Check-in on a goal

Check-ins are monthly progress updates that champions provide on their goals. They include status updates, target progress, and narrative updates about wins, obstacles, and needs.

Monthly check-ins#

Operately prompts champions to check-in at least once per month. This ensures regular progress tracking and keeps reviewers informed about goal status.

Providing a check-in#

1. Open the goal page and go to the Check-Ins tab
2. Click Check-In Now to start a new check-in
3. Update the goal status (On track, Caution, or Off track)
4. Update target values with current progress
5. Add narrative updates about key wins, obstacles, and needs
6. Choose who to notify about the check-in
7. Click Check-in to submit

Status options#

On track — Progressing as planned. No blockers.

Caution — Emerging risks or delays. Reviewer should be aware.

Off track — Significant problems affecting success. Reviewer’s help is needed.

Target updates#

Update the current values for each target to reflect actual progress. Target updates should happen continuously as progress is made, not just during monthly check-ins.

Narrative updates#

Use the rich text editor to provide context about:

Key wins — Successful milestones, positive outcomes, and achievements.

Obstacles — Challenges, blockers, or issues that need attention.

Needs — Resources, support, or decisions needed to move forward.

Reviewer acknowledgment#

After submitting a check-in, the reviewer must explicitly acknowledge it by clicking Acknowledge this Check-In. This ensures the reviewer has seen and acknowledged the update.

Additional check-ins#

While monthly check-ins are required, you can submit additional check-ins anytime significant progress is made or when urgent updates are needed.

Continuous target updates#

Don’t wait for monthly check-ins to update target values. Update them continuously as you make progress to keep the goal’s progress bar accurate and up-to-date.