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Live Learning Curriculum for New Commercial Model
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Series Summary:

This series is designed to guide new or under-utilizing Ninety users through setting up their company’s Ninety instance for scalable success. Each session builds on the last, helping users maximize Ninety's tools as they grow and evolve, though any session can also be taken as a standalone workshop. In particular, Sessions 1 and 2 can serve as a follow-up to onboarding, ensuring that a company's organizational tools within Ninety are set up effectively. Core BOS concepts will be reinforced throughout, showcasing how Ninety enables teams to fully implement and sustain their BOS with confidence and ease.		Audience:
Integrators/operators, BOS champions, owner/admin pairs

Note: No sessions are targeted specifically toward IC or SLT members who are just learning Ninety as part of an org rollout.		Delivery:
Instructor Led Training (ILT)
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Duration:
Varied (see session)
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Required Resources:
Ninety platform
Zoom room
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#Session TitleDuration/
Frequency		ObjectivesAssessmentTargeted Business Objectives and Users
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1Session 1 -
Ninety Basics: Building Transparency and Accountability

Meetings Preview, Vision, Org Chart		60 min1. Understand the value of using Ninety to make your BOS tangible and improve transparency and effectiveness of BOS concepts and disciplines.

2. Add basic company Vision components and identify how to share the company Vision within Ninety.

3. Differentiate between the Directory and Org Chart and add team members to both locations in Ninety.

4. Recognize the Org Chart's key strengths: increasing structure, scalability, resiliency, and accountability.

5. Draft the first layer of your Org Chart in Ninety. 		Vision fields populated

Team members added to directory & used to populate core functions in org chart		Business Objectives
Paid subscription conversion (MRR)
Reduce customer TTV
Scale CS/OBS work
Increase awareness of 90u resources

Target Audience:
Prospects
Trialing users
Freemium users
Underutilizing Essential/Scale users
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2Session 2 -
Chaos to Clarity: Tracking Progress with Weekly Team Meetings in Ninety

Data, Rocks/Goals, Facilitating an Effective WTM		90 min1. Add company goals to the Vision tool.

2. Apply the SMART methodology to create actionable Rocks in Ninety.

3. Use the company scorecard fundamentals to draft at least 3 SLT KPIs and add them to Ninety's Data tool.

4. Distinguish between manually-entered KPIs and smart KPIs in Ninety.

5. Facilitate effective weekly team meetings in Ninety.		Add 1-year goals to Vision and create 1 company Rock

SLT Scorecard created and populated with at least 3 Company KPIs.

Run a WTM in Ninety.		Business Objectives
Retention/Expansion/Reduce Churn (MRR)
Scale CS/OBS work
Increase awareness of 90u resources

Target Audience:
Trialing users
Freemium users
Underutilizing Essential/Scale users
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3Session 3 -
Friction to Focus: Creating Alignment Through Quarterly and Annual Planning

Quarterly/Annual Meetings, 1-on-1		90 min1. Define and compare the different team meeting cadences (Weekly, Quarterly, Annual)

2. Identify Ninety's default agendas and locate where to edit/add meeting agendas.

3. Consider best practices for preparing for and running Quarterly and Annual Planning Meetings and recognize their benefits.

4. Use the 1-on-1 tool to schedule and complete a Quarterly Discussion.		Schedule a quarterly or annual meeting and prepare LTIs within Ninety.

Schedule a 1-on-1 with someone using Ninety's 1-on-1 tool		Business Objectives
Expansion/Increase client stickiness (MRR)
Scale CS/OBS work
Increase awareness of 90u resources

Target Audience:
Trialing users
Essential users looking to Scale
Underutilizing Scale users
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