Weekly Tips & Tricks

Weekly Tips & Tricks Archive

Every weekly customer email, in one place — the tip itself, not a link to go dig it up.

2026

Q3 2026 · Jul–Sep · 11 emails

Hey there,

Did you know we release a new podcast episode every week?

Our Put Me In Coach, I’m Ready to Scale podcast brings Eugene Terk together with business coaches and strategic advisors to talk about the problems they help growing companies solve every day.

And these aren’t 30 minutes of theory. The goal is to give you ideas you can bring back to your business and actually use.

A few recent conversations include:

Why Being a Busy Leader is Stalling Your Business with Bill Gallagher
Eliminate Distractions and Drive Execution Through the 13-Week Race with Will Hall
Balancing Utility and Equity: Choosing Between a Lifestyle Business and Long-Term Enterprise Value with Keith Fairhurst

There’s a growing library, so chances are there’s a conversation that connects with something your team is working through right now. Explore Put Me In Coach

You can also browse all of Align’s podcasts here.

One more thing about coaches...
If you already work with a coach you love, make sure they’re in the software. Coaches can be added as free users, giving them visibility into the goals and priorities they’re helping you achieve.

Has your coach made a big impact on your company? We’d love to highlight that story. Let us know and we can help get it set up.Here are some previous coach success stories.

And if you’ve been considering working with a coach but don’t know where to start, talk to Eugene. He spends a lot of time in the coaching world and can help you explore what might make sense for your business.

Listen, learn, try an idea. Small smart moves have a way of adding up.

Come to Ask Align office hours or reply to this email to grab time with Eugene or your Align Advisor and we'll walk through it with you.
Smart Moves Today, Big Wins Tomorrow. Talk soon, Your Align Advisors

Hey there,

Most business methodologies put communication near the top of the list for a reason. But having a weekly meeting on the calendar doesn’t necessarily mean your team is communicating well.

The real test happens between meetings. Does everyone know what they committed to? Do people speak up when they need help? Are important actions staying visible until they’re finished?

A few simple habits in Align can help make that communication part of the way your team works every day:

Turn commitments into Tasks. When a conversation ends with an action, put it in Align. Give the Task an owner and due date, and connect it to a Priority when it supports a larger goal. If it’s important enough to discuss with the team, star it as a Top Task so it shows up in all of your Huddles, or tag it to a specific Huddle. Now the commitment has a home, an owner, and a deadline instead of living in someone’s notes or memory.
Use Alerts to keep yourself accountable. Take a minute to review the Alert Settings in your Align profile. You can set reminders related to Huddles, Top Priorities and Priorities, or create a custom alert for a specific day and time. If your organization uses the Slack integration, some Personal Alerts can also come directly to you in Slack. A well-timed reminder can be the difference between staying ahead of something and realizing a week later that you forgot about it.
Use Stucks to ask for help early. If something is preventing you from moving forward, create a Stuck and identify the person you need help from. Align keeps those roadblocks visible, including the Stucks you’ve created and the ones where someone is waiting on you. Bring unresolved Stucks into your Huddles so the team can help clear them instead of letting them quietly slow down progress.

None of these tools are complicated, and that’s the point. Good team communication often comes down to consistently answering three questions: What needs to get done? What do I need to remember? Where do I need help?

This week, pick one place where communication tends to fall through the cracks and use Tasks, Alerts, or Stucks to close the gap.

Small habits like these keep the team informed, accountable, and moving forward.
Smart Moves Today, Big Wins Tomorrow. Talk soon, Your Align Advisors

Hey there,

One of the questions we hear most often is, “Where should I go when I need help?”

The answer depends on what you’re trying to do. Sometimes you need a quick answer. Sometimes you want to understand the best way to use a feature. And sometimes, something just isn’t working the way it should.

We also know it’s easy to forget about all the resources available to you, so we thought it would be helpful to put them all in one place.

✨ AI Alex

Need a quick answer?

AI Alex can answer questions about your data in Align, helping you quickly find information without digging through reports or dashboards. It can also answer many “How do I…?” questions and point you to the right resources when you need a little guidance.

In-App FAQs

Need step-by-step instructions?

The In-App FAQs are the best place to start when you know what you want to do but need to know how to do it. They include written instructions, screenshots, and many topics also include short video walkthroughs.

You’ll find them by clicking the ? in the upper-right corner of Align or selecting FAQs from the Learn menu.

Help Text

Need a little more context?

Look for the ? icons throughout Align. These quick explanations provide additional clarification, best practices, and feature-specific tips right where you’re working. They’re designed to help you better understand a feature and get the most value from it without leaving the page.

Align Academy

Want to understand the “why” behind Align?

The Academy is different from the FAQs. Instead of focusing on how to complete a task, it explains the thinking behind the software, shares best practices, and offers ideas to help you get more value from each area of Align.

If you haven’t visited in a while, it’s worth another look.

Visit the Academy: https://aligntoday.com/align-academy/welcome/

Courses

Prefer a structured learning experience?

Our self-paced courses are a great way to build your knowledge of Align.

Basics 101 (I recommend this for everyone.)
Basics 102
Advanced 201

Basics 101 provides a great overview of the entire system. Even long-time users

often discover features or ideas they hadn’t been using.

Ask Align

Want to talk with someone?

Our Customer Enablement team hosts Ask Align three times each week, and it’s completely free.

Bring your questions, learn best practices, talk through an idea, or ask about a process you’re trying to improve. If you’d rather have a conversation than search for an answer, this is a great place to start.

Technical Support

Need help with something that isn’t working?

Submit a Support Ticket.

Support Tickets are the best option when you’re experiencing a technical issue, receive an error, or something in Align isn’t working as expected.

If your question is about how to use Align, best practices, or you’re looking for ideas on how to accomplish something, join Ask Align for free live guidance from our Customer Enablement team.

Additional Services

Need dedicated support for your team?

If you’re looking for more personalized help, we offer a variety of services tailored to your organization’s needs, including:

If you’d like to learn more, email Advisor@aligntoday.com. We’ll be happy to talk through your goals and help you determine what would be most valuable for your team.

One last thing…

We’re currently refreshing the Align Academy to make it even easier to find answers, learn best practices, and discover new ways to get the most from Align.

As we’re making those updates, we’d love to hear from you.

What resources do you use the most?
Is there a topic you wish we covered?
Have you searched for something that was missing?
What videos or examples would make the Academy more helpful?

Just hit Reply and talk to us! Your feedback will help us build an Academy that’s even more useful for everyone.

Thanks for being part of the Align community.

Smart Moves Today, Big Wins Tomorrow.

Talk soon,

Your Align Advisors

Hey there,

Take a look at your Priorities page. How is it organized?

If your Company Priorities come first and each department supports them with child Priorities, you’re already taking advantage of one of Align’s most powerful planning tools.

If not, Q4 is a great time to make the change.

Think about a Priority like improving customer onboarding, reducing costs, or increasing profitability. Those aren’t department goals. They require several teams working together, each owning a piece of the outcome.

That’s why we encourage teams to organize their Priorities around the business outcome first, then use Parent/Child Priorities to connect the work happening across the organization. It gives everyone a clear owner, shows how each piece contributes to the bigger picture, and lets you see early if one part of the plan is falling behind.

Here are three quick things to check this week:

Start with the outcome.

Before you create a Priority, ask yourself: Is this a business outcome or just a departmental initiative? Start with the company Priority, then build the supporting child Priorities underneath it.

Give every Priority one owner.

Lots of people can contribute, but one person should own the outcome. Clear ownership creates better follow-through and makes coaching much easier.

Follow the roll-up.

Open one of your company Priorities and look at the child Priorities underneath it. Are they adding up to the result you’re expecting? If one area is lagging, you’ll see it before it becomes an end-of-quarter surprise.

One More Tip

As you’re planning for Q4, pick one major company Priority and organize it using the parent/child structure. It’s a simple exercise that often reveals missing ownership, cross-functional dependencies, and gaps that are easy to miss when the plan is organized by department.

A good quarterly plan doesn’t just organize work. It connects every person’s work to the outcomes that matter most.

As you review your Priorities page this week, ask yourself:

Are we organized around company Priorities or departments?
Does every Priority have one clearly accountable owner?
Can we quickly see how each team’s work contributes to the bigger goal?

If you can answer “yes” to those three questions, you’re building a plan that’s easier to execute, easier to coach, and much easier to adjust before the quarter gets away from you.

Those smart moves today create the momentum for big wins tomorrow.

Learn More

Join us for Ask Align if you’d like help organizing your Priorities page or using Parent/Child Priorities more effectively. Check out this FAQ to learn how to create Roll Up Priorities. We’d be happy to walk through your plan and share a few best practices.

Talk soon,

Your Align Advisors

Hey there,

Creating a culture of accountability starts with visibility. Everyone needs to know what matters and how the team is performing. But visibility only becomes accountability when it’s reinforced through your everyday routine. That’s where your huddles come in.

Here are three simple ways to make accountability part of every huddle:

Every Number Needs a Face

Review the key metrics for your team, and make sure every number is assigned to a specific person. In Align, that means every number should have a face on it. When everyone can see who’s responsible for each metric, conversations become more focused and accountability becomes part of the routine.

Bonus Tip: Ask everyone to update their personal profile with a photo. A face on every number is much more personal and recognizable than a set of initials, especially as your team grows or works across multiple locations.

Turn Missed Targets into Issues

If a metric is off track, don’t just acknowledge it and move on. Add it to Issues and work through what’s getting in the way. The goal isn’t to assign blame. It’s to identify the next best step that moves the team forward.

End Every Discussion with Who, What, When

A great conversation doesn’t create accountability. A clear commitment does.

Before moving on, make sure every discussion ends with three simple questions:

Who owns the next step?
What are they going to do?
When will it be completed?

Those three questions eliminate assumptions, create clear expectations, and give your team something concrete to follow up on during the next huddle.

One More Tip

When you’ve worked through an issue and agreed on a solution, don’t let it stay in the meeting. Use the Workflow to create a Who, What, When directly from the issue. That keeps the commitment connected to the discussion, makes progress easy to track, and helps ensure the solution actually gets implementeed.

Building a culture of accountability isn’t about having tougher conversations. It’s about making the right behaviors part of your weekly rhythm. When every number has an owner, every issue leads to a decision, and every decision has a clear next step, your huddles become one of the most effective ways to reinforce accountability.

