The 7Geese Programs feature is designed to help you plan, automate and report on the key performance management activities in your organization. By setting up programs, 7Geese can automatically trigger notifications to the appropriate people at the appropriate time to create objectives, complete 1-on-1s, or send feedback surveys. Programs can also be setup to recur regularly, making it the foundation of an effective continuous performance management program.
To get started, click on the "Programs" navigation option, located in the sub-nav menu of the 7Geese header.
Note: The Programs sub-nav option is currently only available to admins.
Programs Home Page
Once on the Programs home page, a new program can be created by clicking one of the options on the left side. There are a number of programs that can be created, each will allow you to setup notifications for participants to complete the specified activity at the specified time. Details of each activity can be found in the sections below.
As programs are created, they will be populated in a chronological list on the right side of the Programs home page, grouped by calendar quarter. Each program will specify the due date to the left of the program, a repeating indicator if it is a repeating program, and the current status of the program.
Clicking on the title of a program will take you to that program's detail page, where you can see the details of the program, as well as reporting for who has and has not completed the program.
To suspend, delete or edit any program, click the program title to go to the details page, where you'll be able to perform these actions.
All programs will have a current status. The status is a quick visual indicator of what is happening with that program
Programs with the "Draft" status have not been fully created. Notifications will not be sent to participants. To make a draft program active, select the program name from the list of programs, and finalize the program creation form.
Programs with the "Upcoming" status are scheduled, but not yet started (based on either the start date or first notification date, depending on the program type). These programs will send notifications to participants on the first scheduled notification date.
Programs with the "In flight" status are active and participants can start completing the activities. These programs will send notifications to participants that have not yet satisfied the criteria of the program.
Programs with the "Completed" status have past the deadline date of the program. These programs will generally not send further notifications to participants, unless notifications are scheduled to be sent after the deadline date.
Programs with the "Suspended" status are in a disabled state and will not send notifications to participants on the specified dates. Suspended programs can be re-enabled, and notifications will be sent on the next specified notification date. If a suspended program has a notification scheduled for same day it gets enabled, the notifications will likely have already been skipped, and they will not be sent to participants.
Suspending or enabling a program
To suspend or enable a program, click into the detail view of the program, click the "Actions" button in the upper-right corner, and select either "Suspend program" or "Enable program".
When a new program is created, all updates will be auto-saved to ensure no data is lost due to unexpected page navigation, or loss of internet.
When a program is auto-saved in an incomplete state, it is marked as a "draft", and can be found at the top of the Programs home page in a section called "My draft programs".
You will only see the drafts that you have created on the Programs home page, however you can share the direct URL to a draft program with others, if you would like to have someone else review or edit the program.
- Create Objectives program
- Schedule 1-on-1s program
- Request feedback for others program (360s)
- Request feedback program
- Give direct feedback program
- Custom program
From the Programs homepage, clicking on the name of a created program will take you to the program detail view, where you can see the progress of the program.
A header section displays key information about the program, such as days until the program deadline, number of people in the program, number of people that have completed the program, as well as notification information.
An actions menu allows you to edit, suspend/enable, or delete the program.
The reporting table displays which participants are included in the program, and if they have or have not completed the program. Completion of the program is determined by the action expected to be taken by the participants. An individual team member will be marked as completing the program if they have done the following for each program type:
- Create objectives: Created at least 1 objective with the objective type, duration and time specified.
- Schedule 1-on-1s: Scheduled or finalized a 1-on-1 within the time-bounds specified with the appropriate template.
- Request feedback for others: Created and sent a feedback for others survey within the time-bounds specified with the appropriate template.
- Request feedback: Created and sent a feedback survey within the time-bounds specified with the appropriate template.
- Send direct feedback: Sent feedback directly to a colleague using the Give feedback feature within the time-bounds specified.
- Custom program: Since there is no action to be taken, no one will be marked as complete in the custom program type.