This onboarding guide will ensure every member of your team receives a clear and consistent experience when getting started on Metronome Software.
Step 1: Team Preparations
Add New Team Members:
1. Add the new team members into the software and ensure they are enabled. Do not send them an invitation yet.
2. Add permission level using this guideline.
3. Add the new team members to the necessary meetings, particularly the Daily Huddle.
4. Assign the new team members to their respective functions in the Team View. This will need to be done by an Assistant or Admin permission level in the software. In some examples, copying an existing function makes sense.Step 2: Review and Cleanup
Review Metrics and Meetings:
As you prepare for the new team members in the software, we suggest completing a review of the current metrics and meetings. A few helpful tips that can help guide you:
1. Stop tracking any metrics that are no longer relevant or will not be owned by any of the new team members.
2. End and archive any recurring meetings that are no longer needed and will not be used by incoming team members.
Step 3: Sending Invitations and Calendar Invites
Invite Team Members & Send Calendar Invites:
1. Send an invite to the new team members to log in to the software.
Step 4: Introduction and Preparation
Provide the Getting Started Checklist:
1. Share the "New Team Member – Getting Started Checklist" with your new team members. This checklist includes a pre-recorded demo video for an introduction to the software, as well as guided steps to learn the core areas of the Software.
Step 5: Meeting Preparation
Prepare for their Meetings:
1. Ensure that the new team members come prepared before their first meeting to start creating the right set of accountable habits.
Step 6: Metrics Setup
Create and Link Metrics:
1. Ensure new team members have clarity on whether they will be setting up a new Metric, or whether they will be assigned an existing Metric.
2. If they are owning an existing Metric, ensure these are linked to their scorecard to help kick start their momentum in the software.
This guide is designed to facilitate the smooth onboarding of one team member or multiple team members at one time, ensuring they are fully integrated and productive within Metronome Software. If you have any questions or need further assistance, please reach out to our Member Success team at support@metronomegrowthsystems.com