As you prepare for your next huddle, ask yourself a few simple questions:

Does every number have a face?
Does every missed target become an issue to solve?
Does every issue end with a clear Who, What, When?

If the answer is yes, you’re reinforcing accountability every week. Those smart moves today create the momentum for big wins tomorrow.

Learn More

Come to Ask Align! We would love to work with you on ways to update your huddles and create that reinforcement you need to make your culture of accountability thrive.

Talk soon,

Your Align Advisors

Hey there,

Every growing company eventually asks the same question: should the owner type their own numbers in by hand, or should we connect our systems so the data flows in automatically?

There's no universal right answer here. Both approaches work. They just work for different teams, at different stages, for different reasons. Here's how to think through which one fits you.

The Case for Doing It By Hand

There's something valuable that happens when a person has to sit down and type in a number themselves. They notice it. They see if it's up or down. They start asking why, right there in the moment, instead of scrolling past a green or red arrow on a dashboard.

Manual entry forces a closer relationship with your metrics. You can't enter a number you don't understand without at least pausing on it. Over time, that habit builds a sharper instinct for what's actually happening in the business, not just what the automated report says is happening.

This approach also works well for metrics that don't live neatly in one system, or for teams who are still figuring out exactly what they want to track before they invest in connecting it. Manual entry gives you flexibility while you find your footing.

The Case for Letting It Flow

When your numbers update automatically, you use your time differently. Instead of spending Monday morning re-entering last week's sales figures or copying data from one spreadsheet to another, you spend that time actually looking at what the numbers mean. Did that marketing push move the needle? Is the new sales process paying off? Automated data shifts your focus from gathering answers to asking better questions.

Integration also builds trust. When your numbers pull straight from your CRM or accounting software, everyone knows the number is right. No one wonders if the owner forgot to update the spreadsheet or fat-fingered a decimal. The data is the data, straight from the source.

And when your systems talk to each other, they stay in sync. A change in one place shows up everywhere it needs to, so your whole team is always looking at the same version of the truth.

So Which One Is Right for You?

Ask yourself: does this metric need speed and consistency, or does it need close attention? High-volume, frequently-updated numbers (like daily sales or website traffic) are often better off automated. Numbers that require judgment or context, like a Critical Number tied to a strategic shift, might benefit from someone manually checking in on them each week.

Many of our best-run companies do both. They automate what needs to move fast and keep a human hand on what needs a closer look.

Try It This Week

Pick one metric on your Scoreboard. Ask whether it should be automated or manually entered, and why. If you want to see all the integrations available inside Align, check out the Align Academy for the full list.

Talk soon,

Your Align Advisors

Hey there,

Picture your last team meeting. Someone pulls up a number, and someone else says their report shows something different. The next ten minutes go to reconciling spreadsheets instead of discussing what the number actually means for the business.

This happens more often than most teams realize. Different reports pull from different places, so they say different things. Leaders spend meeting time debating which number is right instead of deciding what to do about it. Red flags surface late, after the gap already stretched wider than anyone wanted.

Use Align to solve this at the source. Update a metric once, and it updates everywhere it's used: your meetings, your data tables, your reports, your KPI cards, your strategy docs. Everyone references the same number because there's only one number to reference.

Here's how to put this to work:

Write a description that answers every question before someone asks it. Spell out how the metric gets calculated, what time frame it covers, and where the data comes from. Add that in the Metric Description. A clear description turns "what does this number even mean" into a five-second read, and it keeps the number consistent no matter who's looking at it or when.

Assign an owner to every metric. Connect each number to the person or team responsible for it. When Cash on Hand shifts, everyone already knows who explains why and who drives the fix. Ownership turns a metric into accountability instead of just information.

Link each metric to the process behind it. A number alone tells you what happened. Tying it to the process that produces it, like prospecting, follow-up, or close rate for a sales metric, tells you where to focus next. That's what turns tracking into improvement. (Look out for metric connections in the FACE and PACE tools after next week's release!)

Connect the systems you already run. Pull data automatically from Salesforce, Google Sheets, HubSpot, or QuickBooks, or build a custom connection through Zapier or the API. Let the numbers flow in on their own instead of retyping them into a spreadsheet every week.

Choose your time frame. View metrics daily, weekly, monthly, quarterly, or annually in your data tables. Watch a trend take shape well before it turns into a problem.

Build a multi-period view for your Annual Initiatives. Pull the full year's trajectory alongside this month's actuals from the same data set, so quarterly check-ins and annual reviews tell the same story.

Review the audit trail when a number surprises you. Every update gets logged, so you can trace exactly what changed and when instead of guessing.

None of this adds a new process to your week. Write the description once, assign the owner, link the process, and let the connections do the rest.

Try it this week: Pick one metric your team references often. Read its description like you've never seen it before. If you have a question the description doesn't answer, add the detail. Then check the owner and the linked process. Fix whatever's missing.

Smart moves like these compound fast. For a walkthrough on writing strong metric descriptions and connecting them to owners and process, come to Ask Align!

Talk soon,

Your Align Advisors

Q2 2026 · Apr–Jun · 13 emails

Hey there,

The most productive Planning Days share one consistent trait: everyone in the room showed up prepared, and it showed in every conversation.

When your team walks in with honest reflections on the quarter behind them, a clear sense of how their individual work connects to company goals, and real perspective on what's been working and what hasn't, the planning conversation goes to a completely different place. Decisions that normally take three rounds of debate get made in the first pass. Priorities that usually feel abstract suddenly feel owned. And people leave the room energized about what comes next rather than relieved it's over.

None of that happens by accident. It happens because someone took prep seriously. Here's where to focus your energy over the next few weeks.

Pick One Section of Your OPSP and Actually Dig In

One of the most common Planning Day mistakes is trying to review the entire One Page Strategic Plan in a single session. It sounds thorough, but what it actually produces is a surface-level pass on everything and deep clarity on nothing. The teams that get the most out of their OPSP treat it like a living document and give one section per quarter the focused attention it deserves.

This quarter, choose your Brand Promise or your BHAG and sit with it long enough to have a real conversation. Does it still capture where you're going? Does your team actually feel it when they talk about the company? Document your thinking in Align so it's front and center when Planning Day arrives.

Bring Your Annual Initiatives Back to Life

Before Planning Day, open your Annual Initiatives in Align and trace the connections between your priorities and the bigger goals they're meant to support. When people can draw a straight line from their daily work to something the company genuinely cares about, their investment in the outcome changes completely. This is also the right moment to pull that "why" presentation out of the slide graveyard and share it with your team again.

Why do these initiatives exist? What does success actually mean for the company? Giving people that context before Planning Day means you spend the day building on shared understanding rather than establishing it from scratch.

Run a Start, Stop, Keep Before You Plan Anything

Your team has learned a tremendous amount this quarter, and the worst thing you can do is walk into Planning Day without capturing those lessons first. A focused Start/Stop/Keep conversation around your priorities gives everyone a structured way to share what's working, what's quietly draining time and energy, and what deserves a bigger commitment next quarter. Capture those insights in Align while they're fresh, and they'll inform every priority conversation you have on Planning Day in a way that makes the whole session sharper and more grounded.

What Thirty Minutes of Prep Actually Buys You

When every person on your team spends thirty intentional minutes reviewing their progress, reflecting on what they've learned, and thinking about how their work connects to where the company is headed, Planning Day transforms from a long meeting into a genuine inflection point. Clarity comes faster. Alignment runs deeper. And the priorities you walk away with actually stick because they were built on real context, not just optimism.

5 Questions to pass on to the Team:

Before you close your laptop and head into Planning Day, sit with these five questions. They're simple, but the honest answers will make every conversation in that room more focused and more productive.

What do I want to make sure we keep doing, and what specific results prove it's working?
Which activities had the greatest impact on our KPIs this quarter, and are we investing enough in them?
Where did we spend time and energy this quarter that didn't move anything forward in a meaningful way?
If I'm honest with myself, which of our priorities truly connected to our Annual Initiatives and which ones were just busy work?
What's the one thing I want to make sure gets real attention on Planning Day, and am I prepared to make the case for it?

Bring your answers into the room. You'll be surprised how much faster the conversation moves when everyone has already done that thinking.

Ready to make the most of your Planning Day? Walk through our step-by-step planning guide at aligntoday.com/align-academy/planning and give your team the foundation for a strong Q3.

Talk soon,

Your Align Advisors

It’s that time again! Period Transition.

Hey there,

You may have noticed a new face inside Align. Well, not a face exactly — but a name you might recognize.

Meet Alex, Align's AI Advisor — named after our own rockstar Customer Success Advisor, Alex Abramson, who has spent years helping companies cut through the noise and focus on what actually moves the needle.

AI Alex is built to do the same thing: act as a thinking partner who knows your business, understands what good execution looks like, and can tell you exactly where to focus. Here's what that looks like in practice.

1. Business habit advice that fits how you work
Alex has been trained on the habits and rhythms that help companies grow — think Scaling Up, EOS, OKRs, 4DX, and more. But here's the thing: Alex doesn't care which methodology you use. If you use one, great. If you don't, also great. Alex understands what works across all of them — the weekly rhythms, the accountability structures, the meeting cadences — and can give you advice that fits your world.

Ask Alex something like "What should our leadership team be doing weekly to stay aligned?" and you'll get a grounded answer, not a generic one.

2. Execution advice based on your real data
This is where Alex gets genuinely useful. Alex can see the same data you see inside Align — Priorities, KPIs, Stucks, progress updates, all of it. That means Alex can surface real focus areas, not just general best practices.

Ask Alex "Who on my team needs the most attention right now?" and Alex will scan your company's data and tell you something like: Bob has five outstanding Stucks and is falling behind on two Priorities — you might want to check in.

No more guessing where the bottlenecks are. Ask Alex.

3. Live help when you're stuck on a feature
And when you can't remember how to add an Issue, comment on a Priority, or change your Huddle view — Alex has that covered too. Alex has access to all of Align's FAQs and will walk you through the steps in plain language, including a link to the exact FAQ it's pulling from.

It's a nice bonus on top of everything else.

