Ninety Knowledge Base

Introduction to Vision

Published July 3rd, 2024 by Tommy Mains

What Is the Vision Tool? Use our Vision tool to plan, organize, and document your organization's Vision. We have four pages in the tool to keep everything clear and organized. Your Vision is customizable, so you can use the terms and sections that work best for you. Watch the video below for a general overview of the tool. How a Documented Vision

Reporting, Analytics, and Data Visualization in Ninety

Published February 27th, 2025 by Tommy Mains

What Happened to Dash? We have deprecated our initial data visualization tool, Dash. We're actively replicating and improving Dash's functionality in our updated tools, like Insights and Data . Use these tools to view reporting analytics from your teams' and company's data from our most-used tools, including filters and drill-in tables. The tools in

Printing and Exporting Issues to PDF

Published March 19th, 2025 by Tommy Mains

Printing your Issues helps you maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. This guide provides step-by-step instructions for generating and printing a PDF of your team's Issues. How to Export Issues to a PDF Follow these steps to download all Issues displayed on your team's page (either

Customizing Your Issues Tool Through Settings

Published March 19th, 2025 by Tommy Mains

Users with the role of Manager or higher can customize their team's Issues tool to fit how they operate. Accessing Issue Settings To access your team's Issue settings, click the gear icon () on the far right of the filters bar. Only users with the proper permissions can view and change these settings. If you don't see the gear icon, you don't have

Scheduling Meetings

Published September 27th, 2024 by Tommy Mains

The Upcoming Meetings Page Use the Upcoming page in the Meetings tool to start, join, or schedule a team meeting. To schedule a meeting for your team: Click Meetings from the left navigation. Select the intended team from the Team dropdown. Click Schedule a Meeting. Choose an agenda from the Select Agenda dropdown. Click the calendar icon to select

The KPI Manager

Published December 20th, 2024 by Tommy Mains

KPI Manager Our KPI Manager is a centralized hub designed to simplify the way you manage your organization's KPIs. Accessible to users with Admin, Owner, or Coach roles only, this tool allows you to organize, filter, and update KPIs efficiently. With the ability to view all active and archived KPIs in one place, users can: Streamline the cleanup of

Making Rocks SMART

Published August 1st, 2023 by Tommy Mains

When building a Rock, be as detailed as possible to make expectations clear for completing the goal by the end of the quarter. We recommend adding Milestones and making the Rock SMART (Specific, Measurable, Achievable, Relevant, and Time-bound) whenever possible. Making Rocks SMART — the SMART Goals Methodology When creating Rocks, make them SMART

Adding Milestones to Your Rocks

Published March 10th, 2025 by Tommy Mains

Milestones are integral to breaking down Rocks into manageable, actionable steps. They provide a clear roadmap toward achieving your quarterly goals by delineating specific tasks with due dates. This article outlines how to create and effectively use Milestones within Ninety to enhance productivity and ensure progress. Enabling Milestones for Your

How to Receive Notifications for Rocks

Published March 10th, 2025 by Tommy Mains

You can easily set up notifications from Ninety to receive timely reminders about your Rocks and Milestones. There are two primary forms of notifications: Daily summaries of your tasks, including upcoming and past due Rocks. Event notifications when you're set as the owner of an item or when someone comments on an item you own. Setting Up Email Su

Exporting Rocks to a Spreadsheet

Published March 6th, 2025 by Tommy Mains

Exporting your Rocks from Ninety allows you to maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. Follow the steps below to export your Rocks effectively. Exporting Rocks to an XLSX File To export one of your team's Rocks, including their Milestones, into an XLSX spreadsheet: Click Rocks from t

Editing Rocks

Published March 10th, 2025 by Tommy Mains

Occasionally, you may need to update a Rock's details to reflect changes in priorities, timelines, or responsibilities changes. This article provides step-by-step instructions on how to edit Rocks within Ninety, ensuring your goals remain accurate and aligned with your team's objectives. How to Edit Rocks To modify an existing Rock, follow these s

