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What Are Conversations? Using the Feedback tool, Managers can initiate Quarterly and Annual Conversations that help prepare both the Manager and the Team Member. It's an opportunity to share what's working and what's not. In Ninety, the steps to complete a Conversation are: The Manager creates the Conversation. Both parties fill out the forms prior
A new or separate account has its unique data and users, so no information is transferred between two accounts. Billing is also done separately. If you need to be added to a new company, send the Owner or Admin these instructions on how to invite you. Creating a New Company Click your name from the bottom of the left navigation. Click User Settings.
Printing your meeting agenda Visit the Meetings page Select Print Agenda. Change the team in the filter bar to determine what team's content is printed. Printing your meeting agenda gives you two PDFs. Agenda items Scorecard
Welcome to Ninety This is a guide to successfully joining a company already running on Ninety. We want to help you get up and running as a great member of your team. Step 1: Explore your Company Since your team is already running Level 10 Meetings, explore your team's Rocks, To-Dos, and Issues using the tools on the main navigation menu bar. Soon, y
What Is the Archive? Completed items are saved in your account's archive. To view your Archive, click the Archive toggle on the filters bar. Each team and each tool has its own archive. Archiving Items Follow these instructions to archive Headlines, Issues, Rocks, and To-Dos. To archive all completed items, click the double checkmark button on t
The customizable My 90 workspace shows all your owned content, including To-Dos, Rocks, Milestones, and Measurables. 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 during weekly L10 Meetings during the IDS® portion or when parsing out
Creating a Rock, To-Do, or Issue When using the Create button to add a Rock, To-Do, or Issue, click on the icon next to the title to reassign it to a person on your team. Don't see who you are looking for on the list? Then, they still need to be added to the team. Re-Assigning a Rock, To-Do, or Issue Rocks, To-Dos, and Issues all have the owner's i
Pay Per-License The Ninety platform is pay-per-license. A license covers one full user, someone with a role as Owner, Admin, Manager, or Team Member. The license count automatically increases as you add users with those roles, and the count can be decreased in Billing. Learn more about License Management. There are options for Roles that do not requ
Before starting your journey with Ninety, we recommend following these steps to ensure you and your Senior Leadership Team are ready to adopt and commit to EOS. First, Select a Champion and Get Aligned Identify an individual who will lead your team to successful EOS and Ninety adoption. This person should be someone on your Senior Leadership Team an
These updates to our billing page and new merchant of record, Paddle, went into effect on 12/22. *Some companies excluded. Please don't hesitate to contact our support team with any questions. Paddle is referenced on future invoices, and your credit card statements will now read: PADDLE.NET*NINETY.IO. Sales Tax Effective 2/2/23, the tax will be incl
The universal Create button is located in the upper right-hand corner so that you can easily add new content from anywhere in you Ninety platform. Create Click Create. Choose the kind of item to create from the dropdown. Choose which teammate to assign it to. Add details. Click Save.
When building your Rock, you want to be as detailed as possible so that expectations are clear. To do that, we recommend you make your Rocks SMART and add Milestones. Milestones Milestones break down your Rocks into smaller pieces with actionable due dates that can be delegated to others. To add Milestones, you must turn that on in Settings > Co
Forgot your password, or are you having trouble logging in? Reset your password with these easy steps. Visit app.ninety.io/login. Click Forgot Password and enter your email. Check your email and follow the Link. After clicking the link, enter a new password. Now you're logged in and can use the password next time you access Ninety.