Put Alex to work this week

Q3 is right around the corner. As you're thinking about next quarter — what's working, what's not, where to focus — use Alex as a thinking partner who actually knows your company's data.

Pull up the AI Advisor inside Align and start a conversation. Ask about your team's progress. Ask what good quarterly planning looks like. Ask who needs your attention most.

Alex is ready when you are.

Smart moves today lead to big wins tomorrow.

Talk soon,

Your Align Advisors

May Release Overview

We're in the Asana Marketplace!

Check out Alex the AI Advisor.

Hey there,

The first half of the year is almost done. Before you pivot to the next chapter, spend 10 minutes reviewing three things that will shape your finish.

1. Review the Why Behind Your Priorities

Go back to your Priorities and sit with the original intent. What problem were you solving? What result did you set out to change? Even if the color status isn't green right now, ask yourself: are you still moving toward that bigger goal?

Sometimes the hardest part of execution isn't the work itself—it's making sure you're measuring success the right way. Your KPI might not be moving, but that doesn't automatically mean the priority failed. It might mean the metric isn't capturing the real win, or the timeline shifted.

Take five minutes to audit whether your measurement is actually tracking what matters, and then decide if you need to pivot for the last month to see true success.

2. Look Across the Team

Your coworkers are pushing hard right now. Mid-year client requests, competing deadlines, competing priorities—everyone's juggling more than usual. Pull up your Priorities list and look at what your teammates are carrying. Where can you step in and help?

If you manage a team, this is even more critical. Are there Priorities that are stalling because of a bottleneck? Use the new Issues feature to flag blockers. If you see a component of someone else's work that you can help accelerate, create an Issue and bring it to your next huddle. It's the same thinking used in huddle best practices—surfacing problems so the team can solve them together, not silently pushing harder.

3. Show Up in Your Huddles

This time of year, huddles get rushed. Status updates become a checkbox instead of a conversation. A quick five-minute investment each week in your huddle can completely change the finish line.

Come with your Priority update fully thought through. Acknowledge progress (even small wins count). Name what's blocking you. Ask for help. A strong team doesn't finish stronger because everyone works harder alone—they finish stronger because they're actually connected.

The Bottom Line

Take a deep breath. Spend 5-10 minutes this week making a plan to finish the quarter strong. Review the why. Help your team. Show up in the huddle.

Smart moves today lead to big wins tomorrow.

— The Align Team

P.S. New this month: the Issues feature helps you surface and solve blockers the way high-performing teams do. Learn more in the Academy.

Talk soon,

Your Align Advisors

May Release Overview

Hey there,

The May release just rolled out! Get excited!!

It introduces three features we've never had before—built around closing the gap between what you plan and what actually gets done.

Here's what's new:

Issues Tracking captures blockers the moment they surface. Headline. Impact. Urgency. Vote on priority. Track resolution. No more important actions vanishing after the meeting ends.

Organizational Chart Upload your org chart PDF and the AI translates it into Align's structure, or start from scratch in the app. Now everyone knows who owns what—and decisions move faster because the structure isn't buried in a spreadsheet nobody updates.

Asana Task Integration connects your strategy to the daily work. See tasks tied to priorities without context switching. Your team stays in their workflow. You get the clarity to know the daily effort actually moves the needle.

Upgrades to current features:

Annual Initiatives now include Targets, Owners, and Descriptions
Annual Initiatives available in the OKR version of Align
Data Table Targets (Select Beta)
Cleaner metric drop-down menus—deprecated and inactive metrics removed
Huddle section editing for Owners and Admins - Preparation for Upgrade from Classic Huddles at the end of July.

Your execution operating system should fit how you actually work—not some generic template. That means connecting quarterly priorities to everyday work. Making sure blockers get solved. Making sure your structure drives better decisions.

This release does all three. Start exploring.

Your data just got smarter: Smart Pulse Report - Call for Beta Users!

Imagine turning every metric, every update, every win in Align into a polished report in minutes. That's Smart Pulse. Board slides. Quarterly planning reviews. Proof of execution. Beautiful, ready to go.

We're building a small exclusive beta. If you're on the Standard plan and want in, apply for the early beta.

Join Ask Align for open office hours and a deep dive into this release.

Talk soon,

Your Align Advisors

Hey there,

You know your business. You know how fast your team moves, what motivates them, and where the real bottlenecks are. So why would you force-fit a strategy process that doesn't match how you actually operate?

Here's what we've consistently seen in companies that execute well: they nail three fundamentals.

The Constants

1. Clear expectations. Your team needs to know what winning looks like and what they're accountable for. This isn't bureaucracy—it's the difference between people feeling set up for success and people guessing.

2. Numbers + goals + communication in a consistent format. Pick a cadence, pick your metrics, stick with it. Your team can't improve what they don't measure, and they can't align if nobody's talking about the same thing.

3. Connect the why. Start with your big picture, then work down to execution. When people understand where the company is going and why, they get creative about solving problems instead of just checking boxes.

These three things work. We've seen it across dozens of companies. But here's the thing—how you do them is completely up to you.

The Variables (Pick What Fits)

Some companies run lean on metrics. You might have one leading indicator—the number that moves everything else. You focus there. Simple. Clean.

Other companies thrive on data. Your team wants visibility into five, ten, or fifteen metrics because that's how they make decisions. They want to see the full picture. That works too.

Same with huddles. Some teams meet weekly for 20 minutes, update async, keep it tight. Others do daily standups or biweekly deep dives with prep work beforehand. Some run 13-week sprints with task-by-task breakdowns. Others stay number-driven and let the metrics guide priorities.

The point: your flow is your flow. Align adapts to it.

Not sure where to start? That's exactly what Ask Align and the AI Advisor are for. Describe how your team operates, what you're trying to solve, and get guidance tailored to your actual business.

New Areas You Can Add to Your Flow

We're shipping some new tools next week to give you even more flexibility:

Issues — Capture problems as they come up, tag them to a component, rank them, then discuss them in your huddle. Solves the "where do we track this?" problem without adding another tool.

Org Chart — Upload your existing chart and let AI transition it in, or build from scratch in Align. Keep your structure visible to the whole team as it changes.

Asana Task Integration — Bring your Asana tasks into Align alongside everything else. (Coming this summer: pull Asana Projects in as Priorities, so your execution plan flows from strategy all the way down.)

Your Strategy Evolves. So Does Your Flow.

As your company scales, what works today might shift tomorrow. That's not a failure—it's growth. The beauty of having a flexible system is you can adjust your cadence, add metrics, change how you run huddles, without rebuilding everything from scratch.

Start where you are. Adjust as you learn. Ask Align when you're not sure.

Talk soon,

Your Align Advisors

Have you tried it?

Use a Google Add-On to connect your Sheets to Metrics

Create & Update multiple metric all at once
Stay in workflow by linking to a sheet you already use
No More Zapier for Google Sheets! Use the Add-On instead.

Hey there,

We get this question a lot: “Should I put this in Align or my project management tool?”

While you can manage your entire daily to-do list in Align, the platform’s superpower isn't tracking every sub-task—it’s keeping your "North Star" in sight. Think of it this way:

Your PM Tool (Asana, Jira, etc.) is the Engine Room. It’s for the "How." Use it for granular tasks, dependencies, and the complex moving parts of a project.
Align is the Navigation Deck. It’s for the "Why." Use it for the high-level priorities and habits that actually move your company’s strategy forward.

How to Build a Strategic Habit

To move from "busy" to "strategic," here is the workflow we recommend to get the most out of the system:

1. Start from Strategy, Not Tasks Before adding work, look at your quarterly Priorities. Do they roll up to your annual initiatives? Are there too many? (We recommend no more than 3). Ask yourself: “How much time can I realistically devote to these each week?”

2. Win the "13-Week Sprint" Break those Priorities into weekly milestones. Aim for one concrete milestone per week—something that moves the needle, no matter how small.

Pro Tip: Scaling Up coach Bill Gallagher suggests Time Blocking. Block off one hour every Monday to focus exclusively on your strategic work. Strategic work is rarely "urgent" until it’s too late, so protect that time like it’s a client meeting.

3. Close the Loop in your Huddles This is where strategy becomes culture. Make sure your milestones are visible where you actually talk to your team.

Coming Soon: Strategic Clarity (Minus the Context Switching)

For the Asana users in the building, we're making it even easier to bridge the gap:

Mid/Late May: Our Asana Tasks integration launches.
June: You’ll be able to connect specific Asana Projects directly to your Align Priorities, so your "Engine Room" and "Navigation Deck" stay perfectly in sync.

Is there an integration that would make your world run smoother? Email us back and let us know!

Talk soon,

Your Align Advisors

Have you tried it?

Use a Google Add-On to connect your Sheets to Metrics

Create & Update multiple metric all at once
Stay in workflow by linking to a sheet you already use
No More Zapier for Google Sheets! Use the Add-On instead.

Hey there,

Q2 is set. Now it's time to run it.

The planning work you put in at the start of a quarter only pays off if the execution remains disciplined. Here are three areas worth a personal check before you get too deep into Q2.

🔹 Priorities — Keep It to 1-3, Then Work Them Weekly

If you have more than three priorities this quarter, you don't have priorities — you have a wish list. Pull yours up and ask: are they connected to an Annual Initiative or rolling up to a Company Priority? If not, they're floating.

Once they're anchored, use Tasks as weekly milestones. Breaking a 13-week priority into weekly moves keeps you from the end-of-quarter scramble. And if you haven't used the AI Coach to pressure-test whether your priorities are truly SMART, that's a five-minute exercise worth doing right now.

🔹 KPIs and Critical Numbers — Know Your Next Move

Your Critical Number should tell you at a glance whether you're on track for the quarter. Your KPIs are the early warning system — the leading indicators that show you where things are heading before the quarter tells you the answer.

Here's the real test: if a KPI goes red, do you know exactly what you'll do next? If the answer is "I'd have to think about it," that KPI isn't ready. Take a few minutes to assign a clear course-correction action to each one. Knowing something is off isn't enough — having the response ready is what makes the data useful.

🔹 Huddles — Your Setup Only Works If You Work It

A great Q2 plan sitting in Align won't move the needle on its own. Look at your weekly meeting — are the right KPIs on the agenda? Is your Critical Number visible? Do any of your priorities need a dedicated weekly or bi-weekly working session to keep them moving?

