Checklist & How-To Videos

Use this checklist to get started in the software. Each item has a "how-to" video!

General

Fill out company profile - Admin Only
Fill out personal profile
Invite team members - Admin Only
Configure your integrations - Slack - Tasks - Salesforce (Admin only)
Check out the Align Academy - resources to support the "why" and more in depth how to trainings

Make your strategy alive in your company

Add in a Company Priority for the current time period and break that into individual priorities
We recommend each person should own no more than 2-3 priorities.
Hint: Use tasks as milestones if you have the priority broken down into smaller time periods
Add in at least one Critical Number (and sync it with an integration if applicable!)
Create 2-3 individual priorities for yourself

Set goals for your company's future to start executing today

Fill out what you already have for the One Page Plan
Add information in the additional Strategy Tools (FACE & PACE) - Admin Only

Hold your team accountable and on track with better communication

Create & start doing your Daily Huddles
At least 1 company wide daily is recommended
Admin users have the ability to create and change huddles.
Create and start doing your Weekly Huddle
Set up 1:1’s as weekly manager meetings with consistent cadence
Add Top Priority to Daily Huddle rhythm
Use Stucks

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

Create eNPS cadence
Recommended 1st or 15th of month, each month
NOTE: eNPS will only go out to those that have accepted invitations for the software
Create a Company Announcement
Create Surveys
Use a survey to review your core values with the team
Review the Reports
What does your team's participation look like? How is each team doing with priorities?

Security
Tags
Teams
Integrations - in Depth - Zapier - Slack - Salesforce
Dig deeper with the Align Academy - The "why" behind what you are working to accomplish. Find resources like the quick start guide for setting up huddles or the measure what matters overview of metrics or addressing your company's pain points.

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