Accepting an invitation

pageType: Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
Already have an account? Sign in
I CHARMA
=LA
.-‘f‘:'* \ Sign up now to join Jane Smith and 2 others at Jane Smith's
4, TN ization on Ch
R ER kA organization on Charma.
‘ ! y. %
L x - G Sign up with Google
\ \" ‘, -
A ) Sign up with Office365
"N ‘™
L) Sign up with email & password
M Work email
jsmith.mobbin@gmail.com
Password
0000000000000000000
“Charma has revolutionized the way we manage
our team, making it easy to manage and have
effective meetings, as well as helping us foster a Sign up with email
positive and supportive work culture.”
Amber Bryant Q%Keyren’rer
roperty management,
HR Director, Keyrenter Denver B pemver
By signing up, you agree to Charma's Terms of Service and Privacy Policy.
|Check out th
e agen .
genda your coworker has started setting up.
To get set up for success, do these 3 things: @ 3 Mila G <> James B
1. View your Agenda Agenda Feedback & Kudos Goals
My priorities this week
2. Add to the agend © @ UpdateAl Launch
: Nnda
© .D Project Orange marketing plan
@ & Write Job Description for team expansion
3. Use for your next 1:1 ® Add Topic
\
ext Discuss the macro environment © Discuss the macro environment (©)
and its impact on the company % and its impact on the company 2
Skip
|< Back
Use Charma for your next 1:1
ﬂ When you meet, have Charma open and click “Start
Meeting” to take meeting notes and action items in real
: time.
Getting started
To get set up for success, do these 3 things:
1. View your Agenda Meeting Mode
2 James s leading this discussion topic
2. Add to the agenda Project Orange marketing plan
3. Use for your next 1:1
Meeting Notes Mila *
We will start by
Skip
|Welcome to Charma!
Your full name
Jon Doe
At work | am...
O amanager @ An individual Contributor
©2023 WorkPatterns dba Charma Terms of Service Privacy Security
|Already have an account? Sign in
I CHARMA
=LA
r’f‘;"* \ Sign up now to join Jane Smith and 2 others at Jane Smith's
. ization on Ch
. G organization on Charma.
‘ ! y. %
.= P G Sign up with Google
\ \" ‘, -
A ) Sign up with Office365
R &
S ”) Sign up with email & password
- Work email
jsmith.mobbin@gmail.com
Password
“Charma has revolutionized the way we manage
our team, making it easy to manage and have
effective meetings, as well as helping us foster a Sign up with email
positive and supportive work culture.”
Amber Bryant Q%Keyren’rer
roperty management,
HR Director, Keyrenter Denver B pemver
By signing up, you agree to Charma's Terms of Service and Privacy Policy.
|<« Back
m Add any topi i
ICS YOU ne PR
pics y ed to discuss that are missing from
G . the agenda.
etting started
To get set up for success, do these 3 things:
: 2 Mila G <> James B
1. View your Agenda *9
Agenda Feedback & Kudos Goals
2. Add to the agenda My priorities this week
© @ UpdateAl Launch
© (& Project Orange marketing plan
3. Use for your next 1:1 @ @ Write Jolb/Description for team expansion
@ Add Topic -
7\ &
Al Suggested Topics
Skip Discuss the macro environment © Discuss the macro environment (©)
and its impact on the company % and its impact on the company 2
|Already have an account? Sign in
I CHARMA
=LA
.-‘f‘:'* \ Sign up now to join Jane Smith and 2 others at Jane Smith's
4, TN ization on Ch
B S Y organization on Charma.
‘ ke y. %
L x - Sign up with Google
\ \" ‘, -
A Sign up with Office365
"N ‘™
S 2 Sign up with work email & password
“Charma has revolutionized the way we manage
our team, making it easy to manage and have
effective meetings, as well as helping us foster a
positive and supportive work culture.”
Amber Bryant Q%Keyren’rer
roperty management,
HR Director, Keyrenter Denver B pemver
By signing up, you agree to Charma's Terms of Service and Privacy Policy.
||£iCHARMA I
’» JaneS<>Jon D ©
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
12 days left
e Introducing AgendaAl
©f Home ,-.'.' 9 A9 ) i . Learn more s% Connect Slack X
° Get suggested topics based off of your Slack discussions
&> Coaching
@ Goals Agenda Templates v @ Add Topic CJ Start Meeting
Al Toolkit Next meeting: Settime v
L Notificati
= Toufications o & General Check In
@& Settings Start the meeting with a high level check in before diving into the weeds.
— © & What's one way | could better support you as a manager? %
© & Arethere any challenges or concerns since we met last? %
G © & How are you feeling about work? %
Q You (Private) @ Add Topic
’ Jane S
& Priorities & Support
A chance to surface anything that might be hurting the progress of work projects and to align on priorities.
® Add 1:1 Workspace
© & Areyou feeling blocked in any of your projects? %
Group Work
roup Torepaces © ’ New What are your top 3 priorities until we meet again?
All Hand
ands New QD’ © ’ New What are the updates on the previous priorities?
® Add Group Workspace ® Add Topic
& Career Development
@ Quick Start Guide Check in on career development to ensure that employees are supported in their growth.
|£ CHARMA I
’» JaneS<>JonD (10 )
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
12 days left
@ Add Topic
©f Home
& Career Development
&5 Coaching « . P . .
Check in on career development to ensure that employees are supported in their growth.
@ Goals
© & What skills do you need to develop to achieve your 2 year career goals? %
Al Toolkit
© & Are there resources you need to help you learn a new skill or further develop an existing one? <%
L Notifications (2]
© & Are there people you could learn from in the company that you don't yet have a relationship with? <%
€3 Settings
@ Add Topic
& Ad Hoc Topics
1:1 Workspaces Discussion topics that don't fit in other sections can go here.
Add Topic
Q You (Private) ® P
Q Jane S
Action ltems ®Add ltem | v
® Add 1:1 Workspace
Keep each other accountable by creating action items during, in between and after
Group Workspaces
meetings.
All Hands N
- QDB + Add Action Item
® Add Group Workspace
© Quick Start Guide
|L CHARMA k-
Q_ Search
12 days left
Home
Coaching
Goals
Al Toolkit
L Notifications
€3 Settings
© Quick Start Guide


Contact us

appName: Charma

appCategory: Business

appTagline: People management software

companyHqRegion: US & Canada

companyStage: Growth Stage

platform: web

pageType: Marketing

hotspotType: Click

pagePatterns:
Landing Page
Footer Section

screenElements:
Text Field
Text Field

pagePatterns:
Landing Page
Footer Section
Contact Page

pageType: Marketing Marketing

allAppCategories: Communication Productivity Business

screenKeywords:
CH ARM A Product v Use Cases v Resources v About Pricing Login Try for free
m C HAR MA Product Use Cases Resources About Integrations
Meetings Managers Articles Contact us Slack integration
) 2 ;F;“;J:;::L t of the Day Feedback Executives Success stories Zoom app
360 Reviews HR teams Guides
@ @ Goals Pricing
. CharmaAl Support center
Momentum High
Leader Performer AgendaAl Compare
2023 FALL
2023
¥ in O
Security Privacy Terms
©WorkPatterns dba Charma 2023
|m CH ARM A Product v Use Cases v Resources v About Pricing Login
Learn more about our product
Contact us o}
o
Got a question about how to have better meetings with your team? We've
got the answers.
_— Check out our support center for
_ answers on general questions
First name Last name
How can we help?
Support v
We're growing fast! Interested in
Comments q .
working with us? Send us a message
4 support@charma.com
Submit
press@charma.com
Maximum response time: 1 business day,
M-F 9-5pm


AI Toolkit

pageType: Application

screenPatterns:
Home
Empty State

hotspotType: Scroll Vertically

screenElements:
Card
Grid List
Badge
Illustration

screenElements:
Side Navigation
Top Navigation Bar
Search Bar
Avatar
Tab
Card
Grid List
Badge
Illustration

screenPatterns:
Home
Empty State
Browse & Discover

pageType: Application Application Application

screenKeywords:
ﬂ CHARMA < Today's Schedule Your Profile Team Action Items Surface Al € Give Kudos =2, Give Feedback ® Add Item v
Q_ Search
1
. Today's Schedule <
14 days left Hey Jane, you're awesome -
October 19th
You've been showing great leadership skills and we're proud of you.
© Home
&> Coaching
@ Goals Your Action ltems No meetings scheduled today
Al Toolkit
L Notifications Your action items across Charma will aggregate here. Get started by creating
® Saiins one for yourself.
@® Add Action Item

1:1 Workspaces
’ You (Private)
@ Jane A

(Invite pending)
@ Jon D

(Invite pending)

® Add 1:1 Workspace
Group Workspaces
AllHands  New @DD ‘
Weekly Sync ’
|[« 8
“iICHARMA Al Toolkit
Q_ Search
14 days left
@
Weekly Update "‘o'
© Home . B gm:ﬂwmm.w_:,...,::n;.mm
b o — =
@ Coaching * R
&
@ Goals
Al Toolkit
o UpdateAl AgendaAl FeedbackAl
L Notifications
G Sett Generate status updates with a few clicks to AgendaAl automatically generates an agenda Give constructive feedback in minutes with the
ettings share with your team. for any meeting when you connect it to Slack. help of Al.
Generate Summary Learn More Give Feedback
1:1 Workspaces
. You (Private) ?‘f ?Q"?fﬁm"'é% & A Coming Soon!
— ey i
[ —
@ Jane A oo
(Invite pending) ""*“ : ;El:;;;g;:;:ruwu
=
@ Jon D
(Invite pending)
@ Add 1:1 Workspace 360 Reviews Performance Reviews Performance Improvement Plan
Kick off 360 reviews that guide the team to Manage performance reviews in one place Create customized PIPs in a few easy steps.
Crovpilcrcpaces create thoughtful feedback. while guiding managers to write meaningful
reviews.
AllHands  New @DP
Weekly Sync . Kickoff 360s Join Waitlist Join Waitlist
|£iCHARMA I
Q_ Search JSVS AN o Py Coming Soon!
— ey i
14 days left —
S EerirereiY
@ Home Sk
&> Coaching
@ Goals
360 Reviews Performance Reviews Performance Improvement Plan
Al Toolkit
Kick off 360 reviews that guide the team to Manage performance reviews in one place Create customized PIPs in a few easy steps.
£ Notifications create thoughtful feedback. while guiding managers to write meaningful
® Saiins reviews.
. Kickoff 360s Join Waitlist Join Waitlist

1:1 Workspaces
. You (Private)
@ Jane A ;

(Invite pending)
@ Jon D

(Invite pending)

Career Development Plan Meeting Notes
® Add 1:1 Workspace
Collaborate on customized career development Use Al to take notes for you during meetings.
plans with your report.

Group Workspaces
All Hands New @D’ Join Waitlist Join Waitlist
Weekly Sync .


Adding a description

hotspotType: Hover

pageType: Application Application Application Application

screenKeywords:
000 'fD X
< Improving leadership skills v/ Mark as complete
Description Details
B U I == © GF
Status ® No Status v~
On your way to become the potato leader you deserve to be
Due £ Oct 27,2023 v
Owner @ JonD v
Cancel
Next Check-in & Oct 30, 2023
Sub-Goals Workspace &2 JonD
Department
There are no sub-goals here yet.
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Action Items
There are no action items here yet.
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
|000 'fD X
< Improving leadership skills v/ Mark as complete
Description Details
Add a description...
Status ® No Status v
Sub-Goals
Due £ Oct 27,2023 v
There are no sub-goals here yet.
9 v Owner @ JonD v
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Next Check-in & Oct 30, 2023
Action Items
Workspace &2 JonD
There are no action items here yet. Department
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
’ Add a comment...
|000 'fD X
| © Goal created X
& Improving leadership skills v/ Mark as complete
Description Details
Add a description...
Status ® No Status v
Sub-Goals
Due £ Oct 27,2023 v
There are no sub-goals here yet.
9 v Owner @ JonD v
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Next Check-in & Oct 30, 2023
Action Items
Workspace &2 JonD
There are no action items here yet. Department
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
’ Add a comment...
|000 'fD X
< Improving leadership skills v/ Mark as complete
Description Details
On your way to become the potato leader you deserve to be
Status ® No Status v
Sub-Goals
Due £ Oct 27,2023 v
There are no sub-goals here yet.
9 v Owner @ JonD v
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Next Check-in & Oct 30, 2023
Action Items
Workspace &2 JonD
There are no action items here yet. Department
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
’ Add a comment...


