11 Best OKR Software You Need to Know About (2022 Edition)

Read this article to find out the pros, cons and key features of the 11 best OKR software in the market today along with tips on buying what you need

7

min read

With the growing importance of goal setting and achievement across industries, the implementation of the OKR framework is on the rise. Consequently, most organizations are adopting OKR software to facilitate the process of setting and achieving company goals through Objectives and Key Results (OKRs). 

In this article, we seek to help growing organizations make an informed choice when it comes to buying the right OKR software. We will not only discuss the features to look out for, but also give you a comparative analysis of the best OKR software available in the market to decide which is best for your needs. 

OKR software key features: What not to miss

An OKR software is bound to have multiple features depending on its target users and level of advancement. However, for growing organizations, there are a few features that are a must have and should not be missed, including:

  • Ability to collaboratively set OKRs
  • Option to see OKRs visually that increases goal and progress transparency
  • Clear bifurcation between objectives and key results
  • Offer the flexibility to prioritize between different OKRs
  • Empower organizations to track OKR progress in real time
  • Provide insights on OKR progress with action plan
  • Offer OKR coaching to help managers leverage OKR benefits
  • Provide integrations with existing meeting tools and other commonly used communication and project management software (such as JIRA, Slack, MS Teams etc.)
  • Enable team members and managers  to create weekly OKR plans

Read: How to choose the right OKR software for a more detailed understanding of how to understand your OKR needs and find a suitable solution

Benefits of using an OKR software

There are several benefits of using an OKR software. Right from helping teams get on the same page, to facilitating greater accountability. Here is a quick snapshot of the possible advantage that OKR software enables:

1. Automated follow ups

One of the top benefits of OKR software is that it automates follow ups and nudges with the power of RPA to ensure that everyone regularly updates their progress on each OKR. This helps in grading OKR achievement as well as enables managers to gauge whether or not performance is on track.

2. Better goal transparency

Second, OKR software creates goal transparency for all. This way, everyone is able to visualize the goals in the same way and keep track of each other’s performance as well. 

3. Real time insights

An OKR software driven by AI also has the potential to help managers with real time insights. With an integrated dashboard, managers can monitor OKR performance and address any risks or challenges preemptively.

4. OKR coaching

Finally, another benefit of OKR software is that it also has the potential to help managers with OKR coaching which includes setting, monitoring and grading OKRs in the most effective manner. Furthermore, it can help managers align OKRs with 1:1 conversations with their team members via guided templates to ensure productive meetings. 

Read: How to calculate the Return on Investment (ROI) of using an OKR software to understand and measure real tangible benefits of OKR tools

11 best OKR software in 2022

Without much ado, let’s quickly explore the top 11 OKR software available in the market today. 

  • SuperBeings: Integrated OKR tool with performance management and employee engagement support
  • Betterworks: OKR software to help managers identify strengths and reward innovation
  • Leapsome: People enablement platform with the ability to set up recurring goal cycles with fixed timelines
  • Profit.co: OKR software with free functionalities for 5 team members
  • Culture Amp: Employee engagement and performance management solution with customizable OKR templates
  • 15Five: OKR and performance management platform backed by research from The Center for Evidence-Based Management (CEBMa) 
  • Weekdone: OKR tool with software and coaching capabilities
  • Gtmhub: OKR software with 200+ OKR examples for all teams
  • Engagedly: OKR software with robust goal visibility, statistics and tracking
  • Lattice: People success platform for OKR tracking with customizable goal weighting
  • Ally.io: OKR software providing OKR readiness and acceleration program

1. SuperBeings

Promotes breaking down company objectives into day-to-day projects to drive results

SuperBeings OKR software

Key features

  • Assign OKR champion — set accountability for top goals
  • OKR weights — Allocate different weight to OKRs to clarify priorities
  • Manager approval workflow for individual OKRs — review employee goals as you go
  • OKR coaching to managers by top industry experts 
  • Easier, timely and hassle-free OKR check-in with integrated Meetings tool
  • Integrations with top productivity and communication tools

Pros

  • Real time insights on day-to-day OKR progress
  • Assign owners for each objective, task and project
  • OKR coaching and onboarding support for powerful 1:1s

Cons

  • Mobile app is not yet available

Pricing

The pricing for SuperBeings starts at $3.00 per user per month, being one of the lowest in the market with the features and capabilities offered. SuperBeings offers a 21 day free trial

2. Betterworks

Human capital management software focused on OKR based performance management and employee engagement ideal for team with 5+ members

BetterWorks OKR tool

Key features

  • Communicates goals to everyone in the organization
  • Tracks OKR progress along with automated updates
  • Enables managers to identify workforce strengths and opportunities for ambitious goal setting

Pros

  • Reward smart risk taking and innovation
  • Spot opportunities to pivot or improve key strategic initiatives early
  • Clear communication of how each OKR leads to organizational impact

Cons

  • Limited user-friendliness
  • Limited reporting capabilities

Pricing

The Team Edition which is ideal for 5-250 employees is priced at $8.00 per user per month when billed annually. For organizations with 250+ employees, pricing is available on request. There is no free trial available. However, you can watch a pre-recorded product video.

Read: ROI of using an OKR software: Why should you invest in OKR tools

3. Leapsome

People Enablement platform for goals & OKRs management, performance reviews along with employee engagement and 360 feedback support

Leapsome goal management tool

Key features

  • Enables employees to leave comments on goal tracking to provide context
  • Provides automatic progress updates and tracking reminders
  • Offers the option to customize goal visibility at different levels

Pros

  • Ability to set up recurring goal cycles with fixed timelines
  • Increased accountability with progress timelines on dashboard with owner, contributor, and team filters
  • Ability to generate goal tree to highlight ownership

Cons

  • Absence of calendar integration for Outlook users
  • UI is not very attractive

Pricing

Leapsome offers modular pricing for its different products which starts at $6.00 per user per month. Demo is available on request.

