kippy

quick-start guide

set-up your organisation on Kippy

using the steps below

 

Step 1: Create a Kippy account

  1. Go to www.kippy.cloud

  2. Click on “Sign up”.

  3. Enter your organisation email address (all subsequent users will need to have the same email domain name)

  4. Please read the terms and conditions and only continue if you agree to all the conditions.

  5. Click on “Signup” button. 

  6. Please wait while you are set up. Also, you will receive an email with your username and password.

 

Note: From this moment, you are the Kippy “Owner” and can manage and access everything in your organisation.

 

If you already use Slack, then register by clicking here link and follow the on screen instructions. Any issue, contact support.

Step 2: Add vision, mission, and values

  1. Click on “Settings” icon in top-right corner  

  2. Click on “Team” tab 

  3. Go down to the “Edit team” section 

  4. Click on the “EDIT TEAM” button 

  5. Enter vision, mission, and values in the 3 fields in the pop-up screen 

  6. Click on “SAVE” button 

 

Note: CEO team vision, mission, and values are copied to all new sub teams (but they can be overridden)

Step 3: Add your organisation perspectives

  1. Click on “Settings” icon in top-right corner 

  2. Click on “Perspectives” tab

  3. Go to “Add Perspective” section

  4. Click on “ADD PERSPECTIVE” button (repeat the following process to add all perspectives)

  5. Enter your Perspectives names

  6. Enter their descriptions

  7. Click on “ADD PERSPECTIVE” button

Note: No comas, full stops, quote allowed. Perspectives will be the same for all sub teams.

Step 4: Add your organisation objectives

  1. Click on the “Settings” icon on top-right icon

  2. Click on the “Objectives” tab

  3. Go to the “Add Objective” section

  4. Click on the “ADD OBJECTIVE” button (repeat the following process to add all Objectives)

  5. Select parent team objective (not required for top CEO team)

  6. Enter a new objective to add

  7. Enter description

  8. Click on “ADD OBJECTIVE” button.

 

Note: Organisation objectives will be copied to all sub teams (but they can be overridden). Obviously, the top team (CEO) objectives do not need a “parent team objective”.

Step 5: Add your organisation logo

  1. Select CEO team by clicking on “Team Structure” icon in top-left corner then click “Person sign” under the CEO team

  2. Click on the logo (on top of the screen)

  3. Choose new logo file (250X25 pixel or 10/1 ratio jpeg or png image)

  4. Click on “SET TEAM LOGO” button

Step 6: Add CEO KPIs

  1. Select CEO team by clicking on “Team Structure” icon in top-left corner then click “Person sign” under the CEO team

  2. Check “KPIs” radio button in top-left corner (if not already selected)

  3. Click on “Maintain” icon at the bottom of left bar

  4. Click on “CREATE NEW KPI” button (repeat the following process to add all KPIs)

  5. Select the following fields:

    • Objective this KPI measuring (Team objectives list)

    • Direction (Increase is better or Decrease is better)

    • Weight (1x,2x,3x)

    • Frequency (Monthly, Quarterly, Semi-annual, Yearly)

    • Cumulative (Yes/No)

    • Owner (Team members list)

  6. Enter KPI name, owner, unit, description, formula, and data source

  7. Enter KPI targets (need to align with KPI frequency)

  8. Click on “CREATE NEW KPI” button

  9. Click on “EDIT KPI” button

  10. Check “KPI Approval Status” box

  11. Click on “SAVE KPI” button

 

Note: KPI direction, weight, and frequency can not be changed after the KPI is approved and reported on.

 

Don’t worry if you don’t get all the KPIs or if they’re not quite right, you can easily add more or fix them later.

