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.
• Individual Rocks: Assigned to a team member based on their role and responsibilities.

To mark a Rock as a Company or Departmental:

1. Click Rocks from the left navigation.
2. Click the Rock to open its details panel.
3. Click the corresponding circle to mark the goal as a Company Rock or Departmental Rock.

Changes made to the Rock's details panel are saved automatically.

If you've shared a Rock with the leadership team or from the leadership team to additional teams, then it can be designated as both a Company Rock at the leadership team level and a Departmental Rock for other teams.

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 steps:

1. Click Rocks from the left navigation.
2. Locate the Rock you wish to edit and click on its row to open the details panel.
3. Use the details panel, you can update various aspects of the Rock, including:
   • Title: Modify the Rock's title to reflect its objective better.
   • Due Date: Adjust the deadline to accommodate new timelines.
   • Description: Revise the description to provide clearer guidance or additional information.
   • Primary Team: Change the primary team responsible for the Rock if necessary.
   • Additional Team Visibility: Add or remove teams that should have visibility into this Rock.
   • Milestones: Add, edit, or remove Milestones to reflect the current progress plan.
   • Attachments: Upload new files or delete outdated ones related to the Rock.
   • Comments: Add comments to provide updates or communicate with team members.

Changes made to the Rock's details panel are saved automatically.

Best Practices for Editing Rocks

• Maintain Clarity: Ensure any updates to the Rock's title or description clearly convey the goal and expectations.
• Communicate Changes: Notify relevant team members of significant edits to keep everyone aligned.
• Review Regularly: Periodically reassess Rocks to confirm they remain relevant and adjust them as needed to reflect evolving priorities.

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 Company

The ability to add Milestones to your Rocks is an optional setting at the account level. A user with Owner, Admin, or Coach permissions can turn on or off the Milestones feature by visiting Company Settings > Configuration > Rocks and clicking the Show Milestones on Rocks toggle.

Creating Milestones in Ninety

To add Milestones to a Rock:

1. Click Rocks from the left navigation.
2. Select the Rock to which you want to add Milestones to open its details panel, or click the caret on the Rock's row to open the Milestone dropdown.
3. Click on + Add Milestone.
4. Enter the Milestone's title and set a due date.
5. Click Add or the checkmark to save the Milestone.
6. Click on the created Milestone to edit its title, due date, and description or add an attachment or comment.

Using Milestones to Track Progress

Milestones serve as checkpoints that guide the team toward completing a Rock. By setting specific due dates and assigning responsibilities, teams can monitor progress and address any obstacles promptly.

Automatic Conversion to To-Dos

To ensure timely completion, Milestones automatically convert into To-Dos seven days before their due date:

• Visibility: The Milestone appears in the team's To-Dos list, reminding the assigned individual of the upcoming task.
• Flexibility: As a To-Do, the Milestone can update its due date and description updated as necessary.
• Completion Tracking: Marking the To-Do as complete will also mark the corresponding Milestone as complete, maintaining consistency across the platform.

This is an optional company-wide feature that ensures critical steps toward completing a Rock are not overlooked. To enable automatic To-Dos for Milestones, a user with Owmer, Admin, or Coach permissions should visit Company Settings > Configuration > Rocks and click the Automatically create To-Dos for Milestones not completed 7 days before due date toggle.

Best Practices for Utilizing Milestones

• Sequence Milestones: Arrange Milestones in a logical order to create a clear path to Rock completion.
• Delegate Tasks: Assign Milestones to team members best suited for each task to promote efficiency and accountability.
• Regular Reviews: Discuss Milestone progress in weekly meetings to promptly identify and resolve any Issues promptly.

By incorporating Milestones into your Rocks, you transform ambitious quarterly goals into achievable tasks, fostering a structured approach to success.

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 completing the goal. This person may not be responsible for completing all the work involved, but they are accountable for ensuring it gets completed.