4. Profit.co

OKR software integrated with task, performance management, and employee engagement ideal for organizations of any size, free for upto 5 team members

profit.co OKR tool

Key features

  • Offers guided weekly-check in to track progress
  • Provides 7 types of key results to track any type of goals
  • Real-time heatmaps for strategic interventions

Pros

  • KPI library with 400+ inbuilt and custom KPIs
  • OKR templates to create OKRs within 5 minutes for every level
  • Opportunity to collaborate with mentions and tags

Cons

  • Inability to view tasks in Gantt chart format
  • Too many functionalities can be overwhelming in the beginning 

Pricing

Profit.co is free for upto 5 members. The growth plan is priced at $7.00 per user per month, billed annually and the pricing for the enterprise plan is available on request. There is a 30 days free trial available for the growth plan

4. Culture Amp

Employee engagement and performance management solution focused on goal tracking, reviews and development ideal for teams with 25+ employees

cultureamp OKR tracking software

Key features

  • Dynamic goal management with cross-team collaboration
  • Greater OKR visibility
  • Seamless sharing of OKR results and feedback

Pros

  • User friendly, science backed
  • Easily customizable templates
  • Easy tracking of goal progress and alignment on outcomes

Cons

  • Lack of customizable reporting options
  • Limited automation in admin functionalities

Pricing

Culture Amp offers three pricing plans dependent on the team size. Self starter for 25-200 employees, standard for 201-999 employees and enterprise for 1000+ employees. The pricing is available on request. Culture Amp doesn’t offer a free trial. However there is a pre-recorded 3 minute product demo

6. 15Five

Performance management platform with 1-on-1 tools, performance reviews and OKRs capabilities ideal for any team size

15five OKR management software

Key features

  • Tracking of OKRs in real time and weekly check-ins
  • Set individual OKRs and connect them with company goals
  • Reporting insights to identify areas of improvement

Pros

  • Backed by research from The Center for Evidence-Based Management (CEBMa) 
  • Availability of OKR coaching for managers
  • Great reminders to facilitate accountability for weekly progress reporting

Cons

  • Limited dashboard control
  • Lack of Outlook calendar integration

Pricing

15Five’s pricing starts at $8.00 per user per month and increases to $14.00 per user per month depending on the features and capabilities required. 15Five offers a free trial that users can sign up for

7. Ally.io

OKR software to measure goals and track performance for organizations with 12+ team members

ally.io OKR software

Key features

  • OKR readiness and acceleration program for growing organizations
  • Visual dashboards and ability to give different weight to different priorities
  • Comprehensive OKR examples for different organizational levels

Pros

  • OKR coaching and consulting
  • Easily usable OKR templates designed by experts for all teams
  • OKR Check-ins and flexible OKR Scoring with guidance

Cons

  • Intuitiveness of UI is limited
  • OKR hierarchy may be confusing

Pricing

Ally offers two plans, Growth and Enterprise. The Growth plan is priced at $7.00 per user per month, billed annually for a minimum of 12 users. The pricing for Enterprise plan is available. Free trial is available for 14 days.

8. Gtmhub

OKR software for enterprises and non-profits ideal for small, growing and enterprise teams

Gtmhub OKR software

Key features

  • 200+ OKR examples for all teams, including sales, marketing, leadership
  • Multiple ways to view alignment, structure ownership and create accountability
  • 160+ custom made insights for installation and OKR auditing

Pros

  • Integration with Slack, MS Teams
  • Ability to visualize OKRs in one place and customize visibility for better decision making
  • Easy OKR categorization with tags

Cons

  • Some basic functionalities lacking
  • Difficulty in navigation while setting OKRs at times

Pricing

Gtmhub pricing starts at $7.00 per user per month for the start plan and increases as the capabilities and functionalities increase. Free trial is available for basic plans.

9. Engagedly

Performance management software with goal management system and regular check-ins ideal for medium sized organizations with annual OKR budget of $5000+ 

engagedly OKR tools

Key features

  • Easy insights into team performance 
  • Robust goal dashboard for goal visibility, statistics and tracking
  • Align organizational, team, and individual goals with multiple contributors

Pros

  • Real time check-in and progress update
  • Customizable and advanced analytics
  • Real time progress mapping and engagement with threads and discussions

Cons

  • Limited capability for goal customization
  • Some functions can be difficult to work with

Pricing

The starting annual agreement for Engagedly is $5,000. Demo is available on request

10. Lattice

People success platform with a focus on tracking OKR/goals, gathering real-time feedback, 1-on-1 meetings ideal for teams with annual OKR budget of $4000+ 

Lattice OKR tool

Key features

  • Ability to integrate OKRs with 1:1s, performance check-ins
  • Customizable goal weighting
  • Speedy, frictionless surface for setting, tracking, and reflecting on goals

Pros

  • Progress-tracking integrations with JIRA and Salesforce
  • Advanced goal and OKR analytics

Cons

  • Can be difficult to use for some
  • UI has limited intuitive capabilities

Pricing

Lattice is priced at $8.00 per user per month subject to a minimum annual agreement of $4000. You can request a product demo by signing up

11. Weekdone

OKR tool coaching capabilities ideal for small and medium sized organizations

Weekdone OKR tool

Key features

  • Ability to set weekly plans for OKR achievement
  • Personal OKR coaching and live OKR help chat
  • Weekly OKR progress reporting and e-mail

Pros

  • Hierarchy view to visualize goals effectively
  • OKR onboarding to transition from excel sheets to OKR software
  • OKR examples to facilitate an effective start

Cons

  • Set up may be complicated
  • The UX can be difficult to navigate at times

Pricing

Weekdone is free for upto 3 users. The pricing for 4-10 users starts at $90 per month, billed annually and increases as the number of team members increase. There is a free trial available for 14 days for 4 or more users

Top OKR software for startups

Out of the 11 OKR software mentioned above and others, we have curated a list of top OKR software for scaling startups. 

These OKR tools focus on specific needs of fast growing organizations including limited budgets, growing and dynamic teams, limited bandwidth, changing expectations and the need for handholding and OKR coaching from time to time. 

The below section also mentions the specific reasons that make the selected OKR software ideal for startups.

