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Every company needs a clear process to set strategy, measure progress, and develop people. Kippy brings all these steps together into one seamless performance management cycle—from defining objectives to reviewing results and improving for the future.

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1. Define Strategy and Align Objectives

The cycle begins with strategy definition. Leadership sets top-level goals and corporate objectives, which are then cascaded down to departments and teams. With Kippy’s OKR software, employees can create and align their own objectives and key results, ensuring that every individual’s work supports the company mission.

AI-powered insights accelerate this process, suggesting KPIs, OKRs, and strategy templates based on your mission, vision, and values. This creates a fast, data-driven foundation for success.

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2. Set Measurable Targets with KPIs

Once objectives are clear, the next step is to make them measurable. Kippy enables organizations to define SMART KPIs with monthly, quarterly, or annual targets. Every KPI is tied to business outcomes, creating transparency and accountability.

Real-time dashboards and strategy maps visualize progress at every level—executive, team, and individual—so you always know whether you’re on track.

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3. Execute with Tasks, Projects, and Programmes

Strategy becomes reality when teams act on it. Kippy connects objectives to projects and tasks, enabling employees to see exactly how their work contributes to performance.

• Projects are tracked with Gantt charts and milestones.

• Tasks are organized in inboxes, timelines, and Kanban boards with automatic reminders.

• Programmes group related projects for higher-level reporting.

This ensures that strategy execution is not just planned but actively managed.

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4. Track Actuals and Monitor Performance

Performance measurement requires reliable data. Kippy makes it easy to update actuals through direct input, check-in microapps, formulas, or automated integrations with external systems. Managers review and approve submissions, ensuring accuracy.

Live dashboards and analytics then bring this data to life, enabling drill-downs, comparisons, and trend analysis. You can instantly see how objectives, KPIs, and employees are performing.

 

5. Review and Appraise Staff Performance

The performance cycle is not just about numbers—it’s about people. With Kippy’s employee performance management tools, managers can appraise staff against competencies, KPIs, and overall contributions.

• Self-appraisals give employees a voice in their evaluation.

• Manager appraisals generate instant reports and development plans.

• 360° feedback and acknowledgements build a culture of continuous improvement.

• Employee ratings are displayed in live HR reports and 9-box grids, helping identify high-potential talent.

This creates a fair, transparent, and engaging performance review process.

 

6. Report, Learn, and Improve

The cycle closes with reporting and governance. Kippy provides interactive reports by team, objective, or KPI, available in Excel, CSV, PDF, or PowerPoint. Reports can be scheduled for automatic delivery, ensuring that insights reach decision-makers on time.

Risk management, auditing, and governance controls ensure data integrity and compliance. With immutable logs and role-based access, every change is tracked, and every decision is backed by reliable data.

 

Supporting Every Cycle with Flexibility and Security

Throughout the cycle, Kippy adapts to your business needs:

• Quick set-up with Excel imports and templates.

• Integrations and APIs to connect with ERP, CRM, HR, and communication tools.

• Dedicated hosting and enterprise-grade security with encryption, MFA, and GDPR compliance.

• Customisation and extensions to match your unique workflows.

• Multi-language support and mobile access, so global teams stay connected anywhere, anytime.

 

The Continuous Performance Loop

Performance management is not a one-time activity—it’s a continuous loop. With Kippy, strategy flows into execution, execution feeds into measurement, and measurement drives employee growth and organizational improvement.

By bringing together KPI management, OKR software, employee appraisals, dashboards, risk governance, and AI strategy tools into one platform, Kippy helps organizations stay aligned, agile, and accountable.

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