Managing your team's performance – Mesh.ai

Mesh is designed to elevate your team’s performance by empowering managers to do more around goal management. As a manager, you can effortlessly set, align, and collaborate on team goals, while ensuring alignment with organizational objectives and fostering a unified team environment. Regular check-ins allow you to review progress, course-correct goals, and engage in meaningful conversations with your team. Analytics, including visual data representations and metrics, provide valuable insights for data-driven decisions. Mesh simplifies goal maintenance, by allowing you to view, edit, archive, and clone goals efficiently. As a manager you can do all the above on the ‘I want to manage goals’ page for teams.

Multiple Views to

From the left navigation panel hover on Teams, click on Direct Team (or Skip or any custom team) and click on Goals under the Portfolio section. You will land on the ‘I want to manage goals’ page. This is the default page you will land on when you visit the Goals module on Mesh as a manager.

As a manager you have access to multiple types of views which organises and displays your team’s goals in the way that might suit your purpose.

These include:

Goal List View (This is the default view)
Goal List with Hierarchical View
List by Individuals
Goal Card View
Goal Tree View

For the other alternative views (point 2 to 5) of team’s goals visit the article ‘Alternate ways to view your team's goals’

Overview of the Manage Page, Goal List for your team

Let’s walk through some of the key features on this page and what you can do to manage your goals.

The page comprises:

Filters & search to help refine your focus and find goals
Visual representation of goal progress using graphs
Cards that highlight critical metrics around goal setting and check-ins
List view of all goals with details in the list view and a detailed view for each goal
Multiple actions at an overall and goal level

Filtering the Goal View

Step 1: To go to your goals, from the left navigation panel hover on Team and then click on Direct Team or Skip Team and click on Goals under the Portfolio section. You will land on the ‘I want to manage goals’ page for your team.

Step 2: There are two sections from where you can filter the manage page

a. On the Top panel of the page and below the ‘I want to manage goals’ dropdown

- This includes 4 filters - Layout, Group by, Timeline, Ownership
- The layout has 4 options ‘List’ and ‘Hierarchy View’
- - The List view shows only those goals where you are the owner
  - The Hierarchy view also displays the parent goals of the goals owned by you (even if the owner is different)
  - The card view where you can see each goals owned by team members grouped into cards by individual
  - The tree view where you can the visual representation of how goals are contributing to the parent goals and cascading down to the child goals
- The Group By filter helps you switch between viewing the lists by goals first or individuals (team members) first. It is applicable to the the list view only (not card or tree)
- The timeline filter will help you select any timeline (as set up by your organization) and view the relevant goals
- The ownership filter helps you view goals of the individuals concerned where they are owners only or even those goals where they are collaborators

b. Filters on the list level

- These filters are filters on the columns of the list which include - goals name, owners, progress, status and several other fields.
- These filters impact the list as well as the graph and metric cards i.e. the entire page

Visual representation of goal progress

Step 2: The first section of the page has graphs that help visually represent the goal progress distribution

This graph depicts the number of goals and the range of progress they lie in. This will give you an idea of how many goals are near completion vs. those with low achievement to date.

The goals considered are for the specific timeline selected eg Q2 2024 which are owned by your team members. (default: current timeline)

The graph also reflects the same goals as seen in the list below. If you run a filter on the list it will also filter this graph.

Actions you can take :

You can download the image of this graph
You can also view it in an expanded view
You can change the timeline to see the goal progress distribution for another timeline
You can run filters on the list to also filter the data on the graph (e.g. filter by name of a particular team member)

Viewing Metrics around goals

Step 2: The second section (after the graphs) of the page has cards that highlight key metrics around goal setting and check-ins.

The cards include:

Goal count - total number of goals which are owned by your team members
Goals with no check-ins - total number of goals where not even one check-in has been done. These are goals where your team would want to check-in to.
Goals at risk - total number of goals whose status has been set as ‘at-risk’. These are goals that are in danger of not being achieved within the due timeline.
Average progress - the overall average of achieved vs target percentage based on the check-ins done on goals.

Note: In most cases, this count is related to the key results and not the objectives. Unless there are no key results.

The goals considered are for the specific timeline selected eg Q2 2024 which are owned by your team members. (default: current timeline)

The cards also reflect the same goals as seen in the list below. If you run a filter on the list it will also filter these cards.

Actions you can take :

You can change the timeline to see the goal progress distribution for another timeline
You can run filters on the list to also filter the data on the graph

Viewing Goals as a list

Step 2: The third section (after the graphs and metric cards) of the page is the table which lists all the goals and their details in fields.

Key highlights of the Goal list view

The table includes the names of goals and detail fields displayed as columns. Some details such as goal owner, progress, and status are displayed by default. You can add and alter the columns based on your needs using the column selector on the right side of the table.
All columns have filters and sorting to help you change the view of goals. You can also use the search bar at the top of the list to find specific goals or goal owners.
By clicking on any Goal you will see the details open up in a bottom sheet. You will be able to view and act on goals (based on your access level)
If the goals have a parent or child goals you will be able to view the relationship in this list. You will see the child goals nested under the parent. This view can be expanded and collapsed as well.
The goals reflected on this page are all goals that are owned by your team members

Actions you can take:

You can view individual goal details
You can use column selectors and filters to alter and refine your view of the list
You can download a report of the goals in a .csv report
You can initiate various actions on an individual goal such as edit, delete, clone, add child, re-align
You can change the view to see only parent goals or expand it to see the child goals as well

Actions you can do on goals

Step 2: There are three places from where you can access actions

a. On the Top panel of the page and to the right of the ‘I want to manage goals’ dropdown you will see a kebab menu.

- Expand/Collapse all goals - this expands and collapses the list of goals to show or hide the nested child goals
- Refresh List - this allows you to manually refresh the list to ensure the data on the page is the latest
- Download report - this enables you to download the list of goals in a .csv report.

b. On the top of the list there is an ‘Add+’ button with a dropdown (based on your access to create you will be able to see all to none of the options)

- Add Objective - this will open up a create objective panel
- Add Key Result - this will open up a create key result panel

c. Against individual goals by clicking on the kebab menu on the right

- You can initiative various actions on an individual goal such as edit, delete, clone, add child, re-align