Setting privacy & reminders

screenKeywords:
Create Goal
0 Name & Description Add a parent goal
Choose... v
e Privacy & Reminders _
Select a workspace for this goal to live in “required
You (Private) hd
Who can view this goal? “required
@ Everyone in my organization
(O Just members of the workspace
How often do you want to check in on this goal?
You'll get an in-app notification, and a discussion topic will be added to the selected workspace
O Daily
@ Once a week
(O Every other week
() Once a month
O Never
|Create Goal
0 Name & Description Add a parent goal
& Link to an existing goal
Pri & Remind *requi
0 sy eminders Select a workspace for this goal to live in “required
Choose... v
Who can view this goal? “required
@ Everyone in my organization
(O Just members of the workspace
How often do you want to check in on this goal?
You'll get an in-app notification, and a discussion topic will be added to the selected workspace
O Daily
@ Once a week
(O Every other week
() Once a month
O Never
< Back Cancel Create Goal
|Create Goal
0 Name & Description Add a parent goal
Choose... v
0 Privacy & Reminders .
Select a workspace for this goal to live in “required
Choose... hd
Who can view this goal? “required
@ Everyone in my organization
(O Just members of the workspace
How often do you want to check in on this goal?
You'll get an in-app notification, and a discussion topic will be added to the selected workspace
O Daily
@ Once a week
(O Every other week
() Once a month
O Never
< Back Cancel Create Goal
|Create Goal
0 Name & Description Add a parent goal
Choose... v
0 Privacy & Reminders .
Select a workspace for this goal to live in “required
@ Create a new workspace
All Hands
3 collaborators
Weekly Sync
1 collaborators
Iouu(I:nvtate) 1dded to the selected workspace
collaborators
Jane A <>Jane S
2 collaborators
Jon D <>Jane S
2 collaborators
(O Once a month
O Never
< Back Cancel Create Goal


Uploading profile photo

actions:
Uploading & Downloading
Editing Profile

screenPatterns:
My Account & Profile
Empty State

screenElements:
Illustration
File Upload
Progress Indicator

screenPatterns:
My Account & Profile
Empty State
Upload & Download
Acknowledgement & Success

pageType: Application Application Application Application Application Application Application Application Application

screenKeywords:
Our most effective users take these 5
actions in their first 7 days.
2 Syneeatendar >
# Givekudes -
& AddHntegrations =
4 SetupeGroup-Workspace -
@ Update your profile >
Dismiss
|Profile Photo X
\\:v
& Upload Photo
|£ CHARMA e
Q_ Search
14 days left G
© Home Kudos
&> Coaching Jane Smith Received Kudos ~
@ Goals janesmith1.mobbin@gmail.com
Al Toolkit
B ey & Edit
£ Notifications = Title There are no Kudos to see here
e Any of their public Kudos will appear here.
€3 Settings
Department
< Update your profile
Goals
1:1 Workspaces
Add a profile photo and set your
e You (Private) department to help things run more
smoothly There are no goals to see here

@ Jane A Any of their goals in workspaces that you share

(Invite pending) Go to my profile page will appear here.
@ JonD

(Invite pending) Skip

® Add 1:1 Workspace
Group Workspaces
AllHands  New @DD ‘

© Quick Start Guide
|£ CHARMA e
Q_ Search
14 days left ’
© Home Kudos
&> Coaching Jane Smith Received Kudos v
@ Goals janesmith1.mobbin@gmail.com
Al Toolkit
B ey & Edit
£ Notifications = Title There are no Kudos to see here
e Any of their public Kudos will appear here.
€3 Settings
Department
o Manager
o Goals
1:1 Workspaces
' You (Private)
There are no goals to see here
@ Jane A Any of their goals in workspaces that you share
(Invite pending) will appear here.
@ Jon D
(Invite pending)
® Add 1:1 Workspace
Group Workspaces
AllHands  New @DP ‘
Weekly Sync .
|[«
LZiICHARMA Weekly Sync O O -
Q. Search ) )
Workspace Kudos Goals Private Notes History
14 days left
©f Home
, Choose a Template to Begin
&> Coaching
Start setting up your workspace with a template

@ Goals

Al Toolkit 1:1 Meetings  Team Meetings

L Notifications

. Blank Template All Hands Meeting Retrospective Meeting
€3 Settings
Start from scratch. Suggested breakdown of topics to cover during Lead an engaging team retrospective, usually
— an all company meeting. monthly or quarterly, using an interactive sad,
Invite Teammates & mad, glad format.
< Update your profile
Preview Preview
1:1 Workspaces .
Add a profile photo and set your
e You (Private) department to help things run more
smoothly Customer Success Team Meeting Design Crit Meeting

@ Jane A ! Agenda focused on metrics, morale, and A framework for running a cross-functional

(Invite pending) . motivations using intentional leadership. design crit that is structured and effective for
Go to my profile page
collecting feedback.

@ Jon D i ) )
eenaig] Skip Preview Preview Preview
® Add 1:1 Workspace

Project Check-in Meeting Sprint Planning Meeting

Group Workspaces ing Use this template to bring together a cross Product Managers can use this template to lead

ction functional team working on an initiative and ongoing sprint planning meetings with their

All Hands New GDB keep things on track. engineering team.

Preview Preview Preview
© Quick Start Guide
|Profile Photo X
i \:v
& Upload Photo
Cancel
|Profile Photo X
& Upload Photo
|rEADRA I .
3 ync @ @®© oo
You successfully added "Weekly
Q| © Sync"! x i i
yne: Kudos  Goals Private Notes History
14 days left
©f Home
, Choose a Template to Begin
&> Coaching
Start setting up your workspace with a template
@ Goals
Al Toolkit 1:1 Meetings  Team Meetings
L Notifications
. Blank Template All Hands Meeting Retrospective Meeting
€3 Settings
Start from scratch. Suggested breakdown of topics to cover during Lead an engaging team retrospective, usually
— an all company meeting. monthly or quarterly, using an interactive sad,
Invite Teammates # Quick Start Guide X mad, glad format.
Preview Preview
A cliepeces Our most effective users take these 5
actions in their first 7 days.
e You (Private)
Customer Success Team Meeting Design Crit Meeting
Syreeatenear >
@ Jane A ! Agenda focused on metrics, morale, and A framework for running a cross-functional
(Invite pending) motivations using intentional leadership. design crit that is structured and effective for
# Givekuades > collecting feedback.
@ Jon D i ) )
eenaig] ‘ . % Preview Preview Preview
® Add 1:1 Workspace i N
Project Check-in Meeting Sprint Planning Meeting
Group Workspaces ) Update your profile > ing Use this template to bring together a cross Product Managers can use this template to lead
ction functional team working on an initiative and ongoing sprint planning meetings with their
All Hands New @Dg Dismiss keep things on track. engineering team.
Preview Preview Preview
© Quick Start Guide
|ST 2 x
I %
2, Vs, d% e °
7 B =2
g 5
ol
Congrats - you're set up for success!
When you're done poking around, invite someone to start testing
out Charma in meetings with.
View Charma Guides Keep Looking Around


Recording a video

screenElements:
Dialog
Avatar
Text Field

screenPatterns:
Confirmation
Timer & Clock
Add & Create
Audio & Video Recorder

pageType: Application Application Application Application Application Application Application Application

screenKeywords:
Add Audio Recording X
00 co————————————————————————————————————— L D)
Cancel Save & Add
|. X

Give Jane kudos
Share some positive feedback on something they’ve done recently! This
will appear in your private workspace with Jane.

Leave a compliment

Record a Video
Choose gif
Search gifs... Q
i (ALY =/ H
% ’/ﬁg ' é éloo r. REALLY PRQ{TJ.D OF
4 "l i “ YOURSELF
GREATOOB JT V|
275 -
YOU ARE'AWESOME; o 'u‘?rrg' HL . @eeddatd
: =g i B = A
Public or Private?
o -
(O Public (visible to everyone in the organization)
Camera Screen Voice Only
(O Keep private between the two of you
[l Stop Recording .
|. X
Give Jane kudos
Share some positive feedback on something they’ve done recently! This
will appear in your private workspace with Jane.
Leave a compliment
Record a Video
Choose gif
Search gifs... Q
X
- B 'YOU ARE AWESOME,
/8 . - B~ 1l
é\ ‘ MHINKﬂ‘;u de S e R
3 “SHOULD BE - Pkl
GREAJFUOB by
e HEEFLEAHI'? ‘ @NBPA
S 1% i
W = A @@ ér
Public or Private?
- 0 - . -
(O Public (visible to everyone in the organization)
Camera Screen Voice Only
(O Keep private between the two of you
@ Start Recording .
|. X
Give Jane kudos
Share some positive feedback on something they’ve done recently! This
will appear in your private workspace with Jane.
Leave a compliment
g
> 0:00 )
Choose gif
Search gifs... Q
m M 'YOU ARE AWESOME!
|o X
Give Jane kudos
Share some positive feedback on something they’ve done recently! This
will appear in your private workspace with Jane.
Leave a compliment
Record a Video
Recording in...
Choose gif
Search gifs... Q
o » B YOU ARE/AWESOME;
. g .. o
& REALLY mgﬁn OF de” S S = LN
YOURSELF ~ . g
GA;T JoB IS
T HELEYERHET - | | 7 @NBPA
Ty M 8 ; S
A - A G, \ 3
X ‘ - B8 00iNG A GREAT JOE
Public or Private?
o -
O Public (visible to everyone in the organization)
Camera Screen Voice Only
(O Keep private between the two of you
@ Start Recording .
|. X
Give Jane kudos
Share some positive feedback on something they’ve done recently! This
will appear in your private workspace with Jane.
Leave a compliment
Record a Video
Choose gif
Search gifs... Q
& .I I l 'YOU ARE AWESOME;H
, " wdll . - )
GR ];'%OB
""'HEEL;{ERH! o e 2 @NBPA
Public or Private?
(O Public (visible to everyone in the organization)
(O Keep private between the two of you
|. X
Give Jane kudos
Share some positive feedback on something they’ve done recently! This
will appear in your private workspace with Jane.
Leave a compliment
Record a Video
Choose gif
Search gifs... Q
a YOU ARE/AWESOME;
= i o ‘ o]
& L' ITHINK Ny & A
¥ SHOULD BE g
R 1908
kN, = ne
X L TR B80L-: ooiNG A GreATERE
Public or Private?
o -
(O Public (visible to everyone in the organization)
Camera Screen Voice Only
(O Keep private between the two of you
@ Start Recording .
|. X
Give Jane kudos
Share some positive feedback on something they’ve done recently! This
will appear in your private workspace with Jane.
Leave a compliment
Record a Video
Choose gif
Search gifs... Q
X
a YOU ARE'AWESOME;
- e T L
GREAHYOB
Public or Private?
- 9 o ) o
(O Public (visible to everyone in the organization)
Camera Screen Voice Only
(O Keep private between the two of you
@ Start Recording .


Giving feedback (AI)

actions:
Giving Feedback
Adding & Creating

screenPatterns: Feedback Share

pageType: Application Application Application Application Application Application Application Application Application Application

screenKeywords:
< Back
@ Share your feedback with Jon
Strengths (select up to 2)
Select strengths you want to give feedback on.
@® Creativity ® Organizational Skills ® Communication © Taking Initiative ® Focus @® Versatility
© Details-oriented ® Integrity @ Flexibility ® Dedication @® Resilience @® Supportive
@® Continuously Learning @® Leadership @® Being a good potato
Area of strength @
Examples (Optional)
Opportunities for improvement (select up to 2)
Select opportunities for improvement you want to give feedback on.
@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility
® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive
(® Continuously Learning ® Leadership
|X
@ Share your feedback with Jon
FeedbackAl Strengths & Opportunities Blank
Default Default Default
Constructive feedback that writes itself for you, Give constructive feedback Give direct feedback
literally.
Give Feedback Give Feedback Give Feedback
|< Back
@ Share your feedback with Jon
Strengths (select up to 2)
Select strengths you want to give feedback on.
@ Creativity @ Organizational Skills @ Communication © Taking Initiative @ Focus @ Versatility
© Details-oriented @ Integrity @ Flexibility @ Dedication @ Resilience @ Supportive
@ Continuously Learning @ Leadership
Examples (Optional)
Opportunities for improvement (select up to 2)
Select opportunities for improvement you want to give feedback on.
@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility
® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive
(® Continuously Learning ® Leadership
|< Back
@ Share your feedback with Jon
Strengths (select up to 2)
Select strengths you want to give feedback on.
@® Creativity ® Organizational Skills ® Communication © Taking Initiative ® Focus @® Versatility
@® Details-oriented ® Integrity @ Flexibility ® Dedication @® Resilience @® Supportive
@® Continuously Learning @® Leadership © Being a good potato
Area of strength @
Examples (Optional)
Opportunities for improvement (select up to 2)
Select opportunities for improvement you want to give feedback on.
@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility
® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive
(® Continuously Learning ® Leadership
|< Back
@ Share your feedback with Jon

Strengths (select up to 2)

Select strengths you want to give feedback on.

