Ninety Knowledge Base

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

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

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 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

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

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

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. SMART Methodology When creating Rocks, make them SMART. Feel free to copy and paste t

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

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

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 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

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

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

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

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

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

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

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

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

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

Creating Smart KPIs

Published August 10th, 2023 by Tommy Mains

Using Smart KPIs for Added Functionality Smart KPIs transform existing KPIs into variables that can be used to create formulas. They give you the power to automatically perform calculations on your Scorecard as you enter data. Smart KPIs can use the following basic mathematical operators, including order of operations formulas with parentheses: Addi

Using Partner Hub (A Coach's Tool)

Published August 1st, 2023 by Tommy Mains

What Is Partner Hub? Partner Hub is for coaches using Ninety with their clients. Use this tool to create templates, manage referrals, and set up clients. 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, contact partner@ninety.io for assistance. Managing

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

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

Prioritizing and Ranking Issues

Published July 31st, 2023 by Tommy Mains

Addressing Issues Issues are the heart of our Weekly Team Meetings. We join together to Raise, Discuss, and Resolve (RDR) the Issues most pertinent to our responsibilities for the week, quarter, or year. Methods of Prioritization We have four primary ways to prioritize Issues during a meeting: Ranking 1-5 Top 3 selector Drag and drop Issues Voting I

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

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

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

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

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.

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 Data

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. Clic

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.

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

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.