Introducing Performance Check-Ins in Atrium!Overview
Performance Check-Ins is a powerful new feature within Atrium, designed to help sales managers and reps maintain a consistent rhythm of performance evaluation, coaching, and accountability. By providing a structured way to regularly review both goal-related metrics and other key performance insights, Performance Check-Ins ensures that performance management is proactive and consistent.Sales leaders who oversee managers are particularly excited about this feature because they want their managers to consistently engage in these crucial activities. They understand it can be challenging for managers to remember and prioritize these tasks, so they appreciate how Performance Check-Ins establish a reliable cadence to facilitate that management action.What It Does
Performance Check-Ins automatically captures a snapshot of each rep’s performance every week. This snapshot not only compares performance against weekly, monthly, and quarterly goals, but also includes relevant insights on priority metrics—both default and custom—that might not have specific goals associated with them. Additionally, an email alert is sent every Monday to remind managers and reps to review the previous week’s performance and complete their Performance Check-In.Key Benefits
• Consistency: By setting a regular cadence for check-ins, managers and reps are more likely to engage with performance data regularly.
• Accountability and Transparency: The feature creates an inspectable record of each check-in, ensuring that both managers and reps can look back at past discussions, track how long an issue has been a focus, and maintain alignment.
• Improved Performance: Regular check-ins help identify trends, address issues promptly, and celebrate successes, ultimately leading to better performance outcomes.
• Leader Confidence: Leaders gain confidence that managers are actively engaging in performance management. The inspectable record of check-ins provides an accountability mechanism that ensures these crucial activities are happening regularly, keeping everyone honest and focused.
• Accountability and Transparency: The feature creates an inspectable record of each check-in, ensuring that both managers and reps can look back at past discussions, track how long an issue has been a focus, and maintain alignment.
• Improved Performance: Regular check-ins help identify trends, address issues promptly, and celebrate successes, ultimately leading to better performance outcomes.
• Leader Confidence: Leaders gain confidence that managers are actively engaging in performance management. The inspectable record of check-ins provides an accountability mechanism that ensures these crucial activities are happening regularly, keeping everyone honest and focused.
How to Use Performance Check-Ins
- Weekly Snapshots: Every week, Atrium generates a snapshot of the previous week’s performance, including goals and other priority metrics.
- Manager Review and Commentary: Managers review the snapshot, check off that they’ve inspected the data, and can record comments on any discussions or observations.
- Rep Review: Reps also review the snapshot and confirm their understanding, ensuring alignment.
- Historical Record: Over time, these snapshots create a valuable history of performance discussions, making it easy to see how long specific topics have been addressed and what feedback has been provided.
Conclusion
By integrating Performance Check-Ins into your routine, you’ll foster a culture of continuous improvement, ensure that performance management is a consistent, proactive process, and maintain a clear record of performance discussions.