1. SuperBeings

  • Provides the capability to scale up with addition of team members
  • Automated reporting, check-ns and AI recommendations to save time
  • OKR coaching for new managers for goal centered 1:1 conversations
  • Onboarding support for better OKR adaptation
  • Priced at only $3 per user per month 

2. Weekdone

  • Free customization and adaptation
  • Free version for very small teams
  • Specialized OKR coaching

3. Engagedly

  • Automated performance and OKR reviews
  • Highly customizable
  • Advanced analytics

4. Koan (by Gtmhub)

OKR and status tracking software ideal for fast growing organizations with free services option

Key features

  • Align daily operations and fixed goals
  • Insightful weekly goal status update
  • Shared visibility and view of OKRs across the organization

Pros

  • Flexible tracking of OKR progress
  • Tree view to track relationship between objectives and key results
  • Free basic functionalities for unlimited users and teams

Cons

  • 1-o-1 feedback missing
  • Limited customization capabilities

Pricing

Koan offers a free tier for single teams that need basic functionalities. Pro tier with advanced functionalities, integrations, etc. is priced at $6.00 per user per month, billed annually. 30-day free trial is available for Pro version

5. Poplebox

OKR Software to align and track goals and priorities strategically and automatically with a provision for OKR coaching

Key features

  • Presence of OKR coaching to facilitate effectiveness
  • Customizable and presentable dashboards with charts, KPIs & narration
  • Robust integration for data extraction from tools like Jira, MySQL, Hubspot, Google Sheet, etc.

Pros

  • Easy onboarding and zero training time
  • Single dashboard view of all OKRs
  • OKR hand holding with expert coaches

Cons

  • Option to update activities while reviewing own goals missing
  • UX can be better like users have trouble signing in at times

Pricing

The pricing starts at $7.00 per user per month for OKR+ Peformance suite. A demo and a 14-day free trial is available.

Key considerations to choose the best OKR software

Before we conclude, this final section will help you understand that as a growing organization, what are the top 4 things you should consider while making a choice for the best OKR software. Invariably, you will have to assess the features and align them with your needs. In addition you must:

1. Consider the price point

Ensure that the OKR software is well within your budget. You can start with the basic plan for the OKR software mentioned above and then upgrade as per your need. Mostly, your budget should be around $6.00-$8.00 per user per month. 

However, there are a few OKR software that do offer free services upto a certain number of users and SuperBeings which is priced at $3.00 per user per month with varied advanced features. These can be effective choices to help you scale up your OKR commitment effectively. Book a free SuperBeings tria

2. Check for free trial

As a growing organization, you may not have a complete clarity of what exactly you need and commitment to an OKR software without testing it for a few weeks can be challenging.

Therefore, do check with the OKR tools if they offer a free trial. Most of the tools ideal for growing organizations offer free trials for 14-30 days and can help you make an informed choice.

3. Team size

Next, you need to ensure that whichever OKR software you choose, it can support your team size and growth plans. Additionally, some OKR tools have different plans for different numbers of team members. Be cautious while choosing the plan ideal for you. 

If you choose a bigger plan than what you need, you will not only end up spending more, but your team members may also struggle with functionalities that might not be relevant to your use case. 

4. Integrations

Finally, you need to check whether or not the OKR software is offering integrations. It is important to have integrations with your preferred productivity or communication tool to prevent unnecessary context switching to update OKR status, respond to surveys, etc. Most OKR tools like SuperBeings offer comprehensive integrations with Slack, MS Teams, Jira, Asana etc. You need to pick the software that provides the right integration for your team needs. 

Wrapping Up

The OKR framework has proven to help many fast growing organizations in setting strategic goals and achieving them effectively. Adoption of the right OKR software can help you augment the effectiveness of your OKR process with seamless tracking, coaching, insights and much more. 

If interested, book a free demo with SuperBeings today. 21-day free trial. No credit card required

Suggested Reading

How to calculate the ROI of an OKR software

How to find the right OKR software

The ultimate guide to OKRs (downloadable PDF)

Sudeshna Roy

Marketing, SuperBeings

Hi There! I am Sudeshna. At SuperBeings, I lead our content strategy to bring you the best and latest on everything related to people management

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How to write 360 feedback questions: 50+ examples and free template

If you are trying to design a continuous and comprehensive performance management system, you would know the importance of conducting a 360 degree feedback. However, to make this exercise most effective, you need to go beyond simply involving everyone in the process to getting the process right — most importantly asking the right feedback questions to each stakeholder. This article will focus on how to write 360 feedback questions that create maximum organizational impact. 

What to include in your 360 feedback questions?

Let us quickly start by understanding what you must include in your 360 feedback questions to make it more effective.

  1. Focus on performance related as well as personality oriented questions 
  2. Ensure they do not send the person answering the question on a wild goose chase, make them relevant
  3. Eliminate any form of bias that might come along the way
  4. Cover different aspects of employee’s contribution and commitment to the organization
  5. Focus on aspects of how the employees see themselves, how their managers, peers as well as others see them

Read: How and when to conduct 360 degree feedback

How to write excellent 360 degree feedback questions? 

Without wasting any time, let’s dive into the 10 tips that can help you in writing excellent and effective 360 feedback questions.

1. Keep the questions simple

Keep the language easy to understand and avoid using technical jargon. Make sure everyone is able to gauge the same meaning of the question and the focus is not lost in translation.

2. Build on them throughout the year

Keep adding the questions list for your next 360 degree feedback to your records throughout the year. 

Since 360 feedback should focus on all aspects of an employee, if you add questions at different times, they will be more relevant

3. Frame the questions in a bias free manner

Ensure that the questions don’t have an inherent bias or don’t push or influence the respondent to answer in a specific manner. Make sure that the questions can have varied options as answers and not a singular focus because that’s what you want as a result. Furthermore, the questions should not create a bias in the mind of the reader of any kind. 

4. Be specific

Focus on one specific attribute or competency for each question. Don’t try to include everything in a single question to keep the number of 360 feedback questions low. You will end up receiving responses for only a part of the question and it will confuse the respondent too. For instance, if you want to talk about collaboration, do not couple it with factors like leadership skills or problem solving. 

5. Identify competencies that matter

Before you start framing the questions, identify the key competencies that are most important for your organization as well as the role. Competencies could include communication, innovation, strategic thinking, etc. 

6. Check the relevance of the questions to the role and organization

Make sure that as a whole, all the questions cover all aspects you want to gauge the employee on from an organizational and functional role perspective. However, don’t overstuff too many competencies, keep them relevant to the employee in question. For instance, a person in sales may not need a question on technology knowledge as a part of 360 feedback questions. 

7. Be clear on the objective of each question

In addition to being specific, be clear on what you wish to gauge or understand with every question you ask. For instance, a question on whether or not the employee pays heed to the opinion of others can help understand the level of active listening and a spirit of inclusion. 