@ Creativity (® Organizational Skills (® Communication © Taking Initiative ® Focus ® Versatility

® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive

(® Continuously Learning ® Leadership

Examples (Optional)

Opportunities for improvement (select up to 2)

Select opportunities for improvement you want to give feedback on.

@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility

® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive

(® Continuously Learning ® Leadership
|X
@ Share your feedback with Jon
FeedbackAl Strengths & Opportunities Blank
Default Default Default
Constructive feedback that writes itself for you, Give constructive feedback Give direct feedback
literally.
Give Feedback Give Feedback Give Feedback
|£ CHARMA I (
’» JonD <>Jane S @® ©
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
11 days left
Feedback & Kudos 53 Customize Request Feedback Give Feedback & Kudos v
© Home
[0S Coaching ’ You gave Kudos - Oct 23, 2023 % Give Feedback
€ Give Kudos
@ Goals YOU GAVE JON KUDOS
Al Toolkit Appreciate how observant you are with our team progress. Keep it up!
£ Notifications (2]
€3 Settings © (m1
1:1 Workspaces
’ You (Private)
@ Jane A
(Invite pending)
Q Jon D
® Add 1:1 Workspace
Group Workspaces
All Hands (1A)D) ]
Weekly Sync ’
|< Back
@ Share your feedback with Jon

Strengths (select up to 2)

Select strengths you want to give feedback on.

@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility

® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive

(® Continuously Learning ® Leadership

Examples (Optional)

Opportunities for improvement (select up to 2)

Select opportunities for improvement you want to give feedback on.

@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility

® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive

(® Continuously Learning ® Leadership
|£ CHARMA I (

’» JonD <>Jane S @® ©
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
11 days left

Feedback & Kudos 53 Customize Request Feedback Give Feedback & Kudos v

© Home

[0 Coaching ’ You gave Kudos - Oct 23, 2023 Edit | Delete

@ Goals YOU GAVE JON KUDOS Jon hasn't seen this yet

Al Toolkit Appreciate how observant you are with our team progress. Keep it up!

£ Notifications (2]

€3 Settings © (m1

1:1 Workspaces

’ You (Private)

@ Jane A

(Invite pending)
Q Jon D
® Add 1:1 Workspace

Group Workspaces

All Hands (1A)D) ]

Weekly Sync ’
|< Back
@ Details-oriented @ Integrity @ Flexibility @ Dedication @ Resilience @ Supportive
@ Continuously Learning @ Leadership © Being a good potato
Area of strength @
Examples (Optional)
Opportunities for improvement (select up to 2)
Select opportunities for improvement you want to give feedback on.
@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility
® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive
(® Continuously Learning © Leadership
Examples (Optional)
This tool is powered by GPT-3, from OpenAl. To give feedback, contact support.


Adding a comment

hotspotType: Keyboard Input

screenElements:
Toolbar
Text Field

pageType: Application Application Application Application Application Application

screenKeywords:
Actions v X
() Compiling meeting discussion
Owner . Jane Smith
Due Date Oct 24
1 Attachment v

[ Your big idea.pptx

“D View history
. Jane Smith - a few seconds ago
Send discussion transcript to Jon after the meeting -E

. Leave a comment...
|Actions v X
() Compiling meeting discussion
Owner . Jane Smith
Due Date Oct 24
1 Attachment v

[ Your big idea.pptx

“D View history
There are no comments
here yet.

. Leave a comment...
|Actions v X
() Compiling meeting discussion
Owner . Jane Smith
Due Date Oct 24
1 Attachment v

[ Your big idea.pptx

“D View history
There are no comments
here yet.
. B I U = i
Leave a comment...
Return send  Shift + Return to add a new line GF ©@ ¢ O ¢
|Actions v X
() Compiling meeting discussion
Owner . Jane Smith
Due Date Oct 24
1 Attachment v

[ Your big idea.pptx

“D View history
I Jane Smith - a few seconds ago
Send discussion transcript to Jon after the meeting =

. Leave a comment...
|Actions v X
() Compiling meeting discussion
Owner . Jane Smith
Due Date Oct 24
1 Attachment v

[ Your big idea.pptx

“D View history
There are no comments
here yet.
. B I U = i
Send discussion transcript to Jon after the meeting -E
Return send  Shift + Return to add a new line GF ©@ ¢ O ¢
|Actions v X
() Compiling meeting discussion
Owner . Jane Smith
Due Date Oct 24
1 Attachment v

[ Your big idea.pptx

“D View history
There are no comments
here yet.
. B I U = i
Send discussion transcript to Jon after the meeting
Return send  Shift + Return to add a new line GF ©@ ¢ O ¢


Logging in

pageType: Application Application Application Application Application

screenKeywords:
Signed in successfully. X
Q Search Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
10 days left
1
, Today's Schedule
@ Home Q Hey Jon, you're awesome -
© Coaching You've been showing great leadership skills and we're proud of you.
@ Goals Connect your Calendar!
Al Toolkit Your Action ltems R Connec.t your workspaces t'o caLend.ar eve'nts to s'ee
your daily schedule and quick add discussion topics.
L Notifications
U .
@ Settings zeoulli G Connect Google Calendar
(©) List 5 ideas for [d O1 8 o0 O Oct 30 All Hands
backlog cleaning 0 Connect Office365 Calendar
1:1 Workspaces
Q You (Private)
e Jane S
® Add 1:1 Workspace
Group Workspaces
All Hands New @D
® Add Group Workspace
© Quick Start Guide
|oday's Schedule ‘our Profile eam Action ltems urface ive Kudos 2, Give Feedbac| tem v
£ CHARMA k= Today's Schedule ~ Your Profile  Team Action | Surface Al @ Give Kud 2, Give Feedback ®Add |

Q_ Search

1
, Today's Schedule
10 days left Q Hey Jon, you're awesome -
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching Connect your Calendar!
. C ct k to calend ts t
@ Goals Your Action ltems e onne : your workspaces 'o calen .ar eve'n s to s'ee
your daily schedule and quick add discussion topics.
Al Toolkit ,
Upcoming
G Connect Google Calendar
L Notifications o
(©) List 5 ideas for [d O1 8 o0 O Oct 30 All Hands

{3 Settings backlog cleaning 0 Connect Office365 Calendar

1:1 Workspaces

Q You (Private)

’ Jane S

® Add 1:1 Workspace
Group Workspaces
All Hands New @D
® Add Group Workspace
© Quick Start Guide ‘
|Sign In
G Sign in with Google
) Signin with Office365
or

Work email

Password

New User? Sign up Forgot password

©2023 WorkPatterns dba Charma Terms of Service Privacy Security ‘
|Sign In
G Sign in with Google
) Signin with Office365
or

Work email

janesmith.mobbin@gmail.com
Password

0000000000000000000
New User? Sign up Forgot password

©2023 WorkPatterns dba Charma Terms of Service Privacy Security ‘
|Sign In
G Sign in with Google
) Signin with Office365
or
Work email
janesmith.mobbin@gmail.com
Password
New User? Sign up Forgot password
©2023 WorkPatterns dba Charma Terms of Service Privacy Security ‘


Attaching a file

screenKeywords:
ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
Q_ Search
1
, Today's Schedule <
11 days left | Hey Jane, you're awesome -
October 23rd
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching
o . No meetings scheduled today
@ Goals Your Action ltems ® Add Item
Al Toolkit ,
Upcoming
L Notifications ) ) ] . )
(©) Arranging team discussion ) You (Private)
@ Settings SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
— () Compiling meeting discussion o0 () You (Private)
SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
1:1 Workspaces | © Cre \opED: OCT 23, 2023 @ O Oct30 You (Private)
BY: JANE SMITH
You (Privat:
@ Jane A @ Attach file
(Invite pending)
<% Create recurring item
Q JonD
() Move/copy to another workspace
@
® Add 1:1 Workspace © Add to goal
7 Move to top
Group Workspaces ' Move to bottom
All Hands ”DB ) Convert to discussion topic
[l Delete item
Weekly Sync ’
|ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
Q_ Search
1
' Today's Schedule <
11 days left Hey Jane, you're awesome -
October 23rd
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching
. No meetings scheduled toda
® Goals Your Action ltems ® Add feom 9 4
Al Toolkit ,
Upcoming
L Notifications ) ) ] . )
(©) Arranging team discussion ) You (Private)
€3 Settings SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
— () Compiling meeting discussion o0 () You (Private)
SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
{ < ) Oct 30 You (Private)
1:1 Workspaces
’ You (Private)
@ Jane A
(Invite pending)
Q JonD
® Add 1:1 Workspace
Group Workspaces
All Hands [ )p)A]
Weekly Sync ’
|ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
Q_ Search
1
, Today's Schedule <
11 days left | Hey Jane, you're awesome -
October 23rd
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching
. No meetings scheduled toda
® Goals Your Action ltems ® Add feom 9 4
Al Toolkit ,
Upcoming
L Notifications ) ) ] . )
(©) Arranging team discussion ) You (Private)
@ Settings SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
— () Compiling meeting discussion o0 () You (Private)
SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
i i Oct 30 You (Privat
IR — () Creating Week 1 Action ltems o O ou (Private)
’ You (Private)
@ Jane A
(Invite pending)
Q Jon D campaigns.csv
® Add 1:1 Workspace
Group Workspaces
All Hands [ )p)A]
Weekly Sync ’
|oday's Schedule ‘our Profile eam Action ltems urface ive Kudos 2, Give Feedbac| tem v
£ CHARMA k= Today's Schedule ~ Your Profile  Team Action | Surface Al @ Give Kud 2, Give Feedback ®Add |
Q_ Search
1
, Today's Schedule <
11 days left | Hey Jane, you're awesome -
October 23rd
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching
. No meetings scheduled toda
® Goals Your Action ltems ® Add feom 9 4
Al Toolkit ,
Upcoming
L Notifications ) ) ] . )
(©) Arranging team discussion ) You (Private)
@ Settings SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
— () Compiling meeting discussion o0 () You (Private)
SUB-ITEM OF: CREATING WEEK 1 ACTION ITEMS
i i Oct 30 You (Privat
IR — | () Creating Week 1 Action ltems o O ou (Private)
’ You (Private)
@ Jane A
(Invite pending)
Q Jon D
® Add 1:1 Workspace
Group Workspaces
All Hands [ )p)A]
Weekly Sync ’


Choosing a goal to link

actions:
Selecting & Choosing
Connecting & Linking

screenKeywords:
000 'fD X
| © Goal Updated X
& Improving leadership skills v/ Mark as complete
Description Details
On your way to become the potato leader you deserve to be
Status ® No Status v~
Sub-Goals
Due £ Oct 27,2023 v
Goal Progress
[0)
0% Owner @ JonD v
[ ) 0 of 1 complete
@/ Improving feedback loop ’ ® No Status xR Next Check-in & Oct 30,2023
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Workspace &2 JonD
Action ltems Department
There are no action items here yet.
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
’ Add a comment...
|000 'fD X
< Improving leadership skills v/ Mark as complete
Description Details
On your way to become the potato leader you deserve to be
Status ® No Status v~
Sub-Goals
Due £ Oct 27,2023 v
Goal Progress
[0)
0% Owner @ JonD v
[ ) 0 of 1 complete
@/ Improving feedback loop ’ ® No Status xR Next Check-in & Oct 30,2023
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Workspace &2 JonD
Action ltems Department
There are no action items here yet.
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
’ Add a comment...
|000 'fD X
< Improving leadership skills v/ Mark as complete
Description Details
On your way to become the potato leader you deserve to be
Status ® No Status v
Sub-Goals
Due £ Oct 27,2023 v
There are no sub-goals here yet.
9 v Owner @ JonD v
Choose goal to link
Next Check-in & Oct 30, 2023
Select... Q Cancel
Workspace &2 JonD
Action ltems Department
There are no action items here yet.
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
Q Add a comment...
|000 'fD X
< Improving leadership skills v/ Mark as complete
Description Details
On your way to become the potato leader you deserve to be
Status ® No Status v
Sub-Goals
Due £ Oct 27,2023 v
There are no sub-goals here yet.
9 v Owner @ JonD v
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Next Check-in & Oct 30, 2023
Action Items
Workspace &2 JonD
There are no action items here yet. Department
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
’ Add a comment...
|000 'fD X
< Improving leadership skills v/ Mark as complete
Description Details
On your way to become the potato leader you deserve to be
Status ® No Status v
Sub-Goals
Due £ Oct 27,2023 v
There are no sub-goals here yet.
9 v Owner @ JonD v
Choose goal to link
Next Check-in & Oct 30, 2023
@ Improving feedback loop Q Cancel
Workspace &2 JonD
Action ltems Department
There are no action items here yet.
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
’ Add a comment...
|000 'fD X
< Improving leadership skills v/ Mark as complete
Description Details
On your way to become the potato leader you deserve to be
Status ® No Status v
Sub-Goals
Due £ Oct 27,2023 v
There are no sub-goals here yet.
9 v Owner @ JonD v
Choose goal to link
Next Check-in & Oct 30, 2023
Select... Q Cancel
Workspace &2 JonD
@/ Improving feedback loop
Owner: Jane Smith Department
There are no action items here yet.
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
Q Add a comment...