Quick Tip from Our Own Team:

In our Daily Huddle — we call it the Big Huddle — every Parent Priority owner gives a very short Priority Update every Tuesday before the regular standup. It takes about 10 extra minutes, but it keeps the whole company connected to what's moving, not just the people in the working group. Low effort, real impact.

The quarter is already underway. A little time now making sure these three areas are dialed in will save you a lot of scrambling in week 11.

— The Advisor Team

📚 Resources: Check these out on the Align Academy

Have you tried it?

Use a Google Add-On to connect your Sheets to Metrics

Create & Update multiple metric all at once
Stay in workflow by linking to a sheet you already use
No More Zapier for Google Sheets! Use the Add-On instead.

Hey there,

Two weeks ago, we gave you a sneak peek at what was coming. Tonight, it's here.

What the AI Advisor does

Think of it as a knowledgeable business partner sitting alongside your data. Ask it questions, and it pulls from your actual KPIs, priorities, and progress to give you a real answer — not a generic one.

Ask questions about your business data. Why is a number trending the wrong way? How are priorities tracking this quarter? The answers come from what's actually happening in Align.
Get insights on your KPIs and priorities. The AI Advisor connects the dots between your numbers and your goals so you can see the full picture faster.
Get recommendations on where to focus. Whether you're a CEO or a frontline team member, it helps cut through the noise and point to what moves the needle.

Who it's for
Everyone on your team. This isn't just an executive tool. A frontline team member can use it to understand their own priorities better. A manager can use it to check in on team progress without scheduling another meeting. A CEO can use it to get a quick read on where the business stands before a tough conversation. One thing that makes it work better
The AI Advisor is only as good as the data behind it. Teams that keep their numbers updated, build out their priorities fully, and run consistent huddles will get sharper, more useful insights. If your system is clean and current, the AI Advisor becomes genuinely powerful.

How the AI Advisor sees your business

By default, it only has access to information you're personally connected to — your Company Dashboard, your One-Page Strategic Plan, the huddles you're in, and your My Dashboard.

That means if your CEO isn't in your weekly sales huddle, the AI Advisor has no idea what's happening in sales. That gap creates blind spots.

Action recommended: Turn on the AI checkbox in your huddles — thoughtfully.

Inside each huddle, there's an AI checkbox. When you turn it on, that huddle's information becomes available to everyone in your organization using the AI Advisor.

For team meetings, sales standups, and ops huddles, that's exactly what you want. For 1:1s or leadership syncs where sensitive topics come up, leave it off. A simple rule: if you'd be comfortable with anyone in the company seeing a summary, turn it on. If not, leave it off.

The more relevant context the AI Advisor has, the better it performs — and you control exactly what that context includes.

We're excited about this one. Log in and explore.

Let’s put it to work.

— The Align Team

New Feature!

Use a Google Add-On to connect your Sheets to Metrics

Create & Update multiple metric all at once
Stay in workflow by linking to a sheet you already use
No More Zapier for Google Sheets! Use the Add-On instead.

Hey there,

New Release Available Now! Check out the New Release page on the Academy for a short video walkthrough.

At its core, this release is about helping you make smarter decisions faster, with better visibility and less manual work.

Let’s start with new features:

Google Sheets Plugin integration
Export Critical Numbers and KPIs to CSV
One-time Huddles and a Quarterly Planning Template

These additions are all about flexibility. You can now move data more easily, plan with more structure, and meet in ways that match how your team actually operates.

We’ve also made meaningful improvements to Data Tables:

Reorder values to match how you think about your data
Add Median, Max, and Min calculations, with the option to toggle Average
Include more detailed target information (released soon after a short beta test)

This gives you a clearer picture of performance so you can spot trends and make adjustments with confidence.

Weekly execution is getting stronger too:

You can now track stucks directly in Weekly Huddles
Tasks can align more cleanly to priorities and huddles
Metrics are easier to manage with cleaner dropdowns and automatic creation when tied to Critical Numbers

These updates tighten the connection between what you plan and what actually gets done each week.

And then there’s AI Advisor.

Starting next week, AI Advisor will be turned on for everyone.

This is a meaningful step forward. The goal is simple: help you and your team get better guidance without adding more meetings or manual analysis.

AI Advisor follows your existing visibility rules. If you can see it, the AI can use it to provide relevant insights.

ACTION RECOMMENDED: We also know not every meeting includes everyone, and that’s by design. Many huddles are simply team-specific, not confidential.

That’s why we introduced the AI Checkbox in Huddles.

By default, AI can use huddle information to generate recommendations

Here’s what you should do this week:

If you have any truly confidential huddles such as 1:1s, leadership-only meetings, or coaching sessions, go into those huddles and uncheck the AI option. This ensures those conversations stay completely private and are not used to inform AI recommendations.

Every update in this release is designed to help your team stay aligned, take action faster, and get more value from the data you’re already tracking.

If you want a deeper look at how to use these features effectively, come to any Ask Align session.

Smart moves today lead to big wins tomorrow. This release gives you a few more ways to make those moves count.

Let’s put it to work.

— The Align Team

Q1 2026 · Jan–Mar · 13 emails

Hey there,

We’ve made it easier to connect your numbers and control who sees them.

Our QuickBooks Online integration is now available in Align, along with enhanced Metric Visibility settings that give you more control over your data.

Here’s how this helps your team:

Automatic financial data, right where you need it
Once connected, your QuickBooks Online data flows directly into Align. Your key metrics stay up to date without extra effort, so your team can focus on using the numbers instead of chasing them.

Keep sensitive data private and relevant
Not every metric needs to be visible to everyone. With Metric Visibility, you can choose exactly who sees what. Share financial data with leadership while keeping team-level metrics focused and relevant for others.

More clarity across every role
When each person sees the right metrics, conversations become more productive. Teams stay aligned around what they can influence, and leaders maintain a clear view of the bigger picture.

This update is all about making your data more useful. The right numbers, in front of the right people, at the right time.

What’s new: QuickBooks Integration

If you’re pulling financial data manually today, this is worth a look. Our new QuickBooks integration allows you to automatically sync key financial metrics directly into Align. That means your team can spend less time gathering numbers and more time discussing what they mean. You can explore all available integrations here: https://aligntoday.com/align-academy/integrations/

A quick note on Metric Visibility

As you automate more data, it becomes even more important to control who can view and update specific metrics. Metric Visibility gives you the ability to:

Limit access to sensitive numbers
Ensure the right people own the right data
Maintain trust in your reporting structure

Automation works best when it’s paired with clear ownership and visibility.

Coming soon: Google Sheets Integration

Many teams already manage key data in spreadsheets. We’re working on a Google Sheets add-on that will make it easier to connect those numbers directly into Align. This will give you another flexible option to balance automation with visibility, especially for teams that rely heavily on shared sheets today.

Choose the approach that drives the right behavior for each metric.

Make it work for you.

Smart moves today lead to better decisions tomorrow.

- Your Align Team

It's time to copy over your period.

Step by step instructions are here.

Join Ask Align if you get stuck!

Hey there,

Quarterly planning works best when it starts with facts, not guesses. The good news is the facts are already in your Align data.

Before your next planning session, take time to run a simple Start, Stop, Keep review. It helps your team see what actually moved the business forward and what simply kept everyone busy. When teams do this well, they avoid adding new priorities without clearing space first.

The best time to do this is one to two weeks before your quarterly session. That way your meeting becomes a decision session instead of a discovery session.

Here are three ways to start using the framework.

1. Create a formal feedback loop

Your team and your customers often see opportunities leadership doesn’t. A short survey can surface both issues and wins from the front lines. The Align Academy Pre-Planning Guide includes a simple template to help you collect that feedback before your leadership team meets.

2. Run a priority post-mortem

Look back at your Priorities from the last 90 days and ask each owner to review results and lessons learned. What created real progress (Start)? What stalled (Stop)? What should change next quarter (Keep)?

This reflection turns experience into insight and helps the team make smarter decisions for the next set of priorities.

3. Audit your meeting rhythm

As companies grow, meeting habits tend to grow with them. Over time, calendars fill up with recurring meetings that may no longer serve their original purpose. A quarterly planning cycle is a great time to step back and review them.

Use the Start, Stop, Keep framework to evaluate your meeting rhythm. Look at every recurring meeting on the calendar and ask three simple questions.

Which meetings should you start because the team needs clearer communication or faster decisions?
Which meetings should you stop because updates could be handled inside Align with a quick status change?
Which meetings should you keep because they drive accountability, reinforce culture, or help the team stay aligned on priorities?

This short audit often frees up hours each week while making the meetings that remain more focused and productive.

Growth usually comes from a series of small, smart moves made consistently. When you decide what to stop doing, you create the space for better priorities to take hold.

If you’re preparing for your next planning session, review the Quarterly Pre-Planning Checklist to make sure your team is ready.

Additional Recommended Reading

Article: How to Lead an Effective Quarterly Planning Session
Podcast: The Growth Show (episodes on maintaining culture while scaling operations)

Happy Planning!

- The Align Team

Hey there,

Being a manager often feels like being the "Chief Problem Solver." It often feels easier to just fix the mistakes, but the most effective leaders focus on coaching their team so the mistakes don’t repeat.

Coaching builds a culture of high performers who own their roles. This shift might feel like it takes too much time, but it actually gives you more time to focus on high-level strategy and ensures your team has the confidence to execute in the long run.

Three Ways to Coach Better in Align

We’ve specifically designed Align to help you facilitate these growth conversations without adding more "work" to your plate:

Build Ownership through Entry: It is often tempting to enter a Priority or KPI for a team member to ensure a "perfect" setup. However, the simple act of typing in their own goals creates immediate ownership. Let your team enter their own information. They might surprise you with the results when they feel truly responsible for the data.
Update Your 1:1 Questions: Standard status updates often miss the mark. Use your 1:1 section to add coaching-specific questions. Instead of asking "What is the status of project X?", try asking "What is the biggest obstacle slowing you down this week?" or "What’s one thing you learned from that client interaction?"
Utilize "Persons of Interest": Managing a team means keeping track of who influences which goals. The Persons of Interest feature allows you to see exactly who is connected to specific priorities. This visibility helps you provide targeted coaching to the right people at the right time.

