New User Checklist and Videos

Step 1: Get setup

Step 2: Track your Goals

Align your goals to your company’s goals from top to bottom

  • Add Metrics & make connections.
  • Choose your Critical Numbers & Leading Indicators with Targets and add them to your Dashboards.

Second Define your Action Strategy

Are you the first user in your account?

Step 3: Get the strategy out of your head!

Are you part of leadership?  The first step to getting strategy out of your head and accessible to the rest of the team is to write it down!

Step 4: Start talking! 

…or Keep talking.

Huddles are the cornerstone of what makes this process work, they keep you and your team motivated to act and own results. 

What is the FIRST thing to do?

Move what you already do into the software – do you already do a weekly huddle, do it in Align!

Weekly Huddle

  • Get your team’s weekly meetings in the software to bring in Priorities, KPIs & Critical Numbers, and consistent agendas.

Daily Huddle

Join a Daily Huddle – Not sure where to start?  Start small – do just Top Priority to start the habit!

Are you already doing a daily standup? Do it with the software. (read the bloor watch a webinar)
Admin users have the ability to create and change huddles. 

Step 5: Create a culture feedback loop.

Understand how better alignment improves your culture with these Admin only features

    • Start with eNPS cadence – It’s already turned on, encourage your team to participate. 
      NOTE: eNPS will only go out to those that have accepted invitations for the software
    • About to go into planning?  Do the Alignment Company Survey.

Step 6:  STOP

We love that you are pushing to get all of this rolled out, but give your team a bit to catch up.

Take a quarter (or more) and practice.  New software, new habits, and new concepts take a little time to sink in.

Ask your team for feedback after a month, then bring that to your onboarding calls to ensure you can make the push through the first 3 months.  The first 3 months learning something new are often the hardest when making these changes.  Use your Advisor to help you through it!