Getting started

Get started: run your own work to the standard

3 min read Updated 05 Jul 2026

Your first session takes about half an hour: set your learning plan, take a one-off Control Discipline Snapshot as a private baseline, create one real project, and submit your first weekly check-in. Then check in again next week — the second check-in is where the trend appears.

This is the first-fortnight path for running your own work to the standard. Each step takes minutes; together they turn "I think I'm in control" into a score you can watch move.

When you first sign in you get a three-slide welcome tour (Skip or Next through it), and your Dashboard shows a checklist called Your first control points with a 0 of 4 done counter. The four sections below are those four items, in order. Every item ticks itself off from real data — do the thing anywhere in the app and the tick appears.

Set your learning plan

  1. On the dashboard checklist, choose Set your learning plan — or press Set my learning plan → on the tour's last slide.
  2. Say how you'll take in the standard: an intent, cadence and target date for the book, the e-learning, and the chapter assessments, plus a start date. Any lane can be marked not planned — commit only to what you'll do.
  3. Press Set my learning plan.

If your dates look far out, the form re-shows with a nudge to tighten them — submit again to confirm a deliberately slower plan. You'll land back on the dashboard with your plan set: your own control point on the learning.

Take a Control Discipline Snapshot

  1. Choose Take a Control Discipline Snapshot on the checklist, or open Control Discipline Snapshot in the sidebar.
  2. On the free tier press Start assessment · use 1 snapshot — you get five free snapshots, and starting one uses a credit.
  3. Score each of the ten disciplines. A live badge at the bottom shows your running mean and how many of the ten you've scored.
  4. Press See result.

You'll see your mean score and named status — a private baseline, about ten minutes. Nothing is saved; the trend comes from the snapshot's persistent sibling, the project check-in, below.

Create your first project

  1. Open Projects in the sidebar and press New project.
  2. Give the project a name; add a status, dates and a check-in cadence — the rhythm you'll actually keep.
  3. Press Create project, then set the mission and pillars on the next screen. The score isn't meaningful until the mission is set — the project card shows a Mission gap pill until you do.

Pick one real piece of work you own — see projects for what makes a good candidate.

Submit your first weekly check-in

  1. From the dashboard's Submit a check-in section, pick the project and press Go to check-in — or open the project and choose Submit check-in.
  2. Score the ten disciplines as they stand this week and press Submit check-in.

You'll see the project's aggregate score and named status, and the check-in can raise dated, owned next steps — see control points.

Submit your second check-in

One check-in is a data point; the second draws the line. Next week, when your cadence comes round, check in again — that's when the trend appears and you can see whether the work is tightening or drifting. In between, log anything that snags in the Friction Log; it takes ten seconds and feeds your first Systemise Review.

Who can do this

Anyone with an account — every step here needs only a sign-in, no special permission. Snapshots are capped at five on the free tier (referrals earn more); projects and check-ins work on every plan. Your learning plan, snapshot results and friction log are private to you.

Frequently asked

Do I have to complete the checklist?
No. Each item ticks itself off from what you've actually done — there's no 'mark as done' — and you can dismiss the card with the × at any time. The four steps are still the fastest route to a useful trend, so it's worth finishing them.
Is my snapshot saved anywhere?
No. A snapshot is a one-off read — you see your scores and named status, then it's gone. For a score that builds over time, track the same work as a project and check in weekly.
What happens when I've used all five free snapshots?
The snapshot page shows how many you have left, and once they're gone it offers an upgrade for unlimited snapshots — or a referral link that earns you five more free. A weekly check-in on a project gives you the same read on your own work without using a snapshot.
Can my manager see any of this?
If you're on a team account, your manager sees project scores, check-ins and overall progress — never your snapshot detail or draft answers. Snapshots aren't stored, so there's nothing to share.

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