8. Choose the right type of questions

You need to have a fair balance between open ended and close ended questions. 

  • The close-ended 360 feedback questions will help you gauge the pulse of the organization as a whole, analyze trends and have clear data points to focus on. 
  • The open ended questions will enable you to get a context and understanding behind the trends and get deep down insights to taking strategic action. 

9. Make the process easy

A very long or complicated process is likely to reduce participation and defeat the purpose. Therefore, keep the count of 360 feedback questions to a maximum of 30-40 and make it very easy to participate and complete the same. Preferably, disseminate it through your existing communication/ collaboration tools. 

10. Ensure evaluation is simple

Finally, make sure that the questions are framed in a way that is simple to evaluate. Too complex evaluations might take too much time and delay the action and execution, leading to reduced faith and impact on 360 degree feedback. 

Best 360 feedback questions for different contexts: 50+ examples

To ensure that your questions are relevant and specific, you can start with writing 360 feedback questions for different situations and contexts. Put simply, in this section, we will focus on what you should be asking and when. It will also help you in picking the right questions for the right employees, instead of bombarding everyone with the same questions.

8 questions to measure manager effectiveness

These questions will help you understand what your team members think about the overall management at your organization and the effectiveness of specific team leadership.
  1. What are some areas of improvement for your manager?
  2. Do you receive adequate mentorship from your manager?
  3. Does the manager treat all employees fairly and with respect?
  4. Is the manager able to encourage and motivate the team effectively?
  5. Is your manager able to address challenges and problems you come across?
  6. Does the manager provide a clear understanding of what needs to be done and why?
  7. Does your manager provide you with the resources needed to accomplish the tasks delegated?
  8. Does your manager create a safe and inclusive environment to work? Elaborate with some instances.

8 questions to understand how well your employees are communicating

These questions can help you understand the level of communication efficiency in your organization to ensure there is no gap between intention and execution.

  1. How well does the employee listen to the task/work?
  2. Does the employee welcome conversation and discussion?
  3. Does the employee share his/her ideas with a larger group?
  4. Is the employee open to opinions/ suggestions made by others?
  5. How well is the employee able to communicate with the coworkers?
  6. Is the employee comfortable in giving presentations/ demonstrations?
  7. Is the employee able to communicate clearly with customers? Illustrate with a few instances.
  8. Do you think the employee understands your instructions and clarifies in case of confusion?

8 questions to identify potential leaders

Use these questions to identify and nurture employees that show leadership potential to build an effective succession pipeline.

  1. Do you think the employee can make critical decisions?
  2. How well is the employee able to perform under pressure?
  3. Does the employee take ownership and initiative of projects?
  4. Is the employee able to mentor and guide others in the team?
  5. Are you able to rely on the employee in case of an emergency?
  6. Does the employee take leadership in projects? Elaborate with an example.
  7. Is the employee able to address challenges and problems for other team members?
  8. Does the employee invest time and energy into picking up leadership and other skills?

8 questions to measure the level of motivation and commitment

These questions can help you understand how committed your employees are towards the organization, which will impact their level of engagement and quality of work. 

  1. Do you think the employee is giving their 100%?
  2. Does the employee motivate others in the team?
  3. Does the employee voluntarily ask for more work?
  4. Does the employee show motivation towards his/her work?
  5. How do you gauge the level of motivation for the employee?
  6. Has the employee been vocal about what he/she feels most motivated about?
  7. Does the employee go out of the way to finish their work/ help others? Give an example.
  8. Is the employee’s level of motivation consistent or does it vary based on different factors like nature of tasks, time of the year, etc.? Elaborate.

8 questions to understand the level of problem solving capabilities

You can leverage these questions when you wish to understand which employees are quick to think on their feet and will be able to address problems/ challenges that might come their way. 

  1. Is the employee able to recognize and evaluate a problem?
  2. Is the employee open to asking for help when a problem arises?
  3. Is the employee confident about navigating a problem independently?
  4. How open is the employee to different suggestions to problem solving?
  5. Does the employee offer solutions when you face a problem as a group?
  6. Does the employee take ownership of executing solutions to the problems?
  7. Has the employee been able to come up with solutions that have been implemented effectively?
  8. How innovatively or creatively is the employee able to come up with solutions? Share a few examples.

8 questions to know how well your organization and employees are aligned

These questions can help you gauge the level of alignment between what your organization stands for and the core values/ beliefs of your employees. 

  1. Does the employee’s behavior reflect company values?
  2. Does the employee understand the organizational goals?
  3. Is the employee aware about the core values of the company?
  4. Is the employee passionate about what the organization does?
  5. Is the employee open to aligning his/her goals with organizational goals?
  6. Does the employee make an effort to contribute beyond their annual KPIs?
  7. Is there an alignment between the company and employee goals? Elaborate.
  8. Does the employee understand the rationale and purpose behind each value?

Read: Strategic goal alignment: How to align team and organizational goals

8 questions to measure the interpersonal skills

Focus on these questions when you want to understand how well your employees are able to connect with their peers and other stakeholders.

  1. Is the employee easy to collaborate with?
  2. Is the employee a team player? Elaborate.
  3. Does the employee foster a culture of inclusion?
  4. How well is the employee able to connect with others?
  5. Is the employee willing to make extra efforts to help others out?
  6. Does the employee believe in open discussion with the entire team?
  7. Does the employee show empathy and compassion for team members?
  8. How often does the employee have conflict with others? How does he/she resolve the same?

8 questions to gauge the efficiency of your team members   

These final set of questions can help you gauge how efficiently the employees are able to get work done. This points to the presence of the right skills to utilize resources in the best way possible.

  1. How efficient is the employee? Give examples
  2. Does the employee utilize resources efficiently?
  3. Is the employee able to finish his/her work on time?
  4. Is the efficiency of the employee consistent over time?
  5. Does the employee meet the expected quality of work?
  6. Is the employee able to augment efficiency for all tasks?
  7. Has the employee shown any improvement in processes?
  8. Has the employee been able to facilitate efficiency across the team?

Free template for 360 feedback questions

To keep the entire survey with 360 degree feedback questions interesting and engaging, you can experiment with different question formats and templates. While some of your questions can have simple Yes/No answers, some can have multiple choices along with room for providing open ended answers as well. Here is an easy to follow template you can leverage.

