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25 stocks « By A-Z
@ Abbott Labs $92.71
ABT * Medical Devices v 0.15%
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@ Amgen $267.98
AMGN - Biotechnology a 2.45%
9 Analog Devices $154.15
ADI + Semiconductors v 4%
@ AstraZeneca PLC $62.50
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e Cardinal Health $91.04
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@ AstraZeneca PLC $62.50
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@ Abbott Labs $92.71
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@ Amgen $267.98
AMGN - 139.91B 4 2.45%
@ Texas Instruments $140.63
TXN - 129.98B v 1.74%
% IBM $142.63
IBM - 129.83B 4 0.08%
@ Qualcomm $107.46
QCOM - 118.80B 4 0.94%
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TXN - 129.98B v 1.74%
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< Helr;))ﬁwg you 24/7 .
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Outside these allowances, you
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Goals

appName: Charma

appCategory: Business

appTagline: People management software

companyHqRegion: US & Canada

platform: web

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pageType: Marketing Marketing Marketing Marketing Marketing Marketing

allAppCategories: Communication Productivity Business

screenKeywords:
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Definition, best them? goals and objectives
pr‘actices, and pr‘actical What are SMART goals? We break down how to set In this guide, we'll explore key the difference between
SMART goals, and provide examples of how they can goals and objectives and provide tips for setting and
OKR examples benefit individuals, teams, and organizations. achieving both.
In this comprehensive guide, we'l 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.
|m CH ARM A Product v Use Cases v Resources v About Pricing Login
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|m CH ARM A Product v Use Cases v Resources v About Pricing Login
Keep your team accountable with goals
that connect to recurring meetings and
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What topics do you chat . . .
about in your 11? actually drive day-to-day priorities or activities.
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It's time to check on your goak are empowered to continuously measure progress and coordinate across teams,
Improve public speaking never losing sight of the big picture.
When you create a goal in Charma, you have the ability to define a check-in
interval which automatically adds a discussion topic to the relevant meeting
agenda on the appropriate cadence.
|m c H ARM A Product v Use Cases v Resources v About Pricing Login Try for free
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, prepared, stay engaged, continuous feedback, to your team’s tools and
Learn hOW Charma S tOOlS StaCk and leave aligned. dialogue, and improvement. workflows.
up to a complete solution.
. Goals . 360 Reviews . CharmaAl
) Tie company goals to your Assign team mates and due Learn how Charma's Al-
Product Overview team’s everyday tasks. dates, and quickly craft powered tools can help you
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With Charma ;- you get the flexibility of
spreadsheets plus the robust
functionality of purpose-built goal setting
software, all wrapped in a user-friendly,
lightweight package.

Intuitive, streamlined goal setting —

that's easy to use and works for all
|ﬂ CH ARM A Product v Use Cases v Resources v About Pricing Login Try for free
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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
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Security Privacy Terms
©WorkPatterns dba Charma 2023
|m CH ARM A Product v Use Cases v Resources v About Pricing Login Try for free
Privacy policy
Effective Date: June 24,2020
WorkPatterns dba Charma ("Charma", "we", "our", "us"), put great efforts in making sure that the personal information processed by us is safe and
used properly, and that our data practices are properly communicated to our customers, users and prospects.This Privacy Policy describes how we
collect, store, use and disclose the following types of personal information:
1. Customer Data: Personal information relating to individual users of the Charma proprietary communication and collaboration application (together
with all related websites and services, the “Services”) that we collect, analyze, process and manage on our customers’ behalf.
2. Charma User Data: Personal information relating to individual users of the Services that we collect, analyze, process and manage for our own
benefit.
3. Charma Website & Prospect Data: Personal information relating to visitors of www.charma.com and any other sites owned or operated by us
(“Sites”), participants at our events, and any other prospective customer or partner who visits or otherwise interacts with any of our websites, online
ads and content, emails or communications under our control.
You are not legally required to provide us with any personal information, and may do so (or avoid doing so) at your own free will. If you do not wish to
provide us with your personal information, or to have it processed by us or any of our Service Providers (defined below), please avoid any interaction
with us or use of our Services.
Specifically, this Privacy Policy describes our practices regarding:
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Specifically, this Privacy Policy describes our practices regarding:
Data Collection & Processing +
Data Uses v
Data Location +
Data Retention +
Data Sharing +
Cookies and Tracking Technologies +
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Data Sharing +
Cookies and Tracking Technologies +
Data Security +
Data Subject Rights +
Google API Services User Data Policy +
Additional Notices +
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Specifically, this Privacy Policy describes our practices regarding:

