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Your First 30 Minutes

This is a suggested starting checklist for a new company. Thirty minutes is a learning target, not a setup or business-process guarantee. Before changing an established company's data, agree with your administrator which records to use.

1. Check your company and role​

Choose the correct workspace. Roles Guide shows the permission matrix for your role. If you joined as a Member, use My OKRs or My Tasks rather than rebuilding the company structure.

2. Prepare the organization structure​

Check units, leaders and member assignments under Organization → Organization Structure. Add or invite people through Settings → Users. Viewing information and changing units or users require different permissions.

3. Choose a planning cycle​

Open the cycle to use in Organization → Planning Cycles, or create one if permitted. Only one planning cycle can be active in a company. Planning Cycles explains status and closing rules.

4. Record strategic direction and priorities​

Use Strategy → Mission & Vision for direction and Strategy → Focus Areas for priorities. The application does not require a fixed number of focus areas.

5. Examine the information you need​

Use Situation Analysis → Status Reports for the current situation and Analysis Tools for PESTLE, Porter, BCG, VRIO and assessments. You do not have to complete every tool. Connect the resulting information through Findings and SWOT Analysis.

6. Create goals and measurements​

  • Goals & Tracking → OKR Cycles: Open an OKR cycle linked to the appropriate planning cycle; create objectives and key results as permitted. Initiatives belong to key results.
  • KPI Tracking: Create a KPI from a library or another method allowed by your entitlements; choose its owning unit and, optionally, responsible person. Check measurements and success criteria.
  • Focus Areas: Connect the relevant objectives and KPIs.

7. Find missing connections​

Reports → Goal Alignment Matrix shows alignment gaps. The Health view in an OKR cycle highlights objectives needing attention. Neither is a “move to the next phase” control.

Daily work​

Members follow their assignments and measurements; leaders work within their permitted write scope. If editing is blocked, check the role, company, record status and enabled module. Compare your setup with the Setup Checklist.

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