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
- On the dashboard checklist, choose
Set your learning plan— or pressSet my learning plan →on the tour's last slide. - 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.
- 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
- Choose
Take a Control Discipline Snapshoton the checklist, or open Control Discipline Snapshot in the sidebar. - On the free tier press
Start assessment · use 1 snapshot— you get five free snapshots, and starting one uses a credit. - 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.
- 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
- Open Projects in the sidebar and press
New project. - Give the project a name; add a status, dates and a check-in cadence — the rhythm you'll actually keep.
- 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 aMission gappill 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
- From the dashboard's Submit a check-in section, pick the project and
press
Go to check-in— or open the project and chooseSubmit check-in. - 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?
Is my snapshot saved anywhere?
What happens when I've used all five free snapshots?
Can my manager see any of this?
Related guides
Projects and the ten disciplines
Projects are where you track real work against the ten control disciplines. Create a project, set its outcome and delivery mission, then submit a short check-in on a cadence you keep — scoring each discipline 1–5 to produce a Control Index score, a named status, and a trend you can coach from.
Take a Control Discipline Snapshot
The Control Discipline Snapshot is a one-off self-score across the ten control disciplines. Score each from 1 to 5 and get an aggregate score, a named status and your weakest areas — nothing is stored. Free accounts get a capped number of snapshots; paid accounts are unlimited and can link a result to a project check-in.
Set and steer control points — dated next steps with owners
A control point is a dated commitment with a named owner: what will be true, by when, who carries it, and what happens if it doesn't. Set one from a project or during a check-in, then resolve it honestly — mark it held, or re-date it with a reason.
Log friction and run a Systemise Review
The Friction Log turns recurring operational pain into decisions. Log a snag the moment it bites — ten seconds — then, on a cadence you choose, run a short Systemise Review and decide whether each pain is worth living with, writing down, building a mechanism for, or solving with software.