  • Pick a key competency
  • Identify attributes for the competency
  • Create a spectrum of responses
  • Supplement it with open ended questions

Example of 360 feedback questions template

Key competency: Strategic decision making

Top line: The employee/ subject name is able to

Attributes: 

  1. Make decisions under pressure
  2. Consider all possible outcomes and scenarios
  3. Bring everyone onboard and facilitate collaborative decision making

Spectrum

  1. Strongly agree
  2. Agree
  3. Neither agree or disagree
  4. Disagree
  5. Strongly disagree

Open ended questions

  1. Share a few instances where the employee has been able to make strategic decisions for the organization
  2. What are key areas to improve for the employee as a strategic decision maker?

How to ensure validity and reliability of a 360 degree feedback report?

Once you roll out the survey with your 360 feedback questions and receive the answers, you need to analyze the responses to come up with a final report and plan of action. However, any response analysis is subject to biases and other factors which might put the validity and reliability of the report into question. Fortunately, you can leverage these following practices to eliminate such instances:

  • Create a team of at least 8-10 reviewers from diverse backgrounds, teams and experiences
  • Have a clear and uniform process of analysis based on a fair understanding of different meanings
  • Cross analyze responses among different reviewers to ensure a consistency of understanding
  • Create the report and take it back to a small group of employees to gauge whether or not they align and agree with the results and next steps
  • Encourage greater discussion on open ended questions

360 degree feedback FAQs: Common concerns for managers answered

Before concluding this article, we would like to discuss the top 8 questions that most managers have when it comes to 360 degree feedback, highlighting concerns they may be having.

1. How to encourage team members to rate their peers?

Highlight how the performance and feedback on the performance of others is likely to have an impact on their performance too. Make them believe they can be an integral part of the growth journey for their team members.

2. How to ensure accurate ratings and feedback?

Make the feedback anonymous to prevent sugar coating. At the same time, do not rely upon a single review as the ultimate feedback for any employee. Analyze at least 2-3 feedback responses for each employee to get the real picture. 

3. How to make the process time effective?

Leverage technology platforms to roll out the surveys and collect responses. Furthermore, you can rely on the NLP sentiment analysis to gauge insights from open ended questions in addition to trend generation based on quantitative questions. 

Check out how SuperBeings can help you conduct seamless 360 degree feedback. Book a free demo today

4. How to increase participation?

Highlight the positive impact of participation as a whole. Make it an interesting part of the employee lifecycle. Provide employees designated time within their work schedule to provide feedback. Do not make it an added burden. Additionally, keep the process simple with not a lot of questions at once. 

5. Should the 360 feedback process be anonymous?

Depending on the nature of the organization you can decide on the level of anonymity. Facilitate anonymity will help you fetch greater and more authentic responses. However, sometimes, you might struggle with context in this case. Therefore, you should adopt an approach of flexible/ partial anonymity.

6. How to secure leadership commitment?

Create a business case for 360 degree feedback. Illustrate how it can lead to a better employee experience, strategic learning and development, greater employee retention and other aspects which can lead to better performance and productivity. 

7. How to prevent biased responses?

Ensure that your questions are neutral and don’t lead to a specific sentiment or response. For instance, if you want to gauge punctuality for an employee, don’t use statements like do you think the employee is always late to work, rather focus on how would you rate the punctuality and sense of time for the employee?

8. How to prevent recency bias?

Try to conduct 360 feedback on a regular basis and not wait for the end of the year to ask all the questions. Maintain a cadence to gauge responses. 

Wrapping Up

As we end this discussion, it is clear that if you want to write 360 feedback questions in an effective way — you need to adopt an all encompassing approach, taking into account the different aspects of employee attributes, performance, personality and behavior. 

It is, therefore, ideal to leverage platforms like SuperBeings to help you roll out, gather and analyze the responses using NLP and automation for best results. You can leverage our best practices to not only get the questions right but to also enable your managers to facilitate employee development at the end of the process. 

If interested, feel free to book a demo today. No initial commitment required.

Suggested Reading

How and when to conduct 360 degree feedback

Continuous feedback in the workplace: The quick guide

150+ performance review phrases

Performance
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x
min read

100+ Most Useful Self Appraisal Comments for Your Next Performance Review

In the recent years, there has been a lot of attention that is being given to employee feedback, performance reviews and evaluation as a part of the whole performance management system

While a major focus has been to prepare managers to give feedback in a constructive and effective manner, paying attention to employee self evaluation is equally important. Knowing what self appraisal comments to use can play a major role in helping employees to effectively reflect and evaluate their performance and convey it effectively to the rest of the team. 

Purpose of self appraisal

The purposes of employee evaluation and performance review in general have been talked about time and again. However, self appraisal takes the process of evaluation at a very personal and individual level, leading to a more pronounced understanding of an employee’s performance. Some of the top benefits of employee self assessment include:

  • Getting a true reflection of the contribution an employee perceives he/she has made to the organization
  • Ensuring that the employee formally makes an effort to evaluate their developmental areas
  • Facilitating self awareness for employees to ensure they are able to see the true picture
  • Helping the employees navigate their next steps in the professional journey

Read: Employee self assessment: How to write a great one 

Benefits of self appraisal for the team and manager

In the section above, we have talked about the purpose or the need of self evaluation mostly from the perspective of the employee. However, self appraisal, when done correctly, has equally compelling benefits for the team as well as managers. A quick snapshot is captured below:

1. Higher engagement

With self appraisal, employees become active participants in their review and appraisal process, rather than simply being passive recipients. Consequently, they feel valued, motivated and the level of engagement increases. Furthermore, with greater engagement, levels of commitment, retention and productivity go up. 

2. Greater alignment

When employees take a step back to reflect on their performance with self appraisal, they become more receptive to diverse ideas. Put simply, in the absence of self reflection, they will have a hard time gauging where they need to improve. Consequently, they will be defensive when a manager or the team gives them feedback on the same. However, self evaluation will help them accept the gaps and be open to learning and growing. 

3. Development of a problem solving mindset

When employees reflect on their performance and identify the development areas, they will don a problem solving hat on to accelerate their professional journey. Through the course of time, this problem solving attribute will become a part of their skill set which will benefit the team and the manager greatly. 

