Organisation & Teams

Organisation

A company, department, or group that uses the platform to manage its people, culture, and strategic goals. Each organisation has its own settings, teams, values, and data.

Team

A group of people working together within an organisation. Teams have their own goals, meetings, action items, and cultural activities that may differ from the organisation as a whole.

Team Member

also: person, employee, colleague, staff An individual who is connected to the organisation through an employment, stakeholder, or coaching relationship. Team members may be active or have ended their connection.

People Connection

also: connection, relationship A formal link between a person and the organisation. Connections come in three types: Employee (a current or former employee), Stakeholder (an external partner or collaborator), and Coach (a coach working with a person).

Employee

A person whose connection type is Employee. Active employees have a current, ongoing relationship with the organisation; former employees have an end date in the past.

Stakeholder

also: external partner, external collaborator, outside collaborator A person whose connection type is Stakeholder. This includes external partners, consultants, vendors, or anyone outside the organisation who has a relationship with it.

Coach

A person whose connection type is Coach. Coaches are individuals engaged to support the development of people within the organisation.

Position

A formal role or job title held by a person within the organisation, such as "Software Engineer" or "Product Manager." A position links a person to their place within the organisation.

Roles & Responsibilities

Role

A specific responsibility within a team or organisation, such as "Team Lead" or "Team Member." Roles define what a person is responsible for rather than who they are.

Role Type

A category that classifies roles, such as Team Leader, Team Member, Team Input, Team Participant, Leader, Collaborator, Viewer, or Participant. Role types help organise and filter roles across the platform.

Key Function

A core business function or area of responsibility within an organisation (e.g., Engineering, Sales, Operations). Each key function has a designated leader and defined accountabilities.

Leader Role

The designated leadership role within a key function or team. The person assigned to this role is responsible for that function or team.

Cultural Leader

also: culture champion A person designated to lead cultural activities and facilitate cultural assessments (such as Career Valuation) for other people within the organisation.

Direct Report

A person who is connected to the same role or team as another person, typically indicating a reporting relationship. Direct reports are identified through role connections within a team.

People Manager

A person who holds a leadership role and is responsible for managing the work and development of others within the organisation.

Cultural Assessment

Career Valuation (CV)

also: career review, career check-in, career discussion, CV session A structured assessment that evaluates an individual's alignment with the organisation's culture and values. A career valuation is typically conducted by a cultural leader and consists of a series of ideal and actual questions that measure how well a person's behaviours match the organisation's cultural expectations.

Career Valuation Category

A dimension of culture that is measured within a career valuation. Each category has a set of "ideal" questions (what the organisation expects) and "actual" questions (what the person currently does).

Cultural Index (CI)

also: culture check-in, culture discussion, culture review, CI session A measurement of cultural health across the organisation, often capturing broader cultural data beyond individual assessments - cultural orbit. The cultural index provides insights into the overall cultural state. This feature has been superseded by Employee Engagement.

Peer Catch-up (PCU)

also: 1-on-1, performance conversation, peer feedback, development conversation, peer review, check-in, catch-up A structured conversation between two colleagues that includes feedback on Engagement, Connection, and Contribution. Each peer catch-up can be rated as Green (positive), Orange (needs attention), or Red (of concern), with optional comments and feedback.

Peer Catch-up Rating

also: PCU rating, feedback rating A rating given as part of a peer catch-up. Ratings cover three areas: Engagement (how engaged the person is), Connection (how connected they feel to the organisation), and Contribution (how much they contribute). Each rating is Green, Orange, or Red.

Cultural Activity

also: culture activity, culture check, catch-up, CV session, CI session A scheduled or completed cultural event such as a career valuation, peer catch-up, cultural index assessment, team assessment, or survey. Cultural activities can be pending, completed, scheduled, or rescheduled.

Cultural Activity Configuration

also: culture cadence, catch-up cadence The scheduling rules that determine how often cultural activities (such as peer catch-ups, career valuations, and surveys) should occur. Cadence can be set at the organisation level or overridden at the team level.