Data Collection & Processing +
Data Uses X
We process and use Customer Data in accordance with the reasonable instructions of our customer. Accordingly,
to the extent that the California Consumer Privacy Act (‘CCPA”) applies, our customer will be deemed the
“business” (under the CCPA) with respect to Customer Data; and WorkPatterns will be deemed the “service
provider” when processing such data.
We process and use WorkPatterns User Data and WorkPatterns Website & Prospect Data for the following
general purposes:
As necessary for the performance of our Services;
To comply with our legal and contractual obligations;
To support our legitimate interests in maintaining and improving our Services, e.g. in understanding how our
Services are used and how our campaigns are performing, and gaining insights which help us dedicate our
resources and efforts more efficiently;
In marketing, advertising and selling our Services;


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Creating a feedback template

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screenElements:
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screenKeywords:
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Adding an integration

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Converting to discussion topic

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Deleting a topic

screenPatterns: Delete Reorder

pageType: Application Application Application Application Application

screenKeywords:
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|Create Template Cancel
& Priorities & Support
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© & Avre there any challenges or concerns since we met last? ]

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& Priorities & Support
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|Create Template Cancel
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© & What's one way | could better support you as a manager? ]

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&) '& How is your work from home set up? ]
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& Priorities & Support
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© & What skills do you need to develop to achieve your 2 year career goals? ]

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|Create Template Cancel
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© & What's one way | could better support you as a manager? ]

© & Avre there any challenges or concerns since we met last? ]

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Editing goal details

screenElements:
Progress Indicator
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screenKeywords:
000 'fD X
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The current feedback loop is not sustainable.
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Goal Progress
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|000 'fD X
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The current feedback loop is not sustainable.
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campaigns.csv
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|000 'fD X
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|000 'fD X
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The current feedback loop is not sustainable.
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|000 'fD X
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Formatting text

pageType: Application Application

screenKeywords:
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2  Privacy & Reminders
Goal End Date "reauired Choose Icon
Oct 26, 2023 x g ¢ ¥ » o §F O & & K
Goal Description
B U I == © GIF
The current feedback loop is not sustainable.
How will you measure progress? “reduired
@ Completing sub-goals
(O Completing action items
(O Tracking a number, percent, or dollar amount
|Create Goal
0 Name & Description Goal name “required Who is the owner of this goal? “required
Improving feedback loop Jane Smith v
2  Privacy & Reminders
Goal End Date "reauired Choose Icon
Oct 26, 2023 X| || |&| B |2 O] |79 [&| & XK
Goal Description
B U I == © GIF
The current feedback loop is not sustainable.
How will you measure progress? “reduired
@ Completing sub-goals
(O Completing action items
(O Tracking a number, percent, or dollar amount