Adding a question (rating)

screenElements:
Switch
Page Control

screenPatterns:
Error
Add & Create

screenKeywords:
Best Potato Award Save & Exit
Questions
~ Question type
v
Rating v
Question *
How confident are you at being the best potato?
Add more details
1 Label
2 Label
3 Label ]
+ Add option
@) Include reasoning
Question *
Summarize why you chose that rating
User will be provided with text area to input written response
Required 0
‘
|Best Potato Award Save & Exit

Template name
Best Potato Award

Description
You have been a great potato to us all, and we really appreciate that. You would be the best
potato with X aspect being improved.

Questions
+ Add Question
|Best Potato Award Save & Exit
Template name
Best Potato Award
Description
You have been a great potato to us all, and we really appreciate that. You would be the best
potato with X aspect being improved.
Questions
N @ Question title is required
e Question type
Short Answer v
Question *
Question title
Add more details
User will be provided with text area to input written response
Required 0
+ Add Question
|Best Potato Award Save & Exit
~ Question type
v
Rating v
Question *
How confident are you at being the best potato?
Add more details
1 Very confident
2 Slightly confident
3 Not confident at all ]
+ Add option
@) Include reasoning
Question *
Summarize why you chose that rating
User will be provided with text area to input written response
@) Required 0
|Best Potato Award Save & Exit
~ Question type
v
Rating v
Question *
How confident are you at being the best potato?
Add more details
1 Very confident
2 Slightly confident
3 Not confident at all ]
+ Add option
@) Include reasoning
Question *
Summarize why you chose that rating
User will be provided with text area to input written response
Required 0
|Best Potato Award Save & Exit
Questions
~ Question type
v
Rating v
Question *
How confident are you at being the best potato?
Add more details
1 Very confident
2 Slightly confident
3 Not confident at all ]
+ Add option
@) Include reasoning
Question *
Summarize why you chose that rating
User will be provided with text area to input written response
Required 0
‘
|Best Potato Award Save & Exit
Template name
Best Potato Award
Description
You have been a great potato to us all, and we really appreciate that. You would be the best
potato with X aspect being improved. What do you think?
Questions
How confident are you at being the best potato?*
1 2 3
Summarize why you chose that rating
Short Answer
~ Question type
v
Rating v
Question *
How confident are you at being the best potato?
Add more details
|Best Potato Award Save & Exit
~ Question type
v
Rating v
Question *
How confident are you at being the best potato?
Add more details
1 Very confident
2 Slightly confident
3 Not confident at all ]
+ Add option
@) Include reasoning
Question *
Summarize why you chose that rating
User will be provided with text area to input written response
@) Required 0
|Best Potato Award Save & Exit
Template name
Best Potato Award
Description
You have been a great potato to us all, and we really appreciate that. You would be the best
potato with X aspect being improved.
Questions
N @ Question title is required
e Question type
Rating v
Question *
Question title
Add more details
1 Label
2 Label
3 Label ]
+ Add option
@) Include reasoning ‘
|Best Potato Award Save & Exit
Template name
Best Potato Award
Description
You have been a great potato to us all, and we really appreciate that. You would be the best
potato with X aspect being improved.
Questions
N @ Question title is required
e Question type
Short Answer v
Short Answer
Rating
Gif Selection
User will be provided with text area to input written response
Required 0
+ Add Question


Adding a note

screenPatterns:
Multi-Column Layout
Add & Create

screenKeywords:
Q Meeting Mode Exit Meeting Mode
Attendees
Agenda . q
(M Not Hist =
& Add Discussion Leader [ Custom: Every month on the second Monday v M story 5
General Check In . . .
There are no previous notes for this topic
What's one way | could bett... General Check In
’ ?

Are there any challenges or . What's one way | could better support you as a manager?

How are you feeling about ... < Previous Topic [J Complete topic Next Topic >
Priorities & Support

Are you feeling blocked in a...

Add Note

What are your top 3 prioritie...

What are the updates on the... B I U ==
Career Development Leave a note...

What skills do you need to d...

Are there resources you nee... aF © ¢

Are there people you could L...
Wrap up

Action Items
® Add Action Item
|Q Meeting Mode Exit Meeting Mode
Attendees
Agenda . q
P Not Hist =
& Add Discussion Leader [ Custom: Every month on the second Monday v M story 5
General Check In
Q Jane Smith - a few seconds ago
What's one way | could bett... General Check In Meeting Notes
’ ?

Are there any challenges or ... What's one way | could better Support you as a manager? » Support Jon in crafting a new potato path

How are you feeling about ... < Previous Topic [J Complete topic Next Topic >
Priorities & Support

Are you feeling blocked in a...

Add Note

What are your top 3 prioritie...

What are the updates on the... B I U ==
Career Development Leave a note...

What skills do you need to d...

Are there resources you nee... aF © ¢

Are there people you could L...
Wrap up

Action Items
® Add Action Item
|Q Meeting Mode Exit Meeting Mode
Attendees
Agenda . q
(M Not Hist =
& Add Discussion Leader [ Custom: Every month on the second Monday v M story 5
General Check In . . .
There are no previous notes for this topic
What's one way | could bett... General Check In
’ ?

Are there any challenges or . What's one way | could better support you as a manager?

How are you feeling about ... < Previous Topic [J Complete topic Next Topic >
Priorities & Support

Are you feeling blocked in a...

Add Note

What are your top 3 prioritie...

What are the updates on the... B I U = i=
Career Development * SupportJon in crafting a new potato path

What skills do you need to d...

Are there resources you nee... aF © ¢

Are there people you could L...
Wrap up

Action Items
® Add Action Item
|Q Meeting Mode Exit Meeting Mode
Attendees
Agenda . q
(M Not Hist =
& Add Discussion Leader [ Custom: Every month on the second Monday v M story 5
General Check In . . .
There are no previous notes for this topic
What's one way | could bett... General Check In
’ ?

Are there any challenges or . What's one way | could better support you as a manager?

How are you feeling about ... < Previous Topic [J Complete topic Next Topic >
Priorities & Support

Are you feeling blocked in a...

Add Note

What are your top 3 prioritie...

What are the updates on the...
Career Development @ Add Note

What skills do you need to d...

Are there resources you nee...

Are there people you could L...
Wrap up Action Items

® Add Action Item
|Q Meeting Mode Exit Meeting Mode
Attendees
Agenda . q
(M Not Hist =
& Add Discussion Leader [ Custom: Every month on the second Monday v M story 5

G L Check |

enera eckin There are no previous notes for this topic

What's one way | could bett... General Check In

’ ?

Are there any challenges or . What's one way | could better support you as a manager?

How are you feeling about ... < Previous Topic [J Complete topic Next Topic >
Priorities & Support

Are you feeling blocked in a...

Add Note

What are your top 3 prioritie...

What are the updates on the... B I U = i=
Career Development .

What skills do you need to d...

Are there resources you nee... aF © ¢

Are there people you could L...
Wrap up

Action Items
® Add Action Item


Giving a peer review

screenElements: Chip Tile

screenKeywords:
e Review for Jon Doe Saved draft. X
Collaboration & Teamwork
e Questionnaire
helpful team player
Jon has been a great asset to the team. They are always willing to help out their
a Review & Submit team mates and put in the extra effort to ensure the team is successful. They also
understand that it's not just about getting their piece of the puzzle done, but that
they are part of a team and need to work together to get the job done.
Problem-solving skills
detail oriented analytical
Jon does a great job of breaking down complex problems into smaller,
manageable pieces. They are also very detail-oriented and analytical, which helps
to ensure that we have a deep understanding of the problem before attempting to
solve it.
Communication
direct
Jon is very direct in their communication. This can be useful at times, helping to
keep conversations focused. However, they need to be mindful of how their
directness can come across as abrasive to others.
Growth Mindset
adaptable
Jon is incredibly adaptable. They are able to take new information and pivot
quickly and easily to new strategies and plans. This is an invaluable skill that
helps the team stay nimble and ahead of the competition.
|e Review for Jon Doe Saved draft. X
a Questionnaire Questionnail’e
Collaboration & Teamwork
2  Review & Submit
What best describes their collaboration & teamwork? Select up to 2
@ inclusive @® helpful ® organized ® empathetic
@ responsive ® team player @ unreliable ® competitive
@ resistant (® unresponsive @ withdrawn
® Add your own
Why did you choose those adjectives?
Use FeedbackAl to jump start thoughtful feedback based on your inputs above.
Then sprinkle in specific examples of your own.
4 Generate Feedback
B U I == © GIF
We worked together on Project X and...
Problem-solving skills
|Cancel
Anonymous Reviews
How it works
1 Write a FeedbackAl guided peer review
Choose adjectives to answer prompts and let FeedbackAl help write
constructive feedback. Add your own words and examples then send it.
Time est: 10 mins
2 Go on living your life
Your review will only be visible to Jane S, who kicked off this 360 review.
Once all the peer reviews in, they will summarize the feedback in a
constructive way that keeps you anonymous.
|e Review for Jon Doe Saved draft. X
@ inclusive © helpful @ organized @ empathetic
a Questionnaire
@ responsive © team player @ unreliable @ competitive
2  Review & Submit
@ resistant @ unresponsive @ withdrawn
® Add your own
Why did you choose those adjectives?
Use FeedbackAl to jump start thoughtful feedback based on your inputs above.
Then sprinkle in specific examples of your own.
4 Generate Feedback
B U I == © GF
Jon has been a great asset to the team. They are always willing to help out their
team mates and put in the extra effort to ensure the team is successful. They
also understand that it's not just about getting their piece of the puzzle done,
but that they are part of a team and need to work together to get the job done.
Problem-solving skills
Communication
Growth Mindset
|I ©) Shared successfully! X
X
‘i»
&
>
._-# .
&
Nice work on that review
Give yourself a treat today for contributing to someone else’e
growth. Your work here is done.
|e Review for Jon Doe Saving... X
G Questionnaire Questionnaire
Collaboration & Teamwork
2 Review & Submit
What best describes their collaboration & teamwork? Select up to 2
@ inclusive © helpful @ organized @ empathetic
@ responsive © team player @ unreliable @ competitive
@ resistant @ unresponsive @ withdrawn
® Add your own
Why did you choose those adjectives?
Use FeedbackAl to jump start thoughtful feedback based on your inputs above.
Then sprinkle in specific examples of your own.
4 Generate Feedback
BUTI | =& ©cF
We worked together on Project X and...
Problem-solving skills
|[ICHARMA Coaching
Q_ Search Kudos Feedback 360 Reviews
11 days left Open Reviews Open 360 Reviews Kick off Self 360 ) (e
©f Home Past Reviews 360 reviews offer a full view of how the team is doing.
&> Coaching
@ Goals Open Peer Reviews
Al Toolkit Peer reviews that need your attention
L Notifications G Jon Doe
i Peer Review for Jon D (Due Oct 24, 2023)
€3 Settings
Open 360 Reviews
360 Reviews that you kicked off
1:1 Workspaces
Jon Doe View
Q You (Private)
Waiting for peer reviews (Due Oct 24, 2023)
N
@ Jane A
(Invite pending)
Q Jon D
® Add 1:1 Workspace
Group Workspaces
All Hands [ Jp)a)
Weekly Sync ”
|IICHARMA k- Coaching
Q_ Search Kudos Feedback 360 Reviews
11 days left Open Reviews Open 360 Reviews Kick off Self 360 ) (e
©f Home Past Reviews 360 reviews offer a full view of how the team is doing.
&> Coaching
@ Goals Open Peer Reviews
Al Toolkit Peer reviews that need your attention
L Notifications (1]
No peer reviews need your attention right now
€3 Settings
.
Open 360 Reviews
360 Reviews that you kicked off
1:1 Workspaces
’ You (Private) Jon Doe View
1 of 2 reviews submitted (Due Oct 24, 2023)
@ Jane A L]
(Invite pending)
Q Jon D
® Add 1:1 Workspace
Group Workspaces
All Hands [ )D)a)
Weekly Sync ’
|Q Review for Jon Doe Saved draft. X
0 Questionnaire Review & Submit
Collaboration & Teamwork
a Review & Submit helpful  team player
Jon has been a great asset to the team. They are always willing to help out their
team mates and put in the extra effort to ensure the team is successful. They also
understand that it's not just about getting their piece of the puzzle done, but that
they are part of a team and need to work together to get the job done.
Problem-solving skills
detail oriented analytical
Jon does a great job of breaking down complex problems into smaller,
manageable pieces. They are also very detail-oriented and analytical, which helps
to ensure that we have a deep understanding of the problem before attempting to
solve it.
Communication
direct
Jon is very direct in their communication. This can be useful at times, helping to
keep conversations focused. However, they need to be mindful of how their
directness can come across as abrasive to others.
Growth Mindset
adaptable
Jon is incredibly adaptable. They are able to take new information and pivot
quickly and easily to new strategies and plans. This is an invaluable skill that
helps the team stay nimble and ahead of the competition. l
|e Review for Jon Doe Saved draft. X
a Questionnaire Questionnaire
Collaboration & Teamwork
2  Review & Submit
What best describes their collaboration & teamwork? Select up to 2
@ inclusive © helpful @ organized @ empathetic
@ responsive © team player @ unreliable @ competitive
@ resistant @ unresponsive @ withdrawn
® Add your own
Why did you choose those adjectives?
Use FeedbackAl to jump start thoughtful feedback based on your inputs above.
Then sprinkle in specific examples of your own.
4 Generate Feedback
B U I == © GF
Jon has been a great asset to the team. They are always willing to help out their
team mates and put in the extra effort to ensure the team is successful. They
also understand that it's not just about getting their piece of the puzzle done,
but that they are part of a team and need to work together to get the job done.
Problem-solving skills


