Performance Enablement
📅 Last reviewed: February 2026
Not just continuous feedback — a complete performance management system with 6+ goal-setting frameworks, configurable appraisal workflows, AI-generated KPIs, calibration, 9-box, and PIP management.
Most platforms only support OKRs. WeSoar supports OKR, Balanced Scorecard, OGSM, V2MOM, MBO, and fully custom frameworks — because not every organization runs on OKRs.
Six frameworks. Your choice. Mixed if you want.
Different departments, levels, and strategies require different goal-setting approaches. WeSoar supports all major frameworks out of the box — and custom ones when you need them.
OKR
Objectives & Key Results
Qualitative objectives with measurable key results. Ideal for innovation-driven teams and agile organizations focused on outcomes over outputs.
Balanced Scorecard
Financial, Customer, Internal Process, Learning
Multi-perspective strategy execution framework. Widely used in banking, government, and regulated industries where financial and non-financial KPIs both matter.
OGSM
Objectives, Goals, Strategies, Measures
One-page strategic planning framework popular in consumer goods and FMCG. Connects strategic intent to measurable execution.
V2MOM
Vision, Values, Methods, Obstacles, Measures
Alignment framework pioneered by Salesforce. Ensures every employee understands the vision, the obstacles, and how success is measured.
MBO
Management by Objectives
The foundational framework where managers and employees collaboratively set objectives and review progress. Simple, proven, and widely understood.
Custom Frameworks
Client-Defined
Build your own goal-setting framework with custom fields, categories, and scoring logic. WeSoar adapts to your methodology — not the other way around.
From strategy to individual targets in 3 clicks
3-Level Goal Cascading
Cascade corporate objectives to team goals to individual targets. 3-click cascade for corporate objectives, 1-click cascade from manager to employee. Clear line-of-sight to strategy at every level.
Goal Weighting by Category
Assign different weights to goal categories — for example, 40% financial, 30% customer, 20% process, 10% learning. Weights drive the overall performance score calculation.
Progress Tracking & Milestones
Track goal completion with milestone markers, percentage progress, and status indicators. Goals update in the flow of work via text and voice notes.
Mid-Cycle Goal Revision
Formal workflow for mid-cycle goal adjustments when business priorities shift. Maintains audit trail and approval chain while allowing agility.
AI-Generated KPIs
AI generates role-specific KPIs based on job description and organizational context — including measurement criteria, suggested targets, and recommended data sources. Managers review, modify, and approve.
Cross-Functional Goal Tagging
Tag goals across departments to identify interdependencies and break silos. Focus on contribution rather than just individual performance.
Your review cycle, fully configurable
Not a one-size-fits-all review template. Every element of the appraisal process is configurable — cycle, scale, competencies, approval chain, and workflow.
Configurable Review Cycles
Annual, semi-annual, quarterly, or custom cadences. Different cycles can be applied to different employee groups, departments, or organizational levels.
Configurable Rating Scales
Numeric (1-5, 1-10), descriptive (Exceeds/Meets/Below), percentage-based, or hybrid scales. Choose what works for your culture and governance requirements.
Multi-Rater 360° Feedback
Collect feedback from self, manager, peers, direct reports, and cross-functional partners. Configurable rater selection, anonymity settings, and question sets per rater type.
Calibration & 9-Box
Calibration sessions for managers to review and adjust ratings across teams. 9-box talent grid mapping performance against potential. AI flags potential calibration issues. Full audit trail.
Competency-Based Reviews
Assess performance against your competency framework with behavioral indicators. Consistent language and expectations across the organization with proficiency-level alignment.
Workflow Approval Chains
Configurable multi-level approval workflows — self-assessment, manager review, skip-level review, HR review, and final sign-off. Each step is trackable and auditable.
Check-ins, feedback, and coaching — not just annual reviews
Configurable Check-ins
Weekly, biweekly, or monthly check-in cadences — both manager-initiated and employee-initiated. Pre-built templates with customizable question sets. Action items tracked across check-ins.