Removing a member

screenPatterns: Delete Confirmation

screenPatterns: Delete Confirmation Delete

screenKeywords:
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Are you sure you want to remove Jane Doe?
Heads up, when you remove a user:
e All their 1:1 workspaces are archived
e The goals associated with their 1:1 workspaces will be
archived
e Their action items in group workspaces will remain, but
will be unassigned
If you would like to transfer any data from them, please do so
before removing this person. Learn how to transfer.
|[« q
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Organization Name
@ Goals . L
Jane Smith's organization
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@ 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
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@ Jon D
Name “ Department Role Last Seen Origin
All Hands [ Jp)p)
Jane Smith 000
Q Potato Manager a minute ago Created organization
janesmith1l.mobbin@gmail.com
1:1 Workspaces
O You (Private) Jon Doe . ) . ) 000
Q Individual Contributor 25 minutes ago Invited by Jane S
jsmith.mobbin@gmail.com
@ Amanda L
(not invited yet)
® Add 1:1 Workspace
Group Workspaces ‘
|nl‘l—lADMA I A e~ .e
Q | © User removed X
vienvers DNy Analytics
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Organization Name
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Q Jon D
Name “ Department Role Last Seen Origin
All Hands [ Jp)p)
Jane Smith 000
0 Potato Manager a minute ago Created organization
janesmith1l.mobbin@gmail.com
1:1 Workspaces
i Jon Doe
O You (Private) Q Individual Contributor 25 minutes ago Invited by Jane S °e°
jsmith.mobbin@gmail.com
@ Amanda L
(not invited yet)
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Group Workspaces ‘
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@ Jon D
Name “ Department Role Last Seen Origin
All Hands [ Jp)p)
Jane Doe 000
@ Sprout Individual Contributor 20 minutes ago Invited by Jane S
jdoe.mobbin@gmail.com
1:1 Workspaces
8 View profile
; Jane Smith i
O You (Private) Q Potato Manager 2 minutes ago Created organiz f Edit member
janesmith1l.mobbin@gmail.com
@ Amanda L X Remove member
(not invited yet) Jon Doe
Q Individual Contributor 22 minutes ago Invited by Jane S °e°
jsmith.mobbin@gmail.com
Q Jane D
® Add 1:1 Workspace


Compiling 360 reviews

screenPatterns:
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Add & Create

