Critical Numbers, Priorities, and your plan’s foundation—now all visible in one place.
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Weekly Tips & Tricks

Hey there,

 

This morning we’re leveling up a bit. You already know that strong execution depends on having a clear plan and making it visible. So what does that really mean?

 

Critical Numbers show where you’re going.
Company Priorities outline how you’re getting there.
Your One Page Strategic Plan foundation explains why it matters.

 

Put those pieces together and you get execution gold.

 

Set up your Company Dashboard so these elements tell a story your team connects with. Our latest release now lets you bring your One Page Strategic Plan foundation onto the dashboard, right alongside your Critical Numbers and Company Priorities. When your team sees the “where,” “how,” and “why” every day, decisions come faster and progress stays intentional.

 

If you want a quick refresher, the Align Academy has you covered:
One Page Strategic Plan Overview: https://aligntoday.com/align-academy/welcome/
Expert Insights – Larry Clos Session: https://aligntoday.com/align-academy/industry-expert

 

 

New Feature Releases

In Your Account right now!
A quick "hotspot" tour will walk you through everything when you log in, but here’s what’s available now:
Metrics Page
  • Bulk select for faster owner or status updates
  • Ratio Quick Create - Make 15 common stats quickly
  • Updated Connections Options
  • eNPS score and Login counts now supported as metric sources
Huddles
  • Upload documents in Huddles, Tasks, and Priorities (Beta, let us know if you want to participate!)
  • More details in the Priority section
  • New Calendar Invite
  • Individual KPI sections for cleaner personal accountability
  • Huddle refresh with out the page refresh
  • Updated sidebar options
Company Dashboard
  • One Page Strategic Plan foundation elements now visible next to your Critical Numbers and Priorities
  • New KPI card with Gap and Projection graphs
These updates help you take the work you’ve already done and make it easier for your whole team to stay connected to what matters. Smart moves today set you up for bigger wins tomorrow.

Ask the Expert - Special Session TODAY!

Join current users and leaders as they answer questions and share tips and tricks for what made them successfully accomplish their goals and drive their company to success using the platform. 

Larry Closs

Larry is a proven leader and coach in the construction industry that has founded and scaled multiple companies including MaxHome (read the success story). 

Tuesday, November 25 @ 1:00 PM CST
Add to your Outlook or Apple Calendar(.ics download) OR Add to Google Calendar

 

Are you an Expert?  Email us back to talk more about being an Ask the Expert host!

Ask Align Topic: Product Release

Tuesdays @ 4:30 PM CST, Wednesdays @ 10 AM CST
Focus Topic: We'll walk through Align and answer any questions you have. Check out the guide! Talk through the best practices and what works for your specific company ...or ask questions about what you already have. 

  • Open Q&A: The remaining time will be spent on open Q&A about any topic, feature, or even your individual account.  

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!

The Align Team

PS - Our offices will be closed on Thursday and Friday this week in recognition of the US Thanksgiving Holiday. 

Construction & Manufacturing - ask an expert
Ask Align - 10.24 Updated

Do you find this newsletter helpful? Are there any topics you want us to cover? Reply with your feedback! 

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