Programs Overview

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.

Programs navigation

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.

Program status

All programs will have a current status.  The status is a quick visual indicator of what is happening with that program

Draft

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. 

Upcoming

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.

In flight

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.

Completed

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.

Suspended

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".

Draft programs

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

The Create Objectives program is designed to remind participants to create their objectives by a specified date. Setting up a repeating objectives program will help facilitate a continuous process, where the appropriate team members are notified consistently each cycle, without admins needing to remember to send out emails prior to the objective setting due dates. 

Tip: Consider creating separate programs for the creation of organizational objectives, department objectives, and personal objectives. Creating different programs for each objective type, allows each program to specify only the team members that are expected to create objectives at each level, and accommodates for different creation deadlines, facilitating a cascading objective setting process.

Create objectives program

From the home page of the Programs feature, select the "Create objectives" option from the "Create new program" list.

Program Name

The Program name field allows you to identify the specific program from other programs, as well as communicate to participants what they are expected to do.

Tip: Make the program name specific to the action required, but don't use dates in the title if you're planning to make the program repeating.

 

 

Program details

The program details is where the specific requirements of the program are selected. These requirements will determine if objectives created by participants meet the criteria of the program or not.

Objective type:

Choose which type of objective the participants of this program are expected to create. When participants follow the links from the notifications, they will be brought to 7Geese with the objective creation UI open, and the specified objective type pre-selected.

Note: If a participant manually creates an objective that uses a different objective type, it will not satisfy the requirements of this program.

Objective length:

Choose how long the created objective is supposed to be valid for.  If different departments or groups in your organization have different objective durations, it's advised to setup different programs for those groups.

Objectives programs can specify objective lengths of:

  • Month
  • Quarter
  • Annual

Objectives must be created by

Specify the date in which participants are expected to have their objectives created by.

Tip: It is advised to have people create their objectives before the timeframe in which their objectives are active.  For cascading programs, we recommend organizational objectives are created at least 2-3 weeks before the start of the next cycle.  Department objectives are created 1-2 weeks before the start of the cycle. And finally, personal objectives are created by the start of the cycle. This allows everyone has the full cycle time to accomplish their objectives.

Program repeat

This field allows you to select if the program is a one-time program, or a repeating program.

For the create objectives program, the objective length field will determine the time between each repetition. For example, if the the objective length is quarterly, the program will repeat every 3 months. If the objective length is annual, the program will repeat every 12 months.

When setting up a repeating program, you will generally have options for selecting when the due date will occur in each repeating instance of the program. Think about this carefully, as the the day of the week or the date of the month may change from month to month.

Note: It is possible to change the create by date for future instances of programs manually, to make sure that each repetition is set for the proper dates.

Participants

The participants of the create objectives program are the people that are expected to create objectives that follow the requirements specified in the program details section.

It is possible to select individuals, departments, locations (if enabled), or a variety of smart group options, such as "Managers", "Admins", or "Department leads" (more on this below).

For cascading objectives, remember to choose only the people that are expected to create the specified objective type. For example, for organizational objectives, the only participant may be the CEO, if that is the only person expected to own the organizational objectives.

For department level objectives, we created a special grouping called "Department leads". This grouping includes all individuals that have been marked as department leaders on the Departments page in 7Geese. To setup department leaders, see the support guide Department Leaders.

For personal objectives, it is likely easiest to select the "Everyone" group, then exclude any people that are not expected to create personal objectives.

Exclude people or departments

To make sure only the necessary people are chosen as participants of a program, it is possible to select individuals or groups of people to exclude from the program.

Notifications and reminders

The notifications section allows you to customize the messaging and the notification schedule for when participants will be sent email notifications. A preview of the notifications is available, however the program must contain all required information for the preview to be activated.

Program description

The program description allows you to customize a message that will be included in the notifications to participants. For the create objectives program, you may want to state why objectives are important to your organization and how they benefit the participants.

Program instructions

An optional field called program instructions can be enabled that allows you to specify any special instructions around the process of creating objectives. The program instructions will also be included in the notifications sent to participants.

Tip: It may be helpful to remind participants that are creating department or personal objectives to align their newly created objectives to the level above them.  It may also be useful to describe the number of objectives expected, or even link to support resources or examples to help make creating objectives easier.