Level Up Your Leadership

Coaching is a skill that requires practice. To help you refine your approach, our team recommends reviewing these Align Specific resources:

Align Academy: Explore our Leadership Section for more on building high-performing teams. Also, check out the book club list for more general business learning and advice!
Deep Dive: Check out this guide on Leveling Up Your Coaching for practical frameworks you can use in your next meeting.

The goal is simple: make smart moves today so you can celebrate big wins tomorrow.

New Release Available March 3!

Metric Security: Want to add more people to your account but control who sees which numbers? Metric Security gives you confidence to expand access while protecting sensitive data.
Quickbooks Online Integration: After three weeks in Beta and strong feedback from users, we’re turning this on for Basic and Standard packages in this release. Your financial data can now flow directly into Align, keeping your numbers accurate and up to date without manual entry.
Archive a Huddle: If you're transitioning teams, adjusting your meeting rhythm, or starting fresh, you can now archive a Huddle. It stays in your records but disappears from navigation and dropdowns so your workspace stays clean and focused.
Commenting: Need to ask a quick question or recognize a win? You can now comment directly on KPI Cards, Priorities, and Critical Numbers. Keep conversations connected to the work that matters.

We’d love your feedback. Join Ask Align to see these features in action, get your questions answered, and learn how to put them to work with your team.

Hey there,

If a team member is working hard but can’t point to the Annual Initiative their priority supports, they may not "get it" yet. As your company grows, this is a common observation. However, closing that gap is not a one-time conversation. Habit #3 for great managers is about closing that gap through consistent, visible execution.

1. Revisit the Foundation

High-growth teams treat their One Page Strategic Plan (OPSP) as a living document. We recommend revisiting at least one section of your OPSP each quarter. For example, reviewing your Core Values ensures they still reflect your current team culture. When the foundation is clear, the daily work in the software makes more sense. Then present your findings to to the rest of the company. You build trust when the team knows their leadership is reviewing strategy and transparently sharing.

2. Connect the "Why" in 1:1s

The fastest way to see if your team is aligned is to look at their Priorities. During your 1:1s, ask a simple question: "Which Company Priorities or Annual Initiative does this priority support?" If the connection isn't clear in the software, use that moment to coach. Ensuring every individual priority links to a larger Company Priority or Annual Initiative turns a "to-do list" into a measurable contribution.

3. Lead the Conversation

Accountability means owning the outcome, not just the task. As a manager, you are accountable to your team to:

Lead the conversation around their priorities.
Remove blockers before they slow progress.
Support "child priority" owners to ensure they have what they need.
Report on progress with transparency.

Make sure your weekly huddle has a Priorities Review section...and the team updates it weekly. By highlighting how the team's work hits company priorities during your huddles, you reinforce that every smart move today leads to a big win tomorrow.

Resources for Your Team:

Align Academy: Align for Leaders
Deep Dive: Key Components of the One Page Strategic Plan

Get Excited!

New Release Coming March 2!

So what's in the release?

Metric Security: Want to add more people to your account but control who sees which numbers? Metric Security gives you confidence to expand access while protecting sensitive data.
Quickbooks Online Integration:After three weeks in Beta and strong feedback from users, we’re turning this on for Basic and Standard packages in this release. Your financial data can now flow directly into Align, keeping your numbers accurate and up to date without manual entry.
Archive a Huddle: If you're transitioning teams, adjusting your meeting rhythm, or starting fresh, you can now archive a Huddle. It stays in your records but disappears from navigation and dropdowns so your workspace stays clean and focused.
Commenting: Need to ask a quick question or recognize a win? You can now comment directly on KPI Cards, Priorities, and Critical Numbers. Keep conversations connected to the work that matters.

We’d love your feedback. Join Ask Align to see these features in action, get your questions answered, and learn how to put them to work with your team.

Hey there,

We talk about four core leader habits that create alignment and help teams scale. This week, we’re focusing on Habit #2: Set Clear Expectations.

Managers set the direction, then remove roadblocks so their teams can do their best work. If people do not clearly understand where they are headed or how success is measured, they cannot consistently deliver the right results.

Clear expectations answer three questions:

What does winning look like?
How are we measuring it?
What should we focus on right now?

Align gives every manager a simple way to reinforce those answers.

1. Clear Critical Numbers
Make the target visible and explain why it matters. When your team understands how improving a number impacts the business, their work gains purpose.

2. Leading Indicators (KPIs)
Define the weekly actions your team can control. These are the behaviors that move the Critical Number and prevent end-of-quarter surprises.

3. Focused Priorities
Write Priorities that connect directly to your Critical Number. Priorities represent the strategic moves that drive the numbers, not just a list of tasks or a number goal. Use the AI Coach to help!

Check out this reminder of the difference between Priorities and KPIs.

These three areas apply to every team in your organization. Your executive leadership team sets company-level direction. Department leaders translate that into team-level numbers and priorities. Frontline managers reinforce the KPIs and priorities that impact clients every day. When every level uses the same structure in Align, expectations stay consistent and execution gets stronger across the board.

If you would like a refresher on setting strong Critical Numbers, KPIs, and Priorities, visit the Align Academy:
https://aligntoday.com/align-academy/welcome/

Smart Moves Today, Big Wins Tomorrow.

Feature Highlight

Numbers API Help

The Numbers API is Align’s way of letting your systems talk to Align’s Metrics.

We know as a smaller business you not have access to dedicated developer resources. If you want to take advantage of the API but don't have the developers to do it, talk to us!

Don't have a Development Team? We do! Talk to us about our Custom Align API Development services.

Hey there,

One of the most effective ways alignment shows up inside Align has nothing to do with planning meetings or dashboards.

It shows up in manager habits.

After quarterly planning is done and priorities are set, alignment is maintained by how often managers talk about those priorities and connect them to the work happening every day. That consistent reinforcement is what keeps goals relevant instead of forgotten.

This is where simple communication rhythms make a real difference.

When managers regularly reference priorities in short, structured conversations, teams stay clear on what matters and how their work contributes to company-wide goals. People don’t need reminders in long meetings. They need them built into how work already happens.

Two habits inside Align support this especially well.

Daily huddles keep priorities visible in ten minutes or less. Over time, team members naturally shift how they talk about their work—from listing tasks to sharing progress tied to priorities. The work doesn’t change, but the focus does. That shared framing keeps goals top of mind and makes alignment part of the day, not a separate meeting.

One-on-ones keep alignment personal. These conversations help managers reconnect individual work to team priorities, surface roadblocks early, and reinforce what success looks like this quarter. When used consistently, people leave knowing exactly what to focus on next and why it matters, empowering them to make better decisions between meetings.

Neither habit requires more effort. They just require consistency.

Over the next few weeks, we’ll be highlighting four leadership practices that support strong execution inside Align:

• Effective communication rhythms (this week)
• Clear expectations and goals
• Connecting company purpose to daily actions
• Coaching for growth

You can explore all four here:
https://aligntoday.com/align-academy/leaders/

We’re starting with communication because it’s the habit that keeps everything else working.

Consistent communication rhythms build confidence. Confident teams make better decisions.

And smart moves today really do lead to big wins tomorrow.

- Align Success Team

Feature Highlight

Numbers API

The Numbers API is Align’s way of letting your systems talk to Align’s Metrics.

You define the key data you want tracked (revenue, leads, hours, etc.)
Your tech team sets up a connection using the API
That data flows into your Metrics, which then powers:
- 📈 KPI Cards
- ✅ Priorities & Critical Numbers
- 🎯 Quarterly & Annual OPSP Targets

No more manual updates. Just always up-to-date performance data.

Don't have a Development Team? We do! Talk to us about our Custom Align API Development services.

Hey there,

Ever been ready to move a priority forward, but you’re waiting on one thing?

Maybe it’s a signature from your boss.
Maybe it’s input someone committed to during the last meeting.
Maybe you already tried a clear Who What When, and everything depends on that last step.

That’s exactly where Stucks come in.

What is a Stuck?
A Stuck is a simple way to signal that progress is blocked by a specific person or action. When you issue a Stuck, it shows up in huddles and as a reminder on the other person’s screen. It’s clear, visible, and hard to ignore.

It’s not about calling someone out.
It’s about keeping momentum.

Why Stucks Matter as You Grow
As companies grow, complexity grows with them. Leaders do a great job setting direction and defining where the team needs to be by the end of the quarter. The real challenge often shows up in the follow-through.

Small delays add up.
Unreturned asks slow teams down.
Cross-functional work stalls when no one wants to be “that person” who follows up.

Stucks give teams a respectful way to remove friction and keep priorities moving forward. Used well, they support Align’s promise of making smart moves today that lead to big wins tomorrow.

Ground Rules for Using Stucks Well
To keep Stucks productive and positive, a few simple rules matter:

1. Use a Stuck after other tools
Was there a Who What When with a clear deadline that passed?
Was it raised in a meeting and still unresolved?
A Stuck is a follow-up tool, not a first step.

2. Respect the Stuck
If someone issues you a Stuck, take it seriously. Everyone is working toward the same goals. Clearing it quickly keeps you from becoming the bottleneck.

3. Bring Stucks into Daily Huddles
Stucks work best when they’re part of your team’s daily rhythm. Use them in Daily Huddles to surface blockers, assign help, and keep accountability visible. Only the person who issued the Stuck can clear it, ensuring ownership and transparency.

One Final Tip
Don’t just turn the feature on and hope for the best. Introduce Stucks intentionally. Set expectations and ground rules so everyone understands how and why to use them.

When teams use Stucks consistently and respectfully, work moves faster, frustration drops, and priorities actually get finished.

Smart moves today really do lead to big wins tomorrow.
— The Align Team

Feature Highlight

PRODUCT RELEASE TONIGHT!

Huddles By Section View: (not available in classic) - Run your huddle by section instead of person. Admin and Huddle Owners can change the view in the huddle settings.

Quickbooks + Metrics native integration (Beta): Bring financial metrics directly into Align with less manual work. Want to be part of the Beta? Sign up here.

Usability Improvements – Faster dropdown search, easier priority edits on the One Page Strategic Plan, and smoother scrolling on advanced priority settings.

What's Up Next? Metric Security Enhancements, Archive Huddles, Commenting and more!

Hey there,

This week, we’re focusing on a simple idea you’ll notice everywhere in Align: almost everything has one owner.

