RA
Respiratory AssociatesBack to Canopy
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Needs reviewPerformance & Development
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Performance System
Goals, check-ins, review cycles, and documentation capture so performance is consistent and defensible.
Check-in completion rate71%
demo data
4 ptsvs prior period
3 managers below 80% — Katie Smith at 50%
Drill down
Goal progress rollupNot enough data
Drill down
Culture Gym streak distribution58% active
demo data
Median streak 14 days · 23 employees at 30+ days
Drill down
Status
- Check-in completion rates by manager, department, location
- Review cycle progress tracker: employees at each phase
- Late and missing documentation flags
- Goal alignment rate: goals linked to a Strategy Studio pillar
Canopy Insights
- Performance distribution trends across the organization
- Teams with low check-in adherence (leading indicator of disengagement)
- Drivers of performance issues from corrective action and check-in notes
- Goal balance ratio: performance vs development goals
Coaching & Corrective Action
Coaching notes, performance improvement plans, corrective action documentation, follow-up cadence, and approvals.
Coaching case volume by stage9 active
demo data
5 verbal · 2 written · 2 PIP · 1 follow-up overdue
Drill down
PIP success rate (rolling 12 months)67%
demo data
17 ptsvs prior period
4 of 6 PIPs resolved without separation — trending up from 50%
Drill down
Status
- Active coaching plans and PIPs by stage
- Follow-up adherence: missed or overdue check-ins
- Approval queue and overdue corrective action approvals
- Time in stage for each active PIP
Canopy Insights
- Repeat issues by type and team: signals systemic problems
- PIP success rate and time-to-resolution by manager
- Leading indicators: missed follow-ups as early signal of failure
- Manager patterns: who initiates corrective action and who avoids it