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 Accountability Chart®️, and Activate their account when you're ready to pay for their license and have them use our platform. Add to Compa
Starting the Meeting One user starts the meeting using the "Start Meeting" button on the meetings page. This user will be the "presenter." The presenter is the user that controls the meeting timer and can end the meeting for all users. Joining a Meeting Once the host has started a meeting, attendees can join by following these steps: On the meetings
Turn on/off the texting functionality with Henryx for your company. SMS comes activated by default. Henryx (SMS) is automatically turned on for your company, however, if you would like to remove the option for users to use SMS please follow the steps below. This action can only be done with those listed as an Owner or Admin in the system. Turn On
What is MFA? Multi-factor Authentication (MFA) is an authentication method that requires you to provide two verification factors to gain access to Ninety. That means logging in with an email sends a verification code via text to enter into Ninety login. Company Required MFA An Owner*/Admin* can require all users to use MFA. To do this, Visit Setting
This article covers how to upload a profile image, change your email, reset your password, and more from the User Settings page. Plus, edit your team in the Directory. Update Your Information Go to User Settings by clicking the person icon or ellipses in the bottom-left corner of the screen. Remember: All the information you enter is visible to othe
Make Ninety act like an app on your iPhone or Android mobile device. Below are the instructions for adding the Ninety icon to your mobile home screen for both iPhone and Android devices. These steps allow you to have one-click access to Ninety's web-based platform from your phone, so that it works just like an app! iPhone Open Safari Visit https://a
Issues are the heart of our team meetings. We join together to Issue, Discuss, and Solve (IDS®) the Issues most pertinent to our week, quarter, or year responsibilities. 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 Incorporating one or more of thes
On The Accountability Chart®️, each seat has roles and responsibilities that can be tied to measurables. So, what is the difference between a role and responsibility? Roles Roles are the functions of a seat in given situations. This encompasses a larger vision of how an individual contributes to the team. Responsibilities Responsibilities are the s
Setup Your Account Are you just getting started with your account in Ninety? Here's what you need to know to help your company succeed. Customize your Profile and Add Measurables Update your Profile Information. Build your seat on the Accountability Chart®. Update your Measurables on the Scorecard. Add Rocks, Issues, and To-Dos. Teams Invite Use
Quarterly, Annual, Same Page or even a Level 10 Meeting! Read everything you need to know about customizing agendas to archiving Rocks. Remote, In-person, or Combined Team Sessions Tip 1 Have one facilitator and one scribe. We have seen clients be successful when they have one person leading the meeting, and another person running the Ninety.io mee
Ninety automatically adds 17 measurables to the leadership team's quarterly Scorecard. This article defines and explains each one. Revenue: Money collected or that you expect to collect for providing services. Revenues (net worth resulting from a transaction) can be found on your Income Statement. Gross Profit: Gross profit is the profit a company
Henryx is Ninety's texting service. After adding your phone number, you can text Henryx to add and retrieve content from your Ninety account. What If I'm on Multiple Teams? Henryx recognizes you're on multiple teams. When you add an Issue, Henryx will ask what team you want to put it on. What If I'm in Multiple Companies? Henryx recognizes if you'r
Inviting an Implementer Only a user with Owner-level permissions can invite or add someone as an Implementer. Navigate to the Directory on the left main navigation. Click Add People. Ensure Invite to Company is selected. Fill out the required information (First Name, Last Name, and Email). Choose the Implementer Role on the corresponding dropdown m
The Quarterly Session A quarterly meeting can be a valuable day for your team to review their accomplishments and plan for the future. Although some of these topics are touched on during the meeting, to get the most out of your time, a few items should be prepared before clicking start meeting . Clean up the Short-Term Issues List Short-term Issue
Learn what items are included in each meeting's recap email. These are sent automatically to team members when the meeting is done. The meeting recap email is sent to all current team members listed in the ratings section after each meeting. This can be stopped by unchecking "send recap email" on the Conclude page. Remember: you can edit the notes a
Setup Your Ninety Account in 8 Simple Steps Setting up Ninety is easy. We've outlined the best way to add users and content to your account. You can be up and running meetings within the week. Update your Information Invite Users Create Teams Update your Vision Build your Accountability Chart® Build out your Scorecard Create Rocks, To-Dos, and Issue