Types of Rocks — Company, Departmental, Individual

Published March 10th, 2025 by Tommy Mains

The default Rock type is considered an individual Rock, in which one person is accountable for its completion. Teams can then choose to elevate a Rock's importance to the company or departmental level. Company Rocks: Set by the Leadership Team (LT) to drive organizational goals. Departmental Rocks: Prioritized Rocks at the team/department level. Ind

Creating and Updating KPIs

Published September 5th, 2024 by Tommy Mains

What Are KPIs? A Key Performance Indicator (KPI) is a quantifiable metric used to evaluate the success of an organization, team, or Seat in meeting agreed-upon performance objectives. While KPIs are metrics, not all metrics are KPIs. KPIs are only the most essential (or key) metrics. Video Overview of the Data Tool Adding KPIs to Your Team's Sc

Using the Org Chart

Published July 31st, 2023 by Tommy Mains

Overview The Org Chart tool documents the structure of your departments and teams. Learn more about how this tool benefits your company by reading our Introduction to Data article. The video below covers the basic features of the tool to help you get started, including: Main objectives User permissions Editing the chart Adding Seats Assigning users

Exporting Issues to a Spreadsheet

Published March 19th, 2025 by Tommy Mains

Exporting your Issues from Ninety allows you to maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. Follow the steps below to export your Issues effectively. Exporting Issues to an XLSX File To export one of your team's Issues into an XLSX spreadsheet: Click Issues from the left navigation. Sele

Creating a New Team

Published August 1st, 2023 by Tommy Mains

Creating a New Team To create a new team or edit existing teams, users must have the role of Owner, Admin, Manager, or Coach. Click your name from the bottom of the left navigation. Click Company Settings or Teams. Click Create Team. Write the Team's Name. Click Add. Selecting the Team's Type After creating the Leadership Team, each formed te

Directory: Add or Invite Users

Published January 12th, 2024 by Tommy Mains

Adding Users to Ninety Owners, Admins, Managers, and Implementers can add as many observers to the directory free of charge. Once they're in your Directory, you can assign them to teams, add them to a Seat on the Org Chart, and Activate their account when you're ready to pay for their license and have them use our platform. Add to Company How to Add

Using the Create Button

Published August 1st, 2023 by Tommy Mains

The Universal Create Button From anywhere on Ninety's platform, the Create button is on the upper right-hand corner making it easy to create a new item. The default item you'll create is an Issue, but automatically updates based on the tool page you're on. For example, if you're on the To-Dos tool and click the Create button, the item defaults to a

Upload Your Data

Published August 1st, 2023 by Tommy Mains

Our Data Transfer Services Tired of your data being siloed? We can import all your data onto Ninety for free. What Information Can I Transfer? Scorecard KPIs from the previous 13 weeks Headlines Vision Org Chart Items that are archived or active from the last 12 months, such as: Rocks To-Dos Issues Sending Us Your Data Our Support Team can upload

Navigating the Issues Page

Published March 21st, 2025 by Tommy Mains

Use the following filters to sort through Issues effectively: Short-Term or Long-Term Issues Team dropdown Archive toggle Search bar Issues Page The Issues tool first organized by teams and then by Issue type. The Short-Term and Long-Term tabs bring you to a unique page with separate Issues lists for either your team's immediate or long-term plann

Prioritizing and Ranking Issues

Published July 31st, 2023 by Tommy Mains

Issues are the heart of our team meetings. We join together to Raise, Discuss, and Resolve (RDR) the Issues most pertinent to our responsibilities for the week, quarter, or year. We recommend ranking your Issues as you create them and reviewing the Issues you've raised before your next meeting. Methods of Prioritization We have four primary ways t