Notification schedule

The notification schedule allows you to specify when and how many notifications will be sent to participants.  Notifications will only be sent to participants that have not created any objectives that meet the criteria specified in the program details section.

Notifications can be added using the "Add notification" button, or deleted using the trash can icon. Notifications can be set before, on or after the deadline date for the participant to create their objectives.

When all required fields have been filled in, it is also possible to preview the notifications that will be sent out by clicking the "Preview" button.

 

 

Schedule 1-on-1s Program

The 1-on-1s program is designed to ensure that team members complete 1-on-1s with their managers during a specified timeframe.

Creating a 1-on-1 program

From the home page of the Programs feature, select the "Schedule a 1-on-1" option from the "Create new program" list.

Program name 

The Program name field allows you to identify the specific program from other programs, as well as communicate to participants what they are expected to do.

Tip: Make the program name specific to the action required, but don't use dates in the title if you're planning to make the program repeating. 

Program details

The program details is where the specific requirements of the program are selected. These requirements will determine if 1-on-1s created by participants meet the criteria of the program or not.

1-on-1 facilitator

Currently, the facilitator field is fixed to the participant's manager.

Notification recipient

This field determines if the participant or the participant's manager will get the program notifications. Choose the notification recipient based on who you would expect to create and schedule the 1-on-1 in 7Geese. Each company, and sometimes each team, varies in who is expected to schedule the 1-on-1.

1-on-1 template

This section allows you to choose which template is expected to be used. When an individual follows the link in a program notification, they will be taken to the creation page in 7Geese with the appropriate template pre-selected, making the creation process much easier.

It is also possible to choose if the selected template is required or suggested. If the template is required, then only 1-on-1s that are completed with the specified template will satisfy the program.  If the template is suggested, the template will be pre-populated when an individual goes to the creation page through the notification link, but the program will still be satisfied if it is completed using a different template.

1-on-1 dates

1-on-1 programs have a start and an end date, so that 7Geese can track which 1-on-1s apply to the specific program. Any 1-on-1 that is completed between the start and end dates that matches the specified program requirements, will satisfy the program. If a 1-on-1 is completed that meets all of the program requirements, but is not completed between the start and the end dates, it will not count as satisfying the program.

Program repeat

This field allows you to select if the program is a one-time program, or a repeating program.

When creating a repeating program, specific options for selecting when the due date will occur in each repeating instance of the program will appear based on the deadline date chosen. Think about this carefully, as the the day of the week or the date of the month may change from month to month.

Note: It is possible to change the create by date for future instances of programs manually, to make sure that each repetition is set for the proper dates.

Participants

The participants of the 1-on-1 program are the people that are expected to complete a 1-on-1 with their manager.

It is possible to select individuals, departments, locations (if enabled), or a variety of smart group options, such as "Managers", "Admins", or "Everyone".

Note: For team members selected in the participants list that do not have a manager assigned, they will not be included in the 1-on-1 program, since it is required to complete the 1-on-1 with the individual's assigned manager. Once a manager is assigned, they will become a program participant and start receiving notifications.

Exclude people or departments

To make sure only the necessary people are chosen as participants of a program, it is possible to select individuals or groups of people to exclude from the program.

Tip: For 1-on-1 programs, if using the "Everyone" group, consider excluding specific people that may not do regular 1-on-1s like the rest of the team, such as the CEO or other executives.

 

Notifications and reminders

The notifications section allows you to customize the messaging of the notifications and the schedule for when participants will be sent notifications. Currently all notifications are sent via email. A preview of the notifications is available, however the program must contain all required information for the preview to be activated.

Program description

The program description allows you to customize a message that will be included in the notification emails, informing recipients what they are expected to do, and ideally what benefit there is to completing the action. Only the notification recipient will see this description, so consider who the notification will be sent to (either the employee or the employee's manager).

Program instructions

An optional field called program instructions can be enabled that allows you to specify any special instructions around the process of completing the 1-on-1. The program instructions will also be included in the notification email.

Notification schedule

The notification schedule allows you to specify when and how many notifications will be sent.  Notifications will only be sent to participants that have not scheduled or completed 1-on-1s that meet the criteria specified in the program details section.