Each KPI owner is now responsible for entering KPI plan details and updating KPI actuals every reporting period as per the KPI frequency. (see “HOW TO” page for more details)

Step 7: Add Level 2 teams under CEO team

  1. Click on the “Team Structure” icon in the top-left corner

  2. Click on the “+” sign in the CEO team box (repeat the following process to add all Level 2 teams)

  3. Enter the new team name in the “Team name” field in the pop-up screen

  4. Click on “ADD TEAM” button

Step 8: Add Level 2 Manager and Admin users to Level 2 teams

  1. Select team by clicking on “Team Structure” icon in top-left corner then click “Person sign” under the team name

  2. Click on the add user icon in the right bar (3rd icon under picture)

  3. Enter new user email address (must have same domain as the organization)

  4. Select new user role

  5. Select new user team

  6. Click on “INVITE” button

 

Note: Each team member will receive an invitation email, showing them how to login and details on their roles and responsibilities. See User roles for capabilities per user role.

For security, you can only invite people with the same email address domain as you e.g. if you register with joe.smith@yourcompany.com, yourcompany.com is your email address domain and you can only invite users whose email ends in yourcompany.com e.g. john.doe@yourcompany.com - contact Kippy support if you need to register users with other email domains.

Step 9: Add KPIs to Level 2 Teams 

  1. Select team by clicking on “Team Structure” icon in top-left corner then click “Person" icon under the CEO team

  2. Check “KPIs” radio button in top-left corner 

  3. Click on “Maintain” icon at the bottom of left bar

  4. Click on “CREATE NEW KPI” button (repeat the following process to add all KPIs)

  5. Select the following fields:

  6. Objective this KPI measuring (Team objectives list)

  7. Direction (Increase is better or Decrease is better)

  8. Weight (1x,2x,3x)

  9. Frequency (Monthly, Quarterly, Semi-annual, Yearly)

  10. Cumulative (Yes/No)

  11. Owner (Team members list)

  12. Enter KPI name, owner, unit, description, formula, and data source

  13. Enter KPI targets (need to align with KPI frequency)

  14. Click on “CREATE NEW KPI” button

  15. Click on “EDIT KPI” button

  16. Check “KPI Approval Status” box

  17. Click on “SAVE KPI” button

 

Note: KPI direction, weight, and frequency can not be changed after the KPI is approved and reported on. Don’t worry if you don’t get all the KPIs or if they’re not quite right, you can easily add more or fix them later.

 

Each KPI owner is now responsible for entering KPI plan details and updating KPI actuals every reporting period as per the KPI frequency.

Step 10: Add Projects to Level 2 Teams

  1. Select team by clicking on “Team Structure” icon in top-left corner then click “Person icon” under the team name

  2. Check “Projects” radio button in top-left corner 

  3. Click on “Maintain” icon at the bottom of left bar

  4. Click on “CREATE NEW PROJECT” button

  5. Select the following fields:

    • Objective for this project (Team objectives list)

    • Owner (Team members list)

    • Weight (1x,2x,3x)

  6. Enter project name, sponsor, start date, end date, total budget, total spent, programme, description, risk, and mitigation

  7. Add milestone details and select the following fields:

    • Owner (Team members list)

    • Weight (1x,2x,3x)

  8. Enter milestone name, milestone start date, milestone end date, milestone description

  9. Enter milestone targets (planned progress 0-100%)

  10. To add additional milestone Click on “ADD MILESTONE” button (and repeat steps 6,7, and 8)

  11. Click on “SAVE PROJECT” button

  12. Click on “EDIT PROJECT” button

  13. Check “Project Approval Status” box

  14. Click on “SAVE PROJECT” button

 

Note: project and milestone weight can not be changed after the project is approved and reported on. Don’t worry if you don’t get all the projects or if they’re not quite right, you can easily add more or fix them later.

 

Each project manager is now responsible for entering plan/project details and updating the actuals every month.

That’s it. You now have a living KPI management system.

 

See “HOW TO” Page to learn more about Kippy’s features.

For further help, please use the online help chat window to talk to a live support agent, or leave a message and we’ll get back to you as soon as possible.

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© Copyright 2020 Kippy KPI Management Limited. All rights reserved. Company Registration Number 12239770 (England and Wales)