Cultural Leadership

The configuration of cultural leadership within the organisation, defining who the cultural leaders are and which role types they lead.

Cultural Relationship

The pairing between a person and their assigned cultural leader, establishing who conducts career valuations and cultural assessments for whom.

Speed Catch-up Configuration

The guidance settings for peer catch-ups, including recommendations for Engagement, Connection, and Contribution, as well as overall guidance for how the catch-ups should be conducted.

Strategy & Goals

Objective

A strategic goal within the OKR ( Objectives and Key Results ) framework. Objectives define what the organisation, team, or individual wants to achieve and may have key results attached to measure progress.

Key Result (KR)

also: target, milestone, KPI, metric, measure A measurable outcome tied to an objective. Key results track progress toward achieving their parent objective through quantifiable values and updates.

Key Result Value

also: progress update, status update, milestone value A recorded value or measurement for a key result at a point in time, showing how progress is tracking against the objective.

OKR Review

A review of an objective and its associated key results, providing commentary on progress, challenges, and next steps.

Bullseye Statement

A strategic focus tool that organises statements into four quadrants: Passionate About, Good At, Customer Need, and Get Paid For. Statements within the bullseye represent the most important focus areas.

Vision

also: company vision, future vision, north star An aspirational statement describing what the organisation or individual hopes to achieve. Visions can be personal (individual aspirations) or integrated (aligned with the organisation).

Purpose Statement

also: mission statement, mission, purpose A rich-text description of why the organisation, team, or value stream exists. Purpose statements provide context and direction for the group.

Guiding Philosophy

also: strategy, philosophy, founding story, vision A document that captures the organisation's founding story, context, and vision. It provides the foundation for how the organisation thinks about its direction and purpose.

Values Constitution

A formal document that defines the core values of the organisation. Values constitutions group individual values and set the framework for how values are expressed.

Value

also: core value, organisational value, company value A principle or belief that guides the organisation. Each value is associated with a values constitution and may have associated questions to help people demonstrate the value in practice.

Value Question

A question associated with a specific value, used to explore how that value is understood and demonstrated within the organisation.

Goal

A broader aspiration or target that the organisation or team is working toward. Goals may be distinct from OKR objectives and can exist at any level of the organisation.

Theme

A recurring topic or focus area that spans across the organisation's strategic work.

Meetings & Collaboration

Meeting

A scheduled gathering of people, typically associated with a team or the organisation. Meetings have agendas, notes, and attendees recorded.

Meeting Agenda

also: agenda item A topic or item to be discussed during a meeting. Meeting agendas may have associated objectives, action items, and key results linked to them.

Meeting Note

also: meeting minutes, minutes, notes A record of what was discussed or decided during a meeting. Notes can be of type "Decision" (for recorded decisions) or "Minute" (for general notes).

Meeting Attendee

A person who was invited or attended a meeting.

Meeting Agenda Template

A reusable template for creating meeting agendas, providing a standard structure for regular meetings.

Meeting Guidance

Recommendations and structure for how meetings should be conducted, including team-level meeting guidance.

Action Item

also: task, to-do, todo, work item, item, action A specific piece of work or task that needs to be completed. Action items are grouped into boards and may have watchers who track their progress.

Board

also: task board, work board, backlog A container for grouping action items. Boards help organise and visualise the work that needs to be done, often by team or project.

Watcher

A person who is set to receive notifications or track the progress of an action item or objective.

Surveys & Assessments

Survey

A structured collection of questions distributed to people to gather information. Surveys can be associated with the organisation or a specific team.

Employee Engagement Survey

A survey type designed to measure how engaged employees are with their work and the organisation.

Team Assessment

also: team pulse, team pulse check, team health check A survey type designed to evaluate the health and effectiveness of a team.

Resilient Business Assessment

A survey type designed to assess the resilience of the business, with goals spanning various organisational zones.

Organisation Diagnostic

A survey type designed to diagnose and assess the overall state of the organisation.

