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Session Descriptions

Each session listed below will be 50 minutes of discussion and learning. Sessions can be individual or with a small group of up to 10 users.

Align Reset

Usage Assessment: Get the maximum value out of your subscription. Walk through your account then discuss best practices and your company’s specific implementation. Identify current habits to keep, wish list habits to create, and items to stop (Start, Stop, Keep exercise).

Learn Align A-Z: A guided tour through of three main parts of Align: strategy, execution, communication

Diagnose: Identify the actions that will make the biggest impact on your company right now using the Alignment checklist.


New Quarter Prep: 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.

Right people, Right Seats: When you grow fast, you do what is needed now, versus what is best for the future. Complete both the FACE and PACE for your company, to pinpoint where you may be missing out on the most effective way to use your most important resource, your people.


Manage your team in Align: Hold you and your team accountable with team features. Learn to cascade goals throughout your organization and conduct meetings to delegate action items and move team priorities forward.

Finding your communication rhythm: Determine the best huddle rhythm for your company, create a plan to roll it out, and refine the content that should be entered into huddles.

Holding your team accountable on a weekly basis: Review the 3 types of weekly huddles, how to tag them, and weekly huddle best practices.

Master Daily Huddles: Show us your huddle. Your Advisor will attend a daily huddle of your choosing and provide feedback. A “good” huddle doesn’t typically happen automatically, your Advisor will guide you and your team to master the daily huddle.


Track Metrics: Identify where you should track different types of metrics in Align: why, how, what, results.

Growth Actions 1-5 years: Cascade key growth actions your company can take starting now through the next five years. Turn 3-5 year target into 3-5 year key thrusts and capabilities into 1 year key initiatives into quarterly company priorities

Focus: Move your organization in one direction by Identifying the #1 priority, translate to critical number and to a weekly huddle.

Cascade: Start with your company priorities and break them down to teams and individuals.

How to create effective priorities: What is a SMART priority, how to create them?