Making item high priority

screenPatterns:
Favorite & Pin
Favorite & Pin

screenKeywords:
ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
Q_ Search
1
' Today's Schedule <
11 days left : Hey Jane, you're awesome -
October 23rd
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching
. No meetings scheduled toda
® Goals Your Action ltems ® Add feom 9 4
Al Toolkit ,
Upcoming
L Notifications . . )
(©) Creating Week 1 Action ltems o o0 () Oct 30 You (Private)

€3 Settings

1:1 Workspaces
’ You (Private)
@ Jane A

(Invite pending)
Q JonD
® Add 1:1 Workspace

Group Workspaces
All Hands [ )p)A]
Weekly Sync ’
|ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
Q_ Search
. Today's Schedule <
11 days left Hey Jane, you're awesome -
October 23rd
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching
. No meetings scheduled toda
® Goals Your Action ltems ® Add feom 9 4
Al Toolkit .
Upcoming
L Notifications . . )
(©) Creating Week 1 Action ltems 28y oo (D Oct 30 You (Private)
1:1 Workspaces
l You (Private)
@ Jane A
(Invite pending)
@ Jon D
® Add 1:1 Workspace
Group Workspaces
All Hands _ JD)A)
Weekly Sync ’
|ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
Q_ Search
1
' Today's Schedule <
11 days left Hey Jane, you're awesome -
October 23rd
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching
. No meetings scheduled toda
® Goals Your Action ltems ® Add feom 9 4
Al Toolkit ,
Upcoming
L Notifications . . )
(©) Creating Week 1 Action ltems oo (D Oct 30 You (Private)

€3 Settings

1:1 Workspaces

’ You (Private)
@ Jane A

(Invite pending)
@ JonD
® Add 1:1 Workspace

Group Workspaces
All Hands C Jp)A)
Weekly Sync ’


Workspace detail

screenElements: Avatar Banner Tab

screenElements: Banner Avatar Banner Tab

screenPatterns:
Timeline & History
Notifications

screenKeywords:
£ CHARMA ke
m» Jon D <>Jane S ® ©

Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History

11 days left

Show: Open Goals v

©f Home

& Coaching Goals

@ Goals
@ Jon Doe

Al Toolkit

Q Notifications Goal Name Due “ Status Progress

{3 Settings & Building a Strong Network ] Oct27,2023 ® No Status

9 Developing Emotional Intelligence #] Oct27,2023 ® No Status

1:1 Workspaces [Z) improving leadership skills % 2 & Oct27,2023 ® OnTrack !

G You (Private)

@ Jane A

(Invite pending)
Q Jon D
® Add 1:1 Workspace

Group Workspaces

All Hands (1A)D) ]

Weekly Sync ”
|[«
LZiICHARMA All Hands [ ) © oo
Q_ Search A workspace for the whole team to collaborate. New members will always be added to this workspace.
10 days left Workspace Kudos Goals Private Notes History
© Home Kudos 53 Customize Give Kudos
&> Coaching
Q Jon Doe gave Kudos - Oct 23, 2023
@ Goals
JON GAVE YOU KUDOS
Al Toolkit
L Notifications
€3 Settings Mw
Starred Workspaces
®

Q Jon D
All Hands (A)0) ]
1:1 Workspaces
’ You (Private)
@ Amanda L

(not invited yet)
@ Jane A

(Invite pending)
( ®Add 1:1 Workspace ) .
|[
LZiICHARMA All Hands ® © oo
Q_ Search A workspace for the whole team to collaborate. New members will always be added to this workspace.
10 days left Workspace Kudos Goals Private Notes History

© Home Agenda Templates v @ Add Topic CJ Start Meeting
& Coaching Next meeting: Mon, October 30, 9:00am
& .
@ Goals £ Monthly review
Al Toolkit

© ” Sweet Potato Team
L Notifications

© ” Golden Potato Team
€3 Settings

@ Add Topic
Action ltems Hide Goal Action Items @ Add Item
Starred Workspaces
ACTION ITEMS DUE DATE OWNER

Q Jon D

() List 5 ideas for backlog cleaning [ O1 oeee (O Oct30 @ Jon Doe
All Hands (1A)D) )
1:1 Workspaces
” You (Private)
@ Amanda L

(not invited yet)
@ Jane A
(Invite pending)

( ®Add 1:1 Workspace ) l
|£ CHARMA I
’» JonD <>Jane S @ O

Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History

11 days left

Feedback & Kudos 53 Customize Request Feedback Give Feedback & Kudos v

©f Home

&> Coaching

@ Goals No one has given kudos yet

Al Toolkit Start things out by giving Jon a Kudos!

L Notifications (2] ©Give Kudos

€3 Settings

o =

1:1 Workspaces

o Q @2

@ Jane A

(Invite pending)
Q Jon D
® Add 1:1 Workspace

Group Workspaces

All Hands (1A)D) ]

Weekly Sync ’
|[ICHARMA
‘» JonD <> Jane S ® o
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
11 days left
Show: Open Goals v
© Home
&> Coaching
9
© Goals You don’t have any goals here yet.
|
Al Toolkit Create one now!
£ Notifications
€3 Settings
1:1 Workspaces
. You (Private)
@ Jane A
(Invite pending)
Q Jon D
® Add 1:1 Workspace
Group Workspaces
All Hands (1A)D) ]
Weekly Sync .
|£ CHARMA I
’» Jon D <>Jane S @ ©
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
11 days left
B Home Meetings Notes Welcome to Meeting Note History
Completed Items ﬁv As of August 25th 2022, a snapshot of your meeting notes will be recorded here Learn More X
&> Coaching after each meeting.
@ Goals
Al Toolkit Meeting Notes Monday, Oct 23rd 2023 v
£ Notifications Q Monday October 23rd at 3:07pm
@ Settings General Check In
S & What's one way | could better support you as a manager? Details
Notes
1:1 Workspaces
’ Jane Smith - 7 minutes ago
’ You (Private) Support Jon in crafting a new potato path
Brainstorm a new potato career for Jon
@ Jane A
(Invite pending)
S @ Are there any challenges or concerns since we met last? Details
Q Jon D
Notes
® Add 1:1 Workspace
Q Jon Doe - 4 minutes ago
Team communication has not been the most efficient
Group Workspaces
ERES QD’ S @& How are you feeling about work? Details
Weekly Sync
,’ Priorities & Support
|£ CHARMA I
Q» Jon D <>Jane S ® ©
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
2 days left
o H Top Secret Zone
ome
This is a place for you to take notes that you're not ready for Jon to see yet (or ever).
&> Coaching
B U I == © GIF
@ Goals
Add your notes here
Al Toolkit
L Notifications
€3 Settings
Starred Workspaces
@ Jon D
All Hands ®»
1:1 Workspaces
Q You (Private)
@ Amanda L
(not invited yet)
® Add 1:1 Workspace
Group Workspaces
|£ CHARMA I
’» JonD <>Jane S @ O
Q Search Jane Smith
Workspace Feedback & Kudos Goals Private Notes  History
11 days left @ Currently viewing
L] Templates v opic | v tart Meeting
Agenda @ Templ @ Add Topi TJ Start Meeti
©f Home
Next meeting: Tue, October 24, 9:00am v
&> Coaching
2 General Check In
@ Goals « . . . . L
Start the meeting with a high level check in before diving into the weeds.
Al Toolkit
@ Add Topic
L Notifications
Slcetngs & Priorities & Support
A chance to surface anything that might be hurting the progress of work projects and to align on priorities.
1:1 Workspaces & Career Development
Check in on career development to ensure that employees are supported in their growth.
’ You (Private)
@ Add Topic
@ Jane A
(Invite pending) : Ad Hoc TOpiCS
@ Jon D Discussion topics that don't fit in other sections can go here.
@ Add Topic
® Add 1:1 Workspace
Group Workspaces ACtion Items @ Add ltem
All Hands (1A)D) ] ACTION ITEMS DUE DATE OWNER
Weekly Sync ’ | () Potato crafting meeting with Jon [ o oo () Oct 30 ’ Jane Smith
|Updates X
Q Jon Doe 31 minutes ago
added a new comment to Are you feeling blocked in
any of your p...
(O Just to add to the list: - The new potato variety is
being examined currently
Q Jon Doe 34 minutes ago
added a new comment to Are there any challenges or
concerns sin...
(O Team communication has not been the most efficient
|[«
HER LT @D JonD <> Jane s ® o-
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
14 days left
e Introducing AgendaAl
©f Home ,-.'.' 9 A9 ) i . Learn more s% Connect Slack X
° Get suggested topics based off of your Slack discussions
&> Coaching
@ Goals Agenda Templates v @ Add Topic CJ Start Meeting
Al Toolkit Next meeting: Settime v
L Notificati
= Toufications & General Check In
@& Settings Start the meeting with a high level check in before diving into the weeds.
® What's one way | could better support you as a manager? %
— © & y pporty g
() ' ® Arethere any challenges or concerns since we met last?
L
G © & How are you feeling about work? %
e You (Private) @ Add Topic
@ Jane A New Lo
eenaig] & Priorities & Support
A chance to surface anything that might be hurting the progress of work projects and to align on priorities.
@ Jon D
(Invite pending) © & Areyou feeling blocked in any of your projects? %
® Add 1:1 Workspace © e What are your top 3 priorities until we meet again?
© e What are the updates on the previous priorities?
Group Workspaces @ Add Topic
AllHands  New @DD
& Career Development
@ Quick Start Guide Check in on career development to ensure that employees are supported in their growth.
|£ CHARMA I
Q» JonD <>Jane S ® o
Q. Search & Copy Link
Workspace Feedback & Kudos Goals Private Notes  History .
11 days left ———— % Transfer workspace
Agenda Templates v @ Add Topic | v (3» Export Activity |
© Home €3 Workspace Settings
Next meeting: Tue, October 24, 9:00am v
© Coaching UJ Delete workspace
2 General Check In
@ Goals « ) ) . ) o
Start the meeting with a high level check in before diving into the weeds.
Al Toolkit
@ Add Topic
L Notifications
O L.
Slcetngs & Priorities & Support
A chance to surface anything that might be hurting the progress of work projects and to align on priorities.
1:1 Workspaces & Career Development
Check in on career development to ensure that employees are supported in their growth.
O You (Private)
@ Add Topic
@ Jane A
(Invite pending) : Ad Hoc TOpiCS
Q Jon D Discussion topics that don't fit in other sections can go here.
@ Add Topic
® Add 1:1 Workspace
Group Workspaces Action Items @Add Item
All Hands (1A)D) ] ACTION ITEMS DUE DATE OWNER
Weekly Sync Q | () Potato crafting meeting with Jon [ o oo () Oct 30 O Jane Smith