Notifications can be added using the "Add notification" button, or deleted using the trash can icon. Notifications can be set before, on or after the deadline date for the participant to complete a 1-on-1.

When all required fields have been filled in, it is possible to preview the notifications that will be sent out by clicking the "Preview" button.

 

 

Request Feedback for Others Program (360 feedback)

The request feedback for others program is designed to ensure that managers send a feedback survey to gather feedback about a specified team member. This feedback type is well suited for 180 or 360 degree feedback.

Creating a feedback for others program

From the home page of the Programs feature, select the "Request feedback for others" option from the "Create new program" list.

Program name 

The Program name field allows you to identify the specific program from other programs, as well as communicate to participants what they are expected to do.

Tip: Make the program name specific to the action required, but don't use dates in the title if you're planning to make the program repeating.

 

Program details

The program details is where the specific requirements of the program are selected. These requirements will determine if the feedback requests created by participants meet the criteria of the program or not.

 

Feedback collector

Currently, the feedback collector field is fixed to "manager". Meaning that the manager of the selected participants will be the one responsible for initiating the feedback.

Feedback template

This section allows you to choose which template should be used. When an individual follows the link in a program notification, they will be taken to the creation page in 7Geese with the appropriate template pre-selected, making the creation process much easier.

It is also possible to choose if the selected template is required or suggested. If the template is required, then only feedback completed with the specified template will satisfy the program.  If the template is suggested, the template will be pre-populated when an individual goes to the creation page through the notification link, but the program will still be satisfied if it is completed using a different template.

Feedback requests should be sent between these dates

Feedback programs have a start and an end date, so that 7Geese can track which feedback surveys apply to the specific program. Any survey initiated between the start and end dates that matches the specified program requirements, will satisfy the program. If a feedback survey is not initiated between the start and the end dates, it will not count as satisfying the program.

Program repeat

This field allows you to select if the program is a one-time program, or a repeating program.

When creating a repeating program, specific options for selecting when the due date will occur in each repeating instance of the program will appear based on the deadline date chosen. Think about this carefully, as the the day of the week or the date of the month may change from month to month.

Note: It is possible to change the create by date for future instances of programs manually, to make sure that each repetition is set for the proper dates.

 

Participants

The participants of the feedback for others program are the team members that are having the feedback collected for them. In the feedback for others program, the manager of the participants will be responsible for initiating the feedback survey, requesting feedback about the participant from their peers. 

It is possible to select individuals, departments, locations (if enabled), or a variety of smart group options, such as "Managers", "Admins", or "Everyone".

Note: For team members selected in the participants list that do not have a manager assigned, they will not be included in the program, since a manager is required to initiate the feedback. Once a manager is assigned, the participant will become an active member of the program and their manager will start receiving notifications to initiate the feedback.

 

Exclude people or departments

To make sure only the necessary people are chosen as participants of a program, it is possible to select individuals or groups of people to exclude from the program.

Tip: For feedback for others programs, if using the "Everyone" group, consider excluding specific people that may not be expected to have feedback collected for them, such as the CEO or other executives.

 

Notifications and reminders

The notifications section allows you to customize the messaging of the notifications and the schedule for when participants will be sent notifications. Currently all notifications are sent via email. A preview of the notifications is available, however the program must contain all required information for the preview to be activated.

Program description

The program description allows you to customize a message that will be included in the notification emails, informing recipients what they are expected to do, and ideally what benefit there is to completing the action. Only the notification recipient will see this description, so consider who the notification will be sent to (either the employee or the employee's manager).

Program instructions

An optional field called program instructions can be enabled that allows you to specify any special instructions around the process of completing the feedback. The program instructions will also be included in the notification email.

Notification schedule

The notification schedule allows you to specify when and how many notifications will be sent.  Notifications will only be sent to participants that have not completed the program requirements. Managers that have already initiated the feedback request will not receive additional program notifications. 

Notifications can be added using the "Add notification" button, or deleted using the trash can icon. Notifications can be set before, on or after the deadline date.

When all required fields have been filled in, it is possible to preview the notifications that will be sent out by clicking the "Preview" button.

 

 

Request Feedback program

The request feedback program is designed to ensure that team members request feedback during a specified timeframe. Generally this program is used to have employees gather feedback for their personal development. 

