Rolling out Performance Scoring shouldn’t feel overwhelming. Our goal is simple: help your leadership team learn the platform while actively using it in real meetings.
Over four weeks, we guide you step-by-step so that by the end, your team is confidently running structured Executive Leadership Meetings and using the platform independently.
You won’t just “learn features.”
You’ll build rhythm.
Tip: Prior to your first Session, our team encourages you to read through our Admin 3-Step Setup Guide.
Week 1: Getting Comfortable & Running Your First Meeting
Session 1 (60–90 Minutes)
We start with the essentials and keep it practical.
What we’ll cover:
- How to navigate the platform
- Understanding the dashboard
- Setting up users and roles (seats)
- Adding a few key metrics
- Creating simple tasks and projects
- Preparing for your Executive Leadership Meeting
We’ll introduce the meeting flow (Segue, Scorecard, Projects, Tasks, etc.) so your team understands how everything connects.
By the end of Week 1:
You’ll run your first Executive Leadership Meeting with our team supporting you live.
Material to be covered: Create and Manage Tasks, Managing Objectives, Executive Leadership Meeting Agenda, How to Run an Executive Leadership Meeting, How to Manage Scorecards in Meetings
Week 2: Strengthening Structure & Accountability
Session 2 (60 Minutes)
Now that your meetings have started, we tighten up clarity and ownership.
What we’ll cover:
- Basic administration settings
- Role permissions (who sees what)
- Setting up and refining the Accountability Chart™
- Making sure reporting structure is clear
- Keeping meetings focused and time-boxed
By the end of Week 2:
You’ll run your second Executive Leadership Meeting with more confidence and smoother flow.
Material to be covered: Managing Roles, Role Access and Permissions, Add and Manage Users, How to Add and Manage Objectives, The Accountability Chart
Week 3: Deepening Performance & Alignment
Session 3 (60 Minutes)
This week is about sharpening your performance tools.
What we’ll cover:
- Organizing metric categories
- Improving your Scorecard
- Overview of performance reviews
- Managing your Business Plan
- Vendor (virtual user) setup
- Optional tools like OpenAI integration
We’ll also reinforce how to surface and solve issues effectively in meetings.
By the end of Week 3:
Your third Executive Leadership Meeting is run with minimal to no guidance from us.
Material to be covered: Business Plan Overview, Update Your Business Plan, Conduct a Performance Review, Using OpenAI & AI Assistant, Integrating Asana
Week 4: Confidence & Independence
Session 4, optional (30-60 Minutes)
This week is about making sure everything feels natural.
We’ll:
- Fine-tune dashboards
- Answer any outstanding questions
- Review meeting cadence best practices
- Reinforce accountability habits
- Make sure your team feels fully comfortable
- Explore additional features of the platform
By the end of Week 4:
You’ll run your fourth Executive Leadership Meeting independently — with your leadership team aligned and operating inside the platform.
What This Roadmap Really Does
Instead of overwhelming your team with features, we:
- Teach in manageable steps
- Apply learning immediately
- Build habits through real meetings
- Keep things practical and focused
- Make sure nothing feels rushed
By the end of the four weeks, Performance Scoring won’t feel like “new software.”
It will feel like the way your leadership team operates.
