Tability Frequently Asked Questions
Have a question about Tability? We've got answers! Check out our most frequently asked questions below.
What is Tability? What do you do?
Tability is a tool to help your team stay accountable while tracking your goals. Tability works by having team members perform weekly check-ins in order track metric progress alongside their confidence in being able to achieve their goals and comments on why they do or don’t feel confident.
Set objectives (aspirational goals) and track progress towards them with a set of outcomes (measurable targets). Use check-ins to keep your goals updated and share automatically generated reports with other stakeholders.
What goals should I have?
Any goal you can break down into objectives and outcomes works with Tability, but we usually see teams tracking strategic quarterly goals. Typically these goals are the most important metrics that the organizations care about.
Some examples include:
Revenue targets (new revenue, retention, expansions)
Marketing goals (traffic, marketing qualified leads, rankings)
Support metrics (response time, ticket volume, CSAT)
HR/People goals (improved satisfaction surveys, headcount growth, reducing days to hire)
Engineering goals (uptime, new feature launches, backlog reductions)
Who should I include in my Tability workspace?
Each outcome in Tability needs to have an owner. Owners are responsible not just for the strategy and execution of the outcome, but also for writing check-ins, the weekly reports that help your team track data on their goals.
Assigning owers who have the ability to set the strategy for the outcome and have access to the resources they need is critical. That said, as long as they have those tools, the owners of outcomes can be at any level of the company (an individual contributor from the support team can own an outcome assigned to that team).
We’ve found that having a more diverse set of users, mixing leadership and individual contributors, can drive success– ensuring voices are heard from those that set the company direction to those who are responsible for doing the day-to-day work.
Where do I keep the tasks related to my goals? Do you integrate with my project management system?
In Tability, we have three levels of your goals:
Objectives (What are you trying to achieve?)
Outcomes (How will you know if you are successful in your Objective?)
Initiatives (What is the work that needs to be done to get your outcomes?)
Initiatives in Tability function similarly to tasks in project management tools. You can link an initiative to an outcome and update the initiative’s status to show your progress. When an initiative is marked as completed, we’ll mark it on your outcome dashboard so you can see how the work towards your goals affects the metric.
We currently integrate with Jira and Asana. Paste a link to your task into an initiative in Tability and we’ll pull the title, status, due date, and owner into Tability.
Does my team really need to do check-ins weekly? What about bi-weekly or monthly?
For quarterly goals, we recommend doing check-ins weekly. This gives your team ample time to make changes or ask for help if something goes wrong during the week, and keeps your critical goals at the top of your team’s mind.
Some teams, like engineering teams, are used to working on bi-weekly sprints and have built a habit of doing their reporting fortnightly. Those teams may be able to use bi-weekly check-ins effectively.
We only recommend using monthly or quarterly check-ins on annual goals. For an annual goal, weekly check-ins are likely too frequent and wouldn’t have much information to add to your strategy.
What is a retrospective? Do I need to do them?
Retrospectives are a deep dive into your goals that is done either monthly or at the end of the quarter. In your retrospectives, you’ll:
Score your progress or completion of your Objectives (typically by looking at the overall completion of your outcomes as a percent)
Write notes on what you’ve learned about the Objective or what you accomplished
Explain the things you want to start, stop, or continue doing as part of your goal tracking process. For example:
We want to start using AI to help us brainstorm initiatives
We want to continue using Tability to track our goals
We want to stop missing our check-ins
Retrospectives are great for ensuring that your team is learning from your OKR process and not just checking a box.
How do I make sure my team uses this and keeps their goals up to date?
One of the best ways to make sure your team takes your goal tracking process seriously is to dedicate time to it. Every Monday or Friday, give them a block on their calendar to update their goals (likely no more than 30 minutes). With recurring, dedicated time, they’ll not have an excuse for missing their updates.
Separately, ensure that you use the information that is entered in. Talk about the updates in meetings, share goal progress publicly, comment on their check-ins with ideas, options, and questions.
Finally, celebrate success. Don’t save celebrations for the end of the quarter, either– call out victories large and small. An outcome was unblocked? Progress exceeded expectations? A team member hasn’t missed a check-in all quarter? All things to celebrate!
What reporting is available in Tability?
For tracking progress on goals, we have insights into outcome progress and confidence on the plan dashboard, as well as a workspace-wide insights dashboard available on our Premium subscription. Premium customers also have access to our custom dashboards which allow you to choose the information you’d like to see from any plan, or even just about specific outcomes.
For sharing reports externally, our presentation mode allows you to automatically generate a summary of your goals along with the most recent check-in and the metric chart. These reports are read only and can be password protected. You can also embed your presentations in Notion or Confluence.
Learn more about reporting here.
What are AI credits? How can I get more?
Each month, you’ll have a quota of credits based on your subscription and the number of seats you’ve purchased. Every time you use one of our AI features (Generating goals or tasks, using the goal metric AI, or using AI coaching), you’ll spend AI credits.
You can increase your number of AI credits by upgrading your subscription. Increasing your tier (from Basic to Plus or Plus to Premium) or adding additional seats will get you more credits. You can also get more credits by writing us a positive review on G2. For more information on increasing your support credits, click here.
What service do you use for your AI tools? Can I use my own AI?
We use OpenAI and GPT-3 for AI. We selected OpenAI to make sure your data is protected. Data sent to OpenAI is not used to train their models and is deleted after 30 days. Please refer to OpenAI’s API Data usage policy for more information.
Customers on our Premium plan can use their own LLM instead of GPT-3. Reach out to our team for more information.
How much does Tability cost?
We have three different subscription plans at Tability:
Basic: $4/user/month Plus: $5/user/month Premium: $8/user/month
Subscriptions are sold in buckets of user seats, starting at 10, then 25, and then in buckets of 25 past there (50, 75, 100, etc. ). You can learn more about the different plans, including what features are included, here
Do you offer read-only users?
We do! Read-only users are available on our Premium plans at no additional cost. We offer 2:1 read-only to paid seats (for every user included in your subscription, you’ll get 2 additional read-only seats). See our pricing calculator here for more information.
Where can I get more information about security or compliance?
Check out our policies, terms, and security information in our guides here.
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