The Ultimate Coda Handbook for People & HR Teams

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The Ultimate Coda Handbook for People & HR Teams

The Ultimate Coda Handbook for People & HR Teams

V1 Archives

(V1) 4. Employee Experience

Leah Reitz

Clare Geyer

Put your energy where it matters: your people & their experience

While people may be complex, the systems you use to manage your employee experience need not be. Rather than leveraging big, heavy, custom software for your people programs, Coda’s flexibility lets you design straight-forward tools that are easy to use. With a handful of building blocks, your team can make approachable docs to cover the logistics, and use the rest of their energy to focus on the actions that drive the sense of belonging and human connection that keep employees engaged.

With the capacity Coda has for endless, varied solutions, it’s the right tool for a structured operations person, an abstract-thinking events planner, and everyone in between.

Unlock new growth through team gatherings, without hours of pre-work

With remote-flexible or remote-first policies at the forefront for many organizations, team building opportunities can take many forms. Gathering, in-person or virtually, is a lever for team and product growth and should be used thoughtfully. Whether events are driven by a central people function or you are equipping managers and team leads with the tools to drive their own, Coda is the right tool to take you from ideation, through planning and execution, to reflection. Take a look at the docs below for a few examples of how Coda can support gathering, and the growth you’re looking to enable.

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Claire's Offsite Toolkit The Stripe COO's handbook for running offsites that work. coda.io⁠

Potential screenshots GIF to show the checklist + progress bar

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A scroll through this page

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Virtual Team Lunch Get to know your teammates better over virtual lunch. coda.io⁠

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MTV Cribs Bringing together distributed teams! coda.io⁠

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Make template for:

https://staging.coda.io/d/Q2-SuperServe-Work-Together-go-q2-ss-work-together_dNrsva4bnRC/Q2-Work-Together-The-final-plan_su3F3#_luStT⁠

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Learning and inclusion, intertwined

At Coda we know how deeply experience of development and belonging are connected. Coda’s building blocks make it easy to design all of our learning materials and moments with an inclusive lens. Whether it’s a standalone guide or the interactive “slide-deck” for a virtual workshop, Coda offers a blend of flexibility, functionality & clean design that make the message pop. People learn in different ways — the flexibility of Coda makes it so I can engage an audience of distributed employees and cater to a wide-array of styles and experiences.

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Drive a culture of feedback with this Coda resource Feedback is a gift... and it takes work! coda.io⁠

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5 building blocks to make your meetings more inclusive · Running inclusive & effective meetings Add these tools to your meeting toolbelt coda.io⁠

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Facilitating with Coda for engaging & inclusive learning aka, why I’ll never go back to using Google Slides for a virtual workshop! coda.io⁠

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Surveys alone don’t engage employees; shared reflection and action planning do

We can all agree that surveys are mega-important to know where folks stand and how a company can keep employees engaged and retained. However, to drive even more engagement and success from the survey, teams should engage employees in the reflection — giving them a stake in what action is taken and by whom. They become a maker of the culture they want to see, moving the company forward in a more positive way. If you engage manager and employees in reflection and action planning, the result will be a much more engaged, happier team. And the best way to do this is to create a space for individual and team reflections and discussion, as seen in the Coda doc below.

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Engagement Survey Reflection Templates coda.io⁠

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Use simple, meaningful moments of delight to engage employees

Engaging your team isn’t just in the big moments like events, learning and action planning (though those are crucial, as evidenced by the use cases outlined in this doc). It’s also in the small moments of celebration and connection sprinkled throughout the day-to-day. The options are endless, but take a look at the docs below to see a few examples of how Coda can power your team’s moments of delight.

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Work Anniversaries + AI How to celebrate employees on their work anniversaries in 3 easy steps coda.io⁠

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Secret Santa A tiny fun template showing how AI can help with teambuilding activities coda.io⁠

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Ice Breaker Bingo Use this human bingo card to get to know new people! 🤝 coda.io⁠

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Curious to see how else your People team can succeed with Coda? Check out:

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(V1) 1. People Team Hub⁠

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(V1) 2. Onboarding & Offboarding⁠

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(V1) 3. People Operations⁠

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(V1) 4. Employee Experience⁠

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(V1) 5. Performance Management⁠

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(V1) 6. Inclusion / DEI??⁠

ALICE’s NOTES

Docs to include (to delete later)

Claire’s offsite

Problem

Solution

Virtual team lunch

Problem

Solution

MTV Cribs

Problem

Solution

Feedback

Problem

Solution

inclusive meetings

Problem

Solution

facilitating meetings

Problem

Solution

engagement survey reflection

Problem

Solution

work anniversaries

Problem

Solution

ice breaker bingo

Problem

Solution

secret santa

Problem

Solution

Worktogether doc

Problem

Solution

Activity sign up

Problem

Solution

Notes:

Put your energy where it matters: your people & their experience

Unlock new growth through team gatherings, without hours of pre-work

Learning and inclusion, intertwined

Surveys alone don’t engage employees; shared reflection and action planning do

Use simple, meaningful moments of delight to engage employees

what sets this apart from the other sections (operations, inclusive decision making)?

a tool both your product team and people team will love

more Coda why and explaining how the docs work

currently does not have any previews/walk through to show readers HOW

Do we want to have more examples to show variety or should we focus on 3-4 that we can talk through? Should extra go into

Template Library⁠

Gallery

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