The Solution Crowd (143 Solutions Ltd). Company Registration Number 07173656 (England and Wales) © 2019

 

kippy

quick-start guide

the following guides show you

 

how to get set-up your organisation on Kippy

 

in 10 easy steps

 

Step 1: Create Kippy account

  1. Go to www.kpi.management

  2. Click on “Sign up” page

  3. Enter your organization email address (all users later should have same domain name)

  4. Click on “Signup” button

  5. We will email you your default password

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

(Note, if you already use Slack, then register by clicking here link and follow the on screen instructions. Any issue, contact us.)

 

 

Step 2: Add vision, mission, and values

  1. Click on “Settings” icon in top-right corner (next to logout icon)

  2. Click on “Team” tab

  3. Go down to “Edit team” section

  4. Click on “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 will be transferred by default to all sub teams (But they could be overridden)

 

 

Step 3: Add your organization perspectives

  1. Click on “Settings” icon in top-right corner (next to logout icon)

  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 transferred by default to all sub teams.

 

 

Step 4: Add your organization objectives

  1. Click on “Settings” icon on top-right icon (next to logout icon)

  2. Click on “Objectives” tab

  3. Go to “Add Objective” section

  4. Click on “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: Organization objectives will be transferred by default to all sub teams. (But they could be overridden). For top team (CEO) objectives, naturally they have no “parent team objective”.

 

 

Step 5: Add your organization 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 PX or 10/1 ratio jpeg/png only)

  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 (next to Kippy)

  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 (repeat the same process for sub teams)

  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 + Admin users to Level 2 teams (repeat the same process for sub 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 detail on their roles and responsibilities. See “HOW-TO” bottom page for all roles and responsibilities details. 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 (repeat the same process for sub-teams KPIs)

  1. Select 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 (next to Kippy)

  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 10: Add Projects to Level 2 Teams (repeat the same process for sub-teams projects)

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

  2. Check “Projects” radio button in top-left corner (next to Kippy)

  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. (see “HOW-TO” page for more details)

 

 

That’s it. You now have a living KPI management system. See “HOW TO” Page to learn more about Kippy’s features. Any issues – use the online help to talk to a support agent or leave a message and we’ll get back to you.