By Emmanuellle Abensur and published as one article at holaspirit.com
This is Part 3 of a 3-part article. This part covers project management and OKR tools, and meeting management tools.
Part 1 here covers all-in-one tools.
Part 2 is here, covering collaboration and documentation tools, and data visualization tools.
Project management and OKR tools
Among self-management tools, there are also specific solutions for project management and OKR planning (which is a key aspect of many methodologies). Read on if that’s what you’re looking for!
10. Asana
Asana is a project management tool that helps you set goals, manage resources, build workflows and track work from start to finish. No matter the complexity of the projects you’re dealing with, this tool will do the trick!
Key features:
- creation of tasks, subtasks and milestones to organize projects with multiple steps and contributors
- validation process for approving and requesting changes within a project
- tracking of company and team goals using the OKR methodology
- creation of workflows and automations to gain time
- workload management and time tracking of tasks
Strengths:
- comprehensive task management features: time tracking, rules, custom templates, custom fields, dependencies, etc.
- many project views available: kanban board, gantt chart, timeline, calendar and list
- integration of AI to help you write goals and create smart workflows
- goals can be connected to the project you work on
Weaknesses:
- the tool can be difficult to use for new users, so they’ll probably need some training to use it to its full potential
- it doesn’t fully support holacratic or sociocratic management structures (for example, projects can only be assigned to teams or individuals, but not to a circle or a role)
- pricing can be expensive for large companies
- you can’t assign multiple people to the same task
- it requires integration with other communication tools to discuss about your projects
Pricing: starting at €10.99/user/month. Free plan available for individuals and small teams only.
11. ClickUp
ClickUp is a collaboration and project management tool that offers a range of features including task assignments, document sharing, goals tracking and dashboards. It aims to centralize all work and tools in one place for better productivity and collaboration.
Key features:
- customizable tasks with various statuses, priorities, and assignees, to help you stay organized and flexible
- integration of work schedules and calendars.
- built-in document editing and storage capabilities
- personalized dashboards that allow you to track the progress of your different metrics
- instant messaging feature that allows you to chat within a group or just 1:1
- creation of whiteboards to facilitate brainstorming
Strengths:
- specific features for agile teams (sprint dashboards, sprint targets, etc.)
- tasks can be linked to the goals you want to achieve and measured using key results
- reduces the need for many tools, as it centralizes many features in one solution
- AI feature that helps you generate summaries, create action items and elevate your writing
Weaknesses:
- user interface isn’t very intuitive, which makes it difficult to find some features
- it doesn’t fully support holacratic or sociocratic management structures (for example, projects can only be assigned to teams or individuals, but not to a circle or a role)
- not adapted to large organizations
- customer support isn’t always very reactive
- limited features on the mobile app
- the platform can be a bit slow
Pricing: starting at $7 for small teams. Free plan available for personal use only.
12. Perdoo
Perdoo is a goal management platform designed to help self-managing organizations effectively align their goals and track progress. It focuses on implementing the OKR (Objectives and Key Results) framework to improve clarity and performance.
Key features:
- creation and tracking of OKRs and KPIs for your company and your teams
- check-ins to easily share your progress with team members
- 360° performance reviews that take into account OKR progress, as well as employee engagement
- planning of 1:1 HR meetings
- kudos feature for recognizing your peers’ contributions
Strengths:
- great tool for creating and OKR roadmap and connecting different types of OKRs (company and team OKRs, long term and short term OKRs)
- ensures visibility and alignment of goals across the organization
Weaknesses:
- tool mostly not adapted for larger organizations
- it can only be used for goal management, and not for project management
- it doesn’t fully support holacratic or sociocratic management structures (except for the OKR feature, everything else is missing)
- there aren’t many customization options
- integrations with other tools are limited
- limited features on the mobile app
Pricing: starting at €9/user/month. Free plan available with limited features.
Meeting management tools
Last but not least: let’s talk about meeting management solutions! These self-management tools are specifically designed for improving meeting efficiency and fostering participation. Here are two platforms worth mentioning.
13. Decisions
Decisions is a meeting management platform specifically that enhances the efficiency and effectiveness of meetings. It integrates seamlessly with Microsoft Office 365, providing tools for agenda setting, decision tracking, and actionable meeting minutes.
Key features:
- creation, co-edition and sharing of structured meeting agendas
- automatic agenda and meeting recap generator using a smart assistant
- possibility to create and assign tasks, and take notes during meetings
- meeting evaluation tool that allows you get insights from all participants
Strengths:
- compatibility with Office 365 tools
- meeting analytics: engagement score, feedback score, time spent in meeting, etc.
- customizable agenda templates that allow you to create your own structure
- possibility to vote for a decision during a meeting (particularly useful for self-managed teams that use a consensus decision-making process)
- automated follow-up of the decisions made and the tasks created during meetings to ensure accountability
Weaknesses:
- the platform doesn’t fully support organizations that practice self-management frameworks such as holacracy or sociocracy (for example, it doesn’t have tactical and governance meeting templates)
- you can only use it with Microsoft Teams
- task management and tracking needs to be done on another tool since it doesn’t integrate a comprehensive feature for this
- it can be a bit complicated to use for non tech-savvy users
- you can’t synchronize it with your other calendar tools
Pricing: starting at €9.90/user/month for small teams only
14. Adam.ai
Adam.ai is an all-in-one meeting management solution that helps you manage the entire meeting lifecycles, from initial scheduling to follow-ups. It allows you to share information before, during, and after meetings, and to generate valuable insights using artificial intelligence.
Key features:
- built-in video conferencing feature
- scheduling of recurring meetings and synchronization with your other calendars
- automated meeting agenda, transcript and summary, with highlight of key information
- possibility to create agenda items, launch polls and assign tasks during meetings
- booking pages to streamline your scheduling process
- action tracking and follow-up
Strengths:
- possibility to co-edit notes during meetings, and react to agenda items using comments and likes
- creation of meeting spaces to keep your meetings organized by project, circle or team
- guests can access meeting content and be assigned tasks
- you don’t need to implement a specific video conferencing tool to use this solution
Weaknesses:
- no templates for tactical and governance meetings (but you can ask the AI to create it for you)
- task management features are quite limited (you only have access to a check-list of actions)
- there aren’t many integrations available
- pricing is a bit expensive
Pricing: starting at $15.99/user/month. Freemium plan available for very small teams only.
To conclude
Whatever solution you’re looking for, you now have a good overview of the best self-management tools available on the market. If you’re only looking to implement a solution for a specific use case (such as collaboration, project management or meeting management), a best-of-breed tool might be the best bet for you. But if you prefer to centralize data on the least amount of tools possible, then all-in-one platforms like Holaspirit will be more adapted.
Contact our sales team to discover our platform and get some tips on how to implement self-management in your organization 😉
This is Part 3 of a 3-part article. This part covers project management and OKR tools, and meeting management tools.
Part 1 here covers all-in-one tools.
Part 2 is here, covering collaboration and documentation tools, and data visualization tools.