Creating a request feedback program

From the home page of the Programs feature, select the "Request feedback" option from the "Create new program" list.

Program name 

The Program name field allows you to identify the specific program from other programs, as well as communicate to participants what they are expected to do.

Tip: Make the program name specific to the action required, but don't use dates in the title if you're planning to make the program repeating.

 

Program details

The program details is where the specific requirements of the program are selected. These requirements will determine if the feedback requests created by participants meet the criteria of the program or not.

 

Feedback template

This section allows you to choose which template should be used. When an individual follows the link in a program notification, they will be taken to the creation page in 7Geese with the appropriate template pre-selected, making the creation process much easier.

It is also possible to choose if the selected template is required or suggested. If the template is required, then only feedback completed with the specified template will satisfy the program.  If the template is suggested, the template will be pre-populated when an individual goes to the creation page through the notification link, but the program will still be satisfied if it is completed using a different template.

Feedback should be requested between these dates

Feedback programs have a start and an end date, so that 7Geese can track which feedback surveys apply to the specific program. Any survey initiated between the start and end dates that matches the specified program requirements, will satisfy the program. If a feedback survey is not initiated between the start and the end dates, it will not count as satisfying the program.

Program repeat

This field allows you to select if the program is a one-time program, or a repeating program.

When creating a repeating program, specific options for selecting when the due date will occur in each repeating instance of the program will appear based on the deadline date chosen. Think about this carefully, as the the day of the week or the date of the month may change from month to month.

Note: It is possible to change the create by date for future instances of programs manually, to make sure that each repetition is set for the proper dates.

 

Participants

The participants of the request feedback program are the team members that are expected to request feedback from their peers.  

It is possible to select individuals, departments, locations (if enabled), or a variety of smart group options, such as "Managers", "Admins", or "Everyone".

 

Exclude people or departments

To make sure only the necessary people are chosen as participants of a program, it is possible to select individuals or groups of people to exclude from the program.

Tip: For feedback programs, if using the "Everyone" group, consider excluding specific people that may not be expected to gather feedback, such as the CEO or other executives.

 

Notifications and reminders

The notifications section allows you to customize the messaging of the notifications and the schedule for when participants will be sent notifications. Currently all notifications are sent via email. A preview of the notifications is available, however the program must contain all required information for the preview to be activated.

Program description

The program description allows you to customize a message that will be included in the notification emails, informing recipients what they are expected to do, and ideally what benefit there is to completing the program. 

Program instructions

An optional field called program instructions can be enabled that allows you to specify any special instructions around the process of completing the feedback. The program instructions will also be included in the notification email.

Notification schedule

The notification schedule allows you to specify when and how many notifications will be sent.  Notifications will only be sent to participants that have not completed the program requirements. Managers that have already initiated the feedback request will not receive additional program notifications. 

Notifications can be added using the "Add notification" button, or deleted using the trash can icon. Notifications can be set before, on or after the deadline date.

When all required fields have been filled in, it is possible to preview the notifications that will be sent out by clicking the "Preview" button.

 

 

Give Direct Feedback Program

The give direct feedback program is designed to ensure that team members send direct feedback to a peer during a specified timeframe.  

Creating a request feedback program

From the home page of the Programs feature, select the "Give direct feedback" option from the "Create new program" list.

Program name 

The Program name field allows you to identify the specific program from other programs, as well as communicate to participants what they are expected to do.

Tip: Make the program name specific to the action required, but don't use dates in the title if you're planning to make the program repeating.

 

Program details

The program details is where the specific requirements of the program are selected. These requirements will determine if the feedback requests created by participants meet the criteria of the program or not. 

 

Feedback should be sent between these dates

Feedback programs have a start and an end date, so that 7Geese can track which feedback surveys apply to the specific program. Any direct feedback sent between the start and end dates  will satisfy the program. If the direct feedback is not sent between the start and the end dates, it will not count as satisfying the program.

Program repeat

This field allows you to select if the program is a one-time program, or a repeating program.

When creating a repeating program, specific options for selecting when the due date will occur in each repeating instance of the program will appear based on the deadline date chosen. Think about this carefully, as the the day of the week or the date of the month may change from month to month.

