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Strategic execution, your way.

OKR or EOS - TappHQ supports both frameworks. Set quarterly Rocks, track weekly measurables on the Scorecard, resolve issues with IDS, and let agent integrations keep progress updated automatically.

2
Frameworks (OKR + EOS)
1-click
Framework Toggle
Auto
Agent Check-ins
IDS
Issue Workflow
Framework Toggle

OKR, EOS, or both - choose your language

One setting in Organization Settings switches all labels across the platform. OKR mode uses Objectives and Key Results. EOS mode uses Rocks and Measurables. “Both” mode shows dual labels during a transition.

  • Labels update everywhere - sidebar, pages, notifications, Ask TappIQ
  • Settings sync instantly across all users in the org
  • EOS-specific pages (Scorecard, Issues) unlock on Pro+
  • Switch frameworks anytime - data is never lost
Goals Framework
OKR
Objectives & Key Results
EOS
Rocks, Scorecard & Issues
Both
Rock / Objective dual labels
Rocks & Objectives

90-day priorities that actually get done

Create cascading objectives from organization to department to individual. In EOS mode, these become Rocks - the 3-7 most important things to accomplish this quarter.

  • Cascade from org-level Rocks down to team and individual
  • Each objective has measurable key results with progress tracking
  • Agent integrations auto-update progress from platform data
  • Progress rings show on-track vs. at-risk at a glance
Q1 2026 Rocks
Launch donor portal85%
Achieve $500K grant funding62%
Hire Program Director40%
Scorecard (Pro+)

Weekly measurables, visible at a glance

The Scorecard is the EOS weekly measurables grid. Every metric you want to track weekly appears here with trend data - green when on target, red when not.

  • Set key result check-in frequency to Weekly to add to Scorecard
  • Agent-metric-linked KRs update automatically every Monday
  • Trend data across all weeks in the quarter
  • Review in your L10 meeting - data is already there
Q1 Scorecard
Weekly measurables against target for Q1
MeasurableW1W2W3W4
Donor contacts12151118
Grant proposals2324
Volunteer hours12095130110
Issues & IDS (Pro+)

Resolve problems with Identify-Discuss-Solve

The Issues List captures strategic problems using the EOS Identify-Discuss-Solve methodology. Capture issues during meetings, work through them systematically, and close them when resolved.

  • Identify - log the issue so it is not forgotten
  • Discuss - move to In Progress when the team is working it
  • Solve - mark Solved with resolution notes when done
  • Priority levels 1-3 help triage during L10 meetings
Issues List
P1Donor database not syncingIn Progress
P2Board meeting quorum risk Q2Identified
P1Grant budget exceeding actualsSolved
Automated Check-ins

Agent data keeps progress current

Key results linked to agent metrics update automatically - no manual entry required. Daily-frequency KRs pull from agent run data each night. Weekly-frequency KRs aggregate 7 days of data every Monday, ready for your L10 meeting.

Daily

Updates from agent metrics each night at 2 AM UTC. Ideal for operational KRs like response times and ticket counts.

Weekly

Aggregates 7 days of data every Monday. Powers the Scorecard grid. Shows trend data across the quarter.

Manual

You enter progress directly. Best for qualitative objectives or metrics that don't have an automated source.

Start free. Add EOS on Pro.

Free
5 active goals
  • Up to 5 active EOS goals
  • Objectives & Key Results
  • Time periods (quarters)
  • Manual check-ins
  • Cascading from org to individual
Pro+
EOS Features
  • Framework toggle (OKR / EOS / Both)
  • Scorecard - weekly measurables grid
  • Issues List with IDS workflow
  • Automated check-ins from agents
  • Ask TappIQ goals tools
  • Rock deadline notifications
Mission Control
All tiers
  • Goals Progress widget
  • Quarter completion percentage
  • On-track vs. at-risk count
  • Link to full goals dashboard