Use Align’s pre-planning tools and surveys to gather insights, set priorities, and start next quarter with clarity.
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Weekly Tips & Tricks

Hey Mal,

 

Q4 is almost here, and a little preparation today can set your team up for a strong finish. Align makes it easy to get everyone ready and focused.


Here are two quick moves you can take now in Align:

 

1. Start with a Quarterly Pre-Planning Review
Before you dive into new Rocks, take a step back. Use the Quarterly Pre-Planning process inspired by coach Herb Cogliano to review what’s worked, what hasn’t, and where the business needs to go next. This gives your leadership team a clear lens before setting priorities.

 

2. Use Surveys to Gather Team Input
Fresh insight leads to better planning. In Align, you can:

  • Run the Rock Habits Survey to assess how your team is living the core habits.

  • Create your own custom survey in Align to get feedback on specific priorities, challenges, or ideas.

Collecting this input before your strategic planning session ensures the conversation reflects real opportunities and roadblocks, not just leadership’s perspective.

 

Getting ready for Q4 doesn’t need to be complicated. A few smart moves today inside Align give you the clarity and alignment your team needs to hit the ground running next quarter.

Ask Align Topic: Q4 Transition

  • Focus Topic: How do you transition the software to next quarter?  We'll walk through it 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 - We added a Weekly Tips and Tricks history page - check out past emails!

NOLA Meetup
Ask Align - 10.24 Updated

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