Note: It is possible to change the create by date for future instances of programs manually, to make sure that each repetition is set for the proper dates.

 

Participants

The participants of the give direct feedback program are the team members that are expected to send direct feedback to a peer.  

It is possible to select individuals, departments, locations (if enabled), or a variety of smart group options, such as "Managers", "Admins", or "Everyone".

 

Exclude people or departments

To make sure only the necessary people are chosen as participants of a program, it is possible to select individuals or groups of people to exclude from the program.

Tip: For feedback programs, if using the "Everyone" group, consider excluding specific people that may not be expected to complete the program, such as the CEO or other executives.

 

Notifications and reminders

The notifications section allows you to customize the messaging of the notifications and the schedule for when participants will be sent notifications. Currently all notifications are sent via email. A preview of the notifications is available, however the program must contain all required information for the preview to be activated.

Program description

The program description allows you to customize a message that will be included in the notification emails, informing recipients what they are expected to do, and ideally what benefit there is to completing the program. 

Program instructions

An optional field called program instructions can be enabled that allows you to specify any special instructions around the process of completing the feedback. The program instructions will also be included in the notification email.

Notification schedule

The notification schedule allows you to specify when and how many notifications will be sent.  Notifications will only be sent to participants that have not completed the program requirements. Managers that have already initiated the feedback request will not receive additional program notifications. 

Notifications can be added using the "Add notification" button, or deleted using the trash can icon. Notifications can be set before, on or after the deadline date.

When all required fields have been filled in, it is possible to preview the notifications that will be sent out by clicking the "Preview" button.

 

 

Custom Program

The custom program is designed to notify participants of an important event or activity that is not covered by the other program types. Since the custom program is not tied to a specific activity in 7Geese, there are two important things to understand about this program:

  1. All scheduled notifications will be sent to all participants, since there is no action that can be completed to omit participants from needing further notifications
  2. There is no tracking of participants completing the program

Examples of custom programs:

  • A regular recurring event. Eg. a quarterly hackathon week
  • If using the Programs page as a planning tool for performance management activities, a custom program could be used to denote activities like the start of an annual review period
  • Remind team members of activities, such as an annual opt-in period 

Creating a custom program

From the home page of the Programs feature, select the "Custom program" option from the "Create new program" list.

Program name 

The Program name field allows you to identify the specific program from other programs, as well as communicate to participants what they are expected to do.

Tip: Make the program name specific to the action required, but don't use dates in the title if you're planning to make the program repeating.

 

Program details

The program details is where the specific requirements of the program are selected. These requirements will determine if the feedback requests created by participants meet the criteria of the program or not. 

 

Deadline

The deadline date is used for scheduling the notifications.

Program repeat

This field allows you to select if the program is a one-time program, or a repeating program.

When creating a repeating program, specific options for selecting when the due date will occur in each repeating instance of the program will appear based on the deadline date chosen. Think about this carefully, as the the day of the week or the date of the month may change from month to month.

Note: It is possible to change the create by date for future instances of programs manually, to make sure that each repetition is set for the proper dates.

 

Participants

The participants of the custom program are the team members that will receive the program notifications.  

It is possible to select individuals, departments, locations (if enabled), or a variety of smart group options, such as "Managers", "Admins", or "Everyone".

 

Exclude people or departments

To make sure only the necessary people are chosen as participants of a program, it is possible to select individuals or groups of people to exclude from the program.

Tip: If using the "Everyone" group, consider excluding specific people that may not be expected to receive the notifications, such as the CEO or other executives.

 

Notifications and reminders

The notifications section allows you to customize the messaging of the notifications and the schedule for when participants will be sent notifications. Currently all notifications are sent via email. A preview of the notifications is available, however the program must contain all required information for the preview to be activated.

Program description

The program description allows you to customize a message that will be included in the notification emails. 

Program instructions

An optional field called program instructions can be enabled that allows you to specify any special instructions around the process of completing the program. The program instructions will also be included in the notification email.

Notification schedule

The notification schedule allows you to specify when and how many notifications will be sent.   

Notifications can be added using the "Add notification" button, or deleted using the trash can icon. Notifications can be set before, on or after the deadline date.

When all required fields have been filled in, it is possible to preview the notifications that will be sent out by clicking the "Preview" button.

 

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