BetterWorks Customer Success Quarter Wrap Up BetterWorks Customer Success

High-Level Quarter Over Quarter Transition Process Current Quarter Next Quarter 1. Update & Assess 2. Meet & Discuss 3. Archive 4. Set TCOs 5. Review & Prepare 6. Create 7. Create & Align 8. Review & Tune Individuals update OKRs with most recent progress and submit an assessment (score, if scoring is enabled) Managers meet with individuals to review current quarters OKRs’ progress and assessment Each team conducts a OKR reflection meeting Archive current quarter OKRs (score, if scoring is enabled) with final assessment. Clone objective if the work applies to the next quarter Leadership team sets Top Company Objectives for next quarter Leadership team announces next quarter Top Company Objectives to the company As a team, review Top Company Objectives and team priorities to inform OKR setting Managers create OKRs so that individuals can be informed and can align their OKRs to the managers’ OKRs Individuals create OKRs in BetterWorks and align to their managers and peers as appropriate Managers meet with direct reports to review and fine-tune new quarter OKRs  For 1:1 meetings, leverage the PDF printout of Objectives Summary from the Profile page

Milestones by Week Template (Program Team to update) Reflecting on Current Quarter – Preparing for Next Quarter Week of [DATE] All employees perform a final check in on current quarter objectives Employees discuss current quarter OKRs with their managers by [DATE] Begin thinking about next quarter OKRs Leadership meets to review current quarter Top Company Objectives and sets next quarter Top Company Objectives Teams meet to review current quarter OKRs and share individual reflections All employees complete current quarter OKR reflections, assessments, and archival Top Company Objectives for next quarter announced by Leadership [DATE]: All next quarter objectives are in the system Employees discuss and review OKRs with manager for quality and alignment

Quarterly OKR Reflection Meeting Agenda and Tips Each team (e.g., executive, functional, initiative-based, etc.) should hold an end-of-quarter OKR reflection meeting to review the quarter’s accomplishments and learnings, as well as to begin preparing for the new quarter. Sample OKR Reflection Meeting Agenda Aggregate OKR review (use Dashboard) OKR review by each person (use Meeting View) Share final progress and assessment (e.g., what worked? Challenges? Lessons learned?) Document any additional comments Agree to close out vs. clone and continue the objective Begin to think about next quarter team priorities based on current quarter’s learnings and accomplishments Review BetterWorks best practices Review next quarter OKR setting process and key dates Leverage Meeting View to review OKRs by team member

Quarter End Activities Instructions for Individuals Update Assess Discuss Archive Check-In on each objective to capture final progress Provide a self-assessment (score, if scoring is enabled) on each objective, reflecting on accomplishments and learning During manager-direct report check-ins, discuss progress toward objectives and reflect on the achievements and opportunities. Managers are encouraged to capture comments and feedback in Assessment Archive (and clone, if necessary) objectives with final assessment Assessment: Guiding Questions Can I improve how I authored my objective? Did I reach my objective; if not why? Did I underestimate dependencies? Did I learn something that shaped the way I achieved my objective? Print Objective Summary PDF (in Profile) to bring to the meeting

SAMPLE Sample OKR Calendar Recommendation for Program Team: Create a customized OKR calendar with key dates for creating, reviewing, and archiving OKRs SAMPLE

BetterWorks Best Practices 1. Create and Align Develop OKRs and align the organization for the Q4 2. Check In, Adapt, Support Share progress, respond to changing priorities, and support each other throughout the quarter 3. Reflect and Assess Assess, reflect, and reset. Document OKR assessment in BetterWorks and archive current quarter OKRs Quarter Begins Quarter Ends Repeat!

Appendix Key Features for Quarter End

Quarter End Activities Instructions Defining Your Program Wrapping up the Quarter Check in on each objective and capture final progress Provide a self-assessment (score, if scoring is enabled) on each objective, reflecting on accomplishments and learning Can I improve how I authored my objective? Did I reach my objective; if not why? Did I underestimate dependencies? Did I learn something that shaped the way I achieved my objective? During manager-direct report check-ins, discuss progress toward objectives and reflect on the achievements and opportunities. Managers are encouraged to capture comments and feedback in Assessment Archive (and clone, if necessary) objectives with final assessment Begin to think about your next quarter objectives

Checking In Live Demo View your objective. Post a comment (public or private) or @mention a colleague in the Timeline. Select Comment.

Assessing your objective Reflect on performance throughout the goal’s lifecycle On the Objective detail page, open the Actions menu Select Assess In the Assessment modal, add comments reflecting on the progress and achievements. If scoring is enabled, score the objective Click Save

Print Objective Summary Live Demo Select your profile image/ name. Select the Printer icon at the top right-hand of the page. In the Print Objective Summary window, select what you want to include in the summary, as well as, the date range. Select Print.

Objective List: Archiving, Cloning, and Deleting From the Objective List, select the goal. Select the Actions drop-down. Select Archive, Clone, or Delete.