When creating a Rock:

• Assigning an owner is a necessary requirement for creating a Rock.
• The list of possible owners is based on the Team filter.
• If you're using the Create button, you'll be the default owner of the Rock.
• In the Rocks tool, you can click + Add Rock on any team member's card to have that user be the new Rock's owner.
• Users with Observer-level permissions cannot be assigned Rocks.

Reassigning Rock Ownership

You can easily reassign a Rock's owner if responsibilities shift through its details card. Here's how:

1. Click Rocks from the left navigation.
2. Ensure the correct team is selected from the Team dropdown.
3. Click the Rock whose owner needs to change.
4. Click the profile icon on the top right of the details panel.
5. Select a different user from the team.

Best Practices and Business Tips

• Clear Accountability: Assign Rocks to individuals with the capacity and resources to complete them.
• Regular Reviews: Review Rock assignments to ensure they align with team members' current responsibilities.
• Effective Communication: Communicate any reassignments promptly to all relevant Ideal Stakeholders to maintain transparency.

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 multiple teams to ensure it appears on each team's Rocks page. Here's how:

1. Click Rocks from the left navigation.
2. Click on a Rock to open its details panel, or create a new Rock with the Create button.
3. Share the Rock with additional teams using the Other Teams dropdown.
4. Click the checkbox to share the Rock with additional teams.

Changes made to the Rock's details panel are saved automatically.

The teams listed in the Other Teams dropdown depend on which teams the Rock's owner can access. If you need to share a Rock with one or more teams the Rock's owner doesn't have access to, consider changing the owner to a user who does.

For example, if you manage a team and one of your team members owns a Rock that needs to be visible to a senior-level team, like the leadership team, consider having the manager become the Rock's owner, with the team member owning many of the Rock's Milestones. Then, the manager can share the Rock as needed.

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:

1. Click Rocks from the left navigation.
2. Use the Team dropdown to choose the relevant team.
3. Click the ellipsis on the far right of the filters bar.
4. Select Print to PDF from the dropdown.
5. Choose the PDF's page orientation from the popup.
6. Click Print.

To export a single Rock as a PDF:

1. Right-click the Rock.
2. Select Print to PDF from the dropdown.

How to Print the PDF

Once you have downloaded the PDF, follow these steps to print it:

1. Open the file using a PDF viewer such as Adobe Acrobat, Preview (Mac), or a web browser.
2. Go to file> Print or press Ctrl + P (Windows) / Cmd + P (Mac) to open the print dialog.
3. Ensure the correct printer is selected.
4. Choose the appropriate page size.
5. Set orientation (Portrait/Landscape) based on the layout.
6. Adjust margins and scaling if necessary for better readability.
7. Click Print to complete the process.

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:

1. Click Rocks from the left navigation.
2. Select the appropriate Team using the dropdown.
3. Click the ellipsis (…) on the far right of the filter bar.
4. Select Download Excel from the dropdown.
5. Save your file.

The exported spreadsheet contains two tabs:

• Rocks: This tab includes columns for Owner, Title, Description, Due Date, Status, Level (Team or Company/Departmental), Team, Attachment Names, Completed On (Date), Link (to the item in Ninety), Created Date, and Archived Date.
• Milestones: This tab provides details such as Owner, Title, Description, Associated Rock’s Name, Due Date, Completed On (Date), and Link (to the item in Ninety).

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 Summaries

To receive daily email reminders:

1. Click your name or profile icon and select Notifications from the popup.
2. Click the Daily Emails tab.
3. Check the box for each day you'd like to receive an email summary from us.
4. Choose your preferred time to receive the email.

Go to Your Notifications Page

The daily email includes:

• Upcoming Rock and Milestone due dates
• Past due Rock and Milestone information
• A reminder to add Issues, Headlines, and To-Dos before your next meeting.
• A reminder to update KPIs.

Setting Up Event Notifications

To receive event notifications to your email:

1. Click your name or profile icon and select Notifications from the popup.
2. Toggle on your preferred options for receiving email notifications.

Go to Your Notifications Page

By configuring your notification preferences in Ninety, you can maintain awareness of your tasks and deadlines, fostering accountability and timely progress toward your goals.