Getting Started Guide for New Team Members joining a Company.

This guide is aimed at helping new Team Members that have been added to a company in Metronome learn the core areas of the Software.

Step 1: Video Walkthrough

First, we suggest watching this full pre-recorded overview of Metronome Software.

 

Step 1: Profile Set Up

Step 2: Learn the Core Areas

  • Every Team Member that starts in the software should have a thorough understanding of the Daily Dashboard and the Execute Modules. We suggest reviewing each of the following modules, starting with the video walkthroughs:

Step 3: Metrics 

Metrics are vital to the success of your Daily huddles and Weekly meetings. If you are accountable to a Metric within your organization, you will need to know how to Create, Edit, and Manage your numbers.

  1. Step 1: Watch the instructional video here.
  2. Step 2: Learn about the 3 Types of Metrics
  3. Step 3: Learn How to Create a Metric

Step 4: Quarterly Priorities

Quarterly Priorities are the cornerstone of the execution plans set within your team. In Metronome, you can set clear, actionable goals that contribute to the overall strategy of the business. For details on how to set highly achievable goals and provide clarity for the rest of your team:

  1. Step 1: Watch the instructional video here.
  2. Step 2: Learn how to Create a Quarterly Priority.

Step 5: Meetings

This is where you build team cohesion, communicate and keep aligned to the strategic plan.

  1. Step 1: Watch the instructional video here.
  2. Step 2: Learn how to Find My Meetings
  3. Step 3: Learn how to add Meetings to your Calendar

Step 6: Daily Dashboard

First, learn how to use your Daily Dashboard. This 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.

  1. Step 1: Watch the instructional video here.
  2. Step 2: Learn How to Prepare for Meetings from the Daily Dashboard

 

Once you have mastered these core areas, use this Help Center to review the other modules within the Software. Lastly, be sure to check out our Helpful Tips Articles here.