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

screenKeywords:
e Compiling 360 Review for Jon D Saved draft. D e X
e Read Peer Reviews  Confirm & Submit
Introduction Finish Up!
e Summarize .
Add an introduction to warm up the conversation before you deliver the full When do you want to release this
details review?
Confirm & Submit Add Introducti
e ® niroduction O Immediately
O Later
Collaboration & Teamwork Share it anytime in the coaching tab.
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.
Communication
articulate direct
Jon is a skilled communicator who can effectively convey complex ideas in simple
|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.
|e Compiling 360 Review for Jon D Saved draft. D e X
e Read Peer Reviews  Summarize Reviews
Collaboration & Teamwork Q Jane Doe
a Summarize
helpful team player Problem-solving skills
logical
3 Confirm & Submit Problem-solving skills Jon is extremely logical when it comes to
problem solving. They always take the
What best sums up their problem-solving skills? Select up to 2 time to breakdown a problem and come
up with a logical solution that works for
@ creative @ logical @ intuitive @ analytical everyone. This is a great skill and one
that we rely on them for.
@ diligent @ detail oriented @ rushed @® disorganized
® indecisive ® unrealistic ® careless D Jane Smith
@ Add your own Problem-solving skills
Summarize the reviews on their Problem-solving skills. Include your own detail oriented  analytical
thoughts. Jon does a great job of breaking down
Use Feedback Al to jump start thoughtful feedback based on the peer reviews. complex problems into smaller,
Then edit it to how you want them to see it. manageable pieces. They are also very
detail-oriented and analytical, which
& Generate Summary helps to ensure that we have a deep
understanding of the problem before
B U I == © GF attempting to solve it.
We worked together on Project X and...
|e Compiling 360 Review for Jon D i
0 Read Peer Reviews ]
Growth Mindset
a Summarize eager to learn adaptable
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3 Confirm & Submit
Q Search GIFs
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|Q Compiling 360 Review for Jon D Saving.. D oo X
Q Read Peer Reviews
Problem-solving skills
a Summarize logical detail oriented
. . Communication
3  Confirm & Submit
articulate direct
Growth Mindset
eager to learn adaptable
Representative GIF
Additional comments
Anything else you'd like them to know? (Optional)
BUTI | =& ©cF
Great job on being the best potato, Jon!
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|@ Compiling 360 Review for Jon D Saving.. D e X
0 Read Peer Reviews ~ Summarize Reviews
Collaboration & Teamwork
e Summarize
helpful team player
- (I G T Problem-solving skills
logical detail oriented
Communication
articulate direct
Growth Mindset
eager to learn adaptable
Representative GIF
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©f Home Past Reviews 360 reviews offer a full view of how the team is doing.
&> Coaching
@ Goals Open Peer Reviews
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L Notifications (1]
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€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 ’
|e Compiling 360 Review for Jon D Saved draft. D e X
e Read Peer Reviews ~ Summarize Reviews
Collaboration & Teamwork Q Jane Doe
a Summarize
What best sums up their collaboration & teamwork? Select up to 2 Collaboration & Teamwork
@ inclusive @® helpful ® organized ® empathetic helpril
3 Confirm & Submit Jon is a true team player. They are
l to lend a helping hand and
@ responsive ® team player @ unreliable ® competitive e eager. Sianslelinelne i e
go out of their way to ensure everyone’s
needs are met. They are a great asset to
@ resistant (® unresponsive @ withdrawn the team and have our full support.
® Add your own
Summarize the reviews on their Collaboration & Teamwork. Include your own ’ Jane Smith
thoughts.
Use Feedback Al to jump start thoughtful feedback based on the peer reviews. Collaboration & Teamwork
Then edit it to how you want them to see it. helpful team player
% Generate Summary Jon has been a great asset to the team.
They are always willing to help out their
B U T = = © GF team mates and put in the extra effort to
ensure the team is successful. They also
. . . understand that it's not just about
Jon is a dedicated team player who consistently goes above and beyond to i L
. getting their piece of the puzzle done,
support their teammates and ensure the success of the team. They understand
. . . but that they are part of a team and
the importance of collaboration and working together towards a common goal. i
. . A need to work together to get the job
Their efforts have made them an invaluable asset to the team, with full support d
one.
from their colleagues.Jon is a team player who puts in extra effort and
prioritizes teamwork to ensure success.
Bk
|@ Compiling 360 Review for Jon D Saved draft. D o X
Q Read Peer Reviews
Problem-solving skills
o Summarize logical detail oriented
. . Communication
3  Confirm & Submit
articulate direct
Growth Mindset
eager to learn adaptable
Representative GIF
Additional comments
Anything else you'd like them to know? (Optional)
BUTI | =& ©cF
Accomplishments to call out, goals to reach for
Back o
|e Compiling 360 Review for Jon D Saved draft. D e X
e Read Peer Reviews ~ Summarize Reviews
Collaboration & Teamwork Q Jane Doe
a Summarize
What best sums up their collaboration & teamwork? Select up to 2 Collaboration & Teamwork
@ inclusive © helpful ® organized ® empathetic helpril
3 Confirm & Submit Jon is a true team player. They are
l to lend a helping hand and
@ responsive © team player @ unreliable ® competitive e eager. Sianslelinelne i e
go out of their way to ensure everyone’s
needs are met. They are a great asset to
@ resistant @ unresponsive @ withdrawn the team and have our full support.
® Add your own
Summarize the reviews on their Collaboration & Teamwork. Include your own ’ Jane Smith
thoughts.
Use Feedback Al to jump start thoughtful feedback based on the peer reviews. Collaboration & Teamwork
Then edit it to how you want them to see it. helpful team player
% Generate Summary Jon has been a great asset to the team.
They are always willing to help out their
B U T = = © GF team mates and put in the extra effort to
ensure the team is successful. They also
. . . understand that it's not just about
Jon is a dedicated team player who consistently goes above and beyond to i L
. getting their piece of the puzzle done,
support their teammates and ensure the success of the team. They understand
. . . but that they are part of a team and
the importance of collaboration and working together towards a common goal. i
. . A need to work together to get the job
Their efforts have made them an invaluable asset to the team, with full support d
one.
from their colleagues.Jon is a team player who puts in extra effort and
prioritizes teamwork to ensure success.
Bk
|[ICHARMA 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 (1]
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 Draft Write 360 Review
Ready to complete (Due Oct 25, 2023)
ALl Hands ’DD 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?
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.
|e Compiling 360 Review for Jon D Saved draft. D e X
0 Read Peer Reviews Articllate direct
e Summarize Growth Mindset
eager to learn adaptable
3 Confirm & Submit
Representative GIF
Change GIF
877, | A" B RONUAYRRNRE
YOU'RE A ROCKSTAR!
/ 7
4
Additional comments