4. Higher accountability

As a result of greater alignment due to self reflection on the strengths and areas of development, teams will see a greater sense of accountability to bridge the gaps identified. Under conventional circumstances, performance improvement might be seen as just a tick in the box by employees. However, after self appraisal, employees truly acknowledge and accept the need to bridge those gaps and take greater ownership and accountability. 

100+ self appraisal comments 

Now that you have an understanding of why self appraisal matters, let’s quickly look at how to make it most effective. If you are experimenting with self evaluation for the first time, it can be an overwhelming activity for your employees. It is human nature to feel uneasy when you’re expected to evaluate your own performance. However, if you provide your employees with some comments they can use for self evaluation as a starting point, you can make the journey easier for them. 

Put simply, self appraisal comments are common statements that can be customized by your employees during the self evaluation process, especially, if they find themselves at a loss of words to describe their performance

These phrases are available for both strengths and areas of development to help employees paint a realistic picture of their performance. Here are the top 100 self appraisal phrases that you can use for different performance parameters.

1. Communication phrases

Use these self phrases to reflect on your clarity of communication, willingness to listen to others, etc. 

Positive self appraisal comments

  1. I am able to clearly share my ideas and opinions with the team 
  2. I keep my team members duly informed about my work and progress
  3. I ensure that I respond to all emails in a timely and professional manner
  4. I actively listen to and comprehend what others have to say
  5. I excel at storytelling and presenting my ideas in front of a large audience

Phrases that indicate need for improvement

  1. I find it difficult to get the right words to express my views
  2. I am able to write down my thoughts well, but struggle to communicate them verbally
  3. I hesitate in communicating my ideas to the top leadership
  4. I get overwhelmed when I have to present to a large group
  5. I need to work more on my email writing skills

2. Reliability phrases

These self evaluation phrases reflect how reliable or dependable you are for your team members, especially under special circumstances.

Positive self appraisal comments

  1. I diligently follow up on the work allotted to me
  2. I have been able to meet 80% of the deadlines and have proactively informed about delays with the reason for all other times
  3. I promptly respond to emails 
  4. I have an organized to-do list to ensure no work falls through the cracks
  5. I ensure high quality of work consistently

Phrases that indicate need for improvement

  1. I struggle to meet the deadlines more than 60% of the times
  2. I find it hard to deal with multiple tasks at once
  3. I get overwhelmed when the entire project depends upon me
  4. My goal is to deliver at least 70% of the projects on time
  5. I seek to be more proactive in communicating any delays to the leadership team

3. Ownership and initiative phrases

Using these self appraisal phrases can help indicate how invested or engaged you are in taking ownership of work without being asked to at times. 

Positive self appraisal comments

  1. I like to participate in activities beyond my KRAs
  2. I have taken ownership of at least 40% new projects allocated to our team
  3. I am the first person in the team to raise my hand for something new
  4. I enjoy spending 15-20% of my time on projects that I manage end to end
  5. I took the ownership of the biggest client last quarter and the sales went up by 10%

Phrases that indicate need for improvement

  1. I often shy away from taking responsibility and ownership of any project
  2. I restrain myself to being a contributor than taking ownership and managing projects
  3. I intend to take ownership of at least 1 new project in the next quarter
  4. I find it difficult to take part in activities beyond my defined work
  5. I intend to seek support from my manager to help me in getting over the phobia of underperforming when given the ownership 

Similar Read: 150+ performance review phrases for managers 

4. Attendance phrases

The following self appraisal comments are important to help review your performance on the basis of how punctual and attentive you are.

Positive self appraisal comments

  1. I always arrive office on time
  2. I attend all meetings and inform in advance in case I am not able to attend any
  3. I respect other people’s time and ensure that all my meetings start and end on time
  4. I plan my time off in advance and inform my team members about the same
  5. I do not take unnecessary breaks during office hours

Phrases that indicate need for improvement

  1. I seek to be on work every time, and bridge the occasional gap that exists right now
  2. I intend to plan all my vacation days in advance
  3. I will ensure that I plan my meetings in advance with a clear agenda to ensure they don’t last longer than intended
  4. I sometimes get carried away during breaks, I will ensure that I adhere to the break schedules
  5. I will account for different factors and leave house early to reach office on time

5. Teamwork phrases

Use these self evaluation phrases when you want to highlight your strengths/ areas of improvement of working with the team, your collaboration skills, etc.

Positive self appraisal comments

  1. I go out of the way to ensure that my team members are able to deliver their best
  2. I actively seek inputs from all team members on every project
  3. I actively participate in brainstorming sessions and team discussions
  4. I encourage other team members to share their perspectives
  5. I get along with almost everyone in the team

Phrases that indicate need for improvement

  1. I find it a little difficult to mix up with all the team members
  2. I will work on my confidence to share my ideas with the team
  3. Occasionally, I tend to overlook the ideas shared by others, which I will work towards
  4. I will focus on delegating work correctly to ensure maximum impact
  5. I will attend most of the team meetings and participate actively

6. Creativity phrases

Creativity self appraisal comments can help you in reflecting on how effectively you are able to come up with novel and innovative solutions to challenges and new ideas to augment the impact and value created.

Positive self appraisal comments

  1. I am able to pivot my priorities and come up with new ideas based on changes in a project requirement
  2. I like to experiment with new ways of addressing a problem 
  3. In the last quarter, I came up with a new marketing solution that increased our organic traffic by 15%
  4. I am able to think out of the box even in pressure situations
  5. While I rely on standard processes, I am not afraid of taking the risk to try something unique that can lead to better results

Phrases that indicate need for improvement

  1. Occasionally, I find it difficult to break free from the established process for any task
  2. I feel that at times, I restrain my creativity in the face of practicality
  3. In the next quarter, I will focus on accepting new ideas and ways of work
  4. Sometimes I make the situation more complex by adding too much creativity, when only a simple solution is needed
  5. I tend to shy away from sharing my innovative solutions, preventing higher impact

7. Attention to detail phrases

The following phrase can create a picture of your quality of work and how much attention you pay while undertaking a particular task during your self reflection process. 

