Options for expanding Check-in visibility in groups

Group drill-down creates a forced drill-down relationship among group members, extending Check-in visibility across reporting lines for increased transparency and shared insights.

How it works:

• The member highest in the hierarchy within the group has the Check-ins of their entire reporting line made visible to all other group members.
• This creates a shared view that allows leaders or peers in different hierarchies to collaborate more effectively on shared goals or projects.

Use cases:

Consider the scenarios below, in which leaders' jobs would be easier if they could see the Check-ins of each others' hierarchies. Enabling group drill-down in these scenarios provides increased transparency for high-level discussions and improves collaboration and strategic planning.

• Peer leadership collaboration: Sarah (Chief Marketing Officer), and Tom (Chief Revenue Officer) are peer leaders whose teams work closely on cross-functional projects. They notice their jobs would be easier if they could see the Check-ins of each others' hierarchies to stay in the loop. In this case, we'd put Sarah and Tom in a group and enable group drill-down, allowing each of them to see the Check-ins of individuals in each others' hierarchies.
• Project-specific visibility: Elizabeth, a project lead for a team of designers, is working alongside Michael, a creative director, on that project. Throughout the project, both she and Michael need to engage with each others' downstream direct reports. In this case, we'd put Elizabeth and Michael in a group and enable group drill-down.
• External consultant access: Brad, VP of Sales, brings in a consultant to help with sales process improvements. In this case, we'd put Brad and the consultant in a group and enable group drill-down.

Best practices:

• Use drill-down for bridging gaps between leadership peers or other high-level relationships requiring cross-team transparency. If broad visibility isn't required, consider simply having individuals follow each other's Check-ins instead.
• Do NOT use for large, mixed-hierarchy groups. For example, putting a CEO, VP, and an IC in the same group would expose sensitive Check-in information across vastly different levels of the organization.

Group viewing enables mutual visibility and interaction among all group members, fostering collaboration and open communication.

How it works:

• All group members can view and engage with each other’s Check-ins, creating a forum-style environment.
• It’s ideal for encouraging idea generation, identifying issues, and creating a transparent communication model.

Use cases:

• Collaborative teams: A team or department that wants to work transparently and foster a collaborative environment.
  
• Transparent communication models: Teams aiming to build a culture of openness by encouraging members to engage with one another’s updates.
• Opt-in Check-in transparency: Allow employees to opt-in to a group with group viewing on. Anyone in the group will have visibility into the Check-ins of other group members.

Best practices:

• Communicate with the members of the group before enabling group viewing. Opening up visibility may deter some people from being honest in their Check-ins about challenges they're facing.
• When group viewing is enabled, let group members know that they still have the option to mark items in their Check-ins as private to them and their manager and leave private Check-in comments, even if group viewing is enabled.