Getting started with Perform

The newest addition to the PI product suite, Perform gives managers and individual contributors alike the tools to drive performance in their day-to-day work.

If you’re new to Perform, you may wonder where to start. Everything you’ll do in the software revolves around something any organization has: meetings.

• Before meetings: Set goals and collaboratively create agendas to maximize your meeting time.
• During meetings: Lead effective meetings using our in-app meeting-management tools.
• After meetings: Provide timely feedback—both publicly and privately—to get closer to goal.

Learn more about each of these phases below.

Before meetings

The value of Perform starts with some prep work. From your Home page, you’ll see your day’s summary at a glance. You can:

• View a schedule of your upcoming meetings (integrate your calendar to see this).
• Click into relevant workspaces to see upcoming meeting agendas, topics, and notes.
• Review your action items across workspaces and meetings.
• Set Goals and OKRs for your team or organization.

If you’re preparing for a 1:1 meeting, here are some additional next steps:

• Click into a 1:1 workspace to access behavioral insights about a colleague.

During meetings

Perform makes meeting management easy. Boot up Meeting Mode, and you can walk through your meeting agenda item by item.

• Complete topics (or make them recur)
• Leave comments on discussion topics
• Convert discussion topics into action items
• Assign action items to people in your workspace

Note: Missed a previous meeting? Perform tracks meeting history, so you can quickly get up to speed.

After meetings

Successful meetings are only one aspect of performance management. Perform’s Coaching page lets you provide organic feedback, so you can reinforce great behaviors and call attention to opportunity areas.

• Give public recognition, or “Kudos,” to celebrate a job well done.
• Provide 1:1 feedback to share more formal feedback, privately.
• Gather 360 feedback about yourself, so you too can improve.

Tips and best practices:

Here are some other ways to make the most of Perform:

Use Perform’s integrations to get even more day-to-day value.

• Sync your calendar with G-Suite or Outlook to automatically create relevant workspaces.
• Download our Zoom app to use Meeting Mode right within Zoom.
• Connect to Slack or Microsoft Teams to share key Perform notifications.
• Send action items right to Asana with our Asana integration.

Have additional questions or feedback? Get in touch with our support team.

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