How do I check-in for Key Results?

Profi.co allows you to report your progress on your key results at different OKR levels.

Why are key result check-ins important?

Key result check-ins are fundamental to effective OKR management and accountability. Here's why this feature matters:

• Progress Tracking: Check-ins enable you to input a metric-related value to accurately measure your Key Result progress.
• Confidence Indication: It gives you the chance to indicate your key results status (or how confident you are that you'll be able to complete it).
• Context and Communication: Additionally, you can add comments to provide context for those tracking your KRs, enabling better collaboration and transparency.
• Real-Time Visibility: Keep stakeholders informed about current progress
• Early Warning System: Identify risks and obstacles before they become critical
• Accountability: Demonstrate commitment to achieving objectives

What is a key result check-in?

A Key Result check-in is a regular update where you record progress toward your Key Result target. It serves as the primary mechanism for tracking OKR progress in Profi.co.

Key Components of a Check-in:

• Progress Value: The actual metric or completion percentage
• Status: Your confidence level in achieving the Key Result
• Comments: Context, updates, challenges, or wins
• Timestamp: When the check-in was recorded
• Optional Attachments: Files, audio, or video supporting your update

Check-ins create a historical record of progress, helping teams understand trends, identify patterns, and make data-driven decisions.

How do I perform a Key Result check-in?

There are two main methods to check in on your key results:

Method 1: Check-in from OKR List View

Step 1: 

• Navigate to OKR from the left navigation panel
• Locate the required Key Result you want to update
• Slide the Progress bar of the Key Result to record your progress

Step 2: 

A check-in side panel will open where you can provide:

• Progress value: Enter your current metric or percentage
• Status of the Key Result: Indicate your confidence level
• Comments: Add context, updates, or notes
• Click Update to save your check-in

Note: End-of-year projection status can be enabled from Settings → OKRs → Outcome under Status Tracking. Once enabled, a Projection Status field appears during check-ins, allowing users to forecast the expected end-of-cycle outcome based on insights and risks. This works alongside the actual status and is available only for the OKR scoring method.

Method 2: Check in from the Key Result View Page

Step 1: 

• Click on the desired key result.
• Click on View Details

• In the Key Result overview page, locate the Check-in section
• Click on Check-in

• Record the progress and click Update

Note: When you integrate the KR with a third-party application, both manual and integration check-in comments are now displayed together in the same check-in panel.

What are the different check-in formats available?

Profi.co offers multiple ways to record your check-ins:

Text-Based Check-in (Standard):

• Enter progress value, status, and written comments
• Quick and straightforward
• Best for routine updates

Audio Check-in:

• Record a voice update for your key result.
• Useful when you want to provide detailed context verbally
• Saves time compared to typing long updates
• Adds a personal touch to communication

Note: You can also perform check-ins using the audio or video option.

Video Check-in:

• Record a video update for your key result.
• Ideal for demonstrating progress visually
• Great for presenting results or demos
• Enhances team connection in remote environments

File Attachments:

• Attach supporting documents, spreadsheets, or reports
• Provide evidence or additional context
• Share relevant resources with your team

Note: You can attach the file directly to the comment box.

Choose the format that best communicates your progress and fits your team's culture.

When and how often should I check in?

Recommended Check-in Frequency:

• Weekly Check-ins (Most Common)
• Bi-Weekly Check-ins
• Monthly Check-ins (Minimum)

Best Practices for Effective Check-ins

• To maximize the value of your Key Result check-ins:
• Gather Data First: Have your metrics ready before starting check-in
• Review Last Check-in: Understand what you committed to previously
• Consider Context: Think about external factors affecting progress
• Celebrate Wins: Acknowledge achievements, even small ones
• Flag Blockers: Clearly identify obstacles requiring help
• Request Support: Ask for specific assistance when needed

Related Questions

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Frequently Asked Questions