Setting meeting time

screenKeywords:
[«
“ICHARMA All Hands @ O -
Search workspace for the whole team to collaborate. New members will always be added to this workspace.
Q A kspace for the whol llab N b ill always be added hi ksp
11 days left Workspace Kudos Goals Private Notes  History

© Home Agenda Templates v @ Add Topic CJ Start Meeting
& Coaching Next meeting: Settime v
@ Goals & Month Enter time manually
Al Toolkit Connect to Calendar event (D

© @ sw
L Notifications

© ’ Golden Potato Team )
€3 Settings

@ Add Topic

© Q Ideas for backlog cleaning
1:1 Workspaces © ’ Sorting current backlog
’ You (Private) ® Add Subtopic
@ Jane A

Invi di .
(e pending) Action Items Hide Goal Action Items ® Add Item
Q Jon D
@ Add 1:1 Workspace Keep the team on track by creating action items during, in between and after
meetings.

Group Workspaces + Add Action ltem
All Hands [ Jp)A)
Weekly Sync ’
|Set Meeting Time X
Set the meeting time to get reminders for upcoming meetings &
view your upcoming discussion topics in your Home.
Start Date 10/23/2023 5
Repeat every 1 week at 09:00 AM ©

Cancel
|<
“ICHARMA All Hands ® o-
Q_ Search A workspace for the whole team to collaborate. New members will always be added to this workspace.
11 days left Workspace Kudos Goals Private Notes History

© Home Agenda Templates v @ Add Topic CJ Start Meeting
& Coaching Next meeting: Settime v
& .
© Goals & Monthly review
Al Toolkit

© ’ Sweet Potato Team
L Notifications

© ’ Golden Potato Team 0o (D
€3 Settings

@ Add Topic

© Q Ideas for backlog cleaning
1:1 Workspaces © ’ Sorting current backlog
’ You (Private) ® Add Subtopic
@ Jane A

Invi di .
(invite pending) Action ltems Hide Goal Action ltems ® Add Item
Q Jon D
@ Add 1:1 Workspace Keep the team on track by creating action items during, in between and after
meetings.

Group Workspaces + Add Action Item
All Hands (1A)D) )
Weekly Sync ’
|<
“ICHARMA All Hands ® o-
Q_ Search A workspace for the whole team to collaborate. New members will always be added to this workspace.
11 days left Workspace Kudos Goals Private Notes History

© Home Agenda Templates v @ Add Topic CJ Start Meeting
& Coaching Next meeting: Mon, October 30, 9:00am
& .
© Goals & Monthly review
Al Toolkit

© ’ Sweet Potato Team
L Notifications

© ’ Golden Potato Team 0o (D
€3 Settings

@ Add Topic

© Q Ideas for backlog cleaning
1:1 Workspaces © ’ Sorting current backlog
’ You (Private) ® Add Subtopic
@ Jane A

Invi di .
(invite pending) Action ltems Hide Goal Action ltems ® Add Item
Q Jon D
@ Add 1:1 Workspace Keep the team on track by creating action items during, in between and after
meetings.

Group Workspaces + Add Action Item
All Hands (1A)D) )
Weekly Sync ’


View member profile

screenElements: Carousel Table

screenKeywords:
£ CHARMA e
Q_ Search
10 days left 0
© Home Kudos
& Coaching Jane Adams et s
@ Goals jdoe.mobbin@gmail.com
You gave kudos to Jane A You gave kudos to Jane A
Al Toolkit = Title & Jane A<>Jane S | Oct 23,2023 @ Public | Oct 19, 2023
L Notifications - Y
b 00 H )
Department 4
{3 Settings __ePar men o .\1 ‘ ‘ )
Invite Teammates & Q  Manager
S Jane Smith \ o i ;
p I THINK
Starred Workspaces i s H o u L D
@ Jon D Good job on the new design Jane! Looking forward to
seeing the full implementation!
All Hands
() 3 5 5
1:1 Workspaces
’ You (Private) Goals
@ Amanda L
(frertioizel ) There are no goals to see here
@ A Ar'1y of their goals in workspaces that you share
(Invite pending) will appear here.
( ®Add 1:1 Workspace ) l
|[« q
LiCHARMA Admin Console
Q. Search N )
Members  Billing  Analytics
10 days left
Organization
©f Home
You are using 3 seats.
&> Coaching
Organization Name
@ Goals . L
Jane Smith's organization
Al Toolkit
Allow users from the following domains to join this org
L Notifications
Select...
€3 Settings
Invite Teammates & Members
Starred Workspaces Q. Search Members Add member
@ Jon D
Name “ Department Role Last Seen Origin
All Hands (1A)D) ]
Jane Adams 000
° Individual Contributor Invite Pending Invited by Jane S
jdoe.mobbin@gmail.com
1:1 Workspaces
8 View profile
; Jane Smith i
Q You (Private) Q Potato Manager a minute ago Created organiz f Edit member
janesmith1l.mobbin@gmail.com
@ Amanda L X Remove member
(not invited yet) Jon Doe
Q Individual Contributor 37 minutes ago Invited by Jane S °e°
jsmith.mobbin@gmail.com
@ Jane A
(Invite pending)
( ®Add 1:1 Workspace ) l
|[« q
LiCHARMA Admin Console
Q. Search N )
Members  Billing  Analytics
10 days left
Organization
©f Home
You are using 3 seats.
&> Coaching
Organization Name
@ Goals . L
Jane Smith's organization
Al Toolkit
Allow users from the following domains to join this org
L Notifications
Select...
€3 Settings
Invite Teammates & Members
Starred Workspaces Q. Search Members Add member
@ Jon D
Name “ Department Role Last Seen Origin
All Hands (1A)D) ]
Jane Adams 000
Q Individual Contributor Invite Pending Invited by Jane S
jdoe.mobbin@gmail.com
1:1 Workspaces
; Jane Smith
’ You (Private) G Potato Manager a minute ago Created organization °e°
janesmith1l.mobbin@gmail.com
@ Amanda L
(not invited yet) Jon Doe
Q Individual Contributor 37 minutes ago Invited by Jane S °e°
jsmith.mobbin@gmail.com
@ Jane A
(Invite pending)
( ®Add 1:1 Workspace ) l


Saving compiled review

screenPatterns: Share Save

screenKeywords:
I ) Shared successfully! X
//,\‘f-\\ X
S JE |
+ 2
360 Review Submitted
Nice work on that 360. We've created a discussion topic in your
1:1 workspace and notified them letting them know the
compilation is done and ready to discuss soon.
|e Compiling 360 Review for Jon D Saved draft. D e X
e Read Peer Reviews  Confirm & Submit
Introduction Finish Up!
e Summarize Whend tto rel thi
B U T = = o oF en do you want to release this
review?
Here is the summary of your 360 review
e Confirm & Submit .
O Immediately
O Later
Share it anytime in the coaching tab.
Collaboration & Teamwork
helpful team player
Jon is a dedicated team player who consistently goes above and beyond to
support their teammates and ensure the success of the team. They understand
the importance of collaboration and working together towards a common goal.
Their efforts have made them an invaluable asset to the team, with full support
from their colleagues.Jon is a team player who puts in extra effort and prioritizes
teamwork to ensure success.
Problem-solving skills
logical detail oriented
Jon is highly skilled at problem-solving, using logical thinking and breaking down
complex problems into manageable pieces. They are detail-oriented and
analytical, ensuring a thorough understanding of the issue before finding
solutions. Their abilities are valued by others who rely on them for their expertise
in this area.
|IICHARMA k- Coaching
Q_ Search Kudos Feedback 360 Reviews
10 days left Open Reviews Open 360 Reviews Kick off Self 360 ) (e
©f Home Past Reviews 360 reviews offer a full view of how the team is doing.
&> Coaching
@ Goals Open Peer Reviews
Al Toolkit Peer reviews that need your attention
L Notifications
No peer reviews need your attention right now
€3 Settings
.
Open 360 Reviews
360 Reviews that you kicked off
Starred Workspaces
Q Jon D Jon Doe Share with Jon Doe ) oe0
Ready to share

AL[ Hands QDB L]
1:1 Workspaces
" You (Private)
@ Amanda L

(not invited yet)
Q Jane D

® Add 1:1 Workspace
|e Compiling 360 Review for Jon D Saved draft. D e X
e Read Peer Reviews  Confirm & Submit
Introduction Finish Up!
e Summarize Whend tto rel thi
B U T = = o oF en do you want to release this
review?
Here is the summary of your 360 review
e Confirm & Submit .
O Immediately
@ Later
Share it anytime in the coaching tab.
Collaboration & Teamwork
helpful team player
Jon is a dedicated team player who consistently goes above and beyond to
support their teammates and ensure the success of the team. They understand
the importance of collaboration and working together towards a common goal.
Their efforts have made them an invaluable asset to the team, with full support
from their colleagues.Jon is a team player who puts in extra effort and prioritizes
teamwork to ensure success.
Problem-solving skills
logical detail oriented
Jon is highly skilled at problem-solving, using logical thinking and breaking down
complex problems into manageable pieces. They are detail-oriented and
analytical, ensuring a thorough understanding of the issue before finding
solutions. Their abilities are valued by others who rely on them for their expertise
in this area.
|e Compiling 360 Review for Jon D Saved draft. D e X
e Read Peer Reviews  Confirm & Submit
Introduction Finish Up!
e Summarize Whend tto rel thi
B U T = = o oF en do you want to release this
review?
Here is the summary of your 360 review
e Confirm & Submit .
@ Immediately
O Later
Share it anytime in the coaching tab.
Collaboration & Teamwork
helpful team player
Jon is a dedicated team player who consistently goes above and beyond to
support their teammates and ensure the success of the team. They understand
the importance of collaboration and working together towards a common goal.
Their efforts have made them an invaluable asset to the team, with full support
from their colleagues.Jon is a team player who puts in extra effort and prioritizes
teamwork to ensure success.
Problem-solving skills
logical detail oriented
Jon is highly skilled at problem-solving, using logical thinking and breaking down
complex problems into manageable pieces. They are detail-oriented and
analytical, ensuring a thorough understanding of the issue before finding
solutions. Their abilities are valued by others who rely on them for their expertise
in this area.


