Here’s a handy checklist for getting you started with SecureDB.
Dashboard Accessible?
Ensure you and all direct reports are able to access their dashboard view.
Review Coaching Items
Review coaching items with each direct report: skills, behaviors, and roles (edit if needed).
Manage Objectives
Adjust objectives if approved by your Internal Champion/Practitioner. Documentation here.
Not sure what objectives you need to create to measure the performance of your team? Download our, “Guide to Creating Performance Objectives.”
Schedule Kickoff
Schedule a kickoff session with your employee to review objectives and baseline the coaching items. Encourage users to try out the Setup Wizard to make sure everything looks good with their setup.
Practice Check-in
Begin the monthly check in process. Here’s how it works.
Get Started with Reviews
Schedule and execute Reviews in accordance with your company’s preferred cadence (quarterly, semi-annually, annually). Here’s how to Conduct a Review in SecureDB.
How’d it go?
Complete the SecureDB Partner Experience Survey here: surveymonkey.com/r/38RTCS8
Maximizing SecureDB
Here are three long-term action items to maximize the effectiveness of SecureDB.
- Get into the habit of providing real-time feedback and coaching within the software for your teammates
- Update Performance Objective data regularly for your direct reports
- If you need additional support in maximizing the software platform, please schedule time with your internal SecureDB Champion/Practitioner or your dedicated SecureDB Implementation Manager
Pro Tip: Set reminders to update information monthly if you are not using API integrations for data entry
