Get set up as a manager — run the loop, then bring the team in

You're rolling out a ritual, not installing software — and a manager who rolls out a ritual they haven't run themselves churns the team's trust. So the setup comes in two stages: run the whole loop on your own work first, then invite the team and let the system do the chasing.

Your Dashboard shows this as a checklist — "Your first control points" — under the heading "Run the loop yourself, then bring the team in". This article walks the same order.

Run the loop on your own work first

1. Press Set your learning plan on the checklist. Two minutes — your own pace for learning the standard.
2. Open Control Discipline Snapshot in the sidebar and score the ten disciplines once. About ten minutes; it's your private baseline.
3. Open Projects and create a project for a real piece of your own work — mission, pillars, and a score over time.
4. Submit your first weekly check-in on that project.

The checklist ticks each item off as you go. By the end you can answer your team's first "what is this?" question from experience, not from a rollout deck.

Invite your team

1. Open Members in the sidebar (under Admin) and press Invite teammate.
2. Enter their name, email and role — and a team, if you've set teams up.
3. Leave Remind them to set a learning plan ticked (it's on by default).
4. Press Send invitation.

Each invite emails a single-use link valid for 14 days and appears under Pending invitations, where you can Resend or Revoke it.

When someone accepts, they get their own dashboard and their own checklist — learning plan, snapshot, project, check-in — the same loop you just ran (point them at getting started as a contributor). You don't chase the learning plan: the system emails an automatic reminder a day after they join and again after a week, until the plan is set. The Members page shows each person's reminder state — what's already been emailed and when the next one is due — and a Stop reminders link if someone asks to opt out. If you have members who joined before reminders existed, press Enrol everyone in reminders to backfill them in one go.

Open Team progress

Once a member has submitted a check-in, open Team progress in the sidebar.

1. Read the headline tiles — projects, projects with check-ins, mission gaps — then the per-project scores.
2. Check Project control by person, sorted lowest aggregate first as a coaching priority; Brief → prepares a 1:1.
3. Watch Learning progress by person for plans, book reading and assessments.

The organisation trend chart draws once a second check-in lands anywhere in scope. One honest note on visibility: you see project scores, check-ins and learning progress — never a member's snapshot detail, draft answers or private Friction Log. See Team progress for the full breakdown.

Delegate with Ownership (optional)

When you're ready to hand over a named outcome rather than a task, open Ownership in the sidebar and create a delegation. The Delegation map button on Team progress shows who owns what across the team. See Ownership and delegations.

Who can do this

Team plans and above. The Members page needs organisation-settings access (the Admin and Manager roles, and the account owner); sending invites also needs the invite-team-members permission, which those roles hold by default. Team progress needs the team-dashboard permission and is scoped to the teams you manage — or everything, if an account owner has switched on "sees all teams" for you.