Joining a meeting mode

screenKeywords:
£iCHARMA I
m» JaneS<>JonD o ©
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
11 days left
e Introducing AgendaAl
©f Home ,-.'.' 9 A9 ) i . Learn more s% Connect Slack X
° Get suggested topics based off of your Slack discussions
&> Coachin
< 1 Jane Sis already in the
. Enter to join them!
@ Goals Agenda Templates room. Enterfojoin them CJ Start Meeting
Al Toolkit Next meeting: Tue, October 24, 9:00am v Dismiss
L Notificati
= Toufications & General Check In
@& Settings Start the meeting with a high level check in before diving into the weeds.
— © & Arethere any challenges or concerns since we met last? %
© & How are you feeling about work? %
1:1 Workspaces @ Add Topic
Q You (Private)
& Priorities & Support
Q Jane S A chance to surface anything that might be hurting the progress of work projects and to align on priorities.
() ' ® Are you feeling blocked in any of your projects? %
® Add 1:1 Workspace «
© ’ What are your top 3 priorities until we meet again?
Group Work
roup Horiepaces © ’ What are the updates on the previous priorities?
AllHands  New @DP ® Add Topic
Add G Work
& Career Development
Check in on career development to ensure that employees are supported in their growth.
@ Quick Start Guide ©) '& What skills do you need to develop to achieve your 2 year career goals?
|X
3 N
AP IR A
AP W ? SSs
N - \
4 v W
al AR 1]
Welcome to Meeting Mode
Stay in sync and organized during a meeting with this guided
experience.
¢ Real-time Presentation
Like “present” mode on a slide deck; when you click “Next”
everyone in meeting mode moves along with you.
B Notes & Next Steps
Reminds you to take notes & capture nexts steps for each
topic.
Wrap Up ltems
Spend the final moments of the meeting confirming and
prioritizing who accountable for follow ups.
*. Email Summary
All workspace members will receive an email with a meeting
summary after the meeting.
|GB Meeting Mode Exit Meeting Mode
Attendees
Agenda . q
(M Not Hist =
& Add Discussion Leader [ Monthly on the first Monday v M story 5
General Check In . . .
There are no previous notes for this topic
ALl General Check In
Are there any challenges or concerns since we met last?

Are there any challenges or ...

How are you feeling about ... < Previous Topic [J Complete topic Next Topic >
Priorities & Support

Are you feeling blocked in a...

Add Note

What are your top 3 prioritie...

What are the updates on the...
Career Development @ Add Note

What skills do you need to d...

Are there resources you nee...

Are there people you could L...
Wrap up Action Items

® Add Action Item


Adding a template to workspace

screenKeywords:
£ CHARMA I
Q» JonD <>Jane S ® o
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
11 days left
Agenda Templates v @ Add Topic CJ Start Meeting
©f Home
Next meeting: Tue, October 24, 9:00am v
&> Coaching
2 Team Collaboration
@ Goals « ) . ) . . .
Discuss ongoing one on one collaboration with each other and collaboration across team members to understand what is working and
Al Toolkit what is not.
£ Notifications © & How has cross-departmental communication been for you lately?
€3 Settings © & What have been some recent wins & challenges between our teams?
© & Isthere a better meeting or project check-in cadence we should explore?
© & What can | do to make your job easier?
1:1 Workspaces
© & How are you feeling about work lately?
You (Private
Q ( ) @ Add Topic
@ Jane A
(guitelperaigg) & Planning & Priorities
Q Looking ahead, how can you both partner to ensure the joint success of your teams and employees.
Jon D
© & What are the biggest challenges on the horizon for you?
® Add 1:1 Workspace
© & What are your upcoming priorities and goals?
Group Workspaces © & What is one thing we could partner on that would accelerate both of our teams?
All Hands [1A)0) @ Add Topic
Weekly Sync ,’ & General Check In
Start the meetina with a hiah level check in before divina into the weeds.
|£ CHARMA I
O» JonD <>Jane S ® o
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
11 days left
Agenda Templates v @ Add Topic CJ Start Meeting
©f Home
Next meeting: Tue, October 24, 9:00am v
. Browse Templates
&> Coaching
o General Check In Save Workspace as Template
@ Goals “ . . . . o
Start the meeting with a high level check in before diving into the weeds.
Al Toolkit
@ Add Topic
L Notifications
O L.
Slcetngs & Priorities & Support
A chance to surface anything that might be hurting the progress of work projects and to align on priorities.
1:1 Workspaces & Career Development
Check in on career development to ensure that employees are supported in their growth.
Q You (Private)
@ Add Topic
@ Jane A
(Invite pending) : Ad Hoc TOpiCS
@ Jon D Discussion topics that don't fit in other sections can go here.
@ Add Topic
® Add 1:1 Workspace
Group Workspaces Action Items @Add Item
All Hands (1A)D) ] ACTION ITEMS DUE DATE OWNER
Weekly Sync 0 | () Potato crafting meeting with Jon [ o oo () Oct 30 Q Jane Smith
|Template Gallery X
New Hire One on One Skip Level One on One Meeting
Start things off on the right foot with This meeting template is a great starting
new hires by leveraging this template on point for senior managers or executives
their first day. who are connecting with individuals that

they don’t directly manage.
Preview Preview
Remote One on One Meeting Cross Functional One on One
A one on one meeting template tailored Meeting
to focus on discussion topics for remote A general check-in between members of
and distributed teams. different teams that have to work
together on a regular basis.
Preview Preview
Account Executive One on One
A 1:1 template designed specifically for
Sales people and their managers.
Preview
Cancel
|Template Gallery X
Start setting up your workspace with a template
1:1 Meetings  Team Meetings Create new template
Private Recommended
My 1:1 Template Meeting agenda for your weekly
One on One meeting
An always appropriate one on one
meeting template for managers and
their teams.
Preview Preview
New Hire One on One Skip Level One on One Meeting
Start things off on the right foot with This meeting template is a great starting
new hires by leveraging this template on point for senior managers or executives
their first day. who are connecting with individuals that
they don’t directly manage.
Preview Preview
Remote One on One Meeting Cross Functional One on One
Cancel
|Cross Functional One on One Meeting X
A general check-in between members of different teams that have to work together on a
regular basis.
| @ You will be able to edit and customize this template in your workspace

Team Collaboration

Discuss ongoing one on one collaboration with each other and collaboration across team

members to understand what is working and what is not.

© How has cross-departmental communication been for you lately?

© What have been some recent wins & challenges between our teams?

© s there a better meeting or project check-in cadence we should explore?

) What can | do to make your job easier?

© How are you feeling about work lately?

Planning & Priorities

Looking ahead, how can you both partner to ensure the joint success of your teams and

employees.

) What are the biggest challenges on the horizon for you?

) What are your upcoming priorities and goals?

) What is one thing we could partner on that would accelerate both of our teams?

Back Use Template
|Template Gallery X
New Hire One on One Skip Level One on One Meeting
Start things off on the right foot with This meeting template is a great starting
new hires by leveraging this template on point for senior managers or executives
their first day. who are connecting with individuals that

they don’t directly manage.
Preview Preview
Remote One on One Meeting Cross Functional One on One
A one on one meeting template tailored Meeting
to focus on discussion topics for remote A general check-in between members of
and distributed teams. different teams that have to work
together on a regular basis.
Preview Preview
Account Executive One on One
A 1:1 template designed specifically for
Sales people and their managers.
Preview
Cancel
|£ CHARMA I
Q» JonD <>Jane S ® o
Q. Search & Copy Link
Workspace Feedback & Kudos Goals Private Notes  History .
11 days left ———— % Transfer workspace
Agenda Templates v @ Add Topic | v (3» Export Activity |
© Home €3 Workspace Settings
Next meeting: Tue, October 24, 9:00am v
© Coaching UJ Delete workspace
2 General Check In
@ Goals « ) ) . ) o
Start the meeting with a high level check in before diving into the weeds.
Al Toolkit
@ Add Topic
L Notifications
O L.
Slcetngs & Priorities & Support
A chance to surface anything that might be hurting the progress of work projects and to align on priorities.
1:1 Workspaces & Career Development
Check in on career development to ensure that employees are supported in their growth.
O You (Private)
@ Add Topic
@ Jane A
(Invite pending) : Ad Hoc TOpiCS
Q Jon D Discussion topics that don't fit in other sections can go here.
@ Add Topic
® Add 1:1 Workspace
Group Workspaces Action Items @Add Item
All Hands (1A)D) ] ACTION ITEMS DUE DATE OWNER
Weekly Sync Q | () Potato crafting meeting with Jon [ o oo () Oct 30 O Jane Smith
|£ CHARMA I
Q» JonD <>Jane S ® o
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
11 days left
2 General Check In
© Home « ) ) . ) o
Start the meeting with a high level check in before diving into the weeds.
&> Coachin
¢ @ Add Topic
@ Goals
Al Toolkit & Priorities & Support
A chance to surface anything that might be hurting the progress of work projects and to align on priorities.
L Notifications
@ Add Topic
€3 Settings
— & Career Development
Check in on career development to ensure that employees are supported in their growth.
@ Add Topic
1:1 Workspaces
O You (Private) & Ad Hoc Topics
Discussion topics that don't fit in other sections can go here.
@ Jane A
(Invite pending) @ Add TOpiC
@ Jon D
Action ltems ® Add Item
® Add 1:1 Workspace
ACTION ITEMS DUE DATE OWNER
Group Workspaces | () Potato crafting meeting with Jon [ o o () Oct30 O Jane Smith
All Hands (1A)D) ]
Weekly Sync Q


Resources Overview

screenElements:
Navigation Menu
Icon

pagePatterns:
Blog Page
Newsletter Section

screenElements:
Text Field
Navigation Menu
Icon

pagePatterns:
Blog Page
Blog Page
Blog Page
Newsletter Section
Blog Page
Newsletter Section

pageType: Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
Guides Success Stories Articles
The latest resources from Charma
See All Posts
e = @bﬂ
° =
G4 =
ry & Your Goal
(AR, -
How will you measure progress?
(O Completing sub-goals ¥ Automatic Progress
(O Completing action items ~  Automatic
50%
(O Tracking a number, percent, or dollar amount —
%(ey Sub-goals &/
I How will you measure progress?
- Q O Completing sub-goals ¥ Automatic
(O Completing actionitems % Automatic
(O Tracking a number, percent, or dollar amount
Success Stories ¢ 8 min Guides ¢ 11 min
Articles ¢ 8 min
How Keyrenter Denver Succeeding with the St i |
reamiine your goais
used Charma to OKR framework: ith Oh y' 9 :
. T WI armas goa
strengthen their 360 Definition, best hi h d 9 N
. . . lierarc ana custom
review process practices, and practical K IE:
Discover how Charma's 360 review software revolutionized OKR examples ey results
Keyrenter Denver's 360 performance evaluations, saving . . ) o At Charma, we understand that achieving your goals is the
time and enhancing feedback quality. In H_]I_S .compreh.enswe gux.ie, tll s i e Ol . cornerstone of your success story. That's why we're thrilled
definition and history, and.l.llustrate OKR.exampIes. Welll also o unveil our updated Goals tool, offering improved goal
show you how you can utilize best practices and Charma to visualization and greater flexibility in setting your goals.
|ﬂ CH ARM A Product v Use Cases v Resources v About Pricing Login
Guides Success Stories Articles
Guides ¢ 11 min
i Succeeding with the OKR
y framework: Definition,

best practices, and

How will you measure progress? °

R practical OKR examples

O Completing action tems § Automate In this comprehensive guide, we'll dive into the

O Tracking a number, percent, or dollar amount OKR definition and history, and illustrate OKR
examples. We'll also show you how you can utilize
best practices and Charma to implement

.a impactful OKRs.

