The new quarter is quickly approaching—a clean slate and a fresh opportunity to make real progress on your Annual Goals. The way you start the quarter sets the tone for the months ahead. Here are three ways to ensure a strong start:
Review & Realign – Take a moment to assess where you stand with your Annual Goals. What progress have you made? What needs more attention? Align your quarterly priorities to keep momentum going.
Set Clear Priorities – Break big goals into focused, actionable steps for this quarter. Use Align’s Priorities tool to track progress and stay accountable.
Communicate & Commit – Transparency drives execution. Make sure your team is on the same page by updating huddle KPIs & Critical Numbers so everyone knows what success looks like this quarter. Don't forget to refresh your Company Dashboard too!
If you're on a quarterly timeframe, now is also the time to set up your new period in Align to ensure a seamless transition. A fresh quarter is your chance to build on past wins and adjust where needed. Here’s a quick guide to ensure a smooth period changeover in Align. Let’s make this quarter count!
Focus Topic: First 10 minutes will focus on a topic or question that comes up a lot. We talk to hundreds of clients each month and tend to notice a few trends!
Open Q&A:The remaining time will be spent on open Q&A about any topic, feature, or even your individual account. Think of this as open office hours like your college professor may have had!
Ask Align is the best way to get FREE technical training and Advisory services. We also love hearing product feedback and success stories. Help us help you! Please give us your feedback to make Align Customer Success work for your needs. Email advisor@aligntoday.com or share at Ask Align!
Here’s to smart moves today and big wins tomorrow!
The Align Team
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