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4-Week Performance Scoring Client Training Roadmap
A simple 4-week roadmap to onboard your team into Performance Scoring with three guided training sessions and weekly Executive Leadership Meetings that build real momentum.
Welcome to Performance Scoring
New here? This quick intro explains who Performance Scoring is, what our meeting-first platform does, and how it helps teams stay aligned and execute consistently.
Knowledge Base Express: Navigate Your Executive Leadership Meeting
A simple, time-boxed guide to running an executive leadership meeting—from Segue to Scorecard, Projects, Tasks, Headlines, Q&A, and a strong Wrap-Up.
Knowledge Base Express: Basic User Setup
This guide helps basic users get started in Performance Scoring by explaining dashboard navigation, tasks, meetings, projects, and accountability tools.
Knowledge Base Express: 3-Step Setup for Admin and Leadership
This guide walks administrators through the 3-step setup process in Performance Scoring, covering navigation, organization setup, users, roles, teams, and permissions for a successful rollout.
Knowledge Base Express: Platform Access and Permissions
Platform access and permissions in Performance Scoring control what users can see and manage. Learn how to view, edit, and assign role permissions effectively.
Knowledge Base Express: Create/Manage Tasks
Tasks in Performance Scoring turn meetings, goals, and priorities into clear, owned actions. Learn how to create, manage, and track tasks for better execution and accountability.
Knowledge Base Express: The Accountability Chart
The Accountability Chart in Performance Scoring defines roles, responsibilities, and reporting structure so teams clearly see who owns what — improving alignment and execution.
Knowledge Base Express: Your Business Plan
Learn how the Business Plan in Performance Scoring organizes vision, execution, and SWOT analysis to turn long-term strategy into clear, actionable priorities.
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