Read article >
|Guides Success Stories Articles
In this comprehensive guide, we'll dive into the OKR
definition and history, and illustrate OKR examples. We'll
also show you how you can utilize best practices and
Charma to implement impactful OKRs.
Stay in the know < ER2
Get the latest product and management insights every week. Straight to f )
your inbox. (::2
|m CH ARM A Product v Use Cases v Resources v About Pricing Login Try for free
. Articles Q Support center
Read about management Product walkthroughs,
craft, Charma news, and advice, and answers from
Re So u r\ce S the latest from our blog. the Charma team.
Find answers and build Success stories Guides e
. 5 Reasons why team building is
kn0W|edge on a" thlngs Charma. Hear from managers and Dive deep into the topics important for remote + hybrid
teams about why they use that matter most to people teams
and love Charma. managers. .
) Read article -
Resources Overview
Compare
M P
See how Charma
compares to other tools.
00 E é
HARMA -
EICHAR ﬁi Sonia <> Ishan
Q Search Workspace Feedback & Kudos Goals
©t Home
Agend gs08
Next meeting: Tuesday, 11:00am
E-Coaching 360 Reviews
|Most popular posts
¢ 15 min
The importance of feedback in
@ ‘ companies: Universal feedback
-~ templates to strengthen the
> feedback loop
How will you measure progress? Manager Spotight « 12 min
© Completing sub-goals § Automatc Manager Spotlight #1: Amber
(O Completing actionitems & Automatic Bryant, Keyrenter Denver - Leading
(O Tracking a number, percent, or dollar amount = e with Empathy
¢ 12 min
'a Transitioning to Performance
Enablement: Empowering success in
hybrid work & beyond
o 1l &
ﬁ@:ﬁ}g * 4 min
Succeedlng Wlth the OKR I‘-ﬁ" =8, WorkPatterns is now Charma — a
framework: Definition, best ot
practices, and practical
|Guides Success Stories Articles
Stay in the know
Enter i i
Get the latest product and management insights. renoren Subscribe
Most popular posts
¢ 15 min
@ ‘ The importance of feedback in
companies: Universal feedback
-~ templates to strengthen the
> feedback loop
How will you measure progress? Manager Spotight « 12 min
Completi b-goals § Automati -
© Completing sub-goals § Automatc Manager Spotlight #1: Amber
(O Completing actionitems & Automatic Bryant, Keyrenter Denver - Leading
(O Tracking a number, percent, or dollar amount = e with Empathy
¢ 12 min
a mlt Transitioning to Performance


Adding a new option

screenKeywords:
< Back
@ Share your feedback with Jon
Strengths (select up to 2)
Select strengths you want to give feedback on.
@® Creativity ® Organizational Skills ® Communication © Taking Initiative ® Focus @® Versatility
© Details-oriented ® Integrity @ Flexibility ® Dedication @® Resilience @® Supportive
@® Continuously Learning @® Leadership @® Being a good potato
Area of strength @
Examples (Optional)
Opportunities for improvement (select up to 2)
Select opportunities for improvement you want to give feedback on.
@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility
® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive
(® Continuously Learning ® Leadership
|< Back
@ Share your feedback with Jon
Strengths (select up to 2)
Select strengths you want to give feedback on.
@ Creativity @ Organizational Skills @ Communication © Taking Initiative @ Focus @ Versatility
© Details-oriented @ Integrity @ Flexibility @ Dedication @ Resilience @ Supportive
@ Continuously Learning @ Leadership
Examples (Optional)
Opportunities for improvement (select up to 2)
Select opportunities for improvement you want to give feedback on.
@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility
® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive
(® Continuously Learning ® Leadership
|< Back
@ Share your feedback with Jon
Strengths (select up to 2)
Select strengths you want to give feedback on.
@® Creativity ® Organizational Skills ® Communication © Taking Initiative ® Focus @® Versatility
© Details-oriented ® Integrity @ Flexibility ® Dedication @® Resilience @® Supportive
@® Continuously Learning @® Leadership
Area of strength @
Examples (Optional)
Opportunities for improvement (select up to 2)
Select opportunities for improvement you want to give feedback on.
@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility
® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive
(® Continuously Learning ® Leadership
|< Back
@ Share your feedback with Jon

Strengths (select up to 2)
Select strengths you want to give feedback on.

@® Creativity ® Organizational Skills ® Communication © Taking Initiative ® Focus @® Versatility

© Details-oriented ® Integrity @ Flexibility ® Dedication @® Resilience @® Supportive

@® Continuously Learning @® Leadership

Being a good potato @

Examples (Optional)

Opportunities for improvement (select up to 2)
Select opportunities for improvement you want to give feedback on.

@ Creativity (® Organizational Skills (® Communication ® Taking Initiative ® Focus ® Versatility

® Details-oriented @ Integrity ® Flexibility ® Dedication ® Resilience ® Supportive

(® Continuously Learning ® Leadership


Connecting Google Calendar

screenKeywords:
G Sign in with Google
Charma wants to access your
Google Account
, janesmith1.mobbin@gmail.com
This will allow Charma to:
View and edit events on all of your calendars @
° ) ) .
- Associate you with your personal info on Google @
‘ See your personal info, including any personal @
info you've made publicly available
° ; .
- See your primary Google Account email address @
Make sure that you trust Charma
You may be sharing sensitive info with this site or app. You
can always see or remove access in your Google Account.
Learn how Google helps you share data safely.
See Charma'’s privacy policy and Terms of Service.
Cancel Allow
Crnlich f11nitad Vin~AdAm ) - Walm Drivimcsg b
|G Sign in with Google
Choose an account
to continue to Charma
' Jane G Smith
janesmith1.mobbin@gmail.com
® Useanother account
To continue, Google will share your name, email address,
language preference, and profile picture with Charma.
Before using this app, you can review Charma’s
privacy policy and terms of service.
English (United States) v Help Privacy Terms
|ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
Q_ Search
1
, Today's Schedule <
14 days left Hey Jane, you're awesome -
October 19th
You've been showing great leadership skills and we're proud of you.
©f Home
&> Coaching
. No meetings scheduled toda
@ Goals Your Action ltems 9 Y
Al Toolkit
£ Notifications Your action items across Charma will aggregate here. Get started by creating
B Settings one for yourself.
@ Add Action Item
Quick Start Guide X
1:1 Workspaces
Our most effective users take these 5
e You (Private) actions in their first 7 days.
@ e A Symeeatomdar >
. i New
(Invite pending)
7 Give kudos S
@ Jon D
(Invite pending)
& Add Integrations >
® Add 1:1 Workspace
4 Setup a Group Workspace —>
Group Workspaces e Update your proﬁle >
All Hands New
GDB Dismiss
© Quick Start Guide
|ﬂ CHARMA < Today's Schedule Your Profile Team Action ltems Surface Al & Give Kudos 2, Give Feedback ® Add Item v
Q_ Search
1
, Today's Schedule
14 days left Hey Jane, you're awesome -
You've been showing great leadership skills and we're proud of you.
© Home
&> Coaching Connect your Calendar!
@ Goals Your Action Items Connec.t your workspaces t'o caLend.ar eve.nts to s.ee
your daily schedule and quick add discussion topics.
Al Toolkit
o G Connect Google Calendar
L Notifications Your action items across Charma will aggregate here. Get started by creating
{3 Settings one for yourself 0 Connect Office365 Calendar
@® Add Action Item
< Sync calendar
1:1 Workspaces
Connect your workspaces to calendar
e You (Private) events to keep notifications relevant
and timely.

@ J/anf 3 d‘ New

i G Connect Google Calendar

Jon D ;
@ (Invite pending) a Connect Office365 Calendar

Ski
® Add 1:1 Workspace P
I

Group Workspaces +§
AllHands  New @DD ‘

© Quick Start Guide


Goal history

screenElements:
Progress Indicator
Drawer

screenKeywords:
000 'fD X
& Improving feedback loop v Mark as complete
Description Details
The current feedback loop is not sustainable.
Status ® No Status v
Goal Progress
Due {£) Oct 26, 2023 v
70 / 589%  Update progress S
D Owner Q Jane S
28 100
Next Check-in & Oct 24,2023
Sub-Goals
Workspace &2 You (Private)
There are no sub-goals here yet.
Department Potato
& Link Sub-Goal 4+ New Sub-Goal Zﬁ Get suggestions
Parent Goal
Action Items . . .
< Improving leadership skills % 2
Action ltems Due Date Owner °
(©) Creating Week 1 Action ltems o o0 (1 Oct 30 Q Jane Smith Unlink
campaigns.csv
+ Add Action Iltem Zﬁ Get suggestions
Comments
There are no comments here yet.
|History X
Jane Smith created the goal - Oct 23, 2023
|History X
Jane Smith updated progress value - Oct 23, 2023

28 —> 70

Jane Smith linked a parent goal - Oct 23, 2023

@ Improving leadership skills

Jane Smith created the goal - Oct 23, 2023


Filtering dashboard

screenKeywords:
[«
LiCHARMA Manager Dashboard
Q_ Search
10 days left | @ Since you've recently joined Charma the data shown here is limited. We'll send you an email when we've gathered more data. X
©f Home
Show: Last 30 days v
&> Coaching
@ Goals Team Activity Meeting Time
Al Toolkit Cumulative actions taken ® Time in meetings ®
£ Notifications 150
€3 Settings
. s 100
Invite Teammates &

Starred Workspaces

50
Q JonD - @ 1:1 Meetings . Group Meetings
All Hands [ Jp)p) 0

Sep18-Sep24  Sep 25 - Oct 01 Oct 02 - Oct 08 Oct 09 - Oct 15 Oct 16 - Oct 22 Oct 23 - Oct 29 Time spent in meetings per week
. Discussion Topics created 'Action Items created . Discussion Topics completed .Action Items completed . Goals created 1 hourS
1:1 Workspaces .Feedback given .Kudos given .Comments added
. You (Private)
Amanda L Relationship Cadence Management Scorecard
@ (not invited yet) . . L.
Interactions with your teammates ® Key Management Activities ®

Q Jane D

Team member Frequency Mon Tues Wed Thur Fri Report 1:1s Feedback Goa

® Add 1:1 Workspace
Jane Doe Unknown . o Jane Doe [ ] [ ] [ ]
|[«
LiCHARMA Manager Dashboard
Q_ Search
ays le ince you've recently joine: arma the data shown here is limited. We'll send you an email when we've gathered more data.
10 days left ® si ' tly joined Ch the data sh h is limited. We'll d ilwh f thered dat X
©f Home
Show:  Year to date v
&> Coaching
@ Goals Team Activity Meeting Time
Al Toolkit Cumulative actions taken ® Time in meetings ®
£ Notifications 150
€3 Settings
q P 100
Invite Teammates &
Starred Workspaces
50
Q JonD I . 1:1 Meetings . Group Meetings
All Hands [ Jp)p) 0
Dec 26, 2022 - Jan 01, 2023 Feb 27 - Mar 05 May 01 - May 07 Jul 03 - Jul 09 Sep 04 - Sep 10 Time spent in meetings per week
.DiscussionTopicscreated 'Action Items created .Discussion Topics completed .Action Items completed .Goals created 0 hOUI’S
1:1 Workspaces .Feedbackgiven .Kudos given .Commentsadded
. You (Private)
Amanda L Relationship Cadence Management Scorecard
@ (not invited yet) . . L.
Interactions with your teammates ® Key Management Activities ®
Q Jane D
Team member Frequency Mon Tues Wed Thur Fri Report 1:1s Feedback Goa
® Add 1:1 Workspace
Jane Doe Unknown . o Jane Doe [ ] [ ] [ ]
|[«
LiCHARMA Manager Dashboard
Q_ Search
10 days left | @ Since you've recently joined Charma the data shown here is limited. We'll send you an email when we've gathered more data. X
©f Home
Show: Last 30 days v
&> Coaching
@ Goals Team A( Last30days Meeting Time
Last 60 days . . .
Al Toolkit Cum en © Time in meetings ®
Year to date
£ Notifications 150
€3 Settings
. s 100
Invite Teammates &
Starred Workspaces
50
Q JonD - @ 1:1 Meetings . Group Meetings
All Hands [ Jp)p) 0
Sep18-Sep24  Sep 25 - Oct 01 Oct 02 - Oct 08 Oct 09 - Oct 15 Oct 16 - Oct 22 Oct 23 - Oct 29 Time spent in meetings per week
. Discussion Topics created 'Action Items created . Discussion Topics completed .Action Items completed . Goals created 1 hourS
1:1 Workspaces .Feedback given .Kudos given .Comments added
. You (Private)
Amanda L Relationship Cadence Management Scorecard
@ (not invited yet) . . L.
Interactions with your teammates ® Key Management Activities ®
Q Jane D
Team member Frequency Mon Tues Wed Thur Fri Report 1:1s Feedback Goa
® Add 1:1 Workspace
Jane Doe Unknown . o Jane Doe [ ] [ ] [ ]


Setting schedule

screenKeywords:
Actions v X
) Ideas for backlog cleaning
Discussion Leader Q Jon Doe
Revisit Set schedule v
Attachments > Snooze until specific date
Daily (Monday to Friday)
Action Items v
Weekly on Monday
Monthly on the first Monday
More Options
“D View history
There are no comments
here yet.
o Leave a comment...
|Actions v X
) Ideas for backlog cleaning
Discussion Leader Q Jon Doe
Revisit Set schedule v
Attachments v

Upload attachments
Action ltems v
Add action item
“D View history
There are no comments
here yet.

o Leave a comment...
|Actions v X
| © Recurrence created X
) Ideas for backlog cleaning
Discussion Leader Q Jon Doe
Revisit Daily (Monday to Friday) v
Attachments >
Action Items v
Add action item
“D View history
There are no comments
here yet.
o Leave a comment...
|Actions v X

© ldeas for bacK Set this topic to be revisited
in the future. When you
revisit the topic, past

Discussion Leader comments will be visible.
Attachments >

Action Items v

Add action item
“D View history
There are no comments
here yet.

. Leave a comment...