Introduction to Org Charts

Published July 3rd, 2024 by Tommy Mains

What Is the Org Chart Tool? Use the Org Chart tool to structure your company's core functions to help you get the Right People in the Right Seats to achieve your Vision. What Is a Seat? A Seat is a position with function-specific roles, accountabilities, and responsibilities. We use the Org Chart to provide an overview of the various Seats, and thei

Introduction to Data

Published May 2nd, 2024 by Tommy Mains

What Is the Data Tool? Use the Data tool to create and manage your individual and team's key performance indicators (KPIs). Each KPI provides visibility to the goals essential to the team's success. During most meetings, your team reviews its Scorecards to see if any KPIs need to be discussed. For example, if a KPI has been off target for three or m

Using the Data Tool

Published April 4th, 2024 by Tommy Mains

The Data Tool The Data tool simplifies setting up and managing your team’s Scorecard to keep track of goals on five levels: Organization-wide Leadership Team Departmental Teams Individuals Reviewing the Data tool every week is a critical function of team meetings. Learn more about making data a superpower for your organization with our free On Da

Microsoft To-Dos Integration with Ninety

Published November 22nd, 2024 by Tommy Mains

Ninety To-Dos and Microsoft Tasks The Microsoft To-Dos integration with Ninety allows users to seamlessly sync their assigned tasks, ensuring efficient task management across both platforms. This integration eliminates the need for manual data entry, reduces the risk of forgetting tasks, and helps users stay organized by consolidating their to-dos i

Sending and Receiving Issues Between Teams

Published August 1st, 2023 by Tommy Mains

Every team in Ninety can raise Issues but not every team is equipped to discuss and solve their Issues. Your team's Issues lists are located in our Issues tool . When another team sends an Issue to your team, it will appear on a separate list above yours. When you send an Issue to another team, a new “Sent to Other Teams” Issues list appears below y

Using the Directory

Published October 4th, 2024 by Tommy Mains

What Is the Directory? Our Directory tool is the central location to manage all the users on your Ninety account. Use the Directory to: Add users to Ninety Change user roles and permissions Assign users to teams Deactivate users (remove their paid license) Delete users (remove them from your account) View user bios The video below offers basic ins

1-on-1 Discussion Questions

Published July 31st, 2023 by Tommy Mains

Customizing 1-on-1 Discussion Questions Commitments are the qualities, actions, and practices your organization's leaders agree to hold with their direct reports. We've categorized these into Leadership Commitments and Coaching Commitments as described in our leadership philosophy: Lead, Agree, Coach. Admins, Owners, and Coaches can use the 1-on-1 t

Billing and Payments

Published February 8th, 2024 by Tommy Mains

The Billing Page Users with Owner, Admin, and Coach roles can review the billing page. Follow these steps to review your billing information: Click your name from the bottom of the left navigation. Click Billing from the popup. Updating Your Payment Method From Billing settings, here's how to update your payment method through Stripe, our me

Using Partner Hub — A Coach's Tool

Published August 1st, 2023 by Tommy Mains

What Is Partner Hub? Partner Hub is a versatile tool for coaches, implementers, and partners using Ninety. It simplifies client management, enables template customization, and streamlines referral tracking. This tool is tied to a coach, implementer, or partner account and applied across the user's assigned companies. If you do not see this tool,

Meetings Analytics

Published December 4th, 2024 by Tommy Mains

Meetings Insights Page Our Meetings page in the Insights tool helps you analyze your teams' meeting performances based on their meeting ratings. Use the team, date range, and calendar filters to locate the data you want to analyze. Team Filter The options shown in the Team filter depends on your user role: Owners and Coaches can see any team in th

Linking Items

Published May 13th, 2024 by Tommy Mains

Linking connected items in Ninety helps teams document progress, clarify dependencies, and prioritize objectives. Users can create as many linked items from existing items as needed. For example, all Issues, To-Dos, and Headlines relating to a single Rock can be created as linked items from that Rock. To create a linked item from an existing item: R

