Choose a course!
Choose a pre-set template (descriptions below).
New Quarter Setup – Priority Focus
You're ready to get started with the next quarter, use our Advisors to facilitate the discussion and keep you on track. By the end of the 4th session your account will be setup for success in the next quarter!
Session 1 – Pre-Strategy Session Planning
Review your current quarter priorities and the OPSP, then identify next quarter's objectives to make sure your annual targets are met. By the end of the meeting you will have identified your next quarter initiatives to bring with you to your Strategic Planning session.
Session 2 – Get it in Align
Now that your planning session is complete, it's time to get Align set up. In this session you will copy over the last quarter, update this quarter's OPSP, create at least 1 of your company priorities and make it SMART.
Session 3 – Focus on #1 priority
Find company focus around 1 main goal, cascade that #1 Company Priority down to individual priorities, create a weekly huddle team, make leading indicators into Critical Numbers, and create tags.
Session 4 – Cascading
Understand the value of cascading goals throughout the entire organization – cascade the remaining priorities through to the rest of the team and create focus. By the end of this session you will reinforce "why" you are using Align and create your messaging to roll out to the team.
Jump Start Restart – Get back on track to execute!
Get your company back in gear. By the end of the course you will renew your mission to execute your strategic plan. Pre-work: each member of the leadership team will complete the Alignment checklist survey given to you by your advisor.
Session 1 – Reset and Recharge
Remind yourself why you started using the software in the first place and how it's going to help. Make a plan for execution based on the results from the pre-work survey.
Session 2 – Strategy & Key Initiatives
Break a number based target down to a key initiative and fill out the three year, one year, and quarterly sections.
Session 3 – Execution with SMART priorities
Take the Quarterly section of the OPSP and create 1 company priority, then make it SMART. By the end of the session, each participant will know how to create SMART priorities.
Session 4 – Finding your communication rhythm
Determine the best huddle rhythm for your company and understand how to roll it out and what content should be entered into huddles.
Manager Course
How can you set up your managers for success? Give them the tools to reinforce good habits. This course is perfect for new managers or experienced managers who want to know how the software can help!
Session 1 – Measure
How do you know if you are being successful if you don't measure it? Learn how to use Align to cascade and track metrics on a team level, choose the right KPIs, and set up team-level critical numbers.
Session 2 – Communicate
Learn how to set up huddles for daily and weekly communication, tag huddles to bring in the right priorities, and get valuable resources for rolling out huddles to your team.
Session 3 – Individual Attention
Set up a 1:1 huddle, determine the proper structure and agenda, and identify the reporting to help you as the manager ask the right questions.
Session 4 – Insights and Reporting
Focus on reporting and insights with people and teams, plus a final Q&A to learn from your advisor's years of experience.
Bonus Session – Teams, Tags and Privacy
How do you use the teams, tags, and privacy functions to help Align work better for your entire team?