Use Manager Copilot to set effective goals

Effective managers play a pivotal role in helping organizations achieve their HR outcomes. With that in mind, we created Manager Copilot: an assistant powered by 15Five's Spark AI that helps managers be more effective...and makes their lives easier! Using Copilot, managers can draft, improve, and learn more about setting effective goals for themselves and their teams.

In this article, you will learn...

Access and availability

👥 This article is relevant to managers who are assigned Transform seats.
📦 This feature is available to Transform seat holders in companies on the Total Platform pricing package.

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Tip

From helping managers maintain a pulse on their teams to assisting with setting goals and giving feedback and more, Copilot helps managers with their day-to-day work to support their teams and become more effective, human-centered leaders. Learn more about Manager Copilot tools.


Draft an objective Manager Copilot

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Tip

Check out our "Create an objective" article for additional guidance as you create your objective.

  1. Click on Objectives in 15Five's main, left-hand navigation.
    Objectives.png
  2. Click Create a new objective in the top, right-hand corner of the page.
    Create-A-New-Objective.png
  3. Click Draft Objective in the "What is your objective" text box.
    Draft-Objective.png
  4. The Manager Copilot Assistant will open on the left-hand side of your screen. From here, provide answers to the prompted questions.
    Copilot-Draft-Objective.png
  5. Spark AI will generate an objective title and description based on your answers.
    Generated-Objective-Copilot.png
  6. You can continue asking Copilot questions to help with objective creation. For example:
    • "Can you make the title more concise?"
    • "Can you add emojis to the objective/key result titles to make them more engaging?"
    • "What are some key results that we could use to measure success?"
    • "What are some key results that I could delegate to individuals on my team who are looking for more responsibility?"
    • "What potential hurdles should we be prepared for as we work towards objective completion?"
    • "Should this be an individual, group, or company objective?"
    • "What's an appropriate timeframe for this objective?"
  7. Copy and paste these answers into the appropriate fields on the Objective creation form, making edits as needed.
    Paste-Generated-Objective-Copilot.png
  8. When you're done, click Create objective at the bottom of the form. The objective can now be seen on the Objectives dashboard. Current objectives will also appear in the Check-ins of the objective owner and key result owners so they can update progress as they complete their Check-ins.
    Create-Objective.png

Get support around goal-setting

The "Ask Copilot about Setting Goals" functionality enables managers to receive answers to questions about goal-setting questions based on management best practices.

  1. Click on Objectives in 15Five's main, left-hand navigation.
    Objectives.png
  2. Click Create a new objective in the top, right-hand corner of the page.
    Create-A-New-Objective.png
  3. Click Ask Copilot about Setting Goals in the "What is your objective" text box.
  4. The Manager Copilot Assistant will open on the left-hand side of your screen. Copilot can help you with the following tasks:
    • Writing measurable and achievable objectives
    • Generating ideas on how to motivate team members
    • Learning more about SMART and OKR frameworks
  5. Ask questions about goal-setting and Copilot will provide recommendations based on management best practices.
    Ask-Copilot-About-Goal-Setting.png

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