Yes, work gets done by teams. Collaboration matters. But progress happens faster when one person is clearly accountable for guiding the outcome.

Responsibility vs. Accountability
These two words get used interchangeably, but they play very different roles.

Accountability means owning the outcome overall.
That person leads the conversation, understands why the priority matters, removes blockers, supports child priority owners, and reports on progress. They guide the team toward the right impact.

Responsibility means owning your individual work.
It is the true feeling of ownership. One task, one owner. When more than one person owns something, no one truly does.

Align is intentionally built around this distinction.

How Align helps reinforce ownership
Here are a few practical ways to use Align to strengthen responsibility and accountability across your team.

Distribute the work
Each person should enter their own Priorities, Tasks, KPIs, etc.. It’s tempting to have one administrator keep everything “clean” and organized. That may look nice, but it doesn’t create ownership. When people enter their own work, they naturally think through the language, priorities, and connections. That mental processing builds commitment you cannot assign.
Use the daily components
Tools like Who What When, Priority Task Build Out, and Daily Huddles quietly reinforce responsibility. When everyone sees their face next to a due date, ownership becomes personal and visible.
Quick tip: make sure everyone uploads a profile photo. It sounds small, but it makes ownership real.
Turn on Alerts
Alerts keep ownership top of mind. Encourage the team to review their individual settings and enable task alerts, huddle alerts, priority alerts, and the weekly task email. Reminders reduce dropped balls and last-minute surprises.

If you want help setting this up or seeing how other teams are using these tools, join Ask Align. We’ll walk through each of these steps and show how to put them into practice right away.

Smart moves today really do lead to big wins tomorrow.

— Your Align Team

Feature Highlight

In-App Statistics

Wondering how the team is adopting the software or how your changes are affecting culture? Track eNPS Score, eNPS Responses, and 7 Day Login automatically.

Learn more here.

Hey there,

Last week, we talked about why a daily huddle, done right, can be the most impactful 15 minutes of the day.

This week, let’s go deeper into what “right” actually means and how to coach your team to get there.

A strong daily huddle is short, simple, and informative.
It is not a problem-solving meeting. It is about facilitating the flow of relevant information across the team so everyone can make better decisions throughout the day.

Here’s how that shows up for different roles:

As a team member: This is practice in communicating up. You are showing your manager and teammates your impact and learning to think in terms of outcomes, not just activity.
As a huddle participant: You are listening for information that may affect your world. This is Marketing’s dream scenario because they finally hear what’s happening early enough to plan and act.
As a manager: You build confidence that your team not only stays focused on the right priorities but also understands them deeply—why they matter, how they connect to company goals, and what success looks like. This ensures progress is meaningful, not just motion.
As a new hire: This time is gold. You learn who does what, how people think about their work, and how the company actually operates.

So how do you coach the team to get all of these benefits? Beyond last week’s key point of writing updates down instead of just saying them, here are three practical ways to raise the quality of your huddles.

1. Set clear expectations

Keep the huddle focused and simple. Don’t let it try to cover too much.

Two questions are enough:

What did you accomplish yesterday that is relevant to the team or priorities?
What is your top priority today?

That clarity makes it easier for everyone to prepare thoughtful updates.

2. Share clear resources

Give the team shared “rules of the road.” This short overview is a great place to start and helps create consistency across roles.

You’ll also need to reinforce these rules regularly. Not every day, but if the team starts to slip, take a minute to remind everyone why you’re doing this huddle in the first place. Mastering the “quality update” skill takes practice and patience, and those quick reminders help keep the standard high.

3. Coach offline in 1:1s

The real improvement happens outside the huddle. Use your one-on-ones to give specific feedback based on the person’s role.

Coach people on what makes an update helpful. Reinforce that this is not a to-do list or a read-through of calendar appointments. It is a thoughtful update for the team. If someone does not have a clear outcome to share on a given day, encourage them to bring good news or a meaningful insight instead.

The best part of a daily huddle is how it changes the way people think about their work. Early on, updates often sound like task lists. With coaching, practice, and modeling, they evolve into insightful communication that keeps information moving through the company.

When you get the daily huddle right, you will often notice fewer meetings and fewer emails. That’s a smart move today that leads to bigger wins tomorrow.

— The Align Team

Product Updates

Release: Thursday, January 8

In the first release of 2026 we give you:

2 new alerts - Task Creator alert when someone deletes a task they created + Huddle Alert quick add to remind you to update your huddle.
Roll Up Priority Color Option - Choose "Child Color" to let the color of your priority be driven by the Priority's children. If one is not green, the parent will be yellow. If 2 or more are not green, the parent will be red.
Metrics Logs - See when owners or integrations change. Metrics have really gotten a glow-up in the past few sprints, ask about it in Ask Align to learn more.

Have you noticed the load speed?

We spent the last sprint really focused on performance improvements. Last week's release improved load times for metrics, dashboards, huddles and more.

Have product feedback? We'd LOVE to hear your ideas during Ask Align!

Hey there,

We’ve all heard the “no more meetings” mantra. It makes sense—too many meetings waste time. But the Daily Huddle isn’t just another meeting. It’s a habit that SAVES time. It sharpens focus, builds connection, and keeps teams aligned on what really matters.

Turning on your camera for 15 minutes each morning and seeing your team’s faces—especially in a remote or hybrid setup—reminds everyone that you’re in this together. That connection alone is worth the time.

But the real power of the Daily Huddle comes from writing your update.

It’s not a list of tasks. It’s a quick analysis:

What did I accomplish yesterday that affects the rest of the team?
What will I do today to move our priorities forward?

If your update reads like a replay of your calendar, it’s time to adjust your approach. Think strategically:

If you’re in sales and closing a client today, your ops team needs a heads-up to prep for onboarding.
If you’re in marketing, what content is launching that your sales team can mention in their demos?
If you manage a team, when’s your busiest window, and where will you need extra hands?

When your updates answer questions like these, the Daily Huddle becomes more than a routine—it becomes a way of thinking. It helps you move from “busy” to strategic.

Try this week:

If you're not already, DO A DAILY HUDDLE. Try it for a month, see what changes.
Challenge the team to write in their updates before the huddle.
Notice what changes when everyone has taken 5 minutes to think about their update and write it down.
Focus on what your teammates need to know, not just what you’re doing. You’ll see faster collaboration and smarter decisions.

👉 Learn how to run effective Daily Huddles here: Align Academy – Daily Huddles Rules of the Road & Daily Huddles Guide

Next week, we’ll talk about how to coach your team to write stronger updates—so every huddle drives real alignment and progress.

Smart Moves Today, Big Wins Tomorrow.

— The Align Team

2025

Q4 2025 · Oct–Dec · 12 emails

Hey there,

The start of a new year and a new quarter gives you something you don’t get very often—a real fresh start. People are more open to changing how they work right now. That window doesn’t stay open long, so it’s worth using it for a purpose.

If you want to level up execution in Q1, choose one or two new habits to roll out across the business.

1. Take a hard look at goal quality.
Clear priorities drive execution. Vague ones create confusion and rework. This is a good moment to pressure-test Q1 priorities, make sure they are specific, measurable, active, and clearly tied to the strategy, and check to see if it's a true Priority (full quarter) or a Task (2 hrs to 2 days). Remember a Priority is different than a Project.

👉 Challenge every person who owns a Priority to revise that Priority using the AI Coach in Align. Make clarity the standard, not the exception.

2. Raise the bar on updates.
If weekly or daily meetings sound like a list of tasks, you’re missing the insights that actually improve performance. Better updates focus on analysis, clearing obstacles, action plans, and learning—not just activity.

👉 Ask every team to update their Priorities each week by answering three questions in Huddle: Are we making real progress? What’s off-track and what am I going to do about it? What did we learn this week?

3. Be crystal clear on prioritization.
Focus drives execution. When teams try to push five priorities forward at once, nothing really moves. One clear priority creates alignment and better trade-offs.

👉 Require each team to identify a single #1 Priority for Q1 in Align and explicitly describe how it impacts the company’s Critical Number or Company Priority (use the description section on the Priority).

4. Lean into consistent rhythms.

Consistent rhythms prevent the “set it and forget it” trap. When leaders set clear expectations that teams are accountable for Priority progress on a regular cadence, focus stays on the few items that actually move the business forward—not the fires of the week. Done well, these rhythms surface issues early, create space for help, and keep priorities front and center all quarter long.

👉 Lock in two huddles that drive execution momentum. Use a Daily Huddle (15 minutes or less) to surface issues quickly and reduce interruptions and email chaos throughout the day. Use a Weekly Huddle to ensure Priorities and Critical Numbers stay front of mind. These rhythms only work when they’re run the right way—this guide shows how to make them count. Bonus for adding a Monthly KPI review!

Make Smart Moves Today (and in 2026) for Big Wins Tomorrow!

- The Align Technologies Corp Team

PS - Need a little guidance for changing over the period to Q1? Check out the Academy guide here.

Hey there,

This week is a good time to revisit a simple idea that can quietly make or break your quarter: understanding the difference between a Priority and a Task. When teams mix the two, execution slows down and accountability gets muddy. When they’re clear, everyone moves with purpose. Smart moves today create big wins tomorrow. So what’s the difference? A Priority is a strategic commitment for the quarter. It should be SMART or FAST, have a clear outcome, and represent meaningful progress toward your bigger goals. Coach Herb Cogliano does a great job explaining what strong Priorities look like in this short webinar. A true Priority should take the entire quarter to complete because it represents impact, not activity or a single KPI. A Task is a short, tactical milestone.
Tasks help you chip away at a Priority. They’re bite-sized and actionable. If it takes more than two to three hours, it’s probably not a Task yet. Break it down. Why people get tripped up
Some Priorities don’t show measurable progress until the end of the quarter. That’s normal. The trap comes when those “end-loaded” Priorities get ignored for too long. The fix is simple: create weekly Tasks that move the work forward in small, intentional steps. This keeps momentum steady and prevents the last-minute scramble that undermines quality. A few more helpful distinctions

A Priority describes what you’re trying to accomplish and why it matters. A Task describes how you’ll move it forward and who's accountable to do it.
A Priority reflects strategy. A Task reflects execution.
A Priority stays stable for the quarter. Tasks can change as the work evolves.

