see ZOKRI but don’t need to add information.
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.
We’ve frequently been asked to integrate with an important team tool, which usually has been done in just a few weeks.
If it’s important to you, it’s important to us, so please ask on a demo call.
Outstanding support for experts in their field.
Let our team share best practices and facilitate workshops.
Let our team give you X hours a month to support you in the early months.
Ask questions and get fast responses from our team via the app.
Our comprehensive knowledge base gives you most answers to most questions.
Let out team create training videos for your teams watch to streamline training.
1
Strategic Planning
Strategic Planning is not budgeting and forecasting. It’s a process, a battle plan to achieve your winning aspiration, and a source of focus, growth and profit.
2
OKR Goal Setting
OKRs will provide a easy to follow goal roadmap. They will be the focal point of company town halls, weekly team meetings, and external reporting.
3
Execution Management
The business operating system we help you to create will have the processes, concepts, and rituals you need to move from a winning aspiration to winning.
Discover An 8 Step Strategic Planning Process That Helps You Ignite & Sustain Business Growth
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Glen has scaled and exited several companies. He helps customers develop their strategies, use OKRs, and execute their plans.
His deep understanding of sales processes and AI enablement makes him a great fit for customers with challenges in those areas.