Thinking about rolling out Align but feeling like it’s just too much to tackle right now? You’re not alone. Leaders often hesitate, telling themselves, “I’ll do this next quarter.” The reality? There’s no perfect time, but the good news is you don’t have to roll out every feature at once.
The best practice is to start with your leadership team and keep it simple. When you start small and focus on building habits, you create a ripple effect that drives culture, accountability, and buy-in across your organization. As Business Coach Herb Cogliano says, “Transformation starts at the top—leaders model the behavior that creates lasting change.”
Why Start with Your Leadership Team?
Rolling out Align isn’t about flipping a switch. It’s about changing how your organization operates—and change works best when it starts with the leaders. Your leadership team sets the tone for adoption, showing your company how Align fits into the daily rhythm of work.
Benefits of a Leadership-First Rollout
- Stronger Buy-In: Leaders who use Align consistently show their teams its value, reducing resistance down the line.
- Cultural Alignment: Starting small helps Align become part of your company’s DNA, not just another tool.
- Reduced Overwhelm: A gradual rollout gives everyone time to get comfortable before adding more complexity.
As Verne Harnish reminds us, “Rhythm in leadership drives rhythm in the organization.” By starting with Align in your leadership meetings, you create a foundation for success.
Start Simple: Use Align in Your Weekly Leadership Meetings
You don’t need to overhaul everything overnight. Begin by using Align for something you already do—your weekly leadership meeting. Instead of juggling spreadsheets or to-do lists, run the meeting in Align. Focus on just three features:
- The Agenda: Use Align’s structured agenda to keep the meeting focused and productive.
- Text Fields: Capture key updates in real-time.
- Who, What, When: Assign clear action items to ensure accountability.
That’s it. No KPIs, no dashboards—just the basics. Resist the temptation to dive into every feature. Starting small lets your team build confidence without feeling overwhelmed.
Add More as You’re Ready
Once your leadership team has mastered Align for meetings, you can expand. Add KPIs to track performance, set up Critical Numbers, or use Align’s tools for strategic planning. The beauty of starting small is that you build momentum, and every step forward feels easier.
Why Now?
The longer you wait, the harder it becomes to find the “right time.” Starting small today ensures you’re creating better habits and building alignment across your organization. As your team sees the results—clearer priorities, better accountability, and more productive meetings—they’ll be eager to adopt Align more fully.
Don’t let perfection be the enemy of progress. Start small, start now, and let Align help your team do more of what matters most.
Ready to Roll Out Align?
Log in and set up your first leadership meeting in Align today. Start small, lead big, and watch the results compound.
