Strategic Planning tools to establish the right Objectives.
Defining impactful OKRs begins with a clearly articulated, well-communicated strategic vision. Align gives you tools and a repeatable, step-by-step process to develop a long-term plan first, to make sure you’re executing on the right things.
Align’s features complement and strengthen your OKR execution.
Set Company OKRs and cascade the work needed to achieve them to your teams and individual employees so they know what they can do to drive the business forward. Goals can be also be developed with a bottom-up or lateral approach.
Eliminate the silos that create delays from interdepartmental dependencies. Align’s OKR Management tracks progress on goals across the company and visualizes progress in a color-coded dashboard so that everyone can see what’s on track and where they can pitch in to ensure goals are met.
Team member can schedule automated notifications that drive action to make sure everyone stays on track.
While executing against impactful OKRs, it’s also important to have a holistic view of your business’ health. Use Align’s dashboards to track “always on” leading indicator metrics to ensure day-to-day operations are strong, and that your OKRs are driving the bottom-line impact you’re targeting.
Keep track of company announcements, roadblocks, and check-in summaries, all in one place.
Complicated strategic plans on unwieldy documents often get set aside and forgotten.
Align’s strategy tools simplify planning into one living document that is available every day to everyone. When your team knows the vision and where the company is headed, they are empowered to make more informed decisions about what OKRs to focus on, and they are happier in their jobs.
Carry your plan over to each new time period and build your long-term strategy and vision over time while also creating high-impact goals for your team that help you scale today.
OKR execution is more successful in a culture of rapid, transparent and continuous communication across your teams.
Align’s Weekly Huddles give managers and their direct reports the tools they need to implement continuous performance management.
Quickly roll-out structured weekly 1:1 reviews around transparent metrics to stay in the loop on progress and roadblocks. Free up time from micro-managing and chasing down updates and lessen the interruptions caused by long email chains.
Get personalized dashboards of important customizable metrics you choose fed by real-time updates to know where performance metrics stand at all times.
Give every manager easy visibility to track progress on individual goals for each of their direct reports.
Provide a place for your managers and their direct reports to easily and quickly create updates and action items on weekly progress.
Use the parking lot to record ideas for future projects or improvements.
Create a structure around and portal for consistent critical communication so that everyone stays on the same page.
Align’s Daily Huddle tool features create a daily communication framework to use throughout the company. In just a few minutes a day, each employee creates a short update for everyone else about:
What they are working on toward goals.
Information they have that impacts other team members.
Any roadblocks they have discovered that might keep the company from meeting a goal.
Announcements to celebrate smaller wins and successes so everyone knows the progress happening around the company.

People think of scaling up as growing financially, but I felt it was about growing culturally. And, I thought if we could improve the culture of transparency and accountability within our organization — and better align our team members’ tasks to our organizational goals — then that would have financial benefits, too. It’s possible we could achieve these on our own, but how many setbacks would it take? Working with Align has been a much shorter path to success. In the quarter before we began using Align, the company would maybe address, define and accomplish one or two meaningful priorities. But this past quarter it’s been closer to 30. Using Align in this way — as a strategic management tool has been invaluable.”
Ben Gootee, CEO – Gootee Construction


“In my two decades with Sportsafe, we never had a year in which we didn’t grow, and we never had a year in which we didn’t make a profit. But eventually, that growth got to be too much. We were just growing too quickly, and we couldn’t cope with it. We needed to change.
Our senior management team created a One Page Plan outlining the direction and big priorities of Sportsafe in a single, succinct document. Now every employee — whether they were a manager, an engineer, an accountant or a secretary — could see how their individual roles and tasks fit into the company’s long-term plan. It was incredible. We had 110 people pulling in the same direction. Each employee was able to see how their tasks for the day would advance the priorities in our One Page Plan. They said they felt like their work mattered — because it did!
It wasn’t until our last three years before I sold the company where we really started to take-off. And I don’t think that would have been possible without Align”