Quick Start for Individual Contributors in an Organization
“Quick Start for Individual Contributors in an Organization” is for those who are primarily using Nodabl to manage their own career growth and professional development as part of an organization within Nodabl. If you are using Nodabl on one of our Personal plans, please see the "Quick Start for Individual Contributors on a Personal Plan".
This quick start guide covers:
Key Concepts: Goals, Actions, and Action Plans
Basic Setup: Add a goal, create an action plan, and update your profile
Keeping Yourself Organized and on Track: The Workspace, Due Dates, and Reminders
Share Your Goals with Your Manager: Make it easy for your manager to help you
Reports: Enhance your 1:1s and make reviews easier
Key Concepts: Goals, Actions, and Action Plans
Goals, Actions, and Action Plans are the building blocks of Nodabl.
Goals are the objective or desired outcome you want to achieve.
Actions are the steps or to-do items that you take to make progress against your goal.
An Action Plan is the set of actions you take to achieve your goal (i.e. all the actions associated with a goal).
Everything else in Nodabl revolves around these three concepts.
Add Your First Goal
Click on the “Add Goal” button to open the Add Goal form (on mobile, you’ll find it in the bottom dock). Individual contributors typically add goals that address feedback / development areas from their most recent performance review and/or goals that address one of their personal professional development goals. You may also find that your manager or admin has already added a goal for you.
Name your goal: Give your goal a name that’s descriptive and meaningful. You should know what this means at a glance, and if you’re going to give your manager access to it, they should easily know what it means.
Add a target end date (optional, recommended). Add a target end date to time-bound your goal. While optional, this is highly recommended so you have a deadline you’re working towards. Otherwise you run the risk of letting everyday, low importance high urgency tasks get in the way of achieving your goals.
Note - we’ve skipped over the description, start date, labels, and status fields. You can learn more about them in the Deep Dive on Goals section. You should revisit them, but for now, name and target end date will get you going.
Create Your Action Plan by Adding Actions
Now that you’ve added a goal, you should be on the View Goal screen. This screen shows you everything you need to know about this goal including your action plan. Since you just added this goal, the action plan is empty, but not for long.
Click on the “Add Action” button to open the Add Action form (on mobile you'll find it in the bottom dock).
Name your action: As an action is typically something you do to work towards your goal, action names typically start with a verb. For example, “Review internal product documentation”.
When you add an action from the View Goal screen, the action will automatically be associated with the goal.
Set a due date (optional, recommended): Due dates are a valuable commitment device. Additionally, Nodabl will remind you via email about upcoming due dates. Without due dates, no automated reminders.
Note - we’ve skipped over the description, action tasks, labels, ratings, status, and related actions. You can learn more about them in the Deep Dive on Actions section. You should revisit them, but the name, goal, and due date are enough to get you going.
Add enough actions to get you started on your goal. You don't need to have an entire end to end action plan ready to go, and, more likely than not, you'll make edits and adjustments as you go. However, you should start with enough to keep you going for a few weeks.
Update Your Profile
Look at the top of the menu bar - do you see your name or your email address? If you see your name, then your admin added it for you, and you’re all set. Otherwise, click on your email address to go to your profile and add your name. Your name is used to identify you to others in Nodabl when you:
Add a comment
Send a collaboration invitation
Accept a collaboration invitation
Share a goal
Without your name, those you interact with will have to know your email address to know that these interactions are coming from you.
Keeping Yourself Organized and on Track
You have a goal, and you have an action plan to achieve your goal. Great work! You’ve set yourself up for success. Now comes the harder part - executing against your plan. Fortunately, Nodabl is here to help you stay organized and on track.
Your Nodabl Board
The Board is the main area where you’ll be working in Nodabl. It features a Kanban board with all of your actions from across all your active goals in one place. Actions in the "Done" column will be hidden from your Board after seven days, but will always show up in the View Goal screen for goals with which they are associated.
The Kanban board visually organizes your actions by status and by priority. The three statuses are “Not Started”, “Started”, and “Done”. You can change the status of an action by dragging it to the proper section. Additionally, you can change the order of actions within a status by dragging the action as well.
As you work on your actions, change their statuses so you can keep track of what you’re working on and what you’ve completed. As priorities shift, change the order of your action within a status so you always know what’s your top priority.
Clicking or tapping on an action expands the action, revealing more detail. From the expanded view, you can change the action status, update the status of your tasks, or go into the View Action screen where you can edit the action.
Stay on Top of Upcoming Due Dates
Nodabl will help you stay on top of the deadlines you set for yourself. So make sure to set deadlines otherwise we can’t support you here!
You’ll receive an email every Sunday morning with the actions and goals that are due in the coming week. Additionally, you’ll receive an email every morning with the actions and goals that are due that day. If you don’t have anything due, you won’t receive an email.
Actions on the Kanban board that are not "Done" will show up with different color due dates if they are past due or soon to be due so you can easily pick out what needs your attention.
Share Your Goals with Your Manager
Give your manager access to your goals so they can give you advice and support, and so that you keep them up to speed on the effort you’re putting into your own growth and development.
First, check to see if your manager is an existing collaborator. Look in your menu bar to see if they are listed underneath Collaborators (you may need to click “View More” if you see that link to check the full list). Your admin may have already set up collaborator relationships for you.
If you are collaborating with your manager, then you can easily give your manager access to your goals by clicking on the share icon on the goal cards in the Goals screen or on the View Goal screen.
By giving them access, they can see your goal, its action plan, and all the action details. They can also proactively provide feedback on your actions, communicate with you via comments, add actions to your goal, and add new goals for you. They will also have access to 1:1 Reports and Summary Reports for the data that you have shared with them.
If your manager isn’t an existing collaborator, you can invite them and share your goal with them in the process.
Click on Invite Collaborator to go to the Manage Collaborators screen
You can also click on Manage to go to the Manage Collaborators screen
Select your manager from the options in the drop down. If you don’t see them here, it means they haven’t been invited to the organization yet, and you should talk to your admin.
Select which goals you want them to have access to and click Send Invitation.
This will send them an invitation to collaborate with you in Nodabl. When they accept your invitation, they will be able to access the goals you shared with them.
1:1 Reports give you a snapshot of status updates, progress changes, what's new, and more, so that you can spend more of your 1:1s in meaningful conversation and less on process. Learn more in our entry on 1:1 Reports.
Summary Reports let you look back over a long period of time to see what has been accomplished and what progress has been made. These are helpful in aggregating information across multiple goals to make it easier to fill out reviews as you'll have all the information in one place instead of having to rely on your memory or comb through your email. Learn more in our entry on Summary Reports.