How To Use Fitbots For a Mid-Quarter Check-in

Mid-quarter check-ins are an important ritual in an OKR cycle. They can serve as a good reality check midway through a quarter. This is an opportunity for teams to present their progress and do a quick pulse check on OKRs at risk and OKRs that are highly likely to progress, giving the leaders and teams a good prediction on the possibility of achieving OKRs in the quarter and allowing them to review the company’s strategy.

During an effective Mid-quarter check-in, leadership teams come together to reflect on the following metrics for each team/squad/business unit:

• Key Achievements
• Top 3 High-Progress KRs
• Top 3 KRs at Risk – KRs that have not even started or are unsure of getting traction this quarter
• Top 3 Lagging KRs - KRs you were confident about in progress, but are lagging behind schedule due to various reasons

On average, 3 hours a week are spent getting presentations ready for leadership reviews. That’s more than 144 hours per person per year! Instead of spending hours sweating over PowerPoint, here are 3 features that you could use to make your Mid-Quarter presentations a breeze.

Use the Full-Screen Mode of your Team Trends Board.

The Fitbots Trends board gives you just the right insights for your Mid Quarter Check-Ins.?

You can also Filter KRs going well, at risk, and going Okay. With all your necessary metrics and insights in one place, your Mid-Quarter presentations should take very little time.

Have your Team’s Narrative Ready.

Lack of planning and preparation often leads to an inability to reach a consensus during the check-in.

The biggest challenge seen by our coaches today is that people don’t plan ahead of the meeting. A Mid-quarter check-in session should focus on reflecting on the past half-quarter and calling out high-priority metrics and action items to ensure that the strategy is on track. Teams should think about what worked and didn't work, and which victories and/or mishaps could play a role in the upcoming weeks.

Here’s an easy way to create your team’s narrative.

• ‘What’s gone well? - Wins?
• ‘What could be better? - Setbacks?
• ‘What specific actions are we taking? - Initiatives

Against each Key Result, create your narrative on Wins, Setbacks, and Initiatives to make your presentations to the point.

Make it all about Actions.

Mid-Quarter check-ins are all about taking action. Enter specific meeting actions/notes you would like to take as comments to guide progress as the quarter progresses. You can do this easily with the CFR module to create outcome-focused conversations that result in actions.

Lastly, the Progress Board on Fitbots offers useful insights and visual representations of progress. Click here to read our article on using the progress board effectively for leadership check-ins .

Fitbots Can Help You Achieve Your OKRs

At Fitbots, our mission is to help companies drive transformational growth with OKRs, KPIs, and initiative/milestone management, by simplifying how they connect their mission to metrics. Fitbots has worked with over 5,000+ teams, helping them get OKRs right and tracking powerful insights on our OKRs software.

With Fitbots, your teams can achieve 10X more by setting & tracking the right outcome metrics, save an average of 450 hours each quarter on report-making and clumsy powerpoints and increase transparency by 100%. We have consistently rated as a High Performer on G2 and are the proud recipients of multiple G2 badges. Our top-rated offerings include:

• 5-Step Method to reduce Strategic/Company OKRs writing to a matter of hours, helping leaders focus on action rather than verbose discussions
• AI-Assisted OKR Writing to reduce the time spent by teams in crafting effective OKRs that reflect company strategy
• Alignment and Misalignment Modules that ensure complete alignment such that there is no wastage of time, effort, revenue
• OKRs and KPIs management alongside a vast number of integrations
• Progress Boards, Trends Boards, Insights, and Reports at the organization and team level for effective decision-making and performance improvement
• Individual reports and insights to support performance-related conversations
• On-demand OKR Coaching and Certification?

Click here to book a call with our OKRs expert on how we can help you get OKRs right, and manage them with powerful insights.