How to Create Rocks

Published September 19th, 2024 by Tommy Mains

Documenting your Rocks in NInety gives your organization a centralized platform to record its progress quarter after quarter. Most teams identify Rock candidates during Quarterly Team Meetings and refine their scope during the first couple weeks of the quarter. Tip: Use our Insights tool to track Rock and Milestone progress. What Are Rocks? Rocks

Archiving Items

Published August 1st, 2023 by Tommy Mains

What Is the Archive? Each tool has its own archive where completed items are saved for each team. To view archived items, click the Archive toggle on the filters bar. While viewing the archive, you can perform the following actions: Click the Team dropdown to view another team's tool archive. Click the arrow-circle icon to refresh the page. Click

Create and Customize Your Meeting Agendas

Published July 31st, 2023 by Tommy Mains

Editing an Existing Agenda or Create a Custom Agenda Users with the role of Manager or higher can edit and customize meeting agendas. Read more about roles here. Editing Agendas Click Meetings from the left navigation. Click the Agendas tab. Choose the correct team from the Team dropdown. Click the agenda to edit from the list shown. Customize the a

Introduction to Rocks

Published May 30th, 2024 by Tommy Mains

What Are Rocks? Rocks are 90-day goals that help teams make measurable progress toward their organization’s long-term vision. These objectives focus on significant initiatives outside of daily tasks, such as launching a new project, improving a process, or achieving a strategic objective. Rocks provide a structured way to ensure that key priorities

Using the Headlines Tool

Published January 16th, 2024 by Tommy Mains

Use the Headlines tool to read, create, and share announcements that usually don’t require a discussion or need additional action items. Headlines and Cascading Messages function the same. Typically, organizations use Headlines for team announcements to be read during meetings and Cascaded Messages for announcements they want to share with other tea

Introduction to Ninety

Published June 10th, 2024 by Tommy Mains

How Ninety Improves Team Performance Ninety is a comprehensive software solution for teams to work more effectively toward achieving their vision. Our tools help you run better meetings, measure performance, and increase transparency. Explore our site to learn more about us. Watch the video below for an overview of what we offer to teams like yours.

Editing Issues

Published March 14th, 2025 by Tommy Mains

Raising Issues for discussion is an essential step for teams to collaborate and act on the problems, opportunities, blockers, and questions preventing them from getting work done. To ensure your team finds effective solutions while discussing Issues, team members should add context and notes to their Issues in Ninety. How to Edit Issues You can ed

Using the Meetings Tool

Published July 10th, 2024 by Tommy Mains

The Meetings tool powers all your organization's team meetings. This article explains how to use this tool's functions, including: How to start a meeting How to join a meeting in progress What a meeting's rating means What's included in the recap email How to observe a previous meeting's recap Advice on meeting best practices 📖 Are you new to our Me

1-on-1 Analytics

Published July 16th, 2024 by Tommy Mains

1-on-1 Insights Page Use the 1-on-1 Insights Page to see your team's completion of Quarterly and Annual Discussions, ratings in exhibiting the organization's Core Values, and how well your team members view your leadership and coaching abilities. The Discussions from your 1-on-1 tool are available for any of your direct reports — as documented in yo

Navigating the Rocks Page

Published March 21st, 2025 by Tommy Mains

You can navigate the Rocks page using the following filters: Team dropdown Status indicator Archive toggle Search bar Team Dropdown Like several of our other tools, the Rocks page is first sorted by team. Click the Team dropdown to select which team's Rocks you'd like to view, edit, or create. You can view the Rocks page of any team you're a membe

Using the Issues Tool

Published March 21st, 2025 by Tommy Mains

Using the Issues Tool All Ninety users can view their team's Issues lists with the Issues tool . However, only licensed users can add Issues to a team's list. Navigating the Issues Page Navigating the Issues Page Use the following filters to sort through Issues effectively: Short-Term or Long- Use the following filters to sort through Issues effec

