Checklists
Simple and Powerful
Checklists are the best way to complete tasks efficiently and accurately. For over 60 years, the airline industry has relied on checklists to achieve its phenomenal safety record. In recent years, many other industries have made checklists a key part of performance management. The simplicity of the checklist belies its power. Organizations focused on performance are smart to deploy checklists wherever practically possible.
Effective Performance
Clearsteps has taken the checklist and made it effective to deploy across an entire organization. The flexibility of ClearSteps makes the use of checklists more efficient. Since ClearSteps provides both simple and advanced functionality, organizational performance gets better and better as ClearSteps integration deepens. Performance is enhanced – and not slowed down – through the power of the checklist.
Teamwork
Clearsteps was designed from the ground up for organizations. As a result, the responsibility to complete a checklist can be assigned in a variety of ways. Checklists can be directly assigned to individuals or to groups for completion. Additionally, since managers have visibility on progress, work can be reassigned when necessary. Shared responsibility across teams helps ensure the job gets done.
Goals
Vision into Reality
Goals are an important part of strategic planning by turning vision into reality through the creation of specific, measurable targets for achievement. Goals break down large aspirations into smaller milestones. This process creates an increased sense of accomplishment and motivation towards continued success.
Goals as a Checklist
Clearsteps supports goal setting by tracking progress over a specific time period using a basic checklist format. Although simple, the goals feature in ClearSteps can be used to track a wide variety of milestones in pursuit of goal achievement.
Goal Visibility
Workers can see their progress alongside their everyday work assignments to keep progress transparent as they work towards accomplishing goals. Workers are able to view progress towards multiple goals. Workers that are assigned responsibility for multiple goals simply “swipe right” to view progress on each Goal.
Goal Management
Goals in ClearSteps have a specified due date or deadline. Once the due date is set, only managers can modify it.
Progress towards goal achievement is plotted graphically to provide transparency to all stakeholders working towards the goal.
Goals can be assigned to individuals, groups or to the entire organization. Workers only see the goals relevant to them.
Managers view the progress to ensure every step towards the goal is being completed within the desired time.
Groups
Functional Teams
All organizations are made up of teams and hierarchies, each with different roles within the company.
The ability to manage multiple groups within your organization, assign team projects in seconds and give employees the tools they need to develop helps promote productivity.
Group Performance
Clearsteps Groups helps employees develop in their roles by giving them a clear understanding of their team’s structure and the goals within it.
Shared checklists and goals can be assigned to entire groups to tackle together or divided up amongst team members.
Relevant How To Guides can be shared with the whole team.
Group Communication
The Groups feature promotes effective communication between group members by allowing them to send messages to the entire group in seconds.
Communications are sent using each group members preferred method of communication – email, SMS or in app messages.
Additionally, meetings with calendar invites can be sent to the entire group in one step.
How To Guides
Best Practices
Documenting processes and procedures in an organization is the gold standard of best practices. However, creating – and more importantly maintaining – this information is virtually non-existent in the real world. Major enterprises all over the world invest untold hours and dollars into creating standard operating procedure (SOP) manuals only to have them become outdated before the ink is dry. As a result, the largest organizations limit SOPs only to core functions. As a result, the full value of documentation to an organization is rarely realized.
Personnel Development
ClearSteps offers a powerful alternative to the development of procedure guides. To do this, ClearSteps harnesses the knowledge and skills people in your organization already possess. Individuals are empowered to own their role through the creation of their own How To Guides. ClearSteps Guides use a simple format to train new staff, to remind experienced staff of proper procedures and to provide the foundation for continuous improvement.
Continuous Improvement
Competitive markets reward those that push to improve their processes and punishes organizations that refuse to formalize innovation.
Through the use of Guides, ClearSteps provides a platform for personnel to review how work is currently performed and make suggestions for improvements. This not only ensures Guides accurately reflect the organization’s current processes, but also enables new ideas to be implemented instantly and effectively.
Management Tools
Effective Leadership
Leading an organization requires effective communication, teamwork, acknowledgment of performance and the desire to make your team the best it can be.
To be effective, leaders must:
- Communicate the organization’s purpose
- Develop team skills
- Own performance results
- Acknowledge excellence
- Pursue perfection
Acknowledging Performance
ClearSteps allows leadership to track team progress and performance on assigned projects. Managers have real time information to acknowledge employees that are performing well. Additionally, managers can easily identify areas of weakness and work on improvement.
Addressing Performance Slips
Perfection is an impossible standard. Nobody is perfect all the time. Missed deadlines, or slips, happen for a variety of reasons. ClearSteps alerts managers immediately when a slip has occurred. Once alerted, ClearSteps management tools enable rapid adjustments to keep the organization on track.
Organizational Purpose
Organizational Vision
A clearly articulated vision is a hallmark of great leaders. Effective leaders work to ensure their team knows and understands the “why” of the organization. These leaders also communicate how every role is essential for achieving this purpose. ClearSteps offers a simple yet powerful way to continually promote the vision and support the achievement of relevant goals.
Promoting the Vision
ClearSteps helps leaders promote their organizations vision in a number of ways. First, through ClearSteps’ ability to assign relevant guides to people in the organization. Second, ClearSteps enables managers and workers to define work that supports the vision. And thirdly, leadership can display relevant goals to groups and individuals so everyone knows where they stand.
Organizational Teamwork
Working as a team offers the potential to achieve what would be impossible to lone individuals. However, dysfunction that prevents peak performance is not uncommon in organizations. ClearSteps gives organizations the ability to work as a cohesive team to accomplish goals. Through the use of clear roles, honest communication, shared worked and goals, ClearSteps brings the highest levels of performance within reach.
Teamwork
Investing in People
The most valuable asset of top organizations is the people. Creating an atmosphere where team members excel is the responsibility of leadership. ClearSteps provides multiple features for leaders to set up team members for success.
Peak Performers
ClearSteps provides the framework for every member of an organization to perform at their best. ClearSteps sets people up for success by engaging staff through empowerment, laying the foundation for proper preparation and accessing time tested techniques for effective performance
Organization Contacts
Staff, contractors and other stakeholders to the organization are available as organization contacts within ClearSteps. Organization contacts are available based on relevancy and do not need to be mixed with personal address books. Not only is contact information easily accessible but communication is improved since messages are sent based on personal preferences.
Team Communication
Excellent communication is a hallmark of high performing teams. ClearSteps gives organizations that ability to transmit essential communications efficiently and effectively. Responsibilities, status updates, task reassignments, and more can be communicated with minimal disruption to performance.
Performance Reports
Measuring Performance
Understanding how well individuals and groups perform is essential information for leaders. Without this information, it is impossible to acknowledge top performers or identify areas that need improvement. ClearSteps reports offers leaders powerful insight to their entire organization.
Acknowledging Performers
Many organizations subscribe to and revel in their “culture of accountability”. However, this is upside down. Research shows that performance is greatly enhanced when acknowledgement is given for a job well done. Obviously, poor performance must be regularly acknowledged and corrected, but to emphasis a “culture of accountability” subjugates praise to criticism. ClearSteps helps leaders acknowledge top performers to promote lasting achievement.
UpNext View
Leaders, especially top executives, most valuable asset is their time. ClearSteps UpNext view provides a meaningful update on the operational status of the entire organization. In one glance, leaders knows if all strategic work is under control.
Track Personal Results
ClearSteps gives individuals the ability to view their performance history. Additionally, team members can see progress towards achieving goals as an individual, as part of a group or for the entire organization up to the minute. ClearSteps support of transparent reporting allows leaders to demonstrate trust to their organization.