This article helps you understand two things, Deactivating a User: Removing someone as a user (taking away their login) but keeping them on the Directory so they can still be seen on The Accountability Chart™. Deleting a User: Completely removing someone from your account so they no longer have a login and are not seen on the Directory. Both options
Most companies running on EOS® will have a Same Page meeting between the Visionary and the Integrator™. Others in the company often run One-on-One meetings in this same way. This meeting covers three main things: Check-In Build IDS® List IDS® You can learn more about this teaching here — here will show you how to set up this Meeting within Ninety.io
Starting a Meeting Navigate to Meetings Click Start Meeting Choose a team Click Begin Navigation Tips In the upper-left corner is a timer to keep you on track The back, pause, and forward buttons are located immediately below Click the section name to navigate to the next part of the meeting As you visit the different sections, you have the same
Meeting Tips The typical Quarterly agenda populates, but this is customizable via the same settings icon you use to change the time frames for a Level 10. A copy of the team's V/TO® is archived when the meeting is started. Use "Show Notes" to take free-form notes throughout the meeting. You can also add attachments during or after the meeting. Thi
5 Steps to Get Up and Running Welcome to Ninety. We have a collection of 5 steps to help get your company up and running on Ninety. Step 1: Learn the Basics of Ninety Take a look at our collection of videos covering each of our tools in-depth. Schedule a Kick-Off Call with a Ninety expert. You’ll get a tour of Ninety and be able to ask any outstandi
Several of our tools include options to export your data as a PDF or an XLSX spreadsheet. Exporting to PDF You can download a PDF from any of the following tools using the PDF button on the far right of the filters bar. Scorecard Headlines Issues Process Rocks To-Dos V/TO® Printing a Meeting Agenda Click Meetings from the left navigation. Choose
Joining Beta Ninety's Beta Program is open for any company to join and provides access to the most recent features to test in Ninety. The Ninety Product Team sends an email to all users or pushes an in-app message when new features are released. To join, click below or contact your client success team through chat or email. Beta enrollment can take
If you do not see the conversation you need to prepare, first create the new Annual Review. To learn what Annual Reviews are and why they are used, read this article. Here we will learn: How to Prepare your Annual Review Forms. How to Run an Annual Review Meeting. How to Archive the Completed Meeting. PERMISSION LEVELS: As an Owner or Admin in the
What is a Vision Building Day? After you complete a Focus Day and are having recurring weekly Level 10 Meetings, the next step of the EOS Process® is to have 2 separate Vision Building days 30 days apart. The purpose of these sessions is to further define and capture your company vision so your whole organization can focus, align, and thrive. Runnin
Welcome! We will walk you through everything you need to know before Focus Day® (regarding managing your new EOS® information). What Is Ninety? Ninety is software built for EOS® to help you run meetings, manage accountability, communicate your vision, and more. You will find a tool for each of the Six Key Components™ in Ninety. Below is a walkthroug
Integrating Ninety To-Dos with Google When you setup the Google Task integration with Ninety, all your To-Dos display on your Google task list. All updates you make to your To-Dos within Ninety will be updated on your Google page as well. When you mark a to-do complete, it marks off your Google task, and visa versa; you can complete your Google task
What Is a Private To-Do? A private To-Do is a task to complete that doesn't correspond to any of your teams. The team doesn't need to track its progress or discuss it in meetings. These can be things for day-to-day work or private tasks like, “Do the laundry.” Private To-Dos show up on both the My 90 page and To-Dos page. The My 90 page allows you t
Set up a phone number to receive reminders about your Rocks and To-do's! You can also subscribe to get a daily email. Both methods serve a different purpose, with emails being a daily reminder of tasks, while texts are a push notification only when there is a to-do or Rock due. Email Reminder These can be sent daily, and the day/time is chosen via t
Here are a few tips that may help your team better utilize the two days of your Annual Meeting. Manage your team's energy through breaks, treats, and going off-site. A well-fed, rested, and entertained team is the key to getting through a successful Annual Meeting. you aren’t doing it right if you aren't tired. There is a reason a full two days shou
Inviting a user to Ninety means you can assign them content such as Rocks and To-Dos. They have their own unique login and count towards your billing. Inviting Users When inviting and adding users to Ninety, there is two different ways to do it - they can be added to your company or only to the directory. When you add a user to the company, they'
