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The Leader Playbook with Everperform

How to use Everperform to elevate your company's performance

T
Written by Tom Boyd
Updated this week

Who is this article for?

Executives (Admin permissions required)

After you finish this article, you will be able to:

  • Review your company's pulse results

  • Analyse your company's overall performance

  • Implement the best practice schedule for maximising company performance

Elevate your company's performance with Everperform

Less than 11.9% of companies measure the impact of investment in their people, and therefore miss out on enormous opportunities to improve their performance.

With Everperform, you have all the tools you need to not only measure the impact of performance initiatives, but to measure the performance of your company overall. These insights will help you drive up performance and improve profits.

A quick guide to Everperform

This page will give you a quick tour of the top features available to firm leaders in Everperform. You can explore the rest of the app using this Help Centre as a guide.

Company wide reporting

Everperform provides robust reporting tools so you can analyse your company's performance in depth.

With the My Organisation analysis tool, you can:

  • Compare performance across teams, service lines, and locations

  • Compare performance between quarters

  • Review lead performance indicators

  • Identify teams that are on and off track

  • Share and export reports

Standard and custom reporting views

Your Everperform app includes several standard reporting views that you can use to analyse performance. Alternatively, you can create your own custom reporting views so you can focus on the metrics that are most important to you.

Pulse Reports

Weekly pulse surveys give you insight into how your teams are performing, and how your company is tracking in terms of the performance factors of wellbeing, relationships and productivity.

With pulse reports, you can:

  • Review the performance of teams that are on and off track

  • Identify trends in wellbeing, relationships and productivity across your company

Best practice company leadership

Your Everperform schedule

Everperform recommends that you follow the schedule below to stay connected with your firm's performance and feedback.

Weekly

Monthly

Pulse opens

✅ Complete your weekly pulse survey

Allow 1-2 minutes

Pulse closes

✅ Understand your company:

  • Review Pulse Report to look at variances in scores and outliers

  • Discuss and determine actions to address outliers with partners, managers and individuals

Allow 10 minutes

✅ Understand your people:

  • Analyse individual performance passports to understand how your people are performing and potential factors impacting their performance

  • Identify insights to discuss in your 1:1 conversations, and other 1:1 conversations happening across the company

Allow 10 minutes

End of month review

✅ Review and analyse the month and YTD trends in the "My Organisation" page

Allow 20 minutes

30 day forecast

✅ Utilise last month's insights to improve planning for the month ahead

Allow 10 minutes

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