I'm Henrik, one of the founders and CEO of Perdoo and in this video, I'm going to show to you how to
build a good Roadmap for your business. Now the first thing that you should do if you haven't
done so already is to click the start trial button in the top right corner of your screen
in order to unlock all the premium features.
Then the next thing that you should do is to go into Configure, head over to the features tab,
and then to enable flexible progress calculation if that isn't enabled yet simply click save.
And then head back to Roadmap. I'll explain later why you need to enable that feature.
then you should collapse the left sidebar, which you can do by clicking on this button here in
the bottom left corner and that creates a lot more space on your screen right here.
Now Roadmap always starts with the Ultimate Goal of your business,
which is kind of like the mission and vision for your company.
If you haven't added one through the onboarding steps, simply add
one by clicking on add your Ultimate Goal. And then for Perdoo it is to "Help ambitious
organizations execute strategy and propel their growth".
Now the next thing that you should do is to set up your organization's strategy which you can do
in the form of Strategic Pillars. Now we can have a long video to
explain what is a good strategy but it will be better if you just head over to our
Resources Hub which you can access by going to perdoo.com/resources
and then if you search for strategy here then you'll find all our strategy-related articles.
Now this article here, "Looking to get aligned? Put strategy first,
OKR second" — that's an article that I wrote in order to explain to you what is strategy,
what is an Ultimate Goal, how do you define a good Ultimate Goal
for your company, what are Strategic Pillars, and then how do you decide what are the right
Strategic Pillars for your company? So this is an article
that I definitely recommend you to read and if you do need more help with that we
do have of course those in-house coaching services available
which you can buy at an additional cost. Now to add our first Strategic Pillar,
simply click on add Strategic Pillar. And then an important strategy for Perdoo is to
"Offer the best resources and support along with in-house coaching"
Now we can also add a description to better explain to everyone in our organization
why this is our strategy. So we can say that "In our industry
it takes more than just a software to make our customers successful."
Now in fact we have a longer rationale for this strategy but for now I'm just
going to hit save and you can then see that we have our first Strategic Pillar created.
If I move my mouse over the Strategic Pillar then the description appears.
Now the next thing that you can do then is to align both
KPIs, as well as OKRs to such a Strategic Pillar.
So to add a KPI we can simply head over here and then click on create new KPI.
And then the question is of course what are the things that we constantly need to invest in,
that we constantly need to be monitoring in order to make sure that we continuously
deliver the best resources and support. So I'm just going to create a new example
KPI but if we want to make sure that our support is absolutely
the best in the industry, one thing that we could look at is the Customer Satisfaction Score.
And so the Customer Satisfaction Score is a survey that goes out after each support interaction
with our team asking you how asking you to rate the quality of the services that you received.
So in this case I'm going to say we want CSAT to be
yeah to be equal at or above nine. Now this is a KPI
typically for a customer support team. You see in the drop down here that we
don't have a customer support team created yet so I'm just going to create it directly from here.
Type the name of the team that I want to create and then click here on add new and then it will
automatically create this as a new team in Perdoo. Now the lead for this objective should be
the head of our customer support, which in this case would be Emilija.
She probably doesn't exist as a user yet in the product but you see that if I type
her email right here I can easily invite Emilija to Perdoo, so that's what I'll do.
Now I'll hit save and you can then see that at the bottom here I can
add different monthly targets for this KPI. Now I already told you that I want this KPI
to be at 9 or higher so I'm going to add a 9 right here and then it automatically
populates the future targets as well. If I want to increase these targets in
the future I simply click on the month form from which I want to increase it and say well
from July we actually want to be a bit more ambitious and then increase it to 9.5.
I'm going to click this away because the next thing that we're going to do
is to add OKRs to the screen. The way we work with OKRs at
Perdoo is we work with an annual and a quarterly combination and that is a
combination that works for 97% of our customers. Although you can completely customize that if you
want to work with three year objectives and then go down to annual and then to monthly objectives.
That's also how you can set it up if you go here into the configure menu and then head over to the
cadences tab. The way we work with OKRs at Perdoo is at the end of each year our leadership team
comes together and they then start thinking about the three, four or maybe even five bigger themes
that they want everyone to focus on throughout the next year or in this case 2022, taking into
account, of course, our organization's strategy - How was last year's performance? What changed
in the market? And all other factors now to add an annual objective for this Strategic Pillar.
I hover over the strategic pillar click on the plus icon, select create new objective
and then I'm going to say that to have really the best resources and support along with in-house
coaching. And one thing that we want.. I want us all to focus on throughout this year is to have
the best onboarding experience in our industry. Now you can see that the owner is the company this
is an annual company objective and I will lead it for now. It is automatically aligned to the
strategic pillar that we selected so I'm going to hit save now and create this as a 2022 objective.
Now the next thing that we can do is also create a quarterly OKR. What we do at Perdoo is that
we set the strategy, we set the annual company objectives and then we ask the different teams
to come up with their own suggestion of OKRs each quarter. And then we review those together
to see if we're all on the same page about the things that they should be focusing on.
But for this video, I'm going to complete the roadmap and add a quarterly OKR as well.
I'm going to add a quarterly OKR to this 2022 objective. I'm hovering over it click the plus
icon, select create new objective and now I'm going to say that in Q1 we want to successfully
launch new video series to better support new users.
Now that is going to be an objective for our product marketing team which
also doesn't exist yet. So I'm just going to create that directly from here
the head of our product marketing team is Mark. So I'm going to invite him to Perdoo right away
and I'm gonna put this objective in draft mode since we still need to review that all together.
And for the purpose of this video, I'm just gonna create it without adding any key results.
So now you see that we have a quarterly OKR on the screen as well if i click this button right here
then I see the bigger cards. And I can then see the objective that we have set up if you have a
lot of objectives or goals on your screen you can use the zoom in and zoom out functionality
and of course, you can always apply different filters to filter out that combination of goals
that you want to be looking at that time. Now the last thing that I wanted to show you
is that for these annual company objectives - it doesn't always make sense to create key results.
Sometimes you want to base their success on the progress of all the OKRs that are aligned
to it. Now to set that up, open the objective by clicking on this icon here in the top right corner
and then you can see that we have a result step. We don't have any key results or initiatives
created, we do have also an aligned objectives tab with one OKR already aligned to it. Now if i want
to make sure that progress for this objective is based on the aligned objectives instead of the key
results you can see by this icon right here that progress is currently based on the key results.
i need to edit the objective by clicking on this three-dot menu here in the top right corner,
select edit objective, and then scroll all the way down to advanced options. And then
here I can choose that progress shouldn't be based on key results but should be based
on the aligned objectives. And now once I hit save I have now completed this setup.
So this is how you can build a roadmap for your organization. If you do have any questions
simply click on this chat icon here in the bottom right corner
and that opens the support chat with our team and someone will get back to you asap.