Positive self appraisal comments

  1. I check all my work at least 3 times before submitting
  2. I have a detailed to do list to ensure nothing falls through the cracks
  3. Most of the work I deliver has negligible errors
  4. I am extremely patient with each project I work on to deliver the best
  5. I ensure delivering consistent quality of work in at least 90% of the projects

Phrases that indicate need for improvement

  1. When I am working on multiple projects, I tend to miss out on attention to detail
  2. Occasionally, when I am in a hurry, I tend to overlook minor errors
  3. I miss proofreading my work at times
  4. I find it hard to prioritize work, leading to some inaccuracies at times
  5. I aspire to become more organized in the near future to ensure all requirements are taken care of

8. Job knowledge phrases

You can use these self appraisal comments to illustrate how well you understand what is expected out of you and how well you are able to deliver on the same. 

Positive self appraisal comments

  1. I have a clear understanding of what I am expected to do as a part of my role
  2. I understand the value my work is able to contribute to the overall organizational success
  3. I was able to meet 80% of my OKRs in the last quarter
  4. I stay updated on the latest trends and insights in my field
  5. I take up training and upskilling every quarter to stay relevant for my role

Phrases that indicate need for improvement

  1. Due to a multifunctional role, I find it difficult at times to understand the expectations
  2. I sometimes struggle to explain to others what I do
  3. I am not sure how I am able to create an impact for the organization
  4. I seek to increase meeting my job expectations by meeting at least 70% OKRs in the next quarter
  5. Occasionally, I find myself unprepared for the role, and plan to take up courses to address the same

9. Customer satisfaction phrases

Customer satisfaction self evaluation performance phrases help gauge how effectively you are able to address customer requests or complaints that leads to a higher Net Promoter Score, brand credibility, etc. 

Positive self appraisal comments

  1. I respond to all customer queries within 24 hours
  2. I have been constantly receiving high remarks on customer satisfaction surveys 
  3. I am always calm and patient when dealing with customer complaints
  4. I have been able to increase the customer lifetime value for my customers by 15% in the last year
  5. I am able to answer difficult questions for customers in a professional manner

Phrases that indicate need for improvement

  1. At times, I find it difficult to respond to customers in a timely manner
  2. I intend to ensure that I become more patient while dealing with customer complaints
  3. I sometimes get overwhelmed when a customer raises an objection, which I seek to overcome
  4. While I am able to handle customer service over phone/email, I intend to achieve the same for in-person customers
  5. I intend to improve my score on customer satisfaction surveys by at least 10% in this quarter

10. Growth and development phrases

Finally, these self-appraisal comments can help you highlight your growth plans towards your professional development and impact on the organization.

Positive self appraisal comments

  1. I set personal growth plans every month to ensure a healthy balance
  2. I have taken 2 trainings in the past quarter
  3. I have a clear 5 year vision for my career and am taking ‘abc’ steps towards it
  4. By the end of the year, I plan to complete 5 trainings in my domain
  5. I believe learning and development is integral to success

Phrases that indicate need for improvement

  1. I sometimes find it difficult to make time to upskill myself
  2. In this quarter, I will try to take up at least two courses on technical skills
  3. I struggle to identify the right courses for my skill set
  4. I tend to leave trainings in between occasionally
  5. In this quarter, I will focus on creating a professional development plan for myself

Self appraisal template 

With a broad understanding of the more than 100+ self appraisal comments that you can use as a part of your self evaluation process, let’s move to this concluding section. Here, we will focus on sharing a few templates that employees can use to articulate their performance in an effective manner. 

The self evaluation phrases mentioned above can be added at the right places in these templates to give a holistic picture of one’s performance. A few things to focus on include:

  • What you did
  • What was the result
  • What was the overall impact
  • What were your learnings
  • What are some areas of improvement

Template 1: Positive impact

In the last <performance period>, I have successfully <activity/ initiative undertaken> which led to <tangible impact (metrics)> for the organization. 

My focus was on <a detailed view of everything that was done> which resulted in <accomplishments>. 

Overall, I believe that I have been able to create an impact by achieving <top 3 achievements> and seek to amplify the same in the future. 

Template 2: Areas of improvement

I believe that the last <performance period> has been full of learning and development for me. 

While I was able to <quick snapshot of achievements>, I acknowledge that I need to pay attention to <areas of improvement>. 

I believe that this focus will help me <intended outcome for improvement>. 

Towards this, I will ensure that I consistently work towards <improvement plan (courses, behavioral changes)> to achieve <SMART goal>. 

Wrapping Up

That said, self appraisal is an extremely crucial step of performance review. As a manager you must encourage your team members to provide honest reflection on their performance without being afraid of any negative consequences. Apart from providing the self appraisal comments mentioned above, you can also use assessment tools to make self appraisal a common practice within the organization. 

Custom Pulse Surveys by SuperBeings can help you with understanding their needs and help you support them better. If interested, book a free demo today.

Suggested Reading

Employee Self Assessment: How to write a great one

150+ performance review phrases for managers

How to use custom pulse surveys to enhance employee experience

Performance
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x
min read

Employee Self Assessment: How to Write a Great One

Holistic performance reviews are integral for any organization that seeks to create a high performance culture. However, the nature of performance appraisals has undergone significant transformation with a focus on 360 feedback and review. 

One of the key pillars for the same is employee self assessment and self appraisal. Through the course of this article, we will share with you why self assessment is important and how you, as a manager, can help your employees get it right to facilitate maximum impact. 

Decoding the meaning and importance of self assessment

As the name suggests, employee self assessment or self reflection is the practice or process where employees reflect on and assess their performance over a period of time to identify accomplishments, development areas and other performance aspects

The aim of self assessment is to get the employees’ view of their performance and add the information and data to manager and peer feedback. This can enable organizations to get a holistic understanding of the employee performance and gauge the overall contribution, some of which might be invisible from a macro view. Here are a few reasons why employee self assessment as a tool for performance review makes sense for growing organization:

  • Understand employee’s side of the performance story on what has been their greatest contribution, blockers, development areas, etc. 
  • Gauge aspirations of the employees to align OKRs and engagement plans to facilitate high levels of performance
  • Enable employees to reflect on their contribution as well as challenges faced by them to get an understanding of where they stand in the overall organizational vision
  • Help managers gauge employee strengths and identify accomplishments that may not be overtly visible
  • Empower managers to bridge the gap between their perception of the employee performance and the self reflection of the employee 

When is the ideal time for employee self assessment?

With the rise of continuous performance management and regular review and appraisal, your self assessment process should follow a similar approach. 