Survey Response

A completed response to a survey by a person, containing their answers to the survey questions.

Outstanding Survey Response

A survey response that has been started but not yet submitted, or a person who has not yet submitted their response. The due date is determined by the survey's end time.

Survey Supplementary Data

Additional information related to a survey, such as the message sent with the survey invitation and lists of respondents and non-respondents.

Stakeholder Management

Stakeholder

A person or entity with an interest in the organisation's outcomes. The platform supports detailed tracking of stakeholder relationships and stories.

Stakeholder Story

A narrative or description of the relationship and interactions with a particular stakeholder.

Value Stream

A flow of value delivery within the organisation, such as a product line or service. Value streams have their own purpose statements, business models, products, and stakeholder relationships.

Value Stream Business Model

The business model associated with a value stream, describing how it creates and delivers value.

Value Stream Product

A product that is part of a value stream.

Systems & Knowledge

System

also: platform, tool, system entity A software system, tool, or platform used by the organisation. Systems are the building blocks of the organisation's technology and operational infrastructure.

System Document

also: documentation, knowledge base, SOP, standard operating procedure A document associated with a system. Documents can be rich text, external links, images, videos, or files.

Process Map

A visual representation of a process, linked to a system.

Diagram

A visual diagram associated with a system.

System Component

A part of a system, which may be a document, process map, or diagram. Components have supplementary data with descriptions.

Knowledge Expert

also: subject matter expert, SME A person designated as the knowledge expert for a particular system, who can answer questions about it.

Personal Profile

Personal Details

Information about a person such as their name, contact information, and other personal attributes.

Personal Contact

A person's personal contact information, such as email addresses or phone numbers, separate from their work contact details.

Personal Preferences

Settings and preferences that a person has configured within the platform.

Personal Profile

A collection of information about a person, organised into categories and items that capture their skills, attributes, and other profile data.

Profile Category

A category that groups personal profile items, such as skills, experience, or qualifications.

Profile Item Value

The value or rating for a specific profile item for a given person.

Account & Subscription

Account

The subscription and billing record for an organisation. An account tracks the subscription status, payment history, and billing details.

Subscription Status

The current state of an organisation's subscription, which can be Active, Inactive, Trial, or Pending Inactive.

Pricing Tier

also: plan, user type, role tier The type of access a person has within the organisation: Leader, Collaborator, Viewer/Participant, None, or Coach. This determines what features and data a person can access.

Invoice

A billing document issued for payment, containing one or more invoice items.

Invoice Item

A line item within an invoice, describing a specific charge or cost.

Currency

A monetary currency used for billing, with a currency code (e.g., USD, AUD) and symbol (e.g., $, A$).

Labels & Features

Label

A tag or category that can be applied to entities such as teams, key functions , roles, objectives, key results, action items, or systems to classify and organise them.

Feature

A capability within the platform that can be enabled or disabled for an organisation or team. Features define what functionality is available.

Feature Status

The configuration indicating whether a specific feature is enabled or disabled for an organisation or team. If a feature status is not present, the feature is considered disabled.

Feature Permission

A link between a feature and a permission, defining what actions a person can take when a feature is enabled.

Coaching

Coach Session

A session between a coach and a coachee, tracking the progress and details of the coaching engagement.

Progress Tracking

Progress Category

A category used to group progress items, helping organise updates and achievements.

Progress Item

A record of progress or achievement, associated with a category and product.

Progress Product

A product or output that progress items are associated with.

Abbreviations

CV

Career Valuation — a cultural assessment of an individual's alignment with the organisation's culture.

CVT

Career Valuation Trend — historical trends in career valuation data.

CI

Cultural Index — a measurement of cultural health across the organisation.

PCU

Peer Catch-up — a structured conversation between colleagues with feedback ratings.

OKR

Objectives and Key Results — a goal management framework.

KR

Key Result — a measurable outcome tied to an objective.

SME

Subject Matter Expert — a knowledge expert for a system or domain.

SOP

Standard Operating Procedure — a documented process or instruction.