Welcome to Metronome Software, a cloud-based business platform for CEOs, leaders, and coaches.
This platform was built to ensure there is clarity and alignment on your strategic execution plan. It is a cloud based business platform and used by over 20,000 users worldwide.
Whether you are new to the platform or have used it before, this quick-tip checklist allows you to set up your Metronomics Software profile so you are able to navigate with ease with great results.
As a coach, we recommend you set-up your own business on the platform first and use it to execute your own business. This allows you to fully understand the functionality of the platform to ensure success when you begin to add your coaching clients.
Go-to information to manage your coach account and your clients through your coach subscription, coach go-to list here.
Coach Notes: it's a place for coaches to prepare and keep notes about what they have worked on with the companies they coach. Coach Notes are private to the coach only. video link here
An easy place to get started in the software as a new coach is to prepare a OPP Template and Meeting Templates in your own company first, you then can save as Coach Templates to share across all the companies that you coach. Set-up your “Coach” templates before adding clients to ensure your clients are using the format you prefer.
- OPP Template: Metronome has several One Page Plan templates available. As a coach you are able to make changes to the OPP and save as your own template to share with the companies you work with. video link here
- Meeting Templates: As a coach you are able to set up meeting templates. We recommend to use one of the existing global templates as a framework, then customize the meeting agenda to suit a format you prefer. video link here
BELOW ARE STEPS IN ADDING A NEW COMPANY
1. ADD COMPANY
By setting up your client from your My Companies page, you will be granted access to their account so you are able to log-in at any time and get a view of where they stand on their goals. If your client is already a user on the platform, ask them to add you as a coach on the Team Members page so you will have access to their account. Once they do this, you will see them on your My Companies page. video link here or see step by step here
2. COMPANY SETTINGS
Once you add a new company, it's recommended to initially start the new company with the following modules turned off - Rolling Metrics, KFFM, Swimlanes, Action Items and Reviews. The modules can be turned back on at a later date when team members are ready to use. video link here or see step by step here
3. ADD TEAM MEMBERS
When setting up the company in Metronome software, you can add the team members however you do not need to invite them to log-in at this time. You can add them (and not yet send the invite to log-in), this will give you a chance to complete the company set-up. When you add the team members you will want to set them up with the appropriate permission levels. You may want the company to add the team members, you will need to enter at least one Team Member with Admin or Assistant permission level to access. video link here
How to add team members step by step here. For setting Permission levels step by step here.
4. KICK OFF MEETING
Create your Kick-Off Meeting easily using the Kick-Off Template to start, then customize the meeting to suit your coaching style. video link here
5. MEETINGS
It’s important to get meetings set up – this is where communication lies and where the company’s accountability piece begins. You may set up your Kick-Off, Quarterlies, etc. and get all your prep work done in Metronomics Software. video link here or see step by step here
6. ANNUAL PRIORITIES
Annual company goals can be associated with differentiators and you can see the quarterly priorities that are associated to help see how you are reaching your goals. Get started on Annual Priorities. video link here or see step by step here
7. COMPANY QUARTERLY PRIORITIES
Add the company quarterly priorities. If you do not have them set yet, not a problem, move on to the next step and come back when you are ready to add them in. video link here or see step by step here
8. COMPANY METRICS
While you may not have all your company metrics defined, if there’s even one number that your company is tracking, and you look at it daily (or weekly) let’s get it in so that we can bring it into your meetings. Metrics video link here or see step by step here and for cascading metrics step by step here
9. DAILY DASHBOARD
The Daily Dashboard is where you will do all your daily updates. Working from here will make it easy for you to stay up to date and share where you are with your team. video link here or see step by step here
10. TEAM VIEW & SCORECARDS
Setting up the Team View and Scorecards is an important step in assigning functions which help to create accountability amongst the team. From the Team View you may select the overlay you’d like to get a quick snapshot of where the whole team is with their goals, and where you may need to focus your attention at the next meeting. Team View video link here or see step by step here and for Scorecards video link here
11. ACTION ITEMS
Action Items are the 'Who, What, When' out of your meetings – this page can be used to search from meetings and priorities that you have access to. video link here or see step by step here
12. KFFM
The KFFM allows you to map the Key Functions in the company. video link here or see step by step here
13. WAR ROOM
The War Room is a centralized space where you can visually communicate the strategic plan. It is a great place to store the images (Mural, or flip charts) from your sessions so they can be referred back to. video link here or see step by step here
14. SWIMLANES
Swimlanes supports the visualization and operationalization of the 3 year highly achievable goal (3HAG). video link here or see step by step here
15. ROLLING METRICS
Visualize your metrics with a year to date view. video link here or see step by step here
16. SUMMARY EMAIL
A Summary Email is a great way for the CEO to get out a weekly email to the team (or board) with the status of your company goals. video link here or see step by step here
ADDITONAL INFORMATION FOR METRICS AND PRIORITIES USING TAGS AND PRIVACY SETTINGS
- TAGS
Tags can help you to drill down on the metrics and priorities you are looking at - this is most helpful in meetings. video link here or see step by step here
Tags can also be used in the One Page Plan when creating company divisions. video link here or see step by step here
- PRIVACY SETTINGS
Privacy Settings can be used to limit which team members can see which metrics and priorities. video link here or see step by step here