Inviting a User to Ninety

Published August 1st, 2023 by Tommy Mains

Inviting Users When inviting and adding users to Ninety, there are two different ways to do it — they can be added to your company as a licensed user or only to the directory. When you add a user to the company, they're invited to the company through email. Once a user accepts the invite, they have a login and the ability to be assigned a Role. L

My 90

Published July 31st, 2023 by Tommy Mains

My 90 Workspace The customizable My 90 workspace shows all your owned content, including To-Dos, Rocks, Milestones, and KPIs. To-Dos To-Dos are the tasks assigned to users by themselves or their team. They can range from critically important to personal chores. Often, To-Dos are created in Weekly Team Meetings during the Issues portion or when pars

Introduction to Meetings

Published June 11th, 2024 by Tommy Mains

What Is the Meetings Tool? Use the Meetings tool to manage your daily, weekly, monthly, quarterly, and annual meetings. We've pre-populated proven agendas to ensure your meetings are efficient, effective, and documented. Team leaders can also customize or create their own agendas to tailor meetings to specific needs. Ninety simplifies meeting manage

User Roles and Permissions

Published August 1st, 2023 by Tommy Mains

How Do User Roles Work? Roles dictate what content you can edit or view within Ninety, including access to tasks such as inviting new users or updating billing options. Here is a general overview of each role's capabilities: Owners have visibility and editing access to all teams and tools, full control of company settings, and the ability to update

Rocks Analytics

Published November 19th, 2024 by Tommy Mains

Rocks Insights Page Our Rocks page in the Insights tool has three data-visualization cards to asses your teams' performances on their quarterly goals. The cards are: Rock Progress, which is a stacked bar chart Milestones: Progress to Completion, which is a burndown-style chart Milestones: Revised due dates, which is a bar chart Use the Team, Typ

Printing and Exporting Rocks to PDF

Published March 7th, 2025 by Tommy Mains

Printing your Rocks helps you maintain offline records, share progress with stakeholders, and analyze your goals outside the platform. This guide provides step-by-step instructions for generating and printing a PDF of your team's Rocks. How to Export Rocks to a PDF Follow these steps to download all Rocks displayed on your team's page as a PDF: Cl

Archiving and Deleting Issues

Published March 13th, 2025 by Tommy Mains

The Issues tool's archive saves all your team's completed or archived Issues in one central location. You can review your team's archived Issues at any time by clicking the Archive toggle. Archiving Issues Arching completed or irrelevant Issues keeps your lists clean and organized between meetings. The steps to archive one or more Issues are the s

Introduction to Insights

Published November 19th, 2024 by Tommy Mains

What Is the Insights Tool? The Insights tool provides valuable visualizations of how your teams use Ninety. Use it to gain insights into how your teams are using Ninety and how effective they are with each tool. Since each tool represents a discipline of how great organizations are run, you can use this information to help gauge the help of your tea

Creating Issues

Published September 10th, 2024 by Tommy Mains

Issues are the problems, obstacles, ideas, or opportunities teams discuss and solve during meetings. Our Issues tool captures and stores your team's short- and long-term Issues. Short-term Issues are discussed and solved during weekly team meetings. Long-term Issues are prioritized, discussed, and solved during quarterly and annual team meetings.

Company Settings

Published February 15th, 2024 by Tommy Mains

Accessing Company Settings Owners, Admins, and Coaches can access company settings by clicking on their name at the bottom of the left navigation and then clicking Company Settings to adjust the following options: Configuration — document your company's name and colors and adjust individual tool features. Teams — create, classify, edit, and delete t

Using the Rocks Tool

Published March 10th, 2025 by Tommy Mains

Using the Rocks Tool All team members (even Observers) can access the Rocks tool to view all their team's quarterly goals and priorities. Most weekly meeting agendas include reviewing Rocks as part of their agenda. The team holding the meeting will see their team's Rocks page during that segment. Reviewing Your Team's Quarterly Vision At the top o