The Admin page within the Surveys Tool allows Admin and Owners the ability to create, start, track, and analyze surveys. The Admin page is company-wide, so you see all teams and their surveys. Accessing Surveys Tool Click Surveys from the main navigation menu. Owner and Admin permission levels default to the Admin Page for a quick review of survey
The Survey Tool allows teams to help engage by providing a trackable way to provide meaningful feedback. The Surveys Page displays two different tabs based on permissions. Users with Admin or Owner-level permissions can see the Admin page to create and start surveys. All other permission levels only see the My Surveys tab so they can keep track of s
What is the Organizational Checkup®? The Organizational Checkup® is a 20-question survey designed to help you understand your performance in each of the Six Key Components® of your business. Typically each team member fills out the survey at least once a year, and usually before the Leadership Team Annual Planning Session. Teams use the Organization
Plan for your annual meeting by having your Ninety account tools prepared in advance. Before gathering your team to run your Annual Meeting, there are a few items within Ninety that you should prepare in advance. While the Quarterly and Annual Sessions work similarly to the L10 in that they are integrated with the other Ninety tools, cleaning and re
Remember A user starts a new meeting, and Day 1 is started by default The meeting runs like the Quarterly and Level 10, with functionality on most pages and some sections having just text direction. For example, you have the “Objectives” prompt on Team Health, but each team does something different yearly, so refer to your Implementer for instructio
Adding Your Credit Card Log into Ninety. Click on your name in the bottom left corner (or your profile picture or the ellipses). Click Billing to access your company settings. Choose an Annual or Monthly subscription. In the Credit Card section, click UPDATE. Enter your credit card information. Click Submit. You will NOT lose your data if your trial
Accessing Company Settings If you are an Owner, Admin, or Coach, you can access your Company's Settings by clicking your profile picture on the lower left of the screen. The company settings page defaults to basic configuration options such as your company name, colors, and other high-level information about your company. What Can I Change in Compa
Text Henryx through the actions below. If you have not activated your phone number, please do so first. Text Henryx the following actions get my To-Dos get my Rocks get my Issues change company change team add issue add Rock add To-Do add Headlines Commands cannot exceed 256 characters. Multiple Teams and Companies With multiple teams and/or com
Delegate, Track, and Solve Issues In the IDS® portion of your weekly Level 10 Meeting™, you may encounter instances when you realize that other teams are better equipped to address something than your own. The Sending/Receiving Issues feature allows your team to delegate Issues while maintaining visibility. To send an Issue: Click the Issue's title
Changing Your Email Click your name from the bottom of the left navigation. Click User Settings. Click Account. Click the edit button (pencil icon) next to the Primary Email. Verify your password. Enter the email you would like to use to access Ninety. Access your confirmation code via email (from helpful@ninety.io). T Remember, if you are using Soc
Cascading messages are meant to be items that you wish to tell other teams about in your Ninety account. A team will create a cascading message, decide which teams to send it to, and write a custom cascading message for them. Creating a Cascading Message To create the Cascading Message: Use the More Actions button, Cascade option on a Rock, To-Do, I
Editing an Item Click on your created Rock, To-Do, or Issue to see details. In the details section, you can: Edit the Title and Description Change the Team Change the Owner Change the due date (n/a to issues) Write a Comment Rocks On a Rock, you see the additional Company Rock toggle. Turning this on allows your Rock to become a Company Rock, movi
Move a Measurable, Rock, or To-Do to the Issues list with the "Make it an Issue" button. While in a Level 10 Meeting™ or just getting things done during the week, you may see an off track, past due, or underperforming item that needs to be made into an issue. There are two options: Right-Click Right-click on any Rock, To-Do, Issue, Measurable, etc.,
Upon concluding a meeting, you are asked to rate the meeting on a scale of 1-10. Here are some resources to help you understand that rating. EOS® Implementers recommend starting with a 10 in mind for your rating. As the meeting progresses, there are several factors that could negatively impact your final rating. Did everyone come to the meeting prep
Accessing the Configuration Settings Only users with Owner, Admin, and Manager roles can access the company settings page. Click on your profile row at the very bottom of the main navigation bar. Click Company Settings Click Configuration. Updating Your Organization's Colors and Logo Custom Colors Toggle on Custom Colors Click the colored square