Week 2 Training: Clarity, Ownership & Structure
Session 2 — 60 Minutes
Welcome & Progress Check
• Quick recap of your first Executive Leadership Meeting
• What felt smooth? What felt unclear?
• Objectives for today: clarity, ownership, and structure
Basic Administration Settings
• Overview of key admin controls
• Adding and managing users
• Cleaning up access as your team grows
Material Covered: Managing Roles in Performance Scoring + Add & Manage Users in Performance Scoring
Role Permissions – Who Sees What
• Understanding role-based access
• How permissions impact visibility and accountability
• Aligning access with leadership structure
Material Covered: Platform Access & Permissions
Setting Up & Refining the Accountability Chart™
• Purpose of the Accountability Chart™
• Clarifying roles vs. titles
• Assigning true ownership (one owner per seat)
• Ensuring reporting structure is clear
Material Covered: The Accountability Chart™
Strengthening Reporting Structure
• Confirming who reports to whom
• Aligning responsibilities with metrics and projects
• Removing confusion in ownership
Keeping Meetings Focused & Timeboxing
• Protecting agenda flow
• Avoiding rabbit trails
• Using structure to improve confidence and speed
• Preparing for your second Executive Leadership Meeting
By the End of Week 2
You will run your second Executive Leadership Meeting with greater confidence, clearer ownership, and a smoother flow.
Week 2 Training Q&A
Administration & Users
Q: When should we adjust user access?
A: Anytime roles change, new leaders join, or responsibilities shift. Access should reflect current accountability.
Q: Who should have admin access?
A: Typically 1–2 trusted leaders who manage structure and permissions. Too many admins can create confusion.
Q: Can permissions be changed later?
A: Yes. Roles and access can be refined as your team structure evolves.
Role Permissions
Q: Why does role-based access matter?
A: It reinforces accountability. When people see what they own — and don’t see what they don’t — clarity improves.
Q: What happens if someone has too much access?
A: It can blur accountability and create unnecessary noise. Simplicity improves focus.
Accountability Chart™
Q: What’s the difference between a title and a seat?
A: A title describes status. A seat defines responsibilities and ownership.
Q: Can one person sit in multiple seats?
A: Yes, especially in growing companies — but each seat should still have clear, defined responsibilities. Simply edit or add the user you want to have multiple seats and use the field Secondary Role to add all seats the user will fill.
Q: Why is “one owner per seat” important?
A: Shared ownership often leads to unclear accountability. One owner ensures clarity and follow-through.
Reporting Structure
Q: What if reporting lines are unclear?
A: Meetings become slower, decisions stall, and accountability weakens. Clarifying reporting structure improves execution.
Q: Should the Accountability Chart™ match our org chart?
A: It may look similar, but the focus is accountability and function — not hierarchy.
Meetings & Timeboxing
Q: Why is timeboxing important?
A: It builds discipline, increases efficiency, and keeps the team focused on priorities.
Q: What if discussions run long?
A: Capture it as a topic or task and move forward. Structure protects momentum.
Q: What should feel different in our second meeting?
A: Clearer ownership, faster decisions, smoother agenda flow, and stronger accountability.