Pricing

pagePatterns:
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Hero Section

screenElements:
Divider
Logo
Top Navigation Bar
Button
Animation & Video
Illustration

pagePatterns:
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Pricing Page
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pageType: Marketing Marketing Marketing Marketing Marketing Marketing Application

screenKeywords:
m CH ARM A Product v Use Cases v Resources v About Pricing Login
Find what works for your team
Everyone starts with a 2 week free trial of Startup plus both Coaching Add-Ons. No credit card required.
Free Startup Enterprise
$0 $8 Tailored Pricing
person/month person/month Unlimited
Up to 4 people Up to 25 people
Dip your toes in and test out Charma Run productive meetings and boost Facilitate continuous performance
with a small team. team engagement. management for the whole crew.
Try for free Try for free Connect with sales
Includes
Includes Includes
- Unlimited meeting workspaces
- Unlimited meeting workspaces - Unlimited meeting workspaces .
- Continuous Feedback & Kudos
|m CH ARM A Product v Use Cases v Resources v About Pricing Login
Free Startup Enterprise
$0 $8 Tailored Pricing
person/month person/month Unlimited
Up to 4 people Up to 25 people
Dip your toes in and test out Charma Run productive meetings and boost Facilitate continuous performance
with a small team. team engagement. management for the whole crew.
Try for free Try for free Connect with sales
Includes
Includes Includes
- Unlimited meeting workspaces
- Unlimited meeting workspaces - Unlimited meeting workspaces .
- Continuous Feedback & Kudos
- Continuous Feedback & Kudos . Continuous Feedback & Kudos .
. Manager & People analytics
« Manager dashboard analytics dashboard
- Free initial onboarding session . 360 Reviews
« Custom training available +$300 . Goals
- Custom HRIS integration
« SSO Provisioning
. Custom onboarding and training
|m CH ARM A Product v Use Cases v Resources v About Pricing Login
Try Charma for 2 weeks with as many teammates as you want, no credit card required.
|m CH ARM A Product v Use Cases v Resources v About Pricing Login
Pre-built Integratlons Pre-built
Pre-built HRIS and custom integrations
SSO (other than Google/Office)
Admin tools Admin tools
Admin tool
d ools Manager dashboard
Manager dashboard People analytics dashboard
Ongoing Success
Dedicated Customer Success
Support SLA
Annual onsite, QBRs, tailored
education program
Connect with sales
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Pricing plans built for businesses of all sizes
Basic Startup Enterprise
Up to 4 users Up to 25 users Unlimited
Self service Self service + chat Onboarding Training, Dedicated CSM
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_——— / user monthly / user annually _———
Meetings - Meetings
Meetings
11s 11s
Group meeting cap (1) s Group meetings
Search lookback (14 days) Group meetings Group meeting cap (1)
Coaching Group meeting cap (5) Search lookback (14 days)
Search lookback (Unlimited) .
Kudos Coaching
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PFOR MANAGING
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screenPatterns:
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screenKeywords:
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|[«
HER LT @D Jane A<>Jane s ® o~
Q_ Search
Workspace Feedback & Kudos Goals Private Notes  History
11 days left

Agenda Templates v @ Add Topic CJ Start Meeting
© Home

Next meeting: Settime v
&> Coaching
&
@ Goals Start the collaborative agenda by adding a Discussion Topic.
Al Toolkit '

+ Add Topic

L Notifications
€3 Settings

Action ltems @ Add Item
1:1 Workspaces Keep each other accountable by creating action items during, in between and after

meetings.
’ You (Private)
+ Add Action Item
@ Jane A
(Invite pending)
Q Jon D
® Add 1:1 Workspace

Group Workspaces
All Hands [ )p)a)
Weekly Sync ’
|Create Template Cancel
Use this template to structure your 1:1s with sections and discussion topics.

& General Check In o
Start the meeting with a high level check in before diving into the weeds.

© & Avre there any challenges or concerns since we met last? ]

© & What's one way | could better support you as a manager? ]

&) '& How are you feeling about work? ]

&) '& How is your work from home set up? ]

@ Add Topic

& Priorities & Support
A chance to surface anything that might be hurting the progress of work projects and to align on 1J
priorities.

© & Areyou feeling blocked in any of your projects? ]

© & What are your top 3 priorities until we meet again? ]

@ Add Topic

& Career Development o
Check in on career development to ensure that employees are supported in their growth.

© & What skills do you need to develop to achieve your 2 year career goals? ]

© & Avre there resources you need to help you learn a new skill or further develop an existing . ‘

one?