Instead of pushing employees to assess and reflect on their performance at the end of the year, you should encourage them to conduct regular self assessment

On one hand, regular and continuous performance linked self appraisal by employees will ensure that no part of their performance goes unnoticed. On the other hand, it will constantly give them a chance to reflect on their performance and improve on the development areas on the go, instead of waiting for the year end. Invariably, they will embark on the path of development and improvement at an accelerated pace. 

Here, if you leverage employee pulse surveys which are short and frequent in nature, you can ensure consistent and continuous self reflection from employees. With as frequent as one question a day, you can encourage your employees to build a culture of performance-oriented self assessment. 

How can employees get self assessment right

With self assessment and reflection being a fairly new practice to performance management, many organizations and employees struggle with getting it right. 

While some believe that employees might see it as a chance to explain their bad performance, others believe that it might end up biasing the manager’s perspective. 

However, when done right, employee self assessment can be an extremely powerful tool to facilitate a high performance culture. Here are a few tips to get your employees conduct performance self assessment the right way:

1. Be open and honest

Encourage your employees to be open and honest. Employees must not see self assessment as a place for self aggrandizing in the hope of a better rating, rather an honest assessment of one’s performance. 

For self evaluation to be effective, your employees need to reflect on their performance without the worry of being penalized for identifying areas of development and improvement 

It is important to not see self assessment as the sole foundation for promotions and appraisals, but rather as a journey towards growth. 

2. Reflect on the OKRs

Next, persuade your employees to reflect on their OKR performance. The idea is not only to assess what has been achieved with OKR grading. It should also include reflections from OKRs about the possible enablers and blockers to further refine them for the next performance period. The employee must be guided to reflect on what helped achieve the OKRs and what other support is required as well as what he or she would personally like to work towards. 

Download: Free OKR grading template

3. Incorporate feedback from managers and peers

Third, when self assessing for performance review, employees must incorporate feedback from their conversations with managers and peers. If your organization has a culture of regular 1:1s, this will be very easy for your workforce. The idea here is to motivate your employees to reflect on what feedback they have been able to gauge and whether or not according to them their performance is a reflection of the same. 360 degree feedback can also be a helpful tool for employees to understand all aspects of their performance.

Factors like what did the manager praise about their performance or what did a coworker thank them for are very important for self assessment. 

Read: Top 50 1:1 meeting questions for great managers

4. Identify challenges and opportunities

Finally, as a part of performance review self assessment, employees need to reflect on the challenges and opportunities, both internal and external. Internally, they need to assess their attributes, skill sets and aspirations and align them with the expectations to gauge their level of performance. Similarly, external factors like resources, team support and their impact on performance needs to be documented. 

Best practices to write employee self assessment

When you share these above mentioned tips with your team members, they are bound to ask questions about the best practices for writing or filling up self assessment surveys in the most effective way. We have you covered for that as well. Here are a few quick tips to help your employees write effective self assessment:

  • Be focused and get to the point of reflecting on your performance quickly
  • Do not shy away from appreciating or praising yourself, be an advocate for yourself
  • Illustrate your USP as a part of your team i.e. be specific about what sets you apart
  • Clearly highlight your contribution — towards a project, to overall team work, etc.
  • Use figures and data wherever possible
  • Highlight the impact of your work, it could be in the form of more sales, stronger pipeline, etc. depending on your role
  • Reflect on your OKRs to see what you were able to achieve and what you couldn’t, document the reasons
  • Clearly mention your development areas, it will help your managers see that you are open to suggestions

Read: How to go from performance management to employee development 

Employee self assessment questions and templates

If you look at these best practices closely, you will realize that the key to writing effective self assessment also lies in the questions that you ask. 

Simply asking an open ended question like reflecting on your performance will seldom yield any substantial responses, mainly because your team members will struggle with starting their answers

Therefore, we have compiled a list of questions and potential answer prompts/ templates to help you make self assessment a part of your performance review process effectively.

Top 10 self appraisal questions

  1. What are the key responsibilities you have taken up in the past <performance period>?
  2. How would you describe your performance in the said period?
  3. What have been your greatest accomplishments?
  4. What are the top 3 skills that have helped you excel professionally?
  5. What are a few skills that you would like to work on in the next 3-6 months?
  6. Have your goals changed over the past <performance period>? If yes, how?
  7. Have you been able to achieve your set goals?
  8. How do you plan to achieve your goals for the next <performance period>?
  9. What are some development areas that you have identified for yourself in the past <performance period>?
  10. How would achieving your goals impact your professional journey as well as the organization?
Also read: 150+ useful performance review phrases to start using today

Top 10 employee self assessment answer prompts

  1. I have been able to increase sales by x%
  2. I have maintained a response time of 24 hours for all stakeholders
  3. I helped and supported the efforts of an external team to help them reach their targets 
  4. I appraise my team members of my targets and updates on a weekly basis
  5. I exceeded my target by y%
  6. I believe I would benefit from <improvement area>
  7. In the coming months, I would like to focus more on <skills> to ensure <impact>
  8. I would like to do more of <development area>
  9. I believe refining my <development area> will help me leverage my <strength> better
  10. I wish to achieve <goal> and would work towards <development area> for the same

Role of managers in facilitating effective employee self assessment

Ensuring impact with self assessment is not only dependent on your team members. There are several ways in which managers of an organization can help build a culture of effective self evaluation. 

Create an open culture where employee self reflection does not become the sole tool to penalize or promote employees, see it as an extended glimpse of performance
  • Encourage your team members to reflect on their performance without the fear of it being used against them
  • Provide constant and regular feedback to enable employees to reflect on their performance in real time
  • Use the right tools to make employee self assessment a common practice across the organization
  • Do not comment on the self assessment for any employee as it being correct or incorrect
  • Create a dialogue around the self evaluation to understand the employee better and deliberate on each point, don’t assume

Wrapping up

As we come to an end, it is clear that employee self assessments are an integral part of performance reviews and if conducted in the right manner have the potential to drive a high performing culture. However, we understand that administering and facilitating participation for self assessment can be daunting, especially for a growing organization. 

Fortunately, custom pulse surveys by SuperBeings with automated sending and reminders, along with NLP based sentiment analysis can take care of the same for you. If interested, book a free demo today to learn more. 

Suggested Reading

How to use custom pulse surveys to enhance employee experience

How 360 degree feedback can help managers

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