AI Feedback Assistant
AI helps managers write feedback that's more specific, more balanced, and more actionable. Turns vague praise into concrete examples and suggests development steps — bias-aware and competency-aligned.
1:1 Prep Coach
AI-generated meeting agendas, talking points, and follow-up actions for both managers and employees. Makes every 1:1 productive and development-focused.
Performance Coaching Agent
AI-powered peak performance coaching using sports psychology principles — goal achievement, resilience building, and behavioral change support for managers and employees.
PIP Workflow + Coaching
Dedicated Performance Improvement Plan workflow with structured plan creation, milestone tracking, regular check-in scheduling, progress documentation, and escalation paths — supported by the AI Performance Coaching agent.
90-Day Onboarding Planner
Structured 30-60-90 day plans for new hires, promotions, and lateral moves with milestones, check-in cadences, and skill development targets linked to role requirements.
Better feedback, faster
Our Performance Coach agent helps managers write feedback that's actually useful.
Manager writes:
"Sarah did a good job this quarter. She's a great team player."
AI suggests:
"Sarah exceeded expectations on the Q3 product launch, specifically by coordinating cross-functional stakeholders and keeping the project on track despite scope changes. Her collaboration skills were evident in how she facilitated alignment between engineering and design. To continue growing, Sarah could take on more direct client-facing responsibilities to develop her stakeholder management capabilities."
Unique: Performance → Skills → Learning Loop
Skill gaps identified during performance reviews don't sit in a spreadsheet. They automatically feed into personalized learning pathways in the Learn domain. Performance coaching recommendations generate Individual Development Plans. The loop closes — performance insight drives development action.
Frequently Asked Questions
What goal-setting frameworks does WeSoar support?
WeSoar supports six goal-setting frameworks out of the box: OKR (Objectives and Key Results), Balanced Scorecard (BSC), OGSM (Objectives, Goals, Strategies, Measures), V2MOM (Vision, Values, Methods, Obstacles, Measures), MBO (Management by Objectives), and fully custom client-defined frameworks. Organizations can use different frameworks for different departments or levels.
How does WeSoar compare to Lattice or 15Five for performance management?
WeSoar goes beyond continuous feedback to provide a complete performance enablement system. While platforms like Lattice focus primarily on OKRs and continuous feedback, WeSoar supports six goal-setting frameworks, fully configurable appraisal workflows, multi-rater 360° feedback, calibration sessions with 9-box talent grids, AI-generated KPIs, PIP management with coaching agent support, and configurable rating scales. Additionally, performance gaps automatically feed into personalized learning pathways.
Can WeSoar generate KPIs automatically?
Yes. WeSoar's AI generates role-specific KPIs based on the job description and organizational context, including measurement criteria, suggested targets, and recommended data sources. Managers can accept, modify, or reject AI-suggested KPIs.
How customizable are the appraisal workflows?
Fully customizable. Configure review cycles (annual, semi-annual, quarterly), rating scales (numeric, descriptive, or hybrid), competency frameworks, workflow approval chains, self-assessment components, peer feedback inclusion, goal weighting, and mid-cycle revision processes. Different workflows can apply to different employee groups.
Does WeSoar support Performance Improvement Plans?
Yes. A dedicated PIP workflow includes structured improvement plan creation, milestone tracking, regular check-in scheduling, progress documentation, and escalation paths. PIPs are supported by WeSoar's AI Performance Coaching agent for manager guidance.
How do check-ins work?
Configurable check-in frequencies (weekly, biweekly, monthly), both manager-initiated and employee-initiated. Pre-built templates with action item tracking across check-ins. Text and voice notes supported for in-the-flow-of-work feedback capture.
Ready to move beyond basic OKRs?
See how WeSoar's performance enablement platform supports BSC, OGSM, V2MOM, and more — with fully configurable workflows.