Use Align to make it easier
If you haven’t tried the Align Priority Coach, now is a great time. It guides you through writing a SMART Priority and—starting Friday—the updated version will one-click create the Priority and Tasks for you. That means your strategic intent and your weekly execution stay connected. Share the public version with teammates or anyone in your network who could benefit: https://aligntoday.com/ai-priority-creation/ If you keep your Priorities strategic and your Tasks tactical, your team stays aligned and your quarter stays on track.

Hey there,

This morning we’re leveling up a bit. You already know that strong execution depends on having a clear plan and making it visible. So what does that really mean?

Critical Numbers show where you’re going.
Company Priorities outline how you’re getting there.
Your One Page Strategic Plan foundation explains why it matters.

Put those pieces together and you get execution gold.

Set up your Company Dashboard so these elements tell a story your team connects with. Our latest release now lets you bring your One Page Strategic Plan foundation onto the dashboard, right alongside your Critical Numbers and Company Priorities. When your team sees the “where,” “how,” and “why” every day, decisions come faster and progress stays intentional.

If you want a quick refresher, the Align Academy has you covered:
One Page Strategic Plan Overview: https://aligntoday.com/align-academy/welcome/
Expert Insights – Larry Clos Session: https://aligntoday.com/align-academy/industry-expert

New Feature Releases

In Your Account right now! A quick "hotspot" tour will walk you through everything when you log in, but here’s what’s available now:
Metrics Page

Bulk select for faster owner or status updates
Ratio Quick Create - Make 15 common stats quickly
Updated Connections Options
eNPS score and Login counts now supported as metric sources

Huddles

Upload documents in Huddles, Tasks, and Priorities (Beta, let us know if you want to participate!)
More details in the Priority section
New Calendar Invite
Individual KPI sections for cleaner personal accountability
Huddle refresh with out the page refresh
Updated sidebar options

Company Dashboard

One Page Strategic Plan foundation elements now visible next to your Critical Numbers and Priorities
New KPI card with Gap and Projection graphs

These updates help you take the work you’ve already done and make it easier for your whole team to stay connected to what matters. Smart moves today set you up for bigger wins tomorrow.

The Align Team

PS - Our offices will be closed on Thursday and Friday this week in recognition of the US Thanksgiving Holiday.

Hey there,

Let’s unpack a question I hear from a lot of leaders and frontline folks: What’s the difference between a KPI and a Priority? It sounds simple, but mixing them up can send teams spinning. Think of this as a friendly tune-up so everyone pulls in the same direction.

So what’s the real difference?

KPIs measure performance.
They tell you how something is doing. They help you spot trends, catch problems early, and stay honest about what’s really happening inside the business. If a KPI moves, you usually ask, “Why?” KPIs support decision making, and they stay consistent quarter to quarter unless something big changes in your business model.
Examples: Customer churn, NPS, SLA response time, units produced per hour.

Priorities drive action.
They describe the work that moves the business forward. A Priority changes the future. It’s a commitment your team makes to improve something, fix something, or build something. Priorities require action, alignment, and ownership.
Examples: Launching a new onboarding workflow, reducing turnaround time, cleaning up a backlog.

When do you use each?

Use KPIs when you want clarity. KPIs keep your team grounded in facts instead of guesses. They tell you if the routine parts of your business run smoothly.

Use Priorities when you want improvement. They give everyone a clear direction for the quarter, and they push the company toward those big, meaningful wins.

Scaling Up describes it this way: KPIs keep the machine running; Priorities upgrade the machine. That framing lines up nicely with how you organize them inside the software.

Best practices that make life easier

Keep KPIs steady. You want to measure trends, not chase shiny objects.

Assign clear owners. Whether it’s a KPI or a Priority, someone should feel responsible for it.

Tie KPIs to your Priorities. If a Priority doesn’t influence at least one KPI, you might be working on the wrong thing.

Keep the list short. Too many KPIs or too many Priorities create noise. A focused list creates momentum.

Review consistently. Use your Daily or Weekly Huddles to surface wins, blockers, and changes. The Align Academy has a helpful section on this here.

How the software helps

If you haven’t set up your KPIs or Priorities for the quarter, jump into your dashboard and give everything a quick refresh. The way the software separates KPIs and Priorities mirrors the way high-performing companies operate. Once they live in the platform, the whole team sees what matters most today and what will move the business tomorrow.

If you want a deeper dive into building solid KPIs and Quarterly Priorities join us for Ask Align!

Q3 2025 · Jul–Sep · 14 emails

Hey there,

You’ve clarified expectations.

You’ve given everyone the tools—clear strategies and connected priorities.

But there’s one more piece that turns a solid plan into real results:
Accountability.

And not the kind that shows up once a quarter when things go off track. We’re talking about the kind that’s consistent, transparent, and part of your culture.

What Actually Drives Accountability?

It’s not fear, and it’s not micromanagement.

People feel accountable when three things are in place:

Clarity – They know what they’re responsible for.
Visibility – They know others can see their progress.
Consistency – They know they’ll talk about it regularly.

Align helps you build all three—week in and week out.

Here’s How You Do It in Align:

📊 1. Clarify ownership with KPIs and Priorities

Whether it’s a number or a project, someone’s face should be on it.
Align makes it clear who owns what—no confusion, no overlap, no hiding.

Each Critical Number or Leading KPI has an owner.
Each Priority is tied to one person.

When ownership is visible, accountability follows.

👀 2. Use status colors to build visibility

Green, Yellow, Red.

Simple—but powerful.

When you check in on progress weekly using these status colors, you create visibility without judgment.

Green: On track
Yellow: Needs attention
Red: Off track

The goal isn’t perfection—it’s progress and problem-solving.

🔁 3. Make Weekly Huddles the heartbeat of accountability

This is where consistency happens.

Every week, you look at the numbers.
Every week, you check in on priorities.
And every week, if something’s off track, the owner shares their plan to fix it.

It’s not about blame. It’s about building a team that supports each other in real-time.

🚫 Common Pitfalls to Avoid

Even with good intentions, accountability can go sideways. Here are a few missteps to watch for:

“Set it and forget it” KPIs:
If you’re not reviewing progress weekly, you’re inviting surprises. Keep your KPIs active in your huddles.
No face on the number:
If no one owns it, no one moves it. Make sure every number or priority has a clear owner.
Treating yellow/red as failure:
Status colors are signals—not judgment. If red means blame, people stop being honest. Focus on plans, not penalties.
Too many priorities per person:
More isn’t better. One or two strong, well-structured priorities will go further than a dozen vague ones.

Align keeps these pitfalls in check by building healthy habits into your weekly rhythm.

When accountability is clear, visible, and consistent, your team doesn’t need to be chased—they’ll show up ready to own their part of the plan.

That’s the final step in a strong execution rhythm.

And when you get it right, you don’t just stay on track. You build a culture of ownership and momentum.

Thanks for sticking with us through this 3-part series!

If you missed the earlier emails (check them out here) or want to share the full approach with your team, you can download the white paper here:
👉 Smart Moves Today, Big Wins Tomorrow

FEATURE RELEASE: Bulk Create

New Metrics: Upload an Excel File to bulk create new metrics. Learn more here.
Historical Updates: Add historical data to metrics by uploading an Excel file.

Come to Ask Align to find out more and ask questions and learn more about what's coming soon!

Hey there,

Last week, we focused on clarifying expectations—making sure every person knows which numbers they’re responsible for this quarter.

But here’s the key to turning those expectations into results:
You have to give people the tools to succeed.

That means giving them more than goals. It means giving them strategy—a clear plan for how they’ll get there.

That’s why Step 2 in building an execution rhythm is:
Give the Team the Tools.
And in Align, those tools are called Priorities.

Tools = Strategy

The real work starts before the quarter begins. Spend 1-2 hours to set yourself up for success (and time saved) throughout the quarter:

Your leadership team aligns on the most important outcomes.
You define the strategies that will drive those outcomes.
You share the plan with your team in an all-hands meeting.
Then each manager has a 1:1 with their team to answer the big question:
“How will you help make this happen?”

Those strategies become the roadmap.
Align makes them visible and trackable.

Priorities in Align: Strategy on Display

Think of your Company Priorities as strategic bets. They should clearly support the numbers you must hit—across revenue, margin, retention, or whatever else matters this quarter.

It’s not just about listing the goal. It’s about showing the how.

Instead of:
“Hit $2M in revenue.”

Try:
“Generate 500 leads from 2 new outbound campaigns to help hit $2M in revenue by Q3.”
With a description: “So that we build pipeline early and reduce end-of-quarter pressure.”

That’s strategy your team can act on.

Align Everyone: Every Person Should See Where They Fit

Expectations aren’t just company-wide—they’re personal.

Every individual in your org owns numbers too. And each of them should be working on at least one Personal Priority that supports the bigger plan.

This is how you create alignment across teams, roles, and departments.
And it’s how people stay connected to the outcome all quarter long.

Keep the Strategy Moving with the Right Type of Priority

Execution slows down when strategy isn’t structured. Here are three ways to build momentum inside a priority—choose the one that fits the work:

1. Milestones
Use these when progress happens in phases. Think: “Design complete,” “Prototype tested,” “Launch delivered.” Use a Task-Driven priority to create the Milestones.

2. Weekly Tasks (Task-Driven Priority)
Use these when you need steady, week-by-week progress. The sweet spot? One task per week—12 tasks per quarter. They keep your team moving consistently.

3. Leading Indicators (Number-DrivenPriority)
Use these when the work is ongoing and performance needs to be tracked in real time. These priorities include a dynamic KPI that should trend upward over the quarter—like “# of demos booked,” “# of qualified leads,” or “Response time under 2 hours.”

Every one of these helps your team stay aligned to the strategy and accountable for moving it forward.

Final Thought:
This step may be the toughest. But it’s the most powerful.

When your team understands the expectations and has the strategy to achieve them, you don’t just get buy-in—you get real, measurable progress.

Align won’t do the thinking for you. But once your plan is set, it keeps everyone aligned, focused, and moving forward.

Next week, we’ll finish this series with Step 3: Hold People Accountable—and how Align helps make that part easy, transparent, and consistent.

FEATURE RELEASE: Bulk Create

New Metrics: Upload an Excel File to bulk create new metrics. Learn more here.
Historical Updates: Add historical data to metrics by uploading an Excel file.

