Setting up a New Company
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      1. Metronome Software Help Section
      2. Setting up a New Company

      Getting Started Guide for creating a New Company.

      Welcome to Metronome Software!

      Metronome is the leading cloud-based business platform designed for CEOs, leaders, and business coaches. This guide will walk you through setting up a new company, so you can hit the ground running with your team!

       

      Step 1: Set Up Your Account Preferences

      • Your Account Page is your first stop where you can personalize your company experience. Set your email preferences, change/update your passwords, upload your profile image, and enable Two-Factor Authentication (2FA). [Watch the video here].

      Step 2: Configure Your Company Settings

      • As an Admin, you can add your company logo and customize the modules on the left-hand menu for your team. We recommend starting with these modules turned off: Rolling Metrics, KFFM, Swimlanes, Action Items, and Reviews. You can enable them later when your team is ready! [Watch the video here].

      Step 3: Set Up Team View & Scorecards

      • Setting up Team View is vitally important. It provides you with clarity over your organizational chart and helps to build accountability within your team. You don't have to build out your whole company here, you can get started with just the Senior Leadership Team. [Team View here]
      • Anytime you add a function in your Team View, it will automatically create a Scorecard for that function. After setting up the Team View, head over to your Scorecards where you can define what that function is accountable to. [Scorecards here] 

      Step 4: Create Your Company Metrics

      • Even if you have just one metric, let’s get it in! By setting your target for the quarter, Metronome will automatically calculate the pace you need to be hitting. [Watch the video here].

      Step 5: Define Your Annual Priorities

      • Input the Annual Priorities for your company! These are the priorities that will guide all the actions you take in your current or future fiscal year. [Watch the video here].

      Step 6: Establish Your Company Quarterly Priorities

      • Add your quarterly priorities and use Metronome to facilitate mapping out every week of the quarter so you can clearly track your progress. You can also link these to your annual priorities to communicate how your quarter ties into your overall annual goals. [Watch the video here].

      Step 7: Schedule Your Meetings

      • Meetings are core to your success within Metronome. They drive clearer accountability and more effective communication across your Team. You can either use templates that have been designed by our very own Metronomics Coaches, or set them up from scratch. [Watch the video here].

      Step 8: Utilize the Daily Dashboard

      • Now that you've set up meetings, priorities, and metrics, the Daily Dashboard is your go-to for seeing company performance at a high level. From this page, you can quickly prepare for meetings and update the priorities and metrics you are accountable to. [Watch the video here].

      Step 9: Create Your One Page Plan

      • Build your One Page Plan, beginning with your Core Purpose, Company Values, 10–30-year goal, and Core Competencies. [Watch the video here].

      If you aren't sure about what to write here, don't worry! You can explore all of this using the tools and resources designed by Metronomics: here.

      Step 10: Add Team Members

      Feeling lonely? Let's fix that! Metronome is designed for teams. Invite your team and assign them to the necessary functions with appropriate permission levels. [Watch the video here].

      *Note: The onboarding flow is designed to have your company set up before your Team Members are added, however you can add your Team Members at any time. If you've already added them to the Software, that's ok!

      Step 11: Manage Action Items

      • Track who is doing what and when using Action Items from your meetings and priorities. [Watch the video here].

      Step 12: Conduct Reviews

      Step 13: Monitor Rolling Metrics

      • Forecast your Metrics for multiple quarters ahead so you can visualize all of your forecasted numbers. [Watch the video here].

      Step 14: Explore KFFM

      • Identify key functions that drive revenue and optimize them for efficiency. [Watch the video here].

      Step 15: Utilize Swim Lanes

      Step 16: Set Up Your War Room

      • Create a centralized space for visual communication of your strategic plan. [Watch the video here].

      Step 17: Send a Summary Email

      • Keep your team (or board) updated with a weekly email summarizing the status of your company goals. [Watch the video here].

      Helpful Tips: Tags, Advanced Search, and Privacy Settings

      • Tags: Drill down on specific metrics and priorities, especially useful in meetings or when creating divisions in the One Page Plan. [Watch the video here].
      • Advanced Search: Easily search Quarterly Priorities and Metrics with the Advanced Search function. [See steps here].
      • Privacy Settings: Control which team members can view specific metrics and priorities. [Watch the video here].

      Don't forget to check out our Helpful Tips Articles [here]!