Custom Vision Feature

Published September 12th, 2024 by Tommy Mains

Customizing your team's or organization's Vision tool allows you to document all the features defining your organization now and where you want to be in the future. To enable the custom Vision configuration as an owner or admin (Company Settings > Configuration): Click your name from the bottom of the left navigation. Click Company Settings. Scro

Archiving and Deleting Rocks

Published March 7th, 2025 by Tommy Mains

The Rocks archive saves all your historical quarterly goals data in a central location. Your team's Rocks are automatically sent to the archive after concluding a quarterly meeting, but you can also archive or delete Rocks at any time from the Rocks tool. Archiving Rocks Archiving a Rock moves it from your active workspace to the archive, preserv

Individual User Settings

Published March 5th, 2024 by Tommy Mains

Accessing Your Settings User settings allow you to make changes to your Ninety experience without affecting the rest of your company. To access user settings: Click your name from the left navigation. Click User Settings. Settings Options On the left side of your screen, you'll find the following User Setting pages, Profile Account Preference

Creating Smart KPIs

Published August 10th, 2023 by Tommy Mains

Using Smart KPIs for Added Functionality Smart KPIs allow users to automatically perform calculations and input scores by forming mathematical expressions, which can include using existing KPIs as variables. Smart KPIs can use the following basic mathematical operators, including order of operations formulas with parentheses: Addition Subtraction Mu

How to Receive Notifications for Issues

Published March 21st, 2025 by Tommy Mains

You can easily set up notifications from Ninety to receive messages when someone comments on an Issue you're following. Setting Up Event Notifications To receive event notifications to your email: Click your name or profile icon and select Notifications from the popup. Toggle on your preferred options for receiving email notifications. Go to Your

Sharing Rocks Across Multiple Teams

Published March 10th, 2025 by Tommy Mains

You can share and display Rocks on multiple team pages to enhance collaboration and ensure alignment across different teams. This feature ensures all relevant teams have visibility into inter-departmental Rocks, fostering transparency and accountability. Sharing Rocks Across Multiple Teams When creating or editing a Rock, you can assign it to mult

The Process Tool

Published April 1st, 2024 by Tommy Mains

Introduction to Process Our Process tool is open for all users in your Directory to view. Team members can locate and follow the steps and sub-steps of any Process. Learn more about the Process Tool from the video below. Creating a Process To create a new Process: Click Process from the left main navigation. Click the Add New Core Process plus sig

Issues Analytics

Published December 4th, 2024 by Tommy Mains

Issues Insights Page Our Issues page in the Insights tool has one data visualization card that analyzes how successfully your teams resolve short-term Issues. Use the team, date range, and calendar filters to locate the data you want to analyze. Team Filter The options shown in the Team filter depends on your user role: Owners and Coaches can se

Assigning Rocks to Users

Published March 7th, 2025 by Tommy Mains

Rocks are 90-day goals that help teams progress toward their organization's long-term vision. Assigning these Rocks to the appropriate team members ensures accountability and clarity. Assigning Rock Ownership When you create a Rock in Ninety, assign an owner based on who on your team or from your organization is ultimately accountable for completi

Cancel Your Account

Published August 1st, 2023 by Tommy Mains

Canceling Your Subscription Click your name at the bottom of the left navigation. Click Billing. Click Cancel my subscription. Fill out the exit form. Click Continue. Click Cancel subscription. Only Owners and Admins can cancel a subscription.

Completing a Fit Check

Published July 31st, 2023 by Tommy Mains

Where Is the Fit Check? To access the Fit Check page: Click 1-on-1 from the left navigation. Click the Fit Check tab. Click the Person dropdown to choose a team member. Click the user's row to view their completed Fit Checks. Click New Review to complete a new Fit Check for the team member selected. User Role Permissions Read this article to see p