Come to Ask Align to find out more and ask questions and learn more about what's coming soon!

Q2 2025 · Apr–Jun · 12 emails

Hey there,

Let’s start with a truth we all know:

And yet, we all fall into that trap—when goals are fuzzy, communication is spotty, and teams are left guessing.

That’s why the first foundation of effective execution is so important: Clarify Expectations.

Start with the Destination

If your team doesn’t know exactly what “winning” looks like this quarter, how can they hit the mark?

Align helps you set expectations in a way that’s visible, data-driven, and reinforced weekly.

Here’s how:

✅ 1. Use the Company Dashboard to define this quarter’s targets

Your organization should have 3–5 numbers that must be hit this quarter to stay on track for the year. These become your company’s scoreboard.

Make sure those numbers are clearly posted in your Company Dashboard. They’re your team’s north star—and they should never be a mystery.

✅ 2. Use Team Huddles to connect the dots

In your weekly huddles, bring in the data that shows where you stand:

Critical Numbers: These are usually team-level lagging indicators tied to company goals.
Leading Indicators: These show if you're on pace to hit those goals (things like sales calls, submitted proposals, etc.).

Here’s how to set up your KPIs for weekly tracking →

Come to Ask Align if you want hands-on live help!

✅ 3. Set the expectation: If it’s yellow or red, you talk about it

Build this habit across your team:

If your name is on a KPI and it’s not green, come ready to share your plan to fix it.

This creates alignment, ownership, and consistent action—without surprises.

Add an Action Plan section to your huddle and set expectations that it's filled out prior to the meeting for any yellow or red numbers.

Takeaway:
Clear expectations build confident teams. The more visibility and context you give your people, the better they can execute—and the less often you’ll feel that “expectation gap.”

Next week, we’ll break down the second foundation: Give the Team the Tools. Until then, if you want to review all three steps in one place, review last week's email here:
👉 Smart Moves Today, Big Wins Tomorrow

Hey there,

If you’ve ever wondered how Priorities fit alongside Critical Numbers and metrics, here’s the key: metrics show what success looks like. Priorities are how you get there.

Let’s break it down.

Once you’ve defined success for the quarter — “If we’re at X by the end of the quarter, that’s a win” — the next step is building the strategy to reach it. That strategy is your Priority.

Think of Priorities as the big pushes. They take the full quarter to complete and should drive progress toward your Critical Numbers or other key targets. You’ll know a Priority is built well if you can easily tell whether it’s on track.

Here are two proven ways to measure a Priority:

Leading Indicator: Tie it to something that predicts success for one of your Critical Numbers.
13-Week Sprint: Break the Priority into weekly milestones to track steady progress — each week becomes a clear checkpoint.

You don’t have to choose one or the other. In fact, adding a sprint view to any Priority makes it easier to stay aligned and accountable.

Priorities should never be a mystery. If you can’t tell whether it’s working until the quarter ends, it’s not doing its job. The best Priorities are SMART or FAST — but more importantly, they’re visible, trackable, and actionable throughout the quarter.

Need a gut check on yours?

Explore this quick guide to building better Priorities:
👉 What Are Priorities? – Align Academy

Or join us live at Ask Align and bring your questions to our team.

What’s the difference between Metrics, Priorities, Critical Numbers, and KPI Cards?

Each plays a unique role in your plan:

Priorities are the strategic initiatives you’re driving this quarter. They define how you’ll hit your targets and can be tracked with Metrics or weekly sprints.
Critical Numbers are the top 5 numbers to watch. These are your team’s rallying points — clear signals of success that everyone should stay focused on.
Metrics are the data points behind it all. They power your dashboards, connect to integrations, and help you measure progress across the system.
KPI Cards are your visual scoreboards. Build views that combine Metrics, Priorities, and Critical Numbers to keep the right numbers front and center.

Hey there,

Q2 is here. If you want momentum, now's the time to build it.

Here are three small habits that make a big impact:

1. Daily Huddle
Keep it fast (15 minutes or less) and focused. This isn’t a to-do list roll call. Instead, come prepared with an update that pushes your priorities forward and connects to at least one other person in the room. Example: "Bob, I’m talking to the client you closed last week about integrations—they’re going to be a great account." That kind of context drives alignment and action. This is a great "rules of the road" download to share with the team.

2. Short Priority Update
Already running a daily huddle? Add 10 minutes once a week for Company or Parent Priority owners to give a quick update. Reconnect your team to why each priority matters and how it moves the company forward. Just a few minutes goes a long way.

3. Track Leading KPIs
You know your lagging numbers: revenue, profit, new customers. But what daily or weekly actions lead to those results? Identify your leading indicators, tie them to your priorities, and make them visible. Dashboards, 1:1s, team meetings—these numbers belong in all of them.

These are simple habits, but they bring focus, accountability, and real progress.

Need help setting this up? The Align Academy has quick tips for getting started.

Ask Align - New Format - Setup eNPS

We're trying something new in Ask Align 3 times per week!

Focus Topic: First 10 minutes will focus on setting up your eNPS survey and other items in the Culture Tab.
Open Q&A: The remaining time will be spent on open Q&A about any topic, feature, or even your individual account. Think of this as open office hours like your college professor may have had!

Ask Align is the best way to get FREE technical training and Advisory services. We also love hearing product feedback and success stories. Help us help you! Please give us your feedback to make Align Customer Success work for your needs. Email advisor@aligntoday.com or share at Ask Align!

Weekly Tips & Tricks Archive

2026

Q3 2026 · Jul–Sep · 11 emails

▸Tuesday, September 22, 2026Need something good for your next commute?

▸Tuesday, September 15, 2026Running multiple frameworks in your business? See how it works in Align.You may pull from more than one framework.

▸Tuesday, September 1, 2026Better communication happens between meetingsMost business methodologies put communication near the top of the list for a reason.

▸Tuesday, August 25, 2026Did you know? You can build your org chart in Align.A good org chart answers a simple question: Who does what, and how does the team fit together?

Why put your org chart in Align?

A couple of common questions

▸Tuesday, August 18, 2026Are your meetings driving enough action?Meetings can easily get filled with updates, side conversations, and topics that don’t require everyone in the room.

▸Tuesday, August 11, 2026Did you know about all these Align resources?One of the questions we hear most often is, “Where should I go when I need help?” The answer depends on what you’re trying to do.

✨ AI Alex

In-App FAQs

Help Text

Align Academy

Courses

Ask Align

Technical Support

Additional Services

One last thing…

▸Tuesday, August 4, 2026Is Your Priorities Page Organized the Right Way?Take a look at your Priorities page.

Start with the outcome.

Give every Priority one owner.

Follow the roll-up.

▸Tuesday, July 28, 2026What’s the Best Way to Set Up Your Huddle for Optimal Accountability?Creating a culture of accountability starts with visibility.

Every Number Needs a Face

Turn Missed Targets into Issues

End Every Discussion with Who, What, When

One More Tip

▸Tuesday, July 21, 2026Company Dashboard: The One Place Everyone Should StartThe most successful companies don’t constantly create new messages.

▸Tuesday, July 14, 2026To Integrate or Not to Integrate: The Case for BothEvery growing company eventually asks the same question: should the owner type their own numbers in by hand, or should we connect our systems so the data flows in automatically?

The Case for Doing It By Hand

The Case for Letting It Flow

So Which One Is Right for You?

Try It This Week

▸Tuesday, July 7, 2026Metrics - one updatePicture your last team meeting.

Q2 2026 · Apr–Jun · 13 emails

▸Tuesday, June 30, 2026go beyond leadershipNew quarters reset momentum.

Three ways to go deeper (pick one that fits your pace):

▸Tuesday, June 23, 2026Custom Calculation Parent Priority ProgressYou're tracking total revenue for the quarter across three product launches.

▸Tuesday, June 16, 2026Great Planning Days are built the week beforeThe most productive Planning Days share one consistent trait: everyone in the room showed up prepared, and it showed in every conversation.

Pick One Section of Your OPSP and Actually Dig In

Bring Your Annual Initiatives Back to Life

Run a Start, Stop, Keep Before You Plan Anything

What Thirty Minutes of Prep Actually Buys You

5 Questions to pass on to the Team:

▸Tuesday, June 9, 2026Your board slides are already written (almost)If you've been using Align to run huddles, track Priorities, and manage KPIs, you've been building something valuable without realizing it — a ready-made foundation for your next board report.

What it looks like in practice

Want early access?

May Release Overview

▸Tuesday, June 2, 2026Meet Alex — Your AI Advisor Inside AlignYou may have noticed a new face inside Align.

Put Alex to work this week

May Release Overview

▸Tuesday, May 26, 2026Mid-Year Momentum CheckThe first half of the year is almost done.

1. Review the Why Behind Your Priorities

2. Look Across the Team

3. Show Up in Your Huddles

The Bottom Line

May Release Overview

▸Tuesday, May 19, 2026May 2026 ReleaseThe May release just rolled out!

Here's what's new:

Upgrades to current features:

Your data just got smarter: Smart Pulse Report - Call for Beta Users!

▸Tuesday, May 12, 2026Build the Strategy Flow That Actually Works for YouYou know your business.

The Constants

The Variables (Pick What Fits)

New Areas You Can Add to Your Flow

Have you tried it?

Use a Google Add-On to connect your Sheets to Metrics

▸Tuesday, May 5, 2026tasks and strategyWe get this question a lot: “Should I put this in Align or my project management tool?” While you can manage your entire daily to-do list in Align, the platform’s superpower isn't tracking every sub-task—it’s keeping your "North Star" in sight.

How to Build a Strategic Habit

Coming Soon: Strategic Clarity (Minus the Context Switching)

Have you tried it?

Use a Google Add-On to connect your Sheets to Metrics

▸Tuesday, April 28, 2026time on align - where to spend timeQ2 is set.

Have you tried it?

Use a Google Add-On to connect your Sheets to Metrics

▸Tuesday, April 21, 2026AI Advisor + Google Sheets Ad-onTwo weeks ago, we gave you a sneak peek at what was coming.

Action recommended: Turn on the AI checkbox in your huddles — thoughtfully.

New Feature!

Three ways to go deeper
(pick one that fits your pace):