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Role to any unitFunction to any RoleTask to any function in any unit
Weekly 360OKRs chartsOnboarding rateHours worked/activity
UnitsRolesTeammates
Platform Operations Specification
Teammates need a platform to manage operations with well defined roles, functions, tasks and OKRs which are easy to keep updated. This will enable us to scale 140+ remote team as teammates are accountable for well prioritised deliveries.
Manage Units, Roles and Functions
Unit leads need an easy interface to make clear who is responsible for what and keep it updated. In other words, what are the Roles and Functions, what are their OKRs and Tasks. So HRBPs are clear whom to look for, what to ask on interviews, what to post into Vacancy and Job offers. Candidates understand what they will do and if it is the best match for their skills and career path. Newcomers are easy to onboard and teammates are sure who execute what.
Drag and drop in a hierarchy table:
Type to see related function or task, reuse or copy it and edit to create new.
Manage access levels
Teammates want to see relevant to them reports to understand if they hit targets and focus on their priorities. Security and privacy is important for exchange business.
Manage access levels
Feature
Teammate
Unit lead / HRBP
Operations managers
Custom
OKRs
See: Own, Unit and Company highlights
See: Own, Unit and Company highlights
Edit all OKRs
Roles
See: Own, Unit and Company highlights
Edit: Own, Unit (TBA by Operations managers)
Edit or approve: Own, Unit, Company
Functions
See: Own, Unit
Edit: Own, Unit (TBA by Operations managers)
Edit or approve: Own, Unit, Company
Tasks
Edit: Own (TBA by unit lead)
Edit: Own, Unit (TBA by Operations managers)
Edit or approve: Own, Unit, Company
Checklist
Edit: Own (TBA by unit lead)
Edit: Own, Unit (TBA by Operations managers)
Edit or approve: Own, Unit, Company
Tests
See: Own, Unit
Edit: Own, Unit (TBA by Operations managers)
Edit or approve: Own, Unit, Company
360
See: Own, Unit, Company
See: Own, Unit, Company
See: Own, Unit, Company
1-1
See: Own
See: Own, Unit
See: Own, Unit, Company
Feedback
See: Own
See: Own, Unit
See: Own, Unit, Company
Problem reports
See: Own
See: Own, Unit
See: Own, Unit, Company
Offers
No
See: Own, Unit
See: Own, Unit, Company
Vacancies
Team wide and can apply
Edit: Unit. See: Team wide and can apply
Edit: Company.
Reports Attention (missed critical hits, bad reviews etc)
See: Own
See: Unit
See: Own, Unit, Company
Reports Performance
See: Own, Unit, Company
See: Own, Unit, Company
See: Own, Unit, Company
Report performance of Unit or Teammate
Unit leads and Operations managers need to see performance dynamic in a raw to spot problems and act.
Report in a row cell
Unit leads and Operations managers need flexible grouping to make clear Units and teammates performance or setting.
Eg. how many tasks in CRM are overdue team wide, by unit or by teammate? Can we click it down to the problem?
What are the Units Checklist success or Onboarding rate or OKRs achievement or Sprint completion or Test score? Can we click it down to the problem?
Checklists
Teammates want updated and relevant daily checklists of relevant tasks to check if they done important tasks. So we are sure processes are working well, can be reviewed for automation and delegated.
Teammates want to give feedback and be able to update checklist tasks (TBA by Unit lead and reviewed by Operations managers).
360 Reviews
Teammates want to a realtime 360 form to give and receive feedback needed to improve performance. Can we add it to slack or zoom, so it is at fingertips after significant interaction with a person.
Job Offers
HRBPs wants to sync Role functions